Tools

Know catalog modifications.

 

 

  • Get there: More > Tools > Catalog > Staged MARC Record Management

Once you have staged your records for import you can complete the import using this tool.

managestaged

  • From the list of staged records, click on the file name that you want to finish importing

    • You will note that records that have already been imported will say so under 'Status'

  • A summary of your import will appear along with the option to change your matching rules

    managestagedrecords

  • Below the summary is the option to import the batch of bib records using a specific framework

    importframework

    • Choosing a framework other than 'Default' isn't necessary, but it's helpful for running reports and having the right bib level item type selected on import.

  • Below the framework selection there will be a list of the records that will be imported

    stagedrecords

      • Review your summary before completing your import to make sure that your matching rule worked and that the records appear as you expect them to

    • Matches will appear with info under the 'Match details column'

      matchfound

      and when clicking the 'View' link under 'Diff' you can see the difference between versions.

      stagediff

  • Click 'Import into catalog' to complete the import

    importedrecords

  • Once your import is complete a link to the new bib records will appear to the right of each title that was imported

  • You can also undo your import by clicking the 'Undo import into catalog' button

Records imported using this tool remain in the 'reservoir' until they are cleaned. These items will appear when searching the catalog from the Cataloging tool:

reservoirresults

To clean items out of the 'reservoir':

  • Visit the main screen of the Manage Staged MARC Records tool

    managestaged

  • To clean a batch, click the 'Clean' button to the right

  • You will be presented with a confirmation message

    cleanbatch

    • Accept the deletion and the records will be removed from the reservoir and the status will be changed to 'cleaned'

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