| Attendance & Notes | Angela | Attendance & Notes - Today's attendance-taker: Linda Miller
- Today's note-takers: Team Leads for project updates
|
Announcements /
Reminders | Angela | 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.
Test Data FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries.
Cluster Ranking New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included. - Action =>> Please review Reporting SIG-All Report Clusters (57 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
- For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.
Update LDP implementers grid |
| Presentation of ERM, metadb | Axel | |
| Brief discussion: How can we onboard new people into the reporting community? |
| - Example of onboarding at Cornell
- Basic training: connect using Dbeaver, run a query, edit the filters
- Next level: training people who want to build ad hoc reports
- do you teach people all of SQL?
- teach people about the data in FOLIO?
- teach people about stuff that is special to your institution?
- visual tools are helpful with this (ERM diagrams, etc.)
- Should the SIG provide core training materials that institutions can take and repurpose/revamp?
- For MM, everyone has their own flavor of how they're doing things, and not everyone has the same tools
- Would like this group to advocate for reporting in FOLIO; there are institutions who will not be running LDP queries
- Anything where there is inconsistency across apps, at least document that, and hopefully also advocate for changes
- People who have LDPs at their institutions can help troubleshoot, report strangenesses
|
| Updates and Query Demonstrations from Various Reporting Related Groups and Efforts | 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 - On hiatus for a few weeks
- Angela will begin attending RA SIG meetings every two weeks or so to open the lines of communication
- Will hold off on additional queries to finish up query updates and documentation
- Context
MM Working Group - The zoom link for the meeting is https://umass-amherst.zoom.us/j/99254861410. Usual FOLIO password.
- The group will meet now once a month starting Sept. 7th, Tuesday, from 12-1pm ET. That means this week and next week there's no meeting.
ERM Working Group
RM Working Group - RM Team meetings rescheduled to 8am CT/9am ET/3pm CEST
- reviewed updates to fund_expenditures_summary (adding fund group and more about transactions)
- several queries for RM completed, but still need documentation, testing, and review
- working on queries for the 1.2 FOLIO Analytics release
- for latest updates, see RM Prototype and Query Development Status
Reporting SIG Documentation Subgroup - No changes
- Additional Context
External Statistics Working Group - no updates currently
- ACRL query set included in FOLIO-Analytics 1.1 release
- 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
For all recent work on FOLIO Reporting SQL development:
|
| Topics for Future Meetings | All | - Follow-up on MARC status, Quickmarc/Data Import conflicts
- How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model
- Show and tell
- how are institutions using the LDP
- examples of using the local schema
- Cornell's report ticketing system
- Rollout plans from institutions
- Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)
- Training topics
- adding test data in FOLIO snapshot
- How to do ad hoc querying with the derived tables
- How to use the LDP app
- using KNIME to build reports (LDP edition)
- use of local schema for custom tables
- more on MARC
- using different applications (other than DBeaver)
- Insomnia for API queries?
- Upcoming:
- 16 August: presentation from ERM group on metadb/ERM
- 23 August: Sharon presents on Virtual DBeaver (10 minutes)
Review and update Topics for Future Reporting SIG Meetings
|
|
|
|