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”.

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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.

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Select Record Edits

Once in Bulk edit, select to edit one of 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.

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Changes To 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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Policies

Contact	Lisa English
Team	Catalog Maintenance
Updated	July 17, 2023
Created	July 2023

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