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You can assign permissions to users in the Users app. If none of these permissions are assigned to a user, then they will be unable to see the Courses app or any related information.
Implementation considerations
Before you implement the Courses app, make sure you have completed the following:
Implemented the Inventory app.
Loaded or created users.
If you are configuring the Courses app for the first time, you need to first set up the following features in the Settings app, if applicable:
Once you configure the above settings, you can:
Integrations
The Courses app can be integrated with these applications:
EBSCO Discovery Service (EDS)
VuFind
In addition, you can connect the Courses app to your learning management system using the Learning Tools Interoperability (LTI) protocol. There is a separate module to install for LTI support. For more information, see Course Reserves - LTI connectivity.
If you are implementing the Courses app with any of these applications, each have their own features to consider in regards to the migration of courses, sections, cross-listings, and separate courses and how they interact with FOLIO.
Searching for courses
You can search for courses in the Search & filter pane. All courses are shown and selected by default. To search for courses, enter your search terms into the box. Select the All fields drop-down list to search through one of the following fields: Course name, Course code, Section, Instructor, Registrar ID, and External ID. All fields is the default search.
You can also search for courses by selecting any of the filters in the Courses Search & filter pane: Department, Course type, Term, and Location. Additionally, you can apply the filters after you perform a search to limit your results.
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You can search for items on reserve in the Search & filter pane. Click **Reserves **to start your search. Courses are shown and selected by default. Click Reserves at the top of the pane to start your search. To search for reserves, enter your search terms into the box. Select the All fields drop-down list to search through one of the following fields: Title, Barcode, or Call Number. All fields is the are searched by default search.
You can also search for reserves by selecting any of the filters in the Search & filter pane: Processing status, Copyright status, Permanent location, Temporary location, and Term. Additionally, you can apply the filters after you perform a search to limit your results.
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You must have the Courses window open in order to create a course.
Once a course is created, it can only be deleted if all reserve items are removed.
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.
Reserve items added to the course are automatically assigned with the Start Date and End Date of the Term you selected, as specified in the Term settings. If needed, you can edit the dates by editing the reserve item.
Any item assigned to a Course automatically has its temporary location set to the value specified in the Location field. If needed, you can change the temporary location by editing the reserve item.
Click Actions in the upper right-hand corner, then New.
In the Create course window, enter a Course Name.
Select the Department from the drop-down list (make sure you select the correct institutional code prefix).
Enter to the Course code, making sure to match the course listing (e.g. MATH 101, BIOL-156, etc. following your institution’s numbering convention)
Enter the Section number, if necessary.
Under Course listing information, select the appropriate Course type (institution).
Enter Registrar ID to match Learning Management System.
Select the Term.
Select the Location where the reserve collection is housed. Items added to the course will inherit this location by default.
Click Save & close.
Next steps: Adding an instructor and Adding a cross-listed course (optional).
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Find the course you want to edit and click on it in the **Courses ** list.
In the course details window, select Actions > Edit.
Make your desired changes to the course and click Save & close.
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Cross-listed courses share instructors, course listing information, and reserve items. Once a course is created, cross-listed courses can be added to it. When you cross-list a course, the information you have in the original course’s Course listing information section also applies to the cross-listed course.
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Find the course and click on it in the Courses list.
Under Instructors, find the instructor you want to edit.
Click Edit instructor.the pencil icon to edit the instructor. [PLEASE NOTE: Instructors added via their User Account cannot be edited.]
In the Add instructor for [course] window, edit the Name or Barcode of the instructor.
Click Save & close.
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Find the course and click on it in the Courses list.
Under Instructors, find the instructor you want to delete.
Click Removethe trash can icon to the right of the instructor.. The instructor is removed from the course.
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Find the course and click on it in the Courses list.
In the Items section, either scan the item barcode into the box, or enter the barcode and click Add item. The item is added to the course and appears in the Items section.
Next step: Editing a reserve item to set the temporary Loan type.
Creating and adding a reserve item to a course (AKA Fast Add) [PLEASE NOTE: This function may not be used in Five Colleges because Fast Add items are not visible in EDS]
Find the course and click on it in the Courses list.
In the Items section, click Add Fast Add item.
Select Instance status term “Reserves Personal Copy”?
Enter Title, Publication date
Select Resource type. For books, use text.
Under Contributors, enter Name - Last name, First name. Select Name type - Personal name. Click Primary.
Select Permanent location.
Select Call number type - Library of Congress classification. Enter Call number using capital letters and spaces between alphanumeric sections (e.g. BF575 .H27 G55 2006).
In Barcode field, scan barcode.
Select Material type and Loan type.
Add a Check in note or Check out note, if desired. If not needed, click the trash can to the right of the note field.
Click Save & close. The instance is added to inventory and the item is added to the course.
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Find the course with the item you want to edit and click on it in the Courses list.
In the Items section, find the reserve item and click Edit reservethe pencil icon to edit the reserve item.
In the Item title window, make your changes.
Click Save & close. The item is updated.
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Find the course with the item you want to remove and click on it in the Courses list.
In the Items section, find the reserve item and click Removethe trash can icon. The item is removed.
See the FOLIO community documentation here.