Table of Contents

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.

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 for more information.

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 for more information.

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

Enter Queue Name

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

5. Click Upload

Choose File and Upload

6. Evergreen will display the progress of the upload.

Progress Bar

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

8. Click on the Go To Queue button.

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.

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.

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 Add to New Bucket

Add to Existing Bucket Add to Existing Bucket

Deleting the Queue

Under Queue Actions click Delete Queue to remove the queue.

Delete Queue

Load Another File

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

Import Tab