MM-Pick List Report Prototype

MM-Pick List Report Prototype

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

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