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 information or not, 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
Item Discovery Suppress
Inventory Item ID
Item Location
Item Call number
Item Call number type
Item Call number Prefix
Item Call number Suffix
Barcode
Title
Author
Year
Enumeration
Chronology
OCLC
ISSN
ISBN
Last Circulation date
Checkouts
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 | Item 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 | Date instance created | Instance created by user | date instance updated | Instance updated by user | | Item UUID | Item HRID | Item barcode | Item enumeration | Item chronology | Item year caption | Item effective call number | Item Effective Call number | Item status | Patron IDItem last check in | Item Loan history
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query | ||
|---|---|---|---|---|
| Table name: mod-inventory-storage/instance-storage/instances | Instance ID (mod-inventory-storage/instance-storage/instances:id) | UUID for an Instance record | Do not display Display in report. | |
| Instance HRID (mod-inventory-storage/instance-storage/instances:hrid) | HRID for an instance record | Display as Instance ID in report. Order by. | ||
| Discovery Suppress (mod-inventory-storage/instance-storage/instances:discoverySuppress) | Records the fact that the record should not be displayed in a discovery system | This data element can be used to filter the report for Instance Discovery Suppress where True or False. Filter where value = False. (Need to confirm that False = suppressed.) (We want only those instances Do not display FILTER to retrieve only instance records that are not suppressed from discovery)Display True = N. | ||
| Title (mod-inventory-storage/instance-storage/instances:title) | The primary title (or label) associated with the resource | Would like the title in the output report.Display in report | ||
| Contributor Name (mod-inventory-storage/instance-storage/instances:contributors{name}) | Personal, corporate, or meeting name that contributed to a work | *Repeatable field* Only pull the contributor that is marked as the primary contributor.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 | *Repeatable field* instances:contributors{primary} == True Would only like to have the primary contributor listed in output report.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)*Repeatable field* Would like to break out identifiers into a column by type in output report. | Table name: mod-inventory-storage/instance-statuses/ | ||
| Instance Status ID (mod-inventory-storage/instance-statuses/id) | UUID to match to instance status applied to instance | Do not display in report | ||
| Instance status name (mod-inventory-storage/instance-statuses/name) | Label for instance status | Filter: Null or Uncataloged Display in report | Table name: mod-inventory-storage/identifier-types | |
| 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) | Table name: mod-inventory-storage/holdings-storage/holdingDisplay 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 systemThis data element can be used to filter the report for Holding Discovery Suppress where True or False. | 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 | ||
| Table name: mod-inventory-storage/locations | 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 record | Display in report | ||
| Item HRID (mod-inventory-storage/item-storage/items/{itemsId}:hrid) | Human readable id for the item record | Display in report | ||
| Barcode (mod-inventory-storage/item-storage/items/barcode) | Barcode of the Item record | Display 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 serials | Display in report | ||
| Chronology (mod-inventory-storage/item-storage/items/chonology) | Information for dating scheme of an item for multipart or serials | Display in report | ||
| Year (mod-inventory-storage/item-storage/items/yearCaption) | Information on the year for an item | Display in report | ||
| Call number (mod-inventory-storage/item-storage/items/effectiveCallNumberComponents) | Elements of a full call number generated by item or holding | Display in report | ||
| Last circulation date (mod-inventory-storage/item-storage/items/lastCheckIn) | Information when an item was last scanned in Inventory App | Display in report | ||
Total Number of Checkouts, according to the ldp-users Slack, have to include a count as in SELECT List: loans table and the id and item_id columns | Display in report | |||