Content Comparison

DRAFT! Content will then also be published on https://docs.folio.org/docs/settings/settings_service_interaction/settings_service_interaction/  as well.

Please note the number generator generators is not yet functional in Ramsons for Accession number, Call number, Item barcode, Vendor code, User barcode.

Functional for Pattern number in Serials Management and Publication request number in Open Access

Sunflower: Accession number, Call number, Item Barcode, Vendor Code

Trillium: User Barcode, Item Barcode (Fast Add)

Settings > Service Interaction

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In order to interact with Service interaction settings, a user needs to be assigned the following permissions:

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In order to view or manage settings user needs to be assigned Settings (service-interaction): display list of settings pages and either Settings (Service-interaction): View number generator settings and use number generators within apps or Settings (Service-interaction): Manage number generator settings and use number generators within apps.

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The following number generators are available. In case the reference data is not included in your FOLIO environment please add the corresponding row (Name + Code) via New and store by clicking "Save". Especially important are the exact codes as indicated in the following table as identifiers of the number generators.

Type A: 

• one One or more sequences possible to select from when create or edit records and using the number generator
• sequences Sequences need to be defined before use at Settings > Service Interaction > Number generator sequences 

Type B: 

• number Number automatically assigned to the record defined by one sequence
• if If reference data is not included in your FOLIO environment, one sequence with the following code needs to be defined before use at Settings > Service Interaction > Number generator sequences or sequence might be changed to your requirements

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1. Select the Generator in the drop-down menu for which sequences should be created

2. In the Number generator sequences pane, click New.

3. In the New sequence window enter

   • Name. Name of the number generator sequence. In cases where a selection from number sequences is required, this name will be displayed in the window for generating a new number. This field is editable.

   • Code. Unique code of the number generator sequence. This must be unique within the number generator and contain no whitespaces. Once set, this field can no longer be changed.

   • Enabled.An enabled number generator sequence will be displayed when selecting the sequence in the App UI. A sequence with the status false will not be displayed in the App UI until it is enabled again.

   • Note. for description Description or information around about this sequence can be entered here e.g. disabled sequence because of this reason

   • Sequence settings 
     
     • Maximum value. This is the maximum possible value for the sequence. When the maximum is reached, the sequence will no longer be usable.
       
     • Warning threshold value. When set, a warning will be displayed to users of the sequence when its value is reached. Must be lower than the maximum value.
       
     • Next value. This field shows the next value in the sequence based on the current value in the database. It can be set manually as the starting value for a new sequence.
       
     • Format. The Format field defines the length of the generated number (excluding the check digit, prefix, and suffix) and supports optional padding. Use # for digits without padding (e.g., #### for four digits). To add padding, specify the character. E.g., 0000 for leading zeros, resulting in outputs like 0045. If a Maximum value is set, the Format length must match it.
   • Checksum settings
     • Method. The checksum method for the check digit. Use the checksum input template to define what needs to be included in the calculation e.g. prefix or suffix.
     • Input template. Create rules to define the number to be inputted when calculating the check digit. Both the prefix and suffix can be templated, using Groovy markup. Use ${generated_number} as placeholder for the generated number. E.g. 05${generated_number}01
   • Output settings
     • Output template. The output template defines the rules applied to create the sequence. Templates are formed using Groovy. See below for more information.

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• • Prefix and/or suffix can be included in the output template. (space characters are allowed)
  • In case the prefix or suffix includes $ please use \$ for displaying $
  • Use ${generated_number} for the sequential generated number
  • to include the check digit (calculation defined by method and input template) use ${checksum}

Examples

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1. Select number generator in drop-down menu Generator.
2. Search for the sequence and click on name of sequence in the left column of the table to open the detail view in the 4th pane.
3. To edit the sequence click Edit in Actions menu in the 4th pane
   
4. Window Edit sequence will be displayed
5. Edit sequence and Save & close or Cancel

Apart from the code of the sequences you can edit all other content in the edit sequence window-please be aware that changing content in edit sequences has impact on numbers being generated from this sequence in the future (e.g. it could cause duplicates or different length)

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In order to interact with Number generator options settings for Apps, a user needs to be assigned the following permissions:

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Use the same generated number for accession number and call number

When the option "Use the same generated number for accession number and call number" is selected, the same generated number for accession number will be entered automatically in the main call number field by using the accession number sequences. This additional feature is available for Inventory and Receiving. 

