Data Import Documentation Archive

Owned by (OLD ACCOUNT) Erin Nettifee
Last updated: Sep 12, 2024 by Jennifer Eustis

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

    Data Import is the FOLIO app where users can import one or more records in batch to create various kinds of records in different FOLIO apps.

    Data Import has two main pieces - the app, and the settings area. The app is where imports happen and logs can be reviewed. The settings area is where import rules can be created via 

  • 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

    Table of contents

    To be added:

    • A-M to add details from Ruslan's syntax doc
  • 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