mig-xml/excel_mapping_reports.xml

   1 <reports_file>
   2 <!-- sample reports entry
   3     <report>
   4         <name>name of report</name>
   5         <iteration value='0' /> which version, the first version to run is 0, first backup is 1, then so on
   6         <tag>money</tag>  arbitrary tags, each should go in separate tag
   7         <report_title>Migrated Billings</report_title>  title used in the asciidoc output
   8         <heading column='1'>Number of Billings.Migrated.Total</heading> period delimited
   9         <query>SELECT COUNT(id),x_migrate,SUM(amount) FROM money_billing_legacy GROUP BY 2;</query>  query itself, will be replaced
  10         <note>Arbitrary note that can be included in the entries.</note>
  11     </report>
  12 -->
  13
  14    <!-- evergreen -->
  15
  16     <report>
  17         <name>evg_asset_copy_statuses</name>
  18         <report_title>Statuses</report_title>
  19         <tag>evergreen</tag>
  20         <iteration>0</iteration>
  21         <heading>Copy Count.Migrating Status.New Evergreen Status.Notes</heading>
  22         <query>SELECT COUNT(ac.l_id), cs.l_name FROM asset_copy_legacy ac JOIN config_copy_status_legacy cs ON cs.l_id = ac.l_status GROUP BY 2 ORDER BY 2</query>
  23         <note>You only need to fill this sheet out if you use custom statuses that need to be migrated.</note>
  24     </report>
  25
  26     <report>
  27         <name>evg_asset_circ_mods</name>
  28         <report_title>Circulation Modifiers</report_title>
  29         <tag>evergreen</tag>
  30         <iteration>0</iteration>
  31         <heading>Copy Count.Migrating Circ Mod.New Circ Mod.Notes</heading>
  32         <query>SELECT COUNT(ac.l_id), ac.l_circ_modifier FROM asset_copy_legacy ac GROUP BY 2 ORDER BY 2</query>
  33     </report>
  34
  35     <report>
  36         <name>evg_asset_copy_locs</name>
  37         <report_title>Copy Locations</report_title>
  38         <tag>evergreen</tag>
  39         <iteration>0</iteration>
  40         <heading>Count.Library.Migrating Copy Location.New Copy Location.Notes</heading>
  41         <query>SELECT COUNT(ac.l_id), aou.l_name, acl.l_name FROM asset_copy_location_legacy acl JOIN actor_org_unit_legacy aou ON aou.l_id = acl.l_owning_lib JOIN asset_copy_legacy ac ON ac.l_location = acl.l_id GROUP BY 2, 3 ORDER BY 2, 3</query>
  42         <note>Any locations not mapped can be moved over as their existing locations.</note>
  43     </report>
  44
  45    <report>
  46         <name>evg_permission_grps</name>
  47         <report_title>Permission Groups</report_title>
  48         <tag>evergreen</tag>
  49         <iteration>0</iteration>
  50         <heading>Count.Migrating Permission Group.New Permission Group.Notes</heading>
  51         <query>SELECT COUNT(au.l_id), pgt.l_name FROM actor_usr_legacy au JOIN permission_grp_tree_legacy pgt ON pgt.l_id = au.l_profile GROUP BY 2 ORDER BY 2</query>
  52     </report>
  53
  54     <!-- tlc -->
  55     <report>
  56         <name>tlc_load_branches_list</name>
  57         <tag>tlc</tag>
  58         <iteration>0</iteration>
  59         <report_title>Branches Present in Extract</report_title>
  60         <heading>Name.Evergreen Org Unit.Notes</heading>
  61         <query>SELECT l_name FROM ctbranches_tsv_clean ORDER BY 1</query>
  62     </report>
  63
  64     <report>
  65         <name>tlc_load_asset_notes</name>
  66         <report_title>Item Notes</report_title>
  67         <tag>tlc</tag>
  68         <iteration>0</iteration>
  69         <heading>Count.Note Type.Notes</heading>
  70         <query>SELECT COUNT(l_itemcomment), 'Item Comments' FROM ititeminformation_tsv_clean WHERE l_itemcomment IS NOT NULL GROUP BY 2
  71                UNION ALL SELECT COUNT(l_physicalcondition), 'Condition Notes' FROM ctlocitem_tsv_clean WHERE l_physicalcondition IS NOT NULL GROUP BY 2
  72                UNION ALL SELECT COUNT(l_checkinoutnote), 'Circ Notes' FROM ctlocitem_tsv_clean WHERE l_checkinoutnote IS NOT NULL GROUP BY 2
  73          </query>
  74     </report>
  75
  76     <report>
  77         <name>tlc_load_asset_holdings_codes</name>
  78         <report_title>Holdings Codes</report_title>
  79         <tag>tlc</tag>
  80         <iteration>0</iteration>
  81         <heading>Count.Holdings Codes.Evergreen Circulation Modifier.Evergreen Shelving Locatione</heading>
  82         <query>SELECT COUNT(l_barcode), l_activeholdingscode FROM ctlocitem_tsv_clean GROUP BY 2 ORDER BY 2</query>
  83     </report>
  84 <!--
  85     <report>
  86         <name>tlc_load_asset_callnumbertype</name>
  87         <report_title>Call Number Types</report_title>
