Vandelay instructions update to Load MARC Order Records section.
[sitka/doc/acquisitions.git] / acq / acq-load-bib.xml
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1<?xml version='1.0' encoding='UTF-8'?>\r
2<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"\r
3 xml:lang="EN" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="acq-load-bib">\r
4 <info>\r
e3245b4a 5 <title>Loading Bibliographic Records and Items into the Catalogue</title>\r
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6 <legalnotice>\r
7 <para><emphasis role="bold">Adapted with permission from original material by the <link\r
8 xlink:title="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf"\r
9 xlink:href="http://evergreen-ils.org/dokuwiki/lib/exe/fetch.php?media=the_acquisitions_module_ev.pdf">Evergreen\r
10 Community</link></emphasis></para>\r
11 </legalnotice>\r
12 \r
13 \r
14\r
15 <abstract>\r
16 <para>Bibliographic records and copies can be loaded into the catalogue at different stages of the acquisitions process depending on your preferred\r
17workflow.</para>\r
18<para>By default bibliographic records and copies become OPAC visible the moment they are loaded into the catalogue. Libraries that do not wish their on-order\r
19materials to be visible to their patrons can set up an OPAC invisible default copy location for the system to use. \r
e3245b4a 20See <link linkend="onorder-OPAC-invisible">How to Make Your On-orderRecords OPAC Invisible</link> for instruction on setting up and using an OPAC\r
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21invisible default copy location.</para></abstract>\r
22 \r
23\r
24 </info>\r
25\r
31063226 26 <section xml:id="load-bib-items">\r
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27 <title>Where to Load Bibliographic Records and Items into the Catalogue</title>\r
28 <para>You can load bibliographic records and items into the catalogue in four different place in the acquisitions module.</para>\r
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29<procedure>\r
30\r
31<step>\r
32<informalfigure>\r
33<para>You can import bib records and items (if holdings information is attached) when you upload MARC order records.</para> \r
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34<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Load MARC Order Records</guimenuitem></menuchoice>. Follow the instructions for \r
35<link linkend="marc-order-records">Load MARC Order Records</link>.</para>\r
36<para>Ensure the box adjacent \r
37to <guilabel>Load Items for Imported Records</guilabel> is checked and upload the file of MARC records.</para>\r
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38<para><mediaobject>\r
39<alt>screenshot of invoicing</alt>\r
40\r
41<imageobject>\r
a6103e12 42<imagedata fileref="media/acq-vandelay-2.png" scalefit="0"></imagedata>\r
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43</imageobject>\r
44</mediaobject></para>\r
45</informalfigure>\r
46</step>\r
47\r
48<step>\r
49<informalfigure>\r
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50<para>You can import bib records and items into the catalogue when you create a purchase order from a selection list, a MARC federated search, catalogue record IDs, \r
51or the view/place order screen.</para>\r
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52<para>From the selection list, select \r
53<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. Check the box adjacent to \r
54<guilabel>Import Bibs and Create Copies</guilabel> to import the records into the catalogue.</para>\r
55<para><mediaobject>\r
56<alt>screenshot of invoicing</alt>\r
57\r
58<imageobject>\r
59<imagedata fileref="media/load-bibs-2.png" scalefit="0"></imagedata>\r
60</imageobject>\r
61</mediaobject></para>\r
62</informalfigure>\r
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63\r
64<para>Records are then loaded using the <link linkend="load-bib-vandelay">Vandelay Interface</link>.</para>\r
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65</step>\r
66\r
67<step>\r
68<informalfigure>\r
e3245b4a 69<para>You can import bib records and items into the catalogue from a purchase order by clicking \r
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70<menuchoice><guimenu>Actions</guimenu><guimenuitem>Load Bibs and Items</guimenuitem></menuchoice>.</para>\r
71<para><mediaobject>\r
72<alt>screenshot of invoicing</alt>\r
73\r
74<imageobject>\r
75<imagedata fileref="media/load-bibs-3.png" scalefit="0"></imagedata>\r
76</imageobject>\r
77</mediaobject></para>\r
78</informalfigure>\r
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79\r
80<para>Records are then loaded using the <link linkend="load-bib-vandelay">Vandelay Interface</link>.</para>\r
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81</step>\r
82\r
83<step>\r
84<informalfigure>\r
