MM-Pick List Report Prototype
- E Pennington
- Angela Zoss (Old)
Report Description Detail
This report is intended to be run ad-hoc, to provide details on items located in a chosen Location(s).
The model is based on ID322 (REP_189) which contains the same elements required for ID315 (UXPROD-892) and ID302 (UXPROD-880), with a few additional fields. Users should be able to choose one or more locations within the desired location hierarchy and then get an a count of items (based on Item ID) with in the location(s) or get a varying range of item details for those located there. Users should also be able to filter results for Discovery Suppression, Format, and/or Material type.
Start report with:
Institution | Campus | Library | Location Name
Filters:
Item Discovery Suppression | Holding Discovery Suppression | Instance Discovery Suppression | Instance Format | Instance Type | Item Material Type Name | Item Loan Type
Future (data not implemented yet): Date of Last Checkout | Number of Historic Charges/Loans
Data fields:
Item ID Count
OR
Call Number Prefix | Call No. | Call No. Suffix | Contributor/Author (Primary only) | Title | Index Title | Volume | Enumeration | Chronology | Copy Number | Item-Number of Pieces | Item-Number of Pieces Missing | Item Barcode | Item Status | Identifiers (ISBN | ISSN) | Publisher | Date of Publication | Item Id | Holding Id | Instance Id
See TAMU's similar example report from Voyager: https://docs.google.com/document/d/1ZZuK3XFi2IkKrQn8IDOtug2VP428E3IzNlJZP9adfrE/
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
| Table name: mod-inventory-storage/locations | ||
| Location ID (mod-inventory-storage/location/locations:id) | UUID for the Location record | |
| Name (mod-inventory-storage/location/locations:name) | Name of the Location | |
| Code (mod-inventory-storage/location/locations:code) | Code to represent a Location | |
| Institution ID (mod-inventory-storage/location/locations:institutionId) | ID to retrieve the Institution that a Location belongs to | Provides a join point between mod-inventory-storage/location to mod-inventory-storage/locationunit. This allows us to pull names and codes of an Institution. locations:institutionId == mod-inventory-storage/locationunit/location-units/locinsts:id |
| Campus ID (mod-inventory-storage/location/locations:campusId) | ID to retrieve the Campus that a Location belongs to | Provides a join point between mod-inventory-storage/location to mod-inventory-storage/locationunit. This allows us to pull names and codes of an Campus. locations:campusId == mod-inventory-storage/locationunit/location-units/loccamps:id |
| Library ID (mod-inventory-storage/location/locations:libraryId) | ID to retrieve the specific Library that a Location belongs to | Provides a join point between mod-inventory-storage/location to mod-inventory-storage/locationunit. This allows us to pull names and codes of an Library. locations:libraryId == mod-inventory-storage/locationunit/location-units/loclibs:id |
| Table name: mod-inventory-storage/location-units | ||
| Institution Location ID (mod-inventory-storage/locationunit/location-units/locinsts:id) | ID for an Institution | Provides a join point between mod-inventory-storage/locationunit/location-units and mod-inventory-storage/location/locations. This allows us to pull name and code of an institution. locinsts:id == mod-inventory-storage/location/locations:institutionId |
| Institution Location Name (mod-inventory-storage/locationunit/location-units/locinsts:name) | Name of the Institution | After joining based on Location Institution ID fields, include Institution Name in report. |
| Institution Location Code (mod-inventory-storage/locationunit/location-units/locinsts:code) | Code to represent the Institution | After joining based on Location Institution ID fields, include Institution Code in report. |
Campus Location ID (mod-inventory-storage/locationunit/location-units/loccamps:id) | ID for a Campus | Provides a join point between mod-inventory-storage/locationunit/location-units and mod-inventory-storage/location/locations. This allows us to pull name and code of a campus. loccamps:id == mod-inventory-storage/location/locations:campusId |
