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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 used in demonstration: MARCEdit - https://marcedit.reeset.net/downloads

Content prepared by Lisa McColl and Hope Sagnip of Lehigh University. Lisa and Hope both are members of the Access Services team at Lehigh University. Lehigh migrated to the Goldenrod version of FOLIO on August 15, 2020, We hope these demonstrations are helpful in getting you started with using the data import app.

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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