  88         <tag>tlc</tag>
  89         <iteration>0</iteration>
  90         <heading>Copy Count.Call Number Type.Evergreen Call Number Type.Notes</heading>
  91         <query>SELECT COUNT(l_barcode), l_callnumbertype FROM ctlocitem_tsv_clean GROUP BY 2 ORDER BY 2</query>
  92         <note>Mappable to generic, LoC and Dewey types in Evergreen.</note>
  93     </report>
  94 -->
  95 <!--
  96     <report>
  97         <name>tlc_load_asset_callnumberparts</name>
  98         <report_title>Call Number Parts</report_title>
  99         <tag>tlc</tag>
 100         <iteration>0</iteration>
 101         <heading>Copy Count.Call Number Part.Evergreen Sequence.Evergreen Call Number Part.Delimiter</heading>
 102         <query>SELECT COUNT(l_barcode) FROM ctlocitem_tsv_clean, 'Prefixes' WHERE l_callnumberprefix IS NOT NULL GROUP BY 1 UNION ALL SELECT 'Class Label', COUNT(l_barcode) FROM ctlocitem_tsv_clean WHERE l_callnumberclass IS NOT NULL GROUP BY 1 UNION ALL SELECT 'Cutter', COUNT(l_barcode) FROM ctlocitem_tsv_clean WHERE l_callnumbercutter IS NOT NULL GROUP BY 1 UNION ALL SELECT 'Year', COUNT(l_barcode) FROM ctlocitem_tsv_clean WHERE l_year IS NOT NULL GROUP BY 1 UNION ALL SELECT 'Volume', COUNT(l_barcode) FROM ctlocitem_tsv_clean WHERE l_volume IS NOT NULL GROUP BY 1</query>
 103     </report>
 104 -->
 105     <report>
 106         <name>tlc_load_money_migrating_bills</name>
 107         <report_title>Migrating Bills By Bill Type</report_title>
 108         <tag>tlc</tag>
 109         <iteration>0</iteration>
 110         <heading>Count.Billing Type.Evergreen Bill Type</heading>
 111         <query>SELECT COUNT(a.l_chargenumber), b.l_description FROM itpayment_tsv_clean a JOIN itpaymenttype_tsv_clean b ON b.l_paymenttype = a.l_paymenttype WHERE a.l_dueamount::INTEGER - (a.l_waiveamount::INTEGER + a.l_tenderamount::INTEGER) > 0 GROUP BY 2 ORDER BY 2 </query>
 112     </report>
 113
 114     <report>
 115         <name>tlc_load_usrs_bygroup</name>
 116         <report_title>Patrons by Agency Type</report_title>
 117         <tag>tlc</tag>
 118         <iteration>0</iteration>
 119         <heading>Count.Permission Group.Evergreen Permission Group</heading>
 120         <query>SELECT COUNT(l_agencynumber), l_agencytype FROM itagency_tsv_clean GROUP BY 2 ORDER BY 2</query>
 121     </report>
 122
 123     <report>
 124         <name>tlc_load_usrs_byexpiration</name>
 125         <report_title>Patrons by Expiration Date</report_title>
 126         <tag>tlc</tag>
 127         <iteration>0</iteration>
 128         <heading>Count.Year of Expiration.Do Not Migrate?</heading>
 129         <query>SELECT COUNT(l_agencynumber), LEFT(l_expirationdate,4) FROM itagency_tsv_clean GROUP BY 2 ORDER BY 2</query>
 130     </report>
 131 <!--
 132     <report>
 133         <name>tlc_load_usrs_bynever</name>
 134         <report_title>Patrons With Claims</report_title>
 135         <tag>tlc</tag>
 136         <iteration>0</iteration>
 137         <heading>Count.Claim Type.Do Not Migrate</heading>
 138         <query>SELECT COUNT(l_agencynumber) FROM itagency_tsv_clean, 'Never Checked Out' WHERE l_itemsclaimednevercheckedout != '0' GROUP BY 1 UNION ALL SELECT COUNT(l_agencynumber), 'Claims Returned' FROM itagency_tsv_clean WHERE l_itemsclaimedreturned != '0' GROUP BY 1</query>
 139     </report>
 140 -->
 141     <report>
 142         <name>tlc_load_usrs_byactive</name>
 143         <report_title>Patrons by Last Active Date</report_title>
 144         <tag>tlc</tag>
 145         <iteration>0</iteration>
 146         <heading>Count.Year Last Active.Migrate as Active Flag?</heading>
 147         <query>SELECT COUNT(l_agencynumber), LEFT(l_lastactivedate,4) FROM itagency_tsv_clean GROUP BY 2 ORDER BY 2</query>
 148         <note>We can set the active flag based on this if desired.</note>
 149     </report>
 150
 151     <report>
 152         <name>tlc_load_usrs_blocks</name>
 153         <report_title>Patrons by Block Status</report_title>
 154         <tag>tlc</tag>
 155         <iteration>0</iteration>
 156         <heading>Count.Block Status.Migration Note</heading>
 157         <query>SELECT COUNT(l_agencynumber), l_blockstatus FROM itagency_tsv_clean GROUP BY 2 ORDER BY 2</query>
 158     </report>
 159
 160     <report>
 161         <name>tlc_load_usrs_gender</name>
 162         <report_title>Patrons by Gender</report_title>
 163         <tag>tlc</tag>
 164         <iteration>0</iteration>
 165         <heading>Count.Gender.Migrate as Stat Cat</heading>
 166         <query>SELECT COUNT(l_agencynumber), l_gender FROM itagency_tsv_clean GROUP BY 2 ORDER BY 2</query>
