ctiveAPI reference documentation for all modules located at: https://dev.folio.org/reference/api/
*This report gives a count of patron requests placed by request type, patron group, patron status, delivery method (pick-up vs. delivery), owning location, pick-up 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 (pick-up vs. delivery), owning location, pick-up location , that is run as needed.
Data fields
- Date range, request type, patron group, patron status, delivery method (pick-up vs. delivery), owning location, pick-up location.
Report Criteria
- Within a specified date range, provides a count of patron requests placed by request type, patron group, patron status, delivery method (pick-up vs. delivery), owning location, pick-up location.
Filters
- Date range.
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 Description | Parameters/Query |
|---|---|---|
Table name: (mod-circulation-storage/requests-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) | ||
| Item ID (mod-circulation-storage/requests-storage/requests/itemID) | Provides a join between mod-circulation-storage/requests-storage/requests and mod-inventory-storage/item-storage/items and | |
| Status of the request (mod-circulation-storage/requests-storage/requests/status) | ||
| Item barcode (mod-circulation-storage/requests-storage/requests/barcode) | ||
| Fulfillment preference (mod-circulation-storage/requests-storage/requests/fulfilmentPreference) | ||
| Delivery address type ID (mod-circulation-storage/requests-storage/requests/deliveryAddressTypeID) | ||
| Pickup service point ID (mod-circulation-storage/requests-storage/requests/pickupServicePointID) | ||
| Table name: mod-inventory-storage/item-storage/items | ||
| Item ID (mod-inventory-storage/item-storage/items/ID) | The inventory ID of the item | Provides a join between mod-inventory-storage/item-storage/items and mod-circulation-storage/requests-storage/requests |
| Item permanent location ID (mod-inventory-storage/item-storage/items/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 |
Material Type ID (mod-inventory-storage/item-storage/items/materialTypeID) | ID of the material type | Needed for item search/replacement |
| Table name: (mod-circulation-storage/loan-storage/loans | ||
| Item checkout location (mod-circulation-storage/loan-storage/loans/itemEffectiveLocationAtCheckOut) | Location from where item was checked out | Item checkout location, could be a location filter for this report.l |
| loan ID (mod-circulation-storage/loan-storage/loans/id) | Loan ID | Needed to count the number of unique loans, to calculate historic charges |
| Loan item status (mod-circulation-storage/loan-storage/loans/itemStatus) | Status of the loan item | Where 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 | Provides a join between mod-circulation-storage/loan-storage/loans and mod-circulation-storage/loan-policy-storage/loan-policies |
| Item ID (mod-circulation-storage/loan-storage/loans/itemId) | The UUID of the item | Provides a join point between mod-circulation-storage/loan-storage/loans and mod-inventory-storage/item-storage/items |
| User ID (mod-circulation-storage/loan-storage/loans/userId) | The ID of the user whose loan is claimed as returned | Provides a join between mod-circulation-storage/loan-storage/loans and mod-user/users; needed to connect to user table to bring in patron information |
| Table name: mod-circulation-storage/loan-policy-storage/loan-policies | ||
| Loan policy id (mod-circulation-storage/loan-policy-storage/loan-policies/id) | loan policy ID | Provides a join between mod-circulation-storage/loan-storage/loans and mod-circulation-storage/loan-policy-storage/loan-policies |
| Loan policy name (mod-circulation-storage/loan-policy-storage/loan-policies/name) | description 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 |
| Table name: mod-inventory-storage/material-types | ||
| (mod-inventory-storage/material-types/id) | The material type ID of the item | Provides 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/replacement |
| Table name: mod-inventory-storage/locations | ||
| Location 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 location | Provides a join between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items |
| Table name: mod-users/users | ||
| User id (mod-users/users/id) | The ID of the user whose loan is claimed as returned | Provides a join between mod-circulation-storage/loan-storage/loans and mod-user/users |
| User patron group ID (mod-users/users/patronGroup) | Patron group id of the user | User (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) | Patron group id of the user | Provides a join between mod-users/groups and mod-user/users |
| User patron group name (mod-users/groups/name) | Patron group name of the user | Type of patron (user), e.g., grad student, faculty, staff, etc. |
| Proxy user group name? |
Note:
An example report may look like this: