Differences

This shows you the differences between two versions of the page.

--- acq:marcdownloads [2019/04/11 19:12] – ↷ Page name changed from acq:vendorsettings to acq:marcdownloads tlittle
+++ acq:marcdownloads [2021/10/21 19:41] (current) – [Ingram] tlittle
@@ Line 1: / Line 1: @@
 ====== MARC Downloads ======
-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 on the vendor's site.
-===== Grids Info =====
-<note important>**IMPORTANT!** Branch codes must EXACTLY match your PINES org unit names, e.g. LOPL-BULL or CRLS-DAW.</note>
-If you have existing branch codes in your vendor's website, they must be modified to match your PINES branch names.
-<fc #ff0000>**Your branch codes WILL NOT be imported into Evergreen if they do not exactly match your PINES org unit names.**</fc>
-**Fund Codes**
-If you choose to assign fund codes in your vendor's website, they must EXACTLY match your fund **codes** in Evergreen. Similarly to branch codes, if you have existing fund codes in your vendor's website, they must be modified to match your PINES fund codes.
-<fc #ff0000>**Your fund codes WILL NOT be imported into Evergreen if they do not exactly match your fund __CODES__ (not names) in PINES.**</fc>
-Your existing PINES fund codes can be extracted in a report. It is located in **Reports->Shared Templates->PINESacqadmin->Funds**->"List of funds with parameters." The fund codes can then be copy and pasted into a text file to be used for batch import into a vendor site.
-**Baker & Taylor**\\
-Baker & Taylor offers a batch import option to import your fund codes en masse. Instructions are found here: [[https://docs.google.com/document/d/1yl9gjr0OvkgCLHNsbzRS-Nj7_mZIzBBEUh4dYYfCr38/edit?usp=sharing|Batch import fund codes into TS360]].
-<note>Be aware that the batch import in TS360 will add fund codes to anything that already exists. If you were previously using fund codes, you will either need to delete/inactivate them and then batch import your new codes; or manually modify them to match your new Acquisitions fund codes.</note>
 ===== Baker & Taylor =====
-Baker & Taylor calls these "Custom MARC profiles." There may or may not be a charge for this service; contact your vendor representative to check.
+. Open TS360.
-**Pre-requisitites for using MARC Profiles:**
+. You can access the link to download your cart in two places: either in your list of carts or from within the cart.
-  * 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>Your fund names and branch names must EXACTLY match Evergreen. Branch names should be formatted as DTRL-BLAK not Blakely or BLAK, for example. Fund codes must also exactly match Evergreen.</note>
+To access from your list of carts, go to **Carts > Manage Carts** and use the **Actions** menu to the right of each cart.
-==== Creating a MARC Profile ====
+{{:acq:pasted:20190619-103858.png?direct| From your list of carts}}
-. Sign in to TS360.
+And when clicking into a cart, use the **Actions** menu at the top of your cart.
+{{:acq:pasted:20190619-103944.png?direct}}
-. Go to **Admin > MARC Profiles**.
+. Once you have clicked into the Actions menu, choose **Download/Export Cart.**
+{{:acq:pasted:20190619-104649.png?direct}}
-<note>If you do not have this option available, check with your Baker & Taylor representative.</note>
+. Once clicked, you will get a pop-up to confirm what type of download you would like.
+{{:acq:pasted:20190619-104956.png?direct}}
-. Click the grey **Create new MARC Profile** button.
+You should choose **Download Format:** MARC Download
-. 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.
+And in the second drop-down, choose the name of the **[[acq:vendordownloads#creating_a_marc_profile|MARC Profile that you created]]**.
-=== No Grids ===
+<note>Checking the "Change cart status to Downloaded" ticky is optional. If you choose to mark the cart as Downloaded, it will not be editable or orderable afterward. This is a good practice to ensure that no additional items are added or removed from the cart, and that it's not accidentally ordered via TS360 and Acquisitions both. However, just be sure that you are completely done with your cart if you choose this option. You can also leave this __unchecked__ at first and then revisit the cart later to mark it as Downloaded.</note>
-These instructions are if you are not using grids on TS360, and you are only assigning a quantity in your carts.
+You will get a popup that says either **View** or **Save**. Click **Save**. This will either automatically download the file to your computer (like your Downloads folder or Desktop), or you will be prompted to save it to your computer.
