Export MARC fields into an Excel Spreadsheet

Summary: These instructions describe how to export FOLIO MARC fields into an Excel spreadsheet

Export Records from FOLIO to Excel

These steps are only done if the records are being pulled from FOLIO.

These first steps are not needed if there is already a Marc (mrc) file.

• Search FOLIO > Instance tab - Limit records according to what you need, ex. limit by location and or statistical code and create date.

• Click Actions > Save Instance UUID’s or Barcode (depending on needs) > Uploads file to a csv file and saves it in your Download files.
• Save to Desktop as cvs file type.

• Find the file to run the csv file against FOLIO Data Export:: 

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

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

  • Select "Instance" from the "UUIDs provided for this export*" popup box > Run.
    
  • Saves as an mrc file in the download file.
  • Save the file and rename it if needed.
  • Watch the YouTube videofor instructions on "Converting a MARC file to Excel with MarcEdit."

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Open MarcEdit to Data Export

• Open MarcEdit  > find Tools > Export > select "Export Tab Delimited Records."
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• Click on the file folder to set the File Path.
• To find the mrc file, change the File name to ALL files.
• Select the mrc file, usually found in the download files.

• Copy the first file path link into the second file path > Change the second file from mrc to txt file type. (Or click on the open file to choose the file from your computer)

•  After the files are linked in the file path > change "Select field Delimiter" to comma > Click NEXT. If you choose a different tab-delimited character, remember to choose the same character when opening the Excel file.

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Define the Fields that will be exported into an Excel Spreadsheet

• In the box labeled "Field" type or dropdown to add the Marc fields needed in the Excel spreadsheet.
• Click Add Field (The field will display in the Step 2 box.)
• If needed, drag fields to place them in the preferred order.
• Click Export.
• Click OK on the exported complete popup note.
• Open Excel to find the file.
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• If the Excel file with the same marc fields is going to be repeated, save the fields in a file on your computer > Click SETTINGS to save the file.
  • Remember where the files are saved.
  • Files are saved as a txt file.
  • When the same file is run next > click Setting > Load Setting f> find the saved file (you may have to change the file types to ALL files. (This saved file populates the fields without having to add the marc fields one by one.)
    • GPO Marcive lists are saved in the gd (\\GROUP) drive, file name, “Excel export SAVED marc field-MarcEdit-Tab Delimited"
    • Rename the file if needed. (When renaming a GPO MARC file, add LOAD to the end of the name).
  • When finished click "EXPORT"
  • Click OK to pass this popup box.
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  • Open the file as normal in Excel. Match the tab delimited that you picked in MarcEdit.

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