Settings - Tenant - Location Setup - Library

Owned by (OLD ACCOUNT) Erin Nettifee
Last updated: Mar 26, 2020
3 min read

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Purpose

Library is the third level of the Location hierarchy.

FOLIO libraries will need at least one institution, campus, and library to be able to create the final element of the location tree - Location.

The four pieces of the location hierarchy are available criteria to use in circulation rules.

Permissions

There is one permission control currently implemented for this area of Settings:

  • Settings (tenant): Can create, edit and remove locations

There are no action-based permissions currently implemented for this area of Settings. If that changes, please update this information.

UX/UI

Describe out of the box fields, including designed purpose, data requirements and validation, dependencies between fields. 
Describe out of the box accordion menus, including purpose of the menus, customization options, and associated permission controls (if any)
Describe any workflows available through navigation menus, including purpose of the workflow, customization options, and associated permission controls.

When creating a new Library in the UI, you first select the Institution and Campus that you want to be above the new library in the hierarchy - e.g., where does this Library value fit in the hierarchy.

Out of the box fields in the UI include:

  • Institution
    • Drop-down menu
    • Required
    • Populated from existing values
  • Campus
    • Drop-down menu
    • Required
    • Populated from existing values associated with the Institution selected in the first drop-down.

Then you are presented the list of libraries associated with the Institution → Campus hierarchy. 

Out of the box Library fields include:

  • Library
    • Text input
    • Required
    • Must be unique in the tenant at its level of the hierarchy - e.g., you can't have two libraries with the same name.
  • Code
    • Text input
    • Required
    • Must be unique in the tenant at its level of the hierarchy - e.g., you can't have two libraries with the same code. Note that as of Q12020 there is a bug that does allow you to save two libraries with the same code. FOLIO implementers need to manually ensure this does not happen. See CIRCSTORE-143 - Getting issue details... STATUS  for the current status of this bug and resolution.

Searching

Describe pathways for searching in the app/feature through the UI.
Describe fields that are indexed in the back end specifically for searching
Describe any advanced searching features and how they would work.

Functional workflows

Describe available tasks that can be conducted in the app. To document those tasks, create a new page and link it to this page.
Describe action-based permissions that are connected to these functional workflows, if any.

  • Create, Edit, Delete Library

Reporting

Describe available in-app reports, including parameters for the reports, and associated permissions.
If there are developed LDP reports/queries for this app / area of FOLIO, describe those reports as well.
List any fields that may not be available in the LDP (e.g., for privacy reasons.)

Integrations

Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.

Describe and include any permanent links such as a link structure to records, searches, etc

Considerations for Implementation

Describe decisions or implications that need to be considered when implementing this feature.

Include topics such as order of operations during implementation or affects of implementing in a certain way.