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TypeRoleUsageauto or manualExamples
Institution (agency)LocationallThe location "DCB" is automatically created by FOLIO when the tenant is enabled for OpenRS. 

Patron Groups supplying

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


Material Typesborrowing

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


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 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

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.




Staff slipsallFOLIO DCB uses the same staff slips and tokens as FOLIO circulation staff slips. 

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