| Campus Location Name (mod-inventory-storage/locationunit/location-units/loccamps:name) | Name of the Campus | After joining based on Location Campus ID fields, include Campus Name in report. |
| Campus Location Code (mod-inventory-storage/locationunit/location-units/loccamps:code) | Code to represent the Campus | After joining based on Location Campus ID fields, include Campus Code in report. |
| Library Location ID (mod-inventory-storage/locationunit/location-units/loclibs:id) | ID for a Library | Provides a join point between mod-inventory-storage/locationunit/location-units and mod-inventory-storage/location/locations. This allows us to pull name and code of a Library. loclibs:id == mod-inventory-storage/location/locations:libraryId |
| Library Location Name (mod-inventory-storage/locationunit/location-units/loclibs:name) | Name of the Library | After joining based on Location Library ID fields, include Library Name in report. |
| Library Location Code (mod-inventory-storage/locationunit/location-units/loclibs:code) | Code to represent the Library | After joining based on Location Library ID fields, include Library Code in report. |
| Table name: mod-inventory-storage/item-storage/items | ||
| Effective Location (calculated in LDP) | The item's effective location (calculated from permanent and temporary locations of holdings and items) | |
| Temporary Location ID (mod-inventory-storage/item-storage/items:temporaryLocationId) | UUID for Location to correspond to where an item has temporarily been located | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/location. items:temporaryLocationId == mod-inventory-storage/location/locations:id |
| Permanent Location ID (mod-inventory-storage/item-storage/items:permanentLocationId) | UUID for Location to correspond to where an item permanently resides | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/location. items:permanentLocationId == mod-inventory-storage/location/locations:id |
| Item ID (mod-inventory-storage/item-storage/items:id) | UUID for an item. | This element will be counted to determine number of item matching the selected location(s) and criteria (Count(id)). |
| Discovery Suppress (mod-inventory/item-storage/items: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 Item Discovery Suppress where True or False. |
| Material Type ID (mod-inventory-storage/item-storage/items:materialTypeId) | UUID for the type of material an item is | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/material-type. This allows us to get the name for the material type. items:materialTypeId == mod-inventory-storage/material-type/mtypes:id |
| Perm Loan Type (mod-inventory-storage/item-storage/items:permanentLoanTypeId) | UUID for a loan type | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/loan-type. This allows us to pull the location name and code. items:permanentLoanTypeId == mod-inventory-storage/loan-type/loantypes:id |
| Temp Loan Type (mod-inventory-storage/item-storage/items:temporaryLoanTypeId) | UUID for a loan type | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/loan-type.This allows us to pull the location name and code items:temporaryLoanTypeId == mod-inventory-storage/loan-type/loantypes:id |
| Item Barcode (mod-inventory-storage/item-storage/items:barcode) | Barcode to identify an item | |
| Volume (mod-inventory-storage/item-storage/items:volume) | Item's Volume designation (e.g. Vol.1, v.2, etc.) | |
| Enumeration (mod-inventory-storage/item-storage/items:enumeration) | Item's Enumeration designation (e.g. No.1, pt.2, etc.) | |
| Chronology (mod-inventory-storage/item-storage/items:chronology) | Item's Chronology designation (e.g. 2019, 1999, etc.) | |
| Copy Number (mod-inventory-storage/item-storage/items:{copyNumbers}) | Item's Copy Number (e.g. Copy 1, c.2, etc.) | |
| Number of Pieces (mod-inventory-storage/item-storage/items:numberOfPieces) | Number of pieces that are part of an item (e.g. CDs in a boxset, Book and DVD ROM, etc.) | |
| Number of Missing Pieces (mod-inventory-storage/item-storage/items:numberOfMissingPieces) | ||
| Call Number Prefix (mod-inventory-storage/item-storage/items:itemLevelCallNumberPrefix) | Term that precedes a call number | |
| Call Number (mod-inventory-storage/item-storage/items:itemLevelCallNumber) | Call Number for an Item | |
