acq:marcdownloads
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acq:vendorsettings [2019/04/11 19:10] – tlittle | acq:marcdownloads [2019/06/27 01:38] – tlittle | ||
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If you are importing MARC records from vendors, you will need to have your holdings subfields set up. Much of this work may be done by the PINES Acquisitions Specialist, but there are a few areas where you will need to set up this information. | If you are importing MARC records from vendors, you will need to have your holdings subfields set up. Much of this work may be done by the PINES Acquisitions Specialist, but there are a few areas where you will need to set up this information. | ||
- | ===== Grids Info ===== | ||
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- | <note important> | ||
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- | If you have existing branch codes in your vendor' | ||
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- | <fc # | ||
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- | **Fund Codes** | ||
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- | If you choose to assign fund codes in your vendor' | ||
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- | <fc # | ||
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- | Your existing PINES fund codes can be extracted in a report. It is located in **Reports-> | ||
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- | **Baker & Taylor**\\ | ||
- | Baker & Taylor offers a batch import option to import your fund codes en masse. Instructions are found here: [[https:// | ||
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- | < | ||
===== Baker & Taylor ===== | ===== Baker & Taylor ===== | ||
- | Baker & Taylor calls these " | + | 1. Open TS360. |
- | + | ||
- | **Pre-requisitites for using MARC Profiles: | + | |
- | * You must have set up a provider in Evergreen for __each__ of your active Baker & Taylor accounts | + | |
- | * 962 holdings information must be entered by PINES for each provider profile | + | |
- | * [If using branches in grids] You must have set up branch names already in **TS360 Admin > Grid Codes**. | + | |
- | * [If using funds in grids] You must have setup fund names in **TS360 Admin > Grid Codes**. | + | |
- | + | ||
- | <note warning> | + | |
- | + | ||
- | ==== Creating a MARC Profile ==== | + | |
- | + | ||
- | 1. Sign in to TS360. | + | |
- | + | ||
- | 2. Go to **Admin > MARC Profiles**. | + | |
- | + | ||
- | < | + | |
- | + | ||
- | 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 mess age 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. | + | |
- | + | ||
- | 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 " | + | |
- | + | ||
- | 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 " | + | |
- | + | ||
- | 6. Click the orange **Save** button to save your information. | + | |
- | + | ||
- | === Grids === | + | |
- | + | ||
- | Once you have created a name for your MARC profile, continue here. | + | |
- | + | ||
- | 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/ | + | |
- | + | ||
- | 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. | + | |
- | + | ||
- | <note important> | + | |
- | + | ||
- | ==== Downloading your cart ==== | + | |
- | + | ||
- | + | ||
- | ===== Ingram ===== | + | |
- | + | ||
- | ==== MARC setup ==== | + | |
- | + | ||
- | + | ||
- | You must log in to iPage with your organization' | + | |
- | 1. Log in to iPage. | + | 2. You can access the link to download your cart in two places: either in your list of carts or from within the cart. |
- | 2. From the **My Account** menu, choose | + | To access from your list of carts, go to **Carts > Manage Carts** and use the **Actions** menu to the right of each cart. |
- | {{: | + | {{: |
- | 3. Selected Acquisitions Vendor should be "Other." | + | And when clicking into a cart, use the **Actions** menu at the top of your cart. |
+ | {{: | ||
- | {{: | + | 3. Once you have clicked into the Actions menu, choose **Download/ |
+ | {{: | ||
- | 4. Click **Marc Setup** | + | 4. Once clicked, you will get a pop-up to confirm what type of download you would like. |
+ | {{: | ||
- | 5. This opens the "Add Data Mapping" | + | You should |
- | | + | |
- | | + | |
- | | + | |
- | {{: | + | And in the second drop-down, choose the name of the MARC Profile that you created. |
- | 6. Click **Add** | + | < |
- | * Tag #: 962 | + | |
- | * Subfield: q | + | |
- | * Data Element: Copies (Total Quantity) | + | |
- | 7. Click **Add** to save your second row. | + | ===== Blackstone Audio ===== |
+ | Blackstone Audio has instructions and accompanying screenshots for how to download your MARC records | ||
- | ==== Downloading your cart ==== | + | ==== Ingram |
1. Open your cart. | 1. Open your cart. |
acq/marcdownloads.txt · Last modified: 2021/10/21 19:41 by tlittle