2023-02-13 Reporting SIG Meeting notes

Date

13 Feb 2023

Attendees

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

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	Reminder: Join our Review Board Great way to start learning to run LDP1 and Metadb queries, get comfortable with GitHub No experience required! We will offer training. We have three now, but we would love four! Contact Sharon Markus or Angela Zoss (Old) if you have questions or would like to volunteer FOLIO Forum Forum Title: FOLIO Reporting in Practice Time: Wednesday, February 22, 2023 at 11:00am Eastern U.S. time To Register: https://openlibraryfoundation.zoom.us/webinar/register/WN_O0-8c003R-eDOyXlQKzvVg Description: Librarians will discuss real-world applications and experiences of FOLIO Reporting with the open-source LDP software: How LDP1 is used to improve inventory data quality Helping new implementors get up and running with FOLIO Reporting What Cornell did to prepare for implementing LDP1 and reporting support services How Tableau dashboards are being used to provide interactive visualizations of LDP1 data Presenters: Jenn Colt, Cornell University Angela Zoss, Duke University Sharon Beltaine, Cornell University Vandana Shah, Cornell University Upcoming meeting topics Feb 16: SIG survey results review and discussion, open Q&A Feb 27: Update on derived table documentation (draft script) Mar 2: presentation on how to use primary entries for contributors to filter and aggregate (Joanne Leary, Jean Pajerek, and Sharon Beltaine) Any new members? Welcome/introductions Would anyone like a buddy? Like to be a buddy? 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.
Review and discussion: LDP1 Hosting Discussion Summary	Angela	Investigate LDP1 Hosting Support This document summarizes a discussion in the SysOps and Management SIG Thoughts? Questions? LDP1 user advice: don't query overnight while the database is updating under security, state explicitly that LDP1 users are managed completely separately from FOLIO users (Angela will add this) Who creates database accounts for hosted LDP1? we seem to have to work with the hosting providers (Index Data, EBSCO) request to EBSCO gets resolved very quickly or maybe Cornell is doing the account creation instead of EBSCO, not sure Stefan's library has scripts that create accounts; have different types of accounts - read-only, read-write; use read-only account by default, only use read-write for special cases Where should we post this? maybe under Library Data Platform on our wiki? should it be linked from Implementers part of wiki, as well? Next steps Angela will edit and post to a more permanent place on the wiki
Review and discussion: Reporting SIG survey results	Angela	Reporting SIG Survey 2023 - Results Summary Thoughts? Questions? Possible next steps Wiki page clean-up group? How to get people to join working groups and dev teams? Survey seems to show that people are used to an idea of a traditional vendor model - someone walks you through the process, says welcome, gives a handout. FOLIO is a bit more DIY, throw yourself in the pool, find it all yourself. You have to put more personal effort into it. I was comfortable with that, but some people aren't. Survey suggests that people want that traditional support, but does FOLIO community really have capacity for that? Is that really the best place to put energy and effort? What do we all think right now? What is our capacity? Capacity is low, but yeah, as a new member felt totally lost and a buddy might have helped Would be great to follow up with new people via email rather than calling them out in the meetings Good to use Thursday meetings for beginner-friendly space Do we like the survey? Maybe once a year? Yeah, and try to get a bit more participation in the future add a question - what would help you participate? you'll see in various communities that there is a minority who do a lot and others who don't participate at all, and not participation is actually an agreement

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 (Feb 27)
Build Training Program for FOLIO Data Model
- expecting ACQ/ERM presentation in March
Investigate LDP1 Hosting Support
- in the final phases
Port LDP1 derived tables to Metadb
- expecting to finish for Orchid release
Recruit from new institutions not represented
- waiting to see about FOLIO-wide onboarding efforts
- 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

FOLIO Data Model Training (in progress)
ERM Query Development Status
Open Access
- Report requests are being collected in the OA SIG Link (in progress)
- The test environment from the SIG Reporting will get the app OA (in progress)
- Test data will imported
- Recent FOLIO Forum on Open Access App
Meetings are bi-weekly on tuesdays 11am ET alternating with RM Working Group
- Next meeting will be at 28th, Feb
- 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

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