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Canned report SQL queries written to run on the Metadb reporting database


All Reports


All Reports

Report Code 
and Link to Query
Functional AreaPriorityLast
Updated or Target Date
Report NameDescriptionAssignment
MCR106Access ServicesHigh

missing_or_lost_items

creates a list of missing or lost items at a given libraryjl41
MCR107Access ServicesHigh6/24/24

patron_requests_by_type_and_status

list of patron requests within a specified date range by request type and statusjl41
MCR108Access ServicesHigh5/22/24

services_usage

This query provides the number of circulation transactions by service-point and transaction type, with time aggregated to date, day of week, and hour of day.jl41
MCR113Accounting
2/19/24

daily_approved_invoice_exported

This query provides the total amount of voucher_lines per account number and per approval date for transactions exported to accounting. 
The invoice status is hardcoded as 'Paid'

MCR114Accounting
5/6/24

daily_appr_inv_vendor

This query provide the list of invoices paid by vendor along with voucher lines details.
MCR116Accounting
2/2024

payable_inv_not_fed_notes

This query provides the total amount of voucher lines not sent to accounting (manuals) per account number with notes
MCR118Access Services
6/7/24missing_in_transitThis query finds items that are still in transit after 10 days.jl41
MCR120Accounting
4/2024daily_appr_inv_controlThis query provides the total amount of voucher_lines per external account number along with the approval dates. 
It includes manuals and transactions sent to accounting. The invoice status is hardcoded as 'Paid'.*/

MCR122Accounting
7/25/24fund_details_summaryThis query provides fund details summaries for active funds
MCR126Access ServicesHigh5/23/24

borrow_direct_interlibrary_loan_recalls

This query finds books that are on loan to BD and ILL, were recalled and are now overdue
jl41
MCR127Access ServicesHigh5/23/24
Borrow_direct_interlibrary_loan_overdue_items
Provides a list of items owned by CUL and borrowed by BD/ILL patrons, that are overdue.jl41
MCR132AccountingHigh8/12/24

ytd_acct_bal_by_ledger_univ_acct

This report provides the year-to-date external account cash balance along with total_expenditures, initial allocation, and net allocation. This is an accounting report used for monthly reconciliation.slm5, ama8
MCR134Collection ManagementHigh7/25/24

approved_invoices_bib_data

This query provides the list of approved invoices within a date range along with vendor name, finance group name, vendor invoice number, fund details, purchase order details, language, instance subject, fund type, expense class,
LC classification, LC class, LC class number, and bibliographic format.

MCR135Accounting
5/8/24

sum_appr_inv_ledger_scct

This query provides the total of transaction amount by account number along with the finance ledger and finance group within a date range.
MCR157Accounting
10/2/24

funds_and_teams_with_expense_class

This query provides a detailed current date report of funds and teams with amounts spent, encumbered, and remaining.
MCR165Accounting
7/25/24

funds_and_teams

This query provides a current date report of funds and teams with amounts spent, encumbered, and remaining.
MCR171Collection DevelopmentHigh7/15/24

BD_ILL_loans_to_Cornell_patrons

Finds the items borrowed through ILL and BD, shows the patron group and dept when available, and shows the number of days on loan. Lists title, patron group and department (where available) for items borrowed from other universities on Borrow Direct and Interlibrary Loan.jl41
MCR172Collection DevelopmentHigh8/9/24

ILL_BD_items_lent_to_others

This query provides a list of items owned by CUL which have been loaned to other universities on BD and ILL.jl41
MCR174AAccess Serviceshigh6/24/24

ILL_BD_counts_loaned_to_others

BD/ILL loans and renewals counts of items loaned BY CUL to others (CUL is LENDER)
jl41
MCR174BAccess Serviceshigh6/24/24

ILL_BD_counts_borrowed_by_CUL

ILL and BD counts of items where CUL is the BORROWER
jl41
MCR175Accounting
7/25/24

split_funds

This query shows split fund payments for all finance groups. 
MCR183Access ServicesHigh6/7/24

laptop_circ_counts

This query counts laptop circs and renewals by library, date, loan type, and laptop type (Mac or PC).  Also
counts how many laptops were used on any given day.
jl41
MCR184Access ServicesHigh6/24/24

loans_and_renewals

Loans and Renewals by fiscal year. This query uses the loans_renewal_dates from local_shared. Change to folio_derived once the derived table is fixed.jl41
MCR184BAnnual Data CollectionHigh9/12/24

orig_locs_for_phys_collections_no_library_charges

For counts in MCR184 with locations as "removed locations" or "no library," use this report to see what the locations now retired originally were.lm15, jl41
MCR185Collection ManagementHigh6/10/24Ceased_cancelled_serials_at_holdings_level

This

query

finds

ceased

or

cancelled

titles

at

the

holdings

level

for

a

specified

owning

library

and

LC

class,

and

shows

if

there

are

holdings

at

the

Annex.

Results

will

include

any

title

(of

any

holdings

type)

that

has

a

holdings

receipt

status

or

holdings

note

that

indicates

the

title

is

no

longer

received

or

is

ceased

or

cancelled.

jl41
MCR186Collection ManagementHigh6/10/24ceased_cancelled_serials_at_item_level

This

query

finds

ceased

or

cancelled

titles

at

the

item

level,

for

a

specified

owning

library

and

LC

class,

and

shows

if

there

are

holdings

at

the

Annex.

