How to upload MARC Holdings via UI?

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

1. 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)
      
2. 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
3. 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. 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 

1. 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