From: gmontimantis <86423994+gmontimantis@users.noreply.github.com> Date: Wed, 17 Nov 2021 18:40:16 +0000 (-0500) Subject: docs: updating batch_importing_MARC.adoc X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=0cb608626604be0349856f2025af47b2b43d4bda;p=Evergreen.git docs: updating batch_importing_MARC.adoc Signed-off-by: Jane Sandberg --- diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/import_item_attribute_def.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/import_item_attribute_def.jpg new file mode 100644 index 0000000000..c4d5bb3637 Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/import_item_attribute_def.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/import_record.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/import_record.jpg new file mode 100644 index 0000000000..9ae44acc8f Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/import_record.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/marc_tag_and_subfield.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/marc_tag_and_subfield.jpg new file mode 100644 index 0000000000..edcd7dbbda Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/marc_tag_and_subfield.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/match_set_quality.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/match_set_quality.jpg new file mode 100644 index 0000000000..3ffc9f08c5 Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/match_set_quality.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/new_record_match.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/new_record_match.jpg new file mode 100644 index 0000000000..29c72fa4cf Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/new_record_match.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/operator.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/operator.jpg new file mode 100644 index 0000000000..2bf2cc4f16 Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/operator.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/record_attribute.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/record_attribute.jpg new file mode 100644 index 0000000000..2b034d9712 Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/record_attribute.jpg differ diff --git a/docs/modules/cataloging/assets/images/batch_importing_MARC/replace_node.jpg b/docs/modules/cataloging/assets/images/batch_importing_MARC/replace_node.jpg new file mode 100644 index 0000000000..9b789b8825 Binary files /dev/null and b/docs/modules/cataloging/assets/images/batch_importing_MARC/replace_node.jpg differ diff --git a/docs/modules/cataloging/pages/batch_importing_MARC.adoc b/docs/modules/cataloging/pages/batch_importing_MARC.adoc index 42211c4f58..3583d92038 100644 --- a/docs/modules/cataloging/pages/batch_importing_MARC.adoc +++ b/docs/modules/cataloging/pages/batch_importing_MARC.adoc @@ -57,7 +57,7 @@ set for authority records or bibliographic records. . Click *Save*. + -image::media/Batch_Importing_MARC_Records1.jpg[Batch_Importing_MARC_Records1] +image::batch_importing_MARC/new_record_match.jpg[New Record Match] . The screen will refresh to list the record match set that you created. Click the link to the record match set. @@ -81,18 +81,11 @@ points in increasing importance. this box would be the equivalent of applying a Boolean operator of NOT to the match point. + -image::media/Batch_Importing_MARC_Records2.jpg[Batch_Importing_MARC_Records2] +image::batch_importing_MARC/record_attribute.jpg[Record Attribute] -. Click *Ok.* +. Select an operator from the expression tree to the right. -. Drag the completed match point under the folder with the -appropriately-named Boolean folder under the Expression tree. -+ -image::media/Batch_Importing_MARC_Records3.jpg[Batch_Importing_MARC_Records3] -+ -The match point will nest underneath the folder in the Expression tree. -+ -image::media/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4] +. Click *Add to Selected Node*. Once this is selected, the tree will refresh and update with the new expression. . Enter another *Boolean Operator* to further refine your match set. @@ -100,11 +93,9 @@ image::media/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4] . Select the *OR* operator from the drop down menu. -. Click *Ok*. - -. Drag the operator to the expression tree. +. Click *Add to Selected Node*. The operator will appear on the tree. + -image::media/Batch_Importing_MARC_Records5.jpg[Batch_Importing_MARC_Records5] +image::batch_importing_MARC/operator.jpg[Operators] . Click *MARC Tag and Subfield*. @@ -124,19 +115,9 @@ points in increasing importance. this box would be the equivalent of applying a Boolean operator of NOT to the match point. -. Click *Ok.* -+ -image::media/Batch_Importing_MARC_Records6.jpg[Batch_Importing_MARC_Records6] - -. 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. - -. Add additional MARC tags or record attributes to build the expression tree. - -. Click *Save Changes to Expression*. +. Click *Add to Selected Node*. Once this is selected, the tree will refresh and update with the new expression. + -image::media/Batch_Importing_MARC_Records7.jpg[Batch_Importing_MARC_Records7] +image::batch_importing_MARC/marc_tag_and_subfield.jpg[MARC Tag and Subfield] === Replace Mode === @@ -146,13 +127,15 @@ the top of the tree is AND, in Replace Mode, you could change that to an OR. . Create a working match point. -. Click *Enter Replace Mode*. +. Click on an expression in the tree to edit. -. Highlight the piece of the tree that you want to replace. +. Make any changes in the form. -. Drag the replacement piece over the highlighted piece. +. Click *Replace Selected Node*. ++ +image::batch_importing_MARC/replace_node.jpg[Replacing Nodes] -. Click *Exit Replace Mode*. +. The updated change will display in the tree. === Quality Metrics === @@ -181,9 +164,9 @@ 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). -. Click *Ok*. +. Click *Add*. + -image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8] +image::batch_importing_MARC/match_set_quality.jpg[Match