| instances | inventory | - Reference data
- MARC bib-to-Instance map (optional; if desired to change default marc-to-instance mapping for all MARC records)
- FOLIO baseurl/settings/inventory instances section (optional)
- FOLIO baseurl/settings/inventory/ Instance, holdings, items section statistical code types, statistical codes (optional)
| https://github.com/folio-org/mod-source-record-manager/blob/master/mod-source-record-manager-server/src/main/resources/rules/rules.json | Institutions may wish to identify records with statistical codes for a variety of reasons. Example: grouping records supplied by a given ebook vendor. |
| holdings | inventory | - Reference data:
- full location hierarchy (institutions/campuses/libraries/locations) (required)
- service points settings/tenant-settings/location-institutions (required)
- settings/tenant-settings/location-campuses (required)
- settings/tenant-settings/location-libraries (required)
- settings/tenant-settings/servicePoints (required)
- FOLIO baseurl/settings/inventory Holdings section (optional)
- FOLIO baseurl/settings/inventory/ Instance, holdings, items section statistical code types, statistical codes (optional)
- Data records
| | Institutions may wish to identify records with statistical codes for a variety of reasons. Example: grouping records supplied by a given ebook vendor. |
| items | inventory | - Reference data
- full location hierarchy (institutions/campuses/libraries/locations) (required)
- service points (required),
- loan-types settings/tenant-settings/location-institutions (required)
- settings/tenant-settings/location-campuses (required)
- settings/tenant-settings/location-libraries (required)
- settings/tenant-settings/servicePoints (required)
- settings/inventory/loantypes (required),
- material-types settings/inventory/materialtypes (required),
- FOLIO baseurl/settings/inventory Items section (optional)
- FOLIO baseurl/settings/inventory/ Instance, holdings, items section statistical code types, statistical codes (optional)
- Data records: instances, holdings (both required)
| Schema: https://s3.amazonaws.com/foliodocs/api/mod-inventory-storage/p/item-storage.html#item_storage_items_post | Institutions may wish to identify records with statistical codes for a variety of reasons. Example: recording multiple item statuses from a previous system |
| users | users | - Reference data:
- groups settings/users/groups (required)
- addresstypes settings/users/addresstypes (required)
| Schema: https://github.com/folio-org/mod-user-import/blob/master/ramls/schemas/userdataimport.json |
|
| proxies | users | - Data records: users (required)
| Schema: https://s3.amazonaws.com/foliodocs/api/mod-users/p/proxiesFor.html#proxiesfor_post |
|
| loans |
| - Reference data:
- settings/tenant-settings/servicePoints
- settings/calendar
- settings/circulation/loan policies
- settings/circulation/request policies
- settings/circulation/notices policies
- settings/circulation/overdue fine policies
- settings/circulation/lost item fee policies
- settings/circulation/patron-notices
- settings/circulation/rules
- Data records:
- users (required)
- instance, holdings, items and their prerequisites (required)
|
| For migration purposes, calendar begin and end dates must include the earliest loan to be migrated and the latest possible due date based on loan policy. |
| contacts (organizations) | organizations | - Reference data: categories
- settings/organizations/category (optional)
| Schema: https://s3.amazonaws.com/foliodocs/api/mod-organizations-storage/p/contact.html#organizations_storage_contacts_post | - urls in the contact record must begin with 'http://' or 'https://', otherwise the record will be rejected as invalid.
|
| organizations | organizations | - Reference data:
- categories settings/organizations/category (optional),
- Data records: contacts (optional)
| Schema: https://s3.amazonaws.com/foliodocs/api/mod-organizations-storage/p/category.html#organizations_storage_categories_post | - urls in the organizations record must begin with 'http://' or 'https://', otherwise the record will be rejected as invalid.
|
| purchase orders | orders | - Reference data:
- full location hierarchy (institutions/campuses/libraries/locations)
service points (required), addresses - settings/tenant-settings/location-institutions (required)
- settings/tenant-settings/location-campuses (required)
- settings/tenant-settings/location-libraries (required)
- settings/tenant-settings/servicePoints (required)
- Data records:
- instances (optional)
- organizations (vendors) (required)
- finance structure (Ledgers, FY, Funds, Budgets required, Fund groups and expense classes optional)
- acquisitions units required settings/acquisition-units required if orders/financials must be separated/permissioned differently for different users within the same tenant
| Schema: https://s3.amazonaws.com/foliodocs/api/mod-orders/p/order.html#orders_composite_orders_post |
|