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Sharon BeltaineCornell University
Elena O'MalleyEmerson

Nancy BolducCornell University
Tod OlsonUniversity of Chicago

Lloyd ChittendenMarmot
Jean PajerekCornell University
xAxel DoerrerUniversity Mainz
Michael PatrickThe University of Alabama

Shelley DoljackStanford University
Eric PenningtonTexas A&M

Stefan DombekLeipzig University
Scott PerryUniversity of Chicago
xJennifer EustisU. Massachusetts Amherst / Five College
Natalya PikulikCornell University

Ingolf Kusshbz
Vandana ShahCornell University

Kim LaineCornell University
Amelia SuttonU. Massachusetts

Jesse LambertsonUniversity of Chicago
Simona TabacaruTexas A&M

Eliana LimaFenway Library Organization
Kevin WalkerThe University of Alabama

Linda MillerCornell University
Angela ZossDuke University

Nassib NassarIndex Data





Attendance & NotesAngela

Attendance & Notes

  • Today's attendance-taker: Linda Miller
  • Today's note-takers:  Team Leads for project updates

Announcements /


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.

Cluster Ranking

New Report Clusters are added on a regular basis, so it is important to make sure your institution is reviewing these clusters and ranking them to establish report development priorities. If you rank reports for your institution, please follow the instructions below. If someone else ranks, please pass this information along to that person so your institution's vote can be included.

  • Action =>> Please review Reporting SIG-All Report Clusters (57 issues) in JIRA and RANK each report cluster for your institution (R1-R5)
  • For reporting, institutions only need to rank the UXPROD Report Cluster JIRA issues. All reporting requirements, which are captured in REP-XXX issues, roll up to the UXPROD Report Clusters. Report clusters cover one or more report (REP-XXX issue) requirements.

Update LDP implementers grid

New FOLIO Query Writing Knowledge Base

  • See "Writing Queries" section in the sidebar of the wiki
Community ownershipNassib
Interest in a demo of querying non-Latin symbols?all
  • Offer from Stefan:
    •  In our library we will later import titles in non-Latin script symbols. I tried out the quering with these symbols. SQL allows you to quering directly non-Latin symbols. I have now gone one step further. I converted the stored strings to datatype bytea and then I have read, searched and manipulated these content. After that I converted it back to UTF-8 (varchar) again. Incidentally, DBeaver has a HEX viewer. I am happy to do a small demo within the group at some point if there is interest.
Interest in project to build dynamic parameter listsall
Demonstration - connect to LDP via R and RStudioAngela
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

  • The zoom link for the meeting is Usual FOLIO password.
  • The group has a new schedule - once a month starting Sept. 7th, Tuesday, from 12-1pm ET. Our next meeting will be 10/5.
  • Ongoing, this group has decided to be a lab session or a virtual place to learn from each other, seek help, and report back on any issues with derived tables or reports for metadata.

ERM Working Group

  • Going to tweak existing ERM queries on resource type and readd read dates
  • New report requests:
    • list of agreements by cancellation dates
    • agreement fund distribution by years
    • price trending per agreement (or agreement line) over years
  • New app "Dashboard" might provide inApp reporting → group to discover more of its possibilities
  • ERM Prototype and Query Development Status

RM Working Group

  • reviewed fund_expenditures_summary; will consider turning this into fund_expenditure_summary_by_expense_class
  • created fund_expenditures_by_po_line
  • several queries for RM completed, but still need documentation, testing, and review
  • working on queries for the 1.2 FOLIO Analytics release
  • for latest updates, see RM Prototype and Query Development Status

Reporting SIG Documentation Subgroup

  • No changes
  • Additional Context

External Statistics Working Group

  • no updates currently
  • ACRL query set included in FOLIO-Analytics 1.1 release
  • 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
  • Follow-up on MARC status, Quickmarc/Data Import conflicts
  • How to strengthen connections to SIGs and their developers to be kept in the loop about changes to the data model
  • Show and tell
    • how are institutions using the LDP
    • examples of using the local schema
    • Cornell's report ticketing system
    • Rollout plans from institutions
    • Ask someone on the sysadmin side to talk about LDP administration (Jason Root?)
  • Training topics
    • adding test data in FOLIO snapshot
    • How to do ad hoc querying with the derived tables
    • How to use the LDP app
    • using KNIME to build reports (LDP edition)
    • use of local schema for custom tables
    • more on MARC
    • using different applications (other than DBeaver)
    • Insomnia for API queries?
    • SQL
    • SQL/Notebooks in RStudio (Angela)
  • Upcoming:

Review and update Topics for Future Reporting SIG Meetings