5.5.3 FOLIO Query Editor

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”

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	Description
==	“Equal to” Exact match on a single value (predefined or free text)
	=	“Not equal to” Does not match a single value (predefined or free text) Everything except [value]
>	Greater than (exclusive) Dates or numbers
>=	Greater than or equal to (inclusive) Dates or numbers
<	Less than (exclusive) Dates or numbers
<=	Less than or equal to (inclusive) Dates or numbers
in	Within a list of values Used for predefined (“canned”) value searches
not in	Not within a list of values Used for predefined (“canned”) value searches
is null/empty	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”

Holdings Record Queries (Bulk Edit & Lists)

Field	Operator	Value	Notes
Holdings effective library code	== != in not in is null/empty	Predefined codes True/false for “is null/empty”	See Settings => Tenant ==> Libraries (Location setup)
Holdings effective library name	== != in not in is null/empty	Predefined codes True/false for “is null/empty”	See Settings => Tenant ==> Libraries (Location setup)
Holdings effective location	== != in not in is null/empty	Predefined codes True/false for “is null/empty”	Effective Location code (i.e. Temporary Location if it exists, otherwise Permanent Location)
Holdings HRID	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Holdings ID	== != in not in is null/empty	Free text True/false for “is null/empty”	Holdings UUID
Holdings permanent location	== != in not in is 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	== != in not in is null/empty	Predefined codes True/false for “is null/empty”	See Settings => Tenant ==> Locations (Location setup)
Instance UUID	== != in not in is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Instance mode of issuance	== != in not in is null/empty	Predefined values True/false for “is null/empty”	integrating resource multipart monograph serial single unit unspecified
Instance resource title	== != contains starts with is null/empty	Free text True/false for “is null/empty”

Instance source	== != contains starts with is null/empty	Free text True/false for “is null/empty”	Examples: CONSORTIUM-MARC FOLIO MARC EBSCOMigration
Instance status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Batch Loaded Cataloged Marked for deletion Migration Not yet assigned Order Record Other Temporary Uncatalogued
Instance suppress from discovery	== != is null/empty	True/False
Instance updated date	== != > < >= <= is null/empty	Dates True/false for “is null/empty”
Instance UUID	== != in not in is null/empty	Free text True/false for “is null/empty”

Item Record Queries (Bulk Edit & Lists)

Field	Operator	Value	Notes
Holdings ID	== != in not in is 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	== != in not in is null/empty	Free text True/false for “is null/empty”	Instance UUID
Instance primary contributor	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Instance title	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Item call number	== != contains starts with is null/empty	Free text True/false for “is null/empty”	Does not include prefix/suffix, volume, copy number
Item call number type name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Dewey Decimal classification LC Modified Library of Congress classification MOYS National Library of Medicine classification Other scheme Shelved separately Shelving control number Source specified in subfield $2 Superintendent of Documents classification Title UDC
Item copy number	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”	Includes prefix/suffix, volume, copy number
Item effective call number type name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Dewey Decimal classification LC Modified Library of Congress classification MOYS National Library of Medicine classification Other scheme Shelved separately Shelving control number Source specified in subfield $2 Superintendent of Documents classification Title UDC
Item effective library code	== != contains starts with is null/empty	Free text True/false for “is null/empty”	See Settings => Tenant ==> Libraries (Location setup)
Item effective library name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Settings => Tenant ==> Libraries (Location setup)
Item effective location name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Looks at temporary Location, then Permanent Location
Item HRIDhrid	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Item ID	== != in not in is null/empty	Free text True/false for “is null/empty”	Item UUID

Item material type	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Settings => Inventory => Material Types (Items)
Item permanent location name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Settings => Tenant ==> Locations (Location setup)
Item status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Aged to lost Available Awaiting pickup Awaiting delivery Checked out Claimed returned Declared lost In process In process (non-requestable) In transit Intellectual item Long missing Lost and paid Missing On order Paged Restricted Order closed Unavailable Unknown Withdrawn
Item temporary location name	== != in not in is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
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	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User first name	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User ID	== != in not in is null/empty	Free text True/false for “is null/empty”	User UUID
User last name	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User middle name	== != contains starts with is null/empty	Free text True/false for “is null/empty”

