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Table of Contents
Overview

Single Record Import is available in FOLIO as of the Iris release.

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2) Push the MARC record from OCLC Connexion into FOLIO.

Use cases

  1. Acquisitions downloading a record, which will then be ordered

  2. Cataloging overlaying a brief or earlier version of a record with a newer version

Settings

Multiple targets can be enabled in Settings > Inventory > Z39.50 target profilesImage Removed

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The checkmark indicates if the Z39.50 target profile has been enabled. Please note that the OCLC WorldCat profile needs the institution's local Authentication credentials.

Library of Congress

OCLC WorldCat

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Z39.50 target profiles settings

Field

Meaning

Note

Name

Name

will display on UI

URL

URL[:port][/database]

e.g.

  • zcat.oclc.org/OLUCWorldCat

    • url: zcat.oclc.org

    • port: use default port (210)

    • database: OLUCWorldCat

  • z3950.library.yale.edu:7090/voyager

Authentication

syntax = username/password

  • leave blank if no auth needed

External ID query map

which "field" to search e.g. `@attr 1=12 $identifier`

  • Z39.50 Bib-1 Use

attributes https

  • attributes https://www.loc.gov/z3950/agency/bib1.html

    • e.g.

      • @attr 1=7 usually means ISBN

      • @attr 1=12 usually means Control number-local

  • not sure what `$identifier` part does

    • if leave out completely, it'll break

  • Note as of O release, if there's multiple results found, it'll just always use the first result

Internal ID embed path

where in Marc to store instance UUID

  • e.g.

    • 999ff$i

Job profile ID for create

which import profile(s) to use when user select Inventory → Actions → Import

  • you can choose multiple, it'll show up as a dropdown option to choose (will default to the one you set as default)

Job profile ID for update

which import profile(s) to use when user select Instance→ Actions → Overlay source bib record

  • you can choose multiple, it'll show up as a dropdown option to choose (will default to the one you set as default)

Target options

extra options to tell the target Z39.50 server what we want. Is there a list of all the options somewhere?

e.g. key:val

  • preferredRecordSyntax: usmarc

  • charset: utf-8

  • syntax: UNIMARC

External identifier type

specify what type of id in the "External ID query map"

it'll show list of IDs in the system /settings/inventory/identifierTypes

Enabled

allow user to use it?


Inventory

In Inventory, two action menus are present: 

  1. Import. Creates the Instance and the underlying SRS MARC, based on the library's default MARC-to-Instance map.

  2. Overlay. Updates the Instance and creates an underlying SRS MARC (if Instance source is FOLIO), or updates the Instance and the SRS MARC (if Instance source is MARC).

Import - Triggered from main Inventory Action menu

Overlay - Triggered from Instance detail view Action menu

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When multiple targets are enabled, then the user will be shown a dropdown list in the pop up modal, and will select which option to use for the single record import.Image Removed

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The query sent to the Z39.50 server is specified in the target profile: for OCLC and the OCLC Number, the query template is is @attr 1=1211 $identifier. That means that the searched-for identifier is substituted into the template yielding a query such as as @attr 1=1211 12345. This means the external identifier — in this case, the OCLC number — is the only thing that gets sent. The app will not parse out any prefix characters; whatever is entered will be sent to the Z39.50 server.

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Example from OCLC WorldCat (https://www.worldcat.org/title/wolf-nation-the-life-death-and-return-of-wild-american-wolves/oclc/983201487&referer=brief_results)Image Removed

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Instance

SRS MARC

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Importing to overlay an existing record whether it has instance status FOLIO or MARC

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Instance

SRS MARC

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Configuring the Connexion Client to Push Records into FOLIO

These instructions will work for any of the current Reference Environments

See recorded demo here, starting at 1:08:30, and slide deck.

The screen we are going to configure in Connexion is Tools -> Options -> Export -> Create a “Destination”... choose an OCLC Gateway - and enter as Logon Id: eyJzIjoiUkZRbEciLCJ0IjoiZGlrdSIsInUiOiJkaWt1In0= Image Removed

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1. Configure Host Name to be {folio environment}-edge.dev.folio.org where {folio environment} is one of:

    • folio-snapshot

    • folio-testing

    • folio-snapshot-load

2. The Port should be 9000

3. The Logon Id is an API key that is used to specify a system user to the edge-connexion module. Enter this value: eyJzIjoiUkZRbEciLCJ0IjoiZGlrdSIsInUiOiJkaWt1In0= (note, this is different from what is shown in the image above). You are now ready to push records into e.g. FOLIO Snapshot from within Connexion.

NOTE that you can push whatever draft of a record you are looking at within the Connexion Client.

NOTE that some libraries have had the experience where some of their users' Connexion Clients were crashing when exporting a single record to FOLIO. Robert Scheier at Holly Cross uncovered what caused the issue at their institution, and added his tip in the Crashing Issue section below. 

Setting up the web Connexion client

The web interface of Connexion works differently as far as getting to the settings screen, but here’s the analogous screen to configure in the web interface.On connexion.oclc.org (the web Connexion client), the settings screen is on the "General" tab, under "Admin Options"/"Preferences":

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Then select "Export Options":

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There are following important fields:

  • "Export Destination": "Export to a TCP/IP Connection"
  • "TCP/IP Connection Options": "Host Name" and "Port"
  • "TCP/IP Local System User Information": Check "Send Logon ID", put API key in the "Logon ID" field

As Logon Id enter this value: eyJzIjoiUkZRbEciLCJ0IjoiZGlrdSIsInUiOiJkaWt1In0=

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When ready with your edits, then click Action and select Export record in MARC.

Here test of record exported to FOLIO Snapshot:

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Crashing Issue

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Delete the existing Connects.ini file so the client can create a new, empty file. This file can become corrupted. All existing export destinations are deleted.  To do this:

  1. Close the client.

  2. Hold down the Windows key (to the left or right of the Alt key) and while holding it down, press the letter R; this brings up the Windows Run box.

  3. Type %AppData% (including both percent (%) signs) and press Enter.

  4. Double-click the OCLC folder.

  5. Double-click the Connex folder.

  6. Scroll down and right-click Connects.ini and choose Delete (if you don't see the .ini extension, look in the 'Type' column for 'Configuration settings').

  7. Start the client and create your export destination under Tools > Options > Export.

  8. Export some records; they should export without a client crash

These OCLC Support pages were helpful in finding the above fix: