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Table of Contents

Reporting Team Goals and Accomplishments for 2025

  • Test and Develop Reports for Reporting App for Metadb 
    • wrote and published new query that CUL Acquisitions staff now use to manage purchase orders
    • published demo query for Reporting App and provided training, support, and documentation for creating Reporting App
    • determined permission settings not meeting our needs, so submitted https://folio-org.atlassian.net/browse/UILDP-178 for a new Reporting App User role, scheduled to be released in Trillium
  • Explore New Data Sources for Library Analytics 
    • 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 
  • 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 Reportting Team can test Temporal for report automation
    • 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
  • 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 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 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 functionality to create Reporting App user roles that map to github repository directories
    • working with Reporting PO Lauren Seney on proposal to develop Metadb software development requirements to support data anonymization, GDPR, and other data privacy feature
  • 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
    • training and presentation
    • youtube links





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 
  • 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


 

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