Exporting Bibliographic Records

Exporting Bibliographic Records


Exporting Bibliographic Records


The Export data feature allows you to export some or all of your bibliographic records with the option to export item details also.

Go to Tools, Export Data and you will be presented with all the options.

 

 

  • Choose to limit your export by any one or more of the following options

    • Limit to a bib number range

    • Limit to a specific item type

This limit will use the type you have defined in the SysPref item-level_itypes. If you have the item-level_itypes preference set to ‘specific item’ and you have no items attached to a bib record it will not be exported.  To get all bib records of a specific type you will need your item-level_itypes preference set to ‘biblio record’.

  • Limit to a specific library or group of libraries

This is a filter: if you leave this set to the default (all libraries selected) or select one or more libraries, bib records with no items attached will not be exported. To get bib records with no items you will need to ‘clear all’ (i.e. de-select all libraries).

  • Limit to a call number range

  • Limit to an acquisition date range

 

  • If you want to select records based on details in the bibliographic record you can load a file of biblionumbers for the records you would like to export.  Use a Saved Report to create a list of the biblionumbers and download the file.   File type needs to be .csv or .txt

Back in the Export Data just select the file.
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  • Next choose what to skip when exporting
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    • By default items will be exported, if you would like to only export bibliographic data, check the ‘Don’t export items’ box

    • To limit your export only to items from the library you’re logged in as (if you leave the ‘Library’ field set to ‘All’) or to the library you selected above check the ‘Remove non-local items’ box

    • You can also choose what fields you don’t want to export. This can be handy if you’re sharing your data, you can remove all local fields before sending your data to another library

 

  • Finally choose the file type and file name
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    • Choose to export your data in marc or marcxml format

    • Choose the name you want your file to save as

 

  • Click ‘Export bibliographic records’

 

 


Version History

Version

Date

Detail

Author

1.0

26/03/2021

Created document

Daphne Hoolahan









Retention Policy

Permanent

X





 


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