 167         <note>Evergreen can load these as statistical categories</note>
 168     </report>
 169
 170     <report>
 171         <name>tlc_load_active_usr_passwords</name>
 172         <report_title>Count of Patrons w Passwords</report_title>
 173         <tag>tlc</tag>
 174         <iteration>0</iteration>
 175         <heading>Count of NULL PINs.Default Password</heading>
 176         <query>SELECT COUNT(l_agencynumber) FROM itagency_tsv_clean WHERE l_pin IS NULL</query>
 177         <note>If any PINS are blank we will have to choose a method to supply them as Evergreen requires passwords.</note>
 178     </report>
 179
 180    <report>
 181         <name>tlc_load_usr_notes</name>
 182         <report_title>Count of Patron Notes</report_title>
 183         <tag>tlc</tag>
 184         <iteration>0</iteration>
 185         <heading>Count.Note Type.Action</heading>
 186         <query>SELECT COUNT(l_agencynumber), 'Patron Note' FROM itagency_tsv_clean WHERE l_agencycomment IS  NOT NULL UNION ALL SELECT COUNT(l_agencynumber), 'Address Comments' FROM itaddress_tsv_clean WHERE l_addresscomment IS NOT NULL</query>
 187     </report>
 188
 189     <report>
 190         <name>tlc_load_usr_balance</name>
 191         <report_title>Count and Sum of Balances</report_title>
 192         <tag>tlc</tag>
 193         <iteration>0</iteration>
 194         <heading>Count.SUM in Pennies.Migrate?</heading>
 195         <query>SELECT COUNT(l_agencynumber), SUM(l_accountbalance::INTEGER) FROM itagency_tsv_clean WHERE l_accountbalance != '0'</query>
 196         <note>If this is being migrated there are a few options of how to do it and each will have different workflows.</note>
 197     </report>
 198
 199     <report>
 200         <name>tlc_load_usr_addresses_phones</name>
 201         <report_title>Patron Phones</report_title>
 202         <tag>tlc</tag>
 203         <iteration>0</iteration>
 204         <heading>Count.Phone Type.Phone Type</heading>
 205         <query>SELECT COUNT(l_phone1), 'Phone 1' FROM itaddress_tsv_clean WHERE l_phone1 IS NOT NULL GROUP BY 2 UNION ALL SELECT COUNT(l_phone1), 'Phone 2' FROM itaddress_tsv_clean WHERE l_phone2 IS NOT NULL GROUP BY 2</query>
 206         <note>These need to be mounted to Evergreen phone fields.</note>
 207     </report>
 208
 209     <report>
 210          <name>tlc_load_usr_stat_cats</name>
 211         <report_title>Patron Stat Cats and Counts</report_title>
 212         <tag>tlc</tag>
 213         <iteration>0</iteration>
 214         <heading>Patron Count.Stat Cat.Migrate?</heading>
 215         <query>SELECT COUNT(b.l_agencynumber), a.l_description FROM itagencyfields_tsv_clean a JOIN itagencydata_tsv_clean b ON b.l_agencyfieldnumber = a.l_agencyfieldnumber GROUP BY 2 ORDER BY 1</query>
 216     </report>
 217
 218 <!-- destiny -->
 219
 220     <report>
 221         <name>destiny_load_usr_by_gradelevel</name>
 222         <report_title>Patrons by Destiny Grade Level</report_title>
 223         <tag>destiny</tag>
 224         <iteration>0</iteration>
 225         <heading>Count.Graduation Year</heading>
 226         <query>SELECT COUNT(*), grade_level FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 227         <note>Transfer to note or stat cat?</note>
 228     </report>
 229
 230         <report>
 231         <name>destiny_load_usr_by_gender</name>
 232         <report_title>Patrons by Destiny Gender</report_title>
 233         <tag>destiny</tag>
 234         <iteration>0</iteration>
 235         <heading>Count.Gender</heading>
 236         <query>SELECT COUNT(*), gender FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 237         <note>Transfer to stat cat?</note>
 238     </report>
 239
 240         <report>
 241         <name>destiny_load_usr_by_patrontype</name>
 242         <report_title>Patrons by Destiny Patron Type</report_title>
 243         <tag>destiny</tag>
 244         <iteration>0</iteration>
 245         <heading>Count.Patron Type.Permission Group</heading>
 246         <query>SELECT COUNT(*), patron_type FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 247     </report>
 248
 249     <report>
 250         <name>destiny_load_usr_by_status</name>
 251         <report_title>Patrons by Destiny Status</report_title>
 252         <tag>destiny</tag>
 253         <iteration>0</iteration>
 254         <heading>Count.Status</heading>
 255         <query>SELECT COUNT(*), status FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 256     </report>
 257
 258     <report>
 259         <name>destiny_load_usr_by_municipality</name>
 260         <report_title>Patrons by Municipality</report_title>
