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

Sunflower

Functionality

Honeysuckle (released)

Iris (released)

Kiwi (released)

Lotus (released)

Morning Glory (released)

Nolana (released)

Orchid (released)

Poppy (released)



Quesnelia (released)

Ramsons

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 





















X

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

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)

 

 

 

 

 

 

 

 

 

 

X

Additional resources