NOBLE Evergreen Documentation

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====== Batch Loading Bibs and On Order Items ======

MARC records with on order item data can be loaded through the MARC Batch Import/Export interface to create bibs and on order items in the catalog.

<note important>Loading MARC order records with on order item data requires some setup both on the Evergreen side and the vendor side. See **[[setup_for_batch_loading_bibs_and_on_order_items|Setup for Batch Loading Bibs and On Order Items]]** for more information.</note>

The MARC Batch Import/Export interface can be reached from either the **Portal page** or from the **Cataloging menu**. From either place choose **MARC Batch Import/Export (New Interface)**.

===== Loading a File of MARC Records =====

1. From the Cataloging menu go to **MARC Batch Import/Export (New Interface)**.

2. Check that your template is set. :?: See **[[setting_up_templates_in_marc_batch_import_export|Setting Up Templates in MARC Batch Import/Export]]** for more information.

3. **Enter a unique queue name** in the box next to Select or Create a Queue.

{{::marc_import_queue_name.png?direct|Enter Queue Name}}

4. Click the **Choose File** button and **select the MARC file** from your computer.

5. Click **Upload**

{{::marc_import_upload_file.png?direct|Choose File and Upload}}

6. Evergreen will display the progress of the upload.

{{::marc_import_progress.png?direct&900|Progress Bar}}

7. When all progress bars reach 100% a **Go To Queue** button will appear.

8. Click on the **Go To Queue** button.

{{::marc_import_go_to_queue.png?direct|Upload Complete}}

9. In the upper left side of the screen under **Queue Summary**, check that all records have loaded. :!: If you see any import failures contact NOBLE.

{{::cat_marc_batch_import_failures.png?direct|Bib and Item Import Failures}}.

10. Under **Queue Actions** you can now either copy the records you uploaded to a bucket or delete the queue of records. :?: Deleting the queue does not delete the records from the catalog. It is a good practice to delete a queue when you are done with it.

{{:acq_angular_queue_actions.png?direct|Queue Actions}}

===== Copying the Queued Records to a Bucket =====

1. Under **Queue Actions** click **Copy Queue to Bucket**.

2. In the dialog box that appears, click on the **New Bucket** tab.

3. In the box to the right of **Name of New Bucket** enter a name for the bucket.

4. Click **Add to New Bucket**.  :?: Additional record uploads can be added an Existing Bucket by selecting the bucket from the dropdown in the Existing Bucket tab.

**Add to New Bucket**
{{::marc_import_add_to_bucket.png?direct|Add to New Bucket}}

**Add to Existing Bucket**
{{::cat_marc_batch_import_copy_to_existing_bucket.png?direct|Add to Existing Bucket}}

===== Deleting the Queue =====

Under **Queue Actions** click **Delete Queue** to remove the queue.

{{:acq_angular_queue_actions.png?direct|Delete Queue}}

===== Load Another File =====

If you want to load another file, click on the **Import** tab at the top to import another file.

{{::marc_import_from_queue.png?direct|Import Tab}}