TABLE OF CONTENTS
Table of Contents |
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Circ Snapshot for LDP
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.
...
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.
...
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
...
-- 1. In order to get to the department code in the departments__t table, we need to extract the department ID from the jsonb array in the users__ table
WITH depts AS
(SELECT
users__.id AS user_id,
departments.jsonb #>> '{}' AS department_id
FROM
folio_users.users__
CROSS JOIN jsonb_array_elements((users__.jsonb #> '{departments}')::jsonb) as departments
WHERE users__.__current = 'true'
)
-- 2. Use the results of the depts subquery above to link to the departments__t table and users__t table
SELECT
NOW() AS extract_date,
loan loan__t.id as loan_id,
loan__t.item_id,
item__t.barcode,
loan__t.loan_date::timestamptz,
loan__t.return_date::timestamptz as loan_return_date,
groups__t.group AS patron_group_name,
jsonb_extract_path_text (folio_users.users__.jsonb,'customFields','department') AS custom_fields__department,
jsonb_extract_path_text (folio_users.users__.jsonb,'customFields','college') AS custom_fields__college,
departments__t.code AS department_code
FROM
folio_users.users__
LEFT JOIN folio_users.users__t
ON users__.id = users__t.id
LEFT JOIN depts
ON users__.id = depts.user_id
LEFT JOIN folio_users.departments__t
ON depts.department_id::UUID = departments__t.id
LEFT JOIN folio_circulation.loan__t
ON loan__t.user_id = users__t.id
LEFT JOIN folio_users.groups__t
ON users__t.patron_group = groups__t.id
LEFT JOIN folio_inventory.item__t
ON loan__t.item_id = item__t.id
WHERE
loan 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.
...