Subgroup members: please add any relevant use cases. If a use case is already represented, add any additional details (your name, record source, other notes) to the existing case instead of creating a new case.
| Use case (brief) | Use case description | Record source | FOLIO components affected | Submitted by | Notes |
|---|---|---|---|---|---|
| Loading pre-order records | User prepares bib and pre-order data in vendor system; load to FOLIO to create bib & order, then finalize order and send from FOLIO to vendor | GOBI | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record |
| Loading order records | User orders in vendor system, then loads to FOLIO to create bib and order | GOBI | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record |
| Loading shelfready cataloging records | User receives shelfready services from vendor; loads to FOLIO to overlay any previous bib record, update holding with final location/call number/other info, update item record with barcode/piece/other info | GOBI, OCLC | MARCcat, Instance, Holdings, Item | Ann-Marie | |
| Loading approval cataloging records | User receives records for incoming approval plan purchases (P or E); loads to FOLIO to create bib, holdings, item, order; followed by separate EDIFACT invoice load | GOBI, OCLC, Casalini, Amalivre, Harrassowitz, Iberamericana, E. Iturriaga, Retta Libros, MIPP, Lexicon | MARCcat, Instance, Holdings, Item, Order | Ann-Marie | May match to an existing bib record or create a new bib record; may have full shelfready data or may require manual updating by library staff to finalize everything |
Loading eresource catalog records from a knowledgebase MARC record service | User receives files of new, update and delete records to manage discovery of electronic resources. Loads to FOLIO to create, update or delete bib records. | ExLibris, EBSCO  , OCLC, Proquest, Oxford Project MUSE, Swank, Kanopy, Cambridge | MARCcat, Instance, Codex | Leeda | Each file is split between monographs and serials to streamline processing and troubleshooting. Currently matches on vendor-supplied system number. Match file is further subdivided by the ILS between records with temporary vendor system numbers and stable vendor system numbers. (More details available) Lisa McColl - We use provider neutral records. If we receive two "copies" of ebooks that are from two different platforms, we currently need the system to match on OCLC number, then either 1) add the new ebook to the exisiting record if there is one, both updating the bib with an added 856 field and adding an holdings to that existing bib or 2) create a new instance/holding for this new ebook. |
| Loading outsourced cataloging records | User receives a file from a vendor of fully-cataloged non-Latin script records to overlay brief bib records, and update holding records. | Wuheba, Backstage, DK Agencies, Panmun | MARCcat, Instance, Holdings, Item | Leeda | When initial file is sent to the vendor it includes item barcode information for each title. The completed vendor cataloging file then uses the barcode recorded in a MARC field as the match point. Holding records are either created or updated with final call number, which also update the item record. |