Results

will

include

any

title

(of

any

holdings

type)

that

has

a

holdings

receipt

status

or

holdings

note

that

indicates

the

title

is

no

longer

received

or

is

ceased

or

cancelled.

jl41
MCR193Access ServicesHigh5/8/24filled_delivery_requests This query provides a count of all contactless delivery and circulation desk pickup requests, by fiscal year. Patron group, material type, request type, and location details are included.jl41
MCR195AccountingHigh7/29/24expense_transferThis query is a customization of CR-134 (paid invoices with bib data) for the purpose of identifying expenditures that can be transferred from unrestricted funds to restricted funds.
MCR199Collection ManagementHigh11/1/24serials_by_owning_library_and_annex_holdingsThis query gets serials by owning library and LC class, and shows holdings at the Annex. jl41, lm15
MCR202Collection Management
7/16/24patron_purchase_requestsThis query finds purchase requests by fund code, location, library or fiscal year and shows requester information, number of days from request date to receipt date, and number of loans for that title (cannot get circulation information at item level)
MCR204Access ServicesHigh6/7/24missing_lost_claimed_returnedThis query finds items whose status is missing, lost, or claimed returned.  Changes from the LDP query: no Voyager data included. Also, extracted the 300 field separately and the most recent discharge and discharge location are from the from folio_inventory.item__ json blob; repositioned library filter to end of query.jl41
MCR214Annual Data CollectionHigh6/4/24physical_item_counts

This

query

provides

item

counts

of

physical

materials,

by

format

type.

It

excludes

microforms

(counted

separately).

lm15
MCR215Annual Data CollectionHigh6/4/24instance_counts

This

query

provides

counts

of

unique

titles

(instances)

of

physical

items,

by

format

type.

It

excludes

microforms

(counted

separately).

lm15
MCR216Annual Data CollectionHigh6/4/24microform_counts

This

query

provides

counts

of

microform

titles,

by

format

type.

lm15
MCR217Annual Data CollectionHigh6/4/24ematerial_counts

This

query

provides

counts

of

ematerials,

by

format

type.

Formats

are

taken

from

948

field,

and

if

missing

then

taken

from

the

stat

code,

and

if

both

these

fields

are

missing,

formats

are

taken

from

the

MARC

format

code.

Titles

with

multiple

codes

are

assinged

based

on

the

priority

listed

in

the

CASE

clause.

lm15
MCR222Troubleshooting
8/29/24

metadb_key_counts

This query counts instances, holdings, items, loans, srs marctab instances, srs marctab records with "001" fields, srs marctab records with "999" fields that include "i" subfields, and srs record instances on the Metadb database. 

slm5, jl41
MCR223Acquisitions
1/29/24

approvals_and_firm_orders

This query finds all orders (not just approvals) showing the "bill to" and "ship to" locations in the purchase order or invoice.


MCR226Alumni Affairs

funds_for_stewardship

This query was modified from CR134 to accommodate alumni affairs needs for information on stewarded funds. It provides the list of approved invoices within a date range along with primary contributor name, publisher name, publication date, publication place, vendor name, LC classification, LC class, LC class number, 

finance group name, vendor invoice number, fund details, purchase order details, language, instance subject, fund type, and expense class.


MCR231Acquisitions
3/2024

lts_receiving

TS Acquisition Statistic Dashboard, LTS Receiving Story

--

This report gets serials received by LTS personal, on which day it was received, with bill_to location "Law Technical Services not included", 

--

item format as "Physical, receiving status as "received", po_number, po_number prefix, order_format, ship_to location


MCR232AcquisitionsHigh3/8/24

inst_updated_date

This query pulls the updated_by_userid and the updated_date field data from the inventory instance record JSONB data array. This data is then joined to the MARC 245/a field to get the instance title and instance HRID.

np55
MCR233Annual Data Collectionhigh3/12/24

adc_location_translation_table

CR233

and

MCR233

is

used

to

help

update

the

lm_adc_location_translation_table.

It

pulls

location

code,

location

name,

and

shelving

location

names

data

from

FOLIO’s

inventory_locations

and

inventory_libraries

tables,

and

corresponding

data

from

the

lm_adc_location_translation

table.

In

Excel,

one

can

then

ensure

the

translation

table

data

matches

that

from

the

FOLIO

tables.

lm15, jl41
MCR238??4/10/24

get_instance_records

This report uses metadb function and gets MARC record field content for a particular subfield. After function is created it can be called by using provided call statement example at the end of the report.

np55
MCR243Troubleshooting
8/27/24

metadb_key_created_counts_date_series

This query counts holdings, instances, items, and srs_records, then displays each set of counts in a date series.

slm5
MCR400Access ServicesHigh2/12/24

calendar_settings_by_service_point_and_semester

This query displays the calendar settings for a given service point and semester. Service points using a "Universal" calendar.

jl41
MCR401BatchHigh4/10/24

clean_up_100e

This report gets 100 field subfiled "e" value to check for the wrongly entered entries of the subfield.

np55
MCR402Annual Data Collection
6/12/24

loan_policies_used_in_laptop_charges

This

query

can

be

used

for

the

annual

data

collection

to

see

which

loan

policy

types

units

used

for

laptop

charges,

how

frequently.

lm15, jl41
MCR403Access Services

create_circ_snapshot

Creates the initial snapshot of loans, capturing patron demographics for each circ tranasaction


MCR404Access Services
6/27/24

update_circ_snapshot

This query creates the "insert into" portion of the circ_snapshot4 query. Updates the file created by MCR403.









MCR500AccountingHigh

previous_day_appr_vouchers

This dashboard query creates a list of vouchers approved the previous day. Used in FBO Daily Reports dashboard


MCR501