Chapter 62. Load MARC Order Records

Table of Contents

Basic Upload Options
Record Matching Options
Default Upload Settings
Sticky Settings
Use Cases for MARC Order Upload form

The Acquisitions Load MARC Order Record interface enables you to add MARC records to selection lists and purchase orders and upload the records into the catalog. You can both create and activate purchase orders in one step from this interface. You can also load bibs and items into the catalog.

Leveraging the match sets available in the cataloging MARC batch Import interface, you can also utilize record matching mechanisms to prevent the creation of duplicate records.

For detailed instructions on record matching and importing, see Batch Importing MARC Records.

Basic Upload Options

  1. Click AcquisitionsLoad MARC Order Records.
  2. If you want to upload the MARC records to a new purchase order, then check Create Purchase Order.
  3. If you want to activate the purchase order at the time of creation, then check Activate Purchase Order.
  4. Enter the name of the Provider. The text will auto-complete.
  5. Select an org unit from the drop down menu. The context org unit is the org unit responsible for placing and managing the order. It defines what org unit settings (eg copy locations) are in scope, what fiscal year to use, who is allowed to view/modify the PO, where the items should be delivered and the EDI SAN. In the case of a multi-branch system uploading records for multiple branches, choosing the system is probably best. Single branch libraries or branches responsible for their own orders should probably select the branch.
  6. If you want to upload the records to a selection list, you can select a list from the drop down menu, or type in the name of the selection list that you want to create.
  7. Select a Fiscal Year from the dropdown menu that matches the fiscal year of the funds that will be used for the order. If no fiscal year is selected, the system will use the organizational unit’s default fiscal year stored in the database. If not fiscal year is set, the system will default to the current calendar year.