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.

Overview

Staff should only use import profiles that they have received training to use and for which a sandbox load using the profile has been approved. List of approved staff. 

Please read Ex Libris' instructions on Importing Records Using an Import Profile. 

A normalization routine is used to clean-up the bib records after each load: https://github.com/cbaksik/Alma/blob/master/NormRules/zSYS%20-%20Data%20Load%20Cleanup.txt

When reporting problems with a specific file load, please include the Job ID. 

HUA Profile - Mat Type Other

Input File Requirements

• MARCXML
• character encoding UTF8

Minimum Required Fields

• LDR with valid length and encoding, such as #####nam#a22######u#4500
• 008 with valid length and encoding, including 07-10 with pub year, and 35-37 language
• 245 subfield a (or k for archival materials)

Identifiers

• This profile matches on 001 field. Alma MMS ID should be in the 001 field to add holdings/items to existing records. Otherwise no 001 field is required. 

Holding and Item Creation (optional)

• This profile can be used to create a holding and item with the bib. This profile cannot be used to create a holding only. 
• 852 $b and $c will be used to create a holding and item. If subfields 2,h,i,x,z are present, they will be mapped to the 852 of the holding. 
• If 852 is absent no holding or item will be created
• Item details: 
  • Material Type will be Other
  • Item will load as "Item in place"
  • Optional: Barcode will be mapped from 049 $b if present. If 049 $b is absent, a system-supplied barcode will be generated
  • Default item policy will be: Special Collections requestable (91)
    • If a different policy is required, it should be included in 049 $c and it must be the item policy code only, e.g.: 01. This will only take effect if there is also a barcode in 049 $b. 
• If 909, 920, 977 are present in the input file, they will be mapped to the holdings. 

Matching

• This profile matches on 001 field. 
• The input file should have the Alma MMS ID in the 001 field if the intent is to add additional holdings/items to existing Alma records. 
• To load new, unique records, no 001 field is required.