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  • Migrate users. Users may be set to "active": "true" or "active": "false" as appropriate.
  • Migrate items. Item status may be set as appropriate, e.g. 'Checked out', 'Available', etc.
  • Create all appropriate loan policies, request policies, overdue fine policies, patron notice policies, lost item policies and circulation rules.
  • Set service point calendar start dates to include the earliest possible loan date and latest possible due date according to loan policies.
  • Create json according to /loan-storage/loans and POST to that endpoint.
  • Create json for patron notices as appropriate given the state of the loan and POST to /scheduled-notice-storage/scheduled-notices.


Other considerations (gotchas)

  • Make sure you consider daylight savings time for importing loan information - depending on when the loan was created, the time offset may need to be different to get it to display correct in the local time zone in FOLIO.

Filter by label (Content by label)
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cqllabel in ("loans","migration") and type = "page" and space = "FOLIOtips"
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