Reporting Team Goals and Accomplishments

Reporting Team Goals for 2025

• Resolve Derived Tables Issues 

• Test Reporting App for Metadb 

• Explore New Data Sources for Library Analytics 

• • ERM (Electronic Resource Management)   

• Optimize our collection of queries on the cul-folio-analytics GitHub repository

• Improved report automation, e.g. test Temporal application

• Consider new reporting applications over DBeaver EE 

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

• Contribute to Metadb Software Improvements 

• • Data extraction project for Metadb version 1.4 
  • Derived Table updates for each FOLIO software release

• Work with hosting team to optimize data synchronization efficiency (reducing number of tables) for Metadb

• Review and Update Documentation for Queries and Dashboards 

• Update documentation on FOLIO Reporting Confluence website  

• Review and refine supported reports and dashboards with stakeholders 

• Offer CUL Reporting User Group meetings 

• Co-convene Reporting SIG Meetings 

• Create standard testing procedures for queries (e.g., verify that it matches data in FOLIO apps); identify certain queries that can identify possible problems; use metadb log; keep records of problems found 

• 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 Lists App

Reporting Team Accomplishments for 2024

• LDP to LDP 2.1.0 Update 

• Fiscal Year 24 to 25 Updates 

• Derived Table updates for Folio-Analytics for FOLIO Reporting SIG 

• LDP to Metadb Transition 

• See Metadb Rollout Plan for more details  

• Revising, updating, streamlining all queries and dashboards for Metadb 

• CUL FOLIO Reporting User Group Meetings, Trainings, etc. 

• Retire LDP 

• Retire Virtual DBeaver 

• Assess and Implement CloudBeaver as Virtual DBeaver alternative 

• FOLIO Reporting App Testing with LDP 
• New Data Sources for Library Analytics   
  • Lost Items (FBO) Dashboard 

• • Eusage Dashboard (EBSCO COUNTER Data) 

• • Elaine Dashboards 

• • Springshare (data for reference librarians) data dashboard