Setting Up Templates in MARC Batch Import/Export

If you haven’t used this interface before, the first thing you will want to do is set up a default template. This is recommended even though some of the fields in the form may default to values based on your library settings. Creating and setting a default template ensures that all fields in the form will automatically be loaded whenever you go to the MARC Batch Import/Export interface. The only thing you will need to select is the file you are uploading.

1. From the Cataloging menu or the Portal page click on MARC Batch Import/Export (New Interface).

2. Set the fields indicated below:

• Apply/Create Form Template – Enter a name for the template you want to create. Here we are using Load Records. You can use whatever name you want.
• Record Type – Defaults to, and should remain set to, Bibliographic Records.
• Record Match Set – Select Load Orders from the dropdown.
• Holdings Import Profile – Select Evergreen 852 export format
• Merge Profile – Select Load Orders from the dropdown.
• Select a Record Source – Select Temp from the dropdown.
• Import Non-Matching Records – Should be checked
• Merge On Best Match – Should be checked

3. Click Save As New Template

4. Click Mark Template as Default Marking a template as default means that the template will automatically be applied whenever you go to the MARC Batch Import/Export interface.