User mobile phone	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User patron group	== != in not in is null/empty	Free text True/false for “is null/empty”	See Settings => Users => Patron group (General)
User phone	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User preferred contact type	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Email Mail (Primary address) Text
User preferred first name	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User primary address	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User updated date	== != > < >= <= is null/empty	Dates True/false for “is null/empty”
Username	== != contains starts with is null/empty	Free text True/false for “is null/empty”

Loan Queries (Lists only)

Field	Operator	Value	Notes
Holdings ID	== != in not in is null/empty	Free text True/false for “is null/empty”	Holdings UUID
Instance ID	== != in not in is null/empty	Free text True/false for “is null/empty”	Instance UUID
Instance primary contributor	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Instance title	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Item barcode	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Item call number	== != contains starts with is null/empty	Free text True/false for “is null/empty”	Does not include prefix/suffix, volume, copy number
Item ID	== != in not in is null/empty	Free text True/false for “is null/empty”	Item UUID
Item material type	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Settings => Inventory => Material Types (Items)
Item status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Aged to lost Available Awaiting pickup Checked out Claimed returned In transit Lost and paid Missing Unavailable Withdrawn
Loan checkin service point name	== != in not in is 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	== != in not in is 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	== != in not in is null/empty	Free text True/false for “is null/empty”	Loan UUID (from URL)
Loan policy name	== != in not in is 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	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Closed Open
User active	== != is null/empty	Predefined values True/false for “is null/empty”	True False
User barcode	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User full name	== != contains starts with is null/empty	Free text True/false for “is null/empty”	First name + Last name
User ID	== != in not in is null/empty	Free text True/false for “is null/empty”	User UUID
User last name	== != contains starts with is null/empty	Free text True/false for “is null/empty”
User patron group	== != in not in is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization code	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization description	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization ID	== != in not in is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Active Inactive Pending

Organization Queries – Vendor Info (Lists only)

Field	Operator	Value	Notes
Organization accounting code	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization description	== != contains starts with is 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	== != in not in is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
Organization payment method	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Credit Card Cash Physical Check EFT Deposit Account

Organization renewal activation interval	== != > < >= <= is null/empty	Predefined numeric values True/false for “is null/empty”	Positive or negative numbers or zero
Organization status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Active Inactive Pending
Organization subscription interval	== != > < >= <= is null/empty	Predefined numeric values True/false for “is null/empty”	Positive or negative numbers or zero
Organization tax ID	== != contains starts with is 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	== != contains starts with is null/empty	Free text True/false for “is null/empty”
PO assigned to ID	== != in not in is null/empty	Free text True/false for “is null/empty”
PO created by	== != contains starts with is null/empty	Free text True/false for “is null/empty”
PO created by ID	== != in not in is 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	== != in not in is null/empty	Free text True/false for “is null/empty”	Order UUID (from URL)
PO number	== != contains starts with is null/empty	Free text True/false for “is null/empty”
PO type	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Ongoing One-time
PO updated by	== != contains starts with is null/empty	Free text True/false for “is null/empty”
PO updated by ID	== != contains starts with is 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	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Closed Open Pending
POL created by	== != contains starts with is null/empty	Free text True/false for “is null/empty”
POL created by ID	== != in not in is 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	== != in not in is null/empty	Predefined values True/false for “is null/empty”	[currency types; too many to list]
POL description	== != contains starts with is 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	== != in not in is null/empty	Free text True/false for “is null/empty”	PO Line UUID (from URL)
POL number	== != contains starts with is null/empty	Free text True/false for “is null/empty”
POL payment status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Awaiting Payment Cancelled Fully Paid Ongoing Partially Paid Payment Not Required Pending
POL receipt status	== != in not in is null/empty	Predefined values True/false for “is null/empty”	Awaiting Receipt Cancelled Fully Received Ongoing Partially Received Pending Receipt Not Required
POL updated by	== != contains starts with is null/empty	Free text True/false for “is null/empty”
POL updated by ID	== != in not in is 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	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Organizations

Vendor name	== != in not in is null/empty	Predefined values True/false for “is null/empty”	See Organizations