FOLIO Reporting Training Topics

OVERVIEW

  • Understanding Library Data Platform and FOLIO data structures
  • Connecting to the Library Data Platform with your reporting application
  • Using and customizing FOLIO Analytics queries
  • Using canned reports  
  • Building ad hoc reports


DETAILS


Understanding Library Data Platform and FOLIO data structures  

-inapp versus data warehouse reports 

-may be important for all report writers to take basic FOLIO training first 

-take the FOLIO training relevant to the areas you report on 

-how FOLIO differs from Voyager 

  

Connecting to the LDP with your reporting application 

-about the different instances of LDP: Test, Training, and Production 

  

DBeaver 

-getting oriented to the DBeaver interface 

-compare MS Access to DBeaver  

  

Using and customizing LDP Analytics queries (Using Canned Reports) 

-how to get to GitHub 

-where to get queries and documentation 

-using SQL from FOLIO Analytics report repository and running it in DBeaver 

-export to CSV 

  

Questions 

-what is the learning outcome for each of these steps? 

  

Ideas 

-user group for reporting 

- "cheat sheet” on variety of topics 

-use Cornell video on demand service to create short training videos

-CIT has a page on creating videos. 






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