Set Quality] == Merge/Overlay Profiles == @@ -233,23 +216,21 @@ image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Pr [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. +|Alert Message|| |Barcode | Yes | |Call Number | Yes | -|Circulating Library | Yes | -|Owning Library | Yes | -|Alert Message || |Circulate || |Circulate As MARC Type || -|Circulation Modifier || |Copy Number || +|Definition ID || |Deposit || |Deposit Amount || |Holdable || +|Name | Yes | Name you will choose from the MARC Batch Import screen |OPAC Visible || |Overlay Match ID || The copy ID of an existing item to overlay +|Owner || +|Owning Library | Yes | |Parts Data || Of the format `PART LABEL 1\|PART LABEL 2`. |Price || |Private Note || @@ -261,6 +242,9 @@ If you are overlaying existing items which already have stat cats attached to them, the overlay process will keep those values unless the incoming items contain updated values for matching categories. |Status || +|Tag | Yes | MARC Holdings Tag/Field (e.g. 949). Use the Tag field to +identify the MARC tag that contains your holdings information. + |============================= @@ -274,6 +258,8 @@ incoming record. We will import the record according to the guidelines set by our record match set, quality metrics, and merge/overlay choices that we will select. +. Save or upload a template. + . Select a *Record Type* from the drop down menu. . Create a queue to which you can upload your records, or add you records to @@ -285,14 +271,42 @@ profile. You cannot change a holdings import or record match set for a queue. . Select a *Holdings Import Profile* if you want to import holdings that are attached to your records. -. Select a *Record Source* from the drop down menu. - . Select a *Merge Profile*. Merge profiles enable you to specify which tags should be removed or preserved in incoming records. +. Select an *Insufficient Quality Fall-Through Profile* if desired. This +field enables you to indicate that if the inbound record does not meet the +configured quality standards, then you may still import the record using an +alternate merge profile. This field is typically used for selecting a merge +profile that allows the user to import holdings attached to a lower quality +record without replacing the existing (target) record with the incoming record. +This field is optional. + +. Enter a *Best/Single Match Minimum Quality Ratio.* Divide the incoming +record quality score by the record quality score of the best match that might +exist in the catalog. By default, Evergreen will assign any record a quality +score of 1 (one). If you want to ensure that the inbound record is only +imported when it has a higher quality than the best match, then you must enter +a ratio that is higher than 1. For example, if you want the incoming record to +have twice the quality of an existing record, then you should enter a 2 (two) +in this field. If you want to bypass all quality restraints, enter a 0 (zero) +in this field. + +. Make an *Optional Session Name* if desired. + +. *Remove MARC Field Groups* if applicable. + +. Select a *Record Source* from the drop down menu. + +. Select from *Limit Matches to Bucket* if desired. + +. Select *Import Non-Matching Records* if applicable. + . Choose one of the following import options if you want to auto-import records: +..*Merge on Exact Match (901c)* - Use if you're reloading exported records from the system to match on the record ID. + .. *Merge on Single Match* - Using the Record Match Set, Evergreen will only attempt to perform the merge/overlay action if only one match was found in the catalog. @@ -304,27 +318,7 @@ the best match as defined by the match score and quality metric. NOTE: Quality ratio affects only the *Merge on Single Match* and *Merge on Best Match* options. -. Enter a *Best/Single Match Minimum Quality Ratio.* Divide the incoming -record quality score by the record quality score of the best match that might -exist in the catalog. By default, Evergreen will assign any record a quality -score of 1 (one). If you want to ensure that the inbound record is only -imported when it has a higher quality than the best match, then you must enter -a ratio that is higher than 1. For example, if you want the incoming record to -have twice the quality of an existing record, then you should enter a 2 (two) -in this field. If you want to bypass all quality restraints, enter a 0 (zero) -in this field. - -. Select an *Insufficient Quality Fall-Through Profile* if desired. This -field enables you to indicate that if the inbound record does not meet the -configured quality standards, then you may still import the record using an -alternate merge profile. This field is typically used for selecting a merge -profile that allows the user to import holdings attached to a lower quality -record without replacing the existing (target) record with the incoming record. -This field is optional. - -. Under *Copy Import Actions*, choose _Auto-overlay In-process Acquisitions -Copies_ if you want to overlay temporary copies that were created by the -Acquisitions module. The system will attempt to overlay copies that: +. Choose *Auto-overlay In-process Acquisitions Items* if you want to overlay temporary copies that were created by the Acquisitions module. The system will attempt to overlay copies that: * have associated lineitem details (that is, they were created by the acquisitions process), * that lineitem detail has the same owning_lib as the incoming copy's owning_lib, and @@ -333,7 +327,7 @@ Acquisitions module. The system will attempt to overlay copies that: . *Browse* to find the appropriate file, and click *Upload*. The file will be uploaded to a queue. The file can be in either MARC or MARCXML format. + -image::media/marc_batch_import_acq_overlay.png[Batch Importing MARC Records] +image::batch_importing_MARC/import_record.jpg[Importing Records] . The screen will display records that have been uploaded to your queue. Above the table there are three sections: