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A non-LDP reporting solution for FOLIO. A work in progress; stay tuned for updates!

Methodology

Rather than export data to a separate data warehouse for later analysis, this repo aims to make a reporting-capable schema within the FOLIO database using Views. Based largely on the work of Jon Miller at UChicago (https://github.com/jemiller0/Folio/blob/master/FolioLibrary/Folio.sql)

Advantages:

  • Data is realtime
  • Fewer moving parts (external database, synchronization tool) to maintain

Neutral Differences:

  • Data retention levels may be different than when using a warehouse
  • Relationalization may be different per table than how LDP does it
  • Data security policies and responsible entities may be different than with a warehouse

Disadvantages:

  • Additional load on your FOLIO database; be careful of heavy-duty reports

Requirements

  • Python
    • Jinja2
  • SQL access to your FOLIO database with an account able to:
    • Create Schema
    • Create Views
    • Create Roles
    • Grant privileges
  • Network access to your FOLIO database from whatever client you're going to use

Usage

$> python install_reporting_views.py --tenant=myTenantId --schema=reporting --user=myUserAccount --pw=bestToKeepThisASecret > my_reporting_views.sql

$> psql -hmyFOLIOhost -UmyFOLIOUser myFOLIOdb < my_reporting_views.sql

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Non-LDP reporting solution for FOLIO

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