View source for Koha-Library-Software/C4/Import-MARC-file-into-Koha/English

'''Title of the Script: Import MARC file into Koha'''

'''Author: '''Maya Hans and Vaibhavi Satardekar

'''Keywords:''' Koha, Koha 24.05, Koha Library System, Staging records, Import records, Manage staged records, TestData.mrc, UTF-8 encoding, Record management, Video Tutorial.

'''Prerequisite: '''Compile .mrk into .mrc file

{|border=1
|-
|| '''Visual Cue'''
|| '''Narration'''
|-
|| '''Slide Number 1'''

'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Import MARC file''' into '''Koha'''.
|-
|| '''Slide Number 2'''

'''Learning Objectives'''
*Import '''.mrc '''file into ''' Koha'''

|| In this tutorial, we will learn how to:
*Import '''.mrc''' file into ''' Koha'''.

|-
|| '''Slide Number 3'''

'''System Requirements'''
*Ubuntu Linux OS v22.04
*Koha v24.05
*Firefox v131.0.3
*A working internet connection

|| To record this tutorial, I am using the following setup.
|- 
|| '''Slide Number 4'''

'''Pre-requisites'''

You should have knowledge of Library Science
|| To follow this tutorial, you should have knowledge of Library Science.
|- 
|| '''Slide Number 5'''

'''Please note'''

Importing records into '''Koha''' is done in two steps-

1. '''Stage MARC records for import'''

2. '''Manage staged records'''


|| Please note, importing records into '''Koha''' is done in two steps-

1. '''Stage MARC records for import ''' and

2. '''Manage staged records'''.

|-
|| Show '''Koha''' interface

'''Username - Bella '''

'''Password - Library@1'''

'''Library: Spoken Tutorial Library'''

Click on '''Login'''
|| To import the '''MARC''' file into '''Koha''', I have logged in as a '''Superlibrarian'''.
|-
|| Narration only
|| Please note that if you have not compiled the '''.mrc''' file in an earlier tutorial.

You may use the sample file provided in the '''Code files''' link to practice this tutorial.
|-
|| Click on '''Cataloging module'''
|| On the '''Koha''' staff interface click on the '''Cataloging''' module.
|- 
|| Point to '''Cataloging''' click on '''Stage records for import'''
||'''Cataloging''' page opens.

Click on '''Stage records for import'''.
|- 
|| Point to '''Stage MARC records for import'''
|| '''Stage MARC records for import''' page opens.
|- 
|| Point to '''Upload a file to stage''' click on '''Browse'''
|| Under the '''Upload a file to stage''' section, click on '''Browse''' adjacent to the '''File'''.
|- 
|| Point to '''File Upload'''

From the left side panel click on '''Downloads'''
|| '''File Upload''' window opens.

From the left panel click on '''Downloads'''.
|- 
|| Point to '''TestData.mrc''' in '''Downloads''' folder
|| Locate the '''TestData.mrc''' file.

Recall, we had created this file in one of the earlier tutorials.
|- 
|| Point to '''TestData.mrc'''

Click on '''Select''' button
|| Select the '''TestData.mrc''' file.

At the top right side of the window, click on the '''Select''' button.
|- 
|| Point to '''Browse'''

Point to '''TestData.mrc'''
|| We can see the '''TestData.mrc''' is selected.
|- 
|| Click on '''Upload file''' button
|| Click on the '''Upload file''' button.
|- 
|| Point to '''Upload progress''' bar in brown color
|| We can see the '''Upload progress''' bar.
|- 
|| Cursor on '''Upload''' is complete '''100%'''
|| Once the '''Upload''' is '''100%''' complete we are prompted to fill in some details.
|- 
|| Point to '''Comments about this file''' type '''Book Data'''
|| Now go to the '''Settings '''section.

In the field '''Comments about this file''', type '''Book Data'''.
|- 
|| Point to 
*'''Record type'''
*'''Bibliographic'''
*'''Character encoding'''
*'''Format'''

|| Note that the remaining fields of this section are auto-filled by '''Koha'''.

|- 
|| Point to '''Look for existing records in catalog?'''
*'''Record matching rule'''
*'''Action if matching record found'''
*'''Action if no match is found'''

|| Scroll down to the '''Look for existing records in catalog''' section.