 261         <tag>destiny</tag>
 262         <iteration>0</iteration>
 263         <heading>Count.Municipality</heading>
 264         <query>SELECT COUNT(*), municipality FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 265         <note>State cat?</note>
 266     </report>
 267
 268     <report>
 269         <name>destiny_load_usr_notes</name>
 270         <report_title>Types of and Counts of Notes</report_title>
 271         <tag>destiny</tag>
 272         <iteration>0</iteration>
 273         <heading>Type of Note.Count</heading>
 274         <query>SELECT 'General Note', COUNT(*) FROM patrons_csv WHERE note_general IS NOT NULL and note_general != '' UNION ALL SELECT 'Important Note', COUNT(*) FROM patrons_csv WHERE note_important IS NOT NULL and note_important != '' </query>
 275         <note>Messsage / alert / note?</note>
 276     </report>
 277
 278     <report>
 279         <name>destiny_load_usr_userdefined5</name>
 280         <report_title>User Defined Field 5</report_title>
 281         <tag>destiny</tag>
 282         <iteration>0</iteration>
 283         <heading>Count.Values</heading>
 284         <query>SELECT COUNT(*), user_defined_5 FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 285         <note>Retain somewhere?</note>
 286     </report>
 287
 288     <report>
 289         <name>destiny_load_usrs_pswdconfigured</name>
 290         <report_title>Patrons by Password Configured</report_title>
 291         <tag>destiny</tag>
 292         <iteration>0</iteration>
 293         <heading>Count.Password Configured</heading>
 294         <query>SELECT COUNT(*), password_configured FROM patrons_csv GROUP BY 2 ORDER BY 2</query>
 295         <note>Need how they want passwords set since we don't have them to migrate and do they want these that are configured with some special note?</note>
 296     </report>
 297
 298     <report>
 299         <name>destiny_load_usrs_phonefields</name>
 300         <report_title>Phone Fields</report_title>
 301         <tag>destiny</tag>
 302         <iteration>0</iteration>
 303         <heading>Phone Field.Count.Evergreen Phone Field</heading>
 304         <query>SELECT 'Primary Phone 1', COUNT(*) FROM patrons_csv WHERE primary_phone_1 IS NOT NULL AND primary_phone_1 != '' UNION ALL SELECT 'Primary Phone 2', COUNT(*) FROM patrons_csv WHERE primary_phone_2 IS NOT NULL AND primary_phone_2 != '' UNION ALL SELECT 'Secondary Phone 1', COUNT(*) FROM patrons_csv WHERE secondary_phone_1 IS NOT NULL AND secondary_phone_1 != '' UNION ALL SELECT 'Secondary Phone 2', COUNT(*) FROM patrons_csv WHERE secondary_phone_2 IS NOT NULL AND secondary_phone_2 != '' </query>
 305     </report>
 306
 307     <report>
 308         <name>destiny_load_asset_categories</name>
 309         <report_title>Count of Categories</report_title>
 310         <tag>destiny</tag>
 311         <iteration>0</iteration>
 312         <heading>Count.Category.Circ Mod?</heading>
 313         <query>SELECT COUNT(*), category FROM copies_csv GROUP BY 2 ORDER BY 2</query>
 314     </report>
 315
 316     <report>
 317         <name>destiny_load_asset_notes</name>
 318         <report_title>Copies by Note Types</report_title>
 319         <tag>destiny</tag>
 320         <iteration>0</iteration>
 321         <heading>Note Type.Count</heading>
 322         <query>SELECT 'General Note', COUNT(*) FROM copies_csv WHERE note_general IS NOT NULL and note_general != '' UNION ALL SELECT 'Important Note', COUNT(*) FROM copies_csv WHERE note_important IS NOT NULL and note_important != ''</query>
 323         <note>Retain?</note>
 324     </report>
 325
 326         <report>
 327         <name>destiny_load_asset_sublocation</name>
 328         <report_title>Copies by Sub Location</report_title>
 329         <tag>destiny</tag>
 330         <iteration>0</iteration>
 331         <heading>Count.Sub Location.Shelving Location?</heading>
 332         <query>SELECT COUNT(*), sublocation FROM copies_csv GROUP BY 2 ORDER BY 2</query>
 333     </report>
 334
 335     <report>
 336         <name>destiny_load_asset_vendor</name>
 337         <report_title>Copies by Vendor</report_title>
 338         <tag>destiny</tag>
 339         <iteration>0</iteration>
 340         <heading>Count.Vendor</heading>
 341         <query>SELECT COUNT(*), vendor FROM copies_csv GROUP BY 2 ORDER BY 2</query>
 342         <note>Retain?</note>
 343     </report>
 344
 345     <report>
 346         <name>destiny_load_asset_descriptions</name>
 347         <report_title>Copies with Description Fields</report_title>
 348         <tag>destiny</tag>
 349         <iteration>0</iteration>
 350         <heading>Description Field.Count</heading>
