FOLIO Reporting Team Updates

Reporting March 18 - April 13, 2023

• "Use of the LDP in Library Automation" presentation by LTS Automation Team and delivered at FOLIO Reporting Users Group meeting Monday, April 10
• 3 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 5 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
• 4 Tableau dashboards in revision or test
• 7 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 20230413 Full List of CUL Reports with Status for full status report

Reporting March 17 - March 30, 2023

• FOLIO Acquisitions and Electronic Resource Management Data Model Training developed and delivered over 2 Reporting SIG meetings
• 16 derived tables updated for LDP, converted to Metadb format, and submitted to the FOLIO-Analytics repository for the Orchid 1.6 of Folio Analytics (see Orchid 1.6 worksheet in full status report)
• 7 derived tables reviewed, tested, and approved for publication to the FOLIO-Analytics repository for the Orchid 1.6 of Folio Analytics (see Orchid 1.6 worksheet in full status report)
• Reporting Team has completed testing 60 queries on LDP Test for impacts and making code changes as needed to prepare for the move from Folio Analytics version 1.4 to version 1.5 on LDP Production
• Hosting services will update LDP Production to version ldpmarc 1.6.3 and Folio Analytics 1.6 on 3/31/23 (see LDP Software Update Schedule)
• 4 new report queries targeted for completion by 4/13/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 4 Tableau dashboards in revision or test
• 7 Tableau dashboards in progress or not started
• 139 reporting help requests resolved 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 20230330 Full List of CUL Reports with Status for full status report

Reporting March 3 - March 16, 2023

• Reporting Team has been testing 60 queries on LDP Test for impacts and making code changes as needed to prepare for the move from Folio Analytics version 1.4 to version 1.5 on LDP Production
• 1 report query created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries targeted for completion by 3/30/23, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 3 new Tableau dashboards completed
• 4 Tableau dashboards in revision or test
• 5 Tableau dashboards in progress or not started
• several derived tables updated for LDP, converted to Metadb format, and published to the FOLIO-Analytics repository for the Orchid 1.6 of Folio Analytics
• 139 reporting help requests resolved 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 20230316 Full List of CUL Reports with Status for full status report

Reporting February 3 - March 2, 2023:

• Milestone: 100 report queries developed, tested, and published by the FOLIO Reporting Team! 
• "Troubleshooting SQL Queries" presentation delivered to FOLIO Reporting Users Group on 2/27/23
• 1 report query revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 11 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
• 2 new report queries targeted for completion by 3/16/22, and more on the way
• 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 3 new Tableau dashboards completed
• 4 Tableau dashboards in revision or test
• 5 Tableau dashboards in progress or not started
• several derived tables converted to Metadb format and published to the FOLIO-Analytics repository for Orchid 1.6
• 139 reporting help requests resolved 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 20230302 Full List of CUL Reports with Status for full status report

Reporting January 20 - February 2, 2023:

• 3 report queries revised, tested, and published to the CUL report directory and cul-folio-analytics repository
• 3 new report queries targeted for completion by 3/2/22, and more on the way
• 14 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 3 new Tableau dashboards completed
• 3 Tableau dashboards in revision or test
• 3 new Tableau dashboards in progress or not started
• several derived tables converted to Metadb format and published to the FOLIO-Analytics repository for Orchid 1.6
• 138 reporting help requests resolved 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 official release of MetaDB
• See 20230202 Full List of CUL Reports with Status for full status report

Reporting December 21, 2022 - January 19, 2023:

• 1 new report query developed and published to the report directory
• 2 new report queries targeted for completion by 2/2/22, and more on the way
• 14 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
• 3 new Tableau dashboards completed
• 3 Tableau dashboards in revision or test
• 3 new Tableau dashboards in progress or not started
• 138 reporting help requests resolved 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 official release of MetaDB 
• see 20230119 Full List of CUL Reports with Status.xlsx for full status report