Number generator for Accession number and Call number must be enabled via "On, Field editable" or "On, Field not editable" to enable the checkbox.

Using Number generators within Apps

Preconditions for using the Number generators within Apps

• Number generator is enabled in Settings > "App" > Number generator options
  • On, Field editable = Number generator on, editable: number can be filled using the generator and be edited, or filled manually.
  • On, Field not editable = Number generator on, fixed: number can be filled using the generator only.
• User has permissions either
  • Settings (Service-interaction): View number generator settings and use number generators within apps

or

• • Settings (Service-interaction): Manage number generator settings and use number generators within apps
• User has permissions to create and/or edit records (Users, Organizations, Receiving and/or Inventory / Serials Management / Open Access) in FOLIO depending on tasks 
• In Settings > Service interaction > Number generator sequences > Generator 
  • at least one sequence is predefined for every number generator which is enabled

Using Number generators

Users, Organizations, Inventory

if the number generator is enabled and user has the applicable permissions then a button is displayed next to the field (e.g. user barcode, vendor code, item barcode, accession number, call number).

1. Click Generate "field name"
2. Window "field name" generator is displayed
3. Search by Name or Code of the sequences in the window "field name" generator
4. Optional use check box "exact code match" for searching the exact code
5. Optional use check box "Include sequences which have reached their maximum value" for displaying those sequences for information. Sequences which have reached their maximum value cannot be generated from.
6. Select sequence
7. Click Generate "field name" to close window and generate number (or Cancel)
8. Generated number of the selected sequence is displayed in the field
9. After filling in all data save the entire record by clicking "Save & close" otherwise the generated number is not saved and a gap is produced.

Receiving

if the number generator is enabled, you have the permissions and an item record is available then the number generator icon is displayed

• next at the right side of the item details in the Add/Edit piece window
• in the Action column at the right side of the receive all table

1. Click icon Generate numbers
2. Window "Generate numbers" is displayed
3. depending on settings in Settings > Orders > Number generator options up to three sequence search fields for Barcode, Accession number and/or Call number are displayed
4. Search by Name or Code of the sequences for each field you would like to generate a number
5. optional use check box "exact code match" for searching the code with exact match
6. optional use check box "Include sequences which have reached their maximum value" for displaying those sequences for information. Sequences which have reached their maximum value cannot be generated from.
7. Select at least on sequence
8. use x at the right side for the search fields to delete your selection
9. Click Generate numbers to close window and generate number (or Cancel)
10. Next value of the sequence is displayed in the fields
11. After filling in all data save the entire record by clicking "Save & close" or Receive otherwise the generated numbers are not saved and gaps are produced.

In case that Use the same generated number for Accession number and call number is activated in Settings (Inventory and/or Receiving)

• in Inventory the button "Generate accession and call numbers" is displayed
• in Receiving the selection for "Accession and call number sequence" is displayed in the window Generate numbers

Accession number sequences apply and the same generated number is inserted into the accession number and the main call number field on item level.

Open Access and Serial management

For the Request number in Open Access App and for the Publication pattern ID in Serials Management App numbers will be automatically assigned defined by one sequence.

In addition to the permissions for Open Access and/or Serials Management users need permission

• Settings (Service-interaction): View number generator settings and use number generators within apps

or

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Enabling Number generators for Apps like Inventory, Receiving, Organizations, Users

In Settings > App > Number generator options three options are available via drop-down (existing radio buttons will be changed to drop-down)

• Off = Number generator off: number can be filled manually only.
• On, Field editable = Number generator on, editable: number can be filled using the generator and be edited, or filled manually.
• On, Field not editable = Number generator on, fixed: number can be filled using the generator only.

