Testing FOLIO circulation -- draft

Owned by Tim Auger
Last updated: Feb 09, 2024
1 min read

Placeholder page until we have an end-to-end in hand.

During the beta testing phase, please be aware that updates to member records and transactions will take between 2-5 minutes to complete.

Introduction

The intention of this round of testing is to cover the major use cases for resource sharing via DCB. What is reflected “in scope” is approximately 80% of the use cases required to have a complete solution supporting resource sharing. Over the coming months, the remainder of the use cases will be developed, tested and then supported on-going for Sierra, FOLIO, FOLIO ECS and Polaris.

In scope

  • FOLIO libraries

  • Item request workflow

  • Full happy path circulation lifecycle

    1. Lending workflow

    2. Borrowing workflow

  • Patron cancellation of a request

    • FOLIO workflow

    • LOCATE

    • EDS

Not in scope

  • Sierra, Polaris platforms

  • Volume-level requesting

  • Patron eligibility/blocks

  • Pickup anywhere

  • Geographic proximity item selection

  • Item owning site cancellation

  • Transfer to another item

  • Renewals

  • Holds

Operated as a Community Resource by the Open Library Foundation