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7.1 DCB Patron Mapping: Difference between revisions

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{| class="wikitable"
{| class="wikitable"
| colspan="9" style="" class="col-blue-bg" |'''For borrowing local patron types map up to an NCIP Patron type then to an OpenRS patron type at the lending library'''
| colspan="9" style="" class="col-blue-dark-bg" |'''For borrowing local patron types map up to an NCIP Patron type then to an OpenRS patron type at the lending library'''
|-
|-
| colspan="9" style="" class="col-blue-bg" |'''For lending NCIP patron types are mapped down to an OpenRS patron type at the borrowing library'''
| colspan="9" style="" class="col-blue-dark-bg" |'''For lending NCIP patron types are mapped down to an OpenRS patron type at the borrowing library'''
|-
|-
| colspan="9" style="border-bottom-style:solid;" class="col-red-bg" |''FOLIO lending (is not edited)''
| colspan="9" style="" class="col-blue-dark-bg" |For simplicity look only at your patron groups in the "fromValue" column, the other settings would almost never change.
|-
| colspan="8" style="border-bottom-style:solid;" class="col-red-bg" |''FOLIO lending (is not edited)''
| rowspan="10" style="" class="" |'''FOLIO'''
|-
|-
| style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |fromContext
| style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |fromContext
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|toCategory
|toCategory
| colspan="3" style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |toValue
| colspan="3" style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |toValue
| rowspan="5" style="border-right-width:3px;border-bottom-width:3px;border-left-style:solid;border-right-style:solid;border-top-style:none;border-bottom-style:solid;" class="col-white-bg" |'''FOLIO'''
|-
|-
|DCB
|DCB
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| colspan="3" style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |SENIOR
| colspan="3" style="border-left-style:solid;border-right-style:solid;border-top-style:solid;border-bottom-style:solid;" |SENIOR
|-
|-
| colspan="9" style="border-top-style:solid;" class="col-green-bg" |''FOLIO borrowing (can be updated)''
| colspan="8" style="border-top-style:solid;" class="col-green-bg" |''FOLIO borrowing (can be updated)''
|-
|-
|fromContext
|fromContext
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|toCategory
|toCategory
| colspan="3" |toValue
| colspan="3" |toValue
|
|-
|-
|Library Name
|Library Name
|patronType
|patronType
|Student
|Missouri Student
|DCB
|DCB
|patronType
|patronType
| colspan="3" |UNDERGRADUATE
| colspan="3" |UNDERGRADUATE
|
|-
|-
|Library Name
|Library Name
|patronType
|patronType
|Faculty
|Missouri Faculty
|DCB
|DCB
|patronType
|patronType
| colspan="3" |FACULTY
| colspan="3" |FACULTY
|
|-
|-
| colspan="8" style="" class="col-white-bg" |
| colspan="9" style="" class="col-white-bg" |
|
|-
|-
| colspan="9" style="" class="col-red-bg" |''Polaris lending (is not edited)''
| colspan="8" style="" class="col-red-bg" |''Polaris lending (is not edited)''
| rowspan="8" |'''Polaris'''
|-
|-
|fromContext
|fromContext
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|toCategory
|toCategory
| colspan="3" |toValue
| colspan="3" |toValue
|
|-
|-
|DCB
|DCB
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|patronType
|patronType
| colspan="3" |9
| colspan="3" |9
|
|-
|-
|DCB
|DCB
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|patronType
|patronType
| colspan="3" |9
| colspan="3" |9
|
|-
|-
| colspan="8" style="" class="col-green-bg" |''Polaris borrowing (can be updated)''
| colspan="8" style="" class="col-green-bg" |''Polaris borrowing (can be updated)''
|
|-
|-
|From context
|From context
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|To context
|To context
| colspan="4" |Mapped value
| colspan="4" |Mapped value
|
|-
|-
|Library Name
|Library Name
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|DCB
|DCB
| colspan="4" |FACULTY
| colspan="4" |FACULTY
|
|-
|-
|Library Name
|Library Name
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|DCB
|DCB
| colspan="4" |NOT_ELIGIBLE
| colspan="4" |NOT_ELIGIBLE
|
|-
|-
| colspan="8" style="" class="col-white-bg" |
| colspan="9" style="" class="col-white-bg" |
|
|-
|-
| colspan="8" style="" class="col-red-bg" |''Sierra Lending (is not edited)''
| colspan="8" style="" class="col-red-bg" |''Sierra Lending (is not edited)''
|
| rowspan="9" |'''Sierra'''
|-
|-
|fromContext
|fromContext
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|toCategory
|toCategory
| colspan="3" |toValue
| colspan="3" |toValue
|
|-
|-
|DCB
|DCB
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|patronType
|patronType
| colspan="3" |238
| colspan="3" |238
|
|-
|-
|DCB
|DCB
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|patronType
|patronType
| colspan="3" |236
| colspan="3" |236
|
|-
|-
| colspan="8" style="" class="col-green-bg" |''Sierra borrowing (can be updated)''
| colspan="8" style="" class="col-green-bg" |''Sierra borrowing (can be updated)''
|
|-
|-
|From context
|From context
Line 159: Line 146:
|To context
|To context
| colspan="4" |Mapped value
| colspan="4" |Mapped value
|
|-
|-
|CALS
|CALS
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|DCB
|DCB
| colspan="4" |UNDERGRADUATE
| colspan="4" |UNDERGRADUATE
|
|-
|-
|CALS
|CALS
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|DCB
|DCB
| colspan="4" |STAFF
| colspan="4" |STAFF
|
|-
|-
|CALS
|CALS
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|DCB
|DCB
| colspan="4" |NOT_ELIGIBLE
| colspan="4" |NOT_ELIGIBLE
|
|-
|-
| colspan="8" style="" class="col-white-bg" |
| colspan="9" style="" class="col-white-bg" |
|
|-
|-
| colspan="8" style="" class="col-blue-bg" |Master lister of Patron Types
| colspan="9" style="" class="col-blue-bg" |'''Master lister of Patron Types'''
|
|-
|-
| style="" class="col-blue-light-bg" |''Sierra Numerical''
| style="" class="col-blue-light-bg" |''Sierra Numerical''
Line 195: Line 176:
| style="" class="col-blue-light-bg" |''Borrowing Limit''
| style="" class="col-blue-light-bg" |''Borrowing Limit''
| style="" class="col-blue-light-bg" |''NCIP Academic/Public''
| style="" class="col-blue-light-bg" |''NCIP Academic/Public''
| style="" class="col-blue-light-bg" |''DCB Name''
| colspan="2" style="" class="col-blue-light-bg" |''DCB Name''
|
|-
|-
|237
|237
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|10
|10
|Academic
|Academic
|UNDERGRADUATE
| colspan="2" |UNDERGRADUATE
|
|-
|-
|236
|236
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|20
|20
|Academic
|Academic
|GRADUATE
| colspan="2" |GRADUATE
|
|-
|-
|247
|247
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|20
|20
|Academic
|Academic
|POSTDOC
| colspan="2" |POSTDOC
|
|-
|-
|238
|238
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|30
|30
|Academic
|Academic
|FACULTY
| colspan="2" |FACULTY
|
|-
|-
|245
|245
Line 245: Line 221:
|30
|30
|Academic
|Academic
|STAFF
| colspan="2" |STAFF
|
|-
|-
|239
|239
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|10
|10
|Public
|Public
|YOUNG ADULT
| colspan="2" |YOUNG ADULT
|
|-
|-
|235
|235
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|20
|20
|Public
|Public
|SENIOR
| colspan="2" |SENIOR
|
|-
|-
|241
|241
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|30
|30
|Public
|Public
|ADULT
| colspan="2" |ADULT
|
|-
|-
|255
|255
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|0
|0
| -
| -
|NOT_ELIGIBLE
| colspan="2" |NOT_ELIGIBLE
|
|}
|}

