| October 2023 | January 2024 | Test and configuration for initial connections to reporting database | - Hosting Team has Metadb Test reporting database successfully synchronizing data with FOLIO Test application server
- hosting team sets up accounts on Metadb Test for reporting team members
- reporting team members verify their connections to Metadb Test through DBeaver EE
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January 2024 | January 2024 | Announcement to CUL staff about reporting requests | - Announcement to CUL that Reporting Team will be working on transition to Metadb, so only critical LDP queries or dashboards should be requested
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January 2024 | February 2024 | Schema setups | - hosting team sets up accounts for reporting users of specialized local schemas and those users test and verify their connections to Metadb Test
- hosting team sets up local schemas on Metadb Test, providing access to each of the users for those schemas
- schema users test access and writing data to their local schemas
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January 2024 | March 2024 | Voyager Schema for LDP | - additional Voyager tables are added to LDP Production
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January 2024 | February 2024 | Metadb Internal Training developed | - subset of reporting team creates training materials on Metadb to deliver to reporting users
- Metadb training delivered to reporting team
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January 2024 | March 2024 | Metadb Test moves to Metadb v1.2.0 | - Hosting team upgrades Metadb Test instance to Metadb v1.2.0 software version, which includes 1.7 Poppy version of Folio Analytics derived tables
- Reporting Team tests Metadb Test after new version of Metadb software is installed and reports any issues to hosting team
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January 2024 | February 2024 | Critical Queries for Metadb identified | - Reporting Team identifies most critical reports to transition from LDP to Metadb first and sets up query development schedule, as well as queries that dashboards depend on
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February 2024 | February 2024 | User Accounts for Metadb Test | - Virtual DBeaver and CloudBeaver connection configurations for Metadb are researched and tested
- Metadb Test setup for reporting users researched and tested
- All reporting user accounts in Metadb Test created and distributed
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February 2024 | March 2024 | Metadb Training Delivered | - Metadb training delivered to FOLIO Reporting Users Group
- Metadb training delivered to all CUL reporting users
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February 2024 | April 2024 | Poppy Implementation for both FOLIO and Metadb Test | - FOLIO Production moves to Poppy in February 2024
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February 2024 |
| Voyager Schema for Metadb Test | - hosting team creates VGER schema and moves legacy system Voyager tables from LDP to Metadb
- reporting team tests tables in VGER schema on Metadb
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February 2024 |
| First phase of Critical Queries and Dashboard for Metadb completed | - first phase of critical queries for Metadb are created and tested against Metadb Test with test data
- first phase of Tableau dashboards for Metadb are created and tested against Metadb Test with test data
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- LDP Production DB with FOLIO Production data
- Metadb Test DB with FOLIO Production data
| March 2024 | April 2024 | Metadb Test gets FOLIO Production Data | - Hosting Team has Metadb Test reporting database successfully synchronizing data with FOLIO Production application server
- Reporting Team tests Metadb Test with data from FOLIO Production against data from LDP Production to verify accuracy and communicates any issues to hosting team
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March 2024 |
| Second phase of Critical Queries and Dashboards for Metadb completed | - first phase of critical queries for Metadb are created and tested against Metadb test with production data
- second phase of critical queries for Metadb are created and tested against Metadb Test with production data
- first phase of critical dashboards for Metadb are created and tested against Metadb test with production data
- second phase of critical dashboards for Metadb are created and tested against Metadb Test with production data
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April - May 2024 |
| Final Phase of Critical Queries and Dashboards Completed | - final phase of critical queries for Metadb are created and tested against Metadb test with production data
- final phase of critical dashboards for Metadb are created and tested against Metadb Test with production data
- Reporting Team adds Reporting Tips and Tricks pages in FOLIO Reporting web site to cover Metadb
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June 2024 |
| Reporting App Test | - Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Test
- Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Test
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- LDP Production DB with FOLIO Production data
- Metadb Production DB with FOLIO Production data
| July 2024 |
| Metadb Production Rollout | - Metadb Test reporting database is cloned from Metadb Production, set up to use FOLIO Production as its data source, and tested by Reporting Team
- Reporting Team tests queries and dashboards on Metadb Production
- Metadb Production Go Live is announced to all CU Library staff
- All critical queries and dashboards use Metadb Production reporting database
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July 2024 |
| Reporting App Rollout | - Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Production
- Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Production
- Reporting Users are trained in using Reporting App
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- Metadb Production DB with FOLIO Production data
- Metadb Test DB with FOLIO Production data
| September 15, 2024 |
| LDP Production is retired | - LDP Production is retired
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