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High Level - MARC Features List

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About this page:  The official list of features that support using FOLIO to manage MARC records. This list includes available features and planned features for next 1-3 releases. *subject to change

Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)Lotus (released)Morning Glory (released)Nolana (released)Orchid (released)

Poppy*


Q* (in planning)

Data Import: Import MARC Bib records (batch or single).  > Create action

X









Data Import: Import MARC Bib records (batch or single).  > Update actionX







Data Import: Import MARC Bib records (batch or single).  > Modify actionX







Data Import: Enforce MARC bib field data protection (requires additional development in a future release) 

partial









Data Import: Override MARC bib field data protection (requires additional development in a future release)

partial









Data Import:  Imported MARC Bib record creates/updates an Inventory instance record. SRS MARC bib record serves as source of truth 

X









Data import: Imported MARC Bib record creates/updates Inventory holdings and/or item record. SRS MARC Bib is not the ongoing source of truth for these (holdings and items) records

X









Bib: Single MARC bib editor (aka quickMARC) - ability to edit a MARC bib record

X









Bib: quickMARC - derive a new MARC bib record (NOTE: functionality supports creating/managing templates)


X








Bib: Inventory - Single MARC bib import to create/update  


X








Bib: Push from OCLC to SRS to create MARC bib record


X








Bib: Create bibliographic record via Inventory app UI






X

Data export: Export instance records in MARC 

X









Data import: Create MARC Holdings records   

Cannot create a MARC bib and MARC holdings record with same job. Cannot create a MARC holdings record from a MARC bib via data import.  (can only use default holding job profile) 









Holdings: Store MARC Holdings in SRS 



X





Holdings: Map & Connect MARC Holdings to Inventory holdings


X




Holdings: View MARC holdings record

X





Holdings: Edit MARC holdings record via quickMARC

X





Holdings: Delete MARC holdings record 

X





Holdings: Move MARC holdings record to another instance record

X





Holdings: Add a MARC holdings record via Inventory app 


X




Data export: Export holdings in MARC 


X




Authority: Store MARC Authority records in SRS




X




Data import: Create MARC Authority records (can only use default authority job profile) 




X




Data import: Update MARC Authority records (update based on MARC 999 ff $s or 001) 


X




Data import: Update MARC Authority records (update based on MARC 010 $a or any MARC tag


X




Authority: View MARC authority record


X




Authority: Edit MARC authority record via quickMARC


X




Authority: Browse authority headings


X




Authority control: Link Bib record(s) to Authority record(s) (manual)





X

Authority control: Update bib record(s) based on updates to linked authority records 





X

Authority control: Link Bib record(s) to Authority record(s) (automated) - via UI






X
Authority control: Link Bib record(s) to Authority record(s) (automated) - batch 







X
Authority:  Create an authority record in MARC (record will be stored in SRS)  via MARC authority app UI







X
Authority: Delete an authority record



X



Data export: Export authority records in MARC 



X



Authority control:  Generate authority control reporting





XXX
All MARC Record types: Batch editing support bibs/holdings/authorities








All MARC Record types: Set bib/holdings/authority records to delete 








Authority:  Assign Authority Source to each record




X


Authority Discovery/OPAC layer support








Authority: Data migration optimization 






XX
Authority: Update authority source configuration and rules 







X
Tenant level -  Rules Validation (for all record types) 






XX

Additional resources 



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