 351         <query>SELECT 'Description Field 1', COUNT(*) FROM copies_csv WHERE description_1 IS NOT NULL and description_1 != '' UNION ALL SELECT 'Description Field 2', COUNT(*) FROM copies_csv WHERE description_2 IS NOT NULL and description_2 != '' UNION ALL SELECT 'Description Field 3', COUNT(*) FROM copies_csv WHERE description_3 IS NOT NULL and description_3 != ''</query>
 352         <note>Need report?  Retain?</note>
 353     </report>
 354
 355     <report>
 356         <name>destiny_load_fines_byreason</name>
 357         <tag>destiny</tag>
 358         <iteration>0</iteration>
 359         <report_title>Fines by Reason</report_title>
 360         <heading>Count.Reason</heading>
 361         <query>SELECT COUNT(*), reason FROM fines_csv GROUP BY 2 ORDER BY 2</query>
 362     </report>
 363
 364 <!-- apollo -->
 365
 366
 367     <report>
 368         <name>circ_bystatus</name>
 369         <report_title>Circulations by Status</report_title>
 370         <tag>apollo</tag>
 371         <iteration>0</iteration>
 372         <heading>Count.Status.Type</heading>
 373         <query>SELECT COUNT(id), l_status, l_type FROM action_circulation_legacy GROUP BY 2, 3</query>
 374         <note>Circulations will only not be migrated if they can't be attached to a migrated patron and holding.</note>
 375     </report>
 376
 377     <report>
 378         <name>hold_bystatus</name>
 379         <report_title>Holds by Status</report_title>
 380         <tag>apollo</tag>
 381         <iteration>0</iteration>
 382         <heading>Count.Status</heading>
 383         <query> SELECT COUNT(id), l_status FROM action_hold_request_legacy GROUP BY 2</query>
 384         <note>Only unfilled holds are being migrated.</note>
 385     </report>
 386
 387     <report>
 388         <name>asset_pending_bibs</name>
 389         <report_title>Pending Records</report_title>
 390         <tag>apollo</tag>
 391         <iteration>0</iteration>
 392         <heading>Count.Year of Last Edit.Count of Copies Attached</heading>
 393         <query>SELECT COUNT(bre.id), CASE WHEN LENGTH(bre.l_edited) > 1 THEN EXTRACT(YEAR FROM bre.l_edited::TIMESTAMP) ELSE '1900' END, COUNT(ac.id) FROM biblio_record_entry_legacy bre LEFT JOIN asset_copy_legacy ac ON ac.l_biblio = bre.l_id WHERE bre.l_status = 'pending' GROUP BY 2 ORDER BY 2
 394 </query>
 395     </report>
 396
 397     <report>
 398         <name>asset_copies_by_status</name>
 399         <report_title>Copies by Status</report_title>
 400         <tag>apollo</tag>
 401         <iteration>0</iteration>
 402         <heading>Count.Status</heading>
 403         <query>SELECT COUNT(id), l_status FROM asset_copy_legacy GROUP BY 2 ORDER BY 2</query>
 404         <note>Deleted copies with a delete date were not exported additionally those with the deleted status won't get loaded.</note>
 405     </report>
 406
 407     <report>
 408         <name>asset_pending_copies</name>
 409         <report_title>Pending Copies by Last Edit</report_title>
 410         <tag>apollo</tag>
 411         <iteration>0</iteration>
 412         <heading>Count.Last Edited</heading>
 413         <query>SELECT COUNT(id), CASE WHEN LENGTH(l_edited) > 1 THEN EXTRACT(YEAR FROM l_edited::TIMESTAMP) ELSE '1900' END FROM asset_copy_legacy WHERE l_status = 'pending' GROUP BY 2 ORDER BY 2</query>
 414     </report>
 415
 416     <report>
 417         <name>assets_by_memberships</name>
 418         <report_title>Copies by Memberships</report_title>
 419         <tag>apollo</tag>
 420         <iteration>0</iteration>
 421         <heading>Count.Membership Number.Membership Name</heading>
 422         <query>SELECT COUNT(ac.id), acl.l_membership_number, acl.l_membership_name FROM asset_copy_legacy ac JOIN asset_copy_location_legacy acl ON acl.l_membership_name = ac.l_memberships GROUP BY 2,3 ORDER BY 2
 423 </query>
 424     </report>
 425
 426    <report>
 427         <name>money_bills</name>
 428         <report_title>Bills</report_title>
 429         <tag>apollo</tag>
 430         <iteration>0</iteration>
 431         <heading>Count.Status</heading>
 432         <query>SELECT COUNT(id), l_status FROM money_billing_legacy GROUP BY 2 ORDER BY 2</query>
 433         <note>Unless there is a good reason to do so forgiven and paid bills will not be migrated.</note>
 434     </report>
 435
 436    <report>
 437         <name>actor_groups</name>
 438         <report_title>Patron Membership Groups</report_title>
 439         <tag>apollo</tag>
 440         <iteration>0</iteration>
 441         <heading>Membership List Name.Membership List ID.Membership Number.Membership Name.Membership Length in Monthst</heading>
 442         <query>SELECT l_membership_list_name, l_membership_list_id, l_membership_number, l_membership_name, l_membership_length_months FROM actor_usr_legacy_groups_tsv ORDER BY 1, 3</query>
 443         <note>Age looks like a good target for a stat cat and / or juvenile setting while the patron type can map to profiles.</note>
 444     </report>
 445
 446     <report>
 447         <name>actor_by_groups</name>
 448         <report_title>Patrons by Membership Groups</report_title>
 449         <tag>apollo</tag>
 450         <iteration>0</iteration>
 451         <heading>Count.Membership List Name.Membership Number</heading>
 452         <query>SELECT COUNT(*), l_membership_list_name, l_membership_number FROM (SELECT id, UNNEST(STRING_TO_ARRAY(l_memberships,'|')) AS m FROM actor_usr_legacy ) x JOIN actor_usr_legacy_groups_tsv t ON t.l_membership_name = x.m GROUP BY 2, 3 ORDER BY 2, 3</query>
 453     </report>
 454
 455     <report>
 456         <name>actor_addresses_nulls</name>
 457         <report_title>Patron Addresses</report_title>
 458         <tag>apollo</tag>
 459         <iteration>0</iteration>
 460         <heading>Address Field.Nulls</heading>
 461         <query>SELECT 'Street Address', COUNT(id) FROM actor_usr_address_legacy WHERE l_lines IS NULL UNION ALL SELECT 'City', COUNT(id) FROM actor_usr_address_legacy UNION ALL SELECT 'State', COUNT(id) FROM actor_usr_address_legacy WHERE l_country_division IS NULL UNION ALL SELECT 'Postal Code', COUNT(id) FROM actor_usr_address_legacy WHERE l_postal_code IS NULL </query>
 462         <note>If any of these fields are null then we need defaults to fill in, note the extract had no city data.</note>
 463     </report>
 464
 465     <report>
 466         <name>actor_phones</name>
 467         <report_title>Patron Phones</report_title>
 468         <tag>apollo</tag>
 469         <iteration>0</iteration>
 470         <heading>Count.Type</heading>
 471         <query>SELECT COUNT(*), l_type FROM actor_usr_phones_tsv GROUP BY 2 ORDER BY 2</query>
 472         <note>These need to be mapped to Evergreen phone types.</note>
 473     </report>
 474
 475     <report>
 476         <name>hz_borrowersbybtypes</name>
 477         <report_title>Borrowers by Borrower Types</report_title>
 478         <tag>horizon</tag>
 479         <iteration>0</iteration>
 480         <heading>Count.Borrower Type</heading>
 481         <query>SELECT COUNT(id), l_borrower_btype FROM actor_usr_legacy GROUP BY 2 ORDER BY 2;</query>
 482     </report>
 483
 484     <report>
 485         <name>hz_borrowerpinsamples</name>
 486         <report_title>Borrower PINs Samples</report_title>
 487         <tag>horizon</tag>
 488         <iteration>0</iteration>
 489         <heading>Sample PINs</heading>
 490         <query>SELECT l_borrower_pin FROM actor_usr_legacy WHERE LENGTH(l_borrower_pin) > 1 LIMIT 20;</query>
 491         <note>Only 16 PINS defined.</note>
 492     </report>
 493
 494     <report>
 495         <name>hz_borrowernotesample</name>
 496         <report_title>Borrower Note Field Samples</report_title>
 497         <tag>horizon</tag>
 498         <iteration>0</iteration>
 499         <heading>Count</heading>
 500         <query>SELECT l_borrower_borrower_note FROM actor_usr_legacy WHERE LENGTH(l_borrower_borrower_note) > 1 LIMIT 20;</query>
 501         <note>19,473</note>
 502     </report>
 503
 504     <report>
 505         <name>hz_borrowernotesample2</name>
 506         <report_title>Borrower Note Field 2 Samples</report_title>
 507         <tag>horizon</tag>
 508         <iteration>0</iteration>
 509         <heading>Count</heading>
 510         <query>SELECT l_borrower_note2 FROM actor_usr_legacy WHERE LENGTH(l_borrower_note2) > 1 LIMIT 20;</query>
 511         <note>78</note>
 512     </report>
 513
 514     <report>
 515         <name>hz_borrowernotesample3</name>
 516         <report_title>Borrower Note Field 3 Samples</report_title>
 517         <tag>horizon</tag>
 518         <iteration>0</iteration>
 519         <heading>Count</heading>
 520         <query>SELECT l_borrower_note3 FROM actor_usr_legacy WHERE LENGTH(l_borrower_note3) > 1 LIMIT 20;</query>
 521         <note>Only 6.</note>
 522     </report>
 523
 524     <report>
 525         <name>hz_phones</name>
 526         <report_title>Borrower Phones</report_title>
 527         <tag>horizon</tag>
 528         <iteration>0</iteration>
 529         <heading>Count.Borrower Phone Type</heading>
 530         <query>
 531         SELECT COUNT(*), b
 532         FROM (SELECT l_borrower_phone_1_phone_type AS b FROM actor_usr_legacy
