Subgroup members: please add any relevant use cases. If a use case is already represented, add any additional details (your name, record source, other notes) to the existing case instead of creating a new case.
| Use case (brief) | Use case description | Record source | FOLIO components affected | Submitted by | Notes |
|---|---|---|---|---|---|
| Loading pre-order records | User prepares bib and pre-order data in vendor system; load to FOLIO to create bib & order, then finalize order and send from FOLIO to vendor | GOBI | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record |
| Loading order records | User orders in vendor system, then loads to FOLIO to create bib and order | GOBI | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record |
| Loading shelfready cataloging records | User receives shelfready services from vendor; loads to FOLIO to overlay any previous bib record, update holding with final location/call number/other info, update item record with barcode/piece/other info | GOBI, OCLC | MARCcat, Instance, Holdings, Item | Ann-Marie | |
| Loading approval cataloging records | User receives records for incoming approval plan purchases (P or E); loads to FOLIO to create bib, holdings, item, order; followed by separate EDIFACT invoice load | GOBI, OCLC | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record; may have full shelfready data or may require manual updating by library staff to finalize everything |
Batch import of MARC holdings data in same file as MARC bibliographic data | |||||
| Batch import of MARC holdings data in separate file from bibliographic data | |||||
| Ability to match to an existing instance, holdings, or item record and update it. | |||||
| Ability to recognize this instance, holdings, item is not already in FOLIO and create new one | |||||