• LIB-TAN@IITGN # 8
• FOLIO: Future of Libraries is Open

By Krishnamoorti C.

Assistant Librarian Jio Institute

Date: 3^rd August 2022

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Overview

• FOLIO, an open source project
• It aims to reimagine library software through a unique collaboration of libraries, developers and vendors.
• It moves beyond the traditional library management system to a new paradigm
• The apps (Modules) are built on an open platform, providing libraries more choice and delivering new services to users.
• The FOLIO platform includes core functionality found in current library management systems and is extensible, allowing libraries to meet ever changing needs.

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What is FOLIO

• FOLIO is an open source library service platform
• This is the only completely new system developed in the last 10 years
• FOLIO specifications are developed by a global community of academic librarians and completely integrates physical and electronic workflows
• FOLIO is "Open source as a service“ and it supported by EBSCO
• The FOLIO community is organized under the open library foundation (Openlibraryfoundation.org)

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Projects by Openlibraryfoundation.org�

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Major FOLIO Users in India and Abroad

1. University of Chicago Library
2. Duke University Library
3. University of Chicago Library
4. Cornell University Library
5. University of Colorado Boulder
6. Michigan State University
7. Jio Institute Library from India

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FOLIO modules

1. Agreements
2. Check in
3. Checkouts
4. Courses
5. Eholdings
6. Finance
7. Inventory
8. Invoices
9. Licenses
10. Order
11. Organizations
12. Receiving
13. Setting
14. User

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User

• The Users app allows you to manage user information for patrons and library staff
• There is no separate directory or app for library staff users.
• The difference between a library staff user and a patron is that the library staff user record has FOLIO permissions assigned to it.

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FOLIO Homepage

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User

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Create User Account�

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Organizations(Vendors details)

• The Organizations app allows you to manage information about organizations associated with your library.
• The organizations app including the contact information, websites, interfaces and account.
• The organizations you create are shared with the acquisitions and electronic resources management areas of FOLIO in the following apps: Orders, Invoices, Receiving, Agreements, Licenses, and eUsage.

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Organizations

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Create Vendor

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Inventory

• The Inventory app allows you to manage your collections 
• Inventory stores bibliographic, holdings, and item data in the form of Instance, Holdings, and Item records
• From inventory FOLIO allows to create new record
• Using z39.50 we can download new MARC records
• The unavailable MARC records can be explored in Share.vde

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Share.vde

• Share-VDE is a library-driven initiative which brings together the bibliographic catalogues and authority files 

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• The collaborative endeavor, based on the requirements and perceptions of libraries

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• It is promoted by Casalini Libri, international bibliographic agency.

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• Can download MARC bibliographic file

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• The readily available catalogue can import to any integrated library management software

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eHoldings

• This module allows you to manage your library’s e-resources
• You can link your e-resources to agreements created in the Agreements app to create a relationship between the two.
• eHoldings: Can create and delete custom packages and titles.
• eHoldings: Can edit providers, packages, titles detail records.
• eHoldings: Can select/unselect packages and titles to/from your holdings.

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References

1. FOLIO | Open Source Library Services Platform’. FOLIO | The Future of Libraries Is Open, https://www.folio.org/
2. System dashboard. System Dashboard - FOLIO Issue Tracker. (n.d.). Retrieved August 31, 2022, from https://issues.folio.org/
3. YouTube. (2021, November 23). Folio Sprint Review 126-127. YouTube. Retrieved August 31, 2022, from https://www.youtube.com/watch?v=VPoP1G5jDcs

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• Thank You

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