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Export Records from FOLIO to Excell

These steps are only done if the records are being pulled from FOLIO.

These first steps are not needed if there is already a

Marc (mrk) file.

• 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:: 

  •  

    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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Open MarcEdit to Data Export

• Open MarcEdit  > Click find Tools > Export > select "Export Tab Delimited Records."
  • 
• Set File Paths, click Click on the file folder to set the File Path.
• 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 from mrc to

  a

  txt file

  instead of mrc

  type.

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

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Define the Fields that will be

exported 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.
• 
• If the excel Excel file with the same marc fields is going to be repeated, save the fields listed in a file on your computer > Click SETTINGS to save the file.
  •  Remember where you the files are saved it.
  •  The next time When the same file is run next > click Setting > Load   Setting f> find the saved file (you may have to change the file types to ALL files. (This populates the fields without having to add them the marc fields one by one again.) GPO marc list used to complied the excel files
    • GPO Marcive lists are saved in the gd
    file named “MARC fields_Define fields to Export.
    • (\\GROUP) drive, file name, “Excel export SAVED marc field-MarcEdit-Tab Delimited"
    • Rename the file if needed. (When renaming a GPO MARC file, add LOAD to the end of the name).
  •  Open the file as normal in Excel, but tab-delimited will be a comma.

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