CategoryTopicDescription
Reporting System Statuscurrent status FOLIO reporting database systemscurrent status of availability of LDP Production and LDP Test FOLIO reporting database systems


Getting Started

Getting Starting with FOLIO Reporting summary of the FOLIO reporting methods, environment, and tools
Joining the Reporting Users Email Listinstructions for joining the CUL-REPORT-USERS-L email list to stay informed on reporting features, server outages, and other updates



Getting Access 

Requesting Access to FOLIO Reportinghow to request access to the CUL FOLIO LDP reporting database to run and/or build reports
Connecting Virtual DBeaver to the CUL LDP Reporting Database instructions for configuring Virtual DBeaver to connect to the CUL LDP (Library Data Platform) reporting database
Running Report Queries with Virtual DBeaverinstructions for running, modifying, and saving FOLIO report queries with Virtual DBeaver connected to the CUL LDP (Library Data Platform) reporting database



SQL Query Directories for Reports



FOLIO Canned Reports Directorydirectory of all CUL FOLIO canned reports with links to the report queries and descriptions
FOLIO Reports Filter Directorylist of options for all parameters that can be used in report queries to filter results, e.g., location, item status
FOLIO Ad Hoc Reports Directorydirectory of all CUL FOLIO ad hoc reports with links to the report queries and descriptions
Using the CUL FOLIO Analytics Report Repository instructions for accessing and using queries on the Cornell Library's FOLIO Analytics report repository, a GitHub repository of SQL report queries and documentation written for the Cornell Library
FOLIO Archived Report Queries Directorydirectory of both canned and ad hoc queries for FOLIO reports that have been archived



Getting Help





Requesting Reporting Helpinstructions for using our online form to make a new report request, get help with running reports, and ask other reporting questions
FOLIO Application Supportinformation, announcements, and support for the Cornell Library FOLIO Application environments
Reporting Training Session Recordings & Slidesrecordings and slides for past FOLIO Reporting session training sessions and Reporting User Group presentations offered to CUL staff members
DBeaver Tips and Trickstips and tricks for using the DBeaver reporting application

Instructions for Filtering and Sorting Data in Excel file downloads

step-by-step instructions for filtering results in an Excel spreadsheet data download
SQL Training Resourceslist of links to SQL training resources
SQL Tips and Trickstips and tricks for writing queries using SQL with the CUL FOLIO LDP reporting database



Metadb


 

 

 



Transitioning from LDP to Metadb

Metadb is a new reporting database architecture in beta release that will eventually replace LDP software

Metadb Rollout Plan

plans for rolling out the new Metadb Test instance to reporting users, revising LDP queries to run on Metadb, and transitioning Metadb to production as the reporting database system for FOLIO

Connecting Virtual DBeaver to Metadb

instructions for configuring Virtual DBeaver to connect to the CUL Metadb Test reporting database

LDP to Metadb Field Name Changes

list of field names that have changed in the move from LDP to Metadb 

Metadb System Administration

resources for adminstration of the Metadb reporting database system

Annual Data Collection Dashboards & Excel Reports


Annual Data Collection Dashboards & Excel Reports

data dashboards on Cornell's Tableau server that are related to Annual Data Collection,  Excel data downloads, associated SQL queries, and documentation  


Access Services Tableau Dashboards & Excel Reports



Access Services Dashboards & Excel Reports


data dashboards on Cornell's Tableau server and Excel reports that are related to Access Services

Reference & Instruction Dashboards 

Reference & Instruction Interactions

data dashboards on Cornell's Tableau server that show counts of reference interactions from LibInsight as well as from the previously used  CountIt system


Selector Tableau Dashboards & Excel Reports


Selector Data Dashboards



data dashboards on Cornell's Tableau server that are of interest to Selectors and associated Collection Development staff (restricted access)


Automated Selector Reports


Excel data downloads of Collection Development reports for all teams and individual teams from the CUL LDP (Library Data Platform) reporting database that are automatically updated on a daily basis


Finance and Budget Office Dashboards


Finance and Budget Office Dashboards


data dashboards on Cornell's Tableau server that are of interest to the Finance and Budget Office team.

LTS Statistics Dashboards

LTS Acquisition and Cataloging Dashboard.

 data dashboards for daily/monthly/yearly operations in LTS for  acquisitions and cataloging.



Collection Management Excel Reports


Collection Management Reports



set of downloadable Excel files for collection management that is automatically updated on a daily basis


Reporting Specifications



Reporting Specifications

standards and specifications for obtaining data from FOLIO 


Advanced Features


Advanced Reporting Features

instructions for using advanced features of Cornell's reporting environments, such as importing data into local schemas in the LDP and connecting to the Voyager Historical reporting database


LDP System Administration





LDP System Administration 


resources for Library Data Platform reporting system administration, such as documentation and communication channels to support implementation, troubleshooting, and software release schedules

LDP Data Transfer Schedule and Information

Information about and schedule for data from FOLIO Test to be transferred to LDP Test and for data from FOLIO Production to be transferred to LDP Production
LDP Software Update ScheduleSchedule for LDP software updates for LDP Production and LDP Test instances
LDP Known Issuescurrent LDP issues impacting reporting


LDP Data Permissions Structure


description of the Cornell Library's policies for granting permissions to use data delivered by the Library Data Platform reporting database through various reporting tools in different formats 


FOLIO Reporting Team




FOLIO Reporting Team Members

list of members of the FOLIO Reporting Team

FOLIO Reporting Team Updates

updates on the progress of reports, dashboards, derived tables, and other FOLIO Reporting Team projects

FOLIO Reporting Team Documentation

internal documentation for the FOLIO Reporting Team




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