Export FOLIO MARC information into an Excel file

Summary: These instructions describe how to export FOLIO MARC fields into an Excel spreadsheet. The reports are used to send MARC information to Librarians or Staff, or to compiled lists for missing books, collection statistics, or collection information such as a list of Chevez, Juvenile, Music books, DMC materials, or 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.

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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.

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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).

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Step 4

• Substep a
• Substep b
• Substep c

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