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Unknown User (hsagnip)and Lisafrom Lehigh University have staked a claim on the page. We are working on the docs.folio.org page for this anyway so....

Purpose

quickMARC is designed to be a lightweight MARC record editing tool, meant for quick edits of existing records. While quickMARC is its own module, it's built like a helper app and is accessed through Inventory, via the Instance detail view's Actions dropdown menu. "Edit in quickMARC" is available for instances whose source record is a MARC record. quickMARC saves to SRS (source record storage) and updates the Source Record and the Inventory instance record. quickMARC is best used in addition to other cataloging tools. 

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  • "Current" - it's up to date and should be the same as the Instance & SRS records
  • "In Progress" - a change has been made, but it has not made it to the Instance and/or SRS yet
  • "Error" - something is preventing an update from moving to the Instance or SRSSR


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quickMARC Tutorial 

Text Instructions

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(1). Home Screen

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Select the drop down arrow under Apps and choose Inventory. 

The App bar will always be at the top. You begin with Inventory because quickMARC (QM) is considered a helper app, so it will not have its own section. FOLIO is browser-based and does not require special software on your computer.


(2). Inventory

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Select drop down arrow and search by title or Instance HRID (the unique number FOLIO assigns each record). 

There are multiple search methods to locate a record so use the search you are most comfortable with. 

“Instance” above the search bar is the default option. You are searching for the Instance record so leave on default search. You can think of Instance record as the main record and Holdings/Item as sub-sections.


(3). Select Title

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Click title. The record will display next to your Inventory search from Step 2 after your search.


(4). Instance Record

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Select Actions (enlarged example) in the top right corner | Choose “Edit in quickMarc.”

This is the Instance Record. FOLIO pulls data from the MARC (machine-readable cataloging) record to create the Instance Record. In other words, the Instance is the top layer while MARC is the bottom layer.

Instance records are designed to provide a summary and be more user-friendly for non-catalogers. It is possible to edit the Instance Record, but QM is for editing MARC data.


(5). Record Features Overview

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You are now in the MARC layer. The “Save & Close” grayed out button will become active once you have made changes.


Record Status

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At the top, you will see the record status. FOLIO will show the title of the record you are editing, which is a good way to double-check you are in the correct record. There is a date of when the record was last updated. You should see the blue “Current” circle. In an extremely rare instance, FOLIO may list “Error,” meaning there is a record problem beyond QM’s ability to fix. If this happens, see the Metadata Librarian.


Fixed Fields

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There are certain fields like the 005 field where you cannot select the field to edit. Currently, that is how the FOLIO system is set up.


Arrows

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The arrows to the left allow you to move the MARC fields up and down. Currently, there is no way to move multiple rows at once and there is no drag and drop feature.


Add | Delete

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In addition to an up/down arrow, each MARC field has a corresponding plus sign and trash can. The plus sign adds a row. If you need to add more than one row, you can select the plus sign multiple times.

The trash can deletes each row. Currently, there is no way to delete rows simultaneously, you will need to select the trash can for each row you want to delete.


(6). Add a Row

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Select the plus sign indicated in Step 5: Record Overview. Click into the row to add your

  • Field. Example 520
  • Indicator: Example 3 and #
  • Subfield: Example $a and $c

FOLIO uses the dollar symbol as instead of the pipe sign. 

To add multiple rows at once, select the plus sign repeatedly.


(7). Adding Diacritics

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You can copy/paste diacritics into FOLIO, or use the Windows Character Map. A future FOLIO version will have the capability to insert diacritics from the quickMARC screen.


The window characters map is below, taken from Appuals.com

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(8). Finished

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