¶ FOLIO Query Editor
[Note: This document is current as of the Quesnelia release.]
The Query Editor is located in the FOLIO Bulk Edit and Lists apps. In Bulk Edit, the Query Editor allows you to make changes in Bulk Edit without needing a csv file of Unique Identifiers. In Lists, the Query Editor is used to construct the queries on which the Lists are based.
¶ How to Access
¶ Lists
- Log into FOLIO
- Enter the Lists app
- Click on New
- Enter the settings for your list (name, record type, public/private, active/inactive) and click “Build query”
¶ Bulk Edit
- Log into FOLIO
- Enter the Bulk Edit app
- Click on Query
- Select the record type
- Click on “Build query”
¶ Constructing Queries
Queries can be constructed for Holdings, Instance, Item, and User records in Bulk Edit. Lists add queries for Loans, Organizations (Contract or Vendor Info), and Purchase Order Lines.
Queries consist of the search field (“Field”), the operator, and the value being searched (“Value”).
Values may be predefined, dates, or free text. Special characters are supported, if they are contained in the data, but wildcards and regular expression are not supported.
Additional query criteria may be added by using the ‘+’ button:
Although a Boolean operator column appears, the only option (as of Quesnelia) is “AND”.
¶ Operator Descriptions
| Operator | Used for | Description |
== |
Free text Dates Predefined fields |
“Equal to” Exact match on a single value |
!= |
Free text Dates Predefined fields |
“Not equal to” (i.e., everything except “value”) |
> |
Dates | Greater than (exclusive) |
>= |
Dates | Greater than or equal to (inclusive) |
< |
Dates | Less than (exclusive) |
<= |
Dates | Less than or equal to (inclusive) |
in |
Predefined fields | Included in a list of values |
not in |
Predefined fields | Not included in a list of values |
is null/empty |
All fields | Field not defined or defined field with a null (“blank”) value true/false |
contains |
Free text | Field value contains entered string Example: Instance HRID contains “mobiusin” |
starts with |
Free text | Field value starts with entered string Example: Instance HRID starts with “mobiusin” |
¶ Query Descriptions
¶ Holdings Records (Bulk Edit & LIsts)
| Field | Operator | Value | Notes |
| Holdings effective library code | ==!=innot inis null/empty |
Predefined codes True/False for is null/empty |
See Settings => Tenant ==> Libraries (Location setup) |
| Holdings effective library name | ==!=innot inis null/empty |
Predefined codes True/False for is null/empty |
See Settings => Tenant ==> Libraries (Location setup) |
| Holdings effective location | ==!=innot inis null/empty |
Predefined codes True/False for is null/empty |
Temporary Location if it exists, otherwise Permanent Location) See Settings => Tenant ==> Locations (Location setup) |
| Holdings HRID | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Holdings ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Holdings UUID |
| Holdings permanent location | ==!=innot inis null/empty |
Predefined codes True/False for is null/empty |
See Settings => Tenant ==> Locations (Location setup) |
| Holdings suppress from discovery | ==!=is null/empty |
True/False | |
| Holdings temporary location | ==!=innot inis null/empty |
Predefined codes True/False for is null/empty |
See Settings => Tenant ==> Locations (Location setup) |
| Instance UUID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
¶
Instance Record Queries (Bulk Edit & Lists)
| Field | Operator | Value | Notes |
| Instance cataloged date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Instance created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Instance HRID | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Instance mode of issuance | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Instance resource title | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Instance source | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
Examples:
|
| Instance status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Instance suppress from discovery | ==!=is null/empty |
True/False | |
| Instance updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Instance UUID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
¶ Item Record Queries (Bulk Edit & Lists)
| Field | Operator | Value | Notes |
| Holdings ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Holdings UUID |
| Instance created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Instance ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Instance UUID |
| Instance primary contributor | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Instance title | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Instance updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Item barcode | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Item call number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
Does not include prefix/suffix, volume, copy number |
| Item call number type name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Item copy number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Item created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Item effective call number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
Includes prefix/suffix, volume, copy number |
| Item effective call number type name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Item effective library code | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
See Settings => Tenant ==> Libraries (Location setup) |
| Item effective library name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Tenant ==> Libraries (Location setup) |
| Item effective location name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Temporary Location, if it exists, otherwise Permanent Location See Settings => Tenant ==> Locations (Location setup) |
| Item hrid | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Item ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Item UUID |
| Item material type | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Inventory => Material Types (Items) |
| Item permanent location name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Tenant ==> Locations (Location setup) |
| Item status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Item temporary location name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Tenant ==> Locations (Location setup) |
| Item updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
¶ User Record Queries (Bulk Edit & Lists)
| Field | Operator | Value | Notes |
| User active | ==!=is null/empty |
True/False | |
| User barcode | ==!=containsstarts withis null/empty |
Free text True/False for |
|
| User created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| User date of birth | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| User email | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User enrollment date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| User expiration date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| User external system ID | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User first name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
User UUID |
