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DRAFT. PROCESS STILL UNDER DISCUSSION


Overview

Use Excel file to load bibs and portfolios into Alma. Profile attempt to match on existing CZ/IZ records with same inventory type. 

Each E-collection needs its own Import Profile.

  • Profiles should be named as follows: Portfolios via KBART - Collection name. 
  • E.g.: Portfolios via KBART - Safari

Excel columns

Remove all columns but the ones in the chart. 

KBART outputRename column to:Alma norm rule will modify as follows:
publication_title245$aAdd indicators
Split : into subfield b
print_identifier776$zn/a
online_identifier020$aadd $$q (electronic bk.)
title_url856$u
first_author245$c
publisher_name260$b
date_monograph_published_print

date_monograph_published_online260$c
parent_publication_title_id(is this a series?)
monograph_edition250$a



Other data if supplied

Author(s)7001$a

Use semicolon to split into multiple fields
Move (Editor) to $e editor

Pages300$a
TBD: series, vol

BIC1653$a



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