2023-04-24 Reporting SIG Meeting notes

Date

24 Apr 2023

Attendees

Present?	Name	Organization	Present?	Name	Organization
x	Arthur Aguilera	University of Colorado, Boulder		Eliana Lima	Fenway Library Organization
x	Sharon Beltaine	Cornell University		Eric Luhrs	Lehigh University
	Erin Block	University of Colorado, Boulder	x	Linda Miller	Cornell University
	Nancy Bolduc	Cornell University		Nassib Nassar	Index Data
	Shannon Burke	Texas A&M	x	Elena O'Malley	Emerson
	Suzette Caneda	Stanford University	x	Tod Olson	University of Chicago
	Lloyd Chittenden	Marmot	x	Jean Pajerek	Cornell University
	Tim Dannay	Mount Holyoke College	x	Kimberly Pamplin	Texas A&M University
x	Axel Doerrer	University Mainz	x	Scott Perry	University of Chicago
	Shelley Doljack	Stanford University	x	Natalya Pikulik	Cornell University
x	Stefan Dombek	Leipzig University	x	Bob Scheier	Holy Cross
	Jennifer Eustis	U. Massachusetts Amherst / Five College	x	Vandana Shah	Cornell University
	Lynne Fors	Wellesley College	x	Kimberly Smith	Middle Tennessee State University
	Lisa Furubotten	Texas A&M		Linnea Shieh	Stanford University
	Alissa Hafele	Stanford University		Clare Spitzer	Stanford University
	Kara Hart	Wellesley College		Amelia Sutton	U. Massachusetts
	Corrie Hutchinson	Index Data		Simona Tabacaru	Texas A&M
	Jamie Jesanis	Wellesley College		Huey-Ning Tan	Stanford University
	Jeanette Kalchik	Stanford University		Vitus Tang	Stanford University
	Kevin Kishimoto	Stanford University		Irina Trapido	Stanford University
x	Ingolf Kuss	hbz	x	Catherine Tuohy	Emmanuel College
	Alexander Lao	Stanford University		Kevin Walker	The University of Alabama
	Joanne Leary	Cornell University	x	Angela Zoss	Duke University
				Visitor - Dung-Lan Chen	Skidmore College

Discussion Items

Item	Who	Notes
Attendance & Notes	Sharon	Attendance & Notes Today's attendance-taker: Linda (or substitute) Today's note-takers: Team Leads for project updates
Announcements / Reminders	Sharon	HAPPY BIRTHDAY TO ANGELA! Upcoming meeting topics May 4: Reporting SIG onboarding part 2: onboarding for query development May 8: ACQ-ERM Data Model Training Follow-Up (tentative) Updating Listing of Reporting Implementations by Institution The Reporting SIG is completing an inventory of hosting plans (vendor-hosted/self-hosted) for reporting by institution. Please take a moment to update this table with your institution’s information (if known) by Friday April 28: Reporting Implementation by Institution Updating Directory of Reporting SIG Members Our directory of Reporting SIG members is out of date. Please take a moment to update/add/fix entries: See entries on the Reporting SIG Home page (scroll down to get to the list of names) Any new members? Welcome/introductions How to find our latest recordings Recording details available on our Reporting SIG Meetings and Notes page and Query Development Meetings page (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.
Update on Derived Tables Documentation Project	Stefan	Stefan will provide another update on the Derived Tables Documentation project. Build a directory of extracted and derived tables Notes suggest using PIP to help manage dependencies
Statement on LDP1/Metadb Hosting Support	Angela, Sharon	We would like to hear your feedback on a statement about LDP1/Metadb Hosting support that a small group has been preparing for presentation to Product Council. The members of D-Reporting working group need more time to review the document and provide feedback (Very many libraries, more than 200 in the union "GBV" alone. In addition, other unions with their libraries and institutions. Most are self-hosted and hosting for other institutions.) Notes: more time for review of the document will be provided to ensure the D-Reporting working group has the additional time needed document should be more clear about what is needed when hosting FOLIO versus hosting LDP, etc. problem with opening up pipeline for Kafka-based data flow versus LDP1; might not work to ship that much data across cloud instances important to offer institutions a choice over how to host Does FOLIO have a reporting solution or is the reporting solution outside of FOLIO? Some institutions joined FOLIO project with the understanding it included a reporting solution

Recurring Items (Updated weekly, but not always discussed in meeting)

Item

Who

Notes

Review of In-Progress Projects (Recurring)

Build a directory of extracted and derived tables
- update coming (April 24)
Build Metadb query cookbook-style documentation
- has been opened and sent to the development teams for planning/prioritization
- haven't settled on a style exactly, but have some examples
Build Training Program for FOLIO Data Model
- ACQ/ERM drafts have been presented and will be updated
Port LDP1 derived tables to Metadb
- possibly done??
Recruit from new institutions not represented
- recommend that the development teams reach out to SIGs for an update, invite new members

Review the release notes for FOLIO Analytics, LDP1, LDLite, LDP Reporting App, ldpmarc, Metadb Projects (Recurring)

LDP1 release notes
Metadb release notes (via tags)
LDLite release notes (via tags)
ldpmarc release notes
LDP Reporting App release notes (mod-ldp, ui-ldp) and JIRA issues (mod-ldp, ui-ldp)
FOLIO Analytics release notes

Updates and Query Demonstrations from Various Reporting Related Groups and Efforts Projects (Recurring)

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
Contact Angela if you would like to join these meetings; second Tuesdays at 1pm Eastern
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
- Status of LDP1 → Metadb querying porting: https://docs.google.com/spreadsheets/d/1efLc6QMJyGuXyQM26pZbti-B6wFhJuZt7s7FJbhdXYo/edit#gid=0

MM Working Group

We are now holdings joint meetings with RA/UM. Our recurring meeting time has changed to the 2nd Tuesday from 1-2pm ET.
Zoom URL: https://duke.zoom.us/j/92324148267?pwd=V3lCSGJBSm5mYm4xamVFNFJqOGhzZz09
Meeting ID: 923 2414 8267
Passcode: 358968

ERM Working Group

Current topics
- Reporting for FOLIO Apps
  - Open Access
  - eUsage
  - eHoldings
Meetings are bi-weekly on tuesdays 11am ET alternating with ACQ Working Group
- Next meeting will be at 25th, Apr
- Contact Stefan Dombek if you would like to get a calendar invitation

ACQ Working Group

group is working with ERM group on ACQ-ERM FOLIO Data Model Training
group is working on ACQ-related (Acquisitions) derived tables for the next Folio-Analytics release
- see ACQ Derived Tables to Convert from LDP1 to 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 a calendar invitation
Meeting Recordings are here: FOLIO ERM-RM Report Dev Teams

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

D-A-CH Working Group (D-Reporting)

Discussion on draft statement: "Hosting and Support"
- The members of D-Reporting need more time to review the document and provide feedback
Ongoing topics
- Onboarding training
- DBS statistics
  - JIRA-Issues, Rpt-Clusters
  - Gap analysis to statistic codes, user counts etc.
  - Identifying functions that we need for statistics in Germany but are not yet implemented in FOLIO
Meetings are currently held by appointment
- Last meeting: 24th, Apr
- Next meeting will be at 8th, May (1 pm, CEST)
- Contact Stefan Dombek if you would like to get a calendar invitation

Product Council

(December 8 meeting) PC shared a report of the SIG check-ins
would love for PC to check-in yearly

For all recent work on FOLIO Reporting SQL development:

https://github.com/folio-org/folio-analytics/commits/main