Dennis began with discussion of a dashboard for finance. Seems more appropriate for Folio as a whole. Planning a summary widget for finance and acquisitions. Widget will display based on search results. It will calculate summary information based on search results. Focus primarily focused on daily applications. Cross app reports will use LDP.
See notes in In-App Reports - Dennis Bridges spreadsheet of RM reports
Evaluation of reports
Discussion about LDP not having real-time data.
LDP for table join to external
Metadata Management Visit
Complex queries. Transition of the data from apps to the LDP or LDP to apps is not defined. Maybe workflow engine or an in app report can produce the results. Agreement that the workflow engine should be the mechanism.
Clarification of LDP or Data warehouse. Are the same thing.
Hoping for incorporation of reporting within sprint reviews and roadmap.
Some inapp reports originally identified have now moved to the LDP.
Need for development resources
Is the data model a remodeling of data? Interpretation across two different places. Using Star Schema to reorganize the data to make it easier.
Concerns about transferring large amounts of data. Now not possible.
Discussion about the structure and ability to create local tables in the LDP. Some examples of local tables in existing systems.
Marc being converted to JSON (already being done elsewhere in FOLIO). Specify nested data? Reporting SIG is not looking at non-relational options for Marc. There will be a manual mapping of some of the elements.
Review of reports
Review process of Reporting SIG to generate reports. Reviewed SQL for a sample report Shelf-list Location. Initial documentation to figure out which attributes are needed to create a data model. Reviewed the Star Schema for the LDP.
All tables will have a tenant ID.
Report on the process that makes changes–how do you report on operational activity. In app report.
- add a user story to the JIRA issue about storing effective location in loan (UXPROD-1432)
- Sharon will follow up with Dennis on the remaining reports not reviewed at F2F