| Call Number Suffix (mod-inventory-storage/item-storage/items:itemLevelCallNumberSuffix) | Term or number(s) that follow a Call Number | |
| Call Number Type ID (mod-inventory-storage/item-storage/items:itemLevelCallNumberTypeId) | ID for a Call Number Type | Provides a join between mod-inventory-storage/item-storage and mod-inventory-storage/call-number-type. This allows us to determine the type of call number listed. items:itemLevelCallNumberTypeId == mod-inventory-storage/call-number-type/callNumberTypes:id |
| Status Name (mod-inventory-storage/item-storage/items:status:name) | The Status of an Item (e.g. Available, Checked out, In transit, etc.) | This data element can be used to filter the report to include or exclude specific status names. |
| Item's Holding Record ID (mod-inventory-storage/item-storage/items:holdingsRecordId) | ID linking an Item to a Holding record | Provides a join between mod-inventory-storage/item-storage and mod-inventory-storage/holdings-storage. This allows us to pull the holding data to ultimately get at the instance data. items:holdingsRecordId == mod-inventory-storage/holdings-storage/holdings:id |
| Number of Pieces (mod-inventory-storage/item-storage/items:numberOfPieces) | Number of pieces an item has included | Used when an item is checked out or returned to verify that all parts are present (e.g. 7 CDs in a set). |
| Table name: mod-inventory-storage/material-types | ||
| Material Type ID (mod-inventory-storage/material-type/mtypes:id) | UUID of a material type | Provides a join point between mod-inventory-storage/material-type and mod-inventory-storage/item-storage. mtypes:id == mod-inventory-storage/item-storage/items:materialTypeId |
| Material Type Name (mod-inventory-storage/material-type/mtypes:name) | Name of material type describing an item | After joining based on Material Types ID, include Material Type Name in report. |
| Table name: mod-inventory-storage/loan-types | ||
| Loan Type ID (mod-inventory-storage/loan-type/loantypes:id) | UUID for a loan type | Provides a join between mod-inventory-storage/loan-type and mod-inventory-storage/items. loantype:id == mod-inventory-storage/item-storage/items:permanentLoanTypeId loantype:id == mod-inventory-storage/item-storage/items:temporaryLoanTypeId |
| Loan Type Name (mod-inventory-storage/loan-type/loantypes:name) | Name for a loan type ("Can circulate", "Reading room", "Course reserve", etc.) | After joining based on Loan Type ID fields, include Loan Type Name in report. |
| Table name: mod-inventory-storage/call-number-types | ||
| Call Number Type ID (mod-inventory-storage/call-number-type/callNumberTypes:id) | UUID for a Call Number Type | Provides a join between mod-inventory-storage/call-number-type and mod-inventory-storage/item-storage. callNumberTypes:id == mod-inventory-storage/item-storage/items:itemLevelCallNumberTypeId |
| Call Number Type ID (mod-inventory-storage/call-number-type/callNumberTypes:name) | Name of the Call Number type (e.g. LC or Dewy) | callNumberTypes:name == "LC", "Dewey", etc. |
| Table name: mod-inventory-storage/holdings-storage/holding | ||
| 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 system | This data element can be used to filter the report for Holding Discovery Suppress where True or False. |
| 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/instance-storage/isntances | ||
| Instance ID (mod-inventory-storage/instance-storage/instances:id) | UUID for an Instance record | Provides a join between mod-inventory-storage and mod-inventory-storage/holdings-storage. instances:id == mod-inventory-storage/holdings-storage/holdings:instanceId |
| 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. |
| Instance Type ID (mod-inventory-storage/instance-storage/instances:instanceTypeId) | The unique term for the resource type | Provides a join between mod-inventory-storage and mod-inventory-storage/instance-type. This allows us to access the Instance Type Name and Code. instances:instanceTypeId == mod-inventory-storage/instance-type/instanceTypes:id |
