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acq:btsetup

Setting Up MARC Downloads for Baker & Taylor

Prerequisites for setting up MARC Profile

  • You need to have access to this service; if you do not see Admin > MARC Profiles in your menu on TS360, contact your rep to get access.
  • If using branches in grids – You must have set up branch names already.
  • If using funds in grids – You must have set up fund names already.

Creating a MARC Profile

1. Sign in to TS360.

2. Go to Admin > MARC Profiles.

If you do not have this option available, check with your Baker & Taylor representative.

3. Click the grey Create new MARC Profile button.

4. Create a profile name and click the orange Save button to save your profile name. You will notice the green confirmation message at the top noting that your MARC profile has been created.

No Grids

These instructions are if you are not using grids on TS360, and you are only assigning a quantity in your carts.

If you are assigning branch names or fund codes in TS360, use the instructions for Gridded Profiles.

1. From within your new MARC Profile, click on the MARC Bibliographic Rules tab.

2. You'll notice that they already have one row created for you to fill in. Click in the drop down box and choose Add.

3. This opens up new fields for you to start entering information. When not using grids, the only two subfields you need are net price and quantity.

4. To enter for QUANTITY:

  • Change Grid field to TS360 Data
  • Change Branch to Order Quantity
  • In the Tag field, enter “962” and in the Subfield enter “q” (lowercase)

5. To enter for NET PRICE:

  • Click Add New Tag Rule to create a new row
  • On the new line, click Select and choose Add. This populates some default info just like before.
  • Change Grid Field to TS360 Data
  • Change Branch to Net Price
  • In the Tag field, enter “962” and in the Subfield enter “p” (lowercase)

6. Click the orange Save button to save your information.

Grids

Once you have created a name for your MARC profile, continue here. You will also need to have already populated your grid fields via Admin > Grid Codes.

If you are only downloading price and quantity, use the instructions for Non-Gridded Profiles.

1. Click the Primary Grid Tag Rules tab.

2. In the top portion of the page, enter 962 for the MARC Tag for Grid Distribution. Leave all the other fields blank/unchecked.

3. In the bottom half of the page, you will be mapping your grid fields to the subfields in Evergreen. Which ones you choose will depend on which fields you are currently using in your grids.

At a minimum, Net Price and Quantity are required.

To enter for QUANTITY:

  • Start on the first pre-populated row OR delete the row and click Add New Tag Rule to start fresh
  • Change Select in the first field to Add
  • Second column should be Grid Field
  • Third column should be Grid Qty
  • In the “to Subfield []” blank, enter “q” (lowercase)

To enter for NET PRICE:

  • Click Add New Tag Rule to create a new row
  • On the new line, click Select and choose Add. This populates some default info just like before.
  • Change Grid Field to TS360 Data
  • Change Branch to Net Price
  • In the “to Subfield []” blank, enter “p” (lowercase)

To enter for BRANCHES:

  • Click Add New Tag Rule to create a new row
  • On the new line, click Select and choose Add. This populates some default info.
  • The second column should say Grid Field.
  • Change the third column to Branch.
  • In the “to Subfield []” blank, enter “b” (lowercase)

To enter for FUNDS:

  • Click Add New Tag Rule to create a new row
  • On the new line, click Select and choose Add. This will populate some default info.
  • The second column should say Grid Field.
  • Change the third column to Fund.
  • In the “to Subfield []” blank, enter “f” (lowercase)

Click the orange Save button to save your work.

acq/btsetup.txt · Last modified: 2019/12/10 11:21 by tlittle