Configuration

There are a number of db tables that must be set up before titles (instances), call numbers (holdings), and barcodes (items) can be loaded into FOLIO. Whether required by the system or by the way that we want and/or need to use the system they should all be set up before the process of loading bibliographic data begins. See also instance/holdings/item requirements. They include:

• Instance
  • Alternative title types
  • Contributor name types
  • Contributor types
  • Formats
  • Identifiers
  • Instance note types
  • Instance statuses
  • Mode of issuance
  • Nature of content
  • Resource types
  • URL relationship
• Holdings
  • Call number types
  • Holdings note types
  • Locations
    • Institutions
    • Campuses
    • Libraries
    • Locations
      • Service points
• Items
  • Loan types
  • Material types
  • Notes

There are fewer checkboxes that are relevant to Users:

• Note types
• Users
  • Address types
  • Patron groups (usergroups)

Checked boxes indicate that the db table has been loaded.