Portfolios via KBART



REMEMBER: Only designated staff members are permitted to run jobs. Refer to the matrix at Jobs & Batch Processes to see which staff members are approved to run which jobs.

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