• Stub

    • Patron Type

    Owned by Jag Goraya, created
    Last updated: Feb 07, 2024
    2 min read

    Names

    Name

    Guidance / Context

    Reference

    Name

    Guidance / Context

    Reference

    Common Name

    Patron Type

    Alternative Names

    • PTYPE

    • Patron Group (FOLIO)

    DCB Technical Name

     

    Provision

    Information

    Note

     

    Information

    Note

     

    Scope

     

    Owner

     

    Purpose

     

    DCB Implementation

    DCB Service and Client Adaptors

    How is this mapping used by DCB, and what to expect when it’s not right

    • Workflows: what use cases or workflows use the mapping and to what end

    • Technical: principal classes (or other technical elements) that apply in this case

    • Missing: what to expect when the mapping is missing

    • Incorrect: what to expect when the mapping is present but wrong

    FOLIO uses the DCB Reciprocal mappings facility to work out what the canonical patron type is for a patron record.

    • This lowers the burden for configuring FOLIO but can be counterintuitive at first.

    • The following row (fromContext, fromCategory, fromValue, toContext, toCategory, toValue) is used both to determine that the FOLIO patron type undergrad is mapped to canonical 240 but ALSO that canonical 240 is mapped to cs00000int_0004:undergrad.

    fromContext

    fromCategory

    fromValue

    toContext

    toCategory

    toValue

    fromContext

    fromCategory

    fromValue

    toContext

    toCategory

    toValue

    cs00000int_0004

    patronType

    undergrad

    DCB

    patronType

    240

     

    Workflow / Use Case

    Technical Reference

    Missing

    Incorrect

    Workflow / Use Case

    Technical Reference

    Missing

    Incorrect

     

     

     

     

     

     

     

     

    DCB Admin

    • Integration status: Not Integrated Viewable importable Editable

    • Tracking issue link: <LINK>

    • Admin page link: <LINK>

    Mapping Model

    • Type: Reference Numeric Range

    • Target Mapping Scope: System Spine DCB

    • Link to import template: <LINK>

    Mapping Structure

    • Fields: list expected source and destination fields, including additional fields.

    • Description: what the field represents, and where values may be sourced

    • Validation: describe expected data formats any validation expected applied

    • Example: provide good and bad examples in expected format and case

    Field

    Description

    Validation

    Example

    Field

    Description

    Validation

    Example

    fromContext

     

     

    Valid:

    Invalid:

    fromCategory

     

     

    Valid:

    Invalid:

    fromValue

    The value encoded as a STRING

     

    Valid:

    Invalid:

    toContext

     

     

    Valid:

    Invalid:

    toCategory

    The category, for PatronType mappings must be “PatronType”

    Must match DCB Canonical

    Valid: STAFF, PATRON, YOUNGADULT

    Invalid: UNDERGRAD, 240

    toValue

     

     

    Valid:

    Invalid:

    reciprocal

     

     

    Valid:

    Invalid:

    DCB Canonicals

    • Authorative Codebase Referent:

    • ANSI/NISOZ39.83-2-2012 v2.0.2 (NCIP) defines the two categories of user

      • Academic

        • Faculty

        • Graduate

        • Postdoc

        • Staff

        • Undergraduate

      • Public

        • Adult

        • Child

        • Senior

        • Staff

        • Young Adult

      • Staff is in common, leaving us with 4 levels of delineation

        • The challenge with Adult, Child and Senior is that these categories are derived from a property of the patron and are likely not good classifiers in their own right. They do exist nonetheless and form a reasonable “Spine” of values. Institutions will likely map them all onto “Adult”

    Value

    Interpretation

    Value

    Interpretation

    STAFF

    A member of an institution

    FACULTY

     

    GRADUATE

     

    POSTDOC

     

    UNDERGRADUATE

     

    ADULT

     

    CHILD

     

    SENIOR

     

    YOUNG_ADULT

     

    PATRON

    Any “standard” user if the identity providing org prefers a non-discriminating type

    NOT_ELIGIBLE

     

    Operated as a Community Resource by the Open Library Foundation