 533         UNION ALL SELECT l_borrower_phone_2_phone_type AS b FROM actor_usr_legacy
 534         UNION ALL SELECT l_borrower_phone_3_phone_type AS b FROM actor_usr_legacy
 535         UNION ALL SELECT l_borrower_phone_4_phone_type AS b FROM actor_usr_legacy) x
 536         GROUP BY 2 ORDER BY 2
 537         </query>
 538         <note>Ordinal phones will have to be combined.</note>
 539     </report>
 540
 541     <report>
 542         <name>hz_bstats</name>
 543         <report_title>Borrower B-Stats</report_title>
 544         <tag>horizon</tag>
 545         <iteration>0</iteration>
 546         <heading>Count.BStat</heading>
 547         <query>SELECT COUNT(*), b
 548         FROM (SELECT l_borrower_bstat_1_bstat AS b FROM actor_usr_legacy
 549         UNION ALL
 550         SELECT l_borrower_bstat_2_bstat AS b FROM actor_usr_legacy
 551         UNION ALL
 552         SELECT l_borrower_bstat_3_bstat AS b FROM actor_usr_legacy) x
 553         GROUP BY 2 ORDER BY 1;
 554         </query>
 555     </report>
 556
 557     <report>
 558         <name>hz_copybycollection</name>
 559         <report_title>Copies by Collection</report_title>
 560         <tag>horizon</tag>
 561         <iteration>0</iteration>
 562         <heading>Count.Collection</heading>
 563         <query>SELECT COUNT(id), l_collection FROM asset_copy_legacy GROUP BY 2 ORDER BY 2;</query>
 564     </report>
 565
 566     <report>
 567         <name>hz_copyfieldexamples</name>
 568         <report_title>Sample Copy Field Values</report_title>
 569         <tag>horizon</tag>
 570         <iteration>0</iteration>
 571         <heading>Field</heading>
 572         <query>SELECT l_copy FROM asset_copy_legacy WHERE LENGTH(l_copy) > 1 LIMIT 30;</query>
 573     </report>
 574
 575     <report>
 576         <name>hz_itemsbyitype</name>
 577         <report_title>Items by IType</report_title>
 578         <tag>horizon</tag>
 579         <iteration>0</iteration>
 580         <heading>Count.Item Type (itype)</heading>
 581         <query>SELECT COUNT(id), l_itype FROM asset_copy_legacy GROUP BY 2 ORDER BY 2;</query>
 582     </report>
 583
 584     <report>
 585         <name>hz_volfieldexamples</name>
 586         <report_title>Sample Volume Field Values</report_title>
 587         <tag>horizon</tag>
 588         <iteration>0</iteration>
 589         <heading>Field</heading>
 590         <query>SELECT l_volume FROM asset_copy_legacy WHERE LENGTH(l_volume) > 1 LIMIT 30;</query>
 591         <note></note>
 592     </report>
 593
 594      <report>
 595         <name>hz_iteminhouseuses</name>
 596         <report_title>Item In House Uses</report_title>
 597         <tag>horizon</tag>
 598         <iteration>0</iteration>
 599         <heading>Count.Number of Uses</heading>
 600         <query>SELECT COUNT(id), l_n_inhouse_uses FROM asset_copy_legacy GROUP BY 2 ORDER BY 2;</query>
 601     </report>
 602
 603     <report>
 604         <name>hz_internalnotesample</name>
 605         <report_title>Internal Item Notes</report_title>
 606         <tag>horizon</tag>
 607         <iteration>0</iteration>
 608         <heading>Sample Note</heading>
 609         <query>SELECT l_internal_note FROM asset_copy_legacy WHERE LENGTH(l_internal_note) > 1 LIMIT 30;</query>
 610     </report>
 611
 612 <!-- resource mate -->
 613
 614     <report>
 615         <name>rm_load_circ_count</name>
 616         <tag>rm</tag>
 617         <iteration>0</iteration>
 618         <report_title>Circs by Status</report_title>
 619         <heading>Count of Circs.Status</heading>
 620         <query>SELECT COUNT(id), l_is_checked_out FROM asset_copy_legacy GROUP BY 2</query>
 621     </report>
 622
 623    <report>
 624         <name>rm_load_asset_by_resource_type</name>
 625         <report_title>Resource Type</report_title>
 626         <tag>rm</tag>
 627         <iteration>0</iteration>
 628         <heading>Count.Resource Type</heading>
 629         <query>SELECT COUNT(*), l_resource_type FROM asset_copy_legacy GROUP BY 2 ORDER BY 2</query>
 630     </report>
 631
 632    <report>
 633         <name>rm_load_asset_by_location</name>
 634         <report_title>Copies by Location</report_title>
 635         <tag>rm</tag>
 636         <iteration>0</iteration>
 637         <heading>Count.Location</heading>
 638         <query>SELECT COUNT(*), l_location FROM asset_copy_legacy GROUP BY 2 ORDER BY 2</query>
 639     </report>
 640
 641     <report>
 642         <name>rm_load_asset_by_category</name>
 643         <report_title>Copies by Category</report_title>
 644         <tag>rm</tag>
 645         <iteration>0</iteration>
 646         <heading>Count.Category</heading>
