OpenRS wiki
Last edited 5 months ago
by Scott

2.4.1 Tracking Active OpenRS Loans in FOLIO

2.4.1.1 1. OpenRS items borrowed by your patrons

Got to the Requests App and select "Holds" and "Closed - Filled"

Active OpenRS Loans image1.png

On the top right click on "Actions and then "export search results to CSV"

Active OpenRS Loans image2.png

Sort the "Current due date" by A- to Z

Active OpenRS Loans image3.png

Make sure to choose "Expand the selection"

Active OpenRS Loans image4.png

Lines that show a library of DCB and a due date in the future are current checkouts:

Active OpenRS Loans image5.png

They will show patron information but not which library the book came from.

Items showing in transit:

Active OpenRS Loans image6.png

For the most part are returns but can also include broken links and records checked out after they expired on the hold shelf.

2.4.1.2 2. OpenRS items lent by your library

Go to the Request App and select "Pages" and "Closed - Filled"

Active OpenRS Loans image7.png

Go to the Actions menu on the top right and select "Export search results to CSV"

Active OpenRS Loans image8.png

Sort the "Pickup Service Point" column by A to Z, also expanding the selection:

Active OpenRS Loans image9.png

All Service Points beginning with DCB are OpenRS

Delete the service point rows for your library from the spreadsheet.

Sort the "Current due date" column by A to Z also expanding the selection:

Active OpenRS Loans image10.png

Those entries with current due dates should still be checked out. The "Requestor barcode" column can show the barcode for the owning library to identify the patron, and the "Pickup service point" will show which library.

Active OpenRS Loans image11.png

Contact information can be found on the Circ and ILL contact list:

https://mobiusconsortium.org/circulation-and-ill-contact-list