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:war

All records are

Unless on Sierra systems …

Unless on Polaris systems …

Unless on FOLIO systems …

… in which case

CONTRIBUTED

(ie, are added to DCB shared catalog)

handled by ingest

  1. bib.suppressed = true (tick)

  2. bib.fixedField = catalogue host defined (eg, bcode3 = x) (tick)

  1. display.In.PAC (bib) = false (tick)

  1. suppressedFromDiscovery = true (tick)

Do not ever harvest these bib records to DCB

DISCOVERABLE

(ie, clustered bib record is presented in search results)

N/A

N/A

N/A

Do not ever display these records in search results

DISPLAYABLE

(ie, item is presented in search results as an item that could fulfil request)

handled by RTAC / availability checker

  1. item.suppressed = true (tick)

  2. item.fixedField = catalogue host defined (eg, icode2 = s) (tick)

  3. item has been deleted item (tick)

  4. item does not have a shelving location mapped to an agency in DCB (tick) DCB-1114

  5. Agency is not associated with a Host LMS

  6. Agency is not enabled for supplying

  1. display.In.PAC (item) = false (tick)

  2. item has been deleted (where mapped) (tick)

  3. item does not have a shelving location mapped to an agency in DCB DCB-1114 ⚠️

  4. Agency is not associated with a Host LMS

  5. item is in a suppressed collection DCB-1527

  6. Agency is not enabled for supplying

  1. suppressedFromDiscovery = true (tick)

  2. item does not have a shelving location mapped to an agency in DCB (tick) DCB-1114

  3. Agency is not associated with a Host LMS

  4. Agency is not enabled for supplying

Deleted items are unknown to DCB so this is not applicable.

Do not ever show in holdings display

CIRCULATABLE

(ie, item can not be circulated between libraries)

handled by RTAC / availability checker

  1. item type maps to a DCB canonical item type of NONCIRC (tick)

  1. item code maps to a DCB canonical item type of NONCIRC (tick)

  1. item material type maps to a DCB canonical item type of NONCIRC (tick)

Do not ever permit these records to be requestable (ie, no Place hold button in Locate)

AVAILABLE

(ie, item is currently available for request fulfilment)

handled by RTAC / availability checker

  1. itemStatus.duedate is not empty (ie, is checked out) (tick)

  2. itemStatus.code != “-” (ie, “available”) (tick)

  1. circStatus != In (ie, is not checked out) or != Shelving (ie, is checked in and will soon be reshelved). (tick)

  1. circStatus != Available image-20240417-032024.png

Do not present these records as available for requesting WILL CHANGE

SELECTABLE

(ie, can be chosen by DCB to fulfil a hold)

handled by resolution workflow

  1. item has any holds image-20240417-032024.png

  2. item is from the same agency image-20240417-032024.png

  3. item is from the same server as the patron DCB-1102

  1. item has any holds image-20240417-032024.png

  2. item is from the same agency image-20240417-032024.png

  3. item is from the same server as the patron DCB-1102

  1. item has any holds image-20240417-032024.png

  2. item is from the same agency image-20240417-032024.png

  3. item is from the same server as the patron DCB-1102

Do not include these records when selecting best available record

Notes

  1. There is no requirement to prevent contribution of bibs based on item location

  2. There is no requirement to prevent contribution of bibs that have no items in requestable locations

  3. There is no requirement to prevent bibs in the shared catalog from being discovered (ie, appearing in search results)

  4. There is a post-launch requirement for Locate to display NONCIRC items where they otherwise not requestable REQUIREMENTS TBC

  5. There is no available mechanism to prevent displayable items from a Polaris system from being circulated based on the Loanable Outside System flag

  6. There is no available mechanism to prevent contribution or display of FOLIO items based on statcode.

Changes

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