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Date

Attendees

Present?

Name

Organization

Present?

Name

Organization

xArthur AguileraUniversity of Colorado, Boulder
Nassib NassarIndex Data
xSharon BeltaineCornell UniversityxElena O'MalleyEmerson

Nancy BolducCornell UniversityxTod OlsonUniversity of Chicago
xLloyd ChittendenMarmotxJean PajerekCornell University
regretsAxel DoerrerUniversity MainzxMichael PatrickThe University of Alabama
xShelley DoljackStanford UniversityxEric PenningtonTexas A&M


Stefan DombekLeipzig UniversityxScott PerryUniversity of Chicago

Jennifer EustisU. Massachusetts Amherst / Five College
Natalya PikulikCornell University
xAlissa HafeleStanford University
Vandana ShahCornell University

Ingolf KusshbzxAmelia SuttonU. Massachusetts

Kim LaineCornell University
Simona TabacaruTexas A&M
xEliana LimaFenway Library OrganizationxKevin WalkerThe University of Alabama
xEric LuhrsLehigh UniversityxAngela ZossDuke University
xLinda MillerCornell 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
Update on LDP app
  • TC requirements were met for Kiwi!
  • Still finishing user testing

Announcements /
Reminders

Angela

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.


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 (57 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.


Update LDP implementers grid


New FOLIO Query Writing Knowledge Base

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


ERM Working Group


RM Working Group

  • no meeting last week
  • dividing fund_expenditures_by_po_line into 2 queries: one that uses invoice payments as date range and another that uses fiscal year
  • reviewed HathiTrust serial holdings report, refined for use at Cornell
  • 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
  • working on queries for the next FOLIO Analytics release
  • for latest updates, see RM Prototype and Query Development Status


Reporting SIG Documentation Subgroup

  • No changes
  • Additional Context


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
    • non-Roman script querying (Stefan)
  • 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:
    • Oct 25: walk through of LDP and metadb
    • Nov 1: DBeaver tips (Sharon)
    • Nov 8: optimization?? (Axel??)


Review and update Topics for Future Reporting SIG Meetings 





  • A test Action Item (Ingolf)