Default setting is Off

To enable the Number generator please select either On, Field editable or On, Field not editable

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Barcode

Accession number

Call number

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Call number (Holdings)

Barcode (Items)

Accession number (Items)

Call number (Items)

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Barcode

Enabling Number generators for Apps like Inventory, Receiving, Organizations, Users

In Settings > App > Number generator options three options are available via drop-down (existing radio buttons will be changed to drop-down)

• Off = Number generator off: number can be filled manually only.
• On, field editable = Number generator on, editable: number can be filled using the generator and be edited, or filled manually.
• On, field not editable = Number generator on, fixed: number can be filled using the generator only.

Default setting is Off

To enable the Number generator please select either On, field editable or On, field not editable

Use the same generated number for accession number and call number

When the option "Use the same generated number for accession number and call number" is selected, the same generated number for accession number will be entered automatically in the main call number field by using the accession number sequences. This additional feature is available for Inventory and Receiving. 

Number generator for Accession number and Call number must be enabled via "On, field editable" or "On, field not editable" to enable the checkbox.

Using Number generators within Apps

Preconditions for using the Number generators within Apps

• Number generator is enabled in Settings > "App" > Number generator options
  • On, field editable = Number generator on, editable: number can be filled using the generator and be edited, or filled manually.
  • On, field not editable = Number generator on, fixed: number can be filled using the generator only.
• User has permissions either

• User has permissions to create and/or edit records (e.g. Inventory, Receiving, Organizations, Users, Serials Management, Open Access) in FOLIO depending on tasks 
• In Settings > Service interaction > Number generator sequences > Generator 
  • at least one sequence is predefined for every number generator which is enabled

Using Number generators

Inventory / Organizations / Users

If the number generator is enabled and user has the applicable permissions then a button is displayed next to the field (e.g. user barcode, vendor code, item barcode, accession number, call number).

1. Click Generate "field name"
2. Window "field name" generator is displayed
3. Search by Name or Code of the sequences in the window "field name" generator
4. Optional: Use check box "Include sequences which have reached their maximum value" for displaying those sequences for information. Sequences which have reached their maximum value cannot be generated from.
5. Optional: Use check box "Exact code match" for searching the exact code
6. Select sequence
7. Click Generate "field name" to close window and generate number (or Cancel)
8. Generated number of the selected sequence is displayed in the field
9. After filling in all data save the entire record by clicking "Save & close" otherwise the generated number is not saved and a gap has been created.

Receiving

If the number generator is enabled, user has the applicable permissions and an item record is available then the number generator icon is displayed

• Next at the right side of the item details in the Add/Edit piece window
• In the Action column at the right side of the receive all table

1. Click icon Generate numbers
2. Window "Generate numbers" is displayed
3. Depending on settings in Settings > Orders > Number generator options up to three sequence search fields for Barcode, Accession number and/or Call number are displayed
4. Search by Name or Code of the sequences for each field you would like to generate a number
5. Optional: Use check box "Include sequences which have reached their maximum value" for displaying those sequences for information. Sequences which have reached their maximum value cannot be generated from.
6. Optional: Use check box "Exact code match" for searching the code with exact match
7. Select at least on sequence
8. Use x at the right side of the search fields if you would like to delete your selection
9. Click Generate numbers to close window and generate number (or Cancel)
10. Next value of the sequence is displayed in the field
11. After filling in all data save the entire record by clicking "Save & close" or Receive otherwise the generated numbers are not saved and gaps have been created.

In case that Use the same generated number for Accession number and call number is activated in Settings (Inventory and/or Receiving)

• In Inventory the button "Generate accession and call numbers" is displayed
• In Receiving the selection for "Accession and call number sequence" is displayed in the window Generate numbers

Accession number sequences apply and the same generated number is inserted into the accession number and the main call number field on item level.

Open Access and Serial management

For the Request number in Open Access App and for the Publication pattern ID in Serials Management App numbers will be automatically assigned defined by one sequence.

In addition to the permissions for Open Access and/or Serials Management users need permission