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FOLIO Export Records from FOLIO

These steps are only done if the records are being pulled from FOLIO. If there is already a Marcive file, this step is not needed.

• FOLIO > Instance tab - Limit records according to what you need, ex. limit by location code and create date.

• Click Actions > Save Instance UUID’s or Barcode (depending on needs) > Uploads file to csv file.
• Save to Desktop as cvs file type.

• Find the file to run the csv file against FOLIO Data Export:: 

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    Find the csv file in the Download file > drag or drop the file into the Data Export box.

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    Select Job Profile, "CATMAN export entire SRS record.

  •  Select "Instance" from the "UUIDs provided for this export*" popup box.
  •  Saves as an mrc file in the download file.
  •  Save the file and rename it if needed.

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MarcEdit to Data Export

• Open MarcEdit  > Click Tools > Export > select Export Tab Delimited Records.
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• In MarcEdit, Export > Click on "Tab Delimited Records." Step 1
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• Set File Paths, click on the file folder .
• To find the mrc file, change the File name type to ALL files.
• Select the mrc file usually found in the download files.
• Copy the first file path link into the second path > Change the second file to a txt file instead of mrc.

•  After the files are linked in the file path > set select field Delimiter to comma > Click NEXT.

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Define the Fields that will be export into an Excel Spreadsheet

• In the box labeled "Field" type or dropdown to add the Marc fields needed in the Excel spreadsheet.
• Click Add Field (The field will display in the Step 2 box.)
• If needed, drag fields to place them in the preferred order.
• Click Export.
• Click OK on the exported complete popup note.
• Open Excel to find the file.
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• If the excel file is going to be repeated, save the fields listed > Click SETTINGS to save the file.
  •  Remember where you saved it.
  •  The next time the same file is run click Setting > Load  (This populates the fields without having to add them one by one again.)
  •  GPO marc list used to complied the excel files are saved in the gd file named “MARC fields_Define fields to Export."
• Rename the file if needed. (When renaming a GPO MARC file, add LOAD to the end of the name).

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