[Wactclc-alma] Creating titles and POLs simultaneously via an import profile, and doing so with an Excel Spreadsheet

[Guidry, Wade]

As I mentioned on this morning's call, I'm starting a thread in response to Paula's pursuit of POL creation via an import profile.

You can add PO Line information as you load records, by using and mapping MARC fields and subfields to POL fields.<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/020Managing_Import_Profiles#Creating.2FEditing_an_Import_Profile:_PO_Line_Information>

Here is a screenshot of the PO Line Information tab from an import profile used by Seattle Colleges<https://drive.google.com/file/d/1aVfdosIw7TUBlLd3xTrHTLp_DAqxvgQJ/view?usp=sharing> to create POLs for titles ordered from Amazon.

In addition, to make record setup easier, you can enter MARC field data in a spreadsheet instead, and load records from that source<https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/060Record_Import/Importing_Records_with_CSV_or_Excel_Files>. As we discussed, creating the data in spreadsheet, rather than formal MARC record, form might make data entry easier and faster.

The tricky part here might be the 008 field. But you can enable a configuration setting, as described in the doc above, to automatically have the 008 field created upon import.

Please reply to the list with any comments, thoughts or questions re: this discussion.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org



-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ctc.edu/pipermail/wactclc-alma_lists.ctc.edu/attachments/20200915/edf9dd17/attachment.html>