Page History

Reporting January 26 - February 8, 2024

• Created Reporting Team Goals for 2024
• Delivered "Part 1" of Metadb Rollout Plan and Training Materials to prepare reporting users for the upcoming transition from the LDP to the Metadb reporting database system
• Began testing CloudBeaver as an alternative to the Virtual DBeaver reporting application
• Worked with reference librarians and library systems on SpringShare data integration
• Worked with hosting team on account setups, software updates, configuration changes, support requirements and data sources for new Metadb Test reporting database
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 1 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 2/8/24, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 158 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, and need for more development of the Receiving app
• See 20240208 Full List of CUL Reports with Status for full status report

Reporting January 12 - January 25, 2024

• Created Reporting Team Goals for 2024
• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Prepared for setup and testing for CloudBeaver as alternative to Virtual DBeaver
• Worked with reference librarians and library systems on SpringShare data integration
• Worked with hosting team on account setups, software updates, configuration changes, support requirements and data sources for new Metadb Test reporting database
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 1 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 2/8/24, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 158 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, and need for more development of the Receiving app
• See 20240125 Full List of CUL Reports with Status for full status report

Reporting January 2 - January 11, 2024

• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Working with hosting team on account setups, software updates, configuration changes, support requirements and data sources for new Metadb Test reporting database
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 4 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 1/25/24, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 157 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, and need for more development of the Receiving app
• See 20240111 Full List of CUL Reports with Status for full status report

Reporting November 23 - December 7, 2023

• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Reporting team user accounts created and tested for access to new Metadb Test reporting database
• Working with hosting team on account setups, software updates, configuration changes, support requirements and data sources for new Metadb Test reporting database
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• Several derived tables updated and merged for the folio-analytics GitHub repository merged for 1.7 Poppy release
• Several derived tables reviewed and tested for the  folio-analytics GitHub repository submitted for 1.7 Poppy release
• 2 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 4 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 1/11/24, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 155 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20231207 Full List of CUL Reports with Status for full status report

Reporting November 9 - November 22, 2023

• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Contributed to and led the FOLIO Analytics Code Review Board for the 1.7 Poppy release
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 1 derived table for the folio-analytics GitHub repository merged for 1.7 Poppy release
• 5 derived tables for the  folio-analytics GitHub repository submitted for 1.7 Poppy release
• 5 derived tables for the folio-analytics GitHub repository reviewed for 1.7 Poppy release
• 1 report created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 7 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 12/7/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 155 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20231122 Full List of CUL Reports with Status for full status report

Reporting October 27 - November 9, 2023

• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Launched the FOLIO Analytics Code Review Board for the 1.7 Poppy release
• Participating in BugFest for Poppy to test the Reporting App
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 1 derived table for the folio-analytics GitHub repository merged for 1.7 Poppy release
• 5 derived tables for the  folio-analytics GitHub repository submitted for 1.7 Poppy release
• 5 derived tables for the folio-analytics GitHub repository reviewed for 1.7 Poppy release
• 1 report created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 6 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 11/22/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 154 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20231109 Full List of CUL Reports with Status for full status report

Reporting October 13 - October 26, 2023

• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Launched the FOLIO Analytics Code Review Board for the 1.7 Poppy release
• Participating in BugFest for Poppy to test the Reporting App
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• 1 derived table for the folio-analytics GitHub repository merged for 1.7 Poppy release
• 5 derived tables for the  folio-analytics GitHub repository in progress for 1.7 Poppy release
• 5 derived tables for the folio-analytics GitHub repository in review for 1.7 Poppy release
• 3 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 5 new report queries for the cul-folio-analytics GitHub repository targeted for completion by 11/9/23, and more on the way
• On the CUL section of Cornell's Tableau Server (libr-folio), replaced the "librgroup - folio - All Staff" Tableau permissions group with our the Active Directory Tableau permissions group "LIB-CUnivLibrary-AllStaff-gs" on each of our Tableau dashboards needing all-staff access, which means we no longer need to manually maintain our all-staff permissions group
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 154 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20231026 Full List of CUL Reports with Status for full status report

