HomeCatalogingAdding and Deleting Bibliographic and Item RecordsMARC Batch Import/Export (with or without attached holdings)

3.4. MARC Batch Import/Export (with or without attached holdings)

Importing a batch of records:

To start:  From the “Cataloging” menu, select “MARC Batch Import/Export”.  Use the screenshot below as a guide for the instructions that follow:

a.  At the dropdown box next to “Record Type”, select “Bibliographic Records”

b.  Next to “Select or Create a Queue”, type in a unique queue name

c.  At the dropdown box next to “Record Match Set”, select “ISBN”

d.  If your batch of records has attached holdings: at the dropdown box next to “Holdings Import Profile”, select “Evergreen 852 import and export format”. (Note: before you do this, contact SPARK Tech Support to configure “Vandelay / Batch Import Settings”).

e.  At the dropdown next to “Merge Profile”, select “Match-Only Merge”.

f.  At the dropdown next to “Select a Record Source”, select “System Local”.

g.  Click the checkboxes next to “Import Non-Matching Records”, “Merge on Single Match”, and “Merge on Best Match”.

h.  Click the “Choose File” button. Browse to where your record batch is, and select the file.

i.  Finally, click the green “Upload” button.

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