Current methods – comparison chart
| Method | Carries over local edits made in Connexion | Creates new instance | Overlays on existing instance | Creates attached holdings and item records |
|---|---|---|---|---|
| Export from Connexion ("Push") |  | |  | |
Single record import from within Folio Inventory | | |
|
|
(optionally, using a custom function)
("Pull")
Select "CAT single record import + HI" from dropdown | |||
| Upload .mrc file into Data Import ("Desktop method") | | | |
Values populated via 9XX fields in the .mrc record. Use one of the following job profiles as appropriate:
|
1.
Export from Connexion ("push")
The "Push" method is a viable way of creating new Instances only from records in Connexion client, but in the first several months of Folio implementation at MSU has been largely unused. If you're interested in using the "Push" method, please consult with your supervisor and Head of Cataloging.
"Push" could be a viable method for Acquisitions, cataloging, and CatMan processes that don't require overlay or holdings/item generation.
Set up a new Connexion export option
- Tools → Options → Export
- Create → OCLC Gateway Export
- Host name =
- .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
- Choose a record and make your desired edits
- Export as usual
VIDEO: Export from Connexion
Click here to view this video with closed captioning.
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|---|---|---|---|---|
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Note: This video was created when these processes were more theoretical. Some slight differences exist between the demo and current practice but the principles are the same.
2.
Single record import in Inventory ("pull")
Could be used for several purposes: creating an uncataloged instance with no holdings/item, creating a new cataloged instance with generic holdings/item, or overlaying an existing uncat instance to catalog it and generate a new holdings/item.
- In Connexion:
- If you can enhance the master record with any of your edits, do so first
- Remember that local edits can also be made later in QuickMarc
- Copy the OCLC number
- If you can enhance the master record with any of your edits, do so first
- To bring in an uncataloged instance only:
- In Inventory main window
- , click the blue Actions button in the top right
- Choose Import from the dropdown
- Choose the OCLC WorldCat target
- Enter the OCLC number
- To generate a new cataloged instance plus generic holdings/item:
- In Inventory main window, click the blue Actions button in the top right
- Choose Import from the dropdown
- Choose the CAT Single record import +HI target
- Enter the OCLC number
- To overlay an existing uncataloged instance plus generate a generic holdings/item
- 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 the CAT Single record import +HI target
- Enter the OCLC number
VIDEO: Import command in Inventory (
creating an uncat instance only)
Click here to view this video with closed captioning.
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VIDEO: Import command in Inventory (
creating a new instance, holdings, and item)
Click here to view this video with closed captioning.
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|---|---|---|---|---|
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VIDEO: Overlay command in Inventory
- In Connexion:
- Make any changes to the master record that are appropriate
- Copy the OCLC number
- In Inventory:
- Navigate to the instance you wish to overlay
- Click the blue Actions button in the top right of the record window (not the main Inventory window)
- Choose Overlay from the dropdown
- Select OCLC WorldCat from the provided Z39.50 target list
(updating an uncat instance, adding holdings/item)
Click here to view this video with closed captioning.
| Multimedia | ||||
|---|---|---|---|---|
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Note: These videos were created when these processes were more theoretical. Some slight differences exist between the demos and current practice but the principles are the same.
3. Upload .mrc file
This method involves exporting a record from OCLC to file, and then importing that file into Folio using the Data Import app. It is more involved than the other methods listed above, but it does have the potential to meet cataloging workflow needs the other methods do not (carrying over local edits made in Connexion, overlaying existing stub records in Folio, etc.).
While we hope the pull and push methods will eventually have the same functionality, there may some situations in the interim when this method is the best approach for copy and original catalogers.
Click the link below for a helpful screenshot tutorial on using this method, created by LoM's Tim Watters. If you have more questions, especially regarding the job profile options presented by the Data Import app, Autumn Faulkner is happy to share more detail.
| id | page-info |
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into Data Import
SETUP
- Open Windows File Explorer and check View tab; make sure “File name extension” is checked
Set up export to file in OCLC
- Tools → Options → Export tab
- Select “File: (Prompt for filename)” and click “Apply”
Create 9XX constant data in OCLC, using template below
Code Block 947 OCLC number ǂb POL number ǂc Instance HRID 948 perm loc 949 mat type [Printed Material - Audio/Visual - Electronic Resource] ǂb copy number ǂc volume ǂd loan type [Can Circulate - Non-circulating - 14 Day Loan - 21 Day Loan] ǂe temp loc ǂf workstat ǂg status [In Process - Available - Restricted]- Modify the constant data from this template to match common values for your cataloging (e.g. if you only catalog print, 949$a will always be: Printed Material)
- Optionally, you can repurpose your constant data as text strings in Connexion client, and map these text strings to keystroke combinations
- If it's not on your machine already, download MarcEdit to be able to view/edit .mrc files saved to your computer
PREPARING THE .MRC FILE
- Create/edit Connexion record as usual
- Don't add local fields (e.g. those with $5 MiEM) to the master record
- Be sure to update holdings in WorldCat before exporting
- Apply constant data and fill in appropriate 9XX values
- Export file, locate in file folder, and change extension from .dat to .mrc
- If desired, view and edit .mrc file in MarcEdit, then overwrite/save
DATA IMPORT
- In the Data Import app, upload your .mrc file
- From the list of job profiles, choose "CAT overlay on uncat instance, create new HI from 9XX values"
- Actions → Run → Run
VIDEO: Uploading a .mrc file in Data Import (updating an uncat instance, adding custom holdings/item with specified values)
Click here to view this video with closed captioning.
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