 647         <query>SELECT COUNT(*), l_category FROM asset_copy_legacy GROUP BY 2 ORDER BY 2</query>
 648     </report>
 649
 650     <report>
 651         <name>rm_load_asset_by_status</name>
 652         <report_title>Copies by Status</report_title>
 653         <tag>rm</tag>
 654         <iteration>0</iteration>
 655         <heading>Count.Status</heading>
 656         <query>SELECT COUNT(*), l_status FROM asset_copy_legacy GROUP BY 2 ORDER BY 2</query>
 657     </report>
 658
 659     <report>
 660         <name>rm_actor_groups</name>
 661         <report_title>Patrons by User Groups</report_title>
 662         <tag>rm</tag>
 663         <iteration>0</iteration>
 664         <heading>Count.Group</heading>
 665         <query>SELECT COUNT(id), l_user_group FROM actor_usr_legacy GROUP BY 2 ORDER BY 2;
 666         </query>
 667     </report>
 668
 669     <report>
 670         <name>rm_actor_access</name>
 671         <report_title>Patrons by Access Field</report_title>
 672         <tag>rm</tag>
 673         <iteration>0</iteration>
 674         <heading>Count.Access</heading>
 675         <query>SELECT COUNT(id), l_access_if_applicable FROM actor_usr_legacy GROUP BY 2 ORDER BY 2;
 676         </query>
 677     </report>
 678     <report>
 679         <name>rm_actor_comments</name>
 680         <report_title>Patron Comments</report_title>
 681         <tag>rm</tag>
 682         <iteration>0</iteration>
 683         <heading>Count.Sample</heading>
 684         <query>SELECT COUNT(id), 'All Comments' FROM actor_usr_legacy WHERE LENGTH(l_comments) > 1
 685             UNION ALL SELECT NULL, l_comments FROM  actor_usr_legacy WHERE LENGTH(l_comments) > 1 LIMIT 10
 686         </query>
 687     </report>
 688
 689     <report>
 690         <name>rm_actor_circulation_note</name>
 691         <report_title>Patron Circ Notes</report_title>
 692         <tag>rm</tag>
 693         <iteration>0</iteration>
 694         <heading>Count.Sample</heading>
 695         <query>SELECT COUNT(id), 'All Notes' FROM actor_usr_legacy WHERE LENGTH(l_circulation_note) > 1
 696             UNION ALL SELECT NULL, l_circulation_note FROM  actor_usr_legacy WHERE LENGTH(l_circulation_note) > 1 LIMIT 10
 697         </query>
 698     </report>
 699
 700 <!-- tlc reports
 701
 702     <report>
 703         <name>tlc_reports_load_asset_holdings_codes</name>
 704         <report_title>Holdings Codes</report_title>
 705         <tag>tlc_reports</tag>
 706         <iteration>0</iteration>
 707         <heading>Count.Library.Holdings Codes.Evergreen Circulation Modifier.Evergreen Shelving Locatione</heading>
 708         <query>SELECT COUNT(id), x_source, l_holdingscode FROM asset_copy_legacy GROUP BY 2, 3 ORDER BY 2, 3</query>
 709     </report>
 710
 711     <report>
 712         <name>tlc_reports_load_usrs_bygroup</name>
 713         <report_title>Patrons by Agency Type</report_title>
 714         <tag>tlc_reports</tag>
 715         <iteration>0</iteration>
 716         <heading>Count.Library.Permission Group.Evergreen Permission Group</heading>
 717         <query>SELECT COUNT(id), l_location, l_borrower_type FROM actor_usr_legacy GROUP BY 2, 3 ORDER BY 2, 3</query>
 718     </report>
 719
 720     <report>
 721         <name>tlc_reports_load_usr_balance</name>
 722         <report_title>Count and Sum of Balances</report_title>
 723         <tag>tlc_reports</tag>
 724         <iteration>0</iteration>
 725         <heading>Count.SUM.Migrate?</heading>
 726         <query>SELECT COUNT(id), SUM(l_current_fine_balance::NUMERIC(6,2)) FROM actor_usr_address_legacy WHERE l_current_fine_balance != '0' AND l_current_fine_balance IS NOT NULL</query>
 727     </report>
 728
 729     <report>
 730         <name>tlc_reports_users_blocked</name>
 731         <report_title>Count of Blocked Patrons</report_title>
 732         <tag>tlc_reports</tag>
 733         <iteration>0</iteration>
 734         <heading>Count.Blocked.Migrate?</heading>
 735         <query>SELECT COUNT(id), l_blocked FROM actor_usr_address_legacy GROUP BY 2</query>
 736     </report>
 737
 738     <report>
 739         <name>tlc_reports_load_usr_addresses_phones</name>
 740         <report_title>Patron Phones</report_title>
 741         <tag>tlc_reports</tag>
 742         <iteration>0</iteration>
 743         <heading>Count.Phone Type.Phone Type</heading>
 744         <query>SELECT COUNT(id), 'Phone 1' FROM actor_usr_address_legacy WHERE l_phone_1 IS NOT NULL GROUP BY 2 UNION ALL SELECT COUNT(id), 'Phone 2' FROM actor_usr_address_legacy WHERE l_phone_2 IS NOT NULL GROUP BY 2</query>
 745     </report>
 746 -->
 747 </reports_file>