MM - Shelf List By Location (Item Level)
Report Description Detail
To extract records for all items that have a permanent location or temporary location that matches the location(s) selected from the location list. This can include item information such as barcode, enumeration, or chronology, instance information such as title and primary contributor, and loan history information. This report can be run ad hoc or on a regular basis.
The model is based on REP-189 and UXPROD-2051.
Start report with:
Instance Discovery Suppress to filter out all suppressed records → Holdings Record Discovery Suppress to filter out all suppressed holdings records → Item Discovery Suppress to filter out all item suppressed records → filter by item location and retrieve for the report: instance UUID, instance HRID, title, primary contributor, identifiers in instance such as OCLC, ISBN, ISSN; item barcode, item year, item enumeration, item chronology, item effective call number, item UUID, item HRID; circulation last circulation date and the loan history for that item.
Filters:
Instance Discovery Suppression | Holdings Discovery Suppress | Item Discovery Suppress | Item Location
We want only instances, holdings, and items that are discoverable (ie. not suppressed).
Data fields:
Instance UUID | Instance HRID| Instance ID Values | Instance Title | Instance Primary Contributor | Item UUID | Item HRID | Item barcode | Item enumeration | Item chronology | Item year caption | Item effective call number | Item Effective Call number | Item status | Item last check in | Item Loan history
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
| Instance ID (mod-inventory-storage/instance-storage/instances:id) | UUID for an Instance record | Display in report |
| Instance HRID (mod-inventory-storage/instance-storage/instances:hrid) | HRID for an instance record | Display in report |
| Discovery Suppress (mod-inventory-storage/instance-storage/instances:discoverySuppress) | Records the fact that the record should not be displayed in a discovery system | Do not display FILTER to retrieve only instance records that are not suppressed. |
| Title (mod-inventory-storage/instance-storage/instances:title) | The primary title (or label) associated with the resource | Display in report |
| Contributor Name (mod-inventory-storage/instance-storage/instances:contributors{name}) | Personal, corporate, or meeting name that contributed to a work | Display ONLY PRIMARY in report FILTER by Contributor identifier value (see below) |
| Identifier Value (mod-inventory-storage/instance-storage/instances:contributors{primary}) | Boolean for if contributor is main contributor | Do not display in report FILTER to retrieve only contributors that are marked as primary |
| 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) | Display in report |
| 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) | Display in report |
| 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 | Do not display in report FILTER to include holdings records that are not suppressed |
| 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 |
| Location ID (mod-inventory-storage/location/locations:id) | UUID for the Location record | Display in report |
| Name (mod-inventory-storage/location/locations:name) | Name of the Location | Display in report FILTER on Location name |
Item ID (mod-inventory-storage/item-storage/items/{itemId}:Id) | UUID for the Item record | Display in report |
| Item HRID (mod-inventory-storage/item-storage/items/{itemsId}:hrid) | Human readable id for the item record | Display in report |
| Barcode (mod-inventory-storage/item-storage/items/barcode) | Barcode of the Item record | Display in report |
| Item Discovery suppress (mod-inventory-storage/item-storage/items/discoverySuppress) | Records the fact that the record should not be displayed in a discovery system | Do not display in report FILTER item records to have only item records that are not suppressed |
| Enumeration (mod-inventory-storage/item-storage/items/enumeration) | Information for numbering scheme of an item for serials | Display in report |
| Chronology (mod-inventory-storage/item-storage/items/chonology) | Information for dating scheme of an item for multipart or serials | Display in report |
| Year (mod-inventory-storage/item-storage/items/yearCaption) | Information on the year for an item | Display in report |
| Call number (mod-inventory-storage/item-storage/items/effectiveCallNumberComponents) | Elements of a full call number generated by item or holding | Display in report |
| Last circulation date (mod-inventory-storage/item-storage/items/lastCheckIn) | Information when an item was last scanned in Inventory App | Display in report |
Total Number of Checkouts, according to the ldp-users Slack, have to include a count as in SELECT List: loans table and the id and item_id columns | Display in report | |