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, Casalini, Amalivre, Harrassowitz, Iberamericana, E. Iturriaga, Retta Libros | 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 |
Loading eresource catalog records from a knowledgebase MARC record service | User receives files of new, update and delete records to manage discovery of electronic resources. Loads to FOLIO to create, update or delete bib records. | ExLibris, EBSCO  | MARCcat, Instance, Codex | Leeda | Each file is split between monographs and serials to streamline processing and troubleshooting. Currently matches on vendor-supplied system number. Match file is further subdivided by the ILS between records with temporary vendor system numbers and stable vendor system numbers. (More details available) |