Acquisitions

Only active and pending orders were migrated from Sierra into FOLIO. Active and pending orders were defined as Orders with Orders status of open "o", ongoing open "f", and on hold "1". No closed or paid orders were migrated.

Brief Instance record

Edit, Open, Unopen order records

Importing an Instance record into FOLIO from OCLC

Importing Print Firm Orders from Oasis with the Order Import Tool

Importing Ebook Firm Orders from Oasis using FOLIO Data Import

Law Instances & Duplicating Law Purchases

Law Instances: How to Identify Law Instances

OA Fund order records

One-time, physical order

One-time, eresource, single-title ebooks and streaming videos orders

Ongoing, electronic resource order

Ongoing, print serials order

Ongoing Orders Clean up in FOLIO

Purchase Order Line Fields and Definitions: Acquisition Method, Order Format, Material Type

Rush Orders & Rush Processing

Standing Orders, Classed Separately - Create Package Order and Receiving

• FOLIO Orders Tips & Tricks for Subject Liaisons
• When searching for a title in the Orders app, see that your search is toggled to "Purchase Orders Line" rather than "Purchase Order." Titles are a field on the Purchase Order Line level.
• Keyword searching from the Orders app is more sensitive than keyword searching in Inventory. If you are unable to locate a title via keyword from the Orders app, try searching for it in Inventory and identifying the Purchase Order via Inventory.
• Once a Purchase Order is activated and in "Open" status, a limited number of fields are available to edit. If you need to edit fields that are not available, the Purchase Order must be put into "Unopen" status which is equivalent to pending status. This also needs to be done from the Purchase Order level, rather than the PO Line level. POs and PO Lines in "Unopen" status have all of their fields available for editing.