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How to upload MARC Holdings via UI?

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Introduction 

This guide will tell you how you can upload MARC Holdings record(s) through the UI data import and what steps you need to take to do this.

Steps 

Precondition: 


  1. First of all, for uploading MARC Holdings records to the system, we need to upload a MARC bib (one_bib.mrc) and then select job profile with name: Default - Create instance and SRS MARC Bib (another option: Go to Inventory app > Find a instance record with Source = MARC > copy instance HRID)
  2. Secondary we should find MARC BIB's HRID:
    1. Click on the loaded file:
    2. Then you can see status of this record, you should click on the title (The Journal of ecclesiastical history.) or Instance (Created).
    3. As result you can see loaded MARC BIB record and HRID is located in the 001 field:
    4. For our record HRID is - in00000000018
  3. Then we should update 004 filed in our MARC Holdings (one_holdings.mrc) by using program MarcEdit. 
    1. The filed 004 should be changed to in00000000018
    2. Save file as *.mrc
  4. The you can load one_holdings.mrc and select job profile with name Default - Create Holdings and SRS MARC Holdings via UI data-import as MARC BIB and as result you can see marc holdings in the data import:


Frequently asked questions 

The most popular errors during import marc holdings are

A. Invalid location id 

  1. I uploaded one_holdings.mrc file and receive Discarded for the Inventory Holdings. For example:


    1. You should click on the title (right now we haven't title with text, but we have button for redirect to record:
    2. when you click - move to the Holdings tab
    3. Finally you can see root cause. In the most case error is connected to permanent location id. For example:
    4. In this case you should find code for location, for this go to the settings → Tenant → Locations → Select Institution → Select Campus → Select Library → Find any code of locations (for example KU/CC/DI/A)
    5. Finally you should replace filed $b in the 852 field for MARC holdings. For example:

B.  Forget to upload HRID or your HRID doesn't exists in the system. For this you should go to the second step (find HRID and update 004 field in the MARC Holdings file). 

Sample files (links and attachments)

See attachments and


Changes to MARC fields that done by the system


MARC fieldMARC typeChange logicRelated featureSource of change
LDRBibliographicUpdate 00-04 position with a new record lengthUpdate MARC / Derive new MARCmod-quick-marc
001BibliographicMove field value with 003 to 035 and set HRID Derive new MARC / Import MARCsmod-source-record-manager
003BibliographicMove field value with 001 to 035 and removeDerive new MARC / Import MARCsmod-source-record-manager
005BibliographicSet current date-time Update MARC / Derive new MARCmod-quick-marc
010BibliographicAdd additional spaces to match valid LC control numberUpdate MARC / Derive new MARCmod-quick-marc
035BibliographicSet data from 001 and 003 fieldDerive new MARC / Import MARCsmod-source-record-manager
999ffBibliographicUpdate $s and $i with newly created SRS Record and Instance IDsDerive new MARC / Import MARCsmod-source-record-storage / mod-source-record-manager
AuthorityUpdate $s with newly created SRS Record IDsImport MARCsmod-source-record-manager
XXXBibliographicRemove field if its content is emptyUpdate MARC / Derive new MARCmod-quick-marc

Validation rules in quickMARC

MARC fieldMARC typeValidation rule
LDRBibliographicLeader at 17-18 position doesn't match 008 field
LDRBibliographic
  • The Leader must contain 24 characters, including null spaces
  • Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006BibliographicUnexpected length of the field
007BibliographicUnexpected length of the field
008BibliographicLeader at 17-18 position doesn't match 008 field
BibliographicUnexpected length of the field
010BibliographicSubfield length should be more than 3 characters
01X - 999BibliographicOnly 2 indicators with one-character values can exist
245BibliographicCan only have one 245 field
aaa-zzzBibliographicAlphabetical fields are restricted
All BibliographicMust contain a value

Changes to MARC fields that done by the system

MARC fieldMARC typeChange logicRelated featureSource of change
LDRBibliographicUpdate 00-04 position with a new record lengthUpdate MARC / Derive new MARCmod-quick-marc
001BibliographicMove field value with 003 to 035 and set HRID Derive new MARC / Import MARCsmod-source-record-manager
003BibliographicMove field value with 001 to 035 and removeDerive new MARC / Import MARCsmod-source-record-manager
005BibliographicSet current date-time Update MARC / Derive new MARCmod-quick-marc
010BibliographicAdd additional spaces to match valid LC control numberUpdate MARC / Derive new MARCmod-quick-marc
035BibliographicSet data from 001 and 003 fieldDerive new MARC / Import MARCsmod-source-record-manager
999ffBibliographicUpdate $s and $i with newly created SRS Record and Instance IDsDerive new MARC / Import MARCsmod-source-record-storage / mod-source-record-manager
AuthorityUpdate $s with newly created SRS Record IDsImport MARCsmod-source-record-manager
XXXBibliographicRemove field if its content is emptyUpdate MARC / Derive new MARCmod-quick-marc

Validation rules in quickMARC

MARC fieldMARC typeValidation rule
LDRBibliographicLeader at 17-18 position doesn't match 008 field
LDRBibliographic
  • The Leader must contain 24 characters, including null spaces
  • Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006BibliographicUnexpected length of the field
007BibliographicUnexpected length of the field
008BibliographicLeader at 17-18 position doesn't match 008 field
BibliographicUnexpected length of the field
010BibliographicSubfield length should be more than 3 characters
01X - 999BibliographicOnly 2 indicators with one-character values can exist
245BibliographicCan only have one 245 field
aaa-zzzBibliographicAlphabetical fields are restricted
All BibliographicMust contain a value

