2024-09-09 Reporting SIG Meeting notes

Lehigh University

Cornell University

x

Cornell University

Announcements/Reminders

Announcements:

• No meeting September 2 (Labor Day US) or 23 (WolfCon)
• Wolfcon 2024 coming up in September
  • Here is a summary of information about WOLFCon 2024 from Jesse Koennecke:
    • Location and Dates: Senate House, University of London, September 24-26, 2024
    • Registration Open: Join us at Senate House, University of London. September 24-26, 2024. Register now through July 31, 2024 for an early bird discounted rate.
    • Learn more about WOLFcon 2024: Want to learn more about the Open Library Foundation and WOLFcon? Be sure to visit our website where you can learn more about the foundation, members projects, communities, and the annual conference.

• About the Reporting SIG meeting schedule
  
  • • Meetings are held on the first 4 Mondays of each month at 11:00 am Eastern U.S. time (see this time in your time zone). The first and third Mondays focus on Reporting Development topics, and the second and fourth Mondays focus on Reporting Business topics. 
    • "business" means topics like presentations on reporting functionality and new features, new reporting applications, surveys and studies on reporting, etc.
    • "development" means working on derived tables and report queries for the folio-analytics GitHub repository
    • "workshopping" queries could be scheduled during any of these meetings, and it would be great to have topics and/or questions in advance so we can prepare to walk through the answers/approaches, such as "how to I fix this inventory query to get rid of the duplicates?" or "what is the best way to calculate totals in this finance query?" 

    
    

Ongoing Topics:

• Workshopping your queries
  • part of each Reporting SIG business meeting will be devoted to time to work through any query questions you may have
  • please reach out to Christie Thomas if you have a question you would like to "workshop" during an upcoming Reporting SIG meeting

• Impacts of New Fields and Features (Sharon)
  • Are there any new fields or features we should know about from any of the functional areas that may impact reporting?
  • Review and update the Impacts of New Fields and Features on Reporting grid 

• Upcoming Reporting SIG meeting topics (tentative)
  
  • Reporting App use at various institutions

• Any new members?
  • Welcome/introductions

• Representative for the Documentation Working Group 
  • urgently needed
  • work with reporting documentation team to  update Reporting section of FOLIO documentation for each FOLIO software release 
  • see https://docs.folio.org/docs/reporting/
• Query developers
  
  • ongoing need
  • work on derived tables and report queries for the FOLIO Analytics repository and to support Metadb
  • see https://github.com/folio-org/folio-analytics

News!

• CU Boulder has agreed to be the LDP "Beta Partner" YAY!
  • This means they will be the official testbed for new Metadb and FOLIO-Analytics software
  • The process will include their Test and their Production environment. Generally:
    • Deploy to their test environment
      • Run general (regression) and release-specific tests
      • Once 'accepted'...
    • Deploy to Production
      • Run general (regression) and release-specific tests
      • Once 'accepted'... the releases will be officially released
  • Index Data will be working closely with CU Boulder on testing and verification
  • Can the community offer any test ideas (queries, etc.)?
• New Releases for Metadb (likely 1.4) and FOLIO-Analytics (likely V1.7.9)
  • Targeting Early September for beginning the testing process
  • Communicate via Slack–MG will provide the correct channel
  • Not testing Reporting App because it doesn't change (the underlying source remains the same)
• Will create a community reference environment

Review “What is FOLIO Reporting” outline

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.

What is FOLIO Reporting?

LDP software development: what should our cutoff date be for LDP software and consulting support?

LDP support will cease tentatively at the end of 2024.  All of the JSON will be exposed in metadb soon.
Warning messages to the broader community.  Align completely with named FOLIO releases.  Who is still using LDP and needs to use it?  Ask Mike?

Are there any institutions running the Reporting App? If so, we'd like to collaborate with you on a plan for a demo of how different institutions are using the Reporting App. 

2024-08-08 Product Council Agenda & Meeting Notes

The FOLIO developer advocate updated the PC on progress on a new manual for developers. Then the PC discussed how to manage and track the type of progress members are interested in including climate. This is an ongoing discussion.

• Build a directory of extracted and derived tables
  • Beta version available.
• Build Metadb query cookbook-style documentation
  • ongoing project
  • The first cookbooks are available and are being expanded. See https://github.com/folio-org/folio-analytics/wiki#cookbooks
• Build Training Program for FOLIO Data Model
  • ACQ/ERM drafts have been presented and will be updated
• Port LDP 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

• LDP 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 

Product Council

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

Reporting SIG Documentation Subgroup

• Poppy documentation is live on https://docs.folio.org/docs/
• Quesnelia documentation is in development
• 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)

For all recent work on FOLIO Reporting SQL development:

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