Exporting MARC Records
To create a collection analysis report, you need to provide us with information about the titles in your library. This comes in the form a MARC record file exported from your library management system. If you are not familiar with that process, please follow the instructions below that match your system.
- AGent VERSO
- Alexandria
- Athena
- Atriuum
- CASPR/Library World
- Concourse
- Destiny
- Dynix and Sirsi
- Follett Circulation Plus
- Infocentre (Sagebrush)
- Insignia Library System
- L4U/Kelowna
- Library Pro 2.2
- Library Solutions (TLC)
- Mandarin
- OPALS
- Sirsi Unicorn Ecole
- Surpass Central
- Winnebago/Spectrum
AGent VERSO
- Go to 'Cat Admin' tab
- Select 'MARC Export' menu option
- Select 'Export Admin' submenu option
- On the MARC Export Run Configuration, select a custom Holds Mapping to use, or select 'Default' from the Holds Mapping to use pull-down menu.
- For single library AGent VERSO systems select the 'All Records' radio button under Select Type. For multi-library AGent VERSO system select the 'Location' radio button under Select Type and the appropriate library location from the Location pull-down menu.
- Select 'Submit' on the MARC Export Run Configuration window.
- After the process has posted the status of 'Completed. Done' on the Scheduled MARC Export Runs window, select the name of the file, which is a link under the Run ID column, and select 'Save' on the File Download window.
Alexandria Mac Format
- Go to the Cataloging application to export your MARC records
- Click on File
- Choose Utilities
- Choose export item
- Choose format (MARC)
- Run
Alexandria, Windows v5.3 or Higher
- Go to the Cataloging application to export your MARC records
- Go to the Main Menu
- Choose System
- Choose Utilities
- Choose MARC
- Select item #4 and select with copies
- Hit the printer button
Alexandria V
- Go to the Cataloging application to export your MARC records
- Click on File
- Choose Utilities or Export
- Choose Export Item. Sort by copy call#, character set Marc 8, and operation MARC
- Select All - choose format (MARC) and save to desktop
- Run
Alexandria v6 or Newer
- Choose Export from the main Tools menu bar.
- Select the appropriate category tab for the export type you would like to run (e.g. Items, Patrons, etc. tab).
- Using the export field, select (highlight) the export you would like to perform.
- Click the Run button to export your data.
- Alexandria will then open a standard operating system explorer (i.e. finder) window, allowing users to specify the location where they would like their data export file saved; it saves to the operating system desktop by default. Once you are happy with the destination of the file export, you will want to click Save.
- As Alexandria exports your data, the status of the export appears in the Export as window.
- Under no circumstances should you ever do anything while the export is processing. If necessary, click the Cancel button to stop the export from processing.
- If the Export window becomes hidden behind other windows, find it again under the Alexandria Windows menu.
- You can use COMPedit to view any file you've exported. To view an exported Alexandria file, use Open from the File menu to select the file (for more information on import formats, see Data Import).
Athena
- Go to the Cataloging application to export your MARC records
- Choose Export/Extract MARC records
- Select "No order"
- Do not limit the export
- Export to file - choose the location of the file where you want the export to be saved (such as your desktop)
- Click on "Export as a single MARC record"
- Click on "Export"
Atriuum
- Click the Catalog link in Atriuum's top menu bar.
- Click on 'Export MARC Records' to open the Export MARC Records form.
- Click on 'Filter'
- Click on 'Generate List' if you want to export all of the records.
- Click on the box for 'Place copies together in same MARC record'
- Click on 'Export Queued Records.' To clear the queue and start over, click Clear Queue.
- After you click Export Queued Records, a pop-up dialog box will ask you if you want to Save or Cancel. Click Save to save the exported items file.
CASPR/Library World
- Go to the List Window
- Select the records you want to export using the check boxes in the List Window; to select all records in the current list, hold down the option (Mac) or Alt (Windows) key
- Click on the Export command under the file menu
- Select the MARC submenu command
- Name the file and select a location to store the file; click on the Save button
- Choose Translate or No Translate - Library World will allow you to translate fields on export as well as import
- If you selected Translate then you are given a chance to pick the Translation Table; select the appropriate Translation Table (if you selected NoTrans, skip to step 8)
- Select the All Copies Selection option and click on the OK button. The All option is selected by default. This option will export all the copies for each record you are exporting. If a record has five copies attached to it, all five copies will be exported.