85<para>If you have not previously loaded the bib records and items into the catalogue, Evergreen will automatically import the bib \r
86records and items into the catalogue when the purchase order is activated.</para>\r
87<para><mediaobject>\r
88<alt>screenshot of invoicing</alt>\r
89\r
90<imageobject>\r
91<imagedata fileref="media/activate-purchaseorder-4-2.png" scalefit="0"></imagedata>\r
92</imageobject>\r
93</mediaobject></para>\r
94</informalfigure>\r
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95\r
96<para>Records are then loaded using the <link linkend="load-bib-vandelay">Vandelay Interface</link>.</para>\r
97</step>\r
98</procedure>\r
99</section>\r
100\r
101<section xml:id="load-bib-vandelay-temp">\r
102<title>TEMPORARY - How to Load Bibliographic Records and Items into the Catalogue</title>\r
103\r
104<para>All bibliographic records add to the catalogue through acquisitions are loaded through the vandelay interface.</para>\r
105<para>Vandelay identifies exisiting records that match the new records and allow staff to merge the new record into the existing record rather than creating a \r
106duplicate record.</para>\r
107\r
108<note><para>Sitka staff is currently working to resolve a bug regarding record matching. The following procedure is a temporary work around while work is being done \r
109to resolve the bug.</para></note>\r
110\r
7cf9d92c 111<simplesect xml:id="vandelay-interface-load-temp">\r
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112<title>Loading Records Using the Vandelay Interface</title>\r
113\r
114<procedure>\r
115<step>\r
116<informalfigure>\r
117<para>The <guilabel>Vandelay Interface</guilabel> will display.</para>\r
118<para><mediaobject>\r
119<alt>screenshot of Vandelay Interface</alt>\r
120\r
121<imageobject>\r
122<imagedata fileref="media/load-bibs-vandelay-1.png" scalefit="0"></imagedata>\r
123</imageobject>\r
124</mediaobject></para>\r
125</informalfigure>\r
126</step>\r
127\r
128<step>\r
129<para>Create a new <guilabel>Upload Queue</guilabel> or use the drop down menu to add to an <guilabel>Exisiting Queue</guilabel>.</para>\r
130<caution><para>Do not use "/" or "\" (slash or backslash) in import queue name.</para></caution>\r
131</step>\r
132\r
133<step>\r
134<para>Leave the <guilabel>Record Match Set</guilabel> field blank.</para>\r
135<caution><para>Choosing a <guilabel>Record Match Set</guilabel> will currently cause the import to fail.</para></caution>\r
136</step>\r
137\r
138<step>\r
139<para>Select <guilabel>oclc</guilabel> from the <guilabel>Record Source</guilabel> drop down menu.</para>\r
140</step>\r
141\r
142<step>\r
143<para>Check the box for <guilabel>Import Non-Matching Records</guilabel>. This will import anyrecords that do not have matches in the catalogue.</para>\r
144<para>At present this will import all records unless a match is found on the 901 subfield c. A match on the 901 subfield c indicates that the exact record is already\r
145in the catalogue.</para>\r
146</step>\r
147\r
148<step>\r
149<informalfigure>\r
150<para>Click <guibutton>Submit</guibutton>.</para>\r
151<para><mediaobject>\r
152<alt>screenshot of Vandelay Interface</alt>\r
153\r
154<imageobject>\r
bbb102fa 155<imagedata fileref="media/load-bibs-vandelay-temp-2.png" scalefit="0"></imagedata>\r
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156</imageobject>\r
157</mediaobject></para>\r
158</informalfigure>\r
31063226 159</step>\r
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160\r
161<step>\r
162<para>As these records will not be merged on import with existing records cataloguers must merge the records into the full bibliographic records when the items\r
163arrive.</para>\r
164</step>\r
165\r
31063226 166</procedure>\r
a6103e12 167</simplesect>\r
31063226 168</section>\r
ed232bd3 169\r
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170\r
171\r
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172<section xml:id="load-bib-vandelay">\r
173<title>How to Load Bibliographic Records and Items into the Catalogue</title>\r
174\r
f44ffd11 175<caution><para>Staff must use the <link linkend="load-bib-vandelay-temp">TEMPORARY - How to Load Bibliographic Records and Items into the Catalogue</link> instructions\r
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176as Sitka is currently working to resolve a Vandelay bug.</para></caution>\r
177\r
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178<para>All bibliographic records add to the catalogue through acquisitions are loaded through the vandelay interface.</para>\r
179<para>Vandelay identifies exisiting records that match the new records and allow staff to merge the new record into the existing record rather than creating a \r
180duplicate record.</para>\r
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181\r
182<simplesect xml:id="vandelay-interface-load">\r
183<title>Loading Records Using the Vandelay Interface</title>\r
184\r
185<procedure>\r
