Skip to Main Content

FOLIO

This guide provides information on the integrated library system (ILS) FOLIO and integrated products.

Ramsons News

Ramsons Upgrade

Upgrade for Ramsons is scheduled for Monday, June 3, 2025. The estimated system downtime is 10PM to 6AM.

 

Ramsons Release Training

Training and  Documentation

EBSCOConnect Training (requires logging in with an EBSCOConnect account)

Starting with the Ramsons release, EBSCO will no longer be hosting 90 minute live training. Instead, they will have pre-recorded training sessions and Open Q&A sessions.

Recorded Training

Register for Open Q&A sessions

  • March 18, 2025 7:30am
  • March 21, 2025 1:00pm

 

Highlighted Fixes and New Features

Agreements

  • Create documents for individual agreement lines
  • Filter based on agreement line documents

Bulk Edit

  • Edit instance notes for instances source MARC 6xx and 9xx fields (up to 50,000 records)
  • Edit instances for instances source FOLIO (up to 100,000 records)
  • Update 5xx and 9xx fields for MARC source records
  • User-friendly wording for operators

Checkout

  • Profile pictures display at checkout

Checkin

  • Floating collection support

Data Export

  • Remove MARC fields before export
  • Suppression options and transformation table changes on data export mapping profiles
  • Export instances set for deletion via API
  • Export deleted authority records via API

Data Import

  • Refine and standardized handling of 035 OCLC numbers in MARC records (Data Import or Single Record Import)
  • Add resource identifier type "Canceled LCCN" and mapped to 010$z
  • Ability to export & import Data import profile via API

Finance

  • Display total credited amount separate from total expended amount on budget
  • Filter by encumbrance status
  • Display currency on fiscal year and budget records

Inventory

  • Subject types & subject source filters for instance records
  • Browse by instance classification number
  • Date range filter
  • Case insensitive and diacritic agnostic searching
  • Place of publication filter
  • Ability to edit MARC bib and export record in "View Source"
  • Tenant can set default sort
  • Add validation to quickMARC for both MARC bibliographic and authority records that checks for existing LCCNs (by default, disabled)
  • Add validation to quickMARC for both MARC bibliographic and authority records that checks for 010 $a structure validation (by default, disabled)

Invoices

  • Duplicate invoices

Lists

  • Update display of null/empty fields to match Inventory app
  • Lists permission granularity (list permissions based on permission for other apps)
  • Export all or selected columns only
  • User-friendly wording for operators

MARC authority

  • Case insensitive and diacritic agnostic searching
  • Additional X00, X10, X11 subfields in search/browse results
  • Quick export from detail view
  • Adjust MARC authority file settings to improve usability
  • Change MARC authority search to "all" instead of "=" like Inventory
  • Add validation to quickMARC for both MARC bibliographic and authority records that checks for existing LCCNs (by default, disabled)
  • Add validation to quickMARC for both MARC bibliographic and authority records that checks for 010 $a structure validation (by default, disabled)

Organizations

  • Prevent deletion of banking account types when in use

Orders

  • Custom POL fields available for CSV export
  • Custom field filter for POLs
  • Autoscrolling when adding POL fixed

Receiving

  • Create a configurable list of users for nonstandard handling of pieces in receiving
  • Print routing list for physical pieces in receiving
  • Support binding of serial issues into bound volumes

New! Reading Room

  • This app allows an institution to configure reading rooms associated with service points.

Requests

  • New pick list tokens for staff slips
  • Functionality to deter duplicate pick slip printing
  • Print status filter
  • Multiple printing options (single print, selection print)
  • Pick-up service points sorted in alphabetical order

Serials

  • Ability to delete predicted pieces
  • Modify publication patterns (before creating predicted pieces)

Users

  • New function to export user data for library card printing
  • Error message when user tries to add non-image or invalid URL to profile
  • Due date receipts
  • Reading room access accordion on user records