Creating Courses in FOLIO

Department

Circulation

Purpose

Creating courses in FOLIO allows for professors to put materials on reserve for their students.

Overview

Course creation instructions used before materials can be reserved for in-library student use.  

Required Knowledge/Skills

FOLIO

Safety Issues/Precautions

N/A

Equipment/Supplies

FOLIO, Reserve Request form   

Procedure

Checking for and Creating Course Department

  1. Click on Settings > Courses.
    1. Department and Term are configured in Settings.
  2. Edit the term dates under Terms by clicking edit button (pencil icon), then changing the dates for applicable term ending the term one day after the end of the semester, then click Save.
  3. Create a new course department by clicking New, then enter the department name and description, then click Save.

Creating a course

  1. To create a course, you must have the Courses window open.
  2. Click Actions > New.
  3. In the Create Course window, enter the following under Basic Course Information:
    1. Course Name
    2. Department
    3. Course Code
    4. Section (if applicable)
  4. Under Course Listing Information, enter the following:
    1. Course Type (usually in-person)
    2. Term (Permanent Reserves or the appropriate semester, as applicable)
  5. Click Save & close.

Reminders

  1. If you are adding one or more cross-listed courses to a course, the information you enter into Course Listing Information also applies to each cross-listed course.

Adding a Cross-Listed Course

  1. Find the course you want to add a cross-listed course to and click on it in the Courses list.
  2. In the course details window, click Actions > Crosslist.
  3. In the New course within listing window, enter a Course name and optionally fill in the other boxes under Basic course information. The Cross-listing information section is populated with information from the original course.
  4. Click Save & close. The course is saved and appears in the Cross-listed courses section of the original course. It also appears in the main course list.

Adding Instructors to a course

  1. Under instructors click on Add Instructor
  2. Type the instructor’s name into the search bar and click on Look up user
  3. In the new pop-up window type the instructor’s name into the new search bar and click search
  4. For courses that have multiple instructors listed repeat steps 5-7 for each instructor.
  5. Click on the appropriate name and then click on Save & Close

17. See Creating Reserve Records for further information