|00:01||Welcome to the Spoken Tutorial on Import MARC file into Koha.|
|00:07|| In this tutorial, we will: learn to import a MARC file into KOHA and
search imported data in OPAC.
|00:20||To record this tutorial, I am using: Ubuntu Linux OS 16.04|
|00:28||Koha version 16.05 and Firefox Web browser.|
|00:36||You may use any other web browser of your choice.|
|00:41||To follow this tutorial, learners should be familiar with Library Science.|
|00:47|| To practice this tutorial, You should have Koha installed on your system.
And, You should also have Admin access in Koha.
|00:58||If not, please refer to the Koha Spoken Tutorial series on this website.|
|01:05|| Importing records into Koha is done in two steps:
Stage MARC records for import and Manage staged records.
|01:18||To begin, let’s login to Koha with our Superlibrarian access.|
|01:24||On the Home page, click on Tools.|
|01:28||A new page opens. Under the section Catalog, click on Stage MARC records for import.|
|01:40||A new page opens with the title Stage MARC records for import.|
|01:46||Go to the section Stage records into the reservoir.|
|01:51||Here, click on Browse... adjacent to Select the file to stage.|
|01:58||A window File Upload opens. Then go to the Downloads folder.|
|02:06||Here, locate the file named TestData.mrc.|
|02:12||Recall, we had created TestData.mrc file in one of the earlier tutorial.|
|02:20|| Select the TestData.mrc file, if not already selected.
And, click on the button Open at the bottom of the page.
|02:32||On the same page, you will see TestData.mrc as name of the file, adjacent to the tab Browse.|
|02:43||Now, click on Upload file button at the bottom of the page.|
|02:49||You will see the Upload progress bar in brown color.|
|02:55||After the upload is complete up to 100%, we are prompted to fill in some details.|
|03:03||First, fill the field for Comments about this file.|
|03:09||This is useful for identifying the uploaded file in KOHA.|
|03:14||I will enter Book Data.|
|03:18||Next is Record type. Here, Koha by default, selects Bibliographic.|
|03:26||Similarly, for Character encoding, Koha by default selects UTF-8 (Default).|
|03:35||Next, come to the section Look for existing records in catalog?|
|03:41|| Under this section, go to Record matching rule:
Koha by default, selects Do not look for matching records.
|03:51||If you want to match existing records, select another option from the drop down i.e. ISBN/ISSN number.|
|04:04||Now we come to Action if matching record found.|
|04:09||Koha by default, selects Replace existing record with incoming record.|
|04:16||Then comes Action if no match is found. Koha by default, selects Add incoming record.|
|04:25|| Next, we come to the section Check for embedded item record data?
There are two options here, Yes and No.
|04:37||Koha by default, selects Yes.|
|04:41||For How to process items, Koha by default, selects Always add items.|
|04:48||There are other options, as well. You may choose any of these options as per your preference.|
|04:56|| Click on the Stage for import button at the bottom of the page.
You will see “Job progress” in a blue colored bar.
|05:06||When the progress is complete up to 100%, a new page opens with the heading Stage MARC records for import.|
|05:17||Note that now we have successfully imported the data which we had in our Excel sheet.|
|05:25||It has the following details.|
|05:28||Note that you will see a different value on your Koha interface as per your .mrc data.|
|05:36|| On this same page, above the title, you will see two options:
Stage MARC records and Manage staged records.
|05:48||Note that I will not click on Stage MARC records as I have already imported the Excel file i.e. TestData.|
|06:00||If you need to import any other file then click on Stage MARC records and follow the steps as mentioned earlier.|
|06:11|| Next, we have to manage the imported records in KOHA Catalog.
So, click on Manage staged records.
|06:22||A new window Manage staged MARC records › Batch 6 opens.|
|06:30||On this page, Koha fills the following fields with the values shown here.|
|06:37||And for the following fields, Koha by default, selects these entries from the drop down.|
|06:45||But, you can change these entries from their respective drop-downs as per your requirement.|
|06:52||Next is the button named Apply different matching rules.|
|06:57|| You may click on this button to avoid the duplication of the records in the database.
I will skip this button and move ahead.
|07:09|| Now, locate Add new bibliographic records into this framework.
And from the drop down, I will select BOOKS.
|07:20||Again, you may select as per your requirement.|
|07:25||Now, I will click on the tab Import this batch into the catalog .|
|07:32||However, before clicking we will go through the section Citation.|
|07:37|| Please note the particular numbers.
Note that you will see a different number with the details that we have imported from Excel.
|07:48||Now, we will click on the button named Import this batch into the catalog.|
|07:55||When we do so, the Job progress bar appears.|
|08:00||When the progress is complete up to 100%, a new page opens|
|08:06||with the heading Manage staged MARC records › Batch 6 and the following details which were entered earlier.|
|08:16||It is possible to undo your import. In case, you found a mistake in the imported data, to correct it do the following.|
|08:27||Click on the tab Undo import into catalog at the bottom of the section.|
|08:34||I will not click here.|
|08:37||Next is Completed import of records.|
|08:42||Here, you will see the details of the records added, updated and so on.|
|08:49||Then you will see the section Citation with the details that have been imported.|
|08:56||Once the import is complete, a link to the new Record will appear.|
|09:02||This is visible to the right side of each Citation that was imported.|
|09:08||Now, we will confirm whether the titles are added in the Catalog or not.|
|09:15||To do so, at the top of the same page, locate the field for Search the catalog.|
|09:22||I will now do a small test to confirm the imports of records into Koha.|
|09:29||So, I will type one of the titles from the imported record in the Citation section.|
|09:37||Then, click on the Submit button at the right side of the field.|
|09:43||A new page opens- Inorganic chemistry Housecroft, Catherine E.|
|09:50||Koha shows the searched Title result, which proves that records are imported properly.|
|09:58||With this, we have completed importing MARC into Koha.|
|10:04|| Let us Summarize.
In this tutorial, we learnt to import a MARC file into KOHA and search imported data in OPAC.
|10:17|| For assignment-
Use the 10 records of MARC that were converted in an earlier tutorial and import them into KOHA.
|10:29||Hint: Please refer to the tutorial, Conversion of Excel data to Marc 21 format.|
|10:37|| The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it.
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|11:10|| This is Bella Tony from IIT Bombay, signing off.
Thank you for joining.