Data Import Documentation Archive
This area of DI documentation stores documentation for older versions of the app that is still potentially useful but is stored here to help with organizing the wiki.
- Archived Data Import Landing Page on Sept 12, 2024
- Creating and using profiles
A job profile contains all of the steps needed to complete an individual data import job - field mapping, action, and/or matching. Typically it is easier to think of a job profile "from the bottom up" in the interface and begin by configuring your field mapping profile, then its related action profile, then the match profile if applicable, and finally compiling them into an appropriate job profile.
- Data Import Logs
The default data import app landing page opens to a list of logs from previously executed data import jobs.
The columns on the display provide you with basic information about the import job, and clicking on the file name opens the log summary view.
OCLC Inventory single record import logs are suppressed from this view.
- Data Import Processes
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
This content was prepared by Lisa McColl and Hope Sagnip of 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. Please feel free to email us with feedback, questions, or requests for more demonstrations:
- Field Mapping profiles: EDIFACT
- Field Mapping profiles: MARC
Looking for EDIFACT fields?
These tips and videos focus on mapping MARC into FOLIO. For EDIFACT field mapping details, see Field Mapping profiles: EDIFACT
Reference videos
- File extensions
Settings > Data Import > File Extensions allows libraries to configure which file formats are allowed for import and which file formats are blocked and cannot be imported.
If a file has an extension that is NOT in the list as allowed or denied, the file can be uploaded and import can be attempted. If there are problems with the file structure or data, the import fails, and that is reflected in the Data import log.
- Introduction to Data Import For New Users
What is a data import job?
basic workflows -
- Create single inventory instance from MARC Bib
- MARC Field Protections
Background
This information is current as of the Morning Glory release
- First iteration created in MODDATAIMP-137, but did not take into account repeatable and non-repeatable fields
- Miscellaneous Tips for Data Import
- When importing records that have previously been exported from a different FOLIO environment, be sure to remove the 999 ff field that contained the UUIDs of that other FOLIO environment. Otherwise, that will cause errors in the second FOLIO environment.
- Tips for recovering from failed data import jobs:
- Shared Rancher Environment for Data Import/Export/quickMARC
Under construction
Please do not attempt to use the shared environment until this page is finalized
Environment details