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  1. Make sure to reset any previous searches

  2. Go to Actions – Import

  3. Paste the OCLC number into the box

    1. Make sure Inventory Single Record is selected in the drop down

  4. The record will be brought into Folio–you’ll see a green notification box pop up and then the record should appear in the Instance record pane

  5. Add your holdings record and items according to the instructions above(see below)

First add holdings record

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