High Level - MARC Features List

About this page:  The official list of features that support using FOLIO to manage MARC records. This list includes available features and planned features for next 1-3 releases. *subject to change

Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)

Lotus (released)

Morning Glory (released)

Nolana (released)

Orchid (released)

Poppy (released)



Quesnelia (released)

Ramsons (in progress)

Sunflower*

Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)

Lotus (released)

Morning Glory (released)

Nolana (released)

Orchid (released)

Poppy (released)



Quesnelia (released)

Ramsons (in progress)

Sunflower*

Data Import: Import MARC Bib records (batch or single).  > Create action

X



















 

Data Import: Import MARC Bib records (batch or single).  > Update action

X



















 

Data Import: Import MARC Bib records (batch or single).  > Modify action

X



















 

Data Import: Enforce MARC bib field data protection (requires additional development in a future release) 

partial



















 

Data Import: Override MARC bib field data protection (requires additional development in a future release)

partial



















 

Data Import:  Imported MARC Bib record creates/updates an Inventory instance record. SRS MARC bib record serves as source of truth 

X



















 

Data import: Imported MARC Bib record creates/updates Inventory holdings and/or item record. SRS MARC Bib is not the ongoing source of truth for these (holdings and items) records

X



















 

Bib: Single MARC bib editor (aka quickMARC) - ability to edit a MARC bib record

X



















 

Bib: quickMARC - derive a new MARC bib record (NOTE: functionality supports creating/managing templates)



X

















 

Bib: Inventory - Single MARC bib import to create/update  



X

















 

Bib: Push from OCLC to SRS to create MARC bib record



X

















 

Bib: Create bibliographic record via Inventory app UI















X





 

Data export: Export instance records in MARC 

X



















 

Data import: Create MARC Holdings records   

Cannot create a MARC bib and MARC holdings record with same job. Cannot create a MARC holdings record from a MARC bib via data import.  (can only use default holding job profile) 



















 

Holdings: Store MARC Holdings in SRS 





X















 

Holdings: Map & Connect MARC Holdings to Inventory holdings







X













 

Holdings: View MARC holdings record





X















 

Holdings: Edit MARC holdings record via quickMARC





X















 

Holdings: Delete MARC holdings record 





X















 

Holdings: Move MARC holdings record to another instance record





X















 

Holdings: Add a MARC holdings record via Inventory app 







X













 

Data export: Export holdings in MARC 







X













 

Authority: Store MARC Authority records in SRS







X













 

Data import: Create MARC Authority records (can only use default authority job profile) 







X













 

Data import: Update MARC Authority records (update based on MARC 999 ff $s or 001) 







X













 

Data import: Update MARC Authority records (update based on MARC 010 $a or any MARC tag







X













 

Authority: View MARC authority record







X













 

Authority: Edit MARC authority record via quickMARC







X













 

Authority: Browse authority headings







X













 

Authority control: Link Bib record(s) to Authority record(s) (manual)













X







 

Authority control: Update bib record(s) based on updates to linked authority records 













X







 

Authority control: Link Bib record(s) to Authority record(s) (automated) - via UI















X





 

Authority control: Link Bib record(s) to Authority record(s) (automated) - batch 





















 

Authority:  Create an authority record in MARC (record will be stored in SRS)  via MARC authority app UI

















X



 

Authority: Delete an authority record









X











 

Data export: Export authority records in MARC 









X











 

Authority control:  Generate authority control reporting













X

X





 

All MARC Record types: Batch editing support bibs/holdings/authorities





















 

All MARC Record types: Set bib record to delete 

















X



 

Authority:  Assign Authority Source to each record











X





X

 

 

Authority Discovery/OPAC layer support





















 

Authority: Data migration optimization 















X



X

 

Authority: Update authority source configuration and rules 

















X



 

Tenant level -  Rules Validation (for all record types) 















X

X

X

X

Track changes (across all record types)

 

 

 

 

 

 

 

 

 

 

 

Additional resources