Timothy Watters
Created Feb 10, 2022Import a new bib record and automatically create an Instance, Holdings & Item record
Import a new MARC bib record for location=7mref and circulation status=Available
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1
Connexion Client export setting must be: "File (Prompt for filename)"
In Connexion Client go to Tools-->Options-->Export and click on "File:(Prompt for filename)" Make sure to click "Apply" and then "Close"
2
Find the record you want to export to FOLIO and export as usual
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Name the exported MARC record
You can name it anything you want. Leave it as a .dat file.
4
Right-click the file and choose Rename
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Change the extension from .dat to .mrc and save
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Go to the FOLIO Data Import app and click "or choose files"
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Choose the .mrc record and click "Open"
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Click on the Job Profile that does what you want it to do
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Click on "Actions"
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Click on "Run"
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Click on "Run" again
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Click on the name of the file in the first column
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Click on the title
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Copy the FOLIO Instance record number from the 001
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Click on Apps
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Click on Inventory
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From the pull-down menu click on "Instance HRID"
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Click on Search
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Click on the title
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Click on the up arrow in the Holdings accordion to see the Item
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You can see it created an item with the desired location and loan type
Well done!
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