[Wactclc-alma] creating POLs in bulk for eBook portfolios

[Heather Jean Uhl]

Hi, Kirsti.

Thanks for the ideas.  I'd love to read more about creating POLs from a
spreadsheet and creating templates in MARCEdit.

Much appreciated.

Heather Jean Uhl, Faculty Librarian (pronouns: she / her)
Acquisitions & Cataloging Department Supervisor
Everett Community College - Library Media Center
huhl at everettcc.edu | (425)388-9139

Library Liaison for English, Journalism, Communications, Theater
Japanese Culture Club Adviser
Instructor ART228D The World of Anime & Manga


On Thu, Apr 23, 2020 at 11:38 AM Thomas, Kirsti <
Kirsti.Thomas at seattlecolleges.edu> wrote:

> Amy,
>
>
>
> I was initially thinking that what you want to do wouldn't be possible
> because of the CZ records piece, but talking to Wade this morning jogged my
> memory and now I think it might be.
>
>
>
> First, it's possible to turn order data from a spreadsheet into POLs in
> Alma through an import profile.  You have to import the spreadsheet into
> MARCEdit, using a template that maps the Excel columns to specific MARC
> fields and subfields. You can then save the MARC records from MARCEdit and
> import them into Alma using an import profile for New Orders.
>
>
>
> With import profiles, there's an option to allow incoming records to match
> against CZ records or to block incoming records from ever matching against
> a CZ record.  We use a global setting in one of the Alma config table to
> never ever allow an incoming record to match a CZ record.  If you have this
> Alma config setting set to allow for matching with CZ records, then you get
> a check box in all your import profiles allowing you to decide
> profile-by-profile whether you want to allow incoming records to match
> against CZ records or not.
>
>
>
> If you used this option, you would want to look at the CZ bib records to
> see if they had some kind of EBSCO ID number in an 035 field. You would
> want the that EBSCO ID number to also be in your file of incoming records.
> You could then set your import profile to allow matching CZ records based
> on the EBSCO ID number in the 035 (Other System) field *and* set the import
> profile to keep the existing record instead of the incoming record. ISBN
> matching might work too, but that gives you a pretty high risk of a bad
> match.
>
>
>
> If you're doing this regularly from here on out, the process would save
> you time and effort. If you're just doing a one-time order on a limited
> number of titles, then the testing you'd have to do in the Sandbox to get
> the import profile working might not be worth it.
>
>
>
> If you want to pursue it, I have some documentation about creating POLs
> from a spreadsheet that I can share. I can also share info about creating
> templates in MARCEdit.
>
>
>
>
>
> It will be ok!
>
>
>
> Kirsti S. Thomas
>
> Library Technical Service Manager
>
> Seattle Colleges
>
> kirsti.thomas at seattlecolleges.edu
>
>
>
>
>
>
>
> *From:* Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> *On Behalf Of *Herman,
> Amy
> *Sent:* Wednesday, April 22, 2020 12:26
> *To:* WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
> *Subject:* [Wactclc-alma] creating POLs in bulk for eBook portfolios
>
>
>
> Hello all!  Until now we’ve just purchased fairly small numbers of ebook
> monographs from Ebsco eBooks.  In those cases I search for the electronic
> portfolio in the CZ, find the correct electronic portfolio in the correct
> electronic collection, “Order” it in Alma (including entering a price and
> fund) to create a POL, the POLs get packaged into a PO, I activate the
> portfolios in Primo, etc.
>
>
>
> We are now ordering much larger numbers of eBooks.  Is there a way to do
> this POL creation process in bulk, rather than one at a time, if we have a
> list of ISBNs?  And set up so that the process would only choose the
> portfolio from the Ebsco Ebooks collection, from the available collection
> choices in the CZ?  And assign the correct prices and fund for the POL?
> I’m thinking that’s a little ambitious but before I start on the next large
> ebook order, wanted to make sure I’m not missing something.
>
>
>
> Thanks,
>
>
>
> *Amy Herman*
>
> Library Faculty | Olympic College
>
> 1600 Chester Avenue | Bremerton, WA 98337
>
> aherman at olympic.edu
>
>
>
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