Scenario - Import Electronic Resources

You have a spreadsheet containing basic title information such as the name of the resource and it’s URL. You want to add this to Alexandria so that it is searchable without having to hand enter each record.

Supported Data Formats

• Tab-delimited must include Copy Barcode

Import Settings

• Add Titles. Selected. Adding title records only. Copy settings are ignored.

• Title Update Matching. This setting is ignored in this case.

• Always add at least one Copy. This should be unchecked in this case. Adding title records only. Copy settings are ignored.

Before Importing

• Archive Before Import. Typically you will want to ensure this option is checked to perform an archive before proceeding with the import. This is optional when running multiple files in succession where a single archive is sufficient, and you already have created one. An archive allows you an immediate restore option, to be used as a last resort, in the event you find a significant error with the import data or settings.

• Skip First Record if Field Mapping. This option 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. Adding title records only. Copy settings are ignored.

• Reassign Only Duplicate Barcodes. This option should be checked.

• Remove Leading Alpha Characters. This should be unchecked in this case. Adding title records only. Copy settings are ignored.

Title Options

• Default Title Policy / Use Call Number Policy Mapping. Select the most appropriate item policy for your library. Either select the default policy for any new titles, or, select to let the system determine these based on call number, if Policy Mapping has been configured AND your file contains the call number.

• Replace MARC Records on Title Match. This setting is ignored and should be left unchecked in this case.

Copy Options

• Site. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Only Import Copies with This Copy Location. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Copy Shelving. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Funding Source. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Vendor. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Policy / Use Call Number Policy Mapping. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Set New Copies as ‘In Processing'. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Copy Location. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

• Only Import Copies with Site Code. This setting is ignored in this case. Adding title records only. Copy settings are ignored.

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