Report Description Detail
Institutions need to report holdings to HathiTrust per these specifications: https://www.hathitrust.org/print_holdings. This an item level report that includes bibliographic and holdings data. This prototype accounts for 3 very similar reports that HathiTrust needs: monographic holdings, multipart monographs, and serials. Resources need to be "book like" (e.g., pamphlets, bound newspapers or manuscripts, atlases, scores but not sheet maps) in print that have OCLC numbers and are cataloged as a single unit.
Users should be able to create a report that contains selected instance, holding, and item data, from both suppressed and unsuppressed records, including item status.
Queries: For the 3 reports needed to be created for HathiTrust, each relies on the creation of local tables. In general, when you see "filter", this is being done through a locally created table.
Start report with: resource type, format type
Filters:
instance status – i.e., cataloged materials, part of permanent collection
instance has OCLC number (instance identifier)
physical not electronic – i.e. instance format type=unmediated; holdings type=physical
print : instance resource type=text or cartographic image or notated music
not analytic records (articles, etc.) , not microform
holdings location – (may be used to eliminate microform, other media or denote depository status) *needs to include institution, campus, library, location
item state (custom, e.g., analytic; currently available, withdrawn, lost missing)
statistical code (instance, holding, item)
item material type
not sheet map (atlases only)
format type has unmediate -- volume
Secondary filters (to split into three distinct reports)
instance mode of issuance (serial vs non-serial)
item has enum/chron (single-part mono vs multi-part mono)
Data fields to display: Resource identifier (OCLC#), Instance HRID, (Holding Status-current holding, withdrawn, lost/missing), (item condition), (item-specific enumeration, chronology), ISSN, (gov docs indicator-is US Federal or is not US Federal)
| Folio Attribute (Module/Path:Object) | Folio Data Element Description | Parameters/Query |
|---|---|---|
Table name: mod-inventory-storage/instances inventory_instances | ||
inventory_instances statusId | Instance status identifier | filter; Select everything from the Instance status table, filter on status ids for, e.g., ('Cataloging Complete', 'Batch Loaded', 'Temporary Cataloged'). to join instance id to the associated status id to filter on name |
inventory_instances id | Associated holdings identifiers | to join instance id to the associated holdings id Required to display in report to HathiTrust |
inventory_instances instanceTypeId | Resource type id | filter; Select the resource type that corresponds to book like materials as defined above. to join instance id to the associated instance type id to filter on the resource type name |
inventory_instances modeOfIssuanceID | Mode of issuance identifiers | filter; Select the mode of issues that corresponds to print book materials as defined above and specifically monographs and serials to join instance id to inventory mode of issuance id to filter on the mode of issuance name |
inventory_instances instanceFormatIds | Format identifiers | filter; Select the Format category that are 'unmediated -- volume' to join instance id to instance format id to filter on category name of unmediated -- volume |
inventory_instances Identifiers/identifierTypeId | Instance identifiers, specifically, OCLC number (filter & display) and ISSN if applicable/available (will be in serial records only) | filter; Select the OCLC and ISSN numbers to join to instance id to identifier type id to filter on identifier type name |
inventory_instances Identifiers/value | Values for Instance identifiers, e.g., OCLC number, ISSN | Required to display the value in report for HathiTrust |
inventory_instances physicalDescriptions/description | Physical description, comparable to MARC 300 field | filter; Select a description that indicates multiple parts or a serial such as p. or pages vs v. or vol. or vols. or volumes |
Is or is not US Federal Document? | statistical code in instance SuDoc call number in instance gov doc note type? (doesn't exist yet) (instance, holdings, item) (in MARC, 008/17 = u and 008/28 = f means is considered document) | |
inventory_instances statisticalCodeIds | locally configurable, repeatable field; may be used, for example, to identify US Federal Documents | filter; Optional. Select statistical codes that are used by your own institution to join instance id to statistical code id to filter on code |
| Table name: mod-inventory-storage/instance-types | ||
inventory_instance_types id | Resource type identifier | to join id on instance id |
inventory_instance_types name | Resource type name comparable to MARC 336$a | filter; Select the name for book like material, text OR notated music OR cartographic image |
inventory_instance_types code | Resource type code comparable to MARC 336$b | filter; Select the code because we filter on the name OR the code, txt, ntm, cri |
| Table name: mod-inventory-storage/instance-formats | ||
