2021-12-06 Reporting SIG Meeting notes

Date

06 Dec 2021

Attendees

Name	Organization	Name	Organization
Arthur Aguilera	University of Colorado, Boulder	Linda Miller	Cornell University
Sharon Beltaine	Cornell University	Nassib Nassar	Index Data
Nancy Bolduc	Cornell University	Elena O'Malley	Emerson
Lloyd Chittenden	Marmot	Tod Olson	University of Chicago
Axel Doerrer	University Mainz	Jean Pajerek	Cornell University
Shelley Doljack	Stanford University	Michael Patrick	The University of Alabama
Stefan Dombek	Leipzig University	Eric Pennington	Texas A&M
Jennifer Eustis	U. Massachusetts Amherst / Five College	Scott Perry	University of Chicago
Alissa Hafele	Stanford University	Natalya Pikulik	Cornell University
Ingolf Kuss	hbz	Vandana Shah	Cornell University
Kim Laine	Cornell University	Amelia Sutton	U. Massachusetts
Joanne Leary	Cornell University	Simona Tabacaru	Texas A&M
Eliana Lima	Fenway Library Organization	Kevin Walker	The University of Alabama
Eric Luhrs	Lehigh University	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	Reporting SIG Holiday Schedule Plan to cancel December 27 and January 3 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.
Gathering examples of communication breakdowns	All	Follow up on 11/29 discussion about lack of communication between developers and SMEs, lack of transparency in other areas of FOLIO
Intro to SQL	Angela	Angela will lead some introductory SQL sessions for anyone wishing to participate Can use DBeaver and connect to folio_snapshot LDP If not using DBeaver: Use a browser-based database tool (sqliteonline) Download copy ("dump") of the folio_snapshot LDP (SQL file) Angela will walk through how to load the data into sqliteonline Slides from Library Carpentry SQL lessons Basic idea behind relational databases Selecting and sorting Filtering and limiting Aggregating and calculating Ordering and commenting Aliases Joins
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 Meetings have become more of a lab session, working through specific problems Angela has been attending RA SIG meetings to open the lines of communication, now once a month Contact Angela if you would like to join these meetings; first Wednesdays at 10am 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 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. Meetings are 1st Tuesday of the month 12-1pm ET ERM Working Group On going work on ERM data with LDlite Rpt. "agreements by cancellation dates" Creation of new additional derived tables in MetaDB for orders and invoices / invoice lines necessary and useful with regard to reporting software solutions. This assumes that MetDB maintains the corresponding tables relationally. This is currently not the case. Therefore the creation is paused. Group will pilot to document this areas documentation on mermaid. Was suspended due to absence. First meeting on Nov. 30 ERM Prototype and Query Development Status Bi-weekly schedule (next meeting 7th, Decmber 9:00 AM ET) Zoomlink (password is the common zoom password in the FOLIO community) RM Working Group working on LDP to Metadb table mapping spreadsheet to prepare for transition to Metadb subscription costs and subscription counts queries PR posted to folio-analytics casting numbers: need to cast numbers related to finances as decimals, not money; money rounds up, which may throw totals off 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 weekly meetings on Thursdays at 9am ET on zoom – contact Sharon Beltaine for zoom link and invitation Reporting SIG Documentation Subgroup Honeysuckle documentation is live on https://docs.folio.org/docs/ Iris documentation is in progress, due December 15 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 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) Gathering institutional query repositories; someone can propose a new page or a new addition to an existing page on FOLIO Analytics? Upcoming: SQL advice/query optimization (Axel) query demo - MARC (Tod) Intro to SQL training (December 6 and 13 at least) revisit discussion on openness/transparency in communication and open source software; decide as a group what we would like to advocate for Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)