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The daily_update_circ_demographics_metadb task is set up to execute the update_circsnapshot4.sql query daily at 7am, 11am, 2pm, 5pm, and 9pm. The update_circ_snapshot4_metadb.sql query (in the LOCAL_AUTOMATED folder in DBeaver) runs the following code on Metadb using the z_slm5 user account, which uses the INSERT function to get the new checkouts and add them to the sm_local_shared.circsnapshot4 table daily automatically. The sm_local_shared.circsnapshot4 table is used in circulation queries to generate reports that need the PII data that is removed everyday from circulation data in the FOLIO system. The automation must be set up with a reporting team member account permissions to have write access to the local_shared schema, and specifically to update the sm_local_shared.circsnapshot4 table.
The metadb version of the query was revised to NOT use derived tables. This will ensure the retrieval of all changes to records when the update query appends new data to the local_shared sm_circ_snapshot4 table.
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