Batch Loading into Discovery

Retrieve and download your MARC records (.mrc)

Open that .mrc file in MarcEdit

Check the records

1. Reports → Material Type Report.

2. Reports → Field count

3. Note

   1. Number of records in the .mrc file

   2. Different record types (ebook, escore, evideo, etc.)

   3. Is there a 856 for each record?

   4. Are there 336, 337, and 338s for each record?

If there are missing 336, 337 and/or 338, run the RDA Helper

Run the appropriate MarcEdit task for your set

1. Tasks are found on GitHub. If you make a change to the task, remember to push those changes to the main repository

Go over the details of the summary from the task. Make sure that it fits the number of records, different types of records, etc.

Check the file again

1. Reports → Field Count

2. Make sure

   1. there is at least 1 856 per record and that it is the appropriate one for the set

   2. There is only 1 852 per record with the Location phrase in the $b and $hOnline

   3. There is only 1 001 per record with no punctuation

Save the .mrk file

Compile the .mrk into a .mrc file with the naming convention of containercode_date_[u,n,d,m for update, new, delete, or merge]_initials.mrc. If you have to split a file up because of its size, you can add a number after the u, n, d, or m as in fcsws_20220722_u1_jme.mrc.

Go to the “update” folder in the FTP to the main custom catalog. Make sure you are in the update folder.

Upload your file to the update folder