MM-Collection Analysis Report Prototype
- Christie Thomas
- Angela Zoss (Old)
Report Description Detail
This report is intended to be run ad-hoc, to provide details that characterize the collection.
The model is based on UXPROD-885.
Users should be able to create a report that contains instances with the call number stem and/or format(s) provided. Users should also be able to filter by record suppression from discovery.
Start report with:
Instance Format | Item effective call number
Filters:
Item Discovery Suppression | Holding Discovery Suppression | Instance Discovery Suppression | Instance status | Instance Date Status Updated | Instance Publication Place | Instance Publication Date of Publication | Instance languages | Holdings Type | Institution | Library | Location
Data fields:
Instance HRID count
OR
Effective Call Number Prefix | Effective Call No. | Effective Call No. Suffix | Effective location | Instance Discovery Suppression | Instance status | Instance Date Status Updated | Contributor/Author (Primary only) | Title | Index Title | Instance Publication Place | Instance Publication Date of Publication | Instance languages | Holdings Type | Item Material Type | Orders POL
*Generated via use input in filter
| 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 Call Number Prefix (mod-inventory-storage/item-storage/items:effectiveCallNumberComponents:prefix) | Prefix for Effective Call Number String | |
| Effective Call Number (mod-inventory-storage/item-storage/items:effectiveCallNumberComponents:callNumber) | Call number for Effective Call Number String | |
| Effective Call Number Suffix (mod-inventory-storage/item-storage/items:effectiveCallNumberComponents:suffix) | Suffix for Effective Call Number String | |
| Effective Location ID (mod-inventory-storage/item-storage/items:effectiveLocationId) | UUID for Location to correspond to where an item is currently located | Provides a join point between mod-inventory-storage/item-storage and mod-inventory-storage/location. items:effectiveLocationId == mod-inventory-storage/location/locations:id |
| Item ID (mod-inventory-storage/item-storage/items:id) | UUID for an item. | |
| 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 |
| 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 |
| Item's Purchase Order Line Item ID (mod-inventory-storage/item-storage/items:purchaseOrderLineIdentifier) | ||
| 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/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 |
| Holding's Instance ID (mod-inventory-storage/holdings-storage/holdings:holdingsTypeId) | UUID to link the holdings type assigned to a holdings to its holding type label in the reference table. | |
| Table name: mod-inventory-storage/instance-storage/instances | ||
| 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 |
| Instance HRID (mod-inventory-storage/instance-storage/instances:hrid) | ||
| 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 Status ID (mod-inventory-storage/instance-storage/instances:statusId) | ||
| Instance Status Updated Date (mod-inventory-storage/instance-storage/instances:statusUpdatedDate) | Needs to be extracted from the JSON object. | |
| Instance Languages (mod-inventory-storage/instance-storage/instances:languages) | Needs to be extracted from the JSON object | |
| 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 | |
| Place of Publication (mod-inventory-storage/instance-storage/instances:publication{place} | ||
| 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 |
| Mode of Issuance ID (mod-inventory-storage/instance-storage/instances:modeOfIssuanceId) | ||
| Table name: mod-inventory-storage/modes-of-issuance | ||
| Instance Type ID (mod-inventory-storage/modes-of-issuance/issuanceModesid) | ||
| Instance Type Name (mod-inventory-storage/modes-of-issuance/issuanceModes:name) | ||
| 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/holdings-types | ||
| Instance Format ID (mod-inventory-storage/holdings-types:id) | UUID for a holdings type | 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/holdings-types:name) | Name of an holdings type ('print', 'electronic') | 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. |
| Table name: mod-inventory-storage/instance-statuses | ||
| Instance Status ID (mod-inventory-storage/instance-statuses:id) | ||
| Instance Status Name (mod-inventory-storage/instance-statuses:name) | ||
| Table name: mod-orders-storage/po-lines | ||
Instance ID (mod-orders-storage/po-lines:instanceID) | Instance UUID | Used to join Instance UUID from Inventory. May be a 1:many relationship.. Should be one line per Instance with multiple POLs resulting in csv lists or summaries in the respective field. |
| Acquisition Method (mod-orders-storage/po-lines:acquisitionMethod) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
| Cost (mod-orders-storage/po-lines:cost) | May have a 1:many relationship. Multiple values should be summed together for presentation in the results. | |
| Donor (mod-orders-storage/po-lines:donor) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
| Fund Distribution (mod-orders-storage/po-lines:fundDistribution) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
Payment Status (mod-orders-storage/po-lines:paymentStatus) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
| Purchase Order ID (mod-orders-storage/po-lines:purchaseOrderId) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
| Reporting Codes (mod-orders-storage/po-lines:reportingCodes) | May have a 1: many issue; multiple values should be in a single cell as csv list. | |
| Tags (mod-orders-storage/po-lines:tags) | May have a 1: many issue; multiple values should be in a single cell as csv list. |