Folio Table of Contents

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