Concourse
- Go to the Cataloging application to export your MARC records
- Go to the Main Menu.
- Click Catalog
- From the Catalog menu, select MARC records, then "Export Marc records" from the drop down menu
- From the popup window, the "Export to" Drive needs to be "C"; the description should be changed to the name of the school; the location and note field can remain blank
- Select all records and click OK.
- In the next popup window select the location and filename and click OK.
Destiny
- Go to the Cataloging application to export your MARC records
- Click the Catalog tab to export titles; in order to access this functionality, the "Export titles/copies" option must be enabled in the Manage Catalog section of the user's access level
- Click on the Export Titles option.
- Click on Export; you may continue to use Destiny while the export is being processed (the creation of the file can be monitored through the Job Manager); while the export is in progress, the number of "records written" will be updated each time the Job Manager page is refreshed
- When the export has completed, click on View; the job summary will state how many records were written to the export file; the export contains all titles and copies belonging to a site; any titles without copies that are associated with the site will also be included in the export file.
- Click the Export File link to download the file.
- Click on Save.
- Enter the location where the file should be saved. Enter a file name, or accept the default name.
- Click Save.
Destiny 7.0
- Open Export Titles in the Catalog.
- If you are a district library materials manager, select the district or an individual site from the From list. Please note that, if you choose the district, you cannot use a barcode file or choose to delete the records after export.
- To export all the titles in your collection, select All.
- Choose whether to export All records.
- Include the copy information with the exported title information.
- DO NOT delete the titles and copies after export.
- Select the character set, UTF-8 to be used for the export file.
- Once you have made your selections, click Export.
- When it is finished, open the Job Manager in the Back Office to view the job summary. It provides a link allowing you to download the export file.
- Click on Save.
- Enter the location where the file should be saved. Enter a file name, or accept the default name.
- Click Save.
Dynix and Sirsi
Please contact your System Administrator to export the MARC records from your circulation system. When you export your records, be sure to apply the following criteria:
- Export all records as a complete export with 852 Holding Tag; do not do a brief or backup export
- Include copy information
- Name your export file and choose a location
Follett Circulation Plus
- Go to the Cataloging application to export your MARC records
- At the top of the page, click the File drop-down menu
- In File drop-down menu, go to "Export MARC 21/852 Holdings Format"
- Choose the "No Range" export method from the submenu
- In the Export MARC 21/852 Holdings Format dialog box, check the "All Records" and "Include Copy Information" selections
- Click the "Export" button to begin the export.
Infocentre (Sagebrush)
- On the main InfoCentre screen, click Cataloging and select 'EXPORT.' The Export Marc Records window will open.
- In the Select By field, choose Copy ID or Call Number from the drop-down menu. [You can either enter a desired range, or leave the range fields blank which will export all records from your collection].
- In the Limit To field, select one of the indexes for exporting your records:
NOTE: If you are exporting out all of your records, these fields can be left blank. You can also choose to export copies information (852 tags). - Beside the Export File Name and Location field click on 'BROWSE.' Next to Look In select where you would like to save your export file. In the File Name box type microlif.001 or whatever you wish to call the export file and click on 'EXPORT TO FILE.'
- Click the 'EXPORT' button.
- A window will open stating that Export now in Progress. The records will export, and when the export is complete, a window will open informing you of the number of Titles and Copies exported.
- Click on OK.
NOTE: After starting the export, do not shut down InfoCentre on that computer until the export is complete.
Insignia Library System
- Click on Administration > Import/Export > Export.
- Select the Items tab.
- Select the desired parameters.
- Choose a specific call number or date created range to limit what items are exported.
- When clicked on Export system will prompt for file location.
- Click Export.
L4U/Kelowna
- Click on 'Functions', then 'Library File'
- Highlight the first file, then hold down the 'Shift' key and highlight last file to select all files
- Go to 'File' on the top menu and select 'Export'
- Choose: Selected Records
- File Choice: MARC Record
- Save to your Desktop and name the file something you will remember later when searching for it
Library Pro 2.2
- Before doing your export perform any necessary cleanup of your catalog records; perform a backup of your catalog records and perform a Re-index of the Catalog Module
- Make sure you are working in the Catalog Module of Library Pro
- Select SORT from the right-hand toolbar; in the "Pick an index to sort by ... " window that appears, select None and click OK.
