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  • Resolve Derived Tables Issues 
    • created modified versions of derived tables, automated them to run daily, and modified queries
  • Test and Develop Reports for Reporting App for for Metadb 
    • wrote and published new query for Acquisitions staff to use to manage orders
    • determined permission settings not meeting our needs, so submitted https://folio-org.atlassian.net/browse/UILDP-178 for a new Reporting App User role, scheduled to be released in Trillium
    • working on proposal to develop functionality to create user roles that map to github repository directories

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  • Optimize our collection of queries on the cul-folio-analytics GitHub repository
    • modified XX queriesreduced dependence on derived tables
  • Created new queries as needed and updated the code in existing queries
  • XX queries created
  • XX queries updated
  • Improved report automation, e.g. test Temporal application
    • waiting on automation team
  • Consider new reporting applications over DBeaver EE 
    • agreed this is still the best tool for our team to use to create and manage code
  • Set achievable goals within reporting team by minimizing project scope creep 
    • yup
  • Contribute to Metadb Software Improvements 
    • Worked with Mike Gorrell from Index Data on data extraction project for Metadb version 1.4 
    • Review hosting team tickets
    • Derived Table updates for each FOLIO software release
    • Work with hosting team to optimize data synchronization efficiency (reducing number of tables) for Metadb
  • Review and Update Documentation for Queries and Dashboards 

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  • Create standard testing procedures to verify accuracy of data and reasonableness before and after each reporting database update; (e.g., do record counts fall within expected parameters?); identify certain queries that could be used as test cases before and after an upgrade, coming from various functional areas 
  • Test, support, learn more about the Lists App
    • Natalya?
  • PowerBI
  • Metadb Data Privacy
  • Accomodating Losses in Reporting Staff
  • Wolfcon 2025 Conference
    • training and presentation
    • youtube links





Reporting Team Accomplishments for 2024

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