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Comment: I added a video on how to add an instance
  • Before you start adding titles, change status on Trello 

  • At this point, log into OCLC to search for your respective record 

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  • Once you find the record, make sure you update the holdings before you click on export 

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  • Confirm that the record landed in your folder 

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  • Open marc edit 

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  • Click on Marc Tools

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  • Once opened, you browse for your exported file and save under a preferred location. Check Translate to UTF8 before clicking on Execute

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  • If done correctly, your record will show up as processed below. Click on Edit Records to open the marc record and make any tweaks and edits.

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  • When done editing your record, click on the compile records button to save the file to your preferred location. 

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  • Check off your name. Check off upload a MARC record. Password: busybee. Log in. Click on choose file and click upload. 

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  • Confirm that the instance being created matches the record you are bringing in. Click make it so if it is. 

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  • The red link provided takes you to to Folio. There you will add a holding, call number and add the item. Once you have have done so, click make it so. 

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  • After a few moments, the make it so button will lead to this page. On this page, you can delete the instance and record if you have changed your mind about adding this title to folio. If not, this page will link to the Walter by clicking on on the solrID. You want to click on this to make sure that your record is now in Walter and matches Folio. 

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Click below to click on a video on how to do the above: 

Video on how to add an instance