[OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

[Walz, Jennifer]

John,

  This is VERY helpful as it is thinking beyond the box I was in.    Thank you for this enlightenment!    The making the checkin date NULL.  Brilliant.

  I will give this a try and let you know.   Most of the rest I had already got pretty well, but was getting loads of PREVIOUS checkouts.   Oy.

Thanks!

Jennifer

From: Open-ils-general [mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of John Amundson
Sent: Tuesday, July 31, 2018 5:29 PM
To: Evergreen Discussion Group
Subject: Re: [OPEN-ILS-GENERAL] Reports - Item Source - Parent circulation?

Hi, Jennifer:

In case it is simply the former, I wanted to pass along a mockup of a template I created that should work for you before I head home for the day...

You can start from either the Report Source Item or Circulation, but I prefer starting from Circulation; from there you can get to the Item via the Circulating Item link. Below is a look at a possible setup in the web client. The XUL client should be very similar. The most important piece is filtering on "Check In Date/Time Is NULL" as this limits checkouts to only current ones.

The following will get you a list of items that are currently checked out and the patron who has them out.

Note that this current setup will only output items in copy status Checked Out as per your request. It can be altered to include checked out items in other statuses as well, (Lost, Long Overdue, etc) by adding the filter "Transaction Finish Date/Time Is NULL" and removing the filter "Copy Status... id equals 1".

Displayed fields:
[cid:image001.png at 01D4297E.0F0B8BA0]


Filters:
[cid:image002.png at 01D4297E.0F0B8BA0]




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamundson at cwmars.org<mailto:jamundson at cwmars.org> | 508-755-3323 x322<tel:%28508%29%20755-3323>

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 4:45 PM, John Amundson <jamundson at cwmars.org<mailto:jamundson at cwmars.org>> wrote:
Hi, Jennifer:

Are you looking to get information for the patron who CURRENTLY has the item checked out or for the patron who had the item checked out PRIOR to the current checkout?

The former is easy, the latter... may not be as friendly.

The Parent Circulation relates to renewals. If an item is renewed, the parent circ was the circulation that led to the renewal.

John




[https://lh5.googleusercontent.com/C1fNrKOLEXFs-jfAIXQIMqbKqVBCJrBceOenfgotAcJE6XtZ2ZeeTYFkyfir63-HfzjX6q5zhBQWiO5RZk2tYnWzJ1_rjAADAH4nCmiuhNJuoG8HZLq7MBW-pAU4R9ScKcCybdVO]<http://www.cwmars.org>


John Amundson | Library Applications Associate III | CW MARS

jamundson at cwmars.org<mailto:jamundson at cwmars.org> | 508-755-3323 x322<tel:%28508%29%20755-3323>

http://www.cwmars.org<http://www.cwmars.org/>


On Tue, Jul 31, 2018 at 3:16 PM, Walz, Jennifer <jlwalz at asbury.edu<mailto:jlwalz at asbury.edu>> wrote:
All –

I’m trying to get a report to run with the LAST circulating patron on items currently checked out.   Is that the Parent Circulation?    What IS the parent circulation?

If not, what is the data point in the Item Source to help me get to that information?

I want a report with this information:   current status=checked out, list of item barcode, title, call number, and circ mod.   Also need for each item, the LAST circ patron (i.e. the one who has it out now) with barcode and last name.

  Any advice is welcome.

Thanks!

Jennifer
--------------------------------------------------
Jennifer Walz, MLS - Head of ILS Reporting Mania
Kinlaw Library -  Asbury University
One Macklem Drive, Wilmore, KY 40390
859-858-3511 ext. 2269
jlwalz at asbury.edu<mailto:jlwalz at asbury.edu>



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