FAQs

​First, the SUNY NZ rules need to be copied to the IZ:

1. Create a copy of the Rule in the Metadata editor. NZ rules all start with "SUNY"
   • SUNY OCLC Import Normalization Rule (normalization rule)
   • SUNY Remove E-Resources and 066 Filter and 040 $b not ENG (indication rule)
2. Go to Resources>Cataloging>Open Metadata Editor
3. Go to File>Options
   1. Make sure New Rule placement is set to Local
4. Click Rules on the left-side of the metadata editor
   1. Select the Rule type you want to copy
5. Click on the Shared Folder
6. Click Duplicate on the SUNY NZ Rule you want to copy
7. Name the IZ Rule using the three-letter code to designate your institution, such as institution three letter code and name, e.g.: BUF Copy Of SUNY 066
8. Click Save
9. Edit the rule to meet your IZ needs, if necessary. If not, move to step 10
   • E.g., Remove the MARC 856 rule from the Copy Of SUNY Normalization Rule for an IZ copy because for ebooks you want the 856 to come over
10. Click Save (Ctrl+S)
11. File>Exit (Ctrl+Q)
12. If the rule is a normalization rule, you need to create a process. If it is not a normalization rule, move to step 13.
13. Use the IZ rule in the IZ import profile

Then, create an import profile for bib records that will go into the IZ

1. Go to Resources>Import>Manage Import Profiles
2. Click Add New Profile
3. Select Repository
   1. If you are updating vendor records previously ordered choose update inventory based on your needs
4. Click Next
   1. Uncheck Use Network Zone for IZ import profiles
   2. Profile Name: [name the set - mandatory]
   3. Description: [optional]
   4. Originating System: [select the vendor]
   5. File pattern:
      1. GOBI UTF-8 used .ord
   6. Import Protocol:
      1. Upload Files
      2. FTP:
         1. Fill out the FTP Information at the bottom of the screen provided by the vendor for server/port/username/password/input directory
         2. Scheduling: [configure if using FTP]
   7. Crosswalk:[No]
   8. Physical Source Format: Binary
   9. Encoding Format: UTF-8
   10. Source Format: MARC21 Bibliographic
   11. Target Format: MARC21 Bibliographic
   12. Status: Active
   13. Scheduling: [configure if using FTP]
5. Click Next
   1. Filter Out Data Using: [leave blank]
   2. Correct Data Using: [select the Copy Of SUNY OCLC Import Normalization Rule if you are going to use the same rules as the NZ]
   3. Handle Invalid Data Using: MarcXML Bib Metadata Editing On Save
6. Click Next
   1. Match Profile
      1. Match by Serial / Non Serial: Yes
      2. Serial and Non Serial Match Method:
         1. Unique OCLC Identifier Match Method if the 035 includes (OCoLC)
         2. 035 (other system identifier) match method if the 035 does not include (OCoLC)
         3. ISSN/024/035 Match Method and ISBN/024/035 Match Method if no OCLC number is included
7. Match Actions:
   1. Handling Method: Automatic
   2. Upon Match: Merge
   3. Check the box for Single match - match only record with the same inventory type (electronic/physical)
   4. Merge Method: SUNY Overlay All But Local Fields
   5. DO NOT USE: Do not Override/merge a record with a lower brief version
      1. Causes errors and will not update bib records with the same brief level
   6. Do not override/merge record with an older version: Disabled
8. Automatic Multi-Match Handling
   1. Preferred record: Record with the highest brief level
9. Handle Record Redirection:
   1. Canceled Record: Delete
10. No Match:
    1. Upon no match: Import
11. Click Next
    1. Synchronize with OCLC: [choose to Publish Bibliographic records or Don't Publish]
    2. Condition: Unconditionally
12. Click Next
    1. Inventory Operations: [Select the correct inventory]
       1. Electronic - electronic only
       2. Mixed - electronic and physical
       3. Physical - physical only
       4. None - no inventory
    2. Form populates based on the inventory operations chosen
       1. None - Click Save
    3. Fill out the rest of the import profile based upon the import profile for the vendor
13. Click Save
14. Click Edit from the ellipses of the import profile that was just created if you checked the Map funds box in the PO Line wizards page