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.	(OLD ACCOUNT) Erin Nettifee
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.	(OLD ACCOUNT) Erin Nettifee
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.	(OLD ACCOUNT) Erin Nettifee
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.	(OLD ACCOUNT) Erin Nettifee, Julie Brannon (old account), Angela Zoss (Old)
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searching, some query searching, some sample query searches that can be copied/pasted (note that query searches are out of date)	Laura E Daniels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.)	Molly Driscoll
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.)	Molly Driscoll
https://drive.google.com/file/d/1Vs_dvEYsXeRby3AzjlqFPLMmIt4LOyKw/view?usp=sharing	FOLIO: Organizations App	Molly Driscoll
https://drive.google.com/file/d/192CyWiM-WTt4y_h0DdJVuQijRz1Su561/view?usp=sharing	FOLIO ERM: Licenses App	Molly Driscoll
https://drive.google.com/file/d/1Pkz-zR7u0xvp_w1tbpfAFhfm1n2KrNG0/view?usp=sharing	FOLIO ERM: Agreements App	Molly Driscoll
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.)	Molly Driscoll or Khalilah Gambrell
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
https://drive.google.com/file/d/1hhrgZvU7F7Yhd21UpYwu4sYPI4RoKoXK/view	FOLIO: Settings Related to Circulation Apps	Molly Driscoll
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.)	Molly Driscoll
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)	Andy Horbal
https://docs.google.com/document/d/1ISroYkU8m0a8xwkeBW770RdGwA8fCsGqyGs58Rqqv50/edit?usp=sharing	CUL Access Services FOLIO Tutorial #2 (covers searching in Inventory and requests)	Andy Horbal
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

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