[Wactclc-alma] Seattle Colleges notes on our Alma Import Profile for gift books
Thomas, Kirsti
Kirsti.Thomas at seattlecolleges.edu
Wed Aug 7 17:23:28 PDT 2019
I say try it in the Alma Sandbox and see what you get!
Kirsti S. Thomas
Library Technical Services Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>
206-934-4106
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Wednesday, 7 August, 2019 14:22
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Seattle Colleges notes on our Alma Import Profile for gift books
CAUTION: This email originated outside of the Seattle Colleges’ email system. Do not click links or open attachments unless you recognize the sender and know the content is safe. Questions? Contact IT Services at x6333 (Central), x3630 (North), x5844 (South) or email ITHelp at seattlecolleges.edu<mailto:ITHelp at seattlecolleges.edu>.
Question: Cat Express in Connexion does allow for adding local information like barcode, shelving location, etc. in an 852 field. Could I modify the import profile to allow for creation of an item record using the 852 instead of the 949?
Elena
Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624
From: Elena Bianco
Sent: Wednesday, August 7, 2019 1:24 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: RE: Seattle Colleges notes on our Alma Import Profile for gift books
Thanks, Kirsti. I did that. However, turns out that our staff uses Catalog Express in Connexion and I don’t see a way to apply constant data templates there, unfortunately.
Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Tuesday, August 6, 2019 3:05 PM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Seattle Colleges notes on our Alma Import Profile for gift books
I checked with my cataloger. We don't have a Constant Data template or macro. I never got around to creating one after our Alma-Primo migration.
If I did make a Constant Data template, I'd base it on this line in my OneNote page on Gift imports:
949 bb LIBRARY-CODE ǂl LOCATION-CODE ǂb BARCODE ǂy DESCRIPTION ǂq enumA ǂr enumB ǂs enumC ǂu chronI ǂv chronJ ǂx chronK ǂf FULFILLMENT NOTE ǂp PUBLIC NOTE
Maybe do a few Constant Data templates with the library and location codes pre-filled for the locations that you put the most gifts into?
Kirsti
From: Wactclc-alma [mailto:wactclc-alma-bounces at lists.ctc.edu] On Behalf Of Elena Bianco
Sent: Tuesday, 6 August, 2019 11:20
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: Re: [Wactclc-alma] Seattle Colleges notes on our Alma Import Profile for gift books
CAUTION: This email originated outside of the Seattle Colleges’ email system. Do not click links or open attachments unless you recognize the sender and know the content is safe. Questions? Contact IT Services at x6333 (Central), x3630 (North), x5844 (South) or email ITHelp at seattlecolleges.edu<mailto:ITHelp at seattlecolleges.edu>.
Thanks, Kirsti:
Can you also share the Macro for Connextion – or was it a Constant Data template?
Thanks,
Elena
Elena Bianco, Systems & Technical Services Librarian
Skagit Valley College
2405 E. College Way
Mount Vernon, WA 98273
(360)416-7624
From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu<mailto:wactclc-alma-bounces at lists.ctc.edu>> On Behalf Of Thomas, Kirsti
Sent: Tuesday, August 6, 2019 11:09 AM
To: WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Subject: [Wactclc-alma] Seattle Colleges notes on our Alma Import Profile for gift books
Let's see if this comes through...
Kirsti S. Thomas
Library Technical Service Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu<mailto:kirsti.thomas at seattlecolleges.edu>
Gift imports
Tuesday, March 27, 2018
13:27
We can add item information for gift books in Connexion so that item records and holdings are created via bulk import.
Import Profile is called Gift Books
The import profile will automatically assign the Material Type Book to all items. If you have something that's not a book, you'll need to update the Material Type in the item record after import.
The import profile can be used with gift books that already have a copy at the same location in Alma. If a holdings record currently exists for the same location, the existing holdings call number will stay the same and the item record will be added to the existing holdings record. Be aware that call number fields in the incoming bib record will overwrite call number fields in the original Alma bib record even though the call number in the holdings record won't change. You may need to update bib or holdings records after import in these cases.
For each item record, add a 949 field in Connexion:
949 Subfield
Use
a
Alma Library code*
b
Item barcode
f
Item fulfillment note
l
Alma Location code*
p
Item public note
q
Enumeration A
r
Enumeration B
s
Enumeration C
u
Chronology I
v
Chronology J
x
Chronology K
y
Item Description
Template:
949 bb LIBRARY-CODE ǂl LOCATION-CODE ǂb BARCODE ǂy DESCRIPTION ǂq enumA ǂr enumB ǂs enumC ǂu chronI ǂv chronJ ǂx chronK ǂf FULFILLMENT NOTE ǂp PUBLIC NOTE
(Note: We can create Constant Data templates in Connexion for Libraries/locations that we use a lot.)
