2023-04-06 Reporting SIG Meeting notes

Date

06 Apr 2023

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Arthur Aguilera	University of Colorado, Boulder		Eliana Lima	Fenway Library Organization
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	x	Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
	Shannon Burke	Texas A&M	x	Elena O'Malley	Emerson
	Suzette Caneda	Stanford University		Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	x	Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College		Kimberly Pamplin	Texas A&M University
	Axel Doerrer	University Mainz		Scott Perry	University of Chicago
	Shelley Doljack	Stanford University		Natalya Pikulik	Cornell University
	Stefan Dombek	Leipzig University		Bob Scheier	Holy Cross
	Jennifer Eustis	U. Massachusetts Amherst / Five College		Vandana Shah	Cornell University
	Lynne Fors	Wellesley College	x	Kimberly Smith	?
	Lisa Furubotten	Texas A&M		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Clare Spitzer	Stanford University
	Kara Hart	Wellesley College		Amelia Sutton	U. Massachusetts
	Corrie Hutchinson	Index Data		Simona Tabacaru	Texas A&M
x	Jamie Jesanis	Wellesley College		Huey-Ning Tan	Stanford University
	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
x	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
	Ingolf Kuss	hbz		Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Kevin Walker	The University of Alabama
	Joanne Leary	Cornell University	x	Angela Zoss	Duke University
			x	Visitor - Dung-Lan Chen	Skidmore College

Discussion Items

Item

Who

Notes

Attendance & Notes

Sharon

Attendance & Notes

Today's attendance-taker: Linda (or substitute)
Today's note-takers: Team Leads for project updates

Announcements /
Reminders

Sharon

FOLIO Analytics upcoming release

Thanks so much to the new members of our review board for contributing so many reviews to the GitHub efforts!
Changes planned for 1.6.0 release are summarized in CHANGES.md

Upcoming meeting topics

April 10: CANCELLED
April 20: Jeremy Nelson (Stanford) will be sharing examples of using EBSCO's FOLIO Client python tool in Jupyter notebooks
April 24: update on derived table documentation project from Stefan

Updating Directory of Reporting SIG Members

Our directory of Reporting SIG members is out of date. Please take a moment to update/add/fix entries:

See entries on the Reporting SIG Home page (scroll down to get to the list of names)

Any new members?

Welcome/introductions

How to find our latest recordings

Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page

(Always) Recruiting New Query Developers

The Reporting SIG is always on the look-out for new query developers. Please let us know if you are interested in doing query development or if there are others at your institution who might be a good fit.

SIG Onboarding, Part 1: About FOLIO, About the Reporting SIG

Angela

What is FOLIO
What are LDP1 and Metadb (and related tools)
Scope of the Reporting SIG

Onboarding Slides, Part 1

Thoughts:

This is a great starting point, especially for new staff just getting used to project
Something like this would work for other SIGs
Appreciated going over the website
Go into more info about why ldpmarc is separate - maybe because not everyone uses MARC? Also, LDP pre-dated ldpmarc. Maybe going to combine ldpmarc with Metadb. Also inspired by Chicago's previous system for tabular MARC data.
More on derived tables?
Realized that FOLIO doesn't have history, just LDP1 and Metadb
When will we do part 2?
- Maybe early May - May 4
Custom tables in part 2?

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
- update coming (April 24)
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
Port LDP1 derived tables to Metadb
- possibly done??
Recruit from new institutions not represented
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP1 release notes
Metadb release notes (via tags)
LDLite release notes (via tags)
ldpmarc release notes
LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)
FOLIO Analytics release notes

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

Community & Coordination, Reporting Subgroup Leads

Project updates

Reporting development is using small subgroups to address priorities and complete work on report queries. Each week, these groups will share reports/queries with the Reporting SIG. Reporting development team leads are encouraged to enter a summary of their work group activities below.

RA/UM Working Group

Meetings have become more of a lab session, working through specific problems
Contact Angela if you would like to join these meetings; second Tuesdays at 1pm Eastern
Context
- Meeting notes: https://docs.google.com/document/d/1UnzG64tl917LOH2FtWhCEPlSOsnJWKL-0eu88Ouo1DU/edit
- Current status of RA/UM issues: https://github.com/folio-org/folio-analytics/issues?q=is%3Aissue+is%3Aopen+RA%2FUM
- Status of LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

MM Working Group

Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. MM notes
We have begun working on the MM Data Model for folio. We are using as a these slides for our work.
We are looking for a convenor for the group. If interested, contact Jennifer Eustis on LDP/Metadb slack.

ERM Working Group

Current topics
- Reporting for FOLIO Apps
  - Open Access
  - eUsage
  - eHoldings
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 11th, Apr
- Contact Stefan Dombek if you would like to get a calendar invitation

ACQ Working Group

group is working with ERM group on ACQ-ERM FOLIO Data Model Training
group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release
- see ACQ Derived Tables to Convert from LDP1 to Metadb
for latest query development updates, see RM Prototype and Query Development Status
Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Markus if you would like a calendar invitation
Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

Reporting SIG Documentation Subgroup

Morning Glory documentation is live on https://docs.folio.org/docs/
Nolana documentation is in review
Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
Additional Context
- The Reporting SIG has representation on the Documentation Working Group, which is building end-user documentation for https://docs.folio.org/docs/ (mostly linking to existing documentation over on GitHub)

External Statistics Working Group

no updates currently
new organizational/tracking scheme for JIRA, with pointers to queries in folio-analytics repository
New organizational structure for External Statistics reports
- external statistics reports (e.g., ACRL) typically require running queries from different functional reporting areas
- these reports will be captured in JIRA under one UXPROD-XXXX report cluster issue, then the descriptions will point to each of the queries required to run them on the folio-analytics repository
- institutions will need to rank each of these 8 new UXPROD-XXXX report cluster issues
- each reporting development team will take responsibility for the queries in their area for the external statistics clusters

D-A-CH Working Group (D-Reporting)

Group for reporting in Germany
Current topics
- Onboarding training
- DBS statistics
  - JIRA-Issues, Rpt-Clusters
  - Gap analysis to statistic codes, user counts etc.
  - Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO
Meetings are currently held by appointment
- Last meeting: 27th, March
- Next meeting will be at 17th, Apr (1 pm, CET)
- Contact Stefan Dombek if you would like to get a calendar invitation

Product Council

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

For all recent work on FOLIO Reporting SQL development:

https://github.com/folio-org/folio-analytics/commits/main