Nancyvarkey: Protected "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

2019-02-21T11:17:20Z

Protected "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

Nancyvarkey at 10:01, 28 September 2018

2018-09-28T10:01:04Z

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PoojaMoolya: Created page with "Title: '''Import MARC file into Koha''' Contributor: Bella Tony, IIT Bombay Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay Keywords: {|border=1 |Visual Cu..."

2018-09-27T16:27:19Z

Created page with "Title: '''Import MARC file into Koha''' Contributor: Bella Tony, IIT Bombay Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay Keywords: {|border=1 |Visual Cu..."

New page

Title: '''Import MARC file into Koha'''

Contributor: Bella Tony, IIT Bombay

Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay

Keywords:

{|border=1
|Visual Cue
|Time

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

|-
| Learning Objectives
| In this tutorial we will learn to-

1.''' '''Import''' '''a '''MARC file '''into''' KOHA '''and

'''2. '''Search imported data in''' OPAC'''

|-
| Slide Number 3

System Requirement
| To record this tutorial, I am using * '''Ubuntu Linux OS 16.04 '''
* '''Koha version 16.05 '''and
* '''Firefox Web browser'''
* You may use any other web browser of your choice.

|-
| Slide 4a

Pre-requisites
| To follow this '''tutorial,''' learners should be familiar with '''Library Science.'''

|-
| Slide 4b

Pre-requisites

| To practice this tutorial, * You should have '''Koha''' installed on your system.
* You should also have '''Admin '''access in '''Koha.'''

If not, please refer to the '''Koha Spoken Tutorial''' series on this website.

|-
| Slide:

Remember that:

Importing records into Koha is done in two steps:

# '''Stage MARC records for import'''
# '''Manage staged records'''
| Importing records into '''Koha''' is done in two steps:

# '''Stage MARC records for import'''
# '''Manage staged records'''

|-
| Log into '''Koha '''as '''Superlibrarian Bella '''and her '''password'''
| To begin, let’s login to '''Koha '''with our '''Superlibrarian '''access.

|-
| Click on Tools
| On the''' Home page''', click on '''Tools'''.

|-
| Point to Catalog >> click on Stage MARC records for import
| A new page opens.

Under the '''section Catalog''', click on '''Stage MARC records for import.'''

|-
| Cursor on:

'''Stage MARC records for import'''
| A new page opens with the title '''Stage MARC records for import. '''

|-
| Point to '''Stage records into the reservoir >> '''click on '''Browse'''
| Go to the section '''Stage records into the reservoir.'''

Here''' '''click on '''Browse... '''adjacent to '''Select the file to stage. '''

|-
| Highlight- '''Downloads '''folder
| Then go to the '''Downloads '''folder.

A window '''File Upload '''opens

|-
| Highlight on '''TestData.mrc '''in '''Downloads '''folder
| Here locate the file named '''TestData.mrc'''

Recall, we had created '''TestData.mrc '''file in one of the earlier tutorial.

|-
| Cursor on: TestData.mrc

Click on Open
| Select the '''TestData.mrc''' file, if not already selected and click on the button '''Open '''at the bottom of the page.

|-
| Cursor on

TestData.mrc

Cursor on:

'''Browse...'''
| On the same page, you will see '''TestData.mrc''' as name of the file, adjacent to the tab '''Browse.'''

|-
| Click on''' Upload file'''
| Now, click on''' Upload file '''button at the bottom of the page.

|-
| Cursor on:

'''Upload progress '''bar in brown color
| You will see the '''Upload progress '''bar in brown color.

|-
| Show

'''Upload '''is complete upto '''100%'''
| After the '''Upload '''is complete upto '''100%, '''we are prompted to fill in the some details.

|-
| Cursor on:

'''Comments about this file:'''

Type:

'''Book Data'''
| First, fill the '''field''' for '''Comments about this file.'''

This is useful for identifying the uploaded file in '''KOHA.'''

