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TypeRoleUsageExamples
Institution (agency)allUnique identification of an institution (agency) location for each consortium member.[The location "DCB" is automatically created by FOLIO when the tenant is enabled for OpenRS 

Image Added

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]


[Staff slips use existing tokens?] And there are no separate slips.



Pick slip

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