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
Expand Report Automation
waiting on developers to be assigned to a software development sprint so Reporting Team can test Temporal for report automation
delayed by Temporal migration, so will start in spring 2026
continue to support 30+ reports currently automated through DBeaver application
Consider new reporting applications over DBeaver EE
considered other options, but agreed this is still the best tool for our team to use to create and manage code for report queries, derived tables, and dashboards
Contribute to Metadb Software Improvements
Worked with Mike Gorrell from Index Data on data extraction project for Metadb version 1.4
Review hosting team tickets
Derived Table updates for each FOLIO software release
Work with hosting team to optimize data synchronization efficiency (reducing number of tables via table exclusions) for Metadb
Worked with Lauren Seney, Reporting PO from Index Data, to develop software development plans to support patron privacy and data anonymization
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
Review and refine supported reports and dashboards with small groups of stakeholders
schedule reviews with stakeholder groups in early 2026
Offer CUL Reporting User Group meetings
offered meetings on these topics in 2025
Wolfcon 2025 updates
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 2025
Create standard testing procedures for code developed when FOLIO and/or Metadb production environments are upgraded
For example, verify Metadb data accuracy and make sure it matches data in FOLIO apps, run certain queries that can identify possible problems, use metadb log, and keep records of problems found, andidentify certain queries coming from various functional areas that could be used as test cases before and after an upgrade
Test, support, learn more about the FOLIO Lists App
created and shared 3 lists for Acquisitions staff to use: duplicate holdings, pending orders, and purchase order line notes
Set up PowerBI Data Dashboard Infrastructure
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 server
complete PowerBI training
Metadb Data Privacy
set up 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
working 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
Accomodating Losses in Reporting Team Staff
Reporting Team staff continues to cover work for 2 FTEs whose positions will not be replaced due to austerity measures
Reporting Team staff work together to set achievable goals within reporting team by minimizing project scope creep
Wolfcon 2025 Conference
Presented "Got Data? Introduction to FOLIO Reporting Applications" pre-conference, half-day training session with Scott Perry, University of Chicago