Tags Glossary

Summary: FOLIO allows for the use of tags. The tags defined here are specific to Technical Services (other tags by other MSU Libraries units may exist) and have been approved by Technical Services Team Managers. All tags in use MUST be submitted to that body for review and standardization: LIB.DL.tsteammanagers@msu.edu

1 A-D | 2 E-K | 3 L-O | 4 P-S | 5 T-Z

A-D

Name	Definition	Guidelines for use	Example(s)
acq-expecting_credit	This tag will alert acq staff that there’s an expected credit or refund due against a one-time order	Click the tag icon next to the blue Action button in the POL and select the tag from the menu Remove the tag when credit or refund is applied to the record	DOcontinue to note credit details in the POL
acq-expecting_credit			DONTuse this tag for standing order records
acq-notify	This tag will alert acq staff that there’s a patron notify on a POL	Click the tag icon next to the blue Action button in the POL, or select the tag from the menu in the PO line details accordion if in the edit mode Remove the tag upon receipt (and mark the notify ‘done’)	DOcontinue to type NOTIFY & the corresponding patron # in the POL ‘Receiving Note’ field
acq-s/o	This tag will be used to identify standing order invoices (any invoice that will pay against a fund that ends with “NS” or “SR”)	After completing the first invoice screen, click the tag icon next to the blue ACTIONS button and select the tag from the menu The tag can be filtered in the Invoice app	DOtag invoices that have a mix of standing orders and one-time orders
acq-s/o			DONTtag one-time order invoices with acq-s/o
acq-s/o_expecting_credit	This tag will alert acq staff that there’s an expected credit or refund due against a standing order	Click the tag icon next to the blue Action button in the POL and select the tag from the menu Remove the tag when credit or refund is applied to the record	DOcontinue to note credit details in the POL DONTuse this tag for one-time order records
acq-s/o_under_review	This tag will be used to identify standing order POLs that are under review	Click the tag icon next to the blue ACTIONS button in the POL and select the tag from the menu	DOuse this tag for standing order evaluations, package changes, title changes, etc. DONTtag one-time orders with acq-so under review
acq-membership	This tag will be used to identity membership records (both part of membership and paid on records).	Click the tag icon next to the blue ACTIONS button in the POL and select the tag from the menu Currently, our “Acquisitions Method” field uses both “Technical” (mainly in migrated records) and “Membership” (for newer or updated records). Having a tag helps to pull records together as needed and provides another way of filtering the records.	DOuse this tag for standing order memberships. DONTtag one-time orders with acq-membership.

E-K

Name	Definition	Guidelines for use	Example(s)

Name	Definition	Guidelines for use	Example(s)
erm-[value]	Electronic Record Management (ERM) for agreement record	use only for FOLIO ERM records always starts with ‘erm-‘ replace [value] with the appropriate value related to ERM work needs	erm-atypon erm-hindawi erm-lockss erm-accessibility

L-O

Name	Definition	Guidelines for use	Example

Name	Definition	Guidelines for use	Example
marc-template	Inventory instance record template with underlying SRS MARC template.	Use this tag on template stub records that have an underlaying MARC stub record template

P-S

Name	Definition	Guidelines for use	Example

Name	Definition	Guidelines for use	Example

T-Z

Name	Definition	Guidelines for use	Example

Name	Definition	Guidelines for use	Example