Summary: This page covers methods that exist as of July 2022 for moving a single record from OCLC into the FOLIO Inventory app. Expect changes to these methods when MSUL moves to the Morning Glory release of Folio, probably in September 2022.
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 | | |
|
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")
Could be used 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 = 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
- Choose a record and make your desired edits
- Export as usual
VIDEO: Export from Connexion
Click here to view this video with closed captioning.
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.
VIDEO: Import command in Inventory (creating a new instance, holdings, and item)
Click here to view this video with closed captioning.
VIDEO: Overlay command in Inventory (updating an uncat instance, adding holdings/item)
Click here to view this video with closed captioning.
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 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
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
- 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
- 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