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For OpenRS to produce the expected results in FOLIO, every FOLIO tenant needs the following settings. 

TypeRoleUsageExamples
Institution (agency)allUnique identification of an institution (agency) location for each consortium member.[
Patron Groups supplyingUsed at the supplying library to identify the borrowing patron group. The patron records are automatically generated via FOLIO DCB API. Used in circulation rules. 

https://mobius.folio.ebsco.com/settings/users/groups

Material TypesborrowingUsed at the borrowing library to identify the supplier material type. The item records are automatically generated via FOLIO DCB API.  Used in circulation rules.

https://mobius.folio.ebsco.com/settings/inventory/materialtypes

Circulation Rulesborrowing and lending

Used when supplying and borrowing. The syntax for each are as follows by role.

lending role 

  • virtual patron group(s) | local material type or loan type | effective locations that circulate via DCB

  • loan policy, request policy (no recalls), staff pick and transit slips
  • no patron notices, no fees/fines 

borrowing role

  • Local patron types | virtual material type(s) | "DCB"

  • loan policy, request policy (no pages, no recalls), staff transit and hold slips, patron notices, fees/fines

pickup role (as borrower at non-borrower pickup location)

  • virtual patron group(s) | virtual material type(s) | "DCB"
  • loan policy, request policy (no recalls), staff transit and hold slips
  • no patron notices, no fees/fines

https://mobius.folio.ebsco.com/settings/circulation/rules

Service Pointslending

Represents the pickup location of a member library. Prints on staff pick slips for operational purposes. 

These service points are created automatically by DCB. Set the value of " Closed library date management for hold shelf expiration date calculation" to Keep the original date.

[add more information about how/when these are created and where they are being used]



Pick slip

Request

Locate DCB for OpenRS

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