*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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- Test and Develop Reports for Reporting App 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 Reporting App user roles that map to github repository directories link
- Explore New Data Sources for Library Analytics
- worked with Tom Trutt and Pete Stergion to automate process of cleaning ERM (Electronic Resource Management) files for use with Tableau and publishing new data quarterly
- worked with Pete Stergion and reference staff to connect to SpringShare API and provide a new Tableau dashboard on Reference Interactions
- Optimize our Maintain CUL's collection of reporting queries on the cul-folio-analytics GitHub repository
- created new queries as needed and updated the code in existing queries
- updated queries to reflect updates to Metadb tables after Ramsons
- reduced dependence on derived tables by revising queries to use JSON code extracts
- optimized query code to improve performance
- created modified versions of derived tables for CUL report needs and automated them to run daily
- Created new queries as needed and updated the code in existing queries
- updated queries to reflect updates to Metadb tables after Ramsons
- Improved report automation, e.g. test Temporal application
- waiting on software developer
- Expand Report Automation
- waiting on developers to be assigned to a software development sprint so Reportting Team can test Temporal for report automation
- continue to support 30+ reports currently automated through DBeaver application
- Consider new reporting applications over DBeaver EE
- considered other options, but agreed this is still the best tool for our team to use to create and manage code for report queries, derived tables, and dashboards
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- 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 via table exclusions) for Metadb
- Worked with Lauren Seney, Reporting PO from Index Data, to develop software development plans to support patron privacy and data anonymization
- Create, Review, and Update Documentation for Queries and Dashboards
- documentation pages for both queries and dashboards created, reviewed, updated, and archived on the FOLIO Reporting Confluence site on an ongoing basis
- documentation for SQL queries created, reviewed, and updated in Markdown README.MD files on the CUL FOLIO Analytics GitHub repository on an ongoing basis
- Review and refine supported reports and dashboards with small groups of stakeholders
- schedule reviews with stakeholder groups in early 2026
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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 FOLIO Lists App
- created and shared 3 lists for Acquisitions staff to use: duplicate holdings, pending orders, and purchase order line notes
- PowerBI
- set up infrastructure
- Metadb Data Privacy
- Accomodating Losses in Reporting Staff
- covering work for Nancy Bolduc and Linda MillerReporting Team staff continues to cover work for 2 FTEs whose positions will not be replaced due to austerity measures
- Wolfcon 2025 Conference
- training and presentation
- youtube links
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