Importing Authority Records from the Staff Client

For an alternate method of importing authority records, read Importing Authority Records from Command Line.

To import a set of MARC authority records from the MARC Batch Import/Export interface:

  1. From the Evergreen staff client, select Cataloging → MARC Batch Import/Export. The Evergreen MARC File Upload screen opens, with Import Records as the highlighted tab.
  2. From the Record Type drop-down menu, select Authority Records.
  3. Enter a name for the queue (batch import job) in the Create a New Upload Queue field.
  4. Select the Import Non-Matching Records checkbox.
  5. Click the Browse button to select the file of MARC authorities to import.
  6. Click the Upload button to begin importing the records.

    The screen displays "Uploading… Processing…" to show that the records are being transferred to the server, then displays a progress bar to show the actual import progress. When the staff client displays the progress bar, you can disconnect your staff client safely. Very large batches of records might time out at this stage.

  7. Once the import is finished, the staff client displays the results of the import process. You can manually display the import progress by selecting the Inspect Queue tab of the MARC Batch Import/Export interface and selecting the queue name. By default, the staff client does not display records that were imported successfully; it only shows records that conflicted with existing entries in the database. The screen shows the overall status of the import process in the top right-hand corner, with the Total and Imported number of records for the queue.