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Know catalog modifications.

  • Get there: More > Tools > Catalog > Stage MARC records for import

This tool can be used to import both bibliographic and authority records that are saved in MARC format. Importing records into Koha includes two steps. The first is to stage records for import.

    • First find the MARC file on your computer

      stagemarc-pt1

    • Next you will be presented with options for record matching and item imports

      stagemarc-pt2

      • Tell Koha which type of file this is, bibliographic or authority

        recordtype

      • Choose the character encoding

        encoding

      • Choose if you would like to use a MARC Modification Template to alter the data you're about to import

        templatechoice

      • Choose whether or not you want to look for matching records

        matches

        • You can set up record matching rules through the administration area

          matchrule

          • When using the ISBN matching rule Koha will find only exact matches. If you find that the ISBN match is not working to your satisfaction you can change the AggressiveMatchOnISBN preference to 'Do' and then run your import again.

      • Next choose what to do with matching records if they are found

      • Finally choose what to do with records that are unique

      • Next you can choose whether or not to import the item data found in the MARC records (if the file you're loading is a bibliographic file)

        checkitems

        • From here you can choose to always add items regardless of matching status, add them only if a matching bib was found, add items only if there was no matching bib record, replace items if a matching bib was found (The match will look at the itemnumbers and barcodes to match on for items. Itemnumbers take precendence over barcodes), or Ignore items and not add them.

  • Click 'Stage for import'

  • You will be presented with a confirmation of your MARC import

    stagemarc-results

  • To complete the process continue to the Manage Staged MARC Records Tool

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