7 FOLIO Training

Notes To Users

• This page contains the EBSCO (i.e. Molly Driscoll) training sessions that were performed and recorded for MOBIUS.
• Please reach out to the Help Desk for the passwords for any of these sessions (the sessions reside on EBSCO's web site and they assigned unique passwords for each session).
• If a link doesn't work, please reach out to the Help Desk since we have each of these recordings stored locally as well.
• Also please note that these training sessions were performed on the Poppy and the Quesnelia (Serials only) releases.
• None of the training sessions reflect the ECS (Enhanced Consortia Support) environment.

User Management, Session #1 - For All - (Monday, 3/18/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs just over an hour.

User Management, Session #1 - For All - (Tuesday, 3/19/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs just over an hour.

User Management, Session #2 - For Site Coordinators - (Wednesday, 3/20/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

User Management, Session #2 - For Site Coordinators - (Friday, 3/22/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

Circulation, Session #1 - For All - (Monday, 3/25/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

Circulation, Session #1 - For All - (Tuesday, 3/26/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

Circulation, Session #2 - For Site Coordinators - (Wednesday, 3/27/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

Circulation, Session #2 - For Site Coordinators - (Thursday, 3/28/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Acquisitions #1 - – Finance & Organizations - For All - Session 1 (Friday, 3/29/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hours and a half.

Acquisitions #1 - – Finance & Organizations - For All - Session 2 (Monday, 4/1/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Acquisitions #2 – One-Time Acquisitions: Any Staff- Session 1 (Tuesday, 4/2/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #2 – One-Time Acquisitions: Any Staff - Session 2 (Wednesday, 4/3/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #3 – Ongoing/Recurring/Serials Acquisitions: Any Staff - Session 1 - (Thursday, April 4, 2024).

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #3 – Ongoing/Recurring/Serials Acquisitions: Any Staff - Session 2 -(Friday, 4/5/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #4 – Settings & Configurations: Site Coordinators- Session 1 - (Monday, 4/8/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #4 – Settings & Configurations: Site Coordinators- Session 2 - (Tuesday, 4/9/24).

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #5 – Orders, Receiving, and Invoices (Data Import & Export): Site Coordinators & Others - Session 1 - (Wednesday, 4/10/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Acquisitions #5 – Orders, Receiving, and Invoices (Data Import & Export): Site Coordinators & Others - Session 2 - (Thursday, 4/11/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Cataloging): Any Staff - (Friday, 4/12/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Cataloging): Any Staff - (Monday, 4/15/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Authority Cataloging) Session 2: Cataloging Staff Performing Authority Work & Site Coordinator - (Tuesday, 4/16/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Authority Cataloging) Session 2: Cataloging Staff Performing Authority Work & Site Coordinator - (Wednesday, 4/17/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Data Export & Import) Session 3: Site Coordinators - (Thursday, 4/18/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Metadata Management (Data Export & Import) Session 3: Site Coordinators - (Friday, 4/19/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

ERM Session 1: Any Staff - (Monday, 4/22/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

ERM Session 1: Any Staff - (Tuesday, 4/23/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

ERM Session 2: Any Staff - (Wednesday, 4/24/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

ERM Session 2: Any Staff - (Thursday, 4/25/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Course Reserves: Any Staff - (Friday, 4/26/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Course Reserves: Any Staff - (Monday, 4/29/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

System Administration: Site Coordinators - (Tuesday, 4/30/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

System Administration: Site Coordinators - (Wednesday, 5/1/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour and a half.

Lists & Tasks Apps in FOLIO Session 1 - (Friday, 5/3/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Lists & Tasks Apps in FOLIO Session 2 - (Friday, 5/3/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Local Locate, Session 1 - (Monday, 5/3/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Local Locate, Session 2 - (Tuesday, 5/7/24)

Check out the training session.

Please note, you will need a password to view the recording as well as the audio transcript that details the training. (Passwords are unique to each session.)

Please contact the Help Desk if you need the password.

The session runs an hour.

Panorama Training - (Thursday, 8/15/24)

The recording of the training session is available upon request.

The training session was hosted by EBSCO, so you’ll need the URL and the password for it.

Please contact the Help Desk for the link and the password.

The session runs just over an hour.