BACK END work:

The complete work with the UI as described in will be launched with the Sunflower Release.

Floating collection is defined as a group of items that are not housed permanently at a specific library, but are shelved at the library where they were most recently checked in. Floating collections are used to decrease transportation of items between libraries and to reduce manual handling, transit time, shipping expenses and/or traffic emissions.

For an item that is part of a floating collection, the item's library is changed whenever the item is checked in at a different library. The item belongs to whichever library last checked it in for shelving.

If a book that is part of library A:s collection is checked out at library A, and then checked in at library B, it will not be returned to the shelves of library A, but instead, its new home is library B.

Current state:
Circulation in FOLIO does not support Floating Collections. Around 30% of Linköping University’s physical items are part of their floating collection. 65% of check outs come from items in the floating collection.

Problem:
If an item is checked in at a service point not assigned to the owning library location, the library can configure (at the collection or service point level) how the check in is handled: possibilities include automatically put in transit to owning library, set a temporary location, etc.

In scope:

• Enable floating collections functionality for interested tenants.

• Define floating collections for identified locations.

• Functionality needs to work with check in/sorting machines to be useful, SIP2 work might be needed.

Out of scope:

• Floating collection for consortia tenant (ECS)

Use case(s):
An item is checked in at a service point (manually or using a check-in machine).
When an item designated as floating located at Valla Library is checked in at Valla Library the item's library location doesn't change.
When an item designated as floating located at Valla Library is checked in at another library, such as the Norrköping Library, the system automatically changes the item's library, rather than putting the item in transit to the Valla Library. The item will now belong to the Norrköping Library until it is checked in at a different library.

Proposed solution/stories:

• Settings page: Enable Floating Collection

• Define Floating Collection by lowest location level, which in the records in Inventory will be reflected as the Holdings Permanent Location.

• When item is returned by patron, to a different location as the Holdings permanent location, then the Item record is given a Item Temporary Location; which will be displayed in the Item effective location, and also searchable in Inventory Basic Search.

Links to additional info:

Slidedeck: https://docs.google.com/presentation/d/1YwEdifzpjN8Z7_eDSqvKDgiQWtDPTkEZh0o3rddJgbw/edit#slide=id.p