From: Jane Sandberg Date: Fri, 18 Nov 2016 04:25:36 +0000 (-0800) Subject: Docs: Incorporating overlay/merge profiles documentation from Evergreen in Action... X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=9855d90a4193a70c9c602ac20dfa0052ac377c1f;p=working%2FEvergreen.git Docs: Incorporating overlay/merge profiles documentation from Evergreen in Action + new 2.11 feature Signed-off-by: Jane Sandberg --- diff --git a/docs/cataloging/batch_importing_MARC.txt b/docs/cataloging/batch_importing_MARC.txt index 446660a818..3507a172f9 100644 --- a/docs/cataloging/batch_importing_MARC.txt +++ b/docs/cataloging/batch_importing_MARC.txt @@ -186,6 +186,30 @@ quality points by increasing subsequent records by a power of 2 (two). + image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8] +Merge/Overlay Profiles +~~~~~~~~~~~~~~~~~~~~~~ + +If Evergreen finds a match for an incoming record in the database, you need to identify which fields should be replaced, which should be preserved, and which should be added to the record. +Click the Merge/Overlay Profiles button to create a profile that contains this information. + +You can use these profiles when importing records through the MARC Batch Importer or Acquisitions Load MARC Order Records interface. + +You can create a new profile by clicking the New Merge Profile button. Available options for handling the fields include: + +. _Preserve specification_ - fields in the existing record that should be preserved. + +. _Replace specification_ - fields in existing record that should be replaced by those in the incoming record. + +. _Add specification_ - fields from incoming record that should be added to existing record (in addition to any already there.) + +. _Remove specification_ - fields that should be removed from incoming record. + +. _Update bib source_ - If this value is false, just the bibliographic data will be updated when you overlay a new MARC record. If it is true, then Evergreen will also update +the record's bib source to the one you select on import; the last edit date to the date the new record is imported, and the last editor to the person who imported the new +record. + +You can add multiple tags to the specification options, separating each tag with a comma. + Import Item Attributes ~~~~~~~~~~~~~~~~~~~~~~