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CUL FOLIO > Organization fields in FOLIO > image2020-9-2 10:49:22.png

Includes

Summary
Contact Information
Contact people
Interface
Vendor information
Vendor terms
EDI information
Accounts

CUL FOLIO > Organization fields in FOLIO > image2020-3-10 9:54:28.png

The Summary section includes:

An automatic time stamp of when the resource was last updated.
Name enter the name of the organization here
Code as of Spring 2020, enter the EBSCO vendor code in this field. See this file, column C: https://cornell.app.box.com/file/661387980413. If you can't find the EBSCO vendor code in this file, but you know that the vendor has been selected in EBSCO, then log into EBSCO admin, search for the vendor in EBSCO, and click on the name - the vendor code will appear in the url in your browser (ex - ProQuest: https://admin.ebscohost.com/adminweb/holdings/vendorDetail/22/details). If the vendor does not appear in EBSCO at all then enter the Intota provider code, which is listed in the Alias field.
Accounting Code as of March 2020, do not fill this out, as we haven't determined FOLIO accounting codes for CUL yet
Organization Status choose from "active," "inactive," or "pending." We haven't figured out what pending refers to as of March 2020; maybe accounting would need to use pending status?
Default Language we probably don't need to use this, unless the language is not English?
Vendor this should be checked for vendor/publisher?
Alternative names: Alias as of March 2020, one of the alias fields will be filled out with the Intota provider code; do we want to delete this, once we have moved it to the "code" field?
Additional Alias fields should be filled out if the organization is also known by an acronym or some other version of its name

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CUL FOLIO > Organization fields in FOLIO > image2020-3-10 16:26:37.png

The Contact Information section includes:

Addresses, phone numbers, fax numbers, and emails for the organization (not for specific people within the organization – see Contact people).
Contact information can be tagged with various (and multiple) categories, such as customer service, payments, general, etc.
Contact information displays in the unopened (not in edit mode) license via these categories, so if you don't initially see contact information, expand the Uncategorized section.
In the future, it would be useful to add categories to our contact info so it sorts and displays better. I'm not sure if this info migrated from Intota or was entered by Liz. - ER 9/2/20

CUL FOLIO > Organization fields in FOLIO > image2020-9-2 10:45:20.png

The Contact people section includes:

Our specific contacts at the organization, as opposed to the organization's general phone, email and address information stored in the Contact information section.
For more than you ever wanted to know about Contact people, please see here: Everything You Always Wanted to Know About Contacts* (*But Were Afraid to Ask)

CUL FOLIO > Organization fields in FOLIO > image2020-9-2 11:8:46.png

The Interface section includes:

Generally, the administrative URL for the organization's site.
Clicking on Show credentials will reveal our username and password to enter the site.
Information about statistics, etc. will appear if it has been completed within the Interface "app."
For more information on how to access our interface list and edit and delete interfaces, see here: InterFace/Off: how to create, edit, and delete an interface in FOLIO

Vendor information, vendor terms, EDI information, and Accounts:

As of September 2020, these sections don't contain information, but stay tuned!