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Data Export and OAI-PMH Harvest of Shared and Local Inventory Records

Data Export and OAI-PMH Harvest of Shared and Local Inventory Records

Owned by Magda Zacharska
Last updated: Aug 31, 2023

Work in progress

Shared and Local Instances in ECS

MARC instances:

  1. Central library creates an instance and the instance is by default shared but has a BE source set to MARC 
  2. Member library A adds its holdings to the instance and then:
    1. Central tenant's instance keeps BE source of MARC
    2. a shadow copy of the Inventory Instance records are created in the Member library A and that shadow has BE source of CONSORTIUM-MARC
  3. Member library B (does not have any holdings with this instance) and:
    1. BE source is MARC
    2. There is no shadow Inventory record in Member library B.

FOLIO instances:

  1. Central library creates an instance and the instance is by default shared but has a BE source set to FOLIO
  2. Member library A adds its holding to the instance and then:
    1. Central library instance keeps BE source of FOLIO
    2. a shadow copy of Inventory record is created in the Member library and that shadow instance has BE source = CONSORTIUM-FOLIO
  3. Member library B (does not have any holdings with this instance) and:
    1. BE source is FOLIO
    2. There is no shadow Inventory record in Member library B.

Shared and Local Authority Records in ECS

  1. Central library creates an authority record:
    1. the record is shared by default
    2. each member library has a shadow copy of the record and its BE source is CONSORTIUM-MARC
    3. any changes to the shared authority records propagate to member libraries
  2. Member library A creates an authority record:
    1. the record is local and cannot be propagated
    2.  its BE source is MARC

Exporting Shared and Local Instances


Library TypeInstance TypeDefault Mapping ProfileCustom Mapping Profile
Member libraryLocal FOLIO Instance As currently implemented in non-ECS environmentAs currently implemented in non-ECS environment
Member library Local MARC InstanceAs currently implemented in non-ECS environmentAs currently implemented in non-ECS environment
Member library Shared FOLIO Instance (with Member library holdings)Export based on the shadow FOLIO instance recordExport based on the shadow FOLIO instance record
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
Member library Shared FOLIO Instance (without Member library holdings)Export MARC record that is stored in Central library's InventoryNot supported in the Poppy release
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
Central libraryMember library's Local FOLIO Instance Supported only when changing association to the specific librarySupported only when changing association to the specific library
Central library Member library's Local MARC InstanceSupported only when changing association to the specific librarySupported only when changing association to the specific library
Central library Shared FOLIO Instance As currently implemented in non-ECS environmentAs currently implemented in non-ECS environment for exporting Instance records only
Central library Shared MARC Instance As currently implemented in non-ECS environmentAs currently implemented in non-ECS environment for exporting Instance records only

Exporting Shared and Local Authority Records


Library TypeInstance TypeDefault Mapping ProfileCustom Mapping Profile
Member libraryLocal Authority recordAs currently implemented in non-ECS environmentNot supported
Central library Shared  Authority recordAs currently implemented in non-ECS environment based on the shadow copy stored locally.Not supported

Harvesting Shared and Local Instances


Library TypeInstance Type


Expected behavior

Member libraryLocal FOLIO Instance As currently implemented in non-ECS environment
Member library Local MARC InstanceAs 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 libraryMember 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 InstanceHarvest 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