How do I create a New Order Import Profile for Physical Records using the Network Zone (NZ)?

Answer

  1. Go to Resources > Import > Manage Import Profiles
  2. Click Add New Profile
  3. Select New Order
  4. Click Next
  5. Profile Details
    • Use Network Zone: make sure it is checked
    • Profile name: [name the set - mandatory]
    • Profile description: [optional]
    • Originating system: [select the vendor]
    • Import Protocol:
      • Upload File/s
      • FTP (fill out the Scheduling and FTP Information sections below)
    • Physical source format: Binary
    • Encoding format: UTF-8
    • Source format: MARC21 Bibliographic
    • Status: Active
    • File name patterns: [Leave blank]
    • Crosswalk:[No]
    • Target Format: MARC21 Bibliographic
       
  6. Scheduling (for FTP set up only)
    • File to import: New
    • Scheduler status: Defaults to Inactive but can choose to schedule
       
  7. FTP information (for FTP set up only)
    • For 'Other FTP site' get information from the vendor to populate:
      • Server
      • Username
      • Password
      • Input directory
      • If full path is required to be used
    • Click Test Connection to make sure it works
    • Click Next
       
  8. Normalization and validation
    • 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 NZ OCLC import
    • Handle Invalid Data Using: MarcXML Bib Metadata Editing On Save
    • Click Next
       
  9. Match profile
    • 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 select Override/merge a record with a lower brief version as it 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
      • Choose: Prefer record with the same inventory type (electronic/physical)
    • No Match:
      • Upon no match: Add to NZ
    • Click Next
       
  10. Set management tags
    • Suppress record/s from publish delivery: [leave unchecked]
    • Suppress record/s from external search: [leave unchecked]
    • Synchronize with OCLC: [choose to Publish Bibliographic records or Don't Publish]
    • Condition: Unconditionally
    • Synchronize with Libraries Australia: select Don't Publish
    • Click Next
       
  11. Inventory operations
    • 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
       
  12. PO line information
    • Fill out the POL information based on where the POL is in the MARC record from the vendor
       
  13. Click Save
     
  14. 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

Topics

  • Last Updated Jun 04, 2025
  • Views 141
  • Answered By Margaret McGee

FAQ Actions

Was this helpful? 1 0