I will enter '''Book Data.'''

|-
| Cursor on '''Record type: '''

Cursor on '''Bibliographic'''
| Next is '''Record type: '''

Here, '''Koha '''by default selects '''Bibliographic.'''

|-
| Cursor on '''Character encoding: '''

Cursor on '''UTF-8 (Default)'''
| Similarly for '''Character encoding, Koha '''by default selects, '''UTF-8 (Default)'''

|-
| Cursor on:

'''Look for existing records in catalog?'''
| Next come to the '''section Look for existing records in catalog?'''

|-
| Cursor on: '''Record matching rule: '''

Cursor on: '''Do not look for matching records'''

Cursor on: '''ISBN/ISSN number'''
| Under this '''section''', go to '''Record matching rule: '''

* '''Koha '''by default, selects '''Do not look for matching records'''
* If you want to match existing records, select another option from the drop down i.e.-

*
** '''ISBN/ISSN number'''.

|-
| Cursor on: '''Action if matching record found: '''

Cursor on: '''Replace existing record with incoming record'''
| Now we come to '''Action if matching record found: '''

'''Koha '''by default, selects '''Replace existing record with incoming record.'''

|-
| Cursor on: '''Action if no match is found:'''

Cursor on: '''Add incoming record'''
| Then comes '''Action if no match is found:'''

'''Koha '''by default, selects '''Add incoming record'''

|-
| Cursor on: '''Check for embedded item record data'''

Cursor on:

'''Yes'''

'''No'''

Cursor on '''Yes'''
| Next, we come to the section''' Check for embedded item record data.'''

There are two options here# '''Yes '''and
# '''No'''

'''Koha '''by default, selects '''Yes.'''

|-
| Cursor on: '''How to process items:''' >> cursor on: '''Always add items'''
| For '''How to process items:''', '''Koha '''by default selects, '''Always add items.'''

|-
| Highlight-

* '''Add items only if matching bib was found'''
* '''Add items only if no matching bib was found'''
* '''Replace items if matching bib was found (only for existing items)'''
| There are other options, as well.

You may choose any of these options as per your preference.

|-
| Click on '''Stage for import '''at the bottom of the page

Cursor on:

'''Job progress '''in a Blue colored bar.
| Click on the '''Stage for import '''button at the bottom of the page.

You will see '''“Job progress” '''in a blue colored bar.

|-
| Cursor on: '''Stage MARC records for import'''
| When the progress is complete upto '''100%''', a new page opens with heading '''Stage MARC records for import.'''

'''Note that: '''

Now, we have successfully imported the data which we had in our '''Excel '''sheet.

|-
| Cursor on:

'''MARC staging results :'''* '''Processing bibliographic records'''
* '''5 records in file'''
* '''0 records not staged because of MARC error'''
* '''5 records staged'''
* '''Did not check for matches with existing records in catalog'''
* '''15 item records found and staged'''
| It has the following details.

'''MARC staging results :'''* '''Processing bibliographic records'''
* '''6 records in file'''
* '''0 records not staged because of MARC error'''
* '''6 records staged'''
* '''Did not check for matches with existing records in catalog'''
* '''6 item records found and staged'''

|-
| Narration only
| Note that you will see a different value on your '''Koha '''interface, as per your '''.mrc''' data.

|-
| Highlight both options:

'''+Stage MARC records'''

'''-Manage staged records'''
| On this same page, above the title, you will see two options:

'''+Stage MARC records '''and

'''-Manage staged records'''

|-
| Cursor on-

'''+Stage MARC records'''
| Note that-

I will not click on '''+Stage MARC records '''as I have already imported the '''Excel''' file i.e. '''TestData.'''

|-
| Cursor on-

'''+Stage MARC records'''
| If you need to import any other file then click on '''+Stage MARC records.'''

And follow the steps as mentioned earlier.

|-
| Cursor on:''' Catalog'''

Click on '''Manage staged records'''
| Next, we have to manage the imported records in '''KOHA Catalog.'''

