7.8 OpenRS Reports: Difference between revisions

Revision as of 18:19, 18 November 2025

7.8.1 OpenRS Reports[edit | edit source]

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 Status List:
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
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

@@ Line 30: / Line 30: @@
 And once selected then the operator and the list of values:
 [[File:7.8 OpenRS Reports 1763488100829.8 OpenRS Reports 1763488100815.png|center|frameless|800x800px]]
@@ Line 73: / Line 74: @@
 {| class="wikitable" style="width: 100%;"
-! style="vertical-align:middle;text-align:left;" class="" |TYPE: In Transit Too Long
+| style="vertical-align:middle;text-align:left;" class="" |'''TYPE: In Transit Too Long'''
 MINIMUM DAYS: 7
@@ Line 83: / Line 84: @@
 Status:  pickup_transit
-! style="" class="" |[[File:7.8 OpenRS Reports 1763488356218.8 OpenRS Reports 1763488356202.png|center|frameless|400x400px]]
+| style="" class="" |[[File:7.8 OpenRS Reports 1763488356218.8 OpenRS Reports 1763488356202.png|center|frameless|400x400px]]
 |-
-| style="" class="" |TYPE: Paged Too Long
+| style="" class="" |'''TYPE: Paged Too Long'''
 MINIMUM DAYS: 3
@@ Line 97: / Line 98: @@
 | style="" class="" |[[File:7.8 OpenRS Reports 1763488391506.8 OpenRS Reports 1763488391490.png|center|frameless|400x400px]]
 |-
-| style="" class="" |TYPE: Received Too Long
+| style="" class="" |'''TYPE: Received Too Long'''
 MINIMUM DAYS: 7
@@ Line 109: / Line 110: @@
 | style="" class="" |[[File:7.8 OpenRS Reports 1763488588048.8 OpenRS Reports 1763488588031.png|center|frameless|400x400px]]
 |-
-| style="" class="" |TYPE: Requested Too Long
+| style="" class="" |'''TYPE: Requested Too Long'''
 MINIMUM DAYS: 3
@@ Line 123: / Line 124: @@
 | style="" class="" |[[File:7.8 OpenRS Reports 1763488718295.8 OpenRS Reports 1763488718276.png|center|frameless|400x400px]]
 |-
-|TYPE: Returned Too Long
+|'''TYPE: Returned Too Long'''
 MINIMUM DAYS: 21
@@ Line 135: / Line 136: @@
 |[[File:7.8 OpenRS Reports 1763488777500.8 OpenRS Reports 1763488777482.png|center|frameless|400x400px]]
 |-
-|TYPE: Completed requests
+| style="vertical-align:top;text-align:left;" |'''TYPE: Completed requests'''
 Requests: Patron Requests
@@ Line 143: / Line 144: @@
 |[[File:7.8 OpenRS Reports 1763488920747.8 OpenRS Reports 1763488920727.png|center|frameless|400x400px]]
 |-
-|TYPE: Exception Reports
+| style="vertical-align:top;text-align:left;" |'''TYPE: Exception Reports'''
 Days: N/A
@@ Line 153: / Line 154: @@
-'''OpenRS Statuses:'''
 {| class="wikitable"
+!'''OpenRS Status List:'''
+|-
 |CANCELLED
 |-
@@ Line 202: / Line 193: @@
 |SUBMITTED_TO_DCB
 |}
-Typical status path of a successful request
+{| class="wikitable" style="width: 45%;"
+|+
-SUBMITTED_TO_DCB: Request submitted to DCB
+!'''Typical status path of a successful request:'''
+|-
-PATRON_VERIFIED: Patron has been verified
+|SUBMITTED_TO_DCB: Request submitted to DCB
+|-
-RESOLVED: Verification resolved
+|PATRON_VERIFIED: Patron has been verified
+|-
-REQUEST_PLACED_AT_SUPPLYING_AGENCY: Request placed at Lending library
+|PATRON_VERIFIED: Patron has been verified
+|-
-CONFIRMED: Request status confirmed
+|RESOLVED: Verification resolved
+|-
-REQUEST_PLACED_AT_BORROWING_AGENCY: Request placed at Borrowing library
+|REQUEST_PLACED_AT_SUPPLYING_AGENCY: Request placed at Lending library
+|-
-PICKUP_TRANSIT: Item is in transit to Borrowing library
+|CONFIRMED: Request status confirmed
+|-
-RECEIVED_AT_PICKUP:  Item has been received at Borrowing library
+|REQUEST_PLACED_AT_BORROWING_AGENCY: Request placed at Borrowing library
+|-
-READY_FOR_PICKUP: Item is on holdshelf at Borrowing library
+|PICKUP_TRANSIT: Item is in transit to Borrowing library
+|-
-LOANED: Item has been lent to the patron
+|RECEIVED_AT_PICKUP:  Item has been received at Borrowing library
+|-
-RETURN_TRANSIT: Item has been sent back to the Lending library
+|READY_FOR_PICKUP: Item is on holdshelf at Borrowing library
+|-
-COMPLETED: Transaction has been completed
+|LOANED: Item has been lent to the patron
+|-
-FINALISED:  Transactions is finalized when temporary records should be deleted
+|RETURN_TRANSIT: Item has been sent back to the Lending library
+|-
-Error/cancellation messages:
+|COMPLETED: Transaction has been completed
+|-
-CANCELLED
+|FINALISED:  Transactions is finalized when temporary records should be deleted
+|-
-ERROR
+!'''Error/cancellation messages:'''
+|-
-HANDED_OFF_AS_LOCAL
+|CANCELLED
+|-
-NO_ITEMS_SELECTABLE_AT_ANY_AGENCY
+|ERROR
+|-
-NOT_SUPPLIED_CURRENT_SUPPLIER
+|HANDED_OFF_AS_LOCAL
+|-
+|NO_ITEMS_SELECTABLE_AT_ANY_AGENCY
+|-
+|NOT_SUPPLIED_CURRENT_SUPPLIER
+|}