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Configuring External Search (5 min)
Importing Bibliographic, Inventory and Order Records in Batch (9 min)
Import Profiles (9 min)
Alma Collaborative Network
Cataloging Activities in the Network Zone, Part 2: Import Profiles
Note about this week’s training:
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Copy & Overlay - overlay the existing record with the imported record (don't retain anything). You would use this if you create brief records at the time of ordering and do full cataloging when the item is in hand.
Copy & Merge - merge the 2 records into 1 (using merge rules). Merge method set for MD editor in Alma Configuration > Resources >Other Settings and in the external search profile for the external search profile
Merge Preview: allows you to preview what the merged record looks like
4. Import record
Use the Form Editor (Edit >> Open Form Editor or Ctrl+F) to edit fixed fields
To use controlled vocabulary (example: 041$$a) put cursor in the field, backspace and select option.
To use drop-downs (example: 260 $$a or 260 $$b) type the first three letters, choose option
To use the authority lookup tool, type at least three characters of the author’s name or subject heading in the record and press the F3 key on your keyboard to display a list of suggestions.
Note: Alerts are hard-coded; mandatory alerts can be added
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