The CaiaSoft® / FOLIO integration is two-way connection from Caiasoft® to FOLIO APIs. For items accessed, CaiaSoft® will utilize the FOLIO Item and Holdings and Instance APIs to retrieve attributes (title, author, volume, call number, etc) of each item.

Additionally, opt in options available to:

• Update FOLIO record on accession (location,internal note,etc)
• Check in an item to update the item status

At present, the circulation portion of the integration uses the FOLIO requests API to pull paged items in CaiaSoft® to generate a request list. Status updates are made via API to mark the item in transit to a library, and checked in on return.

Expected in the next FOLIO release, the CaiaSoft® Edge API connection which streamlines all of the current API processes into single calls for each accession and circulation action. In addition FOLIO will push requests to CaiaSoft® as opposed to CaiaSoft® querying FOLIO for a page list on intervals. The refile process will be improved to incorporate the ability to alert CaiaSoft® of items in transit back to storage as documented below.

CaiaSoft® /FOLIO Refile Integration Workflow

FOLIO Configuration

CaiaSoft® Configuration

Use the Administration Module, the API & External Links button to see view/edit all settings.
If your facility is using multiple FOLIO connections for different collections, contact CaiaSoft® support to assist in the initial setup.

Required Fields for Setup

Additional Information

In the Admin Module, fill translation tables to direct the following fields between systems:

• FOLIO location -> CaiaSoft® Collection
• FOLIO material type -> CaiaSoft® Material
• FOLIO service locations -> CaiaSoft® Circulation Stops

See Admin Module Setup for information on File Format registration, the API & External Links section, and configuring Email Alerts for item denials and fulfillment.