2023-08-03 Reporting SIG Meeting notes

Date

03 Aug 2023

Attendees

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

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
New Product Council Liaison: Jennifer Eustis
- PC Home: FOLIO Product Council
- Last PC Meeting (7/13/2023): 2023-07-13 Product Council Meeting Notes

Announcements /
Reminders

Sharon

Be on the lookout for a new Outlook calendar invitation

Angela will have to end the previous series
Will send invitations for the new series to people listed on our Reporting SIG Home page
Please add your name by August 11, we will do the switch sometime the following week

WOLFcon 2023 Update

Schedule is available at WOLFcon 2023 Sched
There are several LDP / Metadb sessions, as well as a few others hosted by Reporting SIG
virtual attendance is free! consider registering!
Conference takes place in Chicago, August 22-24
Information and registration: https://openlibraryfoundation.org/about/wolfcon/upcoming/

Upcoming meeting topics (tentative)

August 14 (M): Behind the scenes of the FOLIO Schema parser
August 17 (Th): Angela with OpenRefine (calling Snapshot API)
August 28 (M): Report from WOLFcon

Any new members?

Welcome/introductions

How to find our latest recordings

Recording details available on our Reporting SIG Meetings and Notes page and Reporting SIG Subteam Meetings page

SIG Recruitment

We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Reach out to Angela Zoss (Old) or Sharon Markus with any questions.

Representative for the Documentation Working Group
Query developers
Members of the FOLIO Analytics Review Board (immediate need!)
Members and possibly a leader for monthly MM/RA/UM development subteam

Recommendations for creating SQL-based reports in Metadb (Nassib)

Nassib Nassar

(From Nassib)

A note for FOLIO users: I am sharing new recommendations for creating SQL-based reports in Metadb. The method is documented at https://metadb.dev/doc/#_creating_reports and there is now a sample report at https://github.com/folio-org/folio-analytics/blob/main/reports/count_loans_and_renewals/count_loans_and_renewals.sql which is adapted from the loans_and_renewals_counts LDP report. Other methods of creating reports also can be used, but Metadb is planned to support this particular form, for instance to automate making reports available to users.I hope this will be useful for the community. Feel free to let me know if you have questions.

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
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
Port LDP1 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

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

We are now holdings joint meetings with RA/UM. Our recurring meeting time has changed to the 2nd Tuesday from 1-2pm ET.
Zoom URL: https://duke.zoom.us/j/92324148267?pwd=V3lCSGJBSm5mYm4xamVFNFJqOGhzZz09
Meeting ID: 923 2414 8267
Passcode: 358968

ERM Working Group

Current topic
- Reporting for the FOLIO App Open Access
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 15th, Aug
- 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

D-A-CH Working Group (D-Reporting)

Ongoing topics
- Onboarding training
- DBS statistics
  - JIRA-Issues, Rpt-Clusters
  - Gap analysis to statistic codes, user counts etc.
  - Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO
Meetings
- Next meeting will be at 14th, Aug (1 pm, CEST)
- Contact Stefan Dombek if you would like to get a calendar invitation

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