Library Automation: Connect Catalogs, Circulation, and RFID
Working record | Updated October 3, 2026
Guide: https://yenra.com/library-automation/

Purpose: Map catalog, item, borrower and circulation records, then plan a controlled system migration and test RFID/self-service connections.

Instructions
1. Save a separate copy for each site, job or configuration. Use test aliases where records concern people or payments.
2. Fill each field with a result and its evidence reference. Mark unknown items UNRESOLVED; do not infer a pass.
3. Record the configuration, document revision and date behind each result. Keep credentials and sensitive records in approved systems rather than this worksheet.
4. Assign unresolved items an owner and next action. Sign off only within the scope actually verified.
5. Recheck affected fields after the configuration, supplier or requirements change.

Evaluation name: 
Date and reviewer: 
Scope and intended decision: 

1. Source and target system/version: 
   Evidence/reference and result: 

2. Item identifier mapping and leading-zero handling: 
   Evidence/reference and result: 

3. Branch/status mapping: 
   Evidence/reference and result: 

4. Interface/version and supported messages: 
   Evidence/reference and result: 

5. Protected transport and service-account owner: 
   Evidence/reference and result: 

6. Export cutoff and subsequent transaction handling: 
   Evidence/reference and result: 

7. Test item and borrower aliases: 
   Evidence/reference and result: 

8. Check-out/check-in/renewal outcomes: 
   Evidence/reference and result: 

9. Hold and transfer destination: 
   Evidence/reference and result: 

10. Unknown-tag and interruption results: 
   Evidence/reference and result: 

11. Record counts and relationship spot checks: 
   Evidence/reference and result: 

12. Rollback reconciliation owner: 
   Evidence/reference and result: 

13. Staff signoff and remaining issues: 
   Evidence/reference and result: 

Illustrative example from the guide (fictional, not a test result)
Invented example: one successful read, a different shelving destination Copy DEMO-017 belongs to Branch North and is returned at Branch South. Its RFID label is read correctly. The circulation system accepts the return and identifies a pending hold at North. A useful self-service result tells the patron that the return completed and directs staff to the hold/transfer workflow. A sorter sending the book to an ordinary shelf would still leave the overall task wrong.

Decision: ACCEPT / REVISE / HOLD
Decision scope and rationale: 
Unresolved item / owner / next action / due date: 
Approved by and date: 
Change that requires review: 

Primary references (verify applicable revision and scope)
https://www.niso.org/standards-committees/ncip
https://koha-community.org/manual/24.05/en/html/apis_protocols.html