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Jun 25, 2026

Heratio Help Center article. Category: GLAM Sectors.

Heratio - Library Module: Complete Guide

Version: 2.0.0 Date: May 2026 Author: The Archive and Heritage Group (Pty) Ltd

This is the umbrella guide to Heratio's Library (Integrated Library System) module. Each major area links to its own detailed help article.

Table of Contents

  1. Overview
  2. Cataloguing
  3. MARC Editor
  4. Serials
  5. Circulation
  6. Patrons
  7. Inter-Library Loan (ILL)
  8. Acquisitions
  9. KBART Vendor Feeds
  10. Z39.50 / SRU
  11. BIBFRAME
  12. FRBR Work-Set Clustering
  13. COUNTER / SUSHI Usage
  14. Reports
  15. ISBN Providers
  16. Standards Conformance

1. Overview

The Library module turns Heratio into a full ILS for the Gallery/Library/Archive/Museum sector. It manages bibliographic records, serials, circulation, patrons, acquisitions, inter-library loans, e-resource usage statistics, and interoperability with the wider library ecosystem (MARC21, BIBFRAME, FRBR, KBART, Z39.50/SRU, COUNTER/SUSHI).

Surface URL
Public catalogue browse /library, /glam/browse?type=library
Admin dashboard /library-manage/index
Library settings /admin/settings/library, /admin/settings/ahg/library

Library records are library_item rows attached to information_object, so a library item is a first-class archival description with library-specific fields layered on.

2. Cataloguing

Create and edit bibliographic records with full MARC/RDA-aligned fields: title, statement of responsibility, edition, publication (264), physical description (300), series, ISBN/ISSN/LCCN/OCLC, classification (Dewey/LCC/Cutter), subjects, notes, and holdings.

  • AI subject suggestions are available on the edit form (ranked by relevance + usage).
  • Book covers are fetched + cached via the cover proxy (/library/cover-image/{isbn}) so the patron's IP is never exposed to the upstream cover service.
  • Authority control: each creator is upserted to an actor (Authority Record) and linked.

3. MARC Editor

/library-manage/marc - import, view, edit and export MARC21 records.

  • Import: /library-manage/marc/import (MARCXML or binary .mrc)
  • Edit: /library-manage/marc/{id}/edit - field/subfield editor
  • Export: /library-manage/marc/{id}/download (MARCXML) + /download-binary (.mrc)

See also: the MARC21 import help article.

4. Serials

/library-manage/serials - manage periodical subscriptions and predicted issues.

  • Create / edit serials with frequency (weekly through irregular), ISSN, publisher, status (active / ceased / suspended).
  • Coverage (/serial/{id}/coverage), prediction (/serial/{id}/predict) of expected issues, subscription tracking (/serial/{id}/subscription).
  • Overdue claims (/serial/overdue-claims) - issues expected but not received.
  • Expected-issue generation runs on a schedule (ahg:library-serial-expected).

5. Circulation

/library-manage/circulation - checkouts, returns, holds, renewals.

  • Loan rules (/circulation/loan-rules) - per-material-type loan periods + fine rates.
  • Overdue (/circulation/overdue) - overdue items + fine calculation.
  • Scheduled housekeeping: hold expiry (02:30), patron expiry (02:45), fine calculation (03:15), all daily and individually toggleable in library settings.

6. Patrons

/library-manage/patrons - library membership records, distinct from research-portal researchers.

  • Membership expiry with grace period; auto-expire runs daily.
  • Patron view (/patron/{id}), reactivation flow.

7. Inter-Library Loan (ILL)

/library-manage/ill - ISO 10160/10161-aligned ILL request state machine.

  • Patron self-service request (/opac/ill/create), staff queue, per-request transitions (/ill/{id}/transition).
  • Tipasa configuration under /ill/settings.
  • Overdue ILL reporting via ahg:library-ill-overdue.

8. Acquisitions

/library-manage/acquisitions - orders, budgets, batch capture.

  • Purchase orders (/acquisition/order/{id}), budget tracking (/acquisition/budgets), batch capture (/acquisition/batch-capture).

