Consortium Filter

Consortia Filtering

Status:	unknown
Sponsored by:	Oslo
Developed by:	Peter Lorimer
Expected for:	2011-03-31
Bug number:	Bug 5806
Work in progress repository:	No URL given.
Description:	Allow filtering of biblios, patrons and codes for consortia. We plan for many schools to share the one koha database and code. Libraries should only be able to view their own items, patrons and codes. A lot of the filtering functionality is provided already by the Independent Branches and SearchMyLibrary sysprefs. Add new ApplyConsortiumFiltering syspref to compliment Independent Branches and SearchMyLibrary. Specification System Preferences Requirement: New syspref “ApplyConsortiumFiltering” On/Off. Searching/Opac While libraries in the consortia will only want to see their own items, one of the requirements is for libraries to be able to view biblios that refer to shared resources - typically these would be electronic documents, websites, electronic resources etc. These biblios would not ever have an item record because they do not refer to a physical item. There is a facility in Marc21 to encode position 6 of the 000 tag to reflect “Type of record”. If the biblio record contains an “m” in this position (Computer File) , display in Search results if ApplyConsortiumFiltering=On OPAC We need a facility where students can select their school and search their database without having to log in. (Few if any students are issued with library/student cards). Add an option to the Opac Homepage to allow students to select their library from the consortium without logging in. Search results can then be filtered using the SearchMyLibrary syspref. Codes Each library will have their own unique set of codes, patron types and categories, item types, authorised values etc. Each library should only be able to view/edit their own codes. Codes added to the system should have the Library code prepended to the code – e.g. an item type of Non-Loanable might have a code of NL. The School Library has a code of DUB for Dublin. In the consortium database the code would be stored as DUB.NL. Each code maintenance module will filter codes based on the user’s library code if ApplyConsortiumFiltering=On. Cataloguing Independent Branches will limit users to editing only their own items, however all items are listed, in a large consortia this list could have many items. If ApplyConsortiumFiltering=On only show items from the user’s library. Administration In Administration, libraries and groups – If ApplyConsortiumFiltering=On users should only see their own library listed. Circulation When creating/editing patron records users should only see the home branch code and the Patron Categories attached to that code. To ensure that cardnumbers are unique across all schools in consortia, prepend library code to cardnumber. In Checkout, only display list of names of borrowers belonging to current library