*** 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 that CUL Acquisitions staff now use to manage purchase orders
- published demo query for Reporting App and provided training, support, and documentation for creating Reporting App
- 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
- 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
- Expand and 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
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