/
From Contribution to Selectable
  • Current and Stable

    • From Contribution to Selectable

    Owned by Jag Goraya
    Last updated: Jan 24, 2025
    3 min read

     

    All records are

    Unless on Sierra systems …

    Unless on Polaris systems …

    Unless on FOLIO systems …

    … in which case

    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

    2. bib.fixedField = catalogue host defined (eg, bcode3 = x) DCB-869

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

    1. DCB-1701: Use FOLIO instance 99x MARC field to control display or suppression in DCBDraft TO BE SCHEDULED

    Do not ever ingest these bib records to the DCB shared catalog

    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

    2. item.fixedField = catalogue host defined (eg, icode2 = s) DCB-869

    3. item has been deleted

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

    5. Agency is not associated with a Host LMS

    6. Agency is not enabled for supplying

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

    2. item has been deleted (where mapped)

    3. item has a shelving location that is not mapped to an agency in DCB DCB-1114

    4. item does not have a shelf location defined and the host lms does not a default agency code DCB-1614

    5. Agency is not associated with a Host LMS

    6. item is in a suppressed collection DCB-1527

    7. Agency is not enabled for supplying

    1. suppressedFromDiscovery = true

    2. item does not have a shelving location mapped to an agency in DCB 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

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

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

    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) SEE DCB-1725 CHANGE NOTE

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

    1. circStatus != In (ie, is not checked out) or != Shelving (ie, is checked in and will soon be reshelved). SEE DCB-1725 CHANGE NOTE

    1. circStatus != Available SEE DCB-1725 CHANGE NOTE

    Do not present these records as available for requesting Will change SEE DCB-1725 CHANGE NOTE

    SELECTABLE

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

    handled by resolution workflow

    1. item has any holds image-20240417-032024.png SEE DCB-1725 CHANGE NOTE

    2. item is from patron’s agency image-20240417-032024.png

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

    4. item is from a cancelling supplier DCB-1411

     

    1. item has any holds image-20240417-032024.png SEE DCB-1725 CHANGE NOTE

    2. item is from patron’s agency image-20240417-032024.png

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

    4. item is from a cancelling supplier DCB-1411

    1. item has any holds image-20240417-032024.png SEE DCB-1725 CHANGE NOTE

    2. item is from patron’s agency image-20240417-032024.png

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

    4. item is from a cancelling supplier DCB-1411

    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.

    7. DCB-1528 will provide support for including items from patron’s own agency in SELECTABLE pool.

     

    Changes

    • May 24, 2024 Items on same host lms are not prevented from being selected (DCB-1102).

    • Jun 20, 2024 Mechanism for bib and item suppression rulesets introduction (DCB-869)

    • Oct 30, 2024 Polaris suppression extended to prevent Collections from being added to union catalog, as defined by host lms rulesets (DCB-1527)

    • Nov 28, 2024 Updated FOLIO bib suppression from to TBC pending confirmation of how FOLIO indicates suppressed bibs.

    • Dec 18, 2024 Exclude catalog records from a cancelling supplier during request re-resolution (DCB-1411) - these are not considered SELECTABLE.

    • Dec 18, 2024 Items that are checked out or have holds are now SELECTABLE if the functional setting to SELECT_UNAVAILABLE_ITEMS is enabled (DCB-1725) NEEDS FOLIO UPDATE MATRIX UPDATE TO FOLLOW

     

    Operated as a Community Resource by the Open Library Foundation