SUNY Office of Library and Information Systems (OLIS) Home Page
FAQs
How do I create a New Order Import Profile for Physical Records using the Network Zone (NZ)?
Answer
Go to Resources>Import>Manage Import Profiles
Click Add New Profile
Select New Order
Click Next
Use Network Zone: make sure it is checked
Profile Name: [name the set - mandatory]
Description: [optional]
Originating System: [select the vendor]
File pattern:
GOBI UTF-8 uses .ord files
Import Protocol:
Upload Files
FTP:
Fill out the FTP Information at the bottom of the screen provided by the vendor for server/port/username/password/input directory
Scheduling: [configure if using FTP]
Crosswalk:[No]
Physical Source Format: Binary
Encoding Format: UTF-8
Source Format: MARC21 Bibliographic
Target Format: MARC21 Bibliographic
Status: Active
Scheduling: [configure if using FTP]
FTP Information: [if using FTP]
Get information from the vendor to populate:
Server
Username
Password
Input directory
If full path is required to be used
Fill out the FTP information
Click Test Connection to make sure it works
Click Next
Filter Out Data Using: [use Copy of SUNY Remove E-Resources and 066 Filter and 040 $b not ENG]
Need to create an IZ copy of the merge rule in the MD Editor
Correct Data Using: SUNY OCLC Import Normalization Rule
Handle Invalid Data Using: MarcXML Bib Metadata Editing On Save
Click Next
Match Profile
Match by Serial / Non Serial: Yes
Serial and Non Serial Match Method:
Unique OCLC Identifier Match Method if the 035 includes (OCoLC)
035 (other system identifier) match method if the 035 does not include (OCoLC)
ISSN/024/035 Match Method and ISBN/024/035 Match Method if no OCLC number is included
Match Actions:
Handling Method: Automatic
Upon Match: Merge
Check the box for Single match - match only record with the same inventory type (electronic/physical)
Merge Method: SUNY Overlay All But Local Fields
DO NOT USE: Do not Override/merge a record with a lower brief version
Causes errors and will not update bib records with the same brief level
Do not override/merge record with an older version: Disabled
Automatic Multi-Match Handling
Preferred record: Record with the highest brief level
Handle Record Redirection:
Canceled Record: Delete
No Match:
Upon no match: Import to Network
Click Next
Synchronize with OCLC: [choose to Publish Bibliographic records or Don't Publish]
Condition: Unconditionally
Click Next
Inventory Operations: [Select the correct inventory]
Electronic - electronic only
Mixed - electronic and physical
Physical - physical only
Form populates based on the inventory operations chosen
Fill out the rest of the import profile based upon the import profile for the vendor
Click Next
Fill out the POL information based on where the POL is in the MARC record from the vendor
Click Save
Click Edit from the ellipses of the import profile that was just created to Map funds and locations if those boxes were checked when creating the New Order Import Profile