FOLIO

EBSCO | FOLIO Poppy Release Updates (EBSCOConnect login required)

Additional Poppy documentation

• Release Notes
• Poppy Release digest

Training by App

Acquisitions apps

Bulk Edit

• Bulk Edit Highlights: PowerPoint Slides for MM SIG meeting 11/16/2023 (slides 8-12)

Data Export

• Data Export Highlights: PowerPoint Slides for MM SIG meeting 11/26/2023 (slides 16-20)

Check in/Checkout  (including notices)

• Requests, Notices: PowerPoint Slides for RA-SIG April 2023 meeting

Inventory

• Create and delete bound-with connections in the edit screen of the item record

Lists

• WolfCon 2023 Lists App Overview

API

• FOLIO GitHub
• FOLIO Project
• Postman Help and Training Resources

Panorama

• Panorama Standard Dashboard Descriptions
• Panorama Frequently Asked Questions (EBSCO)
• Panorama Overview video (EBSCOConnect login required)

Upgrade Information

Release Notes

• Quesnelia Release Notes
• Poppy Release Notes
• Orchid Release Notes
• Nolona Release Notes

EBSCOConnect Videos (login required)

• Morning Glory Update
• Nolana Release Update
• Orchid Release Update

For more detailed tutorials for common workflows and tasks in FOLIO apps, such as creating, paying, and cancelling an invoice, see the EBSCOConnect's FOLIO Interactive Learning Guides. The tutorials are organized by app.

Acquisitions

EBSCOConnect Videos (login required)

• Acquisitions Video Collection
• Acquisitions Units Overview
• Organizations App Overview
• Finance App Overview
• Receiving App Overview
• Invoices App Overview
• Orders App Overview

Circulation

EBSCOConnect Videos (login required)

• Calendar Overview
• Circulation Apps Overview

Course Reserves

EBSCOConnect Videos (login required)

• Courses App Overview

ERM

EBSCOConnect Videos (login required)

• ERM Video Collection
• Agreements App Overview
• Dashboard App Overview
• EBSCO Acquisitions ERM Workflow
• eHoldings Overview
• Licenses App Overview
• Organizations App Overview

Metadata management

EBSCOConnect Videos (login required)

• Inventory App Overview
• quickMARC Overview
• Data Export App Overview
• Data Import App Overview
• MARC Authority App Overview
• Record Creation Options

Users

EBSCOConnect Videos (login required)

• Users App Overview