Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

TypeRoleUsageExamples
Institution (agency)allThe location "DCB" is automatically created by FOLIO when the tenant is enabled for OpenRS OpenRS. 

Patron Groups supplying

Used at the supplying library to identify the borrowing patron group.

Patron

Virtual patron records are automatically generated via FOLIO DCB API

. Used

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

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

...