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- Holdings and Items may have permanent and/or temporary location values.
- See Effective Location Logic for more information on how Effective Locations are calculated.
- Circulation rules will use an item's Effective Location when applying business logic to transactions.
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Describe permissions that apply to the app or section you are outlining. Include default permissions and permission sets; dependencies that exist with permissions in other apps/parts of FOLIO.
Describe action-based permissions (if any) that apply to the app or section you are outlining, including permission dependencies and associated functional workflows.
Describe what each permission does, in language accessible to non-IT library staff.
There is one permission control currently implemented for this area of Settings:
- Settings (tenant): Can create, edit and remove locations
There are no action-based permissions currently implemented for this area of Settings. If that changes, please update this information.
UX/UI
Describe out of the box fields, including designed purpose, data requirements and validation, dependencies between fields.
Describe out of the box accordion menus, including purpose of the menus, customization options, and associated permission controls (if any)
Describe any workflows available through navigation menus, including purpose of the workflow, customization options, and associated permission controls.
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- Folio Name
- The FOLIO Name must be unique within the tenant - i.e.g., no other location can have the same FOLIO name.
- Code
- The Code must be unique within the tenant - i.e.g., no other location can have the same code.
- Discovery Display Name
- Associated Service Point
- An Active or Inactive Status
- Description Field
- Location Details
- Location Details is an accordion where libraries can add associated key/value pairs to a location record.
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Describe available tasks that can be conducted in the app. To document those tasks, create a new page and link it to this page.
Describe action-based permissions that are connected to these functional workflows, if any.
- Edit, Create, Delete Location
- Add Service Point to Location
- Remove Service Point from Location
Reporting
Describe available in-app reports, including parameters for the reports, and associated permissions.
If there are developed LDP reports/queries for this app / area of FOLIO, describe those reports as well.
List any fields that may not be available in the LDP (e.g., for privacy reasons.)
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Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.
Considerations for Implementation
Describe decisions or implications that need to be considered when implementing this feature.
Include topics such as order of operations during implementation or affects of implementing in a certain way.