2021-05-10 Reporting SIG Meeting notes

Date

10 May 2021

Attendees

Present?	Name	Organization	Present?	Name	Organization
X	Sharon Beltaine	Cornell University		Sara Colglazier	Mount Holyoke College/Five Colleges
	Elizabeth Berney	Duke University		Erin Nettifee	Duke University
	Joyce Chapman	Duke University		Karen Newbery	Duke University
X	Jean Pajerek	Cornell University	X	Tod Olson	University of Chicago
	Claudius Herkt-Januschek	SUB Hamburg	X	Scott Perry	University of Chicago
	Doreen Herold	Lehigh University		Stefan Stadtherr	MPIL Heidelberg
	Sarah Park	Duke University	X	Simona Tabacaru	Texas A&M
	Clint Bellanger	Auburn University	X	Kevin Walker	The University of Alabama
	Ingolf Kuss	hbz		Christie Thomas	University of Chicago
	Joshua Lambert	Missouri State		Andi Bihler	Munich Technical University Library
	Joanne Leary	Cornell University		Cheryl Malmborg	University of Chicago
X	Michael Patrick	The University of Alabama	X	Vandana Shah	Cornell University
X	Nassib Nassar	Index Data	X	Angela Zoss	Duke University
	Veit Köppen	University Magdeburg		Lisa DeCarolis	Smith College/Five Colleges
X	Linda Miller	Cornell University	X	Elena O'Malley	Emerson
	Matt Harrington	Duke University		Holly Mistlebauer	Cornell University
	Cathy Tuohy	Emmanuel College (FLO)	X	Nancy Bolduc	Cornell University
	Shirley Moentnish	Missouri State	X	Eric Pennington	Texas A&M
X	Stefan Dombek	Leipzig University	X	Axel Doerrer	University Mainz
	Natalya Pikulik	Cornell University		Owen Stephens	K-Int
X	Eliana Lima	Fenway Library Organization		Marcia Borensztajn	EBSCO
	Harry Kaplanian	EBSCO		Molly Driscoll	EBSCO
X	Amelia Sutton	U. Massachusetts		Heather Loehr	Hanover College
	Mary Morgan	Grand Valley State University	X	Jennifer Eustis	U. Massachusetts Amherst / Five College
	Aaron Neslin	Five Colleges		Laura Daniels	Cornell 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	WOLFcon Registration for WOLFcon (June 1 to 3) is open - and free! More details on WOLFcon WOLFcon schedule Test Data FOLIO Reporting developers and Reporting SIG members are encouraged to use this new page to share test data cases they have entered into FOLIO reference environments to keep us all aware of what data to expect when we test our queries. Test Data Updates to FOLIO Snapshot Environments Cluster Ranking New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included. Action =>> Please review Reporting SIG-All Report Clusters (64 issues) in JIRA and RANK each report cluster for your institution (R1-R5) For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.
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. Reporting SIG Documentation Subgroup Had a good discussion about how to push through on our first draft of documentation Will finish first draft by May 14, and then sometime during the week of May 17 will be sharing the documentation to the SIG for review 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 FOLIO Reporting development Track progress via recent pull requests, featuring contributions by members of the reporting community: https://github.com/folio-org/folio-analytics/pulls?q=is%3Apr+base%3Amain RA/UM Working Group Pushed a query fix last week, should have another query ready for PR soon (waiting on building up the test data in snapshot) 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 Last Tuesday, we worked on the recommendations for LDP Marc. This discussion brought up an interesting find in relation to how FOLIO Quickmarc and FOLIO Data Import update the json file for the marc srs record on update. For Quickmarc, there is a matching or masking identifier called matched_id that is related to the real UUID for the different versions of the marc srs; a new UUID is assigned when the marc srs record is edited and saved. This is not the case for Data Import. The group has forwarded questions to Ann-Marie Breaux who is the PO for Data Import to explain the administrative metadata in the json file for the marc srs and how the FOLIO apps Quickmarc and Data Import act on this file at the time of the creation and update (or edit) of marc srs records. Today, Ann-Marie Breaux, PO For Data Import, posted notes on the administrative metadata in the json file for MARC SRS records, Data Import FAQ. If you have general comments and questions about LDP Marc, please add them to this spreadsheet. The original spreadsheet of use cases submitted to Nassib can be found in this document. For general report development, the working group uses this spreadsheet to track JIRA issues, priority, and reports needed. However, because many institutions are going live, we would like to focus on completing the following: OCLC synchronization report Duplicate orders reports HathiTrust reports More LDP Marc testing ERM Working Group Agreement package title list (PCI-list) in review ERM Prototype and Query Development Status RM Working Group fix to finance_transactions_invoices derived table planning and work for 1.2 queries started last week subscriptions more with invoices and orders vouchers for latest updates, see RM Prototype and Query Development Status External Statistics Working Group ACRL query set included in FOLIO-Analytics 1.1 release 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
Reporting Rollout Plans from different implementing Institutions	Sharon / Angela / others	Cornell (Sharon) Duke (Angela
Demo of MARC queries	Angela? Jen?
Topics for Future Meetings	All	SRS MARC database structure: might it be worth separating control fields from data fields so fixed fields can be indexed differently from free text fields, maybe would reduce self joins on the table could include in proposal, coordinate with Jennifer Rollout plans from institutions Follow-up on Quickmarc/Data Import conflicts Review and update Topics for Future Reporting SIG Meetings

A test Action Item (Ingolf)