In this section '''Koha''' auto-filled the following fields.

So we will leave it as it is.
|- 
|| Point to '''Check for embedded item record data'''

Cursor on

'''1. Yes'''

'''2. No'''
|| Under the '''Check for embedded item record data '''section we can see two radio buttons.
1.'''Yes '''and

2.'''No'''

'''Koha''' by default, selected '''Yes'''.

So, we will keep it as it is, and leave the remaining fields as such.
|- 
|| Click on '''Stage for import''' at the bottom of the page

'''MARC staging''' page

Cursor on '''Job progress''' bar
|| At the bottom of the page, click on the '''Stage for import''' button.

'''MARC staging''' page opens.

The text highlighted in blue box says '''The job has been enqueued'''.

You can see a '''Job progress''' bar.

Once the progress is '''100%'''complete the bar color changes to green.
|- 
|| Point to '''Job progress''' 

Click on '''View batch link'''
|| After the progress is '''100% finished''' click on '''View batch link'''.
|- 
|| Point to 

'''Manage staged MARC records › Batch 4'''
|| '''Manage staged MARC records''' page opens.

You may see different '''Batch''' numbers on your machine.
|- 
|| 
*'''File name: TestData.mrc'''
*'''Profile:(none)'''
*'''Comments: Book Data'''
*'''Type: Bibliographic records'''
*'''Staged: 2018-09-14 11:36:51'''
*'''Status: Staged'''

|| On this page, '''Koha''' fills the following fields with the values shown here.
|- 
|| Cursor on:
*'''Matching rule applied: Do not look for matching records'''
*'''Action if matching record found: Add incoming record'''
*'''Action if no match found: Add incoming record '''
*'''Item processing: Always add items'''

Cursor on '''Apply different matching rules'''
|| Note that the following fields are also auto-filled by '''Koha'''.

You may change as per your requirement from their respective drop-downs.

I am keeping them as such.

At the bottom of this section we can see the '''Apply different matching rules''' button.

You may click on this button to avoid the duplication of the records.

I will skip this button and move ahead.
|- 
|| Cursor on '''Add new record framework:'''

Select '''Book'''
|| Now locate the '''New record framework''' and select '''Books''' from the drop down.
|- 
|| Narration only
|| Scroll down, we can see the list of books that we are going to import.
|- 
|| Click on '''Import this batch into the catalog'''
|| Click on '''Import this batch into the catalog''' button.
|- 
|| Cursor on '''Job progress'''

Cursor on page '''Details of job'''

Click on the '''Refresh''' button

Cursor on '''Status'''
|| The text highlighted in blue box says '''The job has been enqueued'''.

Once the progress is '''100%''' complete, a new page '''Details of job''' opens.

In case the '''Status''' is showing '''Started''', click on the '''Refresh''' button.

Here we can see the '''Status''' of imported data has '''Finished'''.
|- 
|| Cursor on '''Report'''

Cursor on '''Completed import of records'''
|| The text highlighted in bluebox says '''Completed import of records'''.
|- 
|| Cursor on
*'''Number of records added-5'''
*'''Number of records updated-0'''
*'''Number of records ignored-0'''
*'''Number of item added-0'''
*'''Number of item replaced-0'''
*'''Number of item ignored-0'''

|| Also under the '''Report''' section we can see a table with following details.
|- 
|| Narration only
|| With this we have successfully imported records into '''Koha'''.
|-
|| '''Slide Number 6'''

'''Summary'''

We learned to-
*Import a '''.mrc''' file into '''Koha'''

|| Let’s quickly recap.
|- 
|| '''Slide Number 7'''

'''Assignment'''
*In the previous tutorial assignment, you compiled a '''.mrk file''' into a '''.mrc file'''
*Import that '''.mrc file''' into '''Koha'''

|| As an assignment,
*In the previous tutorial assignment, you compiled a '''.mrk file''' into a '''.mrc file'''.
*Import that '''.mrc file''' into '''Koha'''.

|-
|| '''Slide Number 8'''

'''Thank you'''
|| Thank you for joining.
|-
|}