2021-05-24 Reporting SIG Meeting notes

Announcements /
Reminders

Updates on Meetings

• May 31 is a U.S. holiday, so we will cancel the meeting that day
• Starting June 7, Angela will be the host of the meetings, so we have a new generic calendar event for the meetings starting in June
• Note that cancellations will be announced in meetings and via email and Slack, but the calendar file will not automatically update with cancellations

WOLFcon

Registration for WOLFcon (June 1 to 3) is open - and free!

• More details on WOLFcon
• WOLFcon schedule

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.

• Test Data Updates to FOLIO Snapshot Environments

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 (54 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.

Reporting SIG Documentation Subgroup

• • Had deadline to finish first draft by May 14, and then sometime during this week we will be sharing the documentation with the SIG for review
  • Context
    • Over the next few months, Reporting SIG Documentation Subgroup will be helping to build end-user documentation for https://docs.folio.org/docs/ (much will be linking to existing documentation over on GitHub)
    • see Reporting SIG Documentation Subgroup and Guide to Reporting Documentation pages in this wiki

RM Working Group

• working on queries for the 1.2 FOLIO Analytics release
  • voucher_lines_with_po_line and voucher_summary
  • reorganizing REP issues from the RM-Costs Cluster into more specific report clusters
  • subscriptions cost and subscriptions count
  • more with invoices and orders
  • more with funds
• for latest updates, see RM Prototype and Query Development Status

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:

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

• Duke (Angela)

• Rollout plans from institutions
• Updates from WOLFcon
• Follow-up on MARC status, Quickmarc/Data Import conflicts
• Reporting SIG representation on Support SIG
• How-Tos:
  • filter JIRA issues to unranked by your institution
  • adding test data in FOLIO snapshot

Review and update Topics for Future Reporting SIG Meetings