set.
-1) Click *Cataloging -> MARC Batch Import/Export*.
+. Click *Cataloging -> MARC Batch Import/Export*.
-2) Create a new record match set. Click *Record Match Sets -> New Match Set*.
+. Create a new record match set. Click *Record Match Sets -> New Match Set*.
-3) Enter a name for the record match set.
+. Enter a name for the record match set.
-4) Select an *Owning Library* from the drop down menu. Staff with permissions
+. Select an *Owning Library* from the drop down menu. Staff with permissions
at this location will be able to use this record match set.
-5) Select a *Match Set Type* from the drop down menu. You can create a match
+. Select a *Match Set Type* from the drop down menu. You can create a match
set for authority records or bibliographic records.
-6) Click *Save*.
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+. Click *Save*.
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image::media/Batch_Importing_MARC_Records1.jpg[Batch_Importing_MARC_Records1]
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-7) The screen will refresh to list the record match set that you created. Click
+. The screen will refresh to list the record match set that you created. Click
the link to the record match set.
-8) Create an expression that will define the match points for the incoming
+. Create an expression that will define the match points for the incoming
record. You can choose from two areas to create a match: *Record Attribute* or
*MARC Tag and Subfield*. You can use the Boolean operators AND and OR to
combine these elements to create a match set.
-9) Select a *Record Attribute* from the drop-down menu.
+. Select a *Record Attribute* from the drop-down menu.
-10) Enter a *Match Score.* The *Match Score* indicates the relative importance
+. Enter a *Match Score.* The *Match Score* indicates the relative importance
of that match point as Evergreen evaluates an incoming record against an
existing record. You can enter any integer into this field. The number that
you enter is only important as it relates to other match points. Recommended
match point and assign increasing match points to the power of 2 to working
points in increasing importance.
-11) Check the *Negate?* box if you want to negate the match point. Checking
+. Check the *Negate?* box if you want to negate the match point. Checking
this box would be the equivalent of applying a Boolean operator of NOT to the
match point.
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++
image::media/Batch_Importing_MARC_Records2.jpg[Batch_Importing_MARC_Records2]
-12) Click *Ok.*
+. Click *Ok.*
-13) Drag the completed match point under the folder with the
+. Drag the completed match point under the folder with the
appropriately-named Boolean folder under the Expression tree.
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++
image::media/Batch_Importing_MARC_Records3.jpg[Batch_Importing_MARC_Records3]
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++
The match point will nest underneath the folder in the Expression tree.
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++
image::media/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4]
-14) Enter another *Boolean Operator* to further refine your match set.
-
-15) Click *Boolean Operator*.
+. Enter another *Boolean Operator* to further refine your match set.
-16) Select the *OR* operator from the drop down menu.
+. Click *Boolean Operator*.
-17) Click *Ok*.
+. Select the *OR* operator from the drop down menu.
-18) Drag the operator to the expression tree.
+. Click *Ok*.
+. Drag the operator to the expression tree.
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image::media/Batch_Importing_MARC_Records5.jpg[Batch_Importing_MARC_Records5]
-19) Click *MARC Tag and Subfield*.
+. Click *MARC Tag and Subfield*.
-20) Enter a *MARC tag* on which you want the records to match.
+. Enter a *MARC tag* on which you want the records to match.
-21) Enter a *subfield* on which you want the records to match.
+. Enter a *subfield* on which you want the records to match.
-22) Enter a *Match Score.* The *Match Score* indicates the relative importance
+. Enter a *Match Score.* The *Match Score* indicates the relative importance
of that match point as Evergreen evaluates an incoming record against an
existing record. You can enter any integer into this field. The number that
you enter is only important as it relates to other match points. Recommended
match point and assign increasing match points to the power of 2 to working
points in increasing importance.
-23) Check the *Negate?* box if you want to negate the match point. Checking
+. Check the *Negate?* box if you want to negate the match point. Checking
this box would be the equivalent of applying a Boolean operator of NOT to the
match point.
-24) Click *Ok.*
-
+. Click *Ok.*
++
image::media/Batch_Importing_MARC_Records6.jpg[Batch_Importing_MARC_Records6]
-25) Drag the completed match point under the folder with the
+. Drag the completed match point under the folder with the
appropriately-named Boolean folder under the Expression tree. The Expression
will build across the top of the screen.
-26) Add additional MARC tags or record attributes to build the expression tree.
-
-27) Click *Save Changes to Expression*.
+. Add additional MARC tags or record attributes to build the expression tree.
+. Click *Save Changes to Expression*.
++
image::media/Batch_Importing_MARC_Records7.jpg[Batch_Importing_MARC_Records7]
Replace Mode
with a new record attribute, MARC tag, or Boolean operator. For example, if
the top of the tree is AND, in replace mode, you could change that to an OR.
-1) Create a working match point.
+. Create a working match point.
-2) Click *Enter replace mode*.
+. Click *Enter replace mode*.
-3) Highlight the piece of the tree that you want to replace.
+. Highlight the piece of the tree that you want to replace.
-4) Drag the replacement piece over the highlighted piece.
+. Drag the replacement piece over the highlighted piece.
-5) Click *Exit Replace Mode*.
+. Click *Exit Replace Mode*.
Quality Metrics
^^^^^^^^^^^^^^^
-1) Set the *Quality Metrics for this Match Set*. Quality metrics are used to
+. Set the *Quality Metrics for this Match Set*. Quality metrics are used to
determine the overall quality of a record. Each metric is given a weight and
the total quality value for a record is equal to the sum of all metrics that
apply to that record. For example, a record that has been cataloged thoroughly
than the record that currently exists in your catalog; otherwise, you may want
the match to fail. The quality metric is optional.
-2) You can create quality metrics based on the record attribute or the MARC Tag
+. You can create quality metrics based on the record attribute or the MARC Tag
and Subfield.
-3) Click *Record Attribute.*
+. Click *Record Attribute.*
-4) Select an attribute from the drop down menu.
+. Select an attribute from the drop down menu.
-5) Enter a value for the attribute.
+. Enter a value for the attribute.
-6.) Enter a match score. You can enter any integer into this field. The number
+. Enter a match score. You can enter any integer into this field. The number
that you enter is only important as it relates to other quality values for the
current configuration. Higher scores would indicate increasing quality of
incoming records. You can, as in the expression match score, increase the
quality points by increasing subsequent records by a power of 2 (two).
-7) Click *Ok*.
-
+. Click *Ok*.
++
image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]
Import Records
* *Vandelay: Default Circulation Modifier* —Default circulation modifier value for imported items
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