Import & overlay options
| Data Import (preferred) | Single-record import in Inventory | Push from Connexion (not recommended) |
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Carries over local Connexion edits? | | Only imports the OCLC master record. | |
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Allows overlay? | | | |
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Auto-generates holdings/items? | Can be fully customized for different types of cataloging. | Yes, but generic; must be edited after. Use macros, copy/paste text strings, etc., instead of typing in values to reduce errors. | |
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Multiple records at once? | | | |
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Process | Prepare the MARC file - Perform usual cataloging in Connexion, including
- Local edits to records
- Addition of 949 string
- Update holdings
- Save to save file
- Select records from save file that you wish to export
- Select export command
- Locate your export file on your desktop; change the file extension from .dat to .mrc
Warning |
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The first time you export in your Connexion session, you'll be asked to choose a file location; subsequent exports continue to use this same location instead of asking you. Additionally, if you do not change the file extension after each export, Connexion will add records to that same .dat file instead of creating a new one. For best results, just delete your .mrc file after each import! |
Import into FOLIO - Open Data Import app
- Drag and drop or upload your .mrc file
- Choose desired job profile from the menu
- Actions → Run → Run
| In Connexion - For any edits appropriate for the master record, replace and update
- Remember that local edits can also be made later in QuickMarc
- Copy the OCLC number
In Inventory - To create a new instance, with or without generic holdings/item records
- Actions → Import
- Choose your unit, and then your desired "target" from the dropdown menu
- Paste OCLC record number
- Click "Import"
- To overlay on an existing instance
- Open the instance record you intend to overlay
- Click the blue Actions button in the top right of the instance record pane
- Choose Overlay on source bibliographic record
- Choose your unit, and then your desired "target" from the dropdown menu
- Paste OCLC number
- Click "Import"
| In Connexion - Ensure this export option is the default (Tools→ Options → Export)
- Create/edit your record as usual
- Update holdings and export
In Inventory - Locate new instance
- Create new holdings record with appropriate values
- Create new item record with appropriate values
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Notes | This method can be used both to import new or overlay on existing instance records, regardless of whether they are source MARC or FOLIO. Set up on your desktop and in Connexion
- Open Windows File Explorer and check View tab; make sure "File name extension" is checked
- Set up export to file in OCLC Connexion
- Tools → Options → Export tab
- Select "File: (Prompt for filename)" and click "Apply
- Create 949 constant data in Connexion, using template below
| The list of target job profiles you can select from accommodate the following scenarios: - Overlaying on an uncataloged instance and keeping it uncataloged
- Overlaying on an uncataloged source MARC or FOLIO instance, and generating a generic holdings/item
- Overlaying on a cataloged instance only, with no updates to existing holdings/item
| Set up in Connexion - Tools → Options → Export
- Create → OCLC Gateway Export
- Host name = https://michstate-lm.folio.ebsco.com/
- Port = 8443
- Timeout = 90
- Retries = 3
- Delay = 10
- Logon ID = can be shared upon request – contact Joshua Barton or other CMTF members
- Send Local System Log On ... → make sure this is checked
- After you click OK, name it something useful for you
- Double click your new FOLIO export option in the list and click Apply
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949 field mapping
Using a 949 field in an imported MARC to populate values in FOLIO is only an option when using Data Import.
Info |
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This configuration is a change from the initial practice of using 947, 948, and 949 fields for instance / holdings / item data respectively. As of the Poppy release installed in March 2024, Data Import cannot accommodate multiple 9XX fields related to one singe instance. (The Poppy release included new functionality to create multiple holdings/items – but data for each one must have its own 9XX field.) |
949 subfield | FOLIO record / field | Must be included in your 949? | Default |
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for optional fieldsvalue supplied by job profile | Other commonly used values (See all available values in the holdings or item record edit screen for the field) |
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$a | Instance HRID | If overlaying |
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$b | Instance OCLC number | Not an option as of March 2024; reserving this for expected updates to functionality. |
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$c | Order POL number | For Acquisitions workflows only |
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$d | Order vendor reference number | For Acquisitions workflows only |
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$e | Holdings type | Optional | Default | |
$f | Holdings permanent location | See Location chart for codes |
$f |
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$g | Holdings temporary location | Optional |
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$h | Holdings copy number | Optional | 1 |
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$j | Holdings call number type | Optional | Library of Congress classification |
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$k | Holdings e-access relationship type (for 856, if present) | Optional | Resource |
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$m | Item material type | Optional | Printed |
material$gMaterial | - Audio/Visual
- Electronic Resource
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$n | Item copy number | Optional | 1 |
$h
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$p | Item volume info | Optional |
$i
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$q | Item permanent loan type |
See this list for loan type text strings | $j | Optional | Can Circulate | - Non-Circulating
- 14 Day Loan
- 21 Day Loan
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$r | Item temporary loan type | Optional |
| - Can Circulate
- Non-Circulating
- 14 Day Loan
- 21 Day Loan
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$s | Item permanent location | Optional |
| Inherits from the holdings permanent location unless otherwise specified. |
$t | Item temporary location | Optional |
$k
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$u | Item status | Optional | In process | |
$l$m |
$v | Item call number type | Optional |
LC | Library of Congress classification | |
$w | Item workstat | See |
this list for loan type text strings
Code Block |
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title | 949 string template for copy/paste |
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$a$b$c $d VRN $e holdings ǂd VRN ǂe Holdings type ǂf Holdings perm loc |
$f item ǂg Holdings temp loc ǂh Holdings copy # ǂj Holdings call # type ǂk Holdings 856 rel type ǂm Item mat type |
$gitem$hitem$i itemǂq Item perm loan type ǂr Item temp loan type |
$k item ǂs Item perm loc ǂt Item temp loc ǂu Item status |
$litem$mThis template is also available in our Connexion online save file for constant data, titled 949 template March 2024.
Panel |
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borderColor | black |
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bgColor | #F8F8F8 |
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borderWidth | 1 |
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borderStyle | solid |
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title | Policies |
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Page Properties |
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Contact | Autumn Faulkner |
Team | CMS |
Updated | March 2024 |
Created | March 2024