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2021-12-06 Reporting SIG Meeting notes

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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization


Arthur AguileraUniversity of Colorado, Boulder
Linda MillerCornell University

Sharon BeltaineCornell University
Nassib NassarIndex Data

Nancy BolducCornell University
Elena O'MalleyEmerson

Lloyd ChittendenMarmot
Tod OlsonUniversity of Chicago

Axel DoerrerUniversity Mainz
Jean PajerekCornell University

Shelley DoljackStanford University
Michael PatrickThe University of Alabama


Stefan DombekLeipzig University
Eric PenningtonTexas A&M

Jennifer EustisU. Massachusetts Amherst / Five College
Scott PerryUniversity of Chicago

Alissa HafeleStanford University
Natalya PikulikCornell University

Ingolf Kusshbz
Vandana ShahCornell University

Kim LaineCornell University
Amelia SuttonU. Massachusetts

Joanne LearyCornell University
Simona TabacaruTexas A&M

Eliana LimaFenway Library Organization
Kevin WalkerThe University of Alabama

Eric LuhrsLehigh University
Angela ZossDuke University

Discussion Items

Item

Who

Notes

Attendance & NotesAngela

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 breakdownsAll

Follow up on 11/29 discussion about lack of communication between developers and SMEs, lack of transparency in other areas of FOLIO 


Intro to SQLAngela

Angela will lead some introductory SQL sessions for anyone wishing to participate

Updates and Query Demonstrations from Various Reporting Related Groups and EffortsCommunity & 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


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:


Topics for Future MeetingsAll
  • 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)


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