| User last name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User middle name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User mobile phone | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User patron group | ==!=innot inis null/empty |
Free text True/False for is null/empty |
See Settings => Users => Patron group (General) |
| User phone | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User preferred contact type | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| User preferred first name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User primary address | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Username | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
¶ Loan Queries (Lists only)
| Field | Operator | Value | Notes |
| Holdings ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Holdings UUID |
| Instance ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Instance UUID |
| Instance primary contributor | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Instance title | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Item barcode | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Item call number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
Does not include prefix/suffix, volume, copy number |
| Item ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Item UUID |
| Item material type | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Inventory => Material Types (Items) |
| Item status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values
|
| Loan checkin service point name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Tenant => Service points (General) |
| Loan checkout date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Loan checkout service point name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Tenant => Service points (General) |
| Loan due date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Loan ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Loan UUID (from URL) |
| Loan policy name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Settings => Circulation => Loan policies (Loans) |
| Loan return date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Loan status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| User active | ==!=is null/empty |
Predefined values True/False for is null/empty |
Values:
|
| User barcode | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User expiration date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| User first name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User full name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
First name + Last name |
| User ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
User UUID |
| User last name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| User patron group | ==!=innot inis null/empty |
Free text True/False for is null/empty |
See Settings => Users => Patron group (General) |
¶ Organization Queries – Contact Info (Lists only)
| Field | Operator | Value | Notes |
| Organization accounting code | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization code | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization description | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Organization UUID (from URL) |
| Organization last updated | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Organization name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
¶ Organization Queries – Vendor Info (Lists only)
| Field | Operator | Value | Notes |
| Organization accounting code | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization claiming interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization code | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization description | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization discount percent | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization expected activation interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization expected invoice interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization expected receipt interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization export to accounting | ==!=is null/empty |
True/False | |
| Organization ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Organization UUID (from URL) |
| Organization last updated | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Organization name | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization payment method | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Organization renewal activation interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| Organization subscription interval | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| Organization tax ID | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| Organization tax percentage | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
¶ Purchase Order Line Queries (Lists only)
| Field | Operator | Value | Notes |
| PO approved | ==!=is null/empty |
True/False | |
| PO assigned to | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| PO assigned to ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
|
| PO created by | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| PO created by ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
|
| PO created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| PO ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
Order UUID (from URL) |
| PO number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| PO type | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| PO updated by | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| PO updated by ID | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| PO updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| PO workflow status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| POL created by | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| POL created by ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
|
| POL created date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| POL currency | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
[currency types; too many to list] |
| POL description | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| POL estimated price | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| POL exchange rate | ==!=><>=<=is null/empty |
Predefined numeric values True/False for is null/empty |
Positive or negative numbers or zero |
| POL ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
PO Line UUID (from URL) |
| POL number | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| POL payment status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| POL receipt status | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
Values:
|
| POL updated by | ==!=containsstarts withis null/empty |
Free text True/False for is null/empty |
|
| POL updated by ID | ==!=innot inis null/empty |
Free text True/False for is null/empty |
|
| POL updated date | ==!=><>=<=is null/empty |
Dates True/False for is null/empty |
|
| Vendor code | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Organizations |
| Vendor name | ==!=innot inis null/empty |
Predefined values True/False for is null/empty |
See Organizations |