What is FOLIO Reporting?
- Sharon Beltaine
- Scott Perry
- Jennifer Eustis
Background
-description of reporting, including scope, features, limitations, etc.
-The PC has a couple of asks for the Reporting SIG that relate to developing a definition of reporting in FOLIO, list of in-app reports in FOLIO, and what a minimum level of reporting in FOLIO would look like.
creating a table may or may not be helpful to list the options
need to focus on the most important reporting tools
how do you query MARC?
need to consider performance in the solution chosen
need a definition for what we mean by "reporting"
useful to have a list of all the "reporting" options
ability to extract information based on a query, not business analytics
Reporting Data Warehouse Solutions
Metadb - (open source)
LDLite - (open source) (in between API and data warehouses python scripts to extract and etl the data)
LDP - (open source)
Panorama - (fee-based)
API-based solutions (reword--tools that use the APIs)
API - using a tool to use the API to get data from the FOLIO applications (Postman, CQL, Python, LDLite, etc.).
BibControl (fee-based via OCLC?) (based on holdings in OCLC? maybe data warehouse)
Postman
CQL
Python
MARC Query Search API (this has known performance issues).
In-App Reports
In-App reports refer to tools within FOLIO applications in one functional area that allow the user to download records from that functional area.
Functional Area | App | Description | Limitations |
|---|---|---|---|
Acquisitions | Orders | allows the user to export as a CSV the results of their search | -max X records |
Acquisitions | Invoices | allows the user to export as a CSV the results of their search |
|
Acquisitions/ERM | Licenses | allows the user to export as a CSV the results of their search |
|
Inventory/Circulation | Inventory | In transit report will export as a CSV any item with the status of “In transit” |
|
Requests/Circulation | Requests | Hold Shelf clearance report will provide a list of items with the status of awaiting pickup for the service point that the user has currently selected. The CSV export has the request status and item information. |
|
Requests | Requests | allows the user to export as a CSV the results of their search |
|
Circulation | Circulation log | allows the user to export as a CSV the results of their search |
|
Metadata | Inventory/Source Record Storage | Using a list of identifiers, the user can export instances, marc bib srs, holdings, and/or item information as MARC21 files |
|
FOLIO Applications
FOLIO Reporting App - The Reporting app provides a FOLIO interface for interacting with a Metadb database. There are two section to the app, the Query builder and Saved queries. The Query builder allows you to build a query with the option to save it for later use. Saved queries allows you to load a previous query into the Query builder to start editing or run.
FOLIO Lists App - The Lists App in FOLIO allows users to create and manage lists of information from specific record types. See the working group page for more information such as roadmap and specifications. The first release was Lists App Beta in Poppy.
Other Tools Associated with Reporting
API - using a tool to use the API to get data from the FOLIO applications (Postman, CQL, Python, LDLite, etc.). There is the MARC Query Search API (this has known performance issues).
Questions
-Does LDLite support reports used in the Reporting App?
No
-Does the reporting app support any data warehouse?
Lists app use metadb?