inventory_instance_formats id | identifier | to join format id to instance id |
inventory_instance_formats name | instance format type, analogous to MARC 337/338 fields | filter; Select format name that match "unmediated -- volume" |
| Table name: mod-inventory-storage/statistical-codes | ||
inventory_statistical_codes id | statistical codes, exist in all record types (instance, holdings, and items) | to join statistical code id to instance id to join statistical code id to holdings id to join statistical code is to item id |
inventory_statistical_codes name | statistical codes, exist in all record types (instance, holdings, and items); will be locally assigned code types/codes | filter; Select appropriate statistical code at the appropriate record level (only instance or instance and holding, etc.), e.g., "cataloged" |
| Table name: mod-inventory-storage/holdings | ||
inventory_holdings id | holdings record ID | to join holdings id to Instance id |
inventory_holdings statisticalCodeIds | statistical codes, exist in all record types; will be locally assigned code types/codes | filter; Select appropriate statistical code in the holdings record to join statistical code id to holdings id |
| Table name: mod-inventory-storage/locations | ||
inventory_locations institutionId | Institution (highest level of location) | all location data is for filtering. Optional as appropriate to your institution |
inventory_locations campusId | Campus (2nd highest level of location) | all location data is for filtering. Optional as appropriate to your institution |
inventory_locations libraryId | Library (3rd level of location) | all location data is for filtering. Optional as appropriate to your institution |
inventory_locations id | identifier | all location data is for filtering. Optional as appropriate to your institution |
inventory_locations name | Most specific location | all location data is for filtering. Optional as appropriate to your institution |
| Table name: mod-inventory-storage/locations-units/institutions | ||
inventory_institutions id | ID of Institution (highest level of location) | all location data is for filtering |
inventory_institutions name | Name of Institution (highest level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/locations-units/campuses | ||
inventory_campuses id | ID of Campus (2nd highest level of location) | all location data is for filtering |
inventory_campuses name | Name of Campus (2nd highest level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/locations-units/libraries | ||
inventory_libraries id | ID of Library (3rd level of location) | all location data is for filtering |
inventory_libraries name | Name of Library (3rd level of location) | all location data is for filtering |
| Table name: mod-inventory-storage/item_storage/items | ||
inventory_items status/name | item status, e.g. available, withdrawn, missing, etc. | Optional for HathiTrust report. Display name of status |
inventory_items materialTypeId | identifier | join to material-types table |
inventory_items statisticalCodeIds | statistical codes, exist in all record types; will be locally assigned code types/codes | filter; Select appropriate statistical code in the item record to join statistical code id to item id |
inventory_items enumeration | item enumeration (e.g., volume numbering) | Optional for HathiTrust report. Display enumeration |
inventory_items chronology | item chronology (e.g., year) | Optional for HathiTrust report. Display chronology |
inventory_items itemsDamagedStatusID | identifier | to join item damaged status id to item id Optional for HathiTrust report. Display name of associated with damaged status id |
| Table name: mod-inventory-storage/inventory_item_damaged_statuses | ||
inventory_item_damaged_status id | identifier | to join id to item id |
inventory_item_damaged_status name | name associated with identifier | Display optionally name in report |
| Table name: mod-inventory-storage/material-types | ||
inventory_material_types id | identifier | join, to filter on item material type |
inventory_material_types name | item material type – locally assigned values in item records | |
| Table name: mod-inventory-storage/instance-statuses | ||
inventory_instance_statuses name | Instance status name – locally defined values in instance records | filter; Select everything from the Instance status table, filter on status ids for, e.g., ('Cataloging Complete', 'Batch Loaded', 'Temporary Cataloged'). |
inventory_instance_statuses id | Instance status id | to join id to inventory id |
| Table name: mod-inventory-storage/modes-of-issuance | ||
inventory_modes_of_issuance id | Modes of Issuance id | to join id to instance id |
inventory_modes_of_issuance name | Modes of Issuance name (e.g., serial) | filter; Select the mode of issues that corresponds to print book materials as defined above and specifically monographs and serials |
| Table name: mod-inventory-storage/identifier-types | ||
inventory_identifier_types id | identifier | to join id to instance id |
inventory_identifier_types name | name associated with identifier | filter; Select the OCLC and ISSN identifier type |