Announcements /
Reminders | Angela | How to find our latest recordings
Time for a Training Working Group? - One of our Goals for 2022 is to develop training and onboarding resources specific to reporting
- Is it time to form a small team?
- Anyone interested?
Quick updates from Product Council - Meeting Notes from 4/7/22
- WOLFCon
- Planning for WOLFCon is continuing; they're starting to try to lock down sessions and who would organize them.
- Google Spreadsheet showing current session plans
- LDP tab has one session - Intro to LDP
- FOLIO tab has no specific reporting sessions, but there is a general "SIG Working Meetings" slot
- Can submit additional session ideas using a Google Form
- Communication between developers and POs/SMEs
- A recent problem came up with user permissions. Now, a user who can assign permissions to another user can’t assign permissions they don’t themselves possess.
- This was a breaking change, and institutions didn't hear about it in advance.
- Some suggested that the way to learn about things like this is release notes, or that we should go back to having sprint reviews, but I and other made the case that changes like this (or data model changes) need to be discussed with the affected institutions before the development happens
- Kristin mentioned talking with Khalilah, and Harry assured PC that people would be talking about this in other groups
- I'll try to keep an eye out for this topic and reach out if I don't hear anything
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.
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| 2022 Goal: Develop a FOLIO Reporting Vision and Strategy | All | From our Goals for 2022: Develop a FOLIO Reporting Vision and Strategy - What should this vision and strategy be used for in the SIG?
- if we're communicating about the work of the Reporting SIG in other contexts (e.g., PC), this is very helpful
- to help new implementers understand what options are available for reporting
- set goals for the future for the work of the SIG
- people who want to join the SIG could see what we're all about
- communicating the value of reporting and reporting tools in FOLIO
- it seems that this group has largely been focused on LDP, which is community supported, but there are other options, and LDP is not universally available; one of the questions is, do we have a way of bringing in people who are using other reporting platforms? not only, what are specific hosting providers offering, but also, are there options for reporting that leverage the APIs - what circumstances are those good for? figure out what the breadth of the Reporting SIG is
- maybe also use the vision to determine what we're not responsible for, what is out of scope
- components of our vision and strategy work:
- mission statement or motto: short, 1-2 sentences, that summarizes our approach to our work
- to research, develop, deliver, and support best practices for reporting on data in the FOLIO platform
- community-driven, open-source reporting tools
- roadmap: short- and long-term milestones and goals for SIG activity
- do we need to go back and touch on user needs for reporting again? data validation/data integrity may still be an issue; reporting can help send up some operational red flags
- question: how to measure progress (at least for things we have direct control over)
- more training on data visualization instead of just tables of data?
- ERM will be looking into Open Access (can we support new OA app that will be developed soon; hope to integrate it in Metadb, overlaps with agreements, so ERM reporting subgroup might be renamed to reflect this)
- statement of scope: what do we do? why? what don't we do? why?
- helping people build SQL skills
- related: helping people understand FOLIO data structures
- not writing the code for the LDP project software, but contributing substantial testing, QA, specifying new features needed, troubleshooting problems as they come up; making it useful
- which releases we would like to support; aligning reporting software development with the FOLIO application software development
- providing community support for using the LDP project software and queries; but for scope, how long do we continue to answer questions about past versions of the software
- developing/testing/updating derived table and report queries tailored for LDP project systems (scope question: how regularly/for how long)
- maintaining documentation
- gather requirements from the broader FOLIO community related to reporting needs, document them, advocate for them
- being able to help people work on non-FOLIO data ingest and reporting (example: ARES data into LDP) - maybe out of scope, but where does the line go?
- in past, have been asked to comment on/help design features for in-app reporting (still in scope?)
- create/maintain connections to functional area SIGs; respond to new apps and functional areas
- open the repository for non-SIG members and review their queries; may need to discuss, does this make sense, since it adds work?
- for tools we don't have direct access to, can we support users of those tools? help with SQL, understanding FOLIO data might be topics that cut across tools; should part of our vision be to welcome non-LDP users into the group more?
- Advertise:
- Benefits to community - other perspectives and workflows
- Benefits to institutions - visibility, validation
- Benefits to individuals getting involved - personal development and skills (e.g., SQL, GitHub, networking/connections)
Secondary goal: come up with language that can be used to explain to our institutions the importance of the work and of devoting resources. Let's start discussing! |
| 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; second Wednesdays at 1pm Eastern
- Context
MM Working Group - Meetings are 1st Tuesday of the month, 12-1pm ET via zoom using the usual FOLIO password. Our lab sessions are open to everyone. Please bring your questions, examples, and comments about reporting and metadata.
- We are still looking for help with derived tables and reviewers. See our sign up sheet.
- Our next session will go through the review process and one more example of porting over a derived table from LDP to metaDB.
ERM Working Group
RM Working Group - group is working on RM-related derived tables for Metadb
- for latest query development updates, see RM Prototype and Query Development Status
- Meetings are biweekly on Tuesdays 11am-noon ET; contact Sharon Beltaine if you would like to join us
- Next meeting is Tuesday, April 19 11am-noon ET
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:
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