RA-Collections Recalls Cluster Prototype - in review
- Vandana Shah
Owned by Vandana Shah
API reference documentation for all modules located at: https://dev.folio.org/reference/api/
*This report provides a count of recalls by borrower type and patron category (who received recalls and not who placed them), by date range (academic quarter or semester).
Report Description Detail
- This report is modeled on UXPROD-2017, a cluster of Resource Access reports currently consisting of a single report (REP-202) on recalls by borrower type, that is run annually, or as needed.
Data fields
- Date range, borrower type (patron group of borrower who received the recall request), item type (this is not requested in the report, but might be useful to include),
Report Criteria
- Within a specified date range, provides a count of items that have been recalled by borrower type.
Filters
- Date range.
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
| Table name: mod-circulation-storage/request-storage-requests | ||
| (mod-circulation-storage/request-storage/requests/itemId) | ID of the item being recalled | Provides a join between mod-circulation-storage/requests-storage/requests and mod-circulation-storage/loan-storage/loans. |
| Request id (mod-circulation-storage/request-storage/requests/id) | The ID of the recall request | Needed to count the number of unique recall requests. |
| (mod-circulation-storage/request-storage/requests/requestType) | Type of request (whether the item has been recalled, paged for, should be held upon return, etc.) | Needed to filter by type of request (where type = recall). This data element provides a filter point for this report. |
| (mod-circulation-storage/request-storage/requests/requestDate) | Date the request was made | This data element provides a filter point for this report (where requestDate between [start] and [end]). |
| (mod-circulation-storage/request-storage/requests/requesterId) | ID of the patron making the recall request | Provides a join between mod-circulation-storage/requests-storage/requests and mod-users/users (in case there is a need to pull in the patron group of the requester) |
| Table name: (mod-circulation-storage/loan-storage/loans | ||
| Item ID (mod-circulation-storage/loan-storage/loans/itemId) | The ID of the item (being recalled) | Provides a join between mod-circulation-storage/loan-storage/loans and mod-circulation-storage/requests-storage/requests |
| User ID (mod-circulation-storage/loan-storage/loans/userId) | ID of borrower | Provides a join between mod-circulation-storage/loan-storage/loans and mod-users/users |
| loan ID (mod-circulation-storage/loan-storage/loans/id) | Loan ID | Provides a join between mod-circulation-storage/loan-storage/loans and any other table that needs to be linked via the loans table. |
| Due date (mod-circulation-storage/loan-storage/loans/dueDate) | Due date | Date when the item is due to be returned |
| Due date changed by recall (mod-circulation-storage/loan-storage/loans/dueDateChangedByRecall) | Due date changed by recall (yes/no) | Whether or not this loan had its due date modified by the recall request on the loaned item |
| Table name: mod-users/users | ||
| User id (mod-users/users/id) | ID of the patron the item was lent to (ID of the borrower) | Provides a join between mod-users/users and mod-users/loans |
| User patron group ID (mod-users/users/patronGroup) | Patron group ID of the borrower | Provides a join between mod-users/users and mod-users/groups |
| Table name: mod-inventory-storage/item-storage/items | ||
| Item ID (mod-inventory-storage/item-storage/items/ID) | The ID of the item | Provides a join between mod-inventory-storage/item-storage/items and mod-circulation-storage/loan-storage/loans |
| 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 |
| Item permanent location ID (mod-inventory-storage/item-storage/items/permanentLocationID)/or effective location or temp location (ask Angela) - need to know which library the book is associated with | Item's permanent location ID | Needed to pull in location name element from mod-inventory-storage/locations; provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations |
| Item temporary location ID (mod-inventory-storage/item-storage/items/temporaryLocationID) | Item's temporary location ID | Needed to pull in location name element from mod-inventory-storage/locations; provides join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations |
| Item effective location ID (mod-inventory-storage/item-storage/items/effectiveLocationID) | Item's effective location | Needed to pull in location name element from mod-inventory-storage/locations; provides join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations |
| Item call number (mod-inventory-storage/item-storage/items/itemLevelCallNumber) | The call number of the item | |
| Item barcode (mod-inventory-storage/item-storage/items/barcode) | The barcode of the item | |
| Table name: mod-users/groups | ||
| User patron group ID (mod-users/groups/id) | Patron group id of the borrower | Provides a join between mod-users/groups and mod-user/users |
| User patron group name (mod-users/groups/name) | Patron group name of the borrower | Type of patron (user), e.g., grad student, faculty, staff, etc. |
| Table name: mod-inventory-storage/locations | ||
| 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 |
| Location name (mod-inventory-storage/locations/name) | Name of location | This provides the name of the locations referred to in the items table. |
| Table name: mod-inventory-storage/holdings-storage/holdings | ||
| 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. |
| Item Title (mod-inventory-storage/holdings-storage/holdings/shelvingTitle) | The title of the item |
- How will we be able to run this report for items that have already been returned? Will FOLIO retain borrower group information? Voyager purges personally identifiable information, but retains borrower group, which is actually all that we need.
- Some expansions of this report may be: Was the item charged after the request was filled? Recalled loan (by loanID) must be closed (loan status=closed), which shows that the item was returned. Then was the item (by itemID) charged after that? How long was it on the hold shelf before it was claimed? How do we frame these queries?
An example report may look like this:
| Borrower patron group | Date range | Item location | Count recalled |
|---|---|---|---|
| Graduate | 1/1/20 -6/31/20 | Art Library | 12 |
| Graduate | 1/1/20 -6/31/20 | Math Library | 10 |
| Graduate | 1/1/20 -6/31/20 | Main Library | 6 |
| Undergraduate | 1/1/20 -6/31/20 | Main Library | 21 |
| Undergraduate | 1/1/20 -6/31/20 | Olin Library | 14 |
| Staff | 1/1/20 -6/31/20 | Main Library | 5 |
| Faculty | 1/1/20 -6/31/20 | Engineering Library | 7 |
| Faculty | 1/1/20 -6/31/20 | Art Library | 2 |
- Title, call number, and other fields may be included in the output, depending upon need.