9. KBART Vendor Feeds

/library-manage/kbart - import title lists from content providers (NISO RP-9-2014 KBART Phase II).

  • Manual TSV upload (/kbart/import) with preview + commit.
  • Remote feeds (/kbart/remote): register a vendor's hosted KBART URL; Heratio fetches, parses, dedupes, and imports it.
  • Automated refresh: daily at 01:00, with per-feed refresh_frequency, change detection, librarian notifications, and a fingerprint short-circuit for unchanged feeds.
  • Refresh log (/kbart/remote/log): per-fetch history with +added / -removed / changed deltas.

Detailed article: KBART Remote Feeds & Automated Refresh.

10. Z39.50 / SRU

Bibliographic search interoperability (NLSA LMS Tender §7.1).

  • Z39.50 client (/z3950): search remote targets (LoC, BL, etc.), import MARC21 records.
  • SRU 2.0 server (/sru): exposes the Heratio catalogue to federated discovery clients. Supports explain + searchRetrieve, CQL queries, MARC21 + Dublin Core record schemas.
  • Native binary Z39.50 daemon: optional YAZ sidecar (see operator runbook).

Detailed article: Z39.50 Bibliographic Search.

11. BIBFRAME

/bibframe - the Library of Congress linked-data model (Work / Instance / Item).

  • Bidirectional MARC21 <-> BIBFRAME conversion; RDF/XML, Turtle, JSON-LD export.
  • Graph-aware editor (/bibframe/editor/{id}) for Work/Instance/Contribution/Topic.
  • Open Discovery Initiative (NISO RP-19-2020) conformance statement.

Detailed article: BIBFRAME 2.0 Integration.

12. FRBR Work-Set Clustering

/frbr - groups multiple editions/translations/formats of one intellectual Work into a single search hit.

  • Work-key generation + ES indexing; GLAM browse collapses clusters with a "View all N editions" expander linking to /library/work-cluster/{key}.
  • Cataloguer force-group / force-split overrides (/admin/frbr/overrides).

Detailed article: FRBR Work-Set Clustering.

13. COUNTER / SUSHI Usage

/library-manage/usage - vendor-neutral e-resource usage statistics (COUNTER R5 + SUSHI 5.0).

  • Report types: TR, DR, PR, IR, TR_J1, TR_J3 (/usage/tr, /usage/dr, ...).
  • SUSHI client: harvest reports from vendors (/usage/harvest, /usage/subscriptions).
  • SUSHI server: publish Heratio's reports at /api/sushi/r5/*.
  • Per-event capture (page view, link click, download) via the usage-tracker beacon.
  • Scheduled monthly email delivery (ahg:library-email-usage-reports).

Detailed article: COUNTER 5 + SUSHI Usage Statistics.

14. Reports

/library-manage/reports - catalogue analytics: by call number, creator, publisher, subject, and full catalogue export.

15. ISBN Providers

/library-manage/isbn-providers (+ /admin/library/isbn-providers) - configure the upstream metadata + cover providers used by ISBN lookup (/library-manage/isbn-lookup). Toggle, edit, prioritise providers.

16. Standards Conformance

The Library module implements or interoperates with:

  • MARC21 / MARCXML + RDA - cataloguing
  • BIBFRAME 2.0 - linked-data interchange
  • FRBR / IFLA LRM - work-set clustering
  • Dublin Core, MODS - metadata crosswalks
  • KBART Phase II (NISO RP-9-2014) - title-list exchange
  • Z39.50 (ISO 23950) + SRU 2.0 - federated search
  • COUNTER R5 + SUSHI 5.0 (NISO Z39.93) - usage statistics
  • Open Discovery Initiative (NISO RP-19-2020) - discovery transparency
  • ISO 10160/10161 - inter-library loan
  • Z39.50 Bibliographic Search
  • BIBFRAME 2.0 Integration
  • FRBR Work-Set Clustering
  • COUNTER 5 + SUSHI Usage Statistics
  • KBART Remote Feeds & Automated Refresh
  • AI Library Assistant
  • Caption & Subtitle Track Management
  • MARC21 Import
  • ORCID Integration (for researcher authorship)