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Library staff can write their rules through a built-in circulation rules editor, available to staff in the Settings app through the FOLIO user interface.
FOLIO provides its own circulation rules system with defined criteria and logic, allowing libraries to decide how their items circulate. Libraries can write rules to specify:
When a defined set of criteria matches a circulation transaction, the policies that are attached to that criteria are then applied.
The circulation rules for the FOLIO installation exist in one file. Rules can be written in a nested format, to make them easier to read; libraries can use keywords to match on all or none for a particular criteria; and libraries can specify priority order for criteria if more than one rule matches.
Documentation on how to write rules can be found in the Github module at Circulation Rules
Describe decisions or implications that need to be considered when implementing this feature. Include topics such as order of operations during implementation or affects of implementing in a certain way.
The Circulation Rules editor does not have to be limited to tenant administrators or library IT.
Applicable permissions for users:
No action-based permissions currently apply to this section of FOLIO. If any are added, or if this is incorrect, please add them to this documentation.
Describe out of the box fields, including designed purpose, data requirements and validation, dependencies between fields.
Describe out of the box accordion menus, including purpose of the menus, customization options, and associated permission controls (if any)
Describe any workflows available through navigation menus, including purpose of the workflow, customization options, and associated permission controls.
The circulation rules for the FOLIO installation exist in one file per tenant, accessible through the circulation rules editor.
The UI displays a box for typing in your circulation rules. The editor has responsive features to help write the rules. For example, typing a criteria letter will then display options for the criteria value, which you can select from the drop-down that appears.
Commenting in the rules file is possible - a hash or slash starts a line comment.
When adding a criteria in the location tree, the Editor will provide a tool to allow staff to pick from the location hierarchy, and then pull in the code value for you.
There is a search box available for the Editor, but it is not currently working. See for the status of this feature.
No other search features for this area of FOLIO are currently implemented. if this changes, please update this documentation.
Describe available tasks that can be conducted in the app. To document those tasks, create a new page and link it to this page.
Describe action-based permissions that are connected to these functional workflows, if any.
Library staff will use the Circulation rules editor to create, edit, and delete circulation rules.
Documentation on how the circulation rules work is currently in Github at Circulation Rules
Describe available in-app reports, including parameters for the reports, and associated permissions.
If there are developed LDP reports/queries for this app / area of FOLIO, describe those reports as well.
List any fields that may not be available in the LDP (e.g., for privacy reasons.)
Describe any APIs that interact with the app. Provide links to the API / module information in Github.
Describe integrations that individual libraries may wish to develop for this app / area of FOLIO, if relevant.
If existing integrations have been developed by adopting libraries, provide links to the integration in Github or wherever the information can be found.