RA-Serials Cluster Prototype -In Progress
API reference documentation for all modules located at: https://dev.folio.org/reference/api/
(need 'browse data element; cannot complete without it)
Voyager report example: https://drive.google.com/file/d/1d_7VCaav5kE39Fnw3mudWQAfbi8rD3Io/view
*Number of print serials circulated or browsed by patrons.
*Reports needed by selectors for collection development/collection management decisions.
Report Description Detail
This report is modeled on UXPROD-2031, a cluster of resource access reports consisting of two reports: REP-135 (serials with usage by library) and REP-110 (reference library use).
Data fields
Date range (as filter), BibID, HoldingsID, Title, Call Number, Library Location, Material type, issues available, volume count, 852z notes, Circulation counts *item holding location needed for circulation counts for particular library
Report Criteria
Serials materials, with or without 852$z notes, with total circulation and browse counts at the end of the semester.
Notes field describes if a serial is cancelled, available in print or electronic, when the subscription was cancelled etc. This is free form notes.
Date range, material type (serials), circulation counts.
Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
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Table name: mod-inventory-storage/item-storage/items |
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Item ID (mod-inventory-storage/item-storage/items/ID) | The inventory ID of the item | Provides a join between mod-inventory-storage/item-storage/items and mod-circulation-storage/loan-storage/loans |
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Item holdings record ID (mod-inventory-storage/item-storage/items/holdingsRecordID) | The holdings record ID of the item | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/holdings-storage/holdings |
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Item Location (mod-inventory-storage/item-storage/items/permanentLocationID) | Item's permanent location ID | Needed to pull in 'name' element from mod-inventory-storage/locations, as searches for missing items are done by specific location, and all location fields need to be included |
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Material Type ID (mod-inventory-storage/item-storage/items/materialTypeID) | ID of the material type | Needed for items with serials material type |
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Item Enumeration (mod-inventory-storage/item-storage/items/enumeration) | Item enumerator (e.g., vol. 1, No. 2, etc.) | Needed for circulation and browse count |
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Item Chronology (mod-inventory-storage/item-storage/items/chronology) | Descriptive information for the dating scheme of a serial | Needed for circulation and browse count |
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Item Copy Number (mod-inventory-storage/item-storage/items/copyNumbers)
| Item copy number (e.g., copy 1, copy 2, etc.) | Needed for circulation and browse count |
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Table name: mod-inventory-storage/holdings-storage/holdings |
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Item holdings ID (mod-inventory-storage/holdings-storage/holdings/ID) | The holdings ID of the item | Provides a join between mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/item-storage/items. |
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Item Location (mod-inventory-storage/holdings-storage/holdings/permanentLocationID) | Item's permanent holdings location ID | Needed to pull in 'name' element from mod-inventory-storage/locations, as searches for missing items are done by specific location, and all location fields need to be included |
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Item Title (mod-inventory-storage/holdings-storage/holdings/shelvingTitle) | The title of the item | Needed for item search/replacement |
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Instance ID (mod-inventory-storage/holdings-storage/holdings/InstanceID) | The instance ID of the item | Provides a join between mod-inventory-storage/holdings-storage/holdings and mod-inventory-storage/instance-storage/instances. |
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Holding Notes (mod-inventory-storage/holdings-storage/holdings/notes:HoldingNotesTypeID | notes on the holdings | to view 852 $z notes |
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Table name: mod-inventory-storage/material-types |
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(mod-inventory-storage/material-types/ID) | The material type ID of the item | Provides a join between mod-inventory-storage/material-types and mod-inventory-storage/item-storage/items |
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Material Type Name (mod-inventory-storage/material-types/name) | Name of the material type (e.g., book, DVD, etc.) | Needed for item search/replacement |
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Table name: mod-inventory-storage/locations |
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Location name (mod-inventory-storage/locations/name) | Name of location | For both reports, this provides a filter, as searches for missing items are done by specific location. |
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Location ID (mod-inventory-storage/locations/ID) | ID of the location | Provides a join between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items |
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Table name: loan-storage/loans/loans |
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Loan ID (mod-circulation-storage/loan-storage/loans:id) | UUID generated by a loan (identifies a specific circulation transaction) | This element will be counted to generate the number of transactions (COUNT(id)). Note: want to count Loan ID for checkouts only. |
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Loan Date (mod-circulation-storage/loan-storage/loans:loanDate) | The date an item was loaned | This data element can be used to filter the report to a date range (where loanDate Between [start] And [end]). It is also used for the date aggregation (to weeks or days/hours). Will also need to (automatically) calculate day of week from this value. Note: this field is stored as a string but should follow a standardized datetime format (RFC3339 / ISO 8601 date and time). From Marc Johnson: "It should be relatively unlikely [to introduce an error]. Clients which interact with the storage module directly could. With the typical circulation flow it should not be possible" |
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Item ID (mod-circulation-storage/loan-storage/loans:itemId) | Unique ID of the item lent to the patron | Provides a join point between mod-circulation-storage/loan-storage/loans and mod-inventory-storage/item-storage/items. |
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Notes:
/*Browse counts for this report are not available yet, will need to be added/
/*Report can be adapted for electronic materials as well by bringing in "form of item"?/