Community Contributed Resources

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

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searching, some query searching, some sample query searches that can be copied/pasted (note that query searches are out of date)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

Guide Lists App (Poppy)

From MSU - training material

@Christine Tobias

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 

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