FAQs

To create an new order import profile for physical bib records that will go into the IZ:

1. Go to Resources>Import>Manage Import Profiles
2. Click Add New Profile
3. Select New Order
4. Click Next
   • Use Network Zone: uncheck the box
   • 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
5. Click Next
   • Filter Out Data Using: SUNY Remove E-Reources and 066 Filter and 040 $b not ENG
   • Correct Data Using: SUNY NZ OCLC import
   • Handle Invalid Data Using: MarcXML Bib Metadata Editing On Save
6. 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
7. Click Next
   • Synchronize with OCLC: [choose to Publish Bibliographic records or Don't Publish]
   • Condition: Unconditionally
8. 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
9. Click Next
   • Fill out the POL information based on where the POL is in the MARC record from the vendor
10. Click Save
11. 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