...
For OpenRS to produce the expected results in FOLIO, every FOLIO tenant needs the following settings.
Type | Role | Usage | Examples |
---|---|---|---|
Institution (agency) | all | The location "DCB" is automatically created by FOLIO when the tenant is enabled for OpenRS. | |
Patron Groups | supplying | Used at the supplying library to identify the borrowing patron group. Virtual patron records are automatically generated via FOLIO DCB API in the supplying library when a request is created by OpenRS. Virtual patron groups are used in circulation rules when the item is loaned to the virtual patron. A loan to the virtual patron results from a checkout to the patron at the borrowing library. Patron group mapping is configured in the DCB to translate patron groups from one library/agency to a different library. ^^need link to DCB page | |
Material Types | borrowing | Used at the borrowing library to identify the supplier material type. Virtual item records are automatically generated via FOLIO DCB API in the borrowing library when a request is created by OpenRS. Virtual material types are used in circulation rules when the item is loan to the patron. A loan to the patron results in a checkout ot the patron at the borrowing library. ^^need link to DCB page | |
Circulation Rules | borrowing and lending | Used when supplying and borrowing. The syntax for each are as follows by role. lending role
borrowing role
pickup role (as borrower at non-borrower pickup location)
| |
Service Points | lending | 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] [Staff slips use existing tokens?] And there are no separate slips. | Pick slip |
Request
Locate DCB for OpenRS
Locate DCB |
Request in FOLIO
Supplier request | Next steps: -identify what data elements are created from where. -add more context. |
Virtual patron | |
Borrower request | |
Virtual item |
DCB Admin module
The DCB admin module is available to Consortium Central Office, EBSCO and K-Int staff for on-boarding and support activities.
...
- FOLIO patron group value "undergrad" is mapped to DCB canonical value "200"
Requests | |
Audit | -- |
Mappings |
Additional Resources
--
FOLIO
...