Moving items in Folio Inventory

Summary: Procedures for moving item records within an Instance or between Instances in the Folio Inventory app

See Folio documentation for latest instructions on moving items within an Instance or for moving Holdings and Items between Instances.

2025 MelCat workaround

The development of nascent INNReach compatibility for Folio requires a workaround when moving items between Instances. This workaround will apply a statistical code to the item before movement, and remove the same statistical code after movement. Please apply this workaround when moving an item to a new Instance for any MelCat-requestable item until further notice.

1. In the Item record, click Actions > Edit

2. Click Add statistical code

3. Add the code INN-Reach: NOMeL - Exclude from MelCat Contribution

4. Click Save & Close

5. Proceed with moving the item record per steps in the next section

6. After moving the item record per the steps in the next section, open the Item record again and click Actions > Edit

7. Click the trash can icon to the right of the statistical code INN-Reach: NOMeL - Exclude from MelCat Contribution

8. Click Save & Close

Moving items within an instance

To move items to a different holdings record within the same instance record, follow these steps:

1. Find the instance with the items you want to move and select it.

2. In the Instance record details pane, click Actions > Move items within an instance. A drag and drop column and checkbox column appear in the Holdings tables.

3. In the Holdings section, you can move items to another holding by following either of these steps:

   1. Click the drag and drop column of the item you want to move and drag it over to the Holdings table to which you want to move it. A confirmation message appears and the item appears in its new Holdings table.

   2. Select the checkbox in the row of the item you want to move and click Move to > [Holdings record]. A confirmation message appears and the item appears in its new Holdings table.

4. Optional: Repeat step 3 as needed.

5. Once you are finished, click Actions > Stop items movement within an instance.

Moving holdings or items to another instance

1. Find the instance with the holdings or items you want to move and select it.

2. In the Instance record details pane, click Actions > Move holdings/items to another instance.

3. In the Select instance dialog, in the Search & filter pane, search for the instance to which you want to move the holdings or items by entering search words in the box.

4. Optional: Filter your results by Language, Resource Type, or Location.

5. In the Search results, click on the instance to select it. Both instance records appear in the window and have drag and drop columns and checkbox columns in their Holdings tables.

6. To move holdings to another instance, follow either of these steps:

   1. Click the ^ next to the Holdings name of the holding record you want to move and drag it over to the Holdings section to which you want to move it. In the Confirm move dialog, click Continue. The holding appears in its new Holdings section.

   2. Click Move to > [Instance record]. In the Confirm move dialog, click Continue. The holding appears in its new Holdings section.

7. To move items to another instance, follow either of these steps:

   1. Click the drag and drop column in the row of the item you want to move and drag it over to the Holdings table to which you want to move it. In the Confirm move dialog, click Continue. The item appears in its new Holdings table.

   2. Select the checkbox in the row of the item you want to move and click Move to > [Instance record Holdings record]. In the Confirm move dialog, click Continue. The item appears in its new Holdings table.

8. Once you are finished, click the X at either of the instance records.