Reporting: LDP-based Reports (UXPROD-1319)

[UXPROD-1915] RA-Collections Use Cluster Created: 29/Jul/19  Updated: 21/May/21  Resolved: 01/Feb/21

Status: Closed
Project: UX Product
Components: None
Affects versions: None
Fix versions: None
Parent: Reporting: LDP-based Reports

Type: New Feature Priority: TBD
Reporter: Sharon Beltaine Assignee: Angela Zoss
Resolution: Done Votes: 0
Labels: po-mvp, report-cluster, reporting, team-mvp
Remaining Estimate: Not Specified
Time Spent: Not Specified
Original estimate: Not Specified

Issue links:
Blocks
is blocked by CIRC-644 Record when the last renewal happened... Open
is blocked by CIRCSTORE-195 renewedDate support in loan-storage Open
is blocked by UXPROD-2430 Add renewedDate to loans Draft
Defines
is defined by LDPQURY-2 SQL query for Loans and Renewals Coun... Closed
is defined by LDPQURY-14 Prototype for Collections Use cluster Closed
is defined by LDPQURY-15 SQL query for Collections Use cluster Closed
Relates
relates to REP-103 Collections use - physical (internal)... Closed
relates to REP-107 Loaned physical units, overall (exclu... Closed
relates to REP-145 List of titles / items with the most ... Closed
relates to REP-176 Loans to other libraries count Closed
relates to REP-194 Report distinguishing general loans f... Closed
relates to REP-195 Circulation by Patron Group (undergra... Closed
relates to REP-204 Loans by item collection and borrower... Closed
Epic Link: Reporting: LDP-based Reports
Back End Estimate: XXL < 30 days
Development Team: Reporting
Report Functional Area(s):
Resource Access
Rank: Chalmers (Impl Aut 2019): R1
Rank: Chicago (MVP Sum 2020): R1
Rank: Cornell (Full Sum 2021): R1
Rank: Duke (Full Sum 2021): R1
Rank: 5Colleges (Full Jul 2021): R4
Rank: FLO (MVP Sum 2020): R2
Rank: GBV (MVP Sum 2020): R4
Rank: Lehigh (MVP Summer 2020): R2
Rank: MO State (MVP June 2020): R4
Rank: TAMU (MVP Jan 2021): R1
Rank: U of AL (MVP Oct 2020): R1

 Description   

This is a very general cluster that includes a variety of related reports on collections use.

The queries most likely to be helpful for these reports are:

Note: we still cannot effectively report on specific dates of renewals.

 



 Comments   
Comment by Angela Zoss [ 22/Aug/19 ]

Data elements required across reports:
circ transaction id (difference between circ transaction id and loan id?), owning library, patron group, patron status, item/loan type, material type?, loan period, loan interval, transaction date range, renewal count, holds/requests?, service point

Comment by Angela Zoss [ 16/Sep/19 ]

Compare to existing query for Circulation Item Detail:
https://folio-org.atlassian.net/wiki/display/RPT/Circulation+Item+Detail+Report+Prototype
https://github.com/folio-org/ldp-analytics/blob/master/sql/circ-item-detail/circ-item-detail.sql

Comment by Cheryl Malmborg [ 27/Sep/19 ]

It looks like almost all the elements mentioned in these reports are covered in circ item detail (or are in the comment as not included).

REP-103 Closed mentions loan period. I think this is covered by loan type (item type). Collection type needs to be clarified by Andrea and David. I'm emailing them.

REP-107 Closed is a count of total loans, including renewals by date range. The loan record includes a renewal count, but not the date of the renewal.

Comment by Erin Nettifee [ 13/Jan/20 ]

Is there a report about in-house usage captured? If so, it should be part of this cluster.

Comment by Angela Zoss [ 24/Jan/20 ]

Hi Erin Nettifee - you mention in-house usage here. Is that captured in FOLIO? Where would that be?

Comment by Erin Nettifee [ 24/Jan/20 ]

It's in development - https://folio-org.atlassian.net/browse/UXPROD-81 - Emma is the PO.

Comment by Angela Zoss [ 24/Jan/20 ]

Comment by Marie Widigson [ 16/Dec/20 ]

Not sure we understand our previous R5-ranking, changing it to R1 (even if we are currently using EBSCO Analytics for this purpose).

Comment by Angela Zoss [ 01/Feb/21 ]

Development completed as part of milestone 1.0 of the LDP.

https://github.com/folio-org/folio-analytics/tree/main/sql/report_queries/loans_and_renewals_counts

Comment by Angela Zoss [ 16/Feb/21 ]

Note: renewal date blocker has potential workaround with loan history table. Could create a derived table to unpack loan history, then query to get renewals with dates.

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