Page Comparison

spreadsheet. There is also a YouTube video that has instructions about "Converting a MARC file to Excel with MarcEdit."

Export Records from FOLIO to Excel

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

The first steps are not needed if there is already a

Marc (mrc) file.

• Search FOLIO > Instance tab - Limit records search according to what you need, ex.

  • Example: limit by location and or statistical code and create date.

• Click Actions > click to "Save Instance UUID’s or Barcode UUID" or "Save holdings UUID" numbers (depending on needs) > Uploads file to csv file.
• Save to Desktop as cvs file type.
• Find the file to .
  
  • Uploaded files are saved in your Download files as a csv file.

• In FOLIO Data Export, run the csv file against FOLIO Data Export:: 

  •  

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

  •  

    Select Job Profile, "CATMAN export entire SRS record.

  •  Select "Instance" from the "UUIDs provided for this export*" popup box > Run.
    
  •  Saves as an mrc file in the download file. Save the file and rename it if neededFOLIO has created an mrk (marc) file.
  •  Find the mrk file in your download files - save on your Desktop.
    
    •  Rename the file needed (Add "load_[date]" to the end of the file name.)
  •  Click compile file image Image Added to compile the (mrk) file into a mrc file;
    •  Or, click "File" > select "Compile file into MARC." 
  •  Save the mrc file in the same place the mrk file is saved, giving the mrc file the same name.

Back to top 

Open MarcEdit to

Create an Excel file

• Open MarcEdit  > Click MarcEdit file app on your desktop > find Tools > Export > select "Export Tab Delimited Records.
  • Image Removed
• In MarcEdit, Export > Click on "Tab Delimited Records." Step 1
• Set File Paths, click on the file folder Image Removed.
• To find the mrc file"
  • The excel file is used to work on the records for processing.
  • Image Added
  • Click on the file folder to find the mrc file (see image below)
    
    • Image Added
    • If the mrc file name does not appear in your folder, change the File name
  type
  • • to ALL files.
  • Select the mrc File for the first file Path.
    
    • The mrc file
  usually found in the download files
  • • is usually saved on your desktop.

• Copy the first file path link into the second

  path >

  file path> Change the second file type from mrc to txt.

  • Or click on the open file to choose the mrc file on your computer, > next, change the file type to a txt file

  instead of mrc

  • .

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

  • Image Modified

  • If you choose a different tab-delimited character, remember to choose the same character when opening the Excel file.

Back to top

Define the Fields that will be

exported into an Excel Spreadsheet

• In the box labeled "Field" type or dropdown to add the marc field you want in the list; or drop-down to the Marc fields needed in the Excel spreadsheet.
• Click Add Field (The field marc fields will display be listed in the Step 2 box.)
• If needed, within the list, drag fields up or down to place them in the preferred order.
• Click Export.
• Click OK on the exported complete popup note.
• Open Excel to find the file.
• Image Removed
• If the excel file is going to be repeated, save the fields listed > Click Image Added
  •  If you think you might need to duplicate these marc fields into another Excel file, click SETTINGS to save the
  file.
  •  Remember where you saved it.
  •  The next time the same file is run click Setting > Load  (This populates list
    
    •  A saved export file will populate the fields without having to add
    them
    • the marc fields 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
  • •  Settings is located in the top left corner, but used to be in the bottom right corner, but its moved.
• When finished click "EXPORT" file.
• Note where the file is saved then click OK to exit the popup box.
• Image Added
• Open the file as normal in Excel. Match the tab delimited that you picked in MarcEdit.

Back to top

Process the Excel file - Open Excel

• To find the Excel file: Click file > Open > Browse.
• Find the saved file (Change the file type to "ALL files" if the file name is not listed.)
• GPO Marcive lists are saved in the gd (\\GROUP) drive.
  • File name, “Excel export SAVED marc field-MarcEdit-Tab Delimited"
  • If renaming a GPO MARC file, add "LOAD_[date]" to the end of the name
  )
  • .

Back to top