FOLIO Exports by Record Types


Record type

Format

Module

Can be scheduled?

Notes

SRS AuthorityMARC 21Data ExportThrough external scripts
SRS Bib recordsMARC21Data ExportThrough external scriptsThe export might also include data from holdings and items records through customizable mapping profiles
MARCXML, Dublin CoreData ExportThrough external scriptsThe harvest might also include  predefined data from holdings and items data (as described in MODOAIPMH-102)

Bursar data

dat

Export Manager

Yes

The data currently included matches Cornell needs. As of 12/1/22 there is an undergoing effort to make the data customizable

Circulation logs

csv

Export Manager

No


eHoldings

csv

Export Manager

No

Includes eholdings packages and titles, agreements, notes, and tags

Inventory Instance

MARC21

Data export

Through external scripts

The export might also include data from holdings and items records through customizable mapping profiles

MARCXML, Dublin Core

OAI-PMH

Through external scripts

Starting with the Orchid release, the harvest will also include instance records without underlying SRS BIB record if the system is configured to to do so (UXPROD-2404). 

Inventory holdings

MARC21

Data export

Through external scripts

The export might also include data from holdings and items records through customizable mapping profiles

csv

Export Manager

No

The export might also include data from holdings and items records through customizable mapping profiles

Inventory item

csv

Export Manager

No

Files generated during the bulk edit before and after the update operation

Orders and Order lines

EDIFACT

Export Manager

Yes

Export order and order line to a given vendor based on account number. You can configuration multiple exports per vendor if needed. Each configuration includes scheduling functionality and can be sent to an FTP or SFTP location. The EDIFACT file for any given export run can also be downloaded directly from FOLIO. Exports can also be triggered manually as desired.

Orders and Order linescsvOrders appNoExport all OR order and order line data based for a given invoice search. 
Receiving recordscsvReceiving appNoExport all OR specific receiving data based for a given invoice search. 
Invoices and invoice linescsvInvoice appNoExport all OR specific invoice data based for a given invoice search. 
Invoice voucher recordsxml, JSONInvoice appNoExport financial activity based on invoice approvals organized by external account number. This include a number of details from each invoice but is meant to be shared with an accounts payable system. Multiple exports can be configured if activity needs to be sent to separate systems or managed by different users.
Finance recordscsvFinance appNoExport all fund, budget and expense class totals for a given ledger from a specific fiscal year

Users

csv

Export Manager

No

Files generated during the bulk edit before and after the update operation