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Report Description Detail

To extract records for all items that have a permanent location or temporary location that matches the location(s) selected from the location list. This can include item information such as barcode, enumeration, or chronology, instance information such as title and primary contributor, and loan history information. This report can be run ad hoc or on a regular basis.

The model is based on REP-189 and UXPROD-2051.


Start report with:

Instance Discovery Suppress to filter out all suppressed records → Holdings Record Discovery Suppress to filter out all suppressed holdings records → Item Discovery Suppress to filter out all item suppressed records → filter by item location and retrieve for the report: instance UUID, instance HRID, title, primary contributor, identifiers in instance such as OCLC, ISBN, ISSN; item barcode, item year, item enumeration, item chronology, item effective call number, item UUID, item HRID; circulation last circulation date and the loan history for that item.


Filters:

Instance Discovery Suppression | Holdings Discovery Suppress | Item Discovery Suppress | Item Location

We want only instances, holdings, and items that are discoverable (ie. not suppressed).


Data fields:

Instance UUID | Instance HRID| Instance ID Values | Instance Title | Instance Primary Contributor | Item UUID | Item HRID | Item barcode | Item enumeration | Item chronology | Item year caption | Item effective call number | Item Effective Call number | Item status | Item last check in | Item Loan history


Folio Attribute (Module/Path:Object)Folio Data Element DescriptionParameters/Query
Instance ID (mod-inventory-storage/instance-storage/instances:id)UUID for an Instance record

Display in report

Instance HRID (mod-inventory-storage/instance-storage/instances:hrid)HRID for an instance recordDisplay in report
Discovery Suppress (mod-inventory-storage/instance-storage/instances:discoverySuppress)Records the fact that the record should not be displayed in a discovery system

Do not display

FILTER to retrieve only instance records that are not suppressed.

Title (mod-inventory-storage/instance-storage/instances:title)The primary title (or label) associated with the resourceDisplay in report
Contributor Name (mod-inventory-storage/instance-storage/instances:contributors{name})Personal, corporate, or meeting name that contributed to a work

Display ONLY PRIMARY in report


FILTER by Contributor identifier value (see below)

Identifier Value (mod-inventory-storage/instance-storage/instances:contributors{primary})Boolean for if contributor is main contributor

Do not display in report

FILTER to retrieve only contributors that are marked as primary

Identifier Value (mod-inventory-storage/instance-storage/instances:identifiers{identiferTypeId})UUID for a lookup table to make the connection with a name and the type of contributor they are

*Repeatable field*

Provides a join between mod-inventory-storage/instance-storage and mod-inventory-storage/identifier-type. This allows us to determine what the identifier is.

instances:identifiers{identiferTypeId} == mod-inventory-storage/identifier-type/identiferTypes:id

Identifier Value (mod-inventory-storage/instance-storage/instances:identifiers{value})An identification of an item (e.g. ISBN, ISSN)

Display in report


Identifier Type ID (mod-inventory-storage/identifier-type/identiferTypes:id)UUID of an identifier type

Provides a join between mod-inventory-storage/identifier-type and (mod-inventory-storage/instance-storage/instances:identifiers{identiferTypeId}.

identiferTypes:id == mod-inventory-storage/instance-storage/instances:identifiers{identiferTypeId}

Identifier Type Name (mod-inventory-storage/identifier-type/identiferTypes:name)Name of the type of an identifier (e.g. ISBN, ISSN)Display in report
Holding ID (mod-inventory-storage/holdings-storage/holdings:id)UUID for a Holdings record

Provides a join between mod-inventory-storage/holding-storage to mod-inventory/item-storage. This allows us to gain access to instance level details.

holdings:id == mod-inventory-storage/item-storage/items:holdingsRecordId

Discovery Suppress (mod-inventory-storage/holdings-storage/holdings:discoverySuppress)Records the fact that the record should not be displayed in a discovery system

Do not display in report

FILTER to include holdings records that are not suppressed

Holding's Instance ID (mod-inventory-storage/holdings-storage/holdings:instanceId)UUID to link a Holdings record to an Instance

Provides a join between mod-inventory-storage/holding-storage to mod-inventory/instance-storage. This allows us to pull the bibliographic data in the instance record.

holdings:instanceId == mod-inventory-storage/instance-storage/instances:id

Location ID (mod-inventory-storage/location/locations:id)UUID for the Location record
Display in report
Name (mod-inventory-storage/location/locations:name)Name of the Location

Display in report

FILTER on Location name

Item ID (mod-inventory-storage/item-storage/items/{itemId}:Id)

UUID for the Item recordDisplay in report
Item HRID (mod-inventory-storage/item-storage/items/{itemsId}:hrid)Human readable id for the item recordDisplay in report
Barcode (mod-inventory-storage/item-storage/items/barcode)Barcode of the Item recordDisplay in report
Item Discovery suppress (mod-inventory-storage/item-storage/items/discoverySuppress)Records the fact that the record should not be displayed in a discovery system

Do not display in report


FILTER item records to have only item records that are not suppressed

Enumeration (mod-inventory-storage/item-storage/items/enumeration)Information for numbering scheme of an item for serialsDisplay in report
Chronology (mod-inventory-storage/item-storage/items/chonology)Information for dating scheme of an item for multipart or serialsDisplay in report
Year (mod-inventory-storage/item-storage/items/yearCaption)Information on the year for an itemDisplay in report
Call number (mod-inventory-storage/item-storage/items/effectiveCallNumberComponents)Elements of a full call number generated by item or holdingDisplay in report
Last circulation date (mod-inventory-storage/item-storage/items/lastCheckIn)Information when an item was last scanned in Inventory AppDisplay in report

Total Number of Checkouts, according to the ldp-users Slack, have to include a count as in

SELECT
l.item_id AS item_id,
COUNT(DISTINCT l.id) AS count_loans
FROM
loans AS l
GROUP BY l.item_id

List: loans table and the id and item_id columns


Display in report






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