Chapter 18. Use Cases for MARC Order Upload form

You can add items to a selection list or purchase order and ignore the record matching options, or you can use both acquisitions and cataloging functions. In these examples, you will use both functions.

Example 1 Using the Acquisitions MARC Batch Load interface, upload MARC records to a selection list and import queue, and match queued records with existing catalog records.

In this example, an acquisitions librarian has received a batch of MARC records from a vendor. She will add the records to a selection list and a Vandelay record queue.

A cataloger will later view the queue, edit the records, and import them into the catalog.

  1. Click Acquisitions → Load MARC Order Records
  2. Add MARC order records to a Selection list and/or a Purchase Order. Check the box to create a purchase order if desired.
  3. Select a Provider from the drop-down menu, or begin typing the code for the provider, and the field will auto-fill.
  4. Select a Context Org Unit from the drop down-menu, or begin typing the code for the context org unit, and the field will auto-fill.
  5. Select a Selection List from the drop down menu, or begin typing the name of the selection list. You can create a new list, or the field will auto-fill.
  6. Create a new record import queue, or upload the records to an existing queue.
  7. Select a Record Match Set.
  8. Browse your computer to find the MARC file, and click Upload.

    Vandelay_Integration_into_Acquisitions1
  9. The processed items appear at the bottom of the screen.

    Vandelay_Integration_into_Acquisitions2
  10. You can click the link(s) to access the selection list or the import queue. Click the link to View Selection List.
  11. Look at the first line item. The line item has not yet been linked to the catalog, but it is linked to a record import queue. Click the link to the queue to examine the MARC record.

    Vandelay_Integration_into_Acquisitions3
  12. The batch import interface opens in a new tab. The bibliographic records appear in the queue. Records that have matches are identified in the queue. You can edit these records and/or import them into the catalog, completing the process.
Vandelay_Integration_into_Acquisitions4

Example 2: Using the Acquisitions MARC Batch Load interface, upload MARC records to a selection list, and use the Vandelay options to import the records directly into the catalog. The Vandelay options will enable you to match incoming records with existing catalog records.

In this example, a librarian will add MARC records to a selection list, create criteria for matching incoming and existing records, and import the matching and non-matching records into the catalog.

  1. Click AcquisitionsLoad MARC Order Records
  2. Add MARC order records to a Selection list and/or a Purchase Order. Check the box to create a purchase order if desired.
  3. Select a Provider from the drop down menu, or begin typing the code for the provider, and the field will auto-fill.
  4. Select a Context Org Unit from the drop down menu, or begin typing the code for the context org unit, and the field will auto-fill.
  5. Select a Selection List from the drop down menu, or begin typing the name of the selection list. You can create a new list, or the field will auto-fill.
  6. Create a new record import queue, or upload the records to an existing queue.
  7. Select a Record Match Set.
  8. Select Merge ProfileMatch-Only Merge.
  9. Check the boxes adjacent to Import Non-Matching Records and Merge on Best Match.
  10. Browse your computer to find the MARC file, and click Upload.

    Vandelay_Integration_into_Acquisitions5
  11. Click the link to View Selection List Line items that do not match existing catalog records on title and ISBN contain the link, link to catalog. This link indicates that you could link the line item to a catalog record, but currently, no match exists between the line item and catalog records. Line items that do have matching records in the catalog contain the link, catalog.

    Vandelay_Integration_into_Acquisitions6
  12. Click the catalog link to view the line item in the catalog.

Permissions to use this Feature

IMPORT_MARC - Using batch importer to create new bib records requires the IMPORT_MARC permission (same as open-ils.cat.biblio.record.xml.import). If the permission fails, the queued record will fail import and be stamped with a new "import.record.perm_failure" import error

IMPORT_ACQ_LINEITEM_BIB_RECORD_UPLOAD - This allows interfaces leveraging the batch importer, such as Acquisitions, to create a higher barrier to entry. This permission prevents users from creating new bib records directly from the ACQ vendor MARC file upload interface.