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| Link / File | Resource Name / Information about how it can be used | Contact for more questions |
|---|---|---|
| Basic FOLIO Location Intro.pptx | Basic FOLIO Locations Intro - this was used in a small working group that decided how Duke was going to map Aleph location data to FOLIO location data. Used in Spring 2020. | |
| Intro to Service Points.pptx | Basic Introduction to FOLIO Service Points - this was used at Duke with a Resource Access implementation team to understand what service points are and how they are intended to be used. Used in Spring 2020. | |
| Capturing+Configurations.doc | Word Doc - instructions on how to use Google Developer tools to capture JSON when you are configuring FOLIO settings. Because FOLIO settings are not backed up into the LDP, it's a good idea to keep a copy of the work you are doing, unless you know that your hosting environment is doing it for you. | |
| Training Curriculum Plan (Draft) | From Duke - this is an in-progress glimpse at plans for training a large set of academic libraries with varying reporting timelines and needs. Uploaded March 2021. | |
| FOLIO Fun Facts | From Cornell - we send a "fun fact" out via e-mail once a week and add it to this page | Laura E Daniels |
Metadata Management
| Link / File | Resource Name / Information about how it can be used | Contact for more questions |
|---|---|---|
| Searching InventoryCornell Technical Services Training Materials | From Cornell – basic searching, some query searching, some sample query searches that can be copied/pasted (note that query searches are out of date) | Laura E Daniels |
| Non-MARC instance records in Inventory | From Cornell – creating/editing Instances with no underlying source data | Laura E Daniels |
| Working with Holdings Records | From Cornell – creating, editing, deleting, and moving holdings records | Laura E Daniels |
| Working with Item Records | From Cornell – creating, editing, deleting, and moving item records | Laura E Daniels |
| Working in quickMARC | From Cornell – pretty minimal as we don't plan to do much bibliographic editing locally | Laura E Daniels |
Resource Management
Resource Management SIG group members share documentation and resources with each other in a Google drive, linked here:
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| Link / File | Resource Name / Information about how it can be used | Contact for more questions | ||||
|---|---|---|---|---|---|---|
| https://drive.google.com/file/d/1dri7s2_xZvhcgzjQCNeht-1wqQcPg2KS/view?usp=sharing | FOLIO: Settings Related to Acquisitions Apps (This was created just before the release of Honeysuckle and contains references to the Honeysuckle release.) | |||||
| https://drive.google.com/file/d/1L-5pG28m9k_U7kn_hI2aJszPTrDGhYup/view?usp=sharing | FOLIO ERM: Getting Started (This was created for EBSCO libraries, so contains references to the eHoldings app, but could be easily edited locally to speak to local KB usage.) | |||||
| https://drive.google.com/file/d/1Vs_dvEYsXeRby3AzjlqFPLMmIt4LOyKw/view?usp=sharing | FOLIO: Organizations App | |||||
| https://drive.google.com/file/d/192CyWiM-WTt4y_h0DdJVuQijRz1Su561/view?usp=sharing | FOLIO ERM: Licenses App | |||||
| https://drive.google.com/file/d/1Pkz-zR7u0xvp_w1tbpfAFhfm1n2KrNG0/view?usp=sharing | FOLIO ERM: Agreements App | |||||
| https://drive.google.com/file/d/1Rno0r6-Nj9hk6T6StHhFHokU8h4w18zt/view?usp=sharing | FOLIO ERM: eHoldings App (This is a document for FOLIO libraries using the EBSCO KB in the eHoldings app.) | |||||
| https://drive.google.com/file/d/1CPt3r1A_mtXzLIcLN0NpJo_aasRNpN37/view?usp=sharing | FOLIO: Orders App | Molly Driscoll or Dennis Bridges | ||||
| https://drive.google.com/file/d/157g3fx74GvdO0U52-inwtLecrE5exVxO/view?usp=sharing | FOLIO Acquisitions: Adding an Expense Class to a Budget | Molly Driscoll | ||||
| https://drive.google.com/file/d/1Z1jdry-P5i0KKQ5duVaa37kmldA8v3jY/view?usp=sharing | FOLIO Acquisitions: Performing a Manual Voucher Export | Molly Driscoll | ||||
| Dive Deeper: Acquisition Units (created July 2023) - PowerPoint (This was created to facilitate a discussion with one of the libraries I was training in response to questions they had and shared here for pieces that may be of general interest.) | Molly Driscoll |
Resource Access and User Management
| Link / File | Resource Name | Contact for more questions | |||
|---|---|---|---|---|---|
| https://docs.google.com/spreadsheets/d/1rNTZ7j_A18RJW15fn8tGqvPER7NpMhYnsuUovkSmRk8/edit?usp=sharing | This was developed and used with the RA SIG in 2018 as part of planning development of additional circulation rules, and is a useful template for libraries who are beginning their circulation rule planning process. | (OLD ACCOUNT) Erin Nettifee | |||
| FOLIO: Settings Related to Circulation Apps | |||||
| https://drive.google.com/file/d/1zpjTBKbuTdCSUPRW1wNCe2wRrV_wvdwr/view?usp=sharing | Creating a Staff User in FOLIO (This was created for ERM-only libraries so does not currently reference assigning service points.) | ||||
| https://docs.google.com/document/d/1UEYLP-8lkfCY8asbjwKQ_UfX1V60J1tHgU-O0SVq31s/edit?usp=sharing | CUL Access Services FOLIO Tutorial #1 (introductory tutorial for Cornell access services staff which covers FOLIO terminology, logging in to FOLIO, searching for patrons and items, and checking items in and out) | https://cornell.zoom.us/rec/play/pOENWGvwN8lMVVH7zyPPxMknq52-8fhinxag_ClGDRBPd8gXHYbk_9mZJKTzym9U454FC-iNd9fzCmg.SP5-L_ehL2SQnUm0?continueMode=true | Video to accompany CUL Access Services FOLIO Tutorial #1 | ||
| https://docs.google.com/document/d/1ISroYkU8m0a8xwkeBW770RdGwA8fCsGqyGs58Rqqv50/edit#edit?usp=sharing | CUL Access Services FOLIO Tutorial #2 (covers searching in Inventory and requests) | https://cornell.zoom.us/rec/play/mbbi2qqwe_23IyA24Oa-Yq2wjXu3OjKE9vGB2MM2p2_pTA2taOKyWvZU7HLnifFLaYTmW5uLNhe-5UVn.Ron03NOLZA4RdD6X?continueMode=true | Video to accompany CUL Access Services FOLIO Tutorial #2 | ||
| https://docs.google.com/document/d/1TRbJ56NCRD3B_tm-SaTjLcpyNMx6aT_QFICnGzQGPdg/edit?usp=sharing | CUL Access Servies Services FOLIO Tutorial #3 (covers blocks, basic fines/fees, notes, and tracers/changing statuses, e.g. marking something as missing) | Andy Horbal | |||
| https://docs.google.com/document/d/1qj0cKm4_xJ0Pyce8AcMclUy0qltWV3ImQZADgrEADXs/edit?usp=sharing | CUL FOLIO Access Services Manual | Andy Horbal | |||
| https://drive.google.com/file/d/1jXCvfphbkf4l5uhXYY_3bgkX0-JSViQe/view?usp=sharing | FOLIO Circulation: Billing a User for a Damaged Item | Molly Driscoll | |||
| https://drive.google.com/file/d/1xFaZzecTO-Opjfgu7F8xidv04cFmLJw4/view?usp=sharing | FOLIO User Management: Notes Options on User Records | Molly Driscoll |
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