7.8.1 DCB 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 |