186<step>\r
187<informalfigure>\r
188<para>The <guilabel>Vandelay Interface</guilabel> will display.</para>\r
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189<para><mediaobject>\r
190<alt>screenshot of Vandelay Interface</alt>\r
191\r
192<imageobject>\r
193<imagedata fileref="media/load-bibs-vandelay-1.png" scalefit="0"></imagedata>\r
194</imageobject>\r
195</mediaobject></para>\r
196</informalfigure>\r
2872deea 197</step>\r
ed232bd3 198\r
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199<step>\r
200<para>Create a new <guilabel>Upload Queue</guilabel> or use the drop down menu to add to an <guilabel>Exisiting Queue</guilabel>.</para>\r
201<caution><para>Do not use "/" or "\" (slash or backslash) in import queue name.</para></caution>\r
202</step>\r
ed232bd3 203\r
2872deea 204<step>\r
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205<para>Select <guilabel>SitkaMatch</guilabel> from the <guilabel>Record Match Set</guilabel> drop down menu.</para>\r
206<para>The <guilabel>Record Match Set</guilabel> determines what fields will be matched on. The <guilabel>SitkaMatch</guilabel> match set looks for matches on the \r
207901c field, the 020a (ISBN), and 022a (ISSN), and the 010a (Library of Congress Control Number), and the 035a (System Control Number).</para>\r
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208<caution><para>The matching fields are based on the parameters set in 2.0 and are subject to change as this function is still being tested and set up.</para></caution>\r
209</step>\r
ed232bd3 210\r
2872deea 211<step>\r
cf60f3a9 212<para>Select <guilabel>Match-Only Merge</guilabel> from the <guilabel>Merge Profile</guilabel> drop down menu.</para>\r
4637a673 213</step>\r
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214\r
215<step>\r
ed232bd3 216<para>Select <guilabel>oclc</guilabel> from the <guilabel>Record Source</guilabel> drop down menu.</para>\r
2872deea 217</step>\r
ed232bd3 218\r
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219<step>\r
220<para>Check the box for <guilabel>Import Non-Matching Records</guilabel>. This will import any records that do not have matches in the catalogue.</para>\r
221<tip><para>You may want to do a test load first. To do a test load, do not select Import Non-Matching Records. Instead, leave unchecked, and the system \r
222will provide a overview of the records that did find a match. Then, you can check them first before deciding to automatically import non-matching records. \r
223This is best practice if you are new to batch loading, or if you are working with a file from a new vendor.</para></tip>\r
224</step>\r
225\r
226<step>\r
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227<para>Check the box for <guilabel>Merge on Best Match</guilabel>.</para>\r
228</step>\r
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229\r
230<step>\r
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231<informalfigure>\r
232<para>Click <guibutton>Submit</guibutton>.</para>\r
233<para><mediaobject>\r
234<alt>screenshot of Vandelay Interface</alt>\r
235\r
236<imageobject>\r
237<imagedata fileref="media/load-bibs-vandelay-2.png" scalefit="0"></imagedata>\r
238</imageobject>\r
239</mediaobject></para>\r
240</informalfigure>\r
241</step>\r
f7e21257 242\r
2872deea 243</procedure>\r
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244</simplesect>\r
245\r
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246<simplesect xml:id="vandelay-interface-merge">\r
247<title>Merging Records Using the Vandelay Interface</title>\r
248\r
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249<procedure>\r
250<step>\r
251<para>Click <guilabel>View Import Queue</guilabel>.</para>\r
252</step>\r
253\r
254<step>\r
2e3f3bd1 255<informalfigure>\r
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256<para>The table will tell you what records have been automatically imported (if you selected <guilabel>Import Non-Matching Records</guilabel>) and what records have \r
257found a match in the database and were not automatically imported.</para>\r
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258<para><mediaobject>\r
259<alt>screenshot of Vandelay Interface</alt>\r
260\r
261<imageobject>\r
262<imagedata fileref="media/load-bibs-vandelay-3.png" scalefit="0"></imagedata>\r
263</imageobject>\r
264</mediaobject></para>\r
265</informalfigure>\r
266\r
267<informalfigure>\r
268<para>A view of the records that matched.</para>\r
269<para><mediaobject>\r
270<alt>screenshot of Vandelay Interface</alt>\r
271\r
272<imageobject>\r
273<imagedata fileref="media/load-bibs-vandelay-4.png" scalefit="0"></imagedata>\r
274</imageobject>\r
275</mediaobject></para>\r
276</informalfigure>\r
277\r
278<informalfigure>\r
279<para>For any of the records in the table, you can can choose to <guilabel>View MARC</guilabel> and then edit the incoming MARC record. Click on \r
