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The Load Catalog Record IDs function enables you to create line items from a list of catalog records whose record IDs are saved in a CSV file.
This would be useful if you want to batch order copies of items that your organization already owns. For example, after gathering a list of needed titles from your OPAC through a report, save the record IDs into a CSV file, upload the file into the ILS, and create a purchase order for the items.
Create a CSV file with the record ID of each catalog record in the first column of the spreadsheet. You can create this CSV file from a spreadsheet generated by a report, as suggested in the aforementioned example. You can also copy and paste record IDs from the catalog record into the CSV file.
Record IDs are auto-generated digits associated with each record. They are found in the Record Summary that appears at the top of each record.
Save the CSV file to your computer.
Click → .
Click .
The screen will display the number of terms (record IDs) that have been loaded.
Click . The records will appear as line items to which you can add copies, notes, and pricing information. Use the menu to save these items to a selection list or purchase order.