Latest revision as of 21:26, 20 November 2025

For borrowing local patron types map up to an NCIP Patron type then to an OpenRS patron type at the lending library
For lending NCIP patron types are mapped down to an OpenRS patron type at the borrowing library
For simplicity look only at your patron groups in the "fromValue" column, the other settings would almost never change.
FOLIO lending (is not edited) FOLIO
fromContext fromCategory fromValue toContext toCategory toValue
DCB patronType ADULT Library Name patronType OpenRS 30 BOOK
DCB patronType CHILD Library Name patronType OpenRS Restricted
Library Name patronType OpenRS SLU-MERLIN 20 Book-AV DCB patronType POSTDOC
Library Name patronType OpenRS 20 BOOK DCB patronType SENIOR
FOLIO borrowing (can be updated)
fromContext fromCategory fromValue toContext toCategory toValue
Library Name patronType Missouri Student DCB patronType UNDERGRADUATE
Library Name patronType Missouri Faculty DCB patronType FACULTY
Polaris lending (is not edited) Polaris
fromContext fromCategory fromValue toContext toCategory toValue
DCB patronType YOUNG_ADULT Library Name patronType 9
DCB patronType STAFF Library Name patronType 9
Polaris borrowing (can be updated)
From context Lower bound Upper bound To context Mapped value
Library Name 1 1 DCB FACULTY
Library Name 4 4 DCB NOT_ELIGIBLE
Sierra Lending (is not edited) Sierra
fromContext fromCategory fromValue toContext toCategory toValue
DCB patronType FACULTY Library Name patronType 238
DCB patronType GRADUATE Library Name patronType 236
Sierra borrowing (can be updated)
From context Lower bound Upper bound To context Mapped value
CALS 0 1 DCB UNDERGRADUATE
CALS 3 5 DCB STAFF
CALS 6 6 DCB NOT_ELIGIBLE
Master lister of Patron Types
Sierra Numerical Sierra/Polaris name FOLIO Name Books allowed AV Allowed Borrowing Limit NCIP Academic/Public DCB Name
237 MOBIUS 10 BOOK-AV OpenRS 10 BOOK-AV Yes Yes 10 Academic UNDERGRADUATE
236 MOBIUS 20 BOOK-AV OpenRS 20 BOOK-AV Yes Yes 20 Academic GRADUATE
247 SLU-MERLIN 20 Book-AV OpenRS SLU-MERLIN 20 Book-AV Yes Yes 20 Academic POSTDOC
238 MOBIUS 30 BOOK-AV OpenRS 30 BOOK-AV Yes Yes 30 Academic FACULTY
245 SLU-MERLIN 30 Book-AV OpenRS SLU-MERLIN 30 Book-AV Yes Yes 30 Academic STAFF
239 MOBIUS 10 BOOK OpenRS 10 BOOK Yes No 10 Public YOUNG ADULT
235 MOBIUS 20 BOOK OpenRS 20 BOOK Yes No 20 Public SENIOR
241 MOBIUS 30 BOOK OpenRS 30 BOOK Yes No 30 Public ADULT
255 MOBIUS Restricted OpenRS Restricted No No 0 - NOT_ELIGIBLE
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