Skip Navigation LinksHome > Support > BestMARC > Documentation > Importing

Importing



Overview

A file of MARC records can be imported into BestMARC in order to browse, find errors, search, and make changes on the Import tab:

Import

A global edit imageGlobal Edit or workflow imageWorkflow can be selected to perform standardization (including enhancements imageEnhancements) when you bring your records into BestMARC.

After a file has been imported and any additional processing has completed, your records will appear in the My Records grid. Use checkpoints imageCheckpoints to view a side-by-side comparison of the original record and changes made by the selected processing options.

Files to Import

Typically there are two kinds of MARC files:

  • New Records - A file of new records that has never been in your automation system before.

  • Existing Records - A file of records that are already in your automation system that you want to update.

Use BestMARC™ to manage both kinds of files. The process of putting the records back into your library automation system may vary depending on if the records are new or existing.

New Records

New records are records that have never been in your library automation system before. These are typically vendor records or records you have found online or using other software. You will typically already have a MARC file or several MARC files depending on your source.

Existing Records

If you have records that are already your library automation system and would like to update, follow our Instructions to export your file from you automation system. Choose Export records from my LAS and follow the instructions.

Import

  • Click the Import tab if it is not already selected, or select File > Import MARC file from the menu on the My Records tab.

    Import

  • The Storage text displays how many records your organization can hold in BestMARC and how much of that space is already used. Use the Account page to see more detailed storage information for all users. If your file exceeds your storage capacity, the file will not be loaded into BestMARC.

  • The Options button displays the selected import option that will run on import (defaults to Import Only). Click it to open the selection window:

    Run on import...

    Select a global edit imageGlobal Edit or workflow imageWorkflow if you want to automatically perform standardization on this file. Otherwise select Import Only.

  • Click Select files...

    Browse your computer for the MARC files you would like to import and select them. Select multiple files by holding down the Ctrl key on your computer. Only MARC files are allowed.

  • The file names and sizes for the files you have selected are displayed. Click Start Upload.

  • The selected files are uploaded to the BestMARC™ servers.

    • If there were any errors, a message is displayed. Fix the problem and try again.
    • A progress bar is shown during uploading:

      Uploading

  • A new tab opens:

    Running

    The records are processed with the chosen options and added to the My Records grid. The Status of the import is periodically updated on this tab. You can continue working in BestMARC or close it and your import will continue processing.

  • When your import has finished, a report appears in the same tab.

    Report

    You can now close this tab by clicking the X in the tab's header.

  • If you would like to view the report again, it can be viewed again from the Activity Log of the Account page. Click on the Report link in the Detail column of a Global Edit Run event.

    Activity Log Report

Import from Downloads tab

Exported MARC files can be directly imported back into BestMARC™ from the Downloads tab. Use this feature to easily pass MARC records among colleagues.

Select the MARC Records file in the grid to import, then do one of the following:

  • Right-click a row and select Import from the menu that pops up.

    Context menu

  • Select the File > Import item from the grid's menu.

    File menu

  • A new tab opens while the records are imported and added to the My Records grid. The Status of the import is periodically updated on this tab. You can continue working in BestMARC™ or close it and your import will continue processing.

    A message appears in the same tab when the file has finished importing.


< Previous: Working with My Records Next: Defaults and Record Templates >
Skip Navigation LinksHome > Support > BestMARC > Documentation > Importing

This message is for Customer Service.

If you have a User ID please enter it in the notes field.

Your Name
Your Library
Your Automation System
Your Phone #
E-Mail
Your Location

I'd Like to...

Check all that apply.







Thank you. We'll get back to you as soon as we can.
If it's between 8am - 5pm Mon-Fri (central) you can also call us at 1-800-824-6272.
1-800-824-6272
Hours: 7am-5pm Central
Copyright
Mitinet 2017 ©
All rights reserved
(GDWEB2)