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Dates

Stage

Activities

November 2023test and configuration for initial connections to reporting db
  • hosting team sets up accounts for reporting team members
  • reporting team members test and verify their connections to Metadb Test through DBeaver EE
  • Virtual DBeaver connection configurations for Metadb are researched and tested
December 2023schema setups 
  • hosting team sets up accounts for reporting users of specialized local schemas and those users test and verify their connections to Metadb Test
  • hosting team sets up local schemas on Metadb Test, providing access to each of the users for those schemas
  • schema users test access and writing data to their local schemas
Voyager Schema for Metadb
  • hosting team creates VGER schema and moves legacy system Voyager tables from LDP to Metadb
  • reporting team tests tables in VGER schema on Metadb
Metadb training development
  • subset of reporting team creates training materials on Metadb to deliver to reporting users
  • Metadb training delivered to reporting team for feedback
January 2024

Metadb Test Rollout

Critical LDP reports only and Metadb user account setups

  • January 1, 2024: Announcement to CUL that Reporting Team will be working on transition to Metadb, so only critical LDP queries or dashboards should be requested
  • Metadb Test setup for reporting users researched and tested
  • All user accounts in Metadb Test created 
  • Metadb training delivered to RUG, then all CUL reporting users
February - May 2024Poppy Implementation for both FOLIO and Metadb
  • FOLIO Production moves to Poppy in February 2024
  • Metadb Test moves to Poppy version of Folio Analytics
  • Reporting Team configures FOLIO Reporting App to run basic reports against Metadb Test
  • Reporting Team rewrites LDP queries for Metadb and updates dashboards to use Metadb queries
  • Revise Reporting Tips and Tricks pages to cover Metadb
June 2024

Reporting App Rollout

  • Metadb Production is created using Metadb Test as a template
  • Reporting Team tests queries and dashboards on Metadb Production
  • Reporting Team configures FOLIO Reporting App to run reports with parameters against Metadb Production
  • Reporting Users are trained in using Reporting App
July 2024Metadb Production RolloutYahoo!!! Reporting Team takes well-deserved trip to Hawaii 



Questions and Notes

  • What is the cutoff date for CUL staff to ask the reporting team to create LDP queries for them?
  • CUL to go to Poppy in February
  • Need to determine how long to keep up LDP Production after move from Metadb Test to Metadb Production and who would have access to LDP Production?


Priorities

  • queries will be update for Metadb based on criticality for functional area, candidacy for Report App, dependencies from dashboards


Dependencies

  • Hosting Team


Documentation

  • Revise tips and tricks for Metadb





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