So, click on '''Manage staged records.'''

|-
| Cursor on:

'''Manage staged MARC records › Batch 6'''
| A new window '''Manage staged MARC records › Batch 6, '''opens.

|-
| Highlight:* '''File name: TestData.mrc'''
* '''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.* '''File name: TestData.mrc'''
* '''Comments: Book Data'''
* '''Type: Bibliographic records'''
* '''Staged: 2018-09-14 11:36:51'''
* '''Status: Staged '''

|-
| Cursor on:

* For '''Matching rule applied: Do not look for matching records'''
* For '''Action if matching record found: Add incoming record'''
* For '''Action if no match found: Add incoming record '''and
* For '''Item processing: Always add items'''

| And for the following fields tabs, '''Koha''' by default, selects these entries from the drop down.

* For '''Matching rule applied: Do not look for matching records'''
* For '''Action if matching record found: Add incoming record'''
* For '''Action if no match found: Add incoming record '''and
* For '''Item processing: Always add items'''

|-
| Narration only
| But, you can change these entries from their respective drop-downs, as per your requirement.

|-
| Cursor on:

'''Apply different matching rules'''
| Next is the button named '''Apply different matching rules.'''

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

I will skip this button and move ahead.

|-
| Cursor on:

'''Add new bibliographic records into this framework:'''

Select:

'''Book'''
| Now locate''' Add new bibliographic records into this framework:'''

And from the drop down, I will select '''BOOKS'''

Again, you may select as per your requirement.

|-
| Click on '''Import this batch into the catalog'''
| Now come to the section '''Manage staged MARC records › Batch 6'''

I will click on the tab '''Import this batch into the catalog '''at the bottom.

|-
| Cursor on:

'''Citation'''
| However, before clicking we will go through the '''section Citation.'''

|-
| Highlight The number of records with the details
| Please note the particular numbers

Note that, you will see a different number with the details that we have imported from '''Excel.'''

|-
| Click on the button- '''Import this batch into the catalog'''
| Now, we will click on the button named '''Import this batch into the catalog '''at the bottom.

|-
| Cursor on '''Job progress.'''

Cursor on: '''Manage staged MARC records › Batch 6 '''
| When we do so, the '''Job progress bar '''appears.

When the progress is complete upto '''100%''', a new page opens.
* With the heading '''Manage staged MARC records › Batch 6'''

And the following details which were entered earlier.

|-
| Click on: '''Undo import into catalog'''

| It is possible to undo your import.

Incase, you found a mistake in the imported data:

to correct it, do the following,

* click on the tab '''Undo import into catalog''' at the bottom of the section.

|-
| Narration only
| I will not click here

|-
| Cursor on''', Completed import of records'''
| Next is '''Completed import of records.'''

|-
| Highlight all >> '''Added, Updated'''
| Here you will see the details of the records''' added, updated '''and so on.

|-
| Cursor on: '''Citation '''
| Then you will see the section '''Citation, '''with the details that have been imported.

|-
| Cursor on:

* '''Record '''

| Once the import is complete, a link to the new '''Record '''will appear.

This is visible to the right side of each '''Citation''' that was imported.

|-
|
| Now we will confirm whether the titles are added in the '''Catalog '''or not.

|-
| Cursor on the field for '''Search the catalog'''
| To do so, at the top of the same page, locate the field for '''Search the catalog.'''

|-
| '''Type any of the Title from the imported record from the Citation section'''

'''Type- Inorganic chemistry Housecroft, Catherine E.'''
| I will now do a small test to confirm the imports of '''records''' into '''Koha'''.

So, I will type one of the titles from the imported record in the '''Citation '''section.

|-
| '''Click on the Submit'''
| Then, click on the '''Submit''' button at the right side of the '''field'''.

|-
| Cursor on:* '''Inorganic chemistry Housecroft, Catherine E.'''
| A new page opens-* '''Inorganic chemistry Housecroft, Catherine E.'''

|-
| Narration only
| