Stand-Alone App for Creating FOLIO Orders from MARC Data

The FOLIO Data Import application will add functionality to create FOLIO orders and invoices from vendor data supplied in MARC Bibliographic records.

Until that is fully implemented, many libraries are using an external tool, first developed by Lehigh University, and since extended by Lehigh, UChicago and Index Data.

The source code can be found in the folio-labs repository in Github: https://github.com/folio-labs/folio-order-import-tool

The application is a stand-alone Java web application that you or your hosting provider can run on a server separate from your instance of FOLIO

Functionality:

Orders:

Using the 980 field from the MARC records in the file that is uploaded, the script:

1) Creates an 'approved' and 'open' purchase order.  This (opening the PO) will trigger FOLIO to create an instance, holding and item (if physical item).

2) Add a purchase order 'line' using values from the 980 field to include the fund, tag(s), price, print or electronic indicator, notes and vendor.  *The University of Chicago has added more fields which they've documented in github here: https://github.com/folio-labs/order-import-poc/tree/uchicago-invoice-import#mappings

3) Creates a MARC record and attaches it to the instance FOLIO created.

4) Adds information to the Instance and holding record based on the MARC in the file that was uploaded.

Note: The file can contain more than one MARC record.

Orders:

As mentioned above, the latest changes Chicago made to the application allow invoices to be created in addition to orders.

FAQ

How do you authenticate?  At Lehigh we use a simple Apache login with LDAP.