Export FOLIO MARC information into an Excel file

Summary: These instructions describe how to export FOLIO MARC fields into an Excel spreadsheet. These reports are used to send as a report to a branch or Librarian or compile lists for missing books, collection statistics, or collection information such as a list of Chevez, Juvenile, Music books, DMC materials, and Monthly GPO lists ...

FOLIO Export

• FOLIO > Instance tab - Limit records according to what you need, ex. limit by location code.

• Click Actions > Save Instance UUID’s > Uploads file to csv file (

• Export the csv file through FOLIO Data Export (converts to an mrc file): 

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

  • Select Job Profile, "CATMAN export entire SRS record.

  • Select "Instance" from the "UUIDs provided for this export*" popup box.
  • Saves as a mrc file in the download file.
  • Save the file and rename it if needed.

Back to top 

Step 2

• Open MarcEdit from the mrc file > Click Tools > select Delimited Text Translator.
  • 
• At Export Tab Delimited Records box click on the file folder to find the mrc file.
• Change the File name type to ALL files.
• Change file type to MARC Text File (*.mrc).
• Copy the first file path link into the second path > Change the second file to a txt file instead of mrc.

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

• 

Back to top

Define Fields/Subfields to Export

• Add marc fields that are needed in the Excel spreadsheet.
• Click Export and then after the export OK note pops up, open Excel.
• Type the marc code in the Field box > click Add Field. Field will display in the Step 2 box.
• If needed, drag fields to place in preferred order.
• 
• To save the fields/subfields list, click SETTINGS to save the file. Remember where you saved it.
  • The MARC export list is saved in the gd file named “MARC fields_Define fields to Export."
  • The next time the same file is run click Setting > Load to find the file to populate the fields without having to add them one by one again.
  • OR Save setting to save a new list.
• Rename file if needed. (GPO MARC files, add LOAD to the end).

Back to top

Step 4

• Substep a
• Substep b
• Substep c

Back to top