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  1. Overview of setting up local constant data.

  2. Overview of setting up Connexion export to file (i.e. the “desktop method” of exporting records to Folio)

  3. Overview of loading exported record into Data Import app.

  4. Please note that as of right now (7/19/22) this can only be done with new cataloging - not overlays. That is, if you’re adding a brand new record to the system and not having to overlay anything like an ACQ stub or an already-cataloged record, you can follow this process. If an overlay is required, please await further instruction.

  5. Please practice this in the Test Tenant before moving on to Production.

  6. Joshua or someone else will go over this process with catalogers one-on-one to get started.

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