Summary: 

These instructions are for loading the Limimoc records that updated the Marcive monthly online records. These online updates are the only updates we receive from Marcive. The records are loaded by matching on the 001 in the marc records to the Instance OCLC # (marc 035) field. Nonmatches create an instance, holdings, and item records for the Library of Michigan location.

Lastly, a web form (https://codeprod.lib.msu.edu/scripts/wf1.php) is used to determine which FOLIO instances have only one holding record attached to the Limmic records. The records are uploaded through the web form to create a separate mrk list that finds the records that only have single holdings records in the file being loaded. The MarcEdit list that is created is run through CATMAN10. They match from the 035 in the marc records to the Instance OCLC # (marc 035) field. The CATMAN10 Job Profile does not have non-match criteria.

Edits to the MarcEdit file are done before the records are loaded into FOLIO. 

• Open the file  MarcEdit mrk file.
• Add > “948 \\$a7fdel” string to all the records in the file in order to add Library of Michigan items and holdings if needed.
  • Add  > “948 \\$a7fdel” string to all the records in the file in order to add Library of Michigan items and holdings if needed.
  • Tools > Add/Delete Fields
  • Save changes.
  • 
• Compile File into an mrc file, or click on the Compile MARC image .
• Save your mrk file to your desktop as an (*mrc) file.
• Name the mrc file the same as the mrk.
• The mrc file is ready to run through the Data Import, CATMAN9 job profile.

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FOLIO Data Import.

• From FOLIO select Data Import app.

• Drag and drop or click to find the mrc file.

• Select the Job profile, CATMAN9 - Load Limimoc records to update Marcive monthly online records . . .
• ACTIONS > RUN.
• Wait for the file to produce the completed report.

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• Open MarcEdit > choose “Tools” > Export… > Export Tab Delimited Records.
• 
• Once the “Export Tab Delimited Records” popup opens.
  • Insert the LIMIMOC (mrc) file in the first file path.
  • Copy and paste the LIMIMIOC file address into the second file path changing the extension to txt.
  • Click “Next.”
  • Select “001” from the Field box.
  • Click “Add Field.”
  • Click “Export.”
  • Items have been exported > Close Tab Delimited box.

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Find and open the exported TXT file on your Desktop.

• Open the txt file on your Desktop.
• Delete the first row that has “001.”
• Remove all double quotes by Find and Replace.
• Save txt file and exit out.

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Webform

• Go to webform https://codeprod.lib.msu.edu/scripts/wf1.php
• Click “Browse” button then find the corrected TXT file from the previous step.
• Click “Upload file”
• Select option “Instances with Single Holding” in the dropdown.
• Click “Submit”
• Wait for the query process to finish (It may take a while depending on how many OCLC numbers are in the file)
• When the process is done, a list of Instance UUIDs will be listed > click “Download.”
• The file name starts with "out_ ..."  and is saved as a csv file.
• 

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Go to FOLIO Data Export app.

• In Data export > Upload the CSV file from the last step by clicking the “or choose file” button or dragging the CSV file into the “Drag and drop” box.
• The file will label records that have duplicate OCLC records if there are duplicate OCLC records in the file.
• 
• If there are dups in the file, save a copy of this Webform file that has "(Dup?)" at the end of the UUID numbers.
• Name the file by adding "Dups" to the end of the name so that you know not to use this file. This file will be used later to clean up the duplicate records. Name ex.: LIMIMIOC2104.OCLCDups.csv. 
• Next, find the original file that still has (Dup?) at the end of the UUID numbers if there are duplicates. The original file will be run against CATMAN10 > Remove (Dup?) from the end of the UUID numbers.

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Run the Webform file in Data Export

• In Data Export find the saved file (without (dups)) to run against the (find the data export JP name, it is not the CATMAN10 profile].
• Drag or drop into the Data Export box to run the file.
• Select “Default Instances Export Job Profile.”
• Choose “Instances” in the popup.
• Click “Run.”
• Output MARC file report will appear on the top of the Data Export log.

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In MarcEdit Prepare Records to run against the second Job Profile (CATMAN10)

This is where the 948 \\$a7fdel is removed and then add a 948 \\$awgov.

• Find the mrk file to view records in MarcEdit.
• Click on Tools > Add/Delete Field.
• Look for and delete any 948 fields with \\$a7fdel.
• In Add/Delete Fields add another 948 > Field Data type \\$awbgov) > click Add > Save file > close out of MarcEdit.
• Find the Single record mrk file.
• 
• Look for updates, discarded, or errors.
• Compile the csv file to a mrc file.
• The csv excel file will show which records have duplicate records.
• Save the csv file that list records with duplicate records.
• FOLIO apps > select Data Import.
• Drag or drop the mrc file to start data import job.
  • Select Job Profile “CATMAN10 – Load new Marcive monthly online recordrs – create holdings and item records for both MSU and LM.”
  • Actions > RUN.
  • Wait for the report and then check that records have the wbgov holdings and item records with the designated electronic links and call numbers.
  • Look for updates, discarded, or error records.

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