Patron Type Mapping File

The Patron Type Mapping File on the INN-Reach Central Server maps all local patron types (P TYPEs) to central P TYPEs. INN-Reach uses this file (along with the Item Type Mapping File) to determine whether a requested item can be borrowed via INN-Reach circulation. INN-Reach uses the mapped value as the P TYPE in a virtual patron record.

When a patron requests an item for INN-Reach Circulation Loan, the INN-Reach Central Server needs to know the central P TYPE to use for the patron (based on the patron's P TYPE on their Local Server). The central P TYPE, along with the central I TYPE, determines whether or not a requested item can be borrowed (an item's local shelving location is not taken into account). To determine the central P TYPE to use, INN-Reach looks up the local P TYPE in the Patron Type Mapping File.

Central System Administrators maintain the Patron Type Mapping file.

Data Elements

Each entry consists of the following elements:

CAMPUS CODE

The Local Server code. There must be at least one entry in this file for each Local Server contributing to the INN-Reach System. Typically, there is more than one entry per Local Server. Local Server entries must be added in alphabetical order by CAMPUS CODE. All entries for a given Local Server must be grouped together.

CAMPUS PTYPE RANGE

A range of local patron types. This value can be a single local P TYPE (for example, 7) or a range of local P TYPEs (for example, 8-209). All P TYPEs (0-1999) for each Local Server must be included in this file once, even if certain local P TYPEs are not used at a particular site. Local P TYPEs that are not used at a particular site must be mapped to non-circulating central P TYPE(s). For a given Local Server, local P TYPEs are entered in numeric order.

CENTRAL PTYPE

The central patron type. This value can be a single central P TYPE only. P TYPEs in the range 200-240 are reserved for INN-Reach Circulation. A given Local Server is not required to use every central P TYPE. Your INN-Reach System defines the central P TYPE values. For example:

200 - INN-Reach Undergrad
201 - INN-Reach Graduate
202 - INN-Reach Faculty
203 - INN-Reach Staff
204 - INN-Reach Courtesy/Permit
205 - INN-Reach Affiliated Fac/Staff
206 - INN-Reach Locally Restricted
210 - INN-Reach Test - Borrowing
211 - INN-Reach Test - Non-borrowing

VISITING PTYPE

A central patron type. This field can be blank; if used, enter a single central P TYPE in this field.

Use this field if your INN-Reach System want to assign visiting patrons a central P TYPE that differs from the central P TYPE assigned to patrons borrowing via the INN-Reach Catalog. Mapping visiting patrons to different central P TYPEs enables sites to:

• Assign different loan rules to visiting patron borrowing than to patrons who request items via the INN-Reach Catalog.
• Generate separate statistics about visiting patron borrowing.

For example:

Central P TYPE	Visiting Patron Central P TYPE
200 - INN-Reach Undergrad	220 - Visiting Patron Undergrad
201 - INN-Reach Grad	221 - Visiting Patron Grad
202 - INN-Reach Fac/Staff	222 - Visiting Patron Fac/Staff
203 - INN-Reach Other	223 - Visiting Patron Other
204 - INN-Reach Public	224 - Visiting Patron Public
205 - INN-Reach Public Staff	225 - Visiting Patron Public Staff
206 - INN-Reach Public Other	226 - Visiting Patron Public Other
207 - INN-Reach Non-circ	227 - Visiting Patron Non-circ

In the above example, each site must add Loan Rule Determiner table lines that pair local I TYPEs with P TYPEs 220-227.

When assigning visiting patron P TYPEs, Central System Administrators must observe the following guidelines:

• To prevent patrons from a particular site from borrowing items as visiting patrons, map local P TYPEs for that site to a non-borrowing visiting patron P TYPE.
• If one of the Local Servers in your INN-Reach System belongs to multiple INN-Reach Systems, determine whether there are any conflicts between the P TYPEs used on the other INN-Reach system and those you are considering for use as visiting patron types.
• If the number of unused P TYPEs available at Local Servers is insufficient to duplicate the full range of central P TYPEs, map the central P TYPEs to a limited number of visiting patron P TYPEs.