Example:
949 bb SC-NORTH ǂl N-MAIN ǂb 1234567890 ǂq 1 ǂy v. 1 ǂf Guide in pocket
Here's how this looks in Connexion:
[OCLC Save File 651 650 740 740 949 949 946 029 75157335 Held by Z35 - 29 other holdings 1 Z35 holding in GLIMIR cluster; 29 other holdings in GLIMIR cluster of 1 o o 9 O 7 4 7 7 2 2 China Ming dynasty, 1368-1644. China. fast (OCoLC)fst01206073 Chinese language materials. 1368-1644*2 fast History fast •O (OCoLC)fstO 141162B Zhu Yuanzhang juan. SC-NORTH N-MAIN 30600005079463 1 v. 1 SC-NORTH N.MAN 30600005079471 2 v. 2 v. 1-2 ALJ@ 000048107642]
For a multi-volume set, you can create the 866 summary statement from a 946 field in the Connexion record. Indicators for the 866 field, and subfield 8 have to be added to the 866 in Alma after the import job runs.
946 Subfield
Use
Example
a
Textual holdings summary statement
v. 1-9
2015/2016-2017/2018
x
Nonpublic note
WITHDRAW PREVIOUS EDITION
CURRENT EDITION IN REF; PREVIOUS EDITIONS IN MAIN
z
Public note
Library copy lacks accompanying disc
Example:
946 bb ǂa v. 1-4
Remember that if there are multiple call numbers in the bib record, you need to move the call number you want Alma to use to be the first call number before you export from Connexion! (For more info see: Notes about call numbers (Web view))
If Alma doesn't recognize the library codes and location codes in the 949 fields, it will assign the library: Seattle Colleges Library Technical Services and the location: PROBLEM during import.
Do an Advanced Repository Search of Physical items with the current location: Library Technical Services - PROBLEM after import to find problems.
Items show as available immediately after import. Do one of the following:
Option 1.
If batch of books is ready to be sent to library, scan in items setting status to "Cataloging" and making sure the "Done" question is answered "Yes." This will change the status of the items to "In transit," so they will not be available for request. Box books for shipping.
Option 2.
If batch of books are not quite ready to be sent to library yet, scan in items setting status to "Cataloging" and making sure the "Done" question is answered "No." This will change the status of the items to "Manage Locally," and show their location at LTS. They will not be available for request. When books are ready to ship to library, follow instructions in Option 1 above.
****************************************************************************
Import profile details
[Profile Details Profile Details Profile name Profile description Originating system Import Protocol Physical source format Encoding format Source format Status Normalization & Validation Gift Books Match Profile Set Management Tags Inventory Information Mapping Import bib records with item information in 949 field ; exact match on OCLC 035 ; merge (overwrite all fields but local) ; create new record on no match WorldCat upload File's Binary UTF-8 MARC21 Bibliographic Inactive File name pattems Cross walk Target format No MARC21 Bibliographic]
[Gift Books Profile Type Profile Details Filter Repository Normalization & Validation Match Profile Set Management Tags Inventory Information o Mapping Filter out the data using Normalization Correct the data Remove 9XX fields using Validation Exception Profile Handle invalid data MarcXML Bib Import using]
[Gift Books Profile Type Profile Details Match Profile Repository Normalization & Validation Match Profile Set Management Tags Inventory Information o Mapping Match by Serial / Non Serial Serial match method Non Serial match method Match Actions Handling method upon match MERGE/OVERLAY unique OCLC Identifier Match Method unique OCLC Identifier Match Method Automatic Merge]
[MERGE/OVERLAY Merge method Select Action Do not override/ merge record with an older version Overlay all fields but local D Allow bibliographic record deletion Do not Override/merge a record with lower brief version Consider Originating System Automatic Multi-Match Handling e Disregard invalid/canceled system control number identifiers e Prefer record with the same inventory type (electronic/physical) e Skip and do not import unresolved records]
[Handle Record Redirection Canceled record field Canceled record Merge method Update holdings call number No Match Upon no match Canceled record subfield Delete Overlay all fields but local No Import]
[Gift Books Profile Type Profile Details Repository Normalization & Validation Match Profile Set Management Tags unconditionally Inventory Information o Mapping Set management tags for all the records imported using this profile Suppress record's from publish/delivery Synchronize with OCLC Synchronize with Libraries Australia Condition Dont publish Dont publish]
[Gift Books Profile Type Profile Details Repository Normalization & Validation Match Profile Set Management Tags Inventory Information o Mapping Inventory Operations Physical Mapping Material type Item information field Physical Book Mapping Policy Item policy Advanced GENERAL INFORMATION SUBFIELDS Barcode Default item policy b]
[PERMANENT LOCATION SUBFIELDS Library Location Map library/location Alternative call number type a No Default library Default location Alternative call number Default alternative call number type Default temporary library Default temporary location Temporary call number Default temporary call number type Default temporary item policy Seattle Colleges Library Technical Services PROBLEM TEMPORARY LOCATION SUBFIELDS Temporary library Temporary location Map temporary library/location Temporary call number type Temporary item policy No]
[ENUM/CHRON INFORMATION SUBFIELDS Year of issue Enumeration A Enumeration C Chronology I Chronology K Description NOTES SUBFIELDS Public note Internal note 1 Internal note 3 Statistics note 1 Statistics note 3 q s u x Enumeration B Chronology J Fulfillment note Internal note 2 Statistics note 2 v]
[Holdings Records Mapping Input Record Tag 1 946 Update holdings Yes call number Input Record Subfields a,x,z Holdings Record Tag Holdings Record Subfields]
[Gift Books Profile Type Profile Details Location Mapping Repository Normalization & Validation Match Profile Set Management Tags No records were found. Inventory Information o Mapping]
Created with Microsoft OneNote 2016.
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