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
GET an instance record HRID by any of these options
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)
Inventory app > Find a instance record with Source = MARC > copy instance HRID (Skip to Step 3)
Inventory app > Use Single Import Record functionality (Skip to Step 3)
If using data import, find MARC BIB's HRID:
Click on the loaded file
If SRS MARC and Instance tables both display a created status, then the title (The Journal of ecclesiastical history.) to view output
As result you can see loaded MARC BIB record and HRID is located in the 001 field:
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
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:
Answer: Click on the title (right now we haven't title with text, but we have button for redirect to record:
when you click - move to the Holdings tab
Finally you can see root cause. In the most case error is connected to permanent location id. For example:
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)
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 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 |
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 |
| ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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
Validation rules in quickMARC
|