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API questAPI reference documentation for all modules located at:  https://dev.folio.org/reference/api/

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*This report gives a count of patron requests placed by request type, material type (if needed), patron group, patron status, delivery method fulfillment preference (pick-up vs. delivery), owning location, and pick-up or delivery location


Report Description Detail

  • This report is modeled on UXPROD-2029, a cluster of Resource Access reports currently consisting of a single report (REP-143) on count of patron requests placed by request type, patron group, patron status, delivery method  fulfillment preference (pick-up vs. delivery), owning location, and pick-up location , that is run as needed.

Data fields

  • Date range, request type, material type, patron group, patron status, delivery method   fulfillment preference (pick-up vs. delivery), owning location, pick-up location.

...

  • Within a specified date range, provides a count of patron requests placed by request type, material type, patron group, patron status, delivery method fulfillment preference (pick-up vs. delivery), owning location, and pick-up location.

Filters

  • Date range, owning (permanent) location.


Report example: Requests Cluster Prototype report_ Request by Type FY20.xlsx

Voyager report example: Report for number of requests filled, by library and type of request.pdf



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

Table name:

(

mod-circulation-storage/

requests

request-storage/requests



Request ID (mod-circulation-storage/requests-storage/requests/ID
)Request type (mod-circulation-storage/requests-storage/requests/requestType)Request date (mod-circulation-storage/requests-storage/requests/requestDate
)
Requester ID (mod-circulation-storage/requests-storage/requests/requesterID)Proxy user ID (mod-circulation-storage/requests-storage/requests/proxyUserID
ID of the requestProvides the unique counter for the report (total count of unique request IDS by date is the sum of all requests for that time period)
Item ID (mod-circulation-storage/requests-storage/requests/itemID)ID of the item requestedProvides a join between mod-circulation-storage/requests-storage/requests and mod-inventory-storage/item-storage/items
and
Status of the request

Delivery address type ID (mod-circulation-storage/requests-storage/requests/
statusFulfillment preference (
deliveryAddressTypeID)
Item barcode (mod-circulation-storage/requests-storage/requests/barcode)
ID of the type of delivery address (provides a service delivery check; items can only be delivered to addresses with specific IDs, such as those with faculty office IDs)Provides a join between mod-circulation-storage/requests-storage/requests
/fulfilmentPreference)Delivery address type ID (
and mod-
circulation-storage/requests-storage/requests/deliveryAddressTypeID)
users/addressTypes
Pickup service point ID (mod-circulation-storage/requests-storage/requests/pickupServicePointID
)Table name: mod-inventory-storage/item-storage/itemsItem ID (mod-inventory-storage/item-storage/items/ID
)
The inventory
ID of the
item
pickup service pointProvides a join between mod-
inventory
circulation-storage/
item
requests-storage/
items
requests and mod-
circulation
inventory-storage/
requests
service-
storage
point/
requests
Item holdings record
service-points
Requester ID (mod-
inventory
circulation-storage/
item
requests-storage/
items
requests/
holdingsRecordID
requesterID)
The holdings record
ID of the patron making the
item
requestProvides a join between mod-
inventory
circulation-storage/
item
requests-storage/
items
requests and mod-
inventory-storage/holdings-storage/holdingsItem permanent location ID
users/users
Request type (mod-
inventory
circulation-storage/
item
requests-storage/
items
requests/
permanentLocationID)

Item's permanent location ID

Needed to pull in location name element from mod-inventory-storage/locations; provides  join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations

Item temporary location ID (mod-inventory-storage/item-storage/items/temporaryLocationID)

Item's temporary location ID

Needed to pull in location name element from mod-inventory-storage/locations; provides  join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locationsItem temporary location ID (mod-inventory-storage/item-storage/items/effectiveLocationID)Item's effective locationNeeded to pull in location name element from mod-inventory-storage/locations; provides  join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locationsItem Barcode (mod-inventory-storage/item-storage/items/barcode)The barcode of the item Needed for item search/replacement

Material Type ID (mod-inventory-storage/item-storage/items/materialTypeID)

ID of the material type

Needed for item search/replacement

Item Call Number (mod-inventory-storage/item-storage/items/itemLevelCallNumber)

The call number of the itemNeeded for item search/replacement

Item Volume Number (mod-inventory-storage/item-storage/items/itemVolumeNumber)

Used for a multipart monographNeeded for item search/replacementItem Enumeration (mod-inventory-storage/item-storage/items/enumeration)Item enumerator (e.g., vol. 1, No. 2, etc.)Needed for item search/replacementItem Chronology (mod-inventory-storage/item-storage/items/chronology)Descriptive information for the dating scheme of a serialNeeded for item search/replacementItem Copy Number
requestType)The type of request (hold, recall, etc.)needed for report stats
Request date (mod-circulation-storage/requests-storage/requests/requestDate)Date the patron sent in the requestneeded for report filter
Status of the request (mod-circulation-storage/requests-storage/requests/status)Status of the request: there are currently 8 request status values in the LPD, such as Open - Awaiting pickup,  Open - Awaiting delivery", Closed - Filled, etc.needed for report filter
Fulfillment preference (mod-circulation-storage/requests-storage/requests/fulfilmentPreference)How the request should be fulfilled (e.g, hold on shelf, delivery, etc.)Needed for report stats
Table name: mod-inventory-storage/service-point/service-points

