2021-11-15 Reporting SIG Meeting notes

Date

15 Nov 2021

Attendees

Present?	Name	Organization	Present?	Name	Organization
	Arthur Aguilera	University of Colorado, Boulder	x	Linda Miller	Cornell University
x	Sharon Beltaine	Cornell University		Nassib Nassar	Index Data
	Nancy Bolduc	Cornell University		Elena O'Malley	Emerson
x	Lloyd Chittenden	Marmot	x	Tod Olson	University of Chicago
x	Axel Doerrer	University Mainz	x	Jean Pajerek	Cornell University
	Shelley Doljack	Stanford University	x	Michael Patrick	The University of Alabama
	Stefan Dombek	Leipzig University		Eric Pennington	Texas A&M
x	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Scott Perry	University of Chicago
x	Alissa Hafele	Stanford University	x	Natalya Pikulik	Cornell University
	Ingolf Kuss	hbz	x	Vandana Shah	Cornell University
	Kim Laine	Cornell University	x	Amelia Sutton	U. Massachusetts
	Joanne Leary	Cornell University	x	Simona Tabacaru	Texas A&M
x	Eliana Lima	Fenway Library Organization	x	Kevin Walker	The University of Alabama
x	Eric Luhrs	Lehigh University	x	Angela Zoss	Duke University

Discussion Items

Item	Who	Notes
Attendance & Notes	Angela	Attendance & Notes Today's attendance-taker: Linda Miller Today's note-takers: Team Leads for project updates
Announcements / Reminders	Angela	Table conversion from LDP to Metadb Working on a spreadsheet that matches current LDP tables up with new Metadb tables, which should make it easy to convert existing LDP queries to work with Metadb Reporting SIG Holiday Schedule Plan to cancel December 27 and January 3 Any additional dates we should cancel? Maybe December 20? 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.
Planning for WOLFcon 2022	Angela	Request to PC: WOLFcon 2022 planning underway - and we need SIG/Council input. August 31 through September 2 at Bucerius Law School in Hamburg, Germany. See slides for details. Need ideas for sessions; for instance, from community council: governance retrospective/discussion, quarterly community meeting, and budget and planning session. The early ideas can be rough; they are useful for people planning budgets. Thinking there should be sessions for developers, SMEs and SIG members, and library leadership. Add items to FOLIO at WOLFcon by December 1. Refinements will happen starting in December. Any thoughts? What is WOLFCon? technically all OLF projects, but historically FOLIO had a big presence 2021 was virtual Technical Council goes into deeper topics at these gatherings (e
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 Getting back into query writing, will talk soon about whether to focus on metadb or keep going with new LDP queries Angela will begin attending RA SIG meetings every two weeks or so to open the lines of communication 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 MM Working Group The zoom link for the meeting is https://umass-amherst.zoom.us/j/99254861410. Usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata. ERM Working Group On going investigation on extracting ERM data with LDlite will rebuild existing derived tables with LDlite will show results and examples on 22nd Nov Work in progress on report of agreements by cancellation dates Group will pilot to document this areas documentation on mermaid ERM Prototype and Query Development Status Bi-weekly schedule (next meeting 23rd, November 9:00 AM ET) Zoomlink (password is the common zoom password in the FOLIO community) RM Working Group subscription costs and subscription counts queries PR posted to folio-analytics looking at using https://mermaid-js.github.io/mermaid/#/ to document data models in finance areas of FOLIO exploring ways to make it easier to find options for reporting parameters in your LDP (e.g., a list of locations, item statuses, etc.) several queries for RM completed, but still need documentation, testing, and review for latest updates, see RM Prototype and Query Development Status Reporting SIG Documentation Subgroup No changes Additional 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 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 For all recent work on FOLIO Reporting SQL development: https://github.com/folio-org/folio-analytics/commits/main
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?) What is done in JIRA? (JIRA clean up) 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 (ask Jennifer) using different applications (other than DBeaver) Insomnia for API queries? SQL LDP to metadb Metadb implications if schema changes, will that be relatively seamless? old fields still in history, but new fields in current? if fields are deprecated and removed, what happens if they come back again? how will deleted records show up? GitHub Panorama LDLite (again?) Discussion: how to rank clusters with institutional rankings going away? consortia SIG is talking about a central office app of some kind; that app might need to deal with consortia-wide reporting how to train: wiki pages with examples? form a small project team? (e.g., how to pull from marc, how to use local schema) each dev team create training about the data structures in that area? Query style (ask Nassib) Upcoming: SQL advice/query optimization, LDlite scripts that can extract ERM data and create derived tables (Axel) query demo - MARC (Tod) Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)