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Comment: Added ring-down algorithm description

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

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).

Logic for Calculating the Effective Location

The determination of Effective Location is a ring-down algorithm. The first Location to be found in the following ring-down order will be used as the Effective Location

  1. Item Temporary Location
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location


Use Cases

Scenario 1:

...

 


Permanent

Temporary

Holding

A

...

 


Item

...

 

...

 



Effective location for item = A



  1. Item Temporary Location
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location ←


Scenario 2: 

...

 


Permanent

Temporary

Holding

A

B

Item

...

 

...

 



Effective location for item = B



  1. Item Temporary Location
  2. Item Permanent Location
  3. Holding Temporary Location ←
  4. Holding Permanent Location

Scenario 3:

 

Permanent

Temporary

Holding

A

B

Item

C

 

Effective location for item = C



  1. Item Temporary Location
  2. Item Permanent Location ←
  3. Holding Temporary Location
  4. Holding Permanent Location

Scenario 4:

...

 


Permanent

Temporary

Holding

A

B

Item

C

D

Effective location for item = D



  1. Item Temporary Location ←
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location

Scenario 5:

...

 


Permanent

Temporary

Holding

A

...

 


Item

B

...

 


Effective location for item = B



  1. Item Temporary Location
  2. Item Permanent Location ←
  3. Holding Temporary Location
  4. Holding Permanent Location

Scenario 6:

...

 


Permanent

Temporary

Holding

A

...

 


Item

 

B

Effective location for item = B



  1. Item Temporary Location ←
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location

Scenario 7:

...

 


Permanent

Temporary

Holding

A

B

Item

 

C

Effective location for item = C



  1. Item Temporary Location ←
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location

Scenario 8:

...

 


Permanent

Temporary

Holding

A


Item

B

C

Effective location for item = C



  1. Item Temporary Location ←
  2. Item Permanent Location
  3. Holding Temporary Location
  4. Holding Permanent Location


Other scenarios?