Community Contributed Resources
- (OLD ACCOUNT) Erin Nettifee
- Molly Driscoll
- Andy Horbal
- Laura E Daniels
Owned by (OLD ACCOUNT) Erin Nettifee
This page is for community members and adopters to share resources that they are developing to help their libraries implement FOLIO.
Implementers are encouraged to post links to resources here that they are comfortable with other libraries re-using. Please provide a contact name for your institution so that people can reach out if they have more questions.
General FOLIO Resources
| 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 Inventory | 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searching, some query searching, some sample query searches that can be copied/pasted (note that query searches are out of date) | Laura E Daniels |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:
https://drive.google.com/drive/folders/13wPqX94186UhPDsGfic2z1pA9lNqoDtu
If you have questions about a particular document, reach out to a member of the SIG or the SIG convener.
| 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://docs.google.com/document/d/1ISroYkU8m0a8xwkeBW770RdGwA8fCsGqyGs58Rqqv50/edit?usp=sharing | CUL Access Services FOLIO Tutorial #2 (covers searching in Inventory and requests) | |
| https://docs.google.com/document/d/1TRbJ56NCRD3B_tm-SaTjLcpyNMx6aT_QFICnGzQGPdg/edit?usp=sharing | CUL Access 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 |