| Instance Format ID (mod-inventory-storage/instance-storage/instances:instanceFormatIds) | The unique term for the resource format | *Repeatable field* Provides a join between mod-inventory-storage/instance-storage and mod-inventory-storage/instance-format. This allows us to access the Instance Format Name and Code. instances:instanceFormatIds == mod-inventory-storage/instance-format/instanceFormats:id |
| Title (mod-inventory-storage/instance-storage/instances:title) | The primary title (or label) associated with the resource | |
| Index Title (mod-inventory-storage/instance-storage/instances:indexTitle) | Title normalized for browsing and searching; based on the title with articles removed | |
| Publisher (mod-inventory-storage/instance-storage/instances:publication{publisher} | Name of publisher, distributor, etc. | *Repeatable field* |
| Date of Publication (mod-inventory-storage/instance-storage/instances:publication{dateOfPublication} | Date (year YYYY) of publication, distribution, etc. | *Repeatable field* |
| 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. |
| Identifier Value (mod-inventory-storage/instance-storage/instances:contributors{primary}) | Boolean for if contributor is main contributor | *Repeatable field* instances:contributors{primary} == True |
| 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* ?Possible to pull out and put in to the different columns? If multiple for the same type (isbn, issn, etc) combine into the same cells and separate with delimiter. |
| Table name: mod-inventory-storage/instance-types | ||
| Instance Type ID (mod-inventory-storage/instance-type/instanceTypes:id) | UUID for instance type | Provides a join between mod-inventory-storage/instance-type and mod-inventory-storage/instance-storage. instanceTypes:id == mod-inventory-storage/instance-storage/instances:instanceFormatIds |
| Instance Type Name (mod-inventory-storage/instance-type/instanceTypes:name) | Name of the instance type ("still image", "computer dataset", "tactile text", etc.) | After joining based on Instance Type ID, include Instance Type Name. This data element can be used to filter the report including or excluding selected Names. |
| Instance Type Code (mod-inventory-storage/instance-type/instanceTypes:code) | Code of the instance type ("sti", "cod", "tct", etc.) | After joining based on Instance Type ID, include Instance Type Code. This data element can be used to filter the report including or excluding selected Codes. |
| Table name: mod-inventory-storage/instance-formats | ||
| Instance Format ID (mod-inventory-storage/instance-format/instanceFormats:id) | UUID for an instance format | Provides a join between mod-inventory-storage/instance-format and mod-inventory-storage/instance-storage. instanceFormats:id == mod-inventory-storage/instance-storage/ |
| Instance Format Name (mod-inventory-storage/instance-format/instanceFormats:name) | Name of an instance format ("audio – audio disc", "audio – cassette", "computer – online resource") | After joining based on Instance Format ID, include Instance Format Name. This data element can be used to filter the report including or excluding selected Names. |
| Instance Format Code (mod-inventory-storage/instance-format/instanceFormats:code) | Code for an instance format ("sd", "ss", "cr", etc.) | After joining based on Instance Type ID, include Instance Format Code. This data element can be used to filter the report including or excluding selected Code. |
| 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) | identiferTypes:name == "isbn", "issn", etc. |
| TBD | ||
| Not implemented - Last Transaction Date (TBD) | Date of the last time an item circulated | |
| Not implemented - Historic Charges/Transactions (TBD) | Number of times and item was checked-out |
- E Pennington get in touch with Emma Boettcher about questions in Historic Loan data.
- Emma said these are being discussed, but not worked on yet. UXPROD-283 tracking of previous statuses (capture last transaction date bit), and UXPROD-1327 for at-a-glance info about how many times an item has circulated.
- E Pennington ask Charlotte Whitt or Laura Wright about how LC Call Numbers are stored: Call Number Prefix/Suffix and if Classification is stored.
- Talked with Laura and she told me about there is a subgroup being formed to look at call number searching and maybe this work will help. No work done yet.
- E Pennington add in item piece counts.