Summary: This page covers methods that exist as of March 2022 for moving a single record from OCLC into the FOLIO Inventory app. Some functionality around these is still limited, but we expect more development and improvement in the coming months of 2022. For now, catalogers are encouraged to experiment with these as a way to explore working in Inventory.
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") |  | |  | |
Import command in Inventory | | |
|
(optionally, using a custom function) |
| Overlay command in Inventory ("Pull") | | n/a |  |
|
1. PUSH: Export from Connexion
Set up a new Connexion export option
- Tools → Options → Export
- Create → OCLC Gateway Export
- Host name = connexion-michstate-lm-test.folio.ebsco.com
- Port = 8443
- Timeout = 90
- Retries = 3
- Delay = 10
- Logon ID = ask Joshua?
- 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
2. PULL: Import command in Inventory
- In Connexion:
- Make any changes to the master record that are appropriate
- Copy the OCLC number
- In Inventory main window:
- Click the blue Actions button in the top right
- Choose Import from the dropdown
- Select a Z39.50 target from the provided list
- These are various ways to call on the OCLC database and other data sources
- To import just an instance, select OCLC WorldCat
- To import an instance and automatically create a holdings and item record, select Test OCLC
VIDEO: Import command in Inventory (OCLC WorldCat default, instance only)
Click here to view this video with closed captioning.
VIDEO: Import command in Inventory (Test OCLC, experimental, creates instance, holdings, and item)
Click here to view this video with closed captioning.
3. PULL: 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
VIDEO: Overlay command in Inventory
Click here to view this video with closed captioning.