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:

Download files from attachments
Go to the data import, for example: https://folio-snapshot.dev.folio.org/data-import
Download program for edit MARC record: https://marcedit.reeset.net/downloads

GET an instance record HRID by any of these options
1. Data import. Use MARC bib (one_bib.mrc) that is attached to this page and then select job profile with name: Default - Create instance and SRS MARC Bib (see below screenshots and skip to Step 2)
2. Inventory app > Find a instance record with Source = MARC > copy instance HRID (Skip to Step 3)
3. Inventory app > Use Single Import Record functionality (Skip to Step 3)
If using data import, find MARC BIB's HRID:
1. Click on the loaded file
2. If SRS MARC and Instance tables both display a created status, then the title (The Journal of ecclesiastical history.) to view output
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
Update 004 value with the MARC bib HRID in your MARC Holdings file by using program MarcEdit. NOTE: See attachment for a Holdings file you can use

1. The filed 004 should be changed to in00000000018
2. Save file as *.mrc

4. Import holdings file and select job profile with name Default - Create Holdings and SRS MARC Holdings via UI data-import. NOTE: You can use file attachments.

Frequently asked questions

The most popular errors during import marc holdings are

A. Invalid location id

I uploaded a MARC holdings file and received a Discarded message. For example:
1. Answer: 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

Sample Data: https://drive.google.com/drive/folders/19QQbzZHHzbg8Gp9efgxBsVVJSE70O3mJ?usp=sharing

Changes to MARC fields that done by the system

MARC field	MARC type	Change logic	Related feature	Source of change
LDR	Bibliographic	Update 00-04 position with a new record length	Update MARC / Derive new MARC	mod-quick-marc
001	Bibliographic	Move field value with 003 to 035 and set HRID	Derive new MARC / Import MARCs	mod-source-record-manager
003	Bibliographic	Move field value with 001 to 035 and remove	Derive new MARC / Import MARCs	mod-source-record-manager
005	Bibliographic	Set current date-time	Update MARC / Derive new MARC	mod-quick-marc
010	Bibliographic	Add additional spaces to match valid LC control number	Update MARC / Derive new MARC	mod-quick-marc
035	Bibliographic	Set data from 001 and 003 field	Derive new MARC / Import MARCs	mod-source-record-manager
999ff	Bibliographic	Update $s and $i with newly created SRS Record and Instance IDs	Derive new MARC / Import MARCs	mod-source-record-storage / mod-source-record-manager
999ff	Authority	Update $s with newly created SRS Record IDs	Import MARCs	mod-source-record-manager
XXX	Bibliographic	Remove field if its content is empty	Update MARC / Derive new MARC	mod-quick-marc

Validation rules in quickMARC

MARC field

MARC type

Validation rule

LDR

Bibliographic

Leader at 17-18 position doesn't match 008 field

LDR

Bibliographic

The Leader must contain 24 characters, including null spaces
Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader

006

Bibliographic

Unexpected length of the field

007

Bibliographic

Unexpected length of the field

008

Bibliographic

Leader at 17-18 position doesn't match 008 field

Bibliographic

Unexpected length of the field

010

Bibliographic

Subfield length should be more than 3 characters

01X - 999

Bibliographic

Only 2 indicators with one-character values can exist

245

Bibliographic

Can only have one 245 field

aaa-zzz

Bibliographic

Alphabetical fields are restricted

All

Bibliographic

Must contain a value

Changes to MARC fields that done by the system

MARC field	MARC type	Change logic	Related feature	Source of change
LDR	Bibliographic	Update 00-04 position with a new record length	Update MARC / Derive new MARC	mod-quick-marc
001	Bibliographic	Move field value with 003 to 035 and set HRID	Derive new MARC / Import MARCs	mod-source-record-manager
003	Bibliographic	Move field value with 001 to 035 and remove	Derive new MARC / Import MARCs	mod-source-record-manager
005	Bibliographic	Set current date-time	Update MARC / Derive new MARC	mod-quick-marc
010	Bibliographic	Add additional spaces to match valid LC control number	Update MARC / Derive new MARC	mod-quick-marc
035	Bibliographic	Set data from 001 and 003 field	Derive new MARC / Import MARCs	mod-source-record-manager
999ff	Bibliographic	Update $s and $i with newly created SRS Record and Instance IDs	Derive new MARC / Import MARCs	mod-source-record-storage / mod-source-record-manager
999ff	Authority	Update $s with newly created SRS Record IDs	Import MARCs	mod-source-record-manager
XXX	Bibliographic	Remove field if its content is empty	Update MARC / Derive new MARC	mod-quick-marc

Validation rules in quickMARC

MARC field	MARC type	Validation rule
LDR	Bibliographic	Leader at 17-18 position doesn't match 008 field
LDR	Bibliographic	The Leader must contain 24 characters, including null spaces Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006	Bibliographic	Unexpected length of the field
007	Bibliographic	Unexpected length of the field
008	Bibliographic	Leader at 17-18 position doesn't match 008 field
008	Bibliographic	Unexpected length of the field
010	Bibliographic	Subfield length should be more than 3 characters
01X - 999	Bibliographic	Only 2 indicators with one-character values can exist
245	Bibliographic	Can only have one 245 field
aaa-zzz	Bibliographic	Alphabetical fields are restricted
All	Bibliographic	Must contain a value

