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Report Description Detail

Institutions need to report holdings to HathiTrust per these specifications: https://www.hathitrust.org/print_holdings. This an item level report that includes bibliographic and holdings data. This prototype accounts for 3 very similar reports that HathiTrust needs: monographic holdings, multipart monographs, and serials. Resources need to be "book like" (e.g., pamphlets, bound newspapers or manuscripts, atlases, scores but not sheet maps) in print that have OCLC numbers and are cataloged as a single unit.

Users should be able to create a report that contains selected instance, holding, and item data, from both suppressed and unsuppressed records, including item status.

Start report with: resource type, format type


Filters: 

instance status – i.e., cataloged materials, part of permanent collection

Instance: previouslyHeld

staffSuppress (instance)

Suppress from discovery (instance, holdings, item)

instance has OCLC number (instance identifier)

physical not electronic – i.e.  instance format type=unmediated; holdings type=physical

print : instance resource type=text or cartographic image or notated music

not analytic records (articles, etc.) , not microform

holdings location – (may be used to eliminate microform, other media or denote depository status) *needs to include institution, campus, library, location

item state (custom, e.g., analytic; currently available, withdrawn, lost missing)

statistical code (instance, holding, item)

item material type

not sheet map (atlases only)

format type has volume


Secondary filters (to split into three distinct reports)

instance mode of issuance (serial vs non-serial)

item has enum/chron (single-part mono vs multi-part mono)


Data fields to display: Resource identifier (OCLC#), Instance HRID, (Holding Status-current holding, withdrawn, lost/missing), (item condition), (item-specific enumeration, chronology), ISSN, (gov docs indicator-is US Federal or is not US Federal)


Folio Attribute (Module/Path:Object)Folio Data Element DescriptionParameters/Query

Table name: mod-inventory-storage/instances

inventory_instances



inventory_instances

statusId

Instance status identifierfilter; subquery – select everything from the Instance status table, filter on status ids for, e.g., ('Cataloging Complete', 'Batch Loaded', 'Temporary Cataloged')

inventory_instances

staffSuppress

Suppress from Stafffilter

inventory_instances

discoverySuppress

Suppress from discoveryfilter

inventory_instances

previouslyHeld

Held Previouslyfilter

inventory_instances

holdingsRecords2

Associated holdings identifiersto join associated holdings

inventory_instances

instanceTypeId

Resource type id

To filter on Resource type – join to inventory_instance_types

inventory_instances

modeOfIssuanceID

Mode of issuance identifiers

filter on mode of issuance, join to inventory_modes_of_issuance


inventory_instances

instanceFormatIds

Format identifiersTo filter, Format category = 'unmediated--volume'

inventory_instances

Identifiers/identifierTypeId

Instance identifiers, specifically, OCLC number (filter & display) and ISSN if applicable/available (will be in serial records only)

join to inventory_identifier_types

To Filter Resource identifier type = 'OCLC'

And to Display Resource identifier type OCLC, ISSN

inventory_instances

Identifiers/value

Values for Instance identifiers, e.g., OCLC number, ISSN

display OCLC number & ISSN

inventory_instances

physicalDescriptions/description

Physical description, comparable to MARC 300 fieldfilter: contains p. or pages vs v. or vol. or vols. or volumes

Is or is not US Federal Document?



statistical code in instance

SuDoc call number in instance

gov doc note type? (doesn't exist yet) (instance, holdings, item)

(in MARC, 008/17 = u and 008/28 = f means is considered document)

inventory_instances

statisticalCodeIds

locally configurable, repeatable field; may be used, for example, to identify US Federal Documentsfilter if desired
... holdings ids

Table name: mod-inventory-storage/instance-types

inventory_instance_types

id

Resource type identifierjoin id on instanceTypeId

inventory_instance_types

name

Resource type name

comparable to MARC 336$a

filter: Resource type name

text OR notated music  OR cartographic image

inventory_instance_types

code

Resource type code

comparable to MARC 336$b

filter: Resource type code

txt, ntm, cri

Table name: mod-inventory-storage/instance-formats

inventory_instance_formats

id


to join format type to instance data

inventory_instance_formats

name

instance format type, analogous to MARC 337/338 fieldsfilter for unmediated--volume
Table name: mod-inventory-storage/statistical-codes

inventory_statistical_codes

id


join

inventory_statistical_codes

name

statistical codes, exist in all record types; will be locally assigned code types/codesfilter, e.g., "cataloged"
Table name: mod-inventory-storage/holdings

inventory_holdings

discoverySuppress

suppress from discovery (all record types) = true/falsefilter

inventory_holdings

id

holdings record IDjoin to Instance

inventory_holdings

holdingsItems


item IDs associated with a holdings recordto join associated items

inventory_holdings: permanentLocation

permanentLocationId

need all four levels (institution, campus, library, location)

inventory_holdings

statisticalCodeIds

statistical codes, exist in all record types; will be locally assigned code types/codes



Table name: mod-inventory-storage/locations

inventory_locations

institutionId

Institution (highest level of location)all location data is for filtering

inventory_locations

campusId

Campus (2nd highest level of location)all location data is for filtering

inventory_locations

libraryId

Library (3rd level of location)all location data is for filtering

inventory_locations

id

joinall location data is for filtering

inventory_locations

name

Most specific locationall location data is for filtering
Table name: mod-inventory-storage/locations-units/institutions

inventory_institutions

id

ID of Institution (highest level of location)all location data is for filtering

inventory_institutions

name

Name of Institution (highest level of location)all location data is for filtering
Table name: mod-inventory-storage/locations-units/campuses

inventory_campuses

id

ID of Campus (2nd highest level of location)all location data is for filtering

inventory_campuses

name

Name of Campus (2nd highest level of location)all location data is for filtering
Table name: mod-inventory-storage/locations-units/libraries

inventory_libraries

id

ID of Library (3rd level of location)all location data is for filtering

inventory_libraries

name

Name of Library (3rd level of location)all location data is for filtering
Table name: mod-inventory-storage/item_storage/items

inventory_items

discoverySuppress

suppress from discovery (all record types) = true/falsefilter

inventory_items

status/name

item status, e.g. available, withdrawn, missing, etc.filter on item state (i.e. status)

inventory_items

materialTypeId


join to material-types table

inventory_items

statisticalCodeIds

statistical codes, exist in all record types; will be locally assigned code types/codes

inventory_items

enumeration

item enumeration (e.g., volume numbering)

data present or not; to filter (single-part vs multi-part monos)

& display (if present)

inventory_items

chronology

item chronology (e.g., year)display (if present)

inventory_items

itemsDamagedStatusID



Table name: mod-inventory-storage/inventory_item_damaged_statuses


inventory_item_damaged_status

id



inventory_item_damaged_status

name

locally assigned? (look this up)
Table name: mod-inventory-storage/material-types


inventory_material_types

id


join, to filter on item material type

inventory_material_types

name

item material type – locally assigned values in item records
Table name: mod-inventory-storage/instance-statuses


inventory_instance_statuses

name

Instance status name – locally defined values in instance recordsfilter by status, e.g., "cataloged"

inventory_instance_statuses

id

Instance status idjoining on status id to filter by status name
Table name: mod-inventory-storage/modes-of-issuance


inventory_modes_of_issuance

id

Modes of Issuance idjoining on modeOfIssuanceId by modes of issuance name

inventory_modes_of_issuance

name

Modes of Issuance name (e.g., serial)
Table name: mod-inventory-storage/identifier-types


inventory_identifier_types

id


join to instance table

inventory_identifier_types

name


filter on name = OCLC number

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