Research Guides: FOLIO Reporting: LDP Query Development Guide

Questions? Contact us.

Reference Documents

FOLIO @ CU

FOLIO App to MetaDB Table Map (Business Logic): this spreadsheet lists which fields CU-specific information is stored in (for example, where we store PASCAL barcodes)
Circulation in FOLIO: this spreadsheet lists settings and Sierra to FOLIO mappings for the following:
- Loan Privileges
- Loan Types
- Holds
- Patron Group
- Service Points
- Material Types
CU Boulder Libraries Guide to the Library Data Platform:
- General Tips
- How To Connect Tables
- Common Causes of NULL values
- Schemas (description of each table, and links to documentation for associated FOLIO Apps)

GitHub

Using the Github Repository: see Library Reporting Repository Wiki page to learn more about file organization and submitting queries.

LDP

Index Data Introduction to LDP (November 30, 2022): This session covered the basics of the LDP. Contact Jeremy Seiferth for access to the database. MetaDB Demo by Index Data: November 30, 2022
Reporting with the Library Data Platform: overview of the relationship and data flow between FOLIO and the LDP

LDP Query Development Guide

You will need to download a database client to connect to the Library Data Platform (LDP). We recommend DBeaver.

Contact Jeremy Seiferth for access.

First Things First

Meet with stakeholders to understand reporting requirements
Check to see if there is an existing way to retrieve or query the data (in-app report, folio analytics repository, query from other institution, etc).
Create a new issue on the FOLIO Reporting Project Board and fill out each of the sections

If Query Needs to be Developed

Develop query using SQL Best Practices
Submit a pull request to add query to library-reporting repository
Query is reviewed by another pod member
Query is approved and added to repository
The report is numbered and added to the List of Current FOLIO Reports on SharePoint.

If Data is Available within an App

Create a new SharePoint page for the report, using the FOLIO Reporting In-App Template
Add report to the List of Current FOLIO Reports on SharePoint
Publish the page with the instructions on how to pull data and add link to the appropriate report in List of Current FOLIO Reports.

Known LDP Data Problems