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Attendance & NotesAngela

Attendance & Notes

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

Announcements /


Schedule for December

  • cancelled December 26 SIG meeting, maybe December 21 development team meeting

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 In-Progress Projects
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 reviewed the consistency of our LDP and metaDB derived tables which is looking good.

ERM Working Group

RM Working Group

Reporting SIG Documentation Subgroup

  • Morning Glory documentation is live on
  • 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 (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:

Discussion time
  • How to get FOLIO data without an LDP
    • If you're okay using APIs might want to try LDLite
  • Why don't all institutions get LDP?
    • EBSCO has internal analytics platform called Panorama, but it's not quite everything people need
    • Cornell has been through a learning curve with EBSCO on LDP, and things are getting better (more frequent updates, better performance)
    • have to negotiate it with them, but if they are willing to host, they should be able to now
    • it's really important that they stay on the recommended platform when they implement (LDP1 → AWS/Postgres)
    • Index Data develops the software and has offered support for other hosting providers, but that's easier if it's being hosted on the recommended platforms
  • Upcoming training
    • Cornell going to share some of their local training
    • Duke may be able to share some local recordings as well
  • Tableau dashboards at Cornell (built on LDP) are going over really well
    • they also run queries on a schedule, output Excel files, save to Box, restrict access using Box permissions
  • DBeaver vs. PGAdmin
    • Enterprise edition has some extra features like visual query builder and scheduler
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 with a Slack channel, to make sure any forum topics get highlighted on Slack as well?
  • Open question: should we update FOLIO LDPLDP1-based Reporting First Implementers Grid
  • Cleaning up our wiki pages
  • Monday, Dec 12: update on documentation of derived tables
  • upcomingThursday, Dec 15: tips on querying date fields from Sharon and Joanne

Review and update Topics for Future Reporting SIG Meetings