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# FOLIO


## Circulation
* [[Folio Table of Contents|Folio Table of Contents]]
- Check In / Check Out
** [[Ramsoms Update|Future FOLIO Release Updates]]
- Requests
* [[Circulation|Circulation]]
- Circulation Rules
** [[Check In / Check Out|Check In / Check Out]]
- Templates
** [[Requests|Requests]]
- Patron Notices
** [[Circulation Rules|Circulation Rules]]
- Fee/Fine
** [[Templates|Templates]]
- Settings
*** [[Multiple Tokens|When to use Multiple Tokens]]
- Course Reserves
** [[Fee/Fine|Fee/Fine]]
 
** [[Settings|Settings]]
## User Management
** [[Patron Notices|Patron Notices]]
- Permissons
*** [[Notices, Tokens, Triggers & More|Notices, Tokens, Triggers & More]]
- Settings
** [[Course Reserves|Course Reserves]]
- Staff / Patron Accounts
** [[In House Use|In House Use]]
- Patron Loads
*** [[FOLIO In-House Use Information|Molly Driscoll's In House Information]]
- Authentication
*** [[In House Report Process|Report Creation Process]]
 
* [[User Management|User Management]]
## Cataloging / Data Management
** [[Permissions|Permissions]]
- Inventory
*** [[Permissions|MOBIUS Maintained Permissions]]
- Data Import
** [[MOBIUS Permission Sets|MOBIUS Permission Sets]]
- Data Export
** [[All Permissions|All Permissions]]
- Listsapp
** [[Settings|Settings]]
- Bulk Edit
** [[Staff / Patron Accounts|Staff / Patron Accounts]]
- Settings
** [[Patron Loads|Patron Loads]]
- Authority
*** [[Batchloading User Records]]
- Spine-o-matic
*** [[Locate Shell Records]]
- Z39.50
** [[Authentication|Authentication]]
- OCLC Integration
*** [[Connexion and Records Manager Setup|Connexion and Records Manager Setup]]
 
* [[Cataloging/Data Management|Cataloging/Data Management]]
## Acquisitions / Serials
** [[Inventory|Inventory]]
- Orders
*** [[MOBIUS Maintenance of Shared Book Records Checklist|MOBIUS Maintenance of Shared Book Records Checklist (Cataloging Committee)]]
- Receiving
*** [[Guidelines for editing shared records|Guidelines for editing shared records (Cataloging Committee)]]
- Settings
*** [[Withdrawing Holdings from Shared Instance Records in FOLIO|Withdrawing Holdings from Shared Instance Records in FOLIO (Cataloging Committee Guidelines)]]
- Finance
*** [[Creating a report of items without a call number (1)|Creating a report in FOLIO of Items without a call number]]
- Serials (app)
*** [[CQL Query Searching in FOLIO Inventory|CQL Query Searching in FOLIO Inventory]]
- Fiscal Close
*** [[Shared Record Suppress or Delete Review|Shared Record Suppress or Delete Review]]
- Claiming
*** [[Bound with instructions|Bound with item instructions]]
- Organizations
*** [[Jumping between_FOLIO_Inventory_and_Locate|Jumping between FOLIO Inventory and Locate]]
- Taskapp
*** [[Jumping from FOLIO to New EDS or another EBSCO profile|Jumping from FOLIO to New EDS or another EBSCO profile]]
- Invoices
** [[Data Import|Data Import]]
- Gobi Integrations
** [[Data Export|Data Export]]
 
** [[Listsapp|Listsapp]]
## ERM
*** [[Lists - Useful Links|Lists - Useful Links]]
- Licenses
*** [[FOLIO Query Editor|FOLIO Query Editor]]
- Organizations
** [[Bulk Edit|Bulk Edit]]
- eHoldings
*** [[FOLIO Bulk Edit - Quesnelia|Bulk Edit - Quesnelia]]
- Agreements
*** [[Bulk Edit - Useful Links|Bulk Edit - Useful Links]]
- Settings
*** [[FOLIO Query Editor|FOLIO Query Editor]]
 
*** [[Creating Shelving list|Creating Shelving list]]
# Locate
*** [[Batch Updating in FOLIO Training Video Links|Batch Updating in FOLIO Training Video Links]]
 
** [[Settings|Settings]]
## Searching
** [[Authority|Authority]]
- Database Harvesting
** [[Spine-o-matic|Spine-o-matic]]
- Contribution
*** [[SpineOMatic instructions_for_FOLIO|SpineOMatic instructions_for_FOLIO]]
- Matching
** [[Z39.50|Z39.50]]
 
** [[OCLC Integration|OCLC Integration]]
## Display
*** [[Connexion and Records Manager Setup|Connexion and Records Manager Setup]]
- RTAC (Item Display)
* [[Acquisitions / Serials|Acquisitions / Serials]]
 
** [[Orders|Orders]]
## Patron Empowerment
** [[Receiving|Receiving]]
- Requesting
** [[Settings - Acq & Serials|Settings - Acq & Serials]]
- My Bookshelf
** [[Finance|Finance]]
 
** [[Serials (app)|Serials (app)]]
## Settings / Customization
** [[Fiscal Close|Fiscal Close]]
 
** [[Claiming|Claiming]]
# EDS
** [[Organizations|Organizations]]
 
** [[Taskapp|Taskapp]]
## Searching
** [[Invoices|Invoices]]
- Database Harvesting
** [[Gobi Integrations|Gobi Integrations]]
- Contribution
* [[ERM|ERM]]
- Matching
** [[Licenses|Licenses]]
 
** [[Organizations|Organizations]]
## Display
** [[eHoldings|eHoldings]]
- RTAC (Item Display)
** [[Agreements|Agreements]]
 
** [[Settings|Settings]]
## Settings / Customization
* [[7 FOLIO Training|Training by EBSCO (Initial Training)]]
 
** [[Experience the Evolution of EBSCOhost |Experience the Evolution of EBSCOhost ]]
# EBSCOAdmin
** [[Wichita State University Training]]
 
* [[Training by MOBIUS]]
- Partner Databases
** [[FOLIO Calendar]]
- Custom Catalogs
** [[FOLIO Permissions]]
- Custom Links
** [[FOLIO Acquisitions|FOLIO Acquisitions]]
- HLM
*** [[20250529-FOLIO-Acquisitions-Training|FOLIO Acquisitions Training Materials]]
- Authentication
** [[FOLIO Serials|FOLIO Serials]]
 
*** [[20250529-FOLIO-Serials-Training|FOLIO Serials Training Materials]]
# Panorama
* [[Locate (Local)|Locate]]
 
* [[MCO Open Hours]]
# OpenRS
 
## OpenRS DCB
- Integration w/Local Circulation
- Settings / Mapping / Configuration
- Reports
- Statistics
 
## OpenRS Locate
- Display
- Searching
- Requesting
- Settings / Mapping
- Clustering / Matching
- Contribution
- Harvesting
- RTAC (Item Display)
- Authentication
book_meta
Line 1: Line 1:
{
{
"title": "FOLIO WIKI",
"bookshelfimage": "folio-bee-orange.png",
"bookshelfimage": "File:folio-bee-orange.png"
"bookpdf-export-toc": "only-articles",
"title": "Folio wiki"
}
}

Latest revision as of 14:13, 6 August 2025