Page Comparison

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

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 via DCB Admin Module to see how patron group mapping works. Tim Auger

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.

Material type mapping is configured via DCB Admin Module to see how material type mapping works. Tim Auger

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)

• 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)

• , 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)

• no patron notices, no fees/fines

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. 

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. 

DCB loan type

Status is always "Available" or "Unavailable".  Currently, this approximates whether or not the item can be requested but it's not a perfect overlap. This needs both definition and reconciliation.

A document that elaborates on the display behavior for instances and items in the DCB union catalog, can be found here.

Patrons have two paths to authenticate in OpenRS. 1) Select the avatar in the upper right corner of the screen where the user will be prompted to "sign-in" or 2) Click on "place hold" button underneath the instance title. 

In both cases, if the patron has not already authenticated in the current browser session, they will be prompted for their institutional affiliation. From there, they will be prompted for their credentials. OpenRS supports both SSL and native ILS authentication (e.g. barcode and PIN).

Authentication is performed against the ILS. Patron record lookups are always against the ILS/LMS. No patron data is stored in DCB.

After the patron is authenticated, the patron is prompted to select a pickup location and then click on the "place hold" button. After that, you will see a spinning circle and, in the background DCB executes RTAC again to acquire the latest state information from the ILS/LMS' with items.

A document that elaborates on the behavior for instances and items in the DCB union catalog, can be found here.

As the supplier, the Requests app is where to start. All DCB transactions are of request type "page" and, via FOLIO, always have the same requester name of "DcbSystem, undefined." The requester barcode, however, is specific to the patron library. This acts as the unique identifier for library staff to communicate with borrowing library patrons when circulation exceptions occur (e.g. lost book).

OpenRS (a.k.a virtual) patron groups are the same in every FOLIO library and there are corresponding patron groups in every member library system. Regardless of the type of ILS/LMS, the DCB performs the mapping to translate equivalents to each library. (see mappings under the DCB Admin section below).

Every pickup location at other member libraries are represented as "Pickup service points". These can be referred to as "virtual" service points since these pickup locations are derived from the borrowing library. These are generated on-the-fly when that pickup location is newly introduced to a tenant and then reused for subsequent requests for that virtual pickup location. In Q CSP5, these service points will also automatically link to the default DCB calendar.