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Cornell University Library Collection Development Manual: FOLIO

A guide to CUL policies, procedures, and processes for subject selectors and others who contribute to the building of Library Collections.
URL: https://guides.library.cornell.edu/cdmanual
  • HomeToggle Dropdown
    • Collection Priorities
    • Glossary
    • Subject Collection Policies
    • Selector Competencies
  • Budgeting
  • Selection ToolsToggle Dropdown
    • Pre-Selection Searching
    • Ordering Through OASIS
    • OASIS - Setting Preferences
    • OASIS - Book Approval Plan Codes
    • OASIS Slips
    • New OASIS Ordering Procedure
  • OrderingToggle Dropdown
    • Serials
    • E-Resources
    • Duplication Policy
  • Gifts
  • Interacting with LTS
  • Approval PlansToggle Dropdown
    • Mann Approval Plan Transfers
  • Usage Data
  • Transfers/Withdrawals
  • Liaison Program
  • Networks & Consortia
  • FOLIO

FOLIO Starting Points

FOLIO Home Page (login required)

FOLIO System Documentation

FOLIO Glossary

FOLIO Support

CUL FOLIO support home page

Known issues & statuses (scroll down to see issues)

Enhancement requests (mediated list)

CUL-IT Desktop Services Portal
Use this support portal to:
- Ask for help with a FOLIO problem
- Ask for help with FOLIO reports
- Request a FOLIO enhancement

 

FOLIO Reporting

Selector Data Dashboards

Automated Selector Reports

FOLIO Reporting Home Page

FOLIO Canned Reports Directory

Common Selector Tasks Using FOLIO Apps

  • How to look up information related to a specific fund number (e.g. balance, original allocation, transactions connected to fund).
  • In the case where multiple funds pay for a resource, how to look up information about funds and amounts (split funding)
  • How to identify the fund(s) of record for a continuation (ongoing subscription)
  • How to identify a list of titles included in a package (e.g. Wiley Online Library)
  • How to identify vendor contact information for a resource
  • How to view information about specific items (PO lines) on large invoices
  • How to look up if an invoice for a specific resource has been paid using resource name/title

Common Selector Tasks Using DBeaver Queries

  • How to get a list of approved invoices by fund number
  • How to get a list of all fund balances (coming soon, but in the short-term you can download the CR165 Teams and Funds report from here)
  • << Previous: Networks & Consortia
  • Last Updated: Apr 3, 2025 1:41 PM
  • URL: https://guides.library.cornell.edu/cdmanual
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