Changes to MARC fields that done by the system

MARC fieldMARC typeChange logicRelated featureSource of change
LDRBibliographicUpdate 00-04 position with a new record lengthUpdate MARC / Derive new MARCmod-quick-marc
001BibliographicMove field value with 003 to 035 and set HRID Derive new MARC / Import MARCsmod-source-record-manager
003BibliographicMove field value with 001 to 035 and removeDerive new MARC / Import MARCsmod-source-record-manager
005BibliographicSet current date-time Update MARC / Derive new MARCmod-quick-marc
010BibliographicAdd additional spaces to match valid LC control numberUpdate MARC / Derive new MARCmod-quick-marc
035BibliographicSet data from 001 and 003 fieldDerive new MARC / Import MARCsmod-source-record-manager
999ffBibliographicUpdate $s and $i with newly created SRS Record and Instance IDsDerive new MARC / Import MARCsmod-source-record-storage / mod-source-record-manager
AuthorityUpdate $s with newly created SRS Record IDsImport MARCsmod-source-record-manager
XXXBibliographicRemove field if its content is emptyUpdate MARC / Derive new MARCmod-quick-marc

Validation rules in quickMARC

MARC fieldMARC typeValidation rule
LDRBibliographicLeader at 17-18 position doesn't match 008 field
LDRBibliographic
  • The Leader must contain 24 characters, including null spaces
  • Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006BibliographicUnexpected length of the field
007BibliographicUnexpected length of the field
008BibliographicLeader at 17-18 position doesn't match 008 field
BibliographicUnexpected length of the field
010BibliographicSubfield length should be more than 3 characters
01X - 999BibliographicOnly 2 indicators with one-character values can exist
245BibliographicCan only have one 245 field
aaa-zzzBibliographicAlphabetical fields are restricted
All BibliographicMust contain a value

Changes to MARC fields that done by the system

MARC fieldMARC typeChange logicRelated featureSource of change
LDRBibliographicUpdate 00-04 position with a new record lengthUpdate MARC / Derive new MARCmod-quick-marc
001BibliographicMove field value with 003 to 035 and set HRID Derive new MARC / Import MARCsmod-source-record-manager
003BibliographicMove field value with 001 to 035 and removeDerive new MARC / Import MARCsmod-source-record-manager
005BibliographicSet current date-time Update MARC / Derive new MARCmod-quick-marc
010BibliographicAdd additional spaces to match valid LC control numberUpdate MARC / Derive new MARCmod-quick-marc
035BibliographicSet data from 001 and 003 fieldDerive new MARC / Import MARCsmod-source-record-manager
999ffBibliographicUpdate $s and $i with newly created SRS Record and Instance IDsDerive new MARC / Import MARCsmod-source-record-storage / mod-source-record-manager
AuthorityUpdate $s with newly created SRS Record IDsImport MARCsmod-source-record-manager
XXXBibliographicRemove field if its content is emptyUpdate MARC / Derive new MARCmod-quick-marc

Validation rules in quickMARC

MARC fieldMARC typeValidation rule
LDRBibliographicLeader at 17-18 position doesn't match 008 field
LDRBibliographic
  • The Leader must contain 24 characters, including null spaces
  • Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006BibliographicUnexpected length of the field
007BibliographicUnexpected length of the field
008BibliographicLeader at 17-18 position doesn't match 008 field
BibliographicUnexpected length of the field
010BibliographicSubfield length should be more than 3 characters
01X - 999BibliographicOnly 2 indicators with one-character values can exist
245BibliographicCan only have one 245 field
aaa-zzzBibliographicAlphabetical fields are restricted
All BibliographicMust contain a value

Changes to MARC fields that done by the system

MARC fieldMARC typeChange logicRelated featureSource of change
LDRBibliographicUpdate 00-04 position with a new record lengthUpdate MARC / Derive new MARCmod-quick-marc
001BibliographicMove field value with 003 to 035 and set HRID Derive new MARC / Import MARCsmod-source-record-manager
003BibliographicMove field value with 001 to 035 and removeDerive new MARC / Import MARCsmod-source-record-manager
005BibliographicSet current date-time Update MARC / Derive new MARCmod-quick-marc
010BibliographicAdd additional spaces to match valid LC control numberUpdate MARC / Derive new MARCmod-quick-marc
035BibliographicSet data from 001 and 003 fieldDerive new MARC / Import MARCsmod-source-record-manager
999ffBibliographicUpdate $s and $i with newly created SRS Record and Instance IDsDerive new MARC / Import MARCsmod-source-record-storage / mod-source-record-manager
AuthorityUpdate $s with newly created SRS Record IDsImport MARCsmod-source-record-manager
XXXBibliographicRemove field if its content is emptyUpdate MARC / Derive new MARCmod-quick-marc

Validation rules in quickMARC

MARC fieldMARC typeValidation rule
LDRBibliographicLeader at 17-18 position doesn't match 008 field
LDRBibliographic
  • The Leader must contain 24 characters, including null spaces
  • Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006BibliographicUnexpected length of the field
007BibliographicUnexpected length of the field
008BibliographicLeader at 17-18 position doesn't match 008 field
BibliographicUnexpected length of the field
010BibliographicSubfield length should be more than 3 characters
01X - 999BibliographicOnly 2 indicators with one-character values can exist
245BibliographicCan only have one 245 field
aaa-zzzBibliographicAlphabetical fields are restricted
All BibliographicMust contain a value 

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