RA-Loan and Renewal Count Report Prototype
API reference documentation for all modules located at: https://dev.folio.org/reference/api/
Report Description Detail
This report is modeled on ID406 (UXPROD-942) and ID407 (REP-107), an annual statistics report that shows total loans and renewals by location. This report could be used to display total loans/renewals across several library branches within a single library organization, several library organizations across multiple campuses (e.g., for joint university systems), or several independent libraries that share a single FOLIO instance (e.g., with a shared, consortium catalog).
Data Fields
Loan date, due date, return date, loan renewal count, loan status, loan type, material type, item locations,.
Report Criteria
- Within a specified date range, provides a list of total loan and renewal counts across locations (at any of the three levels–institution, campus, and library)
- Note: currently this prototype only covers the most detailed level of location, and not campus or institution.
Filters
Date range, location
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
| Table name: (mod-circulation-storage/loan-storage/loans | ||
| Loan Date (mod-circulation-storage/loan-storage/loans:loanDate) | The date an item was loaned | Provides the main filter point for this report (where loanDate Between [start] And [end]) |
| Loan ID (mod-circulation-storage/loan-storage/loans:id) | Unique ID (generated UUID) of the loan | All loan IDs are associated with a loan date. A count of these IDs within a specified date range (i.e., loan dates that fall within a date range specified by the user) will provide a total loan count for that period. |
| Renewal Count (mod-circulation-storage/loan-storage/loans:renewalCount) | Count of how many times a loan has been renewed (incremented by the client) | All renewal counts are linked to specific loan IDs. The sum of these data, for all loans falling within a specified period, provides a total number of renewals during that period. |
| Due Date (mod-circulation-storage/loan-storage/loans:dueDate) | If loan status is 'open', then date loan is due | Provides a filter if the report has to look at how many checked out items are due back between [start] and [end] due date. |
| Return Date (mod-circulation-storage/loan-storage/loans:returnDate) | If loan status is 'closed', then date item was returned | Provides a filter if the report has to look at how many checked out items were returned between [start] and [end] due date. |
| Status (mod-circulation-storage/loan-storage/loans:status) | Status of the loan (open or closed) | Current status of the loan: whether it is open or closed |
| Loan Policy ID (mod-circulation-storage/loan-storage/loans:loanPolicyId) | ID of the loan policy name, where loan name can be circulating, non-circulating, reserves, etc. | Provides a join between mod-circulation-storage/loan-storage/loans and mod-circulation-storage/loan-policy-storage/loan-policies |
User ID (mod-circulation-storage/loan-storage/loans:userId) | Unique ID of the user (patron) | Provides a join between mod-circulation-storage/loan-storage/loans and mod-users/users |
| Item ID (mod-circulation-storage/loan-storage/loans:itemId) | Unique ID of the item lent to the patron | Provides a join point between mod-circulation-storage/loan-storage/loans and mod-inventory-storage/item-storage/items. |
| Table name: mod-inventory-storage/loan-type | ||
| Loan type ID (mod-inventory-storage/loan-type:id) | id of the loan name (type of loan) | Provides a join between mod-inventory-storage/loan-type and mod-inventory-storage/item-storage/items |
| Loan Name (mod-inventory-storage/loan-type:name) | name of the loan (type of loan) | name of the loan (type of loan), such as 'can circulate', 'course reserves', etc. |
| Table name: mod-circulation-storage/loan-policy-storage/loan-policies | ||
| loan policy ID (mod-circulation-storage/loan-policy-storage/loan-policies/id) | id of the loan policy associated with the item | Provides a join between mod-circulation-storage/loan-policy-storage/loan-policies and mod-circulation-storage/loan-storage/loans |
| loan policy name (mod-circulation-storage/loan-policy-storage/loan-policies:name) | name of the loan policy associted with the item | Description of the loan policy associated with the loan, such as one-hour loan, 15 day loan, etc. |
| Table name: mod-inventory-storage/item-storage/items | ||
| Item ID (mod-inventory-storage/item-storage/items:id) | Unique id of the item | Provides a join between mod-inventory-storage/item-storage/items and mod-circulation-storage/loan-storage/loans. |
| materialTypeID (mod-inventory-storage/item-storage/items:materialTypeId) | id of the item's material type | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/material-types, to get the name of the material type. |
| permanentLoanTypeId (mod-inventory-storage/item-storage/items: permanentLoanTypeId) | id of the item's permanent loan type | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/loan-type, to get permanent loan type |
| temporaryLoanTypeId (mod-inventory-storage/item-storage/items: temporaryLoanTypeId) | id of the item's temporary loan type | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/loan-type, to get temporary loan type |
| Permanent Location ID (mod-inventory-storage/item-storage/items:permanentLocationId) | id of the item's permanent location | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations, to get the name of the item's permanent location. |
| temporary Location ID (mod-inventory-storage/item-storage/items:temporaryLocationId) | id of the item's temporary location | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations, to get the name of the item's temporary location. |
| effective Location ID (mod-inventory-storage/item-storage/items:effectiveLocationId) | id of the item's current location | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations, to get the name of the item's current location. |
| Table name: mod-inventory-storage/material-types | ||
| id (mod-inventory-storage/material-types:id) | id of the item's material type | Provides a join between mod-inventory-storage/material-types and mod-inventory-storage/item-storage/items, to get the name of the material type. |
| name (mod-inventory-storage/material-types\type:name) | The name of the material type | item material description, such as 'book', DVD', etc. |
| Table name: mod-users/users | ||
| ID (mod-users/users:id) | unique ID of the patron (user) | Provides a join between mod-users/users and mod-circulation-storage/loan-storage/loans |
| patronGroup (mod-users/users:patronGroup) | unique ID for the group the user belongs to | Provides a join between mod-users/users and mod-users/groups |
| Table name: mod-users/groups | ||
| ID (mod-users/groups:id) | patron group ID | Provides a join between mod-users/groups and mod-users/users, to get patron group name. |
| group(mod-users/groups:group) | patron group name | Patron group description, such as 'faculty', 'undergrad', etc. |
| Table name: mod-inventory-storage/locations | ||
| Location ID (mod-inventory-storage/locations:id) | id of the item's location (can be permanent, temporary, or current location) | Provides a joint between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items |
| Location name (mod-inventory-storage/locations:name) | item location name | name of item location, one of the main filters for this report. |
| Table name: mod-inventory-storage/locationunit/locations-units | ||
| Institution ID (mod-inventory-storage/locationunit/locations-units/institutions:id) | Unique ID (generated UUID) for a institutional location | Provides the highest-level location unit id (institution id) associated with the item |
| Institution name (mod-inventory-storage/locationunit/locations-units/institutions:name) | name of institution | Provides the highest-level location unit name (institution name) associated with the item |
| Campus ID (mod-inventory-storage/location/location-units/campuses:id) | Unique ID (generated UUID) for a campus location | Provides the location (campus) id associated with items that are loaned. |
| Campus (mod-inventory-storage/location/location-units/campuses:name) | name of campus | Provides the campus name |
| Library ID (mod-inventory-storage/location/location-units/libraries:id) | Unique ID (generated UUID) for a library location | Provides the location (library) id associated with items that are loaned. |
| Library name (mod-inventory-storage/location/location-units/libraries:name) | Name of library | Provides the library name |