FOLIO Fun  Fact #1 

Did you know that in the Inventory app, it is possible to combine contributor and title information into a single search? You can even use an asterisk as a truncation symbol, like this:


This search finds titles with both “echo” and “echoes” in them, and with contributors named “Perry.”


FOLIO Fun Fact #2

When you Fulfill a Page Request – You just check in the item once you have paged it. There is no need to process the request separately as you do with Voyager callslips.


FOLIO Fun Fact #3

You can use the clipboard icon in FOLIO to easily copy barcodes (and Inventory record identifiers too):

FOLIO Fun Fact #4

In FOLIO in the Users App you can search for a patron by their net ID, too!


FOLIO Fun Fact #5 

In many of the FOLIO apps, the left-hand search pane can be collapsed to create more space on your screen for viewing and working with your search results. Just click on the left-facing arrow to collapse the pane:

The collapsed pane can be restored by clicking on the right-facing arrow near the upper-left corner of the screen:


FOLIO Fun Fact #6 

When a Lost Book is returned, the Lost Book Fee is automatically removed when you check in the item.

There is no need to wait for an item related report and there is no need to manually remove the fee.


FOLIO Fun Fact #7

What are “accordions?”

“Accordion” is a UX (user experience) design term for “a design element that expands in place to expose some hidden information.” (https://www.nngroup.com/articles/mobile-accordions/)


In FOLIO accordions are used for sections of related or repeated elements in a record.

They are active in both view and edit screens.

You can expand accordions to see all their elements.

You can collapse accordions to make a record view more compact and to hide information that’s not currently relevant.


Accordions are marked with a downward pointing arrow when they are collapsed. Click on this arrow to expand the accordion:

There’s an upward pointing arrow when they are expanded. Click on this arrow to collapse the accordion:

FOLIO Fun Fact #8

Lost Status in Resource Access

From the Check in app, when a book with a lost status is checked in at its home location, you only need to confirm the pop-up and the lost status will be removed.


The Status reverts back to Available

FOLIO Fun Fact #9

Use the record ID # from the public catalog  to find the instance record in the Inventory app

Because keyword searches in the Inventory app are not left-anchored, a title search can often bring up many false hits to sift through, as in the example below. A workaround for this situation is to search the title in the public catalog, which does offer left-anchored searching, to find the desired record. Locate the record id in the URL for the record, then use that record id to search for the record in Inventory.

Both the keyword search and the Instance HRID (Human Readable ID) search will retrieve the specific record. This technique will not work for records that are suppressed from the public catalog, however.


FOLIO Fun Fact #10

In the Inventory App you can look up the Circulation History of an item to see when it was last checked in, the service point that checked it in and the source (the name of the person who checked it it).


FOLIO Fun Fact #11

Sorting Inventory Results by Title (an advanced FOLIO Fun Fact)

The Title sort (which is the default sort) for Inventory results, currently includes any initial articles.

To view titles sorted without initial articles, you can force a different sort by manually changing “sort=title” in the URL to “sort=indexTitle” (note the capital “T”).


FOLIO Fun Fact #12

If you want to place a request on an item that is AVAILABLE, you would place a PAGE request rather than a HOLD request. FOLIO will only give you that option.


FOLIO Fun Fact #13

Save or share a search strategy in Inventory:


Since FOLIO is web-based, you can save and share searches by bookmarking or copying and pasting the URL from the search.

For example, this:

https://cornell-training.folio.ebsco.com/inventory?filters=effectiveLocation.652de34c-5904-42a7-98ee-a730169a3f71&query=dogs&sort=title

will take you directly to the results of a search for keyword “dogs” with items in location “Vet.” (You will need to log in to the FOLIO training environment first.)


Can you tell what this search is for? (extra points if you can figure it out just looking at the URL!)

https://cornell-training.folio.ebsco.com/inventory?qindex=title&query=green%20eggs&sort=title


FOLIO Fun Fact #14

Proxies pop-up on the Check out App

In FOLIO if a patron is a proxy for another patron, that information will pop-up when you scan their ID from the Check Out App. The pop-up will ask, “Who are you acting as?” The default is that the patron is acting as themselves.  All the patrons they are a proxy for will be listed. You simply click the appropriate patron and continue the check out process.


FOLIO Fun Fact #15

FOLIO Is Young

FOLIO is an open-source suite of apps, created collaboratively by the FOLIO community which includes librarians, library vendors, independent developers, and others. FOLIO’s development began in late 2016 (the main wiki page was created on Aug 18, 2016). This means if FOLIO were a human it would possibly be preparing to start kindergarten this fall.

Despite its youth, it’s already changed a lot from its earliest days. Here’s what the initial login screen looked like only four years ago (June 2017), when the only available apps were Users and Settings:

For more FOLIO history, and recent stuff as well, check out the Open Library Foundation’s YouTube channel, which is where we grabbed this screenshot.

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