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RA-Claimed Returned Cluster Prototype

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


*This report shows a list of items that patrons claim they have returned, but are not showing as checked in by the system( where the item status is 'claimed returned').  The filters also include data range and borrowing location.

*Include past circulation information to inform replacement decisions

*NOTE: This report includes patron personal information, which is not GDPR-compliant. This is needed to identify whether the same patron has an excessive number of 'claimed returned' on items, in which case the patron may be flagged.


Report Description Detail

  • This report is modeled on UXPROD-2020, a cluster of Resource Access reports currently consisting of a single report (REP-203) on claims status and claims resolution by date and location, that is run as needed.

Data fields

  • Item loan status, status date, item notes and note type, item call number and ID, all item descriptors (call number, barcode, title, etc.), material type details, location fields, circulation information, all patron information

Report Criteria

  • Within a specified date range, provides a listing of items that are charged to patrons but patrons claim they have returned (claims returned status). Also included are patron details, details of the item (title, barcode, publisher, pagination, date when it entered the system, etc.), and item circulation stats (count of historical charges within a specified date range).

Filters

  • Date range, loan status type (claimed returned), and location.



Folio Attribute (Module/Path:Object)Folio Data Element DescriptionParameters/Query
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-inventory-storage/item-storage/items and mod-circulation-storage/loan-storage/loans
Item holdings record ID (mod-inventory-storage/item-storage/items/holdingsRecordID)The holdings record ID of the itemProvides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/holdings-storage/holdings
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

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/locations
Item 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/locations
Item 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/replacement
Item Enumeration (mod-inventory-storage/item-storage/items/enumeration)Item enumerator (e.g., vol. 1, No. 2, etc.)Needed for item search/replacement
Item Chronology (mod-inventory-storage/item-storage/items/chronology)Descriptive information for the dating scheme of a serialNeeded for item search/replacement

Item Copy Number (mod-inventory-storage/item-storage/items/copyNumbers)


Item copy number (e.g., copy 1, copy 2, etc.)Needed for item search/replacement

Item note  (mod-inventory-storage/item-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: mod-inventory-storage/holdings-storage/holdings

Item holdings ID (mod-inventory-storage/holdings-storage/holdings/ID)The holdings ID of the itemProvides a join between mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/item-storage/items.
Item Location (mod-inventory-storage/holdings-storage/holdings/permanentLocationID)

Item's permanent holdings location ID

Needed to pull in location name element from mod-inventory-storage/locations; provides  join between  mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/locations
Item Location (mod-inventory-storage/holdings-storage/holdings/temporaryLocationID)

Item's temporary holdings location ID

Needed to pull in location name element from mod-inventory-storage/locations; provides  join between  mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/locations
Item Title (mod-inventory-storage/holdings-storage/holdings/shelvingTitle)The title of the claimed returned item
Needed for item search/replacement
Instance ID (mod-inventory-storage/holdings-storage/holdings/InstanceID)The instance ID of the itemProvides a join between mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/instance-storage/instances.
Table name: (mod-circulation-storage/loan-storage/loans

Item checkout location (mod-circulation-storage/loan-storage/loans/itemEffectiveLocationAtCheckOut)Location from where item was checked outItem checkout location, could be a location filter for this report.l
loan ID (mod-circulation-storage/loan-storage/loans/id) Loan IDNeeded 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 itemWhere item status  = 'Claimed returned'. This data element provides the main filter point for this report.
claimed returned date (mod-circulation-storage/loan-storage/loans/claimedReturnedDate) Date the item was claimed returned for this loanThis data element provides a filter point for this report (where claimedReturnedDate between [start] And [end]).
loan renewal count (mod-circulation-storage/loan-storage/loans/renewal count)Number of times an item loan has been renewedNeeded to add to the count of unique loan ids to calculate historic charges
loan policy ID (mod-circulation-storage/loan-storage/loans/loanPolicyID)ID of the last policy used in relation to this loanProvides 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 returnedProvides 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 IDProvides 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/instance-storage/instances

ID (mod-inventory-storage/instance-storage/instances/id)The instance ID of the itemProvides a join between (mod-inventory-storage/instance-storage/instances and mod-inventory-storage/holdings-storage/holdings

Date of Publication (mod-inventory-storage/instance-storage/instances/publication:dateOfPublication)

Date (year YYYY) of publication, distribution, etc.Needed for item search/replacement
Item Record Date (mod-inventory-storage/instance-storage/instances/cataloguedDate)
Date item record was created (date the item first entered the system after being acquired)Needed for item search/replacement
Table name: mod-inventory-storage/material-types

(mod-inventory-storage/material-types/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/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 locationProvides 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 returnedProvides a join between mod-circulation-storage/loan-storage/loans and mod-user/users
User first name (mod-users/users/firstName)First name of the userUser's first name
User middle name (mod-users/users/middleName)Middle name of the userUser's middle name
User last name (mod-users/users/lastName)Last name of the userUser's last name
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.)
Table name: mod-users/groups

User patron group ID (mod-users/groups/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.

Note: Elena OMalley suggested including the name of the staff member who applied the 'claimed returned' status, in case the person using this report wants to talk to that person about a special situation. Is there a data element for staff audit trail here, the equivalent of 'operator id' in Voyager?

An example report may look like this:

loan_statusstatus_date

item_location1


item call number

item material typeitem volume numberitem copy numberitem notesother item details2number of loansnumber of renewalsloan policy nameUser first nameUser middle nameUser last nameUser emailUser patron group name
claimed returned3-15-20Fine Arts Libraryxxxbook-2xxxxxxx1463 week loanArethaJillFranklinajf60@univ.eduundergrad student
claimed returned3-15-20Fine Arts Libraryxxxmonograph31xxxxxxx201 year loanCarlosKidSantanaczs92@univ.edugraduate student
claimed returned3-10-20Fine Arts LibraryxxxDVD-1xxxxxxx941 year loanGinZappaWigmoregcw54@univ.edustaff

1Item location can be temporary or permanent, or checkout point.

2Item details will include several columns of data, including item call number, bar code, material type, volume number, numeration, publication date,  copy number, item notes, etc.


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