Please note: This post highlights our current thinking on this feature. Please help us improve it — share your questions, constructive feedback and ideas in the comments below.
FOLIO will be implementing locations as follows:
- Permanent and temporary locations can be assigned at the holding level
- Locations from the holdings record are automatically inherited by any items associated with the holding
- BUT both permanent and temporary location can be overridden at the item level, if needed
- When item-level overrides are removed, the inheritance from the holding resumes
We are finalizing some item details mockups for how this will look for users which I will share when they are ready (see link in comments below). In the meantime, I wanted to validate the logic for how the effective location will be calculated.
The “effective location” is used by FOLIO and other integrated systems to know the current home location for the item. This will be used to determine the appropriate loan policy, where it needs to be reshelved etc. It is the effective location that will be displayed in other apps in FOLIO (e.g. Check out, Check in, Loans, Requests etc).
Please help us get this right by reviewing the proposed logic here: https://wiki.folio.org/display/RA/Effective+Location+Logic
In particular, take a look at scenario 3, as I am unclear as to the expected outcome here. I think I have covered the possible scenarios, assuming permanent location is required at the holding level and all other locations are optional. Please let me know if you think I have missed any.
Thanks in advance for your input!