Versions Compared

Key

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

...

TypeRoleUsageauto or manualExamples
Locationall

The location "DCB" is automatically created by FOLIO when the tenant is enabled for OpenRS. This location is defined at each level of the FOLIO location hierarchy: 

  • DCB institution
  • DCB campus
  • DCB library
  • DCB location
Auto

Patron Groups supplyingsupplier

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

Manual
Material Typesborrowingborrower

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

Manual
Circulation Rulesborrowing borrower and lendingsupplier

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 location (optional)

  • loan policy, request policy (no recalls), staff pick and transit slips
  • no patron notices, no fees/fines 

borrowing role

  • Local patron group(s) | virtual material type(s) | "DCB" (all virtual item records contain this location)

  • 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" (all virtual item records contain this location)
  • loan policy, request policy (no recalls), staff transit and hold slips
  • no patron notices, no fees/fines
Manual
Service Pointslendingsupplier

Represents the pickup location of a member library. Prints on staff pick slips for operational purposes. 

These service points are created automatically by the FOLIO supplier when it receives an incoming DCB request. 


Auto
DCB calendarall

A DCB calendar is automatically created by FOLIO when the tenant is enabled for OpenRS and linked to all dcb service points. As part of the enabling process, each dcb service point is  linked to the DCB calendar. Latest changes can be found here: 

Jira Legacy
serverSystem Jira
serverId01505d01-b853-3c2e-90f1-ee9b165564fc
keyMODDCB-119
 

Auto
Staff slipsallFOLIO DCB uses the same staff slips and tokens as FOLIO circulation staff slips. The requestservicePointPickup token is used to print the dcb pickup service point (see above) associated with the request. Manual
DCB instance record + holdingborrower 

The DCB umbrella instance + holding record is automatically created by FOLIO when the tenant is enabled for OpenRS. This allows for FOLIO to leverage the necessary architecture to allow for all DCB functionality to integrate seamlessly in FOLIO. 

Auto

DCB loan type



The DCB loan type is automatically created by FOLIO when the tenant is enabled for OpenRS.Auto
DCB cancellation reason
The DCB loan type is automatically created by FOLIO when the tenant is enabled for OpenRS.Auto

Request

Locate DCB for OpenRS

...