Importing Bibliographic Records
This process is intended to show you how to import a MARC file containing bibliographic records. If you trying to import records from an Excel file, it would be better if you contact Mandarin technical services (support@mlasolutions.com).
Video Presentation
SUMMARY FOR IMPORTING MARC RECORDS FROM A FILE
To import the file:
Sign in to M5
In the "catalog" button, click the arrow and select "cataloging tools"
Click on the blue folder icon (see image to the left), select the MARC file, and click "upload"
Once the file is under "uploaded files", click on "select table" and choose "bibliographic records"
Click on "import" to the right of the uploaded file name
Step 1 of 3 will show you the records you are trying to import. Click "next"
Step 2 of 3 will show you the MARC fields for the records.
NOTE: Click the 852 field to see your holding information. 852#p should be the barcode and 852#h-i should be the call number. Please make sure this is what is expected. This information will be used by Mandarin to generate your copies. Click "next"
On the last screen (step 3 of 3), set the options as shown below and click "finish"
If a duplicate record is found (this is done be matching the ISBN number (020#a field) and you selected Prompt if duplicates are found, the Bibliographic Compare window displays
Using the four buttons, you have the following choices:
Save Existing – Saves the existing record and does not import the duplicate record. All corresponding holding records are imported. Result: One bibliographic record with all corresponding (new and old) holding records.
Replace Existing – Imports the duplicate record and replaces the existing record. All corresponding holding records are also imported. Result: One bibliographic record with all corresponding holding records.
Import – Imports the duplicate record and keeps the existing record. All corresponding holding records are also imported and linked to the duplicate bibliographic record. Result: Two bibliographic records and two sets of holdings—the existing bibliographic record and its original holdings, and the duplicate bibliographic record and its corresponding holdings.
Do not Import – Does not import the duplicate record. Result: The bibliographic record and its holding records remain the same.
Once the process is done, a summary screen will be displayed letting you know how many records were imported.