Docs 2.9: Update and add detail for Holdings Import profile

In order to add details about the new ability to import Stat Cat data
for a copy, this commit adds a table of all the import fields available
in the Holdings Import Profile. It also duplicates some content from
another section about batch importing, and updates the screenshot and
some wording in the original section.

Signed-off-by: Remington Steed <rjs7@calvin.edu>

diff --git a/docs/admin_initial_setup/importing_via_staff_client.txt b/docs/admin_initial_setup/importing_via_staff_client.txt
index 58f7329..e800f68 100644 (file)
--- a/docs/admin_initial_setup/importing_via_staff_client.txt
+++ b/docs/admin_initial_setup/importing_via_staff_client.txt
@@ -101,10 +101,11 @@ image::media/record_quality_metrics.png[]
 Import Item Attributes
 ~~~~~~~~~~~~~~~~~~~~~~
 If you are importing copies with your records, you will need to map the data in
-your holdings tag to fields in the copy record. Click the *Import Item
-Attributes* button to map this information.
+your holdings tag to fields in the copy record. Click the *Holdings Import
+Profile* button to map this information.
 
 . Click the *New Definition* button to create a new mapping for the holdings tag.
+. Add a *Name* for the definition.
 . Use the *Tag* field to identify the MARC tag that contains your holdings
   information.
 . Add the subfields that contain specific copy information to the appropriate
@@ -112,11 +113,15 @@ Attributes* button to map this information.
 . Select the *Keep* box if Evergreen should keep this holdings tag in the
   record after it is imported. Otherwise, Evergreen will remove this holdings
   tag.
-. At a minimum, you should add a name for the definition, identify the MARC
-  holdings tag, and add the subfields that identify the circulating library, the
-  owning library, the call number and the barcode.
+. At a minimum, you should add the subfields that identify the *Circulating
+Library*, the *Owning Library*, the *Call Number* and the *Barcode*.
+. For more details, see the <<_import_item_attributes_2,full list of import fields>>
+
+NOTE: All fields (except for Name, Tag and Keep) can contain static
+values, a MARC subfield code (such as "a"), or an XPATH query.
+
+image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Profile]
 
-image::media/import_item_attributes.png[]
 
 Overlay/Merge Profiles
 ~~~~~~~~~~~~~~~~~~~~~~

diff --git a/docs/cataloging/batch_importing_MARC.txt b/docs/cataloging/batch_importing_MARC.txt
index 1153826..446660a 100644 (file)
--- a/docs/cataloging/batch_importing_MARC.txt
+++ b/docs/cataloging/batch_importing_MARC.txt
@@ -186,6 +186,67 @@ quality points by increasing subsequent records by a power of 2 (two).
 +
 image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]
 
+
+Import Item Attributes
+~~~~~~~~~~~~~~~~~~~~~~
+If you are importing copies with your records, you will need to map the data in
+your holdings tag to fields in the copy record. Click the *Holdings Import
+Profile* button to map this information.
+
+. Click the *New Definition* button to create a new mapping for the holdings tag.
+. Add a *Name* for the definition.
+. Use the *Tag* field to identify the MARC tag that contains your holdings
+  information.
+. Add the subfields that contain specific copy information to the appropriate
+  copy field.
+. Select the *Keep* box if Evergreen should keep this holdings tag in the
+  record after it is imported. Otherwise, Evergreen will remove this holdings
+  tag.
+. At a minimum, you should add the subfields that identify the *Circulating
+Library*, the *Owning Library*, the *Call Number* and the *Barcode*.
+
+NOTE: All fields (except for Name, Tag and Keep) can contain static
+values, a MARC subfield code (such as "a"), or an XPATH query.
+
+image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Profile]
+
+.Holdings Import Profile Fields
+[options="header"]
+|=============================
+|Field | Recommended | Description
+|Name | Yes | Name you will choose from the MARC Batch Import screen
+|Tag | Yes | MARC Holdings Tag/Field (e.g. 949). Use the Tag field to
+identify the MARC tag that contains your holdings information.
+|Keep | Yes | Select the Keep box if Evergreen should keep this holdings
+tag in the record after it is imported. Otherwise, Evergreen will remove
+this holdings tag.
+|Barcode | Yes |
+|Call Number | Yes |
+|Circulating Library | Yes |
+|Owning Library | Yes |
+|Alert Message ||
+|Circulate ||
+|Circulate As MARC Type ||
+|Circulation Modifier ||
+|Copy Number ||
+|Deposit ||
+|Deposit Amount ||
+|Holdable ||
+|OPAC Visible ||
+|Overlay Match ID || The copy ID of an existing copy to overlay
+|Price ||
+|Private Note ||
+|Public Note ||
+|Reference ||
+|Shelving Location ||
+|Stat Cat Data || Of the format `CATEGORY 1\|VALUE 1\|\|CATEGORY 2\|VALUE 2`.
+If you are overlaying existing copies which already have stat cats
+attached to them, the overlay process will keep those values unless the
+incoming copies contain updated values for matching categories.
+|Status ||
+|==================
+
+
 Import Records
 ~~~~~~~~~~~~~~
 

diff --git a/docs/media/batch_import_profile.png b/docs/media/batch_import_profile.png
new file mode 100644 (file)
index 0000000..748d36b
Binary files /dev/null and b/docs/media/batch_import_profile.png differ