*** 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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- Move to Metadb software version 1.4
- once Metadb version 1.4 is released, work with hosting team to set up plans for testing new version on a separate Metadb Test database
- support reporting users as CUL moves to Metadb 1.4
- implement new data privacy features available in Metadb 1.4
- provide information sessions on new features
- Test, Develop, and Develop Support Reports for Reporting App for Metadb
- work with EBSCO and Index Data to submit tickets for, test, and support FOLIO Reporting App software development
- expand the number of reports delivered through the CUL FOLIO Reporting App to users
- Support New Data Sources for Library Analytics
- work 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
- Expand and Maintain CUL's collection of reporting queries on the cul-folio-analytics GitHub repository
- create new queries as needed and updated the code in existing queries
- update queries to reflect updates to Metadb tables after Sunflower
- reduced dependence on derived tables by revising queries to use JSON code extracts
- and Trillium releases
- optimize optimized query code to improve performance and reduce dependency on derived tables where possible
- create created modified versions of derived tables for CUL report needs and automate them to run daily
- Migrate Report Automation
- waiting on developers to be assigned to a Spring 2026 software development sprint so Reporting Team can test Temporal for report automation
- continue to support 30+ reports currently automated through DBeaver application
- Contribute to Metadb Software Improvements
- Create Index Data tickets for Metadb software issues as they arise
- Assess derived table updates needed for each FOLIO software release
- Work with EBSCO hosting team to optimize data synchronization efficiency (reducing number of tables via table exclusions) for Metadb
- Work with Lauren Seney, Reporting PO from Index Data, to develop software development plans to support patron privacy and data anonymization in Metadb software development
- 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
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- Offer CUL Reporting User Group meetings
- offered meetings on these topics in 2025
- Wolfcon 2025 updates
- continue to offer CUL FOLIO Reporting User group meetings
- offered meetings on these topics in 2025
- Co-convene Reporting SIG Meetings
- worked with Reporting SIG co-convener to arrange topics and host weekly Reporting SIG meetings for the FOLIO community throughout 2026
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- Create and share reports for CUL users using the FOLIO Lists App
- create lists for users to across various functional areas of reporting
- create naming conventions for Reporting Team lists so users know they are actively supported and maintained
- Continue to support Tableau Dashboards for Reporting Users
- maintain existing dashboards with updates in data fields as new versions of FOLIO are released
- update queries used as data sources in dashboards as needed
- update dashboards in response to feedback from users
- create new dashboards as requested
- Set up Explore PowerBI Data Dashboard Infrastructure and Test Application
- get access to Power BI Pro for creating and publishing data dashboards
- set up workspace for users to gain acccess to CUL PowerBI data dashboards on central Fabric servercomplete PowerBI trainingserver
- create some initial PowerBI reports and dashboards to gain familiarity with this new tool
- Metadb Data Privacy
- manage 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
- work with Reporting PO Lauren Seney on proposal to develop functionality to create Reporting App user roles that map to github repository directories
- work with Reporting PO Lauren Seney on proposal to develop Metadb software development requirements to support data anonymization, GDPR, and other data privacy feature
- provide updates on Metadb Data Privacy projects to CUL FOLIO Governance committee
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