Printing in FOLIO
This page is to collect use cases and possible information for printing functionality.
# | Purpose | Requirement | Analysis Notes | Proposed pattern | App(s) | Submitted by OR has use case for institution / customers | Supported by | Date added | |
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1 | To give a staff member a part of a record - a loan history, request history, fee/fine history - in order to research or trouble-shoot an issue. |
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| Users | @(OLD ACCOUNT) Erin Nettifee |
| Mar 13, 2023 |
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2 | To give a patron a part of their record - loan history, request history, fee/fine history - in order that they can have a record of what transactions have occurred, outside of what they can view for themselves via a discovery layer interface. |
| Discussed by UM-SIG 3/19/2025. Desired, but low priority |
| Users | @(OLD ACCOUNT) Erin Nettifee |
| Mar 13, 2023 |
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3 | To give a user a check-in history - a patron returning books may ask to have them returned right then and to be given a receipt, esp. If they have disputed returns in the past (e.g., claim returned.) The check-in app will generate a list of returns - being able to quickly/efficiently print that list for a patron is a need. |
| Discussed by UM-SIG 3/19/2025. Desired, but low priority |
| Check-in | @(OLD ACCOUNT) Erin Nettifee |
| Mar 13, 2023 |
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4 | Agreements / E-resources tab: As a librarian I want to print out a TitleInstance screen showing all "Options for acquiring e-resource". The print out(s) are then handed over to the subject specialist who will decide via which platform/package the e-resource should be subscribed. |
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| Agreements | @Martina Schildt from former collection (see below) |
| Mar 13, 2023 |
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5 | As an acq librarian I have a meeting with a vendor and I need to talk about a specific title. Therefore I need all information that is part of the record. I cannot foresee which information might needed or is useful. Needed: full record with information from all accordions; tags included. | ideally: PO + POL in one go |
| Whole screen |
| Orders | @Martina Schildt |
| Mar 21, 2023 |
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6 | To give a patron everything of their record - due to GDPR |
| Discussed in UM-SIG 3/19/2025. Required for GDPR. |
| Users | @Uschi Klute |
| Mar 22, 2023 |
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7 | Records can be selected in the result list in Inventory by ticking the check box. Actions > show selected records opens modal with selected list. As a librarian I would like to print out the list “show selected records” as a result of my searches and selected records to give it to colleagues or patrons. (The list can combine selected records from several searches.) |
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| Inventory | @Martina Tumulla |
| Mar 22, 2023 |
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8 | As a librarian I would like to print out the result list (middle pane) in Requests after using search & filter. It would be nice to choose which information (fields) is displayed in the result list, sorted and then printed. (Use case: an overview list (title, author, item call number, barcode, location etc.) of items to be picked from the shelfs in the stacks as a combined list) |
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| Requests | @Martina Tumulla |
| Mar 22, 2023 |
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9 | As a librarian I would like to print out the result list (middle pane) in Inventory after using search & filter. |
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| Inventory | @Martina Tumulla |
| Mar 22, 2023 |
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10 | As a librarian I would like to print out an Instance, Holdings, Item record in detail. |
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| Inventory | @Martina Tumulla |
| Mar 22, 2023 |
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11 | As a librarian I would like to print a label for an item (esp. journal issue) that was received |
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| Receiving | @Reinhard Niederer |
| 04.04.2025 |
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