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This updates the manage staged marc files help. To test: * Visit Tools > Staged MARC record management * Click help * Confirm it's there and correct Signed-off-by: Larry Baerveldt <larry@bywatersolutions.com> Signed-off-by: Katrin Fischer <katrin.fischer.83@web.de> Signed-off-by: Tomas Cohen Arazi <tomascohen@gmail.com>
47 lines
2.2 KiB
Text
47 lines
2.2 KiB
Text
[% INCLUDE 'help-top.inc' %]
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<h1>Manage Staged MARC Records</h1>
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<p>Once you have staged your records for import you can complete the import using this tool.</p>
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<ul>
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<li>From the list of staged records, click on the file name that you want to finish importing
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<ul>
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<li>You will note that records that have already been imported will say so under 'Status'</li>
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</ul>
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</li>
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<li>A summary of your import will appear along with the option to change your matching rules</li>
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<li>Below the summary is the option to import the batch of bib records using a specific framework
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<ul>
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<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>
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</ul>
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</li>
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<li>Below the framework selection there will be a list of the records that will be imported
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<ul>
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<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>
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<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>
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</ul>
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</li>
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<li>Click 'Import into catalog' to complete the import</li>
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<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>
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<li>You can also undo your import by clicking the 'Undo import into catalog' button</li>
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</ul>
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<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>
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<p>To clean items out of the 'reservoir':</p>
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<ul>
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<li>Visit the main screen of the Manage Staged MARC Records tool</li>
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<li>To clean a batch, click the 'Clean' button to the right</li>
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<li>You will be presented with a confirmation message
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<ul>
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<li>Accept the deletion and the records will be removed from the reservoir and the status will be changed to 'cleaned'</li>
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</ul>
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</li>
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</ul>
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<p><strong>See the full documentation for the Managing Staged MARC Records in the <a href="http://manual.koha-community.org/[% helpVersion %]/en/managestaged.html">manual</a> (online).</strong></p>
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[% INCLUDE 'help-bottom.inc' %]
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