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Functional Area

App

Description

Limitations

Acquisitions

Orders

allows the user to select a list of closed/open/pending purchase orders and export the results to CSVexport as a CSV the results of their search

-max X records

Acquisitions

Invoices

allows the user to export as a CSV the results of their search

AcquisitionsFinance/ERM

Licenses

allows the user to export as a CSV the results of their search

Inventory/Circulation

Inventory

In transit report will export as a CSV any item with the status of “In transit”

Requests/Circulation

Requests

Hold Shelf clearance report will provide a list of items with the status of awaiting pickup for the service point that the user has currently selected. The CSV export has the request status and item information.

Requests

Requests

allows the user to export as a CSV the results of their search

Circulation

Circulation log

allows the user to export as a CSV the results of their search

Metadata

Inventory/Source Record Storage

Using a list of identifiers, the user can export instances, marc bib srs, holdings, and/or item information as MARC21 files

FOLIO Applications

FOLIO Reporting App - The Reporting app provides a FOLIO interface for interacting with an LDP database. There are two section to the app, the Query builder and Saved queries. The Query builder allows you to build a query with the option to save it for later use. Saved queries allows you to load a previous query into the Query builder to start editing or run.

FOLIO Lists App - The Lists App in FOLIO allows users to create and manage lists of information from specific records. See the working group page for more information such as roadmap and specifications. The first release was Lists App Beta in Poppy.

Other Tools Associated with Reporting

API - using a tool to use the API to get data from the FOLIO applications (Postman, CQL, Python, LDLite, etc.). There is the MARC Query Search API (this has known performance issues).

Questions

-Does LDLite support reports used in the Reporting App?

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