*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
| Link | Description |
|---|---|
this is a log of problems running Metadb queries starting 4-16-25 | |
notes on changes needed to derived tables in version 1.7.12 | |
results of a series of tests to verify the accuracy of data in the Metadb reporting database after synchronization with the FOLIO application server after the February 7-9 weekend updates | |
notes on derived table fixes required after we moved from version 1.7.9 to 1.8... of folio analytics | |
provides information about standards and guidelines for queries developed and maintained for the CUL FOLIO SQL Report Directories | |
How to Document Queries (DRAFT) | instructions for documenting queries on Confluence and Github |
instructions for using the local schemas that are available in Metadb and giving users permissions to use a table you have added to a local schema | |
| Fixing Derived Tables for Metadb v1.7.8 to 1.7.9 changes | notes on derived table fixes required after we moved from version 1.7.8 to 1.7.9 of folio-analytics |
list of tables that need data types fixed in order to be created by the metadb software running with FOLIO Poppy as a data source |
| Tips and Tricks for creating dashboards in Tableau |
examples and instructions for extracting data fields from JSON data arrays in Metadb | |
step-by-step instructions for reviewing code for a pull request for FOLIO Analytics | |
| Making a Pull Request for FOLIO Analytics | step-by-step instructions for submitting a pull request for FOLIO Analytics |
| Subjects and Series changes for Orchid | details on updates in FOLIO Orchid release to instance records for subjects and series to capture changes associated with authority control |
| Scheduling Automated EXCEL reports with DBeaver EE | step-by-step instructions for scheduling automated EXCEL reports (including daily updates) and sending them to a BOX folder using queries via DBeaver EE |
Uploading Tableau Files (dashboards) to the Cornell Tableau Server (IN PROGRESS) | |
Preparing a Canned Report or Ad Hoc Report for cul-folio-analytics | step-by-step instructions for preparing a canned or ad hoc query to be submitted to cul-folio-analytics |
Submitting a Canned Report or Ad Hoc Report to cul-folio-analytics | step-by-step instructions for submitting a canned or ad hoc query to be published on cul-folio-analytics |
Editing and Resubmitting a Canned Report or Ad Hoc Report to cul-folio-analytics | step-by-step instructions for editing and resubmitted a canned or ad hoc query to be published on cul-folio-analytics |
| Using the Local Schemas on the Cornell LDP | Guidelines for using the Local Schemas on the Cornell LDP (Library Data Platform) reporting database |
| instructions for using advanced features of Cornell's reporting environments, such as importing data into local schemas in the LDP and connecting to the Voyager Historical reporting database | |
| Using the VTEST Voyager Historical Data Snapshot | all about the snapshot of Voyager historical data and getting access to use it |
| Removing Unpurchased PDA/DDA title counts | Describes how A&P has been removing counts of unpurchased PDA/DDA (Patron Driven Acquisition/Demand Driven Acquisition) titles from annual data collection figures as requested by national definitions. |
| Capturing Circulation Demographics | description of the workflow for capturing demographic data for circulation |
| Fiscal Year Updates to Dashboards and Automated Reports | notes on how to update Tableau dashboards and automated reports just before the change to a new fiscal year |
| Dashboard Permissions | instructions for setting permissions on Tableau dashboards |
| LDP to Metadb Cutover Scenarios | planning document to review various scenarios for moving from the LDP to the Metadb reporting database in February 2025 as the production reporting database for FOLIO reporting |
| Setting up Reporting App reports | instructions for configuring a report to run through the FOLIO Reporting App |
| Setting Up Power BI Pro for Metadb and Fabric Connections | instructions for setting up Power BI Pro to connect to the Metadb reporting database and to publish reports and dashboards to the central Fabric server |
| Locations Logic for Inventory | This is a guide to the locations logic for inventory instances, holdings, and items. |
| Programmer's Guide To MARC | This explains how to use MARC data in postgres queries to identify material types and formats |
Annual Data Reporting: Materials Classifications | This document explains how materials are classified for purposes of annual reporting. This classification system has been updated for FY2026 to align more closely with the CUL catalog of material classifications. For agency-specific reporting guidelines, see ARL Statistics and ACRL Statistics instructions for FY2025 (these do not change much each year). Related materials counts queries for annual data reporting are MCR418, MCR419, MCR420, and MCR421. |
| CloudBeaver AWS Metadb connection configuration | instructions for configuring user account network connections to the Metadb reporting database in CloudBeaver AWS |
| Patron Data Fines Fees | process for pulling patron data for fines and fees |
| Hosting Team Tickets | hosting team ticket status |