280<guilabel>View MARC</guilabel>, and the record is loaded in view mode. Click <guilabel>Edit</guilabel> to load the record in the MARC Editor. Once done the \r
281editing, click <guilabel>Save Changes</guilabel> in the pop-up window. Click <guilabel>Return</guilabel> to go back to the Record Queue screen.</para>\r
282<para><mediaobject>\r
283<alt>screenshot of Vandelay Interface</alt>\r
284\r
285<imageobject>\r
286<imagedata fileref="media/load-bibs-vandelay-5.png" scalefit="0"></imagedata>\r
287</imageobject>\r
288</mediaobject></para>\r
289</informalfigure>\r
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290</step>\r
291\r
292<step>\r
293<para>On the <guilabel>Record Queue</guilabel> screen, you may click <guilabel>Matches</guilabel> to view the conflicting Evergreen records. To view the \r
294existing full MARC record, click <guilabel>View MARC</guilabel>. The MARC record will be displayed in view mode. Click <guilabel>Return</guilabel> once done.</para>\r
295\r
296<para>Upon inspection, if the matched record is a true match but a brief record , you may mark the matched MARC record as an overlay target by selecting the\r
297 checkbox in front of the record in the <guilabel>Overlay Target</guilabel> column. Click <guilabel>Back to Import Queue</guilabel> once done.</para>\r
298\r
299<para>If the matched record is not an actual match, then edit the incoming record so that it no longer matches (this is usually the 901c or other control number\r
300 that is the cause.) After you've saved the change, this record will no longer be a match, and you can import it as a non-matching record.</para>\r
301\r
2e3f3bd1 302<informalfigure>\r
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303<para>If the matched record in Evergreen is a true match but a full record, Sitka policy requires you to use the existing record instead of importing another\r
304 one. Do not select the checkbox in this scenario.</para>\r
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305<para><mediaobject>\r
306<alt>screenshot of Vandelay Interface</alt>\r
307\r
308<imageobject>\r
309<imagedata fileref="media/load-bibs-vandelay-6.png" scalefit="0"></imagedata>\r
310</imageobject>\r
311</mediaobject></para>\r
312</informalfigure>\r
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313</step>\r
314\r
315<step>\r
316<para>The record is shown as selected once you are back at the <guilabel>Record Queue</guilabel> screen.</para>\r
317</step>\r
318\r
319<step>\r
2e3f3bd1 320<informalfigure>\r
2872deea 321<para>Once done the list, click <guilabel>Import Selected Records</guilabel>.</para>\r
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322<para><mediaobject>\r
323<alt>screenshot of Vandelay Interface</alt>\r
324\r
325<imageobject>\r
a6103e12 326<imagedata fileref="media/load-bibs-vandelay-7.png" scalefit="0"></imagedata>\r
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327</imageobject>\r
328</mediaobject></para>\r
329</informalfigure>\r
2872deea 330</step>\r
ed232bd3 331\r
2872deea 332<step>\r
2e3f3bd1 333<informalfigure>\r
2872deea 334<para>You are prompted to select import options.</para>\r
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335<para><mediaobject>\r
336<alt>screenshot of Vandelay Interface</alt>\r
337\r
338<imageobject>\r
339<imagedata fileref="media/load-bibs-vandelay-8.png" scalefit="0"></imagedata>\r
340</imageobject>\r
341</mediaobject></para>\r
342</informalfigure>\r
343\r
2872deea 344<itemizedlist>\r
ed232bd3 345<listitem>\r
2872deea 346<para>Select <guilabel>Sitka</guilabel> from the <guilabel>Merge Profile</guilabel> drop down menu.</para>\r
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347</listitem>\r
348<listitem>\r
2872deea 349<para>If you started with a test run, choose <guilabel>Import Non-Matching Records</guilabel>, to import records that do not have a match in the Sitka database.</para>\r
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350</listitem>\r
351<listitem>\r
2872deea 352<para>Choose <guilabel>Merge on Exact Match (901c)</guilabel> or <guilabel>Merge on Single Match</guilabel>.</para>\r
ed232bd3 353</listitem>\r
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354</itemizedlist>\r
355</step>\r
ed232bd3 356\r
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357<step>\r
358<para>Click <guibutton>Import</guibutton>.</para>\r
359</step>\r
360</procedure>\r
ed232bd3 361\r
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362<note><para>For the moment do not use <guilabel>Import On Best Match</guilabel> or any of the quality settings. Sitka Support is still testing these functions.</para>\r
363</note>\r
ed232bd3 364\r
2872deea 365</simplesect>\r
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366\r
367</section>\r
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368\r
369\r
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370 \r
371</chapter>\r