Changes to MARC fields that done by the system

MARC field	MARC type	Change logic	Related feature	Source of change
LDR	Bibliographic	Update 00-04 position with a new record length	Update MARC / Derive new MARC	mod-quick-marc
001	Bibliographic	Move field value with 003 to 035 and set HRID	Derive new MARC / Import MARCs	mod-source-record-manager
003	Bibliographic	Move field value with 001 to 035 and remove	Derive new MARC / Import MARCs	mod-source-record-manager
005	Bibliographic	Set current date-time	Update MARC / Derive new MARC	mod-quick-marc
010	Bibliographic	Add additional spaces to match valid LC control number	Update MARC / Derive new MARC	mod-quick-marc
035	Bibliographic	Set data from 001 and 003 field	Derive new MARC / Import MARCs	mod-source-record-manager
999ff	Bibliographic	Update $s and $i with newly created SRS Record and Instance IDs	Derive new MARC / Import MARCs	mod-source-record-storage / mod-source-record-manager
999ff	Authority	Update $s with newly created SRS Record IDs	Import MARCs	mod-source-record-manager
XXX	Bibliographic	Remove field if its content is empty	Update MARC / Derive new MARC	mod-quick-marc

Validation rules in quickMARC

MARC field

MARC type

Validation rule

LDR

Bibliographic

Leader at 17-18 position doesn't match 008 field

LDR

Bibliographic

The Leader must contain 24 characters, including null spaces
Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader

006

Bibliographic

Unexpected length of the field

007

Bibliographic

Unexpected length of the field

008

Bibliographic

Leader at 17-18 position doesn't match 008 field

Bibliographic

Unexpected length of the field

010

Bibliographic

Subfield length should be more than 3 characters

01X - 999

Bibliographic

Only 2 indicators with one-character values can exist

245

Bibliographic

Can only have one 245 field

aaa-zzz

Bibliographic

Alphabetical fields are restricted

All

Bibliographic

Must contain a value

Changes to MARC fields that done by the system

MARC field	MARC type	Change logic	Related feature	Source of change
LDR	Bibliographic	Update 00-04 position with a new record length	Update MARC / Derive new MARC	mod-quick-marc
001	Bibliographic	Move field value with 003 to 035 and set HRID	Derive new MARC / Import MARCs	mod-source-record-manager
003	Bibliographic	Move field value with 001 to 035 and remove	Derive new MARC / Import MARCs	mod-source-record-manager
005	Bibliographic	Set current date-time	Update MARC / Derive new MARC	mod-quick-marc
010	Bibliographic	Add additional spaces to match valid LC control number	Update MARC / Derive new MARC	mod-quick-marc
035	Bibliographic	Set data from 001 and 003 field	Derive new MARC / Import MARCs	mod-source-record-manager
999ff	Bibliographic	Update $s and $i with newly created SRS Record and Instance IDs	Derive new MARC / Import MARCs	mod-source-record-storage / mod-source-record-manager
999ff	Authority	Update $s with newly created SRS Record IDs	Import MARCs	mod-source-record-manager
XXX	Bibliographic	Remove field if its content is empty	Update MARC / Derive new MARC	mod-quick-marc

Validation rules in quickMARC

MARC field

MARC type

Validation rule

LDR

Bibliographic

Leader at 17-18 position doesn't match 008 field

LDR

Bibliographic

The Leader must contain 24 characters, including null spaces
Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader

006

Bibliographic

Unexpected length of the field

007

Bibliographic

Unexpected length of the field

008

Bibliographic

Leader at 17-18 position doesn't match 008 field

Bibliographic

Unexpected length of the field

010

Bibliographic

Subfield length should be more than 3 characters

01X - 999

Bibliographic

Only 2 indicators with one-character values can exist

245

Bibliographic

Can only have one 245 field

aaa-zzz

Bibliographic

Alphabetical fields are restricted

All

Bibliographic

Must contain a value

Changes to MARC fields that done by the system

MARC field	MARC type	Change logic	Related feature	Source of change
LDR	Bibliographic	Update 00-04 position with a new record length	Update MARC / Derive new MARC	mod-quick-marc
001	Bibliographic	Move field value with 003 to 035 and set HRID	Derive new MARC / Import MARCs	mod-source-record-manager
003	Bibliographic	Move field value with 001 to 035 and remove	Derive new MARC / Import MARCs	mod-source-record-manager
005	Bibliographic	Set current date-time	Update MARC / Derive new MARC	mod-quick-marc
010	Bibliographic	Add additional spaces to match valid LC control number	Update MARC / Derive new MARC	mod-quick-marc
035	Bibliographic	Set data from 001 and 003 field	Derive new MARC / Import MARCs	mod-source-record-manager
999ff	Bibliographic	Update $s and $i with newly created SRS Record and Instance IDs	Derive new MARC / Import MARCs	mod-source-record-storage / mod-source-record-manager
999ff	Authority	Update $s with newly created SRS Record IDs	Import MARCs	mod-source-record-manager
XXX	Bibliographic	Remove field if its content is empty	Update MARC / Derive new MARC	mod-quick-marc

Validation rules in quickMARC

MARC field	MARC type	Validation rule
LDR	Bibliographic	Leader at 17-18 position doesn't match 008 field
LDR	Bibliographic	The Leader must contain 24 characters, including null spaces Only positions 5, 8, 17, 18 and/or 19 can be edited in the Leader
006	Bibliographic	Unexpected length of the field
007	Bibliographic	Unexpected length of the field
008	Bibliographic	Leader at 17-18 position doesn't match 008 field
008	Bibliographic	Unexpected length of the field
010	Bibliographic	Subfield length should be more than 3 characters
01X - 999	Bibliographic	Only 2 indicators with one-character values can exist
245	Bibliographic	Can only have one 245 field
aaa-zzz	Bibliographic	Alphabetical fields are restricted
All	Bibliographic	Must contain a value

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