Creating a csv matched file list using bulk edit

Summary: A csv matched file item list can be generated in bulk edit using a list of item barcodes, item UUIDs, item HRIDs, item former identifiers, item accession numbers, and holding UUIDs.

Lists used to create a matched csv file:

• Item barcodes - obtained by scanning barcodes with the OPN2001 scanner.
  • See Creating .csv file with Opticon software and scanner
• A list of former identifiers, barcodes, or accession numbers.
  • Retrieved from Sierra (list may be outdated)
• A list of holding UUIDs populated by using searchable fields from a holdings search. (Currently the only list we can download from a search result is from a holdings search. Hopefully we will be able to do this at the item level so our results will be more concise.)

To conduct a holdings search in inventory for a specific note:

1. Select “All” under the drop down menu, and type in the note you would like to search for. You can also select other categories available to narrow down the records.

2. Once everything is selected, click on the Actions menu and select “Save holding uuids”.

3. A csv file of holding UUIDs will appear in your downloads. Use this file to drag and drop into Bulk Edit. 

4. In the Bulk Edit application, select Record type - Inventory – items, Record identifier - Holdings UUIDs, and proceed with dragging and dropping the file into Bulk Edit. 

5. Once the file is uploaded, select “Download matched records(CSV)” file from the Actions menu. (This is your final step; you do not have to start a bulk edit.) 

*The csv matched file list will generate the following categories in abundance, including all items from all holdings from the instance record:

Item id, Version, Item HRID, Holdings Record Id, Former Ids, Discovery Suppress, Title, Contributor Names, Call Number, Barcode, Effective Shelving Order, Accession Number, Item Level Call Number, Item Level Call Number Prefix, Item Level Call Number, Suffix, Item Level Call Number, Type, Effective Call Number Components, Volume, Enumeration, Chronology, Year Caption, Item Identifier, Copy Number, Number Of Pieces, Description Of Pieces, Number Of Missing Pieces, Missing Pieces, Missing Pieces Date, Item Damaged Status, Item Damaged Status, Date, Administrative Notes, Notes, Circulation Notes, Status, Material Type, Is Bound With, Bound With Titles, Permanent Loan Type, Temporary Loan Type, Permanent Location, Temporary Location, Effective Location, Electronic Access, In Transit Destination, Service Point, Statistical Codes, Purchase Order, LineIdentifier, Tags, Last CheckIn.