5.1.3 Creating a report in FOLIO of Items without a call number

1. Log into FOLIO and change your tenant to the library for whom you want to run the report.
2. In Inventory,
   1. Click on Item
   2. Use the Held by filter to select the library
   3. Change your search index to Query search
   4. Enter the following search string and click Search

cql.allRecords=1 NOT itemFullCallNumbers=""

1. 1. Click Actions, then Save instances UUIDs
2. In Settings (you only have to do this once per tenant)
   1. Click on Data Export
   2. Click on Field Mapping Profiles
      1. Click on New
      2. Name = Output MCO Instance, Holdings, Item HRIDs
      3. Output Format = MARC
      4. FOLIO Record Type = Instance, Holdings, and Item
      5. Transformations
         1. Instance HRID = 001
         2. Holdings HRID = 040 $a
         3. Item HIRD = 040 $b
      6. Click Save & close
   3. Click on Job Profiles
      1. Click on New
      2. Name = Output MCO Instance, Holdings, Item HRID
      3. Mapping Profile = Output MCO Instance, Holdings, Item HRIDs
      4. Click on Save & close
3. In Data Export
   1. Click on “or choose file”
   2. Select the UUID file you downloaded from Inventory
   3. Select Output MCO Instance, Holdings, Item HRID
   4. Select Instances
   5. Click on Run
   6. When the file is ready, click on the filename to download the MARC record
4. In MarcEdit
   1. Run the file through MarcBeaker
   2. Open the file in MarcEditor
   3. Click Edit, then Find (or Control-F)
   4. Use Find All to search for $b
   5. Click on Extract Found Records
   6. Create a new .mrk file for the extracted records
   7. Open the new .mrk file
   8. Click Edit, the Find (or Control-F)
   9. Use Find All to search for $b
   10. Click the icon to copy the search results to the clipboard
5. In Excel
   1. Open a new Excel sheet
   2. Paste the data from the clipboard
   3. If the subfield data is delimited in the Excel sheet
      1. Delete Column A (=040 \\) and Column D (subfield 3)
   4. If the subfield data is not delimited
      1. Click on the Data tab
      2. Highlight the column
      3. Click Text to Columns
         1. Make sure Delimited is selected and click Next
         2. Uncheck Tab, Check Other, type in a ‘$’, then click Next
         3. Click Finish
         4. Click OK
   5. Insert a row at the top
   6. Give Column A a header = Holdings HRID
   7. Give Column B a header = Item HRID
   8. Save the Excel file