Export MARC fields into an Excel Spreadsheet

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

Export Records from FOLIO to Excell

These steps are only done if the records are being pulled from FOLIO. If there is already a Marcive file, this step is not needed.

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

• Click Actions > Save Instance UUID’s or Barcode (depending on needs) > Uploads file to csv file.
• 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.
  • Saves as an mrc file in the download file.
  • Save the file and rename it if needed.

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MarcEdit to Data Export

• Open MarcEdit  > Click Tools > Export > select Export Tab Delimited Records.
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• Set File Paths, click on the file folder
• To find the mrc file, change the File name type to ALL files.
• Select the mrc file usually found in the download files.
• 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 the Fields that will be export 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 is going to be repeated, save the fields listed > Click SETTINGS to save the file.
  • Remember where you saved it.
  • The next time the same file is run click Setting > Load  (This populates the fields without having to add them one by one again.)
  • GPO marc list used to complied the excel files are saved in the gd file named “MARC fields_Define fields to Export."
• Rename the file if needed. (When renaming a GPO MARC file, add LOAD to the end of the name).

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