Summary: This FOLIO procedure shows the process used to make miscellaneous holdings and item field changes (ex. locations, or item statistical codes) using Bulk Edit.
Save File as a CSV file and then Run it through Bulk Edit
- Either scan barcodes with Opticon scanner and save barcodes into a .csv file or get barcodes from Sierra if that is still possible and then save as a csv file.
- Save the file as a csv tile but name the file according to the job you are doing. Example of a new book file name: Friday-01022023.csv
- Save file where you know you can get to it such as Desktop, or O:\CatMan Files.
- In the Bulk edit tab, set criteria as “Identifier”, Record types “Inventory-items” and Record identifier as “Item barcode”.
Ready to Run File
Drag and drop the CSV barcode file into the drag-and-drop area.
- Select “Start bulk edit” under the Actions menu.
Bulk Edit Step 3
- Once in Bulk edit:
- Item temporary location
- Item permanent location
- Item status
- Temporary loan type (verify which loan type is being changed (temporary or permanent).
- Permanent loan type
- Under Options dropdown select option needing change:
- Click the plus + sign to add additional changes.
To Changes Locations only
- Click the plus + sign to add additional changes.
- Under Select location, choose which location the books are going to.
- Under Actions select field.
- Below are steps to change locations only, select “Replace with”.
- Under Select the location, choose the location.
- Possible Item Status options:
- If successful, there should be a message in green that shows “x records have been successfully changed”
- Click “Confirm changes”
- A window will pop up with “Are you sure?” and will list the changes that will be made. If everything looks ok, click “Commit changes”.
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