FOLIO

FOLIO can now integrate with Stacks for both authentication and search capabilities. This article will explain how to configure the integration for Authentication, as well as configure basic settings for a FOLIO search as well as the My Account settings for patrons.

Authentication Configuration

1. From the Dashboard, click the Integrations tile, then click the Authentication tile
2. Primary Authentication, from the list select FOLIO
3. Click FOLIO from the menu on the left
   1. URL, enter the provided URL
   2. Username, enter the username (this must be an admin user)
   3. Password, enter the password 
   4. Tenent ID, enter the customer tenent ID
   5. Edge for FOLIO, enter the provided URL
   6. API Key, enter the provided API key
   7. Authentication Type, select the appropriate authentication type
      1. Barcode / Pin - Important! this option is only available for customer who purchased FOLIO through EBSCO
      2. Username / Password 
   8. Enable Manage Items, when checked will allow users to manage their items/checkouts
4. Click Save Configuration when finished

Search, Holds, and Items

Additional settings may need to be configured for setting up the FOLIO search integration as well as Holds.

Search Configuration

1. From the Dashboard, click the Integrations tile
2. Click the Search tile, then click the FOLIO tile
   1. Enable Holdings Information, when checked, this will include holdings information (from FOLIO) in search results
   2. Enable FOLIO Query for Resource Flows, when checked, this will allow administrators to query FOLIO for populating resource data when creating or editing resource flows
   3. Enable Material Facet, when checked, will enable a material facet
   4. Enable Format Facet, when checked, will enable a format facet
   5. Click Save Configuration when finished

For more information on enabling a FOLIO tab or drop down for the primary search bar, please see the Search Configuration article; see the Resource Flows section of the user guide for more information on creating and editing resource flows. 

Holds

To enable holds for the FOLIO integration

1. From the Dashboard, click the Integrations tile
2. Click the Holds tile
   1. From list, check the Enable box on the FOLIO row
   2. Default, select the appropriate integration that will be the default for holds
   3. Click Save all changes when finished

Items

To enable items for the FOLIO integration

1. From the Dashboard, click the Integrations tile
2. Click the Items tile
   1. From list, check the Enable box on the FOLIO row
   2. Default, select the appropriate integration that will be the default for items
   3. Click Save all changes when finished

My Account Settings

To configure the display of FOLIO information on the patron's My Account page, follow these steps.

1. From the Dashboard, click the Integrations tile
2. Click the My Account tile, then click the Blocks tile
3. Enable, click the box beside each option you wish to be displayed in the patron's my account page
   1. Account information, Holds, and Items all require an ILS integration to display any information; also, Rated Items is only applicable if this feature has been enabled for your Collections
4.  Click Save All Changes when finished