This is for personally getting organized

Open

[x] CU Boulder Holdings/Items Map
[x] #204

General Questions

[x] ~How will FOLIO work with RAPID and IDS software to determine real-time availability (RTAC).~ #51
[x] ~Known Item Searching: ILLiad addons (360 Core, z39.50, Publication Finder, RAPID, IDS, DOCLINE, Occam's Reader)~ Will need to work with Rapid and IDS to update configuration
[x] #74
[x] Borrowing Loans with variable due dates
[x] #71

RA Pod

[x] Mapping locations
[x] ~Mapping for addresses, user/patron groups Working Doc - Circ Rules and Settings FOLIO~ See #17 and #55
[x] ~Proposed Library Borrower Tiers and Loan Privileges 2021~
[x] Is Prospector in-scope for this pod?
[x] Are Self-checkout machines in scope for this pod? No, tracked in #12
[x] Ability to add more statuses in general (ILL/Prospector distinctions, view out locations).
[x] User Stories for FOLIO @ CU - renew, return, inventory report (running lists?), cancelling holds. What about adding bibs/instances for brief ILLs?
[x] Will need Inventory app to create brief bibs/instances
[x] ~How do you place a hold on an item? FOLIO Wiki Pages, Holds, and Recalls~ Deal with in RA and Disc Pods
[x] #118
[x] ~Find user account with the option of searching by ILLiad Username (currently in the "q" index in Sierra)~ Identikey is username in both systems
[x] Bulk delete item and bib records for ILL borrowed materials
[x] ~Where to input special messages for circulation, such as "Check for 2 pieces," etc.?~ Circulations notes are supported
[x] ~TN - Include in "Identifiers," Other; FOLIO needs to be able to read the barcodes on our yellow slips~ Need to make sure there is a good process for inputting these barcodes
[x] "Save and Close" did not seem to work. The screen just sits there and does nothing.
[x] ~TN - Include in "Identifiers," Other~ duplicate of two lines up
[x] ~Where to input the lender?~ Consider in #126
[x] ~Which drop down boxes need to have data that indicates it's an ILL?~ Consider in #126

Discovery Pod

INN-Reach Integration/Prospector

[x] Holdings and Items may have permanent and/or temporary location values. Locations are set at the holdings level and inherited by the item record, but can be overridden at the item record. From FOLIO Wiki
[x] Sharing a FOLIO instance with Law but having separate ILL and patron accounts (Sierra).
- One FOLIO, divided at the library location, and one discovery layer, and one ezproxy
- Will need to look at circ rules, patron groups
[x] Loan Policies in INN-Reach
[x] #128
[x] - How will EDS/Alma work with Prospector?
[x] Springer and Swank in Prospector - discuss

ILL Information Flows

LSP (Sierra/FOLIO) sends Holdings, RTAC(?) data to IDS/RAPID/EDS-PubFinder

Borrow flows

Patron initiates a request via ILLiad interface, or a request is input by an ILL staff member on behalf of a patron.
ILLiad receives request
Routing run on each request via:
1. Customization Manager (local routing)
2. RAPID
3. IDS If local holding found, either RAPID or IDS returns the request to us in the ILLiad system in one of several queues, usually Awaiting RAPID Local Request Processing or Awaiting IDS Local Request Processing.

IDS and RAPID use Z39.50 to accomplish these routines. We send our holdings to both IDS and RAPID. We also send holdings to Occam's Reader, but that runs external to ILLiad, unfortunately and so isn't involved in this process.

Sample requests: TN 1102667 - Print Loan (Awaiting Request Processing / Check Notes / Other) TN - eLoan TN - Print Article (Doc del / RAPID Local) TN 1103656 - Print Book Chapter (Doc del / IDS Local) TN 1102074 - e-Article (Doc del; RAPID Local) TN - e-Article (Doc del /IDS Local) TN - Book Chapter TN - Music Score TN - Thesis/Dissertation TN - Video/DVD
ILLiad queries IDS/RAPID/EDS-PubFinder for an item and it's availability
1. If the item is in the Library's collection, staff place a Hold on the item

culibraries / folio

Work to get list into proper Issues #52