• Following the recent location changes in the FOLIO system, we noticed some location data that was making report results inaccurate or misleading, so we created and shared reports showing Location changes impacting data quality with the LTS data quality management and automation groups, who will follow up to fix the data 
• Worked on materials and plans for CUL presentations planned to cover upcoming transition from LDP to Metadb reporting database system
• Worked with reporting product owner, LDP/Metadb director, and Reporting SIG report development teams to establish FOLIO Analytics code completion schedule and launch FOLIO Analytics Code Review Board for Poppy
• Collaborated with co-convener to prepare for and lead FOLIO Reporting SIG meetings
• Updated several queries to exclude inactivated locations from reports and dashboards
• Updated library location names and codes in the FOLIO Reports Filter Directory to match recent location updates in FOLIO Production
• 3 reports created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 new report queries targeted for completion by 10/26/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 154 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20231012 Full List of CUL Reports with Status for full status report

• Updated and Tested Locations Translation table in the local schemas in the LDP after library location names changed in FOLIO to ensure proper locations are shown in LDP reports and dashboards
• Worked on materials for presentations planned to cover upcoming transition from LDP to Metadb reporting infrastructure system
• Updating several queries to exclude inactivated locations from key record counts for reports and dashboards
• Updated library location names and codes  in the FOLIO Reports Filter Directory to match recent updates in FOLIO Production
• 1 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 5 new report queries targeted for completion by 10/12/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 154 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230928 Full List of CUL Reports with Status for full status report

Reporting Sept 1 - September 14, 2023

• Delivered "Troubleshooting SQL" presentation at FOLIO Reporting SIG meeting on 9/7/23
• Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
• 2 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 reports updated for fiscal year 2024 including automation updates
• 3 new report queries targeted for completion by 9/28/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 147 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230914 Full List of CUL Reports with Status for full status report

Reporting August 18 - August 31, 2023

• Delivered 2 presentations at WOLFcon 2023: "Experiences of Institutions with FOLIO Reporting" and "Getting Started with FOLIO Reporting" 
• Coordinated and moderated 5 WOLFcon 2023 reporting presentations on behalf of Reporting SIG and served on the WOLFcon 2023 planning team
• Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
• 1 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 reports updated for fiscal year 2024 including automation updates
• 3 new report queries targeted for completion by 9/14/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 146 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230831 Full List of CUL Reports with Status for full status report

Reporting August 3 - August 17, 2023

• Worked on planning, scheduling, and coordination of all Reporting SIG topics for upcoming WOLFCon 2023 conference
• Prepared content to deliver 2 presentations at WOLFcon 2023: "Experiences of Institutions with FOLIO Reporting" and "Getting Started with FOLIO Reporting" 
• Updated several financial report queries to include data for new fiscal year FY2024
• Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
• 3 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 reports updated for fiscal year 2024 including automation updates
• 2 new report queries targeted for completion by 8/31/23, and more on the way
• 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started 
• 146 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230817 Full List of CUL Reports with Status for full status report

Reporting July 7 - August 3, 2023

• Recruited Scott Perry, University of Chicago, to be new co-convener for the FOLIO Reporting SIG along with Sharon as Angela Zoss (Duke) leaves the position
• Worked on planning, scheduling, and coordination of all Reporting SIG topics for upcoming WOLFCon 2023 conference
• Moved to new versions of LDP software components on LDP Test – LDP 1.9.1 and Folio Analytics 1.6 – to support move to FOLIO Orchid release and to test and prepare for updating to these software components on LDP Production
• Updating several report queries and Tableau dashboards to include data for new fiscal year, FY2024
• Reviewing list of August updates to library location names and codes in FOLIO for impacts on queries and dashboards
• 4 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 4 new report queries targeted for completion by 8/17/23, and more on the way
• 17 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 5 Tableau dashboards in progress or not started 
• 143 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230803 Full List of CUL Reports with Status for full status report

