Data Export and OAI-PMH Harvest of Shared and Local Inventory Records
Shared and Local Instances in ECS
MARC instances:
Central library creates an instance and the instance is by default shared but has a BE source set to MARC
Member library A adds its holdings to the instance and then:
Central tenant's instance keeps BE source of MARC
a shadow copy of the Inventory Instance records are created in the Member library A and that shadow has BE source of CONSORTIUM-MARC
Member library B (does not have any holdings with this instance) and:
BE source is MARC
There is no shadow Inventory record in Member library B.
FOLIO instances:
Central library creates an instance and the instance is by default shared but has a BE source set to FOLIO
Member library A adds its holding to the instance and then:
Central library instance keeps BE source of FOLIO
a shadow copy of Inventory record is created in the Member library and that shadow instance has BE source = CONSORTIUM-FOLIO
Member library B (does not have any holdings with this instance) and:
BE source is FOLIO
There is no shadow Inventory record in Member library B.
Shared and Local Authority Records in ECS
Central library creates an authority record:
the record is shared by default
each member library has a shadow copy of the record and its BE source is CONSORTIUM-MARC
any changes to the shared authority records propagate to member libraries
Member library A creates an authority record:
the record is local and cannot be propagated
its BE source is MARC
Exporting Shared and Local Instances
Library Type | Instance Type | Default Mapping Profile | Custom Mapping Profile | Export All (via API call) | Export deleted instances (MARC) |
|---|---|---|---|---|---|
Member library | Local FOLIO Instance | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment |
Member library | Local MARC Instance | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment |
Member library | Shared FOLIO Instance (with Member library holdings) | Export based on the shadow FOLIO instance record | Export based on the shadow FOLIO instance record | Not included in export | N/A as export deleted instances only includes instances with MARC source |
Member library | Shared MARC Instance (with Member library holdings) | Export MARC record that is stored in Central library's SRS | Export based on the shadow FOLIO instance record | Not included in export | Export based on the shadow FOLIO instance record |
Member library | Shared FOLIO Instance (without Member library holdings) | Export MARC record that is stored in Central library's Inventory | Not supported in the Poppy release | Not included in export | N/A as export deleted instances only includes instances with MARC source |
Member library | Shared MARC Instance (without Member library holdings) | Export MARC record that is stored in Central library's SRS | Not supported in the Poppy release | Not included in export | Not included in export |
Central library | Member library's Local FOLIO Instance | Supported only when changing association to the specific library | Supported only when changing association to the specific library | Not included in export | N/A as export deleted instances only includes instances with MARC source |
Central library | Member library's Local MARC Instance | Supported only when changing association to the specific library | Supported only when changing association to the specific library | Not included in export | Not included in export |
Central library | Shared FOLIO Instance | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment for exporting Instance records enriched with holdings and item records from member tenants. | As currently implemented in non-ECS environment for exporting Instance records enriched with holdings and item records from member tenants. | As currently implemented in non-ECS environment |
Central library | Shared MARC Instance | As currently implemented in non-ECS environment | As currently implemented in non-ECS environment for exporting Instance records enriched with holdings and item records from member tenants. | As currently implemented in non-ECS environment for exporting Instance records enriched with holdings and item records from member tenants. | As currently implemented in non-ECS environment |
Exporting Shared and Local Authority Records
Library Type | Instance Type | Default Mapping Profile | Custom Mapping Profile |
|---|---|---|---|
Member library | Local Authority record | As currently implemented in non-ECS environment | Not supported |
Central library | Shared Authority record | As currently implemented in non-ECS environment based on the shadow copy stored locally. | Not supported |
Harvesting Shared and Local Instances
Library Type | Instance Type |
Expected behavior |
|---|---|---|
Member library | Local FOLIO Instance | As currently implemented in non-ECS environment |
Member library | Local MARC Instance | As currently implemented in non-ECS environment |
Member library | Shared FOLIO Instance (with Member library holdings) | As currently implemented in non-ECS environment |
Member library | Shared MARC Instance (with Member library holdings) | Harvest SRS record from Central library and enreach it with local holdings |
Member library | Shared FOLIO Instance (without Member library holdings) | TBD |
Member library | Shared MARC Instance (without Member library holdings) | TBD |
Central library | Member library's Local FOLIO Instance | Harvest started from central library will harvest all member libraries one by one |
Central library | Member library's Local MARC Instance | Harvest started from central library will harvest all member libraries one by one |
Central library | Shared FOLIO Instance (with Member library holdings) | Harvest started from central library will harvest all member libraries one by one |
Central library | Shared MARC Instance (with Member library holdings) | Harvest started from central library will harvest all member libraries one by one |