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The first step in the process is to create the circsnapshot4.sql table in the LDP, which is where data updates will be appended and stored. Run the create_circsnapshot4.sql query to create the circsnapshot4 table in the local_core schema on the LDP. This query (run just once) finds all records in the loans_items table where the user_id is not null, and gets the demographics associated with that user via the user_users table and the users_departmnts_unpacked table. This makes the a starting table that is updated by the update_circsnapshot4 query daily automatically.
---START QUERY
CREATE TABLE local_core.circ_snapshot4
AS
SELECT
now() AS extract_date,
li.loan_id,
li.item_id,
li.barcode,
li.loan_date,
li.loan_return_date,
li.patron_group_name,
uu.custom_fields__department,
uu.custom_fields__college,
udu.department_code
FROM folio_reporting.loans_items AS li
LEFT JOIN user_users AS uu
ON li.user_id = uu.id
LEFT JOIN folio_reporting.users_departments_unpacked AS udu
ON li.user_id = udu.user_id
WHERE li.user_id IS NOT NULL
;
---END QUERY
The daily_update_circ_demographics task runs daily at 7am. This task runs a query called update_circsnapshot4.sql. The update_circ_snapshot4.sql query (in the LOCAL_AUTOMATED folder in DBeaver) runs the following code on the LDP, which uses the INSERT function to get the new checkouts and add them to the local_core.circsnapshot4 table daily automatically. The local_core.circsnapshot4 table is used in circulation queries to generate reports that need the PII data that is removed everyday from circulation data in the FOLIO system.
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Here is the update_circ_snapshot4.sql query for LDP:
---START QUERY
INSERT INTO local_core.circ_snapshot4
SELECT
now() AS extract_date,
li.loan_id,
li.item_id,
li.barcode,
li.loan_date,
li.loan_return_date,
li.patron_group_name,
uu.custom_fields__department,
uu.custom_fields__college,
udu.department_code
FROM folio_reporting.loans_items AS li
LEFT JOIN user_users AS uu
ON li.user_id = uu.id
LEFT JOIN folio_reporting.users_departments_unpacked AS udu
ON li.user_id = udu.user_id
WHERE
li.loan_id NOT IN
(SELECT cs4.loan_id
FROM local_core.circ_snapshot4 AS cs4
)
AND li.user_id IS NOT NULL
;
---END QUERY
Here is a screenshot of the local_core.circsnapshot4 table in the LDP.
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Here is the update_circ_snapshot4_metadb.sql query:
---START QUERY
-- MCR404
-- update_circsnapshot4_metadb.sql
-- Last updated: 7/1/24
-- The update_circ_snapshot4_metadb.sql query
-- runs the following code on Metadb, which uses the INSERT function to get the new checkouts
-- and add them to the sm_local_shared.circsnapshot4 table daily automatically.
-- The sm_local_shared.circsnapshot4 table is used in circulation queries to generate reports
-- that need certain demographic data that is removed everyday from circulation data in the FOLIO system.
-- 6-27-24: This query creates the "insert into" portion of the circ_snapshot4 query
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LEFT JOIN folio_inventory.item__t
ON loan__t.item_id = item__t.id
WHERE
loan__t.id NOT IN
(SELECT cs4.loan_id::UUID
FROM local_shared.sm_circ_snapshot4 as cs4
)
AND loan__t.user_id is not null
AND users__.__current = true
;
INSERT FINAL VERSION OF QUERY HERE---END QUERY
Here is a screenshot of the local_shared.sm_circs_snapshot4 table in Metadb.
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