Pickup service point ID (mod-inventory-storage/
item
service-
storage
point/
items
service-points/
copyNumbers)Item copy number (e.g., copy 1, copy 2, etc.)Needed for item search/replacementItem note  (
ID)ID of the pickup service pointProvides a join between mod-inventory-storage/
item
service-
storage/items/notes: description)Notes about the itemThe item notes field may contain information that could be useful for an item search. All notes associated with an item should be included.Table name: (
point/service-points and mod-circulation-storage/
loan
requests-storage/
loansItem checkout location
requests
Pickup service point location name (mod-
circulation
inventory-storage/
loan
service-
storage
point/
loans
service-points/
itemEffectiveLocationAtCheckOut
name)
Location from where item was checked outItem checkout location, could be a location filter for this report.lloan ID (mod-circulation-storage/loan-storage/loans/id) Loan IDNeeded to count the number of unique loans, to calculate historic chargesLoan item status (mod-circulation-storage/loan-storage/loans/itemStatus) Status of the loan itemWhere item status  = 'Claimed returned'. This data element provides the main filter point for this report. loan policy ID (mod-circulation-storage/loan-storage/loans/loanPolicyID)ID of the last policy used in relation to this loan
name of pick up locationNeeded for report stats
Table name: mod-inventory-storage/item-storage/items

Item ID (mod-inventory-storage/item-storage/items/ID)The inventory ID of the itemProvides a join between mod-
circulation
inventory-storage/
loan
item-storage/
loans 
items and mod-circulation-storage/
loan-policy
requests-storage/
loan-policies
requests
Item permanent location ID (mod-
circulation
inventory-storage/
loan
item-storage/
loans
items/
itemIdProvides
permanentLocationID)
The UUID of the item

Item's permanent location ID

Provides  a join

point

between mod-

circulation

inventory-storage/

loan

item-storage/

loans

items and mod-inventory-storage/

item-storage/items User

locations

Material Type ID (mod-

circulation

inventory-storage/

loan

item-storage/

loans

items/

userId

materialTypeID)

The
ID of the
user whose loan is claimed as returnedProvides
material type

Provides  a join between mod-

circulation

inventory-storage/

loan

item-storage/

loans

items and mod-inventory-

user/users; needed to connect to user table to bring in patron information

storage/material-types

Table name: mod-
circulation-storage/loan-policy-storage/loan-policiesLoan policy id
users/addressTypes

Delivery address type ID (mod-
circulation-storage/loan-policy-storage/loan-policies/id)loan policy ID
users/addressTypes/addresstype/ID)This type of ID must match with the type of address ID where deliveries are allowedProvides a join between mod-
circulation-storage/loan-storage/loans 
users/addressTypes and mod-circulation-storage/
loan-policy
requests-storage/
loan-policiesLoan policy
requests
address type name (mod-
circulation-storage/loan-policy-storage/loan-policies
users/addressTypes/addresstype/name)
description
Name of the
loan policy, e.g., one hour loan, three week loan, etc.Provides a description for the type of loan policy for the item that was claimed returned
address typeExample: non-primary, work
address type description (mod-users/addressTypes/addresstype/desc)Description of the address typeExample: faculty office
Table name: mod-inventory-storage/material-types

(mod-inventory-storage/material-types/
id
ID)The material type ID of the itemProvides a join between mod-inventory-storage/material-types and mod-inventory-storage/item-storage/items
Material Type Name (mod-inventory-storage/material-types/name) Name of the material type (e.g., book, DVD, etc.)Needed
for item search/replacementTable name: mod-inventory-storage/locationsLocation name (mod-inventory-storage/locations/name)

Name of location

This provides the main location filter 
for
this report.Location ID (mod-inventory-storage/locations/id)ID of the locationProvides a join between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items
report stats
Table name: mod-users/users

User
id
ID (mod-users/users/
id
ID)The ID of the user
whose loan is claimed as returned
making the requestProvides a join between mod-circulation-storage/
loan
requests-storage/
loans
lrequests and mod-user/users
User patron group ID (mod-users/users/patronGroup)Patron group id of the userUser (patron) group id, to identify patron group name from groups table (e.g., grad student, faculty, staff, etc.)
User Proxy user ID?
Table name: mod-users/groups

User patron group ID (mod-users/groups/
id
ID)Patron group id of the userProvides a join between mod-users/groups and mod-user/users
User patron group name (mod-users/groups/name)Patron group name of the userType of patron (user), e.g., grad student, faculty, staff, etc.
Proxy user group name?

...

Table name: mod-inventory-storage/locations

Permanent location ID (mod-inventory-storage/locations/ID)ID of the permanent locationProvides a join between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items
Permanent location name (mod-inventory-storage/locations/name)

Name of permanent location

This provides the main location filter  for this report.


An example report may look like this (also see attached reports) above:

Owning LibraryPickup locationTotalHoldRecallFaculty requestGrad student requestUndergrad requestType: MonographType: Book
Law Circ GroupUris Circulation89809404902276
Law Circ GroupVet Circulation12102561111
Law Circ GroupAfricana Circulation41322004
TOTAL
1059114475712391