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.

These three import profiles are designed for a specific Middle East Division workflow to create orders, holdings, and items for existing bibliographic records in Alma, matching on MMS ID in the 001 field:

• Middle East - Excel - II-PL480  - LoC Cooperative Acquisitions - EOD
• Middle East - Excel - PK-PL480 - LoC Cooperative Acquisitions - EOD
• Middle East - Excel - MECAP - LoC Cooperative Acquisitions - EOD

Requirements

• Input file should be Excel with a column for 001 (MMS ID) and a column for 980 $f (Vendor Invoice Number). For example:

• The Vendor Invoice Number should be the same for all material in a shipment.

Results

• Items:
  • Item Policy: Regular Loan (01)
  • Library/Location: Widener Library/Offsite Storage (HD)
  • Material Type: Book
  • Items load as Process Type: Acquisition / Status: Item Not in Place
  • Barcode: Value from 049 $b

• Orders:
  • Acquisition Method: Technical
  • PO Line Owner: Widener Library Acquisitions (Middle East)
  • Reporting Code: Print^Monographs (7031)
  • Type: Print Book - One Time
  • Vendor Invoice Number: Value from 980 $f
    • Note: These orders will not be invoiced. However, POLs with the same Vendor Invoice Number package into the same PO, simplifying the receiving process.