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pergamonmu:plugins:ukmarc_importer [2017/08/09 12:38] admin created |
pergamonmu:plugins:ukmarc_importer [2017/08/09 15:40] (current) admin |
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====== UKMARC Import Plugin ====== | ====== UKMARC Import Plugin ====== | ||
- | Article in process. | + | ---- |
+ | {{:pergamonmu:info048.png?nolink |Information}}As with all Pergamon Plugins, the UKMARC Importer exists as a separate application located in the Pergamon application directory but should **NOT** be executed separately. Instead, start the application from within the Pergamon managerial toolbar menu. In order to work correctly and communicate with the correct database, ensure that the [**Connection**] toolbar icon is **GREEN**. | ||
+ | ---- | ||
+ | |||
+ | The UKMARC Import Plugin is designed to import catalogue item files from a range of UK Distributors who use the UKMARC format, or a variant of it. At this time, the UKMARC Importer has been confirmed for use with: | ||
+ | |||
+ | * Peters | ||
+ | |||
+ | A number of additional suppliers have been tested, but further work is being undertaken before final confirmation is made. | ||
+ | |||
+ | ===== Loading Data ===== | ||
+ | |||
+ | {{:pergamonmu:plugins:import-ukmarc-progress.png?direct&200 |}}The first step in using the importer is to select the [**Add**] toolbar icon to select an import file. On selection the file will be displayed in the left hand list. | ||
+ | |||
+ | While it is possible to select multiple files and build a stock of files for import in the list, it is //recommended// to import only one file at a time to reduce the chances of visually missing erroneous or problematic data. Files can be removed from the list by selecting a file followed by the [**Remove**] toolbar icon. | ||
+ | |||
+ | Once at least one file is in the list, select the [**Load**] toolbar icon to open the file(s) and load the data into the importer. At this point, the data is **NOT** written to the database and will not change any active reader records. | ||
+ | |||
+ | ===== Load Options ===== | ||
+ | |||
+ | Before loading, you may wish to alter one of the three options available: | ||
+ | |||
+ | * **__Automatically Connect Existing Properties__** - This option allows the importer to try and match imported fields with fields that already exist in the database. | ||
+ | * **__Remove existing import records before import__** - This option removes all previous UKMarc import data from the import buffer before processing. | ||
+ | * **__Always create a new core record__** - Do not try to connect the record to an existing core record, and instead create a new unique and core record combination. | ||
+ | |||
+ | It is recommended that all three of these options remain **ON**. | ||
+ | |||
+ | ===== Processing The Data ===== | ||
+ | |||
+ | UKMarc data requires no intermediate processing by the user. | ||
+ | |||
+ | ===== Writing The Data ===== | ||
+ | |||
+ | Once the records have been loaded into the UKMarc import buffer, they can be written into the live database. | ||
+ | |||
+ | Select the [**Write**] toolbar icon to write the records to the database. | ||
+ | |||
+ | ===== Using the new records ===== | ||
+ | |||
+ | {{ :pergamonmu:general:general-bookmarks-lists.png|Recently Imported List}}At the point of import, new UKMarc record are not accessioned and therefore have no local HID (Accession or Barcode Number). | ||
+ | |||
+ | In order to uniquely identify records that have been imported into the database, HID numbers are created in the format: | ||
+ | |||
+ | * imported_rcn########### | ||
+ | |||
+ | Where the suffix is created from the unique RCN (record control number) imported from the UKMarc data file. | ||
+ | |||
+ | In order to assist in identifying the new items and replacing this temporary HID with a true accession number, a pre-defined [[pergamonmu:general:bookmarking_and_lists|List]] called [**Recently Imported**] is provided with all Pergamon databases which displays only those items with this HID pattern. As items in the list are updated with new Accession numbers, the list will diminish. | ||
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