Skip to end of banner
Go to start of banner

Community Contributed Resources

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 31 Next »

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 / FileResource Name / Information about how it can be usedContact for more questions
Basic FOLIO Location Intro.pptxBasic 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.
Intro to Service Points.pptxBasic 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.
Capturing+Configurations.docWord 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.
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. 
FOLIO Fun FactsFrom Cornell - we send a "fun fact" out via e-mail once a week and add it to this pageLaura E Daniels

Metadata Management 


Link / FileResource Name / Information about how it can be usedContact for more questions
Searching InventoryFrom Cornell – basic searching, some query searching, some sample query searches that can be copied/pastedLaura E Daniels
Non-MARC instance records in InventoryFrom Cornell – creating/editing Instances with no underlying source dataLaura E Daniels
Working with Holdings RecordsFrom Cornell – creating, editing, deleting, and moving holdings recordsLaura E Daniels
Working with Item RecordsFrom Cornell – creating, editing, deleting, and moving item recordsLaura E Daniels
Working in quickMARCFrom Cornell – pretty minimal as we don't plan to do much bibliographic editing locallyLaura 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 / FileResource Name / Information about how it can be usedContact for more questions
https://drive.google.com/file/d/1dri7s2_xZvhcgzjQCNeht-1wqQcPg2KS/view?usp=sharingFOLIO: Settings Related to Acquisitions Apps (This was created just before the release of Honeysuckle and contains references to the Honeysuckle release.)
https://drive.google.com/file/d/1L-5pG28m9k_U7kn_hI2aJszPTrDGhYup/view?usp=sharingFOLIO 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.)
https://drive.google.com/file/d/1Vs_dvEYsXeRby3AzjlqFPLMmIt4LOyKw/view?usp=sharingFOLIO: Organizations App
https://drive.google.com/file/d/192CyWiM-WTt4y_h0DdJVuQijRz1Su561/view?usp=sharingFOLIO ERM: Licenses App
https://drive.google.com/file/d/1Pkz-zR7u0xvp_w1tbpfAFhfm1n2KrNG0/view?usp=sharingFOLIO ERM: Agreements App
https://drive.google.com/file/d/1Rno0r6-Nj9hk6T6StHhFHokU8h4w18zt/view?usp=sharingFOLIO ERM: eHoldings App (This is a document for FOLIO libraries using the EBSCO KB in the eHoldings app.)
https://drive.google.com/file/d/1CPt3r1A_mtXzLIcLN0NpJo_aasRNpN37/view?usp=sharingFOLIO: Orders AppMolly Driscoll or Dennis Bridges
https://drive.google.com/file/d/157g3fx74GvdO0U52-inwtLecrE5exVxO/view?usp=sharingFOLIO Acquisitions: Adding an Expense Class to a BudgetMolly Driscoll
https://drive.google.com/file/d/1Z1jdry-P5i0KKQ5duVaa37kmldA8v3jY/view?usp=sharingFOLIO Acquisitions: Performing a Manual Voucher ExportMolly Driscoll

Resource Access and User Management

Link / FileResource NameContact for more questions
FOLIO: Settings Related to Circulation Apps
https://drive.google.com/file/d/1zpjTBKbuTdCSUPRW1wNCe2wRrV_wvdwr/view?usp=sharingCreating a Staff User in FOLIO (This was created for ERM-only libraries so does not currently reference assigning service points.)
https://docs.google.com/document/d/1UEYLP-8lkfCY8asbjwKQ_UfX1V60J1tHgU-O0SVq31s/edit?usp=sharingCUL 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)
https://docs.google.com/document/d/1ISroYkU8m0a8xwkeBW770RdGwA8fCsGqyGs58Rqqv50/edit?usp=sharingCUL Access Services FOLIO Tutorial #2 (covers searching in Inventory and requests)
https://docs.google.com/document/d/1TRbJ56NCRD3B_tm-SaTjLcpyNMx6aT_QFICnGzQGPdg/edit?usp=sharingCUL Access Servies FOLIO Tutorial #3 (covers blocks, basic fines/fees, notes, and tracers/changing statuses, e.g. marking something as missing)Andy Horbal
https://drive.google.com/file/d/1jXCvfphbkf4l5uhXYY_3bgkX0-JSViQe/view?usp=sharingFOLIO Circulation: Billing a User for a Damaged ItemMolly Driscoll
https://drive.google.com/file/d/1xFaZzecTO-Opjfgu7F8xidv04cFmLJw4/view?usp=sharingFOLIO User Management: Notes Options on User RecordsMolly Driscoll
  • No labels