RA-Requests Cluster Prototype
- Vandana Shah
Owned by Vandana Shah
questAPI reference documentation for all modules located at: https://dev.folio.org/reference/api/
*This report gives a count of patron requests placed by request type, material type (if needed), patron group, fulfillment preference (pick-up vs. delivery), owning location, and pick-up or delivery location
Report Description Detail
- This report is modeled on UXPROD-2029, a cluster of Resource Access reports currently consisting of a single report (REP-143) on count of patron requests placed by request type, patron group, patron status, fulfillment preference (pick-up vs. delivery), owning location, and pick-up location , that is run as needed.
Data fields
- Date range, request type, material type, patron group, fulfillment preference (pick-up vs. delivery), owning location, pick-up location.
Report Criteria
- Within a specified date range, provides a count of patron requests placed by request type, material type, patron group, fulfillment preference (pick-up vs. delivery), owning location, and pick-up location.
Filters
- Date range, owning (permanent) location.
Report example: Requests Cluster Prototype report_ Request by Type FY20.xlsx
Voyager report example: Report for number of requests filled, by library and type of request.pdf
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
Table name: mod-circulation-storage/request-storage/requests | ||
| Request ID (mod-circulation-storage/requests-storage/requests/ID) | ID of the request | Provides the unique counter for the report (total count of unique request IDS by date is the sum of all requests for that time period) |
| Item ID (mod-circulation-storage/requests-storage/requests/itemID) | ID of the item requested | Provides a join between mod-circulation-storage/requests-storage/requests and mod-inventory-storage/item-storage/items |
| Delivery address type ID (mod-circulation-storage/requests-storage/requests/deliveryAddressTypeID) | ID of the type of delivery address (provides a service delivery check; items can only be delivered to addresses with specific IDs, such as those with faculty office IDs) | Provides a join between mod-circulation-storage/requests-storage/requests and mod-users/addressTypes |
| Pickup service point ID (mod-circulation-storage/requests-storage/requests/pickupServicePointID) | ID of the pickup service point | Provides a join between mod-circulation-storage/requests-storage/requests and mod-inventory-storage/service-point/service-points |
| Requester ID (mod-circulation-storage/requests-storage/requests/requesterID) | ID of the patron making the request | Provides a join between mod-circulation-storage/requests-storage/requests and mod-users/users |
| Request type (mod-circulation-storage/requests-storage/requests/requestType) | The type of request (hold, recall, etc.) | needed for report stats |
| Request date (mod-circulation-storage/requests-storage/requests/requestDate) | Date the patron sent in the request | needed for report filter |
| Status of the request (mod-circulation-storage/requests-storage/requests/status) | Status of the request: there are currently 8 request status values in the LPD, such as Open - Awaiting pickup, Open - Awaiting delivery", Closed - Filled, etc. | needed for report filter |
| Fulfillment preference (mod-circulation-storage/requests-storage/requests/fulfilmentPreference) | How the request should be fulfilled (e.g, hold on shelf, delivery, etc.) | Needed for report stats |
| Table name: mod-inventory-storage/service-point/service-points | ||
| Pickup service point ID (mod-inventory-storage/service-point/service-points/ID) | ID of the pickup service point | Provides a join between mod-inventory-storage/service-point/service-points and mod-circulation-storage/requests-storage/requests |
| Pickup service point location name (mod-inventory-storage/service-point/service-points/name) | name of pick up location | Needed for report stats |
| Table name: mod-inventory-storage/item-storage/items | ||
| 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/requests-storage/requests |
| Item permanent location ID (mod-inventory-storage/item-storage/items/permanentLocationID) | Item's permanent location ID | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/locations |
Material Type ID (mod-inventory-storage/item-storage/items/materialTypeID) | ID of the material type | Provides a join between mod-inventory-storage/item-storage/items and mod-inventory-storage/material-types |
| Table name: mod-users/addressTypes | ||
| Delivery address type ID (mod-users/addressTypes/addresstype/ID) | This type of ID must match with the type of address ID where deliveries are allowed | Provides a join between mod-users/addressTypes and mod-circulation-storage/requests-storage/requests |
| address type name (mod-users/addressTypes/addresstype/name) | Name of the address type | Example: non-primary, work |
| address type description (mod-users/addressTypes/addresstype/desc) | Description of the address type | Example: faculty office |
| Table name: mod-inventory-storage/material-types | ||
| (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 |
| Material Type Name (mod-inventory-storage/material-types/name) | Name of the material type (e.g., book, DVD, etc.) | Needed for report stats |
| Table name: mod-users/users | ||
| User ID (mod-users/users/ID) | The ID of the user making the request | Provides a join between mod-circulation-storage/requests-storage/lrequests and mod-user/users |
| User patron group ID (mod-users/users/patronGroup) | Patron group id of the user | User (patron) group id, to identify patron group name from groups table (e.g., grad student, faculty, staff, etc.) |
| Table name: mod-users/groups | ||
| User patron group ID (mod-users/groups/ID) | Patron group id of the user | Provides a join between mod-users/groups and mod-user/users |
| User patron group name (mod-users/groups/name) | Patron group name of the user | Type of patron (user), e.g., grad student, faculty, staff, etc. |
| Table name: mod-inventory-storage/locations | ||
| Permanent location ID (mod-inventory-storage/locations/ID) | ID of the permanent location | Provides a join between mod-inventory-storage/locations and mod-inventory-storage/item-storage/items |
| Permanent location name (mod-inventory-storage/locations/name) | Name of permanent location | This provides the main location filter for this report. |
An example report may look like this (also see attached reports) above:
| Owning Library | Pickup location | Total | Hold | Recall | Faculty request | Grad student request | Undergrad request | Type: Monograph | Type: Book |
|---|---|---|---|---|---|---|---|---|---|
| Law Circ Group | Uris Circulation | 89 | 80 | 9 | 40 | 49 | 0 | 22 | 76 |
| Law Circ Group | Vet Circulation | 12 | 10 | 2 | 5 | 6 | 1 | 1 | 11 |
| Law Circ Group | Africana Circulation | 4 | 1 | 3 | 2 | 2 | 0 | 0 | 4 |
| TOTAL | 105 | 91 | 14 | 47 | 57 | 1 | 23 | 91 |