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FOLIO WIKI
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1 Folio Table of Contents
1.1 Ramsoms Update
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 Creating a report in FOLIO of Items without a call number
4.1.4 CQL Query Searching in FOLIO Inventory
4.1.5
Shared Record Suppression/Deletion Review
4.1.6 Bound with item instructions
4.1.7 Jumping between FOLIO Inventory and Locate
4.1.8 Jumping from FOLIO to New EDS or another EBSCO profile
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
4.5.3 FOLIO Query Editor
4.5.4 Creating Shelving list
4.5.5 Batch Updating in FOLIO Training Video Links
4.6 Settings
4.7 Authority
4.8 Spine-o-matic
4.8.1 SpineOMatic instructions_for_FOLIO
4.9 Z39.50
4.10 OCLC Integration
4.10.1 Connexion and Records Manager Setup
5 Acquisitions / Serials
5.1 Orders
5.2 Receiving
5.3 Settings - Acq & Serials
5.4 Finance
5.5 Serials (app)
5.6 Fiscal Close
5.7 Claiming
5.8 Organizations
5.9 Taskapp
5.10 Invoices
5.11 Gobi Integrations
6 ERM
6.1 Licenses
6.2 Organizations
6.3 eHoldings
6.4 Agreements
6.5 Settings
7 Training by EBSCO (Initial Training)
7.1 Experience the Evolution of EBSCOhost
8 Training by MOBIUS
8.1 FOLIO Calendar
8.2 FOLIO Permissions
8.3 FOLIO Acquisitions
8.3.1 FOLIO Acquisitions Training Materials
8.4 FOLIO Serials
8.4.1 FOLIO Serials Training Materials
9 MCO Open Hours
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Cataloging
Data Management
Last edited
2 months ago
by
Steve Strohl
4
Cataloging/Data Management
Bulk Edit, Data Export, Data Import
-
Part 1 - April 18, 2025.
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