Versions Compared


  • This line was added.
  • This line was removed.
  • Formatting was changed.


Texas A&MStanford UniversityMount Holyoke CollegeStanford Universityhbz







Arthur AguileraUniversity of Colorado, BoulderxEliana LimaFenway Library Organization
xSharon BeltaineCornell University
Eric LuhrsLehigh University

Erin BlockUniversity of Colorado, BoulderxLisa McCollLehigh University

xLinda MillerCornell University

Shannon BurkeTexas A&M
Nassib NassarIndex DataShannon Burke

Suzette CanedaStanford UniversityxElena O'MalleyEmersonSuzette Caneda
xDung-Lan ChenSkidmore CollegexTod OlsonUniversity of Chicago

Lloyd ChittendenMarmotDung-Lan ChenSkidmore College
Jean PajerekCornell University

Tim DannayMount Holyoke CollegeLloyd ChittendenMarmot
Kimberly PamplinTexas A&M University Tim Dannay
xAxel DoerrerUniversity MainzxScott PerryUniversity of Chicago

Axel DoerrerShelley DoljackStanford University MainzxNatalya PikulikCornell UniversityShelley Doljack
xStefan DombekLeipzig UniversityxBob ScheierHoly CrossStefan Dombek
xLeipzig UniversityVandana ShahCornell UniversityJennifer EustisU. Massachusetts Amherst / Five College
Linnea ShiehVandana ShahStanford Cornell University

Lynne ForsWellesley College
Susie SkowronekLinnea ShiehOakland Stanford University

Lisa FurubottenTexas A&M
Susie SkowronekOakland University

Alissa HafeleStanford UniversityxKimberly SmithMiddle Tennessee State University

Kara HartWellesley CollegeAlissa HafeleStanford University
Clare SpitzerStanford University

Corrie HutchinsonIndex DataKara HartWellesley College
Amelia SuttonU. Massachusetts

Jamie JesanisWellesley CollegeCorrie HutchinsonIndex Data
Simona TabacaruTexas A&M

Jeanette KalchikStanford UniversityJamie JesanisWellesley College
Huey-Ning Tan

Stanford University

Jeanette KalchikKevin KishimotoStanford University
Vitus TangStanford University

Ingolf KusshbzKevin KishimotoStanford University
Irina TrapidoStanford UniversityIngolf Kuss

Alexander LaoStanford UniversityxCatherine TuohyEmmanuel CollegeAlexander Lao
xStanford UniversityJoanne LearyCornell University
Angela ZossDuke University





Attendance & NotesAngela

Attendance & Notes

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

Product Council UpdateJennifer

There was no meeting last week. The minutes for the 8-31-2023 are up. PC working groups are being setup. For this group here, an important one is improving or enhancing SIG reports (see draft wiki page). This group will be working on how to optimize SIG reports and how SIG's can get help from the PC. If you have ideas or comments, please reach out to me.

The Technical Council will be meeting today (Technical Council wiki page and calendar) to review the new FOLIO module, mod-fqm-manager. This new FOLIO module is behind the new List App (PTF - [Orchid] List App (Orchidtest report) ) which is an App where users can create, save, and manage lists or sets. This was discussed in the PC meeting, 2023-06-08 Product Council Meeting notes. There are screenshots in the 2023-06-08 Metadata Management Meeting notes. If you attended WolfCon, there were 2 presentations (one on new features and the other on architecture). The first iteration is creating, saving and managing sets in one App (users & items). The end goal is to allow users to use the List App for data across FOLIO apps. Is there interest in having the primary software engineer Matt Weaver come to a meeting?

Announcements /


New Outlook calendar invitation

  • Scott sent invitations for the new series to people listed on our Reporting SIG Home page
  • Anyone still need an invitation?
  • (If you don't consider yourself a member and don't want to receive meeting invitations, you can remove yourself from the table.)

Impacts of New Fields and Features

  • Are there any new fields or features we should know about from any of the functional areas that may impact reporting?
    • New
      • ?
    • From Recent Meetings
      • (Jennifer Eustis) from MM: proposal for a new field for item source (New field in the item record: Source ID - Functional analysis)
      • (Stefan Dombek) feature with Orchid: in the module audit, we have logs for orders and order lines and snapshot for create, edit, and delete records (unfortunately not for fiscal year rollover, just create/edit/delete; need to know the date of your FYO and then report based on that) (
      • (Jennifer Eustis) request for more helpful info when there are duplicate UUIDs during data import (
        serverFOLIO Issue Tracker

Upcoming meeting topics (tentative)

  • Reporting Development in Preparation for Poppy Release
  • Reporting Experiences from Various Institutions
  • Lists App
  • Managing Duplicates

Any new members?

  • Welcome/introductions

How to find our latest recordings

SIG Recruitment

We will need to be recruiting for a variety of roles in the coming months. Please consider whether you would be interested. Reach out to Scott Perry  or Sharon Beltaine with any questions.

  • Representative for the Documentation Working Group
  • Query developers
  • FOLIO Analytics Review Board (immediate need!)

What did we learn at WOLFcon 2023?All

Virtual and In-person WOLFcon 2023 attendees will update the group on what they learned at the conference:

  • See the WOLFcon 2023 Schedule
  • See video recordings at OLF Recordings 
  • several sessions on different reporting solutions, good for Reporting SIG to cover these additional areas
    • Lists App, Metabase, 
  • Wolfcon virtual experience was great, one room had technical difficulties
  • Applications and Management Thereof
    • gather modules into applications and start looking at places where transactions between applications are problematic and to optimize communications between applications; interact at a higher level than within the modules; can contacts be made?; need to rethink/redesign connections between applications; may impact the way we report on data; this approach will take years to realize
    • connections between applications are crucial 
  • reactions to Reporting Sessions
  • reactions to other sessions
  • new FOLIO features and tools
  • new approaches to working with reporting and data
  • questions

DBS-ClusterAxel & Stefan

The DBS cluster was created in JIRA to collect the open JIRA issues for DBS and work on them in the D-Reporting working group.

serverFOLIO Issue Tracker

We need some feedback.

FOLIO days in Germany


Axel & Stefan

Preparation for the FOLIO days in Stuttgart (Germany)

  • Hands-On Lab FOLIO Reporting (practical reporting on common use cases)
  • Internal working session (D-Reporting)
  • Presentation by Nassib (virtual) on LDP/Metadb

Status update to project

Build Metadb query cookbook-style documentation 

StefanIn the GitHub wiki you can find now new cookbooks.
Status update to project

Build a directory of extracted and derived tables

Angela & StefanAngela worked on the project to create a website for the automated documentation . Please take a moment to see if this is okay.