Bulk Edit - Holdings and Item Updates

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.
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• 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.

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• 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:
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• 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.
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• Possible Item Status options:
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• 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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