Temporary SPC tagging workflow

Summary: Procedure for extracting FOLIO data and using Excel automations to print tags for SPC materials.

Extracting FOLIO data

• In Inventory:

  • Holdings search for sptmp

  • Actions → save holdings UUIDs

• In Data Export

  • Upload UUIDs file

  • SPC tagging job profile

  • Download resulting .mrc file

• In MarcEdit

  • Tools → Export tab delimited

  • Load settings for 900 subfield export

• In Excel

  • Open Excel tagging template file

  • Open exported .txt file and run through delimited wizard

  • Send to CatMan

Prepping tag data

• Copy/paste values to template file

• Clean up

  • Remove "1" and ";" from copy number column

  • Check any rows with "N/A" or errors and resolve (using raw data tab as a reference)

• Use item HRIDs to perform Bulk Edit

  • Remove item temp location

Printing tags

• Copy/paste values only into template mail merge tab

  • Choose "Paste special" and "Values only"

  • In Contributor column, use find/replace to remove any "0" values

• Open Word doc tag template here to run mail merge:
  

• Mailings tab:
  
  

  • "Select recipients"

  • Navigate to Excel file and choose "Current mail merge" tab

  • Preview results

• Print mail merge

• Feed tagging sheets one by one into printer

Maintaining AEON ingest spreadsheet

• Each time a tagging batch is run, grab the data populated in the Aeon tab

• Append to master spreadsheet (Head of CMS) and provide to SPC when move is complete