5.8. Batch Exporting

Last Updated 02/24/2026

Exporting Records from the Import/Export Interface

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To export MARC records from the Import/Export interface, catalogers can use three methods: upload a .CSV file containing TCNs, enter a TCN for single record exports, or export all titles from a Record bucket. Users can opt to include local holdingsin the exported file.

If catalogers need a file containing MARC records that they can work with using external software, it's possible to export records from the Import/Export interface.

Selecting Records

There are three methods for selecting the records to export:

From a CSV File

If you have a list of records to export, you can upload that list to Evergreen.

The list must be in a .CSV file type. You can convert Excel to CSV by changing the file type when saving.
The TCN must be included in the file.
Include the number of the column for the TCN in the file, starting at 0 for the left most column, in the "Use Field Number" box.

Using the Record ID/TCN (for single record exports)

When exporting a single record, you can enter the TCN in the Record ID field.

From a Bucket

You can export records for all titles in a Record bucket. Add the titles to the bucket, then indicate the Bucket ID Number to export them.

Record Types, Formats, and Encoding

Before exporting, you will need to select the type and format for the records.

Record Types

There are two record types available for export:

Bibliographic Records: The MARC records for specific titles. These may be downloaded for editing and reingested after improvements.
Authority Records: The records used to estabish the authorized form for names, subjects, titles and places.

Record Formats

There are four formats that MARC records may be downloaded in:

MARC21: The standard bibliographic format used in North America. Maintained by the Library of Congress and Library and Archives Canada.
UNIMARC: The standard bibliographic format used in Europe. Maintained by the International Federation of Library Associations.
MARC XML: An XML structure designed by the Library of Congress to encode MARC 21 data for web applications, machine processing, and data exchange over the internet..
Evergreen Record Entry: A JSON representation of the bibliographic record as it's stored in the Evergreendatabase.

In almost all cases, NC Cardinal users should select MARC21.

Record Encoding

MARC records are further encoded to allow for international characters and multilingual scripts. The exported allows for two encoding types:

UTF-8: Developed specifically for MARC21 with universal support for non-Roman scripts.
MARC8: This is a legacy standard with character sets limited to a small number of non-Roman scripts.

In almost all cases, NC Cardinal users should select UTF-8.

Including Holdings

In addition to the MARC Records, you may want to elect to export details about the local holdings as well. When the "Include Holdings in Bibliographic Record" box is checked, the downloadedfile will list infomation about holdins in the 852 field.

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