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Info

this info and scenario tab has been moved to https://support.goalexandria.com/operations/import/import-items/#copiesupdate

Update Copies

This is used to modify existing Copy Records. Select this option to modify Copy data in your collection based on the Copy Barcode. Title fields are ignored. This is valid for Tab Delimited import data only. For each import record, only the Copy fields are examined and if matching Barcodes are found, that copy record is updated. All non matching Barcodes are logged as an error. An import file without the Barcode field is an error, which is logged and the import is then terminated.

Reject Import File. If the import file isn't a Tab Delimited file, this is an error and the import will be terminated with "MARC data can't be used with this Import Rule. Import Canceled." in the Summary. If Copy Barcode field isn't defined in the import this is an error and the import is terminated with "Copy Barcode required in import records. Import Canceled." in Summary.

Ignore Rules. Title and Copy Options; Always add at least one Copy; Barcode Handling settings; and blank import lines, i.e. those that do not contain data.

Record Error Logging: If the Barcode doesn't match a Copy record, the record is ignored and logged in the Summary. "Barcode {#} not found, record ignored."

If a Barcode matches, that Copy record is updated.

The Summary file ends with:

    • Copy Records Examined xxxx
    • Copy Records Updated xxxx
    • Copy Records Ignored xxxx
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Scenario - Import Update Copies

You would like to change or fix certain data that is either harder to do in the management windows or utilities (e.g. working off a spreadsheet) or not possible / practical in these modules. For example, adding serial number, location, or shelving information to copies or standardizing / correcting the cAsE or punctuation used in call numbers. You must include the copy barcode for the copy records you wish to update, along with the data you are trying to add or change in a tab delimited file.

Supported Data Formats
  • Tab-delimited must include Copy Barcode
Import Settings
  • Update Copies. Selected. Since this option only allows you to modify copy data, other settings are ignored.
  • Always add at least one Copy. This should be unchecked and ignored in this case.
  • Title Update Matching. Copy Barcode selected. Matching on copy barcode for updating copy records only.
Before Importing
  • Skip First Record if Field Mapping. This setting should be checked if you have included a header row in your spreadsheet. Leave it unchecked if there is no header row identifying the column contents.
Barcode Handling
  • Starting Item Barcode. This setting is ignored in this case. Updating copy records only.
  • Reassign Only Duplicate Barcodes. Selected.
  • Remove Leading Alpha Characters. This setting should be unchecked and is ignored in this case. Updating copy records only.
Title Options
  • Default Title Policy / Use Call Number Policy Mapping. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Replace MARC Records on Title Match. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
Copy Options
  • Site. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Only Import Copies with Site Code. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Copy Location.  This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Only Import Copies with This Copy Location. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Copy Shelving. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Funding Source.This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Vendor. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Policy / Use Call Number Policy Mapping. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.
  • Set New Copies as ‘In Processing’. This setting is ignored in this case. Updating copy records only. Title AND Copy settings are ignored.