Report Description Detail
Institutions need to report holdings to HathiTrust per these specifications: https://www.hathitrust.org/print_holdings. This an item level report that includes bibliographic and holdings data. This prototype accounts for 3 very similar reports that HathiTrust needs: monographic holdings, multipart monographs, and serials. Resources need to be "book like" (e.g., pamphlets, bound newspapers or manuscripts, atlases, scores but not sheet maps) in print that have OCLC numbers and are cataloged as a single unit.
Users should be able to create a report that contains selected instance, holding, and item data, from both suppressed and unsuppressed records, including item status.
Start report with: resource type, format type
Filters:
instance status – i.e., cataloged materials, part of permanent collection
Instance: previouslyHeld
staffSuppress (instance)
Suppress from discovery (instance, holdings, item)
instance has OCLC number (instance identifier)
physical not electronic – i.e. instance format type=unmediated; holdings type=physical
print : instance resource type=text or cartographic image or notated music
not analytic records (articles, etc.) , not microform
holdings location – (may be used to eliminate microform, other media or denote depository status) *needs to include institution, campus, library, location
item state (custom, e.g., analytic; currently available, withdrawn, lost missing)
statistical code (instance, holding, item)
item material type
not sheet map (atlases only)
format type has volume
Secondary filters (to split into three distinct reports)
instance mode of issuance (serial vs non-serial)
item has enum/chron (single-part mono vs multi-part mono)
Data fields to display: Resource identifier (OCLC#), Instance HRID, (Holding Status-current holding, withdrawn, lost/missing), (item condition), (item-specific enumeration, chronology), ISSN, (gov docs indicator-is US Federal or is not US Federal)
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
Table name: mod-inventory-storage/instances inventory_instances | ||
inventory_instances statusId | Instance status identifier | filter; subquery – select everything from the Instance status table, filter on status ids for, e.g., ('Cataloging Complete', 'Batch Loaded', 'Temporary Cataloged') |
inventory_instances staffSuppress | Suppress from Staff | filter |
inventory_instances discoverySuppress | Suppress from discovery | filter |
inventory_instances previouslyHeld | Held Previously | filter |
inventory_instances holdingsRecords2 | Associated holdings identifiers | to join associated holdings |
inventory_instances instanceTypeId | Resource type id | To filter on Resource type – join to inventory_instance_types |
inventory_instances modeOfIssuanceID | Mode of issuance identifiers | filter on mode of issuance, join to inventory_modes_of_issuance |
inventory_instances instanceFormatIds | Format identifiers | To filter, Format category = 'unmediated--volume' |
inventory_instances Identifiers/identifierTypeId | Instance identifiers, specifically, OCLC number (filter & display) and ISSN if applicable/available (will be in serial records only) | join to inventory_identifier_types To Filter Resource identifier type = 'OCLC' And to Display Resource identifier type OCLC, ISSN |
inventory_instances Identifiers/value | Values for Instance identifiers, e.g., OCLC number, ISSN | display OCLC number & ISSN |
inventory_instances physicalDescriptions/description | Physical description, comparable to MARC 300 field | filter: contains p. or pages vs v. or vol. or vols. or volumes |
Is or is not US Federal Document? | statistical code in instance SuDoc call number in instance gov doc note type? (doesn't exist yet) (instance, holdings, item) (in MARC, 008/17 = u and 008/28 = f means is considered document) | |
inventory_instances statisticalCodeIds | locally configurable, repeatable field; may be used, for example, to identify US Federal Documents | filter if desired |
| ... holdings ids | ||
| Table name: mod-inventory-storage/instance-types | ||
inventory_instance_types id | Resource type identifier | join id on instanceTypeId |
inventory_instance_types name | Resource type name comparable to MARC 336$a | filter: Resource type name text OR notated music OR cartographic image |
inventory_instance_types code | Resource type code comparable to MARC 336$b | filter: Resource type code txt, ntm, cri |
| Table name: mod-inventory-storage/instance-formats | ||
inventory_instance_formats id | to join format type to instance data | |
inventory_instance_formats name | instance format type, analogous to MARC 337/338 fields | filter for unmediated--volume |
| Table name: mod-inventory-storage/statistical-codes | ||
inventory_statistical_codes id | join | |
inventory_statistical_codes name | statistical codes, exist in all record types; will be locally assigned code types/codes | filter, e.g., "cataloged" |
| Table name: mod-inventory-storage/holdings | ||
inventory_holdings discoverySuppress | suppress from discovery (all record types) = true/false | filter |
inventory_holdings id | holdings record ID | join to Instance |
inventory_holdings holdingsItems | item IDs associated with a holdings record | to join associated items |
inventory_holdings: permanentLocation permanentLocationId | need all four levels (institution, campus, library, location) | |
inventory_holdings statisticalCodeIds | statistical codes, exist in all record types; will be locally assigned code types/codes | |
| Table name: mod-inventory-storage/locations | ||
inventory_locations institutionId | Institution (highest level of location) | all location data is for filtering |
inventory_locations campusId | Campus (2nd highest level of location) | all location data is for filtering |
inventory_locations libraryId | Library (3rd level of location) | all location data is for filtering |
inventory_locations id | join | all location data is for filtering |
inventory_locations name | Most specific location | all location data is for filtering |
| Table name: mod-inventory-storage/locations-units/institutions | ||
inventory_institutions id | ID of Institution (highest level of location) | all location data is for filtering |
inventory_institutions name | Name of Institution (highest level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/locations-units/campuses | ||
inventory_campuses id | ID of Campus (2nd highest level of location) | all location data is for filtering |
inventory_campuses name | Name of Campus (2nd highest level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/locations-units/libraries | ||
inventory_libraries id | ID of Library (3rd level of location) | all location data is for filtering |
inventory_libraries name | Name of Library (3rd level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/item_storage/items | ||
inventory_items discoverySuppress | suppress from discovery (all record types) = true/false | filter |
inventory_items status/name | item status, e.g. available, withdrawn, missing, etc. | filter on item state (i.e. status) |
inventory_items materialTypeId | join to material-types table | |
inventory_items statisticalCodeIds | statistical codes, exist in all record types; will be locally assigned code types/codes | |
inventory_items enumeration | item enumeration (e.g., volume numbering) | data present or not; to filter (single-part vs multi-part monos) & display (if present) |
inventory_items chronology | item chronology (e.g., year) | display (if present) |
inventory_items itemsDamagedStatusID | ||
| Table name: mod-inventory-storage/inventory_item_damaged_statuses | ||
inventory_item_damaged_status id | ||
inventory_item_damaged_status name | locally assigned? (look this up) | |
| Table name: mod-inventory-storage/material-types | ||
inventory_material_types id | join, to filter on item material type | |
inventory_material_types name | item material type – locally assigned values in item records | |
| Table name: mod-inventory-storage/instance-statuses | ||
inventory_instance_statuses name | Instance status name – locally defined values in instance records | filter by status, e.g., "cataloged" |
inventory_instance_statuses id | Instance status id | joining on status id to filter by status name |
| Table name: mod-inventory-storage/modes-of-issuance | ||
inventory_modes_of_issuance id | Modes of Issuance id | joining on modeOfIssuanceId by modes of issuance name |
inventory_modes_of_issuance name | Modes of Issuance name (e.g., serial) | |
| Table name: mod-inventory-storage/identifier-types | ||
inventory_identifier_types id | join to instance table | |
inventory_identifier_types name | filter on name = OCLC number |