How helpful was this page?
Related Blog Posts
Blog Posts
-
Say cheese! All about patron pictures
created by
Aug 10, 2022
-
Assigning policies–the complete guide
created by
Mar 23, 2022
-
Update title records with exports & imports? Yes, you can!
created by
Jan 19, 2022
-
Getting equipped: Cataloging items for your library
created by
Jan 13, 2022
-
Saved field mapping—Easy peasy imports
created by
Feb 10, 2021
-
As you like it—Import Headings
created by
Nov 30, 2018
-
Importing MARC Records from a Vendor
created by
Oct 19, 2018
-
New Copies? In Processing
created by
Oct 06, 2014
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.