Link to main manual added to Load Bib 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
34<para>Click <menuchoice><guimenu>Acquisitions</guimenu><guimenuitem>Load MARC Order Records</guimenuitem></menuchoice> and check the box adjacent \r
35to <guilabel>Load Bibs and Items into the ILS</guilabel>.</para>\r
36<para><mediaobject>\r
37<alt>screenshot of invoicing</alt>\r
38\r
39<imageobject>\r
40<imagedata fileref="media/load-bibs-1.png" scalefit="0"></imagedata>\r
41</imageobject>\r
42</mediaobject></para>\r
43</informalfigure>\r
44</step>\r
45\r
46<step>\r
47<informalfigure>\r
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48<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
49or the view/place order screen.</para>\r
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50<para>From the selection list, select \r
51<menuchoice><guimenu>Actions</guimenu><guimenuitem>Create Purchase Order</guimenuitem></menuchoice>. Check the box adjacent to \r
52<guilabel>Import Bibs and Create Copies</guilabel> to import the records into the catalogue.</para>\r
53<para><mediaobject>\r
54<alt>screenshot of invoicing</alt>\r
55\r
56<imageobject>\r
57<imagedata fileref="media/load-bibs-2.png" scalefit="0"></imagedata>\r
58</imageobject>\r
59</mediaobject></para>\r
60</informalfigure>\r
61</step>\r
62\r
63<step>\r
64<informalfigure>\r
e3245b4a 65<para>You can import bib records and items into the catalogue from a purchase order by clicking \r
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66<menuchoice><guimenu>Actions</guimenu><guimenuitem>Load Bibs and Items</guimenuitem></menuchoice>.</para>\r
67<para><mediaobject>\r
68<alt>screenshot of invoicing</alt>\r
69\r
70<imageobject>\r
71<imagedata fileref="media/load-bibs-3.png" scalefit="0"></imagedata>\r
72</imageobject>\r
73</mediaobject></para>\r
74</informalfigure>\r
75</step>\r
76\r
77<step>\r
78<informalfigure>\r
79<para>If you have not previously loaded the bib records and items into the catalogue, Evergreen will automatically import the bib \r
80records and items into the catalogue when the purchase order is activated.</para>\r
81<para><mediaobject>\r
82<alt>screenshot of invoicing</alt>\r
83\r
84<imageobject>\r
85<imagedata fileref="media/activate-purchaseorder-4-2.png" scalefit="0"></imagedata>\r
86</imageobject>\r
87</mediaobject></para>\r
88</informalfigure>\r
89</step>\r
90</procedure>\r
91</section>\r
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92\r
93<section xml:id="load-bib-vandelay">\r
94<title>How to Load Bibliographic Records and Items into the Catalogue</title>\r
95\r
96<informalfigure>\r
97<para>All bibliographic records add to the catalogue through acquisitions are loaded through the vandelay interface.</para>\r
98<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
99duplicate record.</para>\r
100<para><mediaobject>\r
101<alt>screenshot of Vandelay Interface</alt>\r
102\r
103<imageobject>\r
104<imagedata fileref="media/load-bibs-vandelay-1.png" scalefit="0"></imagedata>\r
105</imageobject>\r
106</mediaobject></para>\r
107</informalfigure>\r
108\r
109<para><link linkend="minimum-loading">Minimum Required for Loading Bibliographic Records</link></para>\r
110<para><link linkend="load-vandelay-merge-options">Merging Options</link></para>\r
111<para><link linkend="load-vandelay-record-set">Record Match Sets</link></para>\r
112<para><link linkend="load-vandelay-quality">Record Quality</link></para>\r
113\r
114<simplesect xml:id="minimum-loading">\r
115<title>Minimum Required for Loading Bibliograhic Records</title>\r
116\r
117<para>For bibliographic records to load into the catalogue the following information is required in the Vandelay interface:</para>\r
118<itemizedlist>\r
119<listitem>\r
120<para>Create a new <guilabel>Upload Queue</guilabel>.</para>\r
121</listitem>\r
122<listitem>\r
123<para>Select <guilabel>Acquisitions</guilabel> from the <guilabel>Merge Profile</guilabel> drop down menu.</para>\r
124</listitem>\r
125<listitem>\r
126<para>Select <guilabel>oclc</guilabel> from the <guilabel>Record Source</guilabel> drop down menu.</para>\r
127</listitem>\r
128</itemizedlist>\r
129\r
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130<para>For more information see <link linkend="cat-batch-import-export">MARC Batch Import/Export</link> for further instructions.</para>\r
131\r
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132</simplesect>\r
133\r
134<simplesect xml:id="load-vandelay-merge-options">\r
135<title>Merging Options</title>\r
136\r
137<para>Three options for merging are available:</para>\r
138<orderedlist>\r
139<listitem>\r
140<formalpara>\r
141<title>Merge on Exact Match (901c)</title>\r
142<para>Information goes here</para>\r
143</formalpara>\r
144</listitem>\r
145<listitem>\r
146<formalpara>\r
147<title>Merge on Single Match</title>\r
148<para>Information goes here</para>\r
149</formalpara>\r
150</listitem>\r
151<listitem>\r
152<formalpara>\r
153<title>Merge on Best Match</title>\r
154<para>information goes here</para>\r
155</formalpara>\r
156</listitem>\r
157</orderedlist>\r
158</simplesect>\r
159\r
160<simplesect xml:id="load-vandelay-record-set">\r
161<title>Record Match Sets</title>\r
162</simplesect>\r
163\r
164<simplesect xml:id="load-vandelay-quality">\r
165<title>Record Quality</title>\r
166</simplesect>\r
167\r
168\r
169</section>\r
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170 \r
171</chapter>\r