Technical Services Trainings & Documentation

LTS’s documentation is being compiled on the LTS FOLIO Documentation pages.

FOLIO Technical Services Overview - March 24, 2021

• Link to the recording
• Slides:
  • Cornell's FOLIO ERM.pptx
  • “Batch Processing” in FOLIO.pptx
  • FOLIO acquistions overview.pptx
  • LTS Inventory Intro.pptx

Iris:  when editing holdings, you'll be able to expand the editing area so that you can see the whole holdings statement

Wrap text during Inventory holdings edit.mp4

Searching FOLIO's Inventory - April 7/14, 2021

• Slides: Searching FOLIO’s Inventory April 2021.pptx
• Recording of April 14 Session

Creating Records in FOLIO and the Technical Services Workflow - April 21/28, 2021

• Slides: Creating Records in FOLIO and the Technical Services Workflow
• Link to the recording (4/21/2021)
• Link to the recording of the repeat session (4/28/2021)

Ordering in FOLIO - May 5, 2021 

•  Slides: Ordering in FOLIO
•  Link to recording

Receiving and Claiming Monographs in FOLIO - May 12, 2021

• Slides: Receiving and Claiming Monographs in FOLIO
• Link to recording

Cataloging Workflow in FOLIO - May 25, 2021

• Link to recording (no slides)

Serials check-in and claiming in FOLIO - May 26, 2021

• Slides: Serials check-in and claiming in FOLIO
• Link to recording
• Exercises for follow-up session (May 28th, 2021)

Invoicing in FOLIO - June 2, 2021

• Slides
• Link to recording
• Exercises for follow-up session (June 4, 2021)