FOLIO WIKI 1 Folio Table of Contents 1.1 Future FOLIO Release Updates 2 Circulation 2.1 Check In / Check Out 2.2 Requests 2.3 Circulation Rules 2.4 Templates 2.4.1 When to use Multiple Tokens 2.5 Fee/Fine 2.6 Settings 2.7 Patron Notices 2.7.1 Notices, Tokens, Triggers & More 2.8 Course Reserves 2.9 In House Use 2.9.1 Molly Driscoll's In House Information 2.9.2 Report Creation Process 3 User Management 3.1 Permissions 3.1.1 MOBIUS Maintained Permissions 3.2 MOBIUS Permission Sets 3.3 All Permissions 3.4 Settings 3.5 Staff / Patron Accounts 3.6 Patron Loads 3.6.1 Batchloading User Records 3.6.2 Locate Shell Records 3.7 Authentication 3.7.1 Connexion and Records Manager Setup 4 Cataloging/Data Management 4.1 Inventory 4.1.1 MOBIUS Maintenance of Shared Book Records Checklist (Cataloging Committee) 4.1.2 Guidelines for editing shared records (Cataloging Committee) 4.1.3 Withdrawing Holdings from Shared Instance Records in FOLIO (Cataloging Committee Guidelines) 4.1.4 Guidelines for Editing and Removing 856 Fields in Shared Instance Records in FOLIO (Cataloging Committee) 4.1.5 Creating a report in FOLIO of Items without a call number 4.1.6 CQL Query Searching in FOLIO Inventory 4.1.7 <span class="bookmark-start" id="_GoBack"></span>Shared Record Suppression/Deletion Review 4.1.8 Bound with item instructions 4.1.9 Jumping between FOLIO Inventory and Locate 4.1.10 Jumping from FOLIO to New EDS or another EBSCO profile 4.1.11 Format Filtering in OpenRS 4.2 Data Import 4.3 Data Export 4.4 Listsapp 4.4.1 Lists - Useful Links 4.4.2 FOLIO Query Editor 4.5 Bulk Edit 4.5.1 Bulk Edit - Quesnelia 4.5.2 Bulk Edit - Useful Links 5 Training by EBSCO (Initial Training) 5.1 Settings 5.2 Authority 5.3 Spine-o-matic 5.3.1 SpineOMatic instructions_for_FOLIO 5.4 Z39.50 5.5 OCLC Integration 5.5.1 Connexion and Records Manager Setup 6 Acquisitions / Serials 6.1 Orders 6.2 Receiving 6.3 Settings - Acq & Serials 6.4 Finance 6.5 Serials (app) 6.6 Fiscal Close 6.7 Claiming 6.8 Organizations 6.9 Taskapp 6.10 Invoices 6.11 Gobi Integrations 7 ERM 7.1 Licenses 7.2 Organizations 7.3 FOLIO Upgrades 7.3.1 Sunflower 7.4 eHoldings 7.5 Agreements 7.6 Settings 8 Training by EBSCO (Initial Training) 8.1 Experience the Evolution of EBSCOhost 8.2 Wichita State University Training 9 Training by MOBIUS 9.1 FOLIO Calendar 9.2 FOLIO Permissions 9.3 FOLIO Acquisitions 9.3.1 FOLIO Acquisitions Training Materials 9.4 FOLIO Serials 9.4.1 FOLIO Serials Training Materials 10 Locate 11 MCO Open Hours 12 FOLIO Upgrade 12.1 Sunflower 12.1.1 Sunflower Dry-Run 12.1.1.1 Sunflower Password Reset 12.1.1.2 Sunflower Dry-Run Testing 12.2 Trillium
