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A&M Consortium: FOLIO Cataloging Guidance

A&M Consortium: FOLIO Cataloging Guidance: Option D: Creating an Instance Record without a MARC record.

Advice on cataloging with the shared A&M Consortium FOLIO Client

Creating an Instance Record Without a MARC Record

The OSU A&M Consortium does not suggest creating an instance record without a MARC record being uploaded to the SRS.  However, it is possible.

  1. The cataloger chooses "New" from the dropdown menu in the Inventory app.
  2. Next, the cataloger fills out as much as the form as they desire.  It only requires 3 fields: Source, Resource Title, and Resource Type. Source is prepopulated.  Resource Type is based on RDA Content Type.  You can find RDA Information on the RDA Registry website, or you can use this simplified chart.
  3. It would be best to find an OCLC record and overlay this minimal record in the future.

The following screenshots demonstrate the process.

  1. Actions dropdown menu in the Inventory app. Select "New"

  2. Pop-up for creating a new instance record without a MARC record. Required fields indicated: source, resource title, resource type.

  3. Overlaying a brief instance record with a single record import. This option is located in Actions menu.

  4. Adding identifier number from OCLC into a pop-up window.

     

Note: You can edit an instance record if it was created as a new instance records.  To edit an instance record that was derived from a MARC record in the SRS, you will need to edit the MARC record.  You will only be able to change a minimal number of fields with the regular "edit" function.

  • Last Updated: Nov 14, 2025 4:58 PM
  • URL: https://info.library.okstate.edu/foliocataloging
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