-. From within your new MARC Profile, click on the **MARC Bibliographic Rules** tab.
+===== Blackstone Audio =====
+Blackstone Audio has instructions and accompanying screenshots for how to download your MARC records **{{ :acq:downloadmarcs-orderhistory_2018.pdf |here}}**.
-. You'll notice that they already have one row created for you to fill in. Click in the drop down box and choose **Add**.
+===== Brodart =====
-. 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.**
-. To enter for QUANTITY:
+===== Center Point =====
-  * Change **Grid field** to **TS360 Data**
+Center Point offers MARC downloads for their items, but they do not offer a bulk download option where you can download all the MARCs for all your items at once. Instead you will need to download them for each title individually. However, you can easily combine these files into one MARC that you can use to upload via Load MARC Order Records.
-  * Change **Branch** to **Order Quantity**
-  * In the **Tag** field, enter "962" and in the **Subfield** enter "q" (lowercase)
-. To enter for NET PRICE:
+See this screencast below:
-  * 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)
-. Click the orange **Save** button to save your information.
+{{url>https://drive.google.com/file/d/19FpS2aJTjMgBKvXRifX16E2axJquN4wn/preview}}
-=== Grids ===
-Once you have created a name for your MARC profile, continue here.
-. Click the **Primary Grid Tag Rules** tab.
-. In the top portion of the page, enter **962** for the MARC Tag for Grid Distribution. Leave all the other fields blank/unchecked.
-. 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>At a minimum, **Net Price** and **Quantity** are required.</note>
-==== Downloading your cart ====
-. From within your cart, click the
 ===== Ingram =====
-==== MARC setup ====
+. Open your cart.
+. Click the green **Price this list** button.
-You must log in to iPage with your organization's admin account to make these changes.
+{{:acq:pasted:20211021-153839.png?direct}}
-. Log in to iPage.
+<note important>This step is important! If you do not do this, the prices that are uploaded to your Acq purchase order will be the full retail price, not discount. So when you order, you'll be encumbering retail price and not discount which can skew your available amounts in your funds.</note>
-. From the **My Account** menu, choose **Administrator Settings > iPage Account Settings**.
+. Once the list is done processing the discount prices, click the gray **Download** button.
-{{:acq:pasted:20190411-135349.png?direct}}
+{{:acq:pasted:20211021-153904.png?direct}}
-. Selected Acquisitions Vendor should be "Other."
+. From the resulting Download Options pop-up, choose **Download and Keep** and **Custom MARC EAN Format**.
-{{:acq:pasted:20190411-135437.png?direct}}
+{{:acq:pasted:20211021-153949.png?direct}}
-. Click **Marc Setup**
+. Click the gray **Download List** button.
-. This opens the "Add Data Mapping" area. On the first line, it should be set up as:
+===== Midwest Tape =====
-  * Tag #: 962
-  * Subfield: p
-  * Data Element: Discount Price
-{{:acq:pasted:20190411-135256.png?direct}}
+. Once you're logged in, click the **My Cart** option in the top menu.
-. Click **Add** to add a second line for quantity. This line should be:
+{{:acq:pasted:20200706-134437.png?direct&600}}
-  * Tag #: 962
-  * Subfield: q
-  * Data Element: Copies (Total Quantity)
-. Click **Add** to save your second row.
+. Click on the **Cart Actions** drop down, then choose **Download Vendor MARC Records**.
-==== Downloading your cart ====
+{{:acq:pasted:20200706-134549.png?direct&400}}
-. Open your cart.
+. A pop-up will appear showing each of your titles as a line. You need to select all of your titles to download, so select the ticky box at the top to select all of them. Once you've done that, click Next.
-. Click the green **Price this list** button.
+{{:acq:pasted:20200706-134803.png?direct&600}}
-. Once the list is done processing the discount prices, click the gray **Download** button.
+. It will then ask you how you want to download. You want to choose **a vendor MARC (vendor.mrc) file** and to have the file **downloaded to my browser**. After that you can click Next.
-. From the resulting Download Options pop-up, choose **Download and Keep** and **Custom MARC EAN Format**.
+{{:acq:pasted:20200706-135017.png?direct&600}}
-. Click the gray **Download List** button.
+. The file will then either prompt where to download onto your computer or download directly to your preferred location (based on your browser settings).