Summary: FOLIO instructions on how to update miscellaneous holdings and item changes (ex. locations, item statistical codes, or loan types ) using Bulk Edit.
Save Barcode list as a CSV file
- Scan barcodes with the Opticon scanner and then save as a .csv file. Barcodes can be pulled from Sierra as long as that is still possible and then save as a csv file.
- Name the CSV file according to the job you are doing. Example of a new book file name: Friday-01022023.csv
- Save files where you know you can find them such as Desktop, or O:\CatMan Files.
- From the Bulk edit tab, set criteria as “Identifier” > Record types “Inventory-items” > 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.
Select Record Edits
- Once in Bulk edit select to edit the following fields:
- 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 to change:
- Click the plus + sign to add additional changes.
To Changes Locations only
- If this is an additional change, click the plus + sign to add the change.
- Under Select location, choose which location the books are going to.
- Under Actions select field.
- Below are steps to change location 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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