adding section for Auto-Overlay In Process Acquisitions Copies
authorChristine Burns <christine.burns@bc.libraries.coop>
Thu, 26 Jun 2014 17:32:52 +0000 (10:32 -0700)
committerChristine Burns <christine.burns@bc.libraries.coop>
Thu, 26 Jun 2014 17:32:52 +0000 (10:32 -0700)
Signed-off-by: Christine Burns <christine.burns@bc.libraries.coop>
acq/acq-load-bib.xml
acq/media/Thumbs.db
acq/media/catupload1.png [new file with mode: 0644]

index 812ea0f..56fa53f 100644 (file)
@@ -407,7 +407,7 @@ existing full MARC record, click <guilabel>View MARC</guilabel>. The MARC record
 </section>\r
 \r
    <section xml:id="copy_overlay">\r
-      <title>Acquisitions In Process Copy Overlay</title>\r
+      <title>Auto-Overlay In Process Acquisitions Copies</title>\r
       \r
       <para>A new feature in Evergreen 2.6 improves the acquisitions copy overlay code by adding broader matching criteria. This feature should be used when loading catalogue records to overlay existing brief records. Selecting the new option <guilabel>Auto Overlay In-process Acquisitions Copies,</guilabel> the system will potentially overlay copies which: </para>\r
       <itemizedlist>\r
@@ -420,20 +420,36 @@ existing full MARC record, click <guilabel>View MARC</guilabel>. The MARC record
          <informalfigure><para><mediaobject>\r
             <alt>screenshot of Catalogue Menu</alt>\r
                         <imageobject>\r
-               <imagedata fileref="media/catmenu" scalefit="0"></imagedata>\r
+               <imagedata fileref="media/catmenu.png" scalefit="0"></imagedata>\r
             </imageobject>\r
          </mediaobject></para>\r
          </informalfigure>\r
       </step>\r
-         <step><para>The <guilabel>MARC File Upload</guilabel> screen will open. For more details about this interface please see  <guilabel>MARC Batch Import/Export </guilabel></para>\r
+         <step><para>The <guilabel>MARC File Upload</guilabel> screen will open. For more details about this interface please see <link linkend="MARC-batch-import">Importing and Merging MARC records in Batch</link></para>\r
             <informalfigure><para><mediaobject>\r
-               <alt>screenshot of Catalogue Menu</alt>\r
+               <alt>screenshot of MARC File Upload</alt>\r
                <imageobject>\r
-                  <imagedata fileref="media/catupload" scalefit="0"></imagedata>\r
+                  <imagedata fileref="media/catupload.png" scalefit="0"></imagedata>\r
                </imageobject>\r
             </mediaobject></para>\r
             </informalfigure>\r
          </step>\r
+         <step><para>You may create a new queue for the file you are to upload or use an existing queue. To create a new queue, type in a name for your file in the box beside <guilabel>Create a New Upload Queue.</guilabel> To use an existing queue, choose a queue from the dropdown list beside <guilabel>Add to an Existing Queue.</guilabel></para></step>\r
+         <step><para>Leave <guilabel>SitkaMatch</guilabel> in the <guilabel>Record Match Set</guilabel> box.</para></step>   \r
+         <step><para>Select a <guilabel>Record Source</guilabel> from the dropdown. The default is OCLC, but choose the one that best matches your file.</para></step>\r
+         <step><para>Select a <guilabel>Merge Profile</guilabel> choose <guilabel>Merge Using INCOMING Record</guilabel> from the dropdown menu.</para></step>\r
+         <step><para>Check <guilabel>Import Non-Matching Records</guilabel> box.</para></step>\r
+         <step><para>Check <guilabel>Auto-Overlay In-Process Acquisitions Copies</guilabel> box.</para></step>\r
+         <step><para>Click <guilabel>Browse...</guilabel> to choose the source MARC file on your computer, then click <guilabel>Upload.</guilabel></para>\r
+         <informalfigure><para><mediaobject>\r
+               <alt>screenshot of MARC File Upload</alt>\r
+               <imageobject>\r
+                  <imagedata fileref="media/catupload1.png" scalefit="0"></imagedata>\r
+               </imageobject>\r
+            </mediaobject></para>\r
+            </informalfigure>\r
+         </step>\r
+         <step><para>Depending on the size of the file, it may take a while for the uploading to finish. Once it is finished, records will be displayed in <guilabel>Inspect Queue</guilabel> view. The <guilabel>Queue Summary</guilabel>shows the total number of MARC records in the queue, and items contained in these records, if any, how many items have been imported, and how many of them encountered an error when Evergreen attempted to import them.</para></step>\r
       </procedure>\r
    </section>\r
     \r
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