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Data Import Processes

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Description: This section will provide video demonstrations and tips for successfully using FOLIO's data import app in Goldenrod. 

Tools: MARCEdit - https://marcedit.reeset.net/downloads


ProcessVideo demonstrationQuick tips:
Prepare MARC file
  • Encode your MARC file as UTF8
  • Delete any 999 fields with the indicators 1 and 2 of "f" (these result from the data export app)
  • Be sure to include an 001 field in your MARC file
  • Validate your MARC file
  • Encoding check again
Build a profile to create a new instance, holding, and item record for a print book.





Build a profile to overlay an instance record for a print book





Import Order Records




While the ability to import orders has not yet been developed for FOLIO, Lehigh University has been successfully using a program written by Lehigh's Sr. Analyst, Michelle Suranofsky. This program allows the staff to import MARC records and create orders in FOLIO. You can find the code for the program here: https://github.com/folio-labs/order-import-poc
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