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DateSummary 
10/12/23
  • Following the recent location changes in the FOLIO system, we noticed some data that may make report results inaccurate or misleading, so we shared Location changes impacting data quality reports with LTS data quality management and automation groups 
  • Worked on materials for presentations planned to cover upcoming transition from LDP to Metadb reporting infrastructure system
  • Updating several queries to exclude inactivated locations from key record counts for reports and dashboards
  • Updated library location names and codes  in the FOLIO Reports Filter Directory to match recent updates in FOLIO Production
  • 1 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 5 new report queries targeted for completion by 10/12/23, and more on the way
  • 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 7 Tableau dashboards in progress or not started 
  • 154 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 20231012 Full List of CUL Reports with Status for full status report
9/28/23
  • Updated and Tested Locations Translation table in the local schemas in the LDP after library location names changed in FOLIO to ensure proper locations are shown in LDP reports and dashboards
  • Worked on materials for presentations planned to cover upcoming transition from LDP to Metadb reporting infrastructure system
  • Updating several queries to exclude inactivated locations from key record counts for reports and dashboards
  • Updated library location names and codes  in the FOLIO Reports Filter Directory to match recent updates in FOLIO Production
  • 1 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 5 new report queries targeted for completion by 10/12/23, and more on the way
  • 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 7 Tableau dashboards in progress or not started 
  • 154 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 20230928 Full List of CUL Reports with Status for full status report
9/14/23

Reporting Sept 1 - September 14, 2023

  • Delivered "Troubleshooting SQL" presentation at FOLIO Reporting SIG meeting on 9/7/23
  • Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
  • 2 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 2 reports updated for fiscal year 2024 including automation updates
  • 3 new report queries targeted for completion by 9/28/23, and more on the way
  • 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 7 Tableau dashboards in progress or not started 
  • 147 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 20230914 Full List of CUL Reports with Status for full status report
8/31/23

Reporting August 18 - August 31, 2023

  • Delivered 2 presentations at WOLFcon 2023: "Experiences of Institutions with FOLIO Reporting" and "Getting Started with FOLIO Reporting" 
  • Coordinated and moderated 5 WOLFcon 2023 reporting presentations on behalf of Reporting SIG and served on the WOLFcon 2023 planning team
  • Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
  • 1 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 2 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 2 reports updated for fiscal year 2024 including automation updates
  • 3 new report queries targeted for completion by 9/14/23, and more on the way
  • 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 7 Tableau dashboards in progress or not started 
  • 146 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 20230831 Full List of CUL Reports with Status for full status report
8/17/23

Reporting August 3 - August 17, 2023

  • Worked on planning, scheduling, and coordination of all Reporting SIG topics for upcoming WOLFCon 2023 conference
  • Prepared content to deliver 2 presentations at WOLFcon 2023: "Experiences of Institutions with FOLIO Reporting" and "Getting Started with FOLIO Reporting" 
  • Updated several financial report queries to include data for new fiscal year FY2024
  • Testing changes to library location names and codes in FOLIO Test and LDP Test for impacts on queries and dashboards
  • 3 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 3 reports updated for fiscal year 2024 including automation updates
  • 2 new report queries targeted for completion by 8/31/23, and more on the way
  • 18 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 7 Tableau dashboards in progress or not started 
  • 146 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 20230817 Full List of CUL Reports with Status for full status report
8/3/23

Reporting July 7 - August 3, 2023

  • Recruited Scott Perry, University of Chicago, to be new co-convener for the FOLIO Reporting SIG along with Sharon as Angela Zoss (Duke) leaves the position
  • Worked on planning, scheduling, and coordination of all Reporting SIG topics for upcoming WOLFCon 2023 conference
  • Moved to new versions of LDP software components on LDP Test – LDP 1.9.1 and Folio Analytics 1.6 – to support move to FOLIO Orchid release and to test and prepare for updating to these software components on LDP Production
  • Updating several report queries and Tableau dashboards to include data for new fiscal year, FY2024
  • Reviewing list of August updates to library location names and codes in FOLIO for impacts on queries and dashboards
  • 4 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 3 reports revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 4 new report queries targeted for completion by 8/17/23, and more on the way
  • 17 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 5 Tableau dashboards in progress or not started 
  • 143 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 20230803 Full List of CUL Reports with Status for full status report
7/6/23

Reporting June 23 - July 6, 2023

  • Completed analysis of Metadb Development Priorities with operations and automation teams
  • Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
  • Reviewing list of July updates to library location names and codes in FOLIO for impacts on queries and dashboards
  • 5 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 1 report revised, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 2 new report queries targeted for completion by 8/3/23, and more on the way
  • 15 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 5 Tableau dashboards in revision or test
  • 6 Tableau dashboards in progress or not started 
  • 142 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 20230706 Full List of CUL Reports with Status for full status report
6/22/23

Reporting June 9 - June 22, 2023

  • Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
  • Reviewing list of June-July updates to library location names and codes in FOLIO for impacts on queries and dashboards
  • 1 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 7 new report queries targeted for completion by 7/6/23, and more on the way
  • 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 6 Tableau dashboards in revision or test
  • 8 Tableau dashboards in progress or not started
  • New "one-stop-shop" grid for Access Services data added to FOLIO Reporting site
  • 142 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 20230622 Full List of CUL Reports with Status for full status report
6/8/23

Reporting May 26 - June 8, 2023

5/25/23

Reporting May 12 - May 25, 2023

  • Preparing FOLIO Reporting SIG's submission of presentations, workshops, working meetings, panel discussions, etc. for WOLFcon 23 conference
  • Preparing for move to Orchid 1.6 derived tables on LDP Test and LDP Production reporting databases
  • Preparing for June-July updates to library names and library codes in queries and dashboards
  • 5 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 7 new report queries targeted for completion by 6/8/23, and more on the way
  • 13 Tableau dashboards active on the libr-folio section of Cornell's Tableau server
  • 6 Tableau dashboards in revision or test
  • 8 Tableau dashboards in progress or not started
  • New documentation added to FOLIO Reporting site
  • 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 2023525 Full List of CUL Reports with Status for full status report
5/11/23

Reporting April 28 - May 11, 2023

4/27/23

Reporting April 14 - April 27, 2023

  • 2 new report queries created, tested, and published to the CUL report directory and cul-folio-analytics repository
  • 3 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
  • 6 Tableau dashboards in revision or test
  • 8 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 20230427 Full List of CUL Reports with Status for full status report
4/13/23

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
3/30/23

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
3/16/23

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
3/2/23

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
2/2/23

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


1/19/23

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


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