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Gumberg Library
Duquesne University
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FOLIO Training Resources
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FOLIO Training Resources: Gumberg Library
Login link to Duquesne's instance of FOLIO
Duquesne FOLIO
Community FOLIO documentation
API Documentation
FOLIO Shell Utilities
Recorded Training and Question and Answer Sessions
***EDS Profile for testing holds and reviewing account***
Documentation
Main FOLIO documentation (maintained by the FOLIO community)
Configuration Information
Locations Contextual Documentation
Locations Configuration Information
Service Points Contextual Documentation
Overview Videos
FOLIO Overview: Circulation Apps (~15 minutes)
FOLIO Overview: Circulation Policies (~25 minutes)
FOLIO Overview: Circulation Rules (~16 minutes)
FOLIO Overview: Calendar (~9 minutes)
FOLIO Overview: Fee/Fine and Block Settings (~18 minutes)
FOLIO Overview Acquisition Units (~10 Minutes)
FOLIO Overview: Finance Settings (~8 Minutes)
FOLIO Overview: Finance App (~16 Minutes)
FOLIO Overview: Orders Settings (~17 Minutes)
FOLIO Overview: Orders App (~22 Minutes)
FOLIO Overview: Receiving Orders (~14 Minutes)
FOLIO Overview: Invoices Settings (~12 minutes)
FOLIO Overview: Invoices App (~17 Minutes)
FOLIO Overview: Licenses Settings (~10 minutes)
FOLIO Overview: Licenses App (~10 minutes)
FOLIO Overview: eHoldings Settings (~9 minutes)
FOLIO Overview: eHoldings App (~15 minutes)
FOLIO Overview: Agreements Settings (~12 minutes)
FOLIO Overview: Agreements App (~15 minutes)
FOLIO Overview: Data Export Settings(~11 minutes)
FOLIO Overview: Data Export App (~11 minutes)
FOLIO Overview: Data Import Settings (~26 minutes)
FOLIO Overview: Data Import App (~6 minutes)
FOLIO Overview: MARC Authority App (~12 minutes)
The User App
Users App Overview
Users Settings Overview
Creating a User Record
Assigning Permissions to a Staff User
Assigning Service Points to a Staff Record
Adding a Manual Block to a User Record
Adding a Note to a User Record
Acquisitions App
Creating a Fiscal Year
Creating a Ledger
Creating a Group
Creating a Fund
Creating a Budget on a Fund
Viewing Transactions on a Current Budget
Transferring Money Between Budgets
Exporting Budget Information
Exporting Fund and Expense Class Information
Creating a New Order
Creating an Order Template
Opening an Order
Receiving an Order Line
Creating an Invoice
Approving an Invoice
Paying an Invoice
Viewing and Editing a Voucher
Exporting Vouchers in Batch Groups
The Inventory App
Inventory App Overview
quickMARC App Overview
Inventory Settings Overview
Creating an Instance Record
Creating a Holdings Record
Creating an Item Record
Viewing the Underlying MARC Record
Editing a MARC Record
Importing a Single Record
Deriving a MARC Bibliographic Record
Moving Items with an Instance
Moving Holdings and Items to a New Instance
Browse Instance Records by Call Number
Browse Instance Records by Contributor
Browse Instance Records by Subject
Bulk Editing Item Records (In-App Approach)
ERM
How to Create a New License
Adding an Amendment to a License
Exporting License Information to .CSV
Filtering Licenses Using Terms
Searching eHoldings by Provider
Searching eHoldings by Package
Searching eHoldings by Title
Adding a Package to eHoldings
Adding a Title to eHoldings
Creating a New Agreement from eHoldings
Creating an Agreement
Linking an eHoldings Package to an Existing Agreement
Linking an eHoldings Title to an Existing Agreement
The Circulation App
Checking Out an Item
Creating a Fast Add Record for Check Out
Checking In an Item
Backdating a Checkin
Renewing an Open Loan on a User Record
Changing the Due Date on an Open Loan
Declaring an Item Lost
Marking an Open Loan as Claimed Returned
Resolving a Claims Returned on a Loan
Applying a Manual Fee/Fine to a User Record
Paying a Fee/Fine on a User Record
Waiving a Fee/Fine on a User Record
Data Export, Data Import, and MARC Authority
Creating a Quick Export
Running a Data Export Job Based on Instance UUIDs
Using a CQL Query to Run a Data Export Job
Running a Data Import Job
Importing a Single Record
Adding a MARC Field Protection
Create an Item Field Mapping Profile
Creating an Action Profile
Creating a Match Profile
Creating a Job Profile
Create a Holdings Field Mapping Profile
Create an Instance Field Mapping Profile
Creating the Profiles for EDIFACT Invoice Import
Deleting Data Import Logs
Viewing Data Import Logs
Searching for a MARC Authority Record
Browsing MARC Authority Records
Creating a New MARC Authority Record Using Data Import
Create a Field Mapping Profile to Update MARC Authority Records
Create an Action Profile to Update MARC Authority Records
Create a Match Profile to Update MARC Authority Records
Create a Job Profile to Update MARC Authority Records
Editing a MARC Authority Record in quickMARC
Deleting a MARC Authority Record
Exporting MARC Authority Records
