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Date

Attendees

 Present?

Name

Organization

Present?

Name

Organization

xArthur AguileraUniversity of Colorado, Boulder
Eric LuhrsLehigh University
xSharon BeltaineCornell UniversityxLinda MillerCornell University

Erin BlockUniversity of Colorado, Boulder
Nassib NassarIndex Data

Nancy BolducCornell University
Elena O'MalleyEmerson

Shannon BurkeTexas A&M
Tod OlsonUniversity of Chicago

Suzette CanedaStanford UniversityxJean PajerekCornell University

Lloyd ChittendenMarmot
Michael PatrickThe University of Alabama

Tim DannayMount Holyoke College
Eric PenningtonTexas A&M

Axel DoerrerUniversity MainzxScott PerryUniversity of Chicago


Shelley DoljackStanford UniversityxNatalya PikulikCornell University

Stefan DombekLeipzig UniversityxBob ScheierHoly Cross

Jennifer EustisU. Massachusetts Amherst / Five College
Vandana ShahCornell University
xLynne ForsWellesley College
Linnea ShiehStanford University

Lisa FurubottenTexas A&M
Clare SpitzerStanford University
   Alissa HafeleStanford University
Amelia SuttonU. Massachusetts

Kara HartWellesley College
Simona TabacaruTexas A&M
xJamie JesanisWellesley College
Huey-Ning Tan

Stanford University

xJeanette KalchikStanford University
Vitus TangStanford University
xKevin KishimotoStanford University
Irina TrapidoStanford University

Ingolf Kusshbz
Catherine TuohyEmmanuel College

Alexander LaoStanford University
Kevin WalkerThe University of Alabama

Joanne LearyCornell UniversityxAngela ZossDuke University

Eliana LimaFenway Library Organization


Discussion Items

Item

Who

Notes

Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda (or substitute)
  • Today's note-takers:  Team Leads for project updates

Announcements /
Reminders

Angela

Welcome (back) to Sharon!

  • Happy to announce that Sharon Beltaine is now serving as co-convener (again!). Thanks so much, Sharon!


Watch for SIG member survey

  • FOLIO SIG conveners have prepared a survey to check in with SIG members
  • Reporting SIG will be sending this out soon
  • Please complete! Shouldn't take long, and the feedback (anonymous) will help us know how to better structure meetings and activities


Any new members?

  • Welcome/introductions
  • Would anyone like a buddy? Like to be a buddy?


How to find our latest recordings


(Always) 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.


Review of 2022 goals, planning 2023 goals
  • Goals for 2022
    • Thoughts on past goals?
      • Most people thought our goals for last year made sense
      • Goals were all important, but don't necessarily have time to get to all of them


Review of In-Progress Projects
Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb
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

  • 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. MM notes
  • We will be fixing the LDP1 derived table instance_ext.sql which has a duplicate field (record_source and instance_source). The column record_source will be removed and comments will be added to the derived table.
  • If you are able to test ldpmarc 1.6 new release, please do so.


ERM Working Group


RM Working Group


Reporting SIG Documentation Subgroup

  • Morning Glory documentation is live on https://docs.folio.org/docs/
  • Nolana documentation is in review
  • Orchid documentation will be in progress soon, and plans are underway to include beta-level documentation for Metadb
  • 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
  • How to deal with External Stats reports?
    • maybe subteam leads check in about that
    • probably wait until after Metadb conversion is more complete
  • Exploring new recruitment/onboarding strategies (e.g., buddy system)
  • More work on asynchronous collaboration, how to engage in discussions and question answering more broadly
    • consider connecting discuss.folio.org with a Slack channel, to make sure any forum topics get highlighted on Slack as well?
  • Open question: should we update FOLIO LDP1-based Reporting First Implementers Grid
  • Cleaning up our wiki pages
  • January 19: tips on querying date fields from Sharon and Joanne
  • talk about preparation for Metadb: do institutions have questions? is there anything we should be working on to try to support them?


Review and update Topics for Future Reporting SIG Meetings 





  • A test Action Item (Ingolf)