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FOLIO WIKI
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1 Folio Table of Contents
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 Permissions
3.1 MOBIUS Maintained Permissions
3.2 MOBIUS Permission Sets
3.3 All Permissions
4 User Management
4.1 Settings
4.2 Staff / Patron Accounts
4.3 Patron Loads
4.3.1 Batchloading User Records
4.3.2 Locate Shell Records
4.4 Authentication
4.4.1 Connexion and Records Manager Setup
5 Cataloging/Data Management
5.1 Inventory
5.1.1 MOBIUS Maintenance of Shared Book Records Checklist (Cataloging Committee)
5.1.2 Guidelines for editing shared records (Cataloging Committee)
5.1.3 Creating a report in FOLIO of Items without a call number
5.1.4 CQL Query Searching in FOLIO Inventory
5.1.5
Shared Record Suppression/Deletion Review
5.1.6 Bound with item instructions
5.2 Data Import
5.3 Data Export
5.4 Listsapp
5.4.1 Lists - Useful Links
5.4.2 FOLIO Query Editor
5.5 Bulk Edit
5.5.1 Bulk Edit - Quesnelia
5.5.2 Bulk Edit - Useful Links
5.5.3 FOLIO Query Editor
5.6 Settings
5.7 Authority
5.8 Spine-o-matic
5.8.1 SpineOMatic instructions_for_FOLIO
5.9 Z39.50
5.10 OCLC Integration
5.10.1 Connexion and Records Manager Setup
6 Acquisitions / Serials
6.1 Orders
6.2 Receiving
6.3 Settings
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 eHoldings
7.4 Agreements
7.5 Settings
8 Training by EBSCO
9 Training by MOBIUS
9.1 FOLIO Calendar
9.2 FOLIO Permissions
10 MCO Open Hours
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Cataloging
Data Management
Last edited
2 weeks ago
by
Steve Strohl
5
Cataloging/Data Management
Bulk Edit, Data Export, Data Import
-
Part 1 - April 18, 2025.
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