Koha/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tt
Nicole C. Engard 8e0fa49184 Bug 7936: Tools Help for 3.8
This updates the tools help files and adds a new
help file for the new upload cover images tool.

Signed-off-by: Chris Cormack <chrisc@catalyst.net.nz>
2012-04-13 16:12:26 +02:00

46 lines
2 KiB
Text

[% INCLUDE 'help-top.inc' %]
<h1>Manage Staged MARC Records</h1>
<p>Once you have staged your records for import you can complete the import using this tool.</p>
<ul>
<li>From the list of staged records, click on the file name that you want to finish importing
<ul>
<li>You will note that records that have already been imported will say so under 'Status'</li>
</ul>
</li>
<li>A summary of your import will appear along with the option to change your matching rules</li>
<li>Below the summary is the option to import the batch of bib records using a specific framework
<ul>
<li>Choosing a framework other than 'Default' isn't necessary, but it's helpful for running reports and having the right bib level item type selected on import.</li>
</ul>
</li>
<li>Below the framework selection there will be a list of the records that will be imported
<ul>
<li>Review your summary before completing your import to make sure that your matching rule worked and that the records appear as you expect them to</li>
</ul>
</li>
<li>Click 'Import into catalog' to complete the import</li>
<li>Once your import is complete a link to the new bib records will appear to the right of each title that was imported</li>
<li>You can also undo your import by clicking the 'Undo import into catalog' button</li>
</ul>
<p>Records imported using this tool remain in the 'reservoir' until they are cleaned. These items will appear when searching the catalog from the Cataloging tool:</p>
<p>To clean items out of the 'reservoir':</p>
<ul>
<li>Visit the main screen of the Manage Staged MARC Records tool</li>
<li>To clean a batch, click the 'Clean' button to the right</li>
<li>You will be presented with a confirmation message
<ul>
<li>Accept the deletion and the records will be removed from the reservoir and the status will be changed to 'cleaned'</li>
</ul>
</li>
</ul>
<p><strong>See the full documentation for the Managing Staged MARC Records in the <a href="http://manual.koha-community.org/3.8/en/managestaged.html">manual</a> (online).</strong></p>
[% INCLUDE 'help-bottom.inc' %]