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acq:btsetup [2019/06/19 22:29] – [Setting Up MARC Downloads for Baker & Taylor] tlittleacq:vendordownloads [2020/11/30 15:05] – tlittle
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-====== Setting Up MARC Downloads for Baker & Taylor ======+====== MARC Downloads Setup ======
  
 +===== 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.+**Prerequisites for setting up MARC Profile**
  
-**Pre-requisitites for setting up MARC Profiles:** +  * 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. 
-  * <fc #4682b4>**If using branches in grids**</fc> -- You must have set up branch names already in **TS360 Admin > Grid Codes**. +  * <fc #4682b4>**If using branches in grids**</fc> -- You must have **[[acq:marcdownloads#setting_up_branch_grid_codes|set up branch names]]** already.  
-  * <fc #4682b4>**If using funds in grids**</fc> -- You must have set up fund names in **TS360 Admin > Grid Codes**.+  * <fc #4682b4>**If using funds in grids**</fc> -- You must have **[[acq:marcdownloads#setting_up_fund_grid_codes|set up fund names]]** already. 
  
-<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> 
  
-===== Creating a MARC Profile =====+==== Creating a MARC Profile ==== 
  
 1. Sign in to TS360. 1. Sign in to TS360.
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 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. 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 ==== +=== No Grids ===
  
 <note>**These instructions are if you are not using grids on TS360, and you are only assigning a quantity in your carts.** \\ <note>**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 **[[acq:marcdownloads#grids|Gridded Profiles]]**.</note>+If you are assigning branch names or fund codes in TS360, use the instructions for **[[acq:vendordownloads#grids|Gridded Profiles]]**.</note>
  
 1. From within your new MARC Profile, click on the **MARC Bibliographic Rules** tab. 1. From within your new MARC Profile, click on the **MARC Bibliographic Rules** tab.
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 6. Click the orange **Save** button to save your information. 6. Click the orange **Save** button to save your information.
  
-==== Grids ==== 
  
 +=== 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. Instructions for this are **[[https://ts360.baker-taylor.com/_layouts/help.aspx?AssetKey=/Lists/Site%20Collection%20Help/TS360%20Help/Title-Source-360-How-Do-I-for-Libraries-TOP-PORTION_july%20(1).html;715a7fd8-fdbd-4e8a-a8c5-06dc93c65272;|here]]** from Baker & Taylor. 
  
-If you are only downloading price and quantity, use the instructions for **[[acq:marcdownloads#nogrids|Non-Gridded Profiles]]**.+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 **[[acq:vendordownloads#no_grids|Non-Gridded Profiles]]**.
  
 1. Click the **Primary Grid Tag Rules** tab. 1. Click the **Primary Grid Tag Rules** tab.
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 Click the orange **Save** button to save your work. Click the orange **Save** button to save your work.
 +
 +
 +===== Ingram =====
 +
 +You must log in to iPage with your organization's admin account to make these changes.
 +
 +1. Log in to iPage.
 +
 +2. From the **My Account** menu, choose **Administrator Settings > iPage Account Settings**.
 +
 +{{:acq:pasted:20190411-135349.png?direct}}
 +
 +3. Selected Acquisitions Vendor should be "Other."
 +
 +{{:acq:pasted:20190411-135437.png?direct}}
 +
 +4. Click **Marc Setup**
 +
 +5. This opens the "Add Data Mapping" area. On the first line, it should be set up as:
 +  * Tag #: 962
 +  * Subfield: p
 +  * Data Element: Discount Price
 +
 +{{:acq:pasted:20190411-135256.png?direct}}
 +
 +6. Click **Add** to add a second line for quantity. This line should be:
 +  * Tag #: 962
 +  * Subfield: q
 +  * Data Element: Copies (Total Quantity)
 +
 +7. Click **Add** to save your second row.
 +
 +===== Midwest =====
 +
 +
 +Midwest sets up the majority of your MARC download settings when doing your EDI account setup. However, there is one setting you need to confirm is **unset**.
 +
 +1. Log in to Midwest's site at https://www.midwesttape.com.
 +
 +2. Navigate to **Settings > Change Library Settings > Manage Vendor MARC Config**.
 +
 +3. Most of these attributes will already be set by Midwest. However, you want to confirm that these settings look like the screenshot below:
 +
 +**Midwest number:** Checked\\
 +**useOCLC#ifAvailable**: __Unchecked__
 +
 +{{:acq:pasted:20201130-095002.png?direct&600}}
 +
 +This is extremely important, since if these settings aren't correct then it can block imports and overlays from OCLC via Z39.50.
acq/vendordownloads.txt · Last modified: 2024/03/01 15:35 by tlittle