Reporting June 23 - July 6, 2023

• Completed analysis of Metadb Development Priorities with operations and automation teams
• Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
• Reviewing list of July updates to library location names and codes in FOLIO for impacts on queries and dashboards
• 5 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 1 report revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 new report queries targeted for completion by 8/3/23, and more on the way
• 15 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 5 Tableau dashboards in revision or test
• 6 Tableau dashboards in progress or not started 
• 142 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230706 Full List of CUL Reports with Status for full status report

Reporting June 9 - June 22, 2023

• Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
• Reviewing list of June-July updates to library location names and codes in FOLIO for impacts on queries and dashboards
• 1 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 7 new report queries targeted for completion by 7/6/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 6 Tableau dashboards in revision or test
• 8 Tableau dashboards in progress or not started
• New "one-stop-shop" grid for Access Services data added to FOLIO Reporting site
  • Access Services Dashboards & Excel Reports 
• 142 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230622 Full List of CUL Reports with Status for full status report

Reporting May 26 - June 8, 2023

• Completed FOLIO Reporting SIG's WOLFcon 2023 Submission of presentations, workshops, working meetings, panel discussions, etc. 
• Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
• Reviewing list of June-July updates to library names and library codes for impacts on queries and dashboards
• 4 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries targeted for completion by 6/21/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 6 Tableau dashboards in revision or test
• 8 Tableau dashboards in progress or not started
• New "one-stop-shop" grid for Annual Data Collection data added to FOLIO Reporting site
  • Annual Data Collection Dashboards & Excel Reports 
• 141 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230608 Full List of CUL Reports with Status for full status report

Reporting May 12 - May 25, 2023

• Preparing FOLIO Reporting SIG's submission of presentations, workshops, working meetings, panel discussions, etc. for WOLFcon 23 conference
• Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
• Preparing for June-July updates to library names and library codes in queries and dashboards
• 5 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 7 new report queries targeted for completion by 6/8/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 6 Tableau dashboards in revision or test
• 8 Tableau dashboards in progress or not started
• New documentation added to FOLIO Reporting site
  • Parsing Out Call Numbers under SQL Tips and Tricks 
• 140 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 2023525 Full List of CUL Reports with Status for full status report

Reporting April 28 - May 11, 2023

• Worked with Reporting SIG members and co-convener to gather reporting solution by institution listings
  • see Reporting Implementation by Institution page in the FOLIO Reporting SIG wiki
• New "local_protected" schema added to LDP Test and LDP Production to store tables capturing daily updates that cannot be deleted
• Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
• Preparing for June-July updates to library names and library codes in queries and dashboards
• "Review of LDP Derived Table Updates for Orchid 1.6" presentation delivered to FOLIO Reporting Users Group meeting Monday, May 8, 2023
• 1 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 6 new report queries targeted for completion by 5/24/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 6 Tableau dashboards in revision or test
• 8 Tableau dashboards in progress or not started
• New documentation added to FOLIO Reporting site
  • Accessing and Using Data Dashboards
  • Filtering and Sorting Data in Excel File Downloads for Automated Reports
• 140 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 2023511 Full List of CUL Reports with Status for full status report

Reporting April 14 - April 27, 2023

• 2 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries targeted for completion by 4/27/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 6 Tableau dashboards in revision or test
• 8 Tableau dashboards in progress or not started
• 140 reporting help requests resolved via TDX since 7/1/21
• some report development blocked due to FOLIO application development issues (see LDP Known Issues), lack of access to eHoldings data, need for more development of the Receiving app, and dependence on the availability of a MetaDB Test instance
• See 20230427 Full List of CUL Reports with Status for full status report