7.8 OpenRS Reports

7.8.1 OpenRS Reports

Reports that are similar to those run before on INN-Reach can be run on OpenRS. They are not required at this point so are provided as FYI to manage your borrowing and lending.

Log in to DCB Admin

Once open logs will be available under:

Patron Requests–what your patrons have requested

Supplier Requests–what your library has supplied

Patron requests will show all requests for the library.  For this document patron barcodes have been removed.

Filters in the top right can be used to select criteria and narrow results:

The list of columns can selected as primary criteria:

And once selected then the operator and the list of values:

Once filters are selected:

The result can be downloaded:

*There may be a limit of 200 entries in the current implementation, contact MCO if you encounter this

Combinations of filters can be used, such as to find items that have been in a status too long:

Statuses are not in a pull down list, can be be copied from the log or copied from the list at the end of the document.

Reports that can be run similar to the original reports are:

In Transit Too Long–A hold too long coming to your library

Paged Too Long–A page has been paged at your library but not acted on

Received Too Long–A hold has not been placed on the holdshelf

Requested Too Long–A hold has not been acted on by the lending library

Returned Too Long–A hold has not been checked in by the lending library

Completed requests–A hold has been completed

Exception Reports–Errors

TYPE: In Transit Too Long MINIMUM DAYS: 7 SORT BY: In Transit Date Requests: Patron Requests Request Type: Active Status:  pickup_transit
TYPE: Paged Too Long MINIMUM DAYS: 3 SORT BY: date Requests: Supplier Request Type: Active Status:  REQUEST_PLACED_AT_BORROWING_AGENCY
TYPE: Received Too Long MINIMUM DAYS: 7 SORT BY: Received Date Requests: Patron Requests Request Type: Active Status:  RECEIVED_AT_PICKUP
TYPE: Requested Too Long MINIMUM DAYS: 3 SORT BY: Requested Date Requests: Patron Requests Request Type: Active Status:  REQUEST_PLACED_AT_SUPPLYING_AGENCY *In OpenRS these are more often requesting failures than the library not supplying the item.
TYPE: Returned Too Long MINIMUM DAYS: 21 SORT BY: Returned Date Requests: Patron Requests Request Type: Active Status:  RETURN_TRANSIT
TYPE: Completed requests Requests: Patron Requests Request Type: Completed Status: FINALIZED
TYPE: Exception Reports Days: N/A Request Type: Exception/Error

​OpenRS Statuses:

CANCELLED

COMPLETED

CONFIRMED

ERROR

FINALISED

HANDED_OFF_AS_LOCAL

LOANED

NO_ITEMS_SELECTABLE_AT_ANY_AGENCY

NOT_SUPPLIED_CURRENT_SUPPLIER

PATRON_VERIFIED

PICKUP_TRANSIT

READY_FOR_PICKUP

RECEIVED_AT_PICKUP

REQUEST_PLACED_AT_BORROWING_AGENCY

REQUEST_PLACED_AT_SUPPLYING_AGENCY

RESOLVED

RETURN_TRANSIT

SUBMITTED_TO_DCB

Typical status path of a successful request

SUBMITTED_TO_DCB: Request submitted to DCB

PATRON_VERIFIED: Patron has been verified

RESOLVED: Verification resolved

REQUEST_PLACED_AT_SUPPLYING_AGENCY: Request placed at Lending library

CONFIRMED: Request status confirmed

REQUEST_PLACED_AT_BORROWING_AGENCY: Request placed at Borrowing library

PICKUP_TRANSIT: Item is in transit to Borrowing library

RECEIVED_AT_PICKUP:  Item has been received at Borrowing library

READY_FOR_PICKUP: Item is on holdshelf at Borrowing library

LOANED: Item has been lent to the patron

RETURN_TRANSIT: Item has been sent back to the Lending library

COMPLETED: Transaction has been completed

FINALISED:  Transactions is finalized when temporary records should be deleted

Error/cancellation messages:

CANCELLED

ERROR

HANDED_OFF_AS_LOCAL

NO_ITEMS_SELECTABLE_AT_ANY_AGENCY

NOT_SUPPLIED_CURRENT_SUPPLIER