Koha/koha-tmpl/intranet-tmpl/prog/en/modules/help/tools/manage-marc-import.tt
Jonathan Druart b08913370f Bug 18817: Update links manually
Without the anchor it is not possible to retrieve the html page, so
these occurrences have been updated manually (and yes it was painful)

Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de>

Signed-off-by: Marcel de Rooy <m.de.rooy@rijksmuseum.nl>

Signed-off-by: Jonathan Druart <jonathan.druart@bugs.koha-community.org>
2017-08-25 10:22:14 -03:00

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2.2 KiB
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[% 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>
<li>Matches will appear with info under the 'Match details column' and when clicking the 'View' link under 'Diff' you can see the difference between versions.</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://koha-community.org/manual/[% helpVersion %]/html/03_tools.html#staged-marc-record-management">manual</a> (online).</strong></p>
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