Page History

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• Test and Develop Reports for Reporting App for Metadb 
  • published demo query for Reporting App and provided training, support, and documentation for creating Reporting App
  • wrote and published new query
  for
  • that CUL Acquisitions staff
  to
  • now use to manage purchase 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 

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• 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
Set achievable goals within reporting team by minimizing project scope creep 

• Contribute to Metadb Software Improvements 

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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
  • set up the Metadb Data Privacy subgroup of the FOLIO Reporting SIG, where representatives from several FOLIO institututions, EBSCO, and Index Data are working to improve support for Metadb data privacy
  • working with Reporting PO Lauren Seney on proposal to develop functionality to create Reporting App user roles that map to github repository directories
  • working with Reporting PO Lauren Seney on proposal to develop Metadb software development requirements to support data anonymization, GDPR, and other data privacy feature
• Accomodating Losses in Reporting Staff
  • Reporting 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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