Documentation Dashboard
(IN PROGRESS)
FOLIO Project Reporting Resources links to reporting information from the FOLIO project
FOLIO Canned Reports Directory (IN PROGRESS) directory of all CUL FOLIO canned reports with links to the report queries and descriptions
FOLIO Ad Hoc Reports Directory directory of all CUL FOLIO ad hoc reports with links to the report queries and descriptions
Requesting Reporting Help instructions for using our online form to make a new report request, get help with running reports, and ask other reporting questions Reporting Training Session Recordings & Slides recordings and slides for past FOLIO Reporting session training sessions and Reporting User Group presentations offered to CUL staff members SQL Training Resources list of links to SQL training resources SQL Tips and Tricks tips and tricks for writing queries using SQL with the CUL FOLIO LDP reporting database Advanced Reporting Features instructions for using advanced features of Cornell's reporting environments, such as importing data into local schemas in the LDP and connecting to the Voyager Historical reporting database
LDP
| Category | Topic | Description |
|---|---|---|
Reporting System Status | current status of availability of LDP Production and LDP Test FOLIO reporting database systems | |
Getting Started | Getting Starting with FOLIO Reporting |
| summary of the FOLIO reporting methods, environment, and tools | |
| Joining the Reporting Users Email List | instructions for joining the CUL-REPORT-USERS-L email list to stay informed on reporting features, server outages, and other updates |
Getting Access | Requesting Access to FOLIO Reporting | how to request access to the CUL FOLIO LDP reporting database to run and/or build reports |
| Connecting Virtual DBeaver to the CUL LDP Reporting Database | instructions for configuring Virtual DBeaver to connect to the CUL LDP (Library Data Platform) reporting database | |
| Running Report Queries with Virtual DBeaver | instructions for running, modifying, and saving FOLIO report queries with Virtual DBeaver connected to the CUL LDP (Library Data Platform) reporting database |
Getting Help | Requesting Reporting Help | instructions for using our online form to make a new report request, get help with running reports, and ask other reporting questions |
| FOLIO Application Support | information, announcements, and support for the Cornell Library FOLIO Application environments | |
| Reporting Training Session Recordings & Slides | recordings and slides for past FOLIO Reporting session training sessions and Reporting User Group presentations offered to CUL staff members | |
| DBeaver Tips and Tricks | tips and tricks for using the DBeaver reporting application | |
| step-by-step instructions for filtering results in an Excel spreadsheet data download | ||
| SQL Training Resources | list of links to SQL training resources | |
| SQL Tips and Tricks | tips and tricks for writing queries using SQL with the CUL FOLIO LDP reporting database | |
Dashboards & | list of links for Tableau Data Dashboards and Excel Reports by functional area of the library:
| |
SQL Query Directories for Reports | SQL Report Query Directories Overview | links and descriptions for each of the SQL report query directories created and maintained by the CUL FOLIO Reporting Team to support CUL staff reporting needs |
Report Directories
| FOLIO Reports Filter Directory | list of options for all parameters that can be used in report queries to filter results, e.g., location, item status |
| Using the CUL FOLIO Analytics Report Repository | instructions for accessing and using queries on the Cornell Library's FOLIO Analytics report repository, a GitHub repository of SQL report queries and documentation written for the Cornell Library |
Getting Help
Advanced Features
Metadb | Metadb is a new reporting database architecture in beta release that will eventually replace LDP software | |
plans for rolling out the new Metadb Test instance to reporting users, revising LDP queries to run on Metadb, and transitioning Metadb to production as the reporting database system for FOLIO | ||
instructions for configuring Virtual DBeaver to connect to the CUL Metadb Test reporting database | ||
guidelines for rewriting your LDP queries to work within the new Metadb reporting database structure | ||
list of field names that have changed in the move from LDP to Metadb | ||
resources for adminstration of the Metadb reporting database system | ||
LDP |
resources for Library Data Platform reporting system administration, such as documentation and communication channels to support implementation, troubleshooting, and software release schedules | ||
| Information about and schedule for data from FOLIO Test to be transferred to LDP Test and for data from FOLIO Production to be transferred to LDP Production | ||
| LDP Software Update Schedule | Schedule for LDP software updates for LDP Production and LDP Test instances | |
| LDP and Metadb Known Issues | current LDP and Metadb issues impacting reporting | |
| description of the Cornell Library's policies for granting permissions to use data delivered by the Library Data Platform reporting database through various reporting tools in different formats | ||
FOLIO Reporting Team | list of members of the FOLIO Reporting Team | |
updates on the progress of reports, dashboards, derived tables, and other FOLIO Reporting Team projects | ||
internal documentation for the FOLIO Reporting Team |