This is a brief summary of the import. The contents of this and other tabs may change based on the import you've selected.

Settings

Name

Enter a name for this saved import.

Created

Displays the name of the operator who created the import and their Site ID Code. It cannot be edited.

Notes

Enter general usage notes about the import here. Something like, "Only perform this import at the end of each month!"

Favorite

Save this to your favorites list for easy access.

Shared

Share this with other operators in your library or union. This is often helpful when particular imports are used frequently.

This is where you configure how title and copy information is imported into your database.

Import Settings

Add or Update Titles & Copies

Add or update title and copy records. Copies will only be updated if they belong to the associated title record.

Add Titles & Copies

Add new title and copy records. Titles and copies cannot be updated with this setting.

Update Copies

Modify copy data in your collection based on the copy barcode. Title fields will be ignored.

Always add at least one Copy

This option specifies that at least ONE new copy is always added when the Title is added or modified. When adding a copy, the next available barcode is used. If one or more copies are added when the title is added or modified, additional copies are NOT added.

Before Importing

Skip First Record if Field Mapping

This is usually recommended when the first record in your import file contains an unrecognized header. The setting will ignore recognized COMPanion headers so they are imported properly.

Barcode Handling

The following settings determine if the barcodes in your import file will be retained or reassigned starting with the barcode number shown in the field below.

Staring Textbook Barcode

When a new item barcode number is required, Textbook Tracker will assign numbers beginning with the value you enter in this field. If a barcode is already in use, a new barcode will be automatically selected.

Always Assign New Barcodes

All item barcodes will be reassigned using the Starting Textbook Barcode number (above). If you know for sure that your vendor assigned “dummy” barcode numbers with your MARC records, you'll want to use this option to force Textbook Tracker to assign new barcode numbers according to the Next Barcode setting in your Patron Defaults preferences.

Never Reassign Barcodes

Trying to add copy data with duplicate barcode numbers will cause the imported record to be ignored. Use this setting if you want existing copy data to be updated, not reassigned.

Reassign Only Duplicate Barcodes

Imported barcodes that already exist in your database (duplicates) will not be reassigned. (Default)

Use these settings to schedule this import to run on a regular basis.

Settings

Schedule

Check this box to unlock the scheduling options.

Frequency

This menu allows you to specify how often you would like to repeat your import: Once, Daily, Weekly, Monthly, or Yearly.

On

The options here depend on the frequency you selected above.

Once. Choose the date to run this import.

Daily. On options are not necessary if the import is run daily.

Weekly. Choose the day of the week to run this import.

Monthly. Choose the date the import will run each month.

Yearly. Choose the month and date the import will run each year.

At

Choose the time of day, including a.m. or p.m., to run the import.

Here you can enable an email confirmation to be sent to the recipient(s) of your choice once the import is complete.

Settings

Enable Email Notification

Check this box if you want to enable email notifications to be sent upon completion.

Email Notification To

Enter the recipient email addresses. You can provide more than one email address separated by commas.

• • For example: johndoe@examplelibrary.com,janedoe@examplelibrary.com

You can import new or update existing textbooks from a record database stored on an FTP server. The options in this tab allow you to specify the (secure) FTP server URL and username/password credentials so Textbook Tracker can locate the import file.

If the connection

An import without a valid FTP connection is treated as if the FTP connection worked, but there was no file to import. In other words, no import is performed and the operations manager logs the data as shown for the notification email.

If more than ONE file is at the specified path (the path is a directory, not a single file), each file generates a separate operation entry in the operations manager. This means the download operation is separate from the import operation. For example, if there is a single file, this operation downloads it and schedules it in the operations queue. Although this operation is an import, the import is scheduled in a separate operation, just as if the user did and “immediate” import.

Settings

Protocol

Click here to choose FTP or FTPS (secured by SSL).

Host

Enter the host name or IP address of the FTP server without the URL protocol, such as myserveraddress.com.

Port

By default, FTP runs over port 21 and FTPS runs over port 990. You can manually enter a different port, if necessary.

Path

Enter the full path to the file, including directories and the filename, such as /directory/subdirectory/filename.txt.

Username and Password

Enter your FTP login credentials. If your FTP server is configured to allow anonymous connections, the username and password may not be necessary.

Field Mapping