A&M Consortium: FOLIO Courses Documentation: Courses Settings

The Courses settings are found in the Settings App in FOLIO. In the settings, you will be able to

• set terms that define the start and end dates for your courses
• review other settings options such as course types, departments, processing statuses, and copyright statuses.

Please note that any changes you make to the Course Settings will be made for all A&M institutions using the Courses App. For this reason, we are asking that you only make changes to your Courses terms in Settings.

To navigate to Courses settings, click on the Settings app and select courses on the menu.

This will display the course setting options in the middle panel of the screen:

Terms can be set to define the start and end dates for a course. Terms can also be set to any time frame based on an institution’s course reserves workflows. For example, a term can be set to an academic semester or to lengthier term if an item will be staying on reserve for an extended period of time, such as a year or longer.

When a course is assigned a term, all new items assigned to that course will have the start and end date of term automatically applied. These dates can also be adjusted manually when adding items to a course.

AddingTerms:

Each A&M institution should set their terms based on their course reserves procedures. Make sure to start the name of each term with your institutions OCLC code prefix. This will distinguish your terms from other institutions’ terms.

1. From the Settings App, click on “Courses.”
2. Click on Terms in the middle panel of the screen.
3. Click on “New” in the top right-hand corner of the screen.
4. Enter a name for your term.
5. Enter a start and end date for your term.
6. Click on save.

To Edit a Term:

1. Click on the edit icon next to the term you wish to edit.
2. After making changes, click save.  

To Delete a Term:

Terms must be manually deleted. Once a term is over, it will set the course to inactive but the term itself will still be listed as an option in the terms list.

1. Click on the delete icon next to the term you want to delete.
2. A confirmation window will appear.
3. Select Delete

As 10 institutions are sharing one Courses app, course departments have been set up to help designate the different institutions using course reserves.  Each campus using the courses app has its own course department named by OCLC code.  This will allow users to easily filter the list of courses by campus in the Courses app.

Academic department courses at each institution can be designated by Course Code and/or Course Name in the Courses App.

The current list of course departments is below:

A course department has been created for each campus institution that has indicated that they will be using the Courses App. If your campus is not listed here or you need an additional course department added, please contact the Stillwater FOLIO administrative team.

The following settings are set for the entire A&M Consortium. If you would like to update any of these settings, please contact the Stillwater FOLIO administrative team so that they can make the needed changes.

Processing Status

The processing status reflects the status of a course reserves item. Processing statuses can be added and removed from items on reserve lists. However, processing status is not a required field.

 Note: Processing statuses must be manually removed from items. They will not be removed from items automatically when items are removed from a course list.  A Courses processing status will not impact how an item circulates.

Here is a list of the current processing statuses set up within our tenant:

Copyright Statuses

Copyright status is used within the Courses app to track the copyright license of a particular item on reserve. Copyright status is not a required field. The following copyright statuses are set up in our consortium’s tenant:

This guide covers specific instructions on using course settings for the Oklahoma consortium’s FOLIO tenant. Additional information about Courses settings in FOLIO can also be found at:

• FOLIO Docs
• Ebsco Connect