*** 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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Created by
Sharon Helen Markus, last updated on Nov 11, 2025
3 minute read
| 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. |