[Wactclc-alma] Embedded order data in Excel upload

[Paula Laine]

I have attached my notes for the import file and the Excel file I used on my test EOD import.
I'll also attach the Excel worksheet. I am happy to try and answer any questions, but I am still figuring this out! 😁

Paula Laine
Bellevue College
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From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> on behalf of Guidry, Wade <WadeG at bigbend.edu>
Sent: Thursday, October 15, 2020 8:49 AM
To: 'WACTCLC Alma Discussion' <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-alma] Embedded order data in Excel upload


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That’s awesome, Paula.



I assume this is the import profile you’re using for this workflow?



“Gobi new order EXCEL”



If you don’t mind, would you email me a copy of the .xlsx test file?





Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

http://www.wactclc.org<https://nam02.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wactclc.org%2F&data=02%7C01%7Cplaine%40bellevuecollege.edu%7C84e8c0f4cec74df32c8008d871220649%7Cf94c251c1347422eb3ea8ac56befd6cb%7C0%7C0%7C637383738234461417&sdata=yjtOLszhiQj2q55z3Ez1jlMEqehfE9Sx22LmzwwYx5k%3D&reserved=0>

509.760.4474



Pronouns: he/him/his





From: Wactclc-alma <wactclc-alma-bounces at lists.ctc.edu> On Behalf Of Paula Laine
Sent: Wednesday, October 14, 2020 5:09 PM
To: wactclc-alma (wactclc-alma at lists.ctc.edu) <wactclc-alma at lists.ctc.edu>
Subject: [Wactclc-alma] Embedded order data in Excel upload



I've been working on this for a while now, and thanks to the excellent examples and suggestions I have been provided with, I believe I have done it!



There is still plenty of tweaking to do, but the bones are done.



I did a one title fake bib test upload, and on the second try, the bib came through with the order data! It packaged itself with my preferred PO number and assigned PO lines automatically.



more later,



Paula @ Bellevue



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