- Take note of the information in the Message window below the catalog window; the message should read, "Viewing records 1 through 8 of XXXX, sorted by None"
- Copy down the number (XXXX) displayed in your Message window for later use
- Hold down the Option or Alt key, and click on the first "Selected" box at the top of the catalog window. All of the remaining Selected boxes will now contain a red check mark, and the Message window will read, "Viewing records 1 through 8 of XXXX, sorted by None. There are XXXX records selected"
- Pull down the File menu and select Export / MARC.
- Upon release of the mouse button, a new dialog window will appear asking you to identify the storage location for your new export file. Click the Desktop button, and then click the New Folder button. Enter the following name: "(space)PBOUND EXPORT" for the new folder, which will be located on your Desktop when the process is finished; click Create
- With the PBOUND EXPORT folder created, the window is now waiting for you to enter the name of the actual Export file; enter the file name in the field labeled: "Export MARC Records to:" Name the file: LPROEXP, then click Save
- When the dialog window appears asking if you should "Translate tags when exporting?", click the "No Trans" button in the lower right corner
- The Copies Selection dialog box will appear; leave the default setting as (All) and click OK
- The Export Process will now begin - the thermometer bar indicates your progress; do not pause or cancel the process once begun.
- The Export file has now been placed on your Desktop in the PBOUND EXPORT folder
Library Solutions (TLC)
- Go to 'Cataloging Utilities'
- On File menu, select 'Extract Records'
- Choose 'Copy to File'
- Save to your Desktop and name the file something you will remember later when searching for it
- To begin extracting the records select 'OK'
- For technical support please contact TLC directly
Mandarin
Please contact your System Administrator to export the MARC records from your circulation system. When you export your records be sure to apply the following criteria:
- Go to Mandarin - Catalog. Go to Edit, then Search, then Holdings
- Under Subject, Or Anywhere, and And Anywhere, type *
- Click Search
- Go to Edit, then Holding; select "All Records"
- Go to File, then Export, then Standard Export; click OK.
- Name the file and save to Desktop; click Save.
OPALS
- Select Items > Export from OPALS main menu.
- You have the choice to select records by a date range, Record ID range, or the entire database. If using the date range, you can click on calendar icons for the "From" and "To" dates.
- Click Export.
- Once the export is completed, you can download the file created by clicking it and saving it to your hard drive or desktop. Make sure to name the file something you will easily be able to find in the future.
- Now that you've saved the file to your local machine, you can upload it.
Sirsi Unicorn Ecole
- Go to the Cataloging application to export your MARC records
- Click Reports, then Schedule New Reports
- Click OK
- Click on the Bibliographic tab; select the second "Extract Keys for Marc Export" - prepmarcexp
- Click on the Selection Criteria tab; click on the button to the right of the Library field and choose your library code
- Click on "Wizards" on the menu bar at top of window, then click on "All Wizards"
- Press M on the keyboard to choose "MARCEXPORT", then click OK; when the next window comes up, click OK again
- Click "Yes Export Records"
- In the next window that appears, enter a number here that is larger than the number of records you are exporting; do not use a comma
- On the next page, select "vol001"; click the box next to "Include 999 holdings tag" and the box next to "Marc" in Format of the exported file
- Click OK; if an error message appears, ignore it - it will not affect your export
- In the next window, choose where to save your file and click OK
- When the next page appears, click Done
Surpass Central
- Go to the Cataloging application to export your MARC records
- Select which records to export by leaving the conditions blank; this will export all records
- Click the Save Records button
- Designate the file to be saved on the desktop of your computer with a name you will remember.
Winnebago/Spectrum
- Go to the Cataloging application to export your MARC records
- Within the Winnebago application, click on the "Winnebago" drop down menu at the top of the window
- Select "Materials" from the drop-down menu and then select "Export" in the submenu
- When the Materials Export dialog box comes up, select "All Materials (in MARC File Order)" from the Export pull down menu
- Select the Format: "USMARC/852 Holdings Data"
- In the Output file field, enter the name of the file to be created
- Click the "Export; button
NOTE: The export procedure may differ slightly depending on the version of your system. If you are unable to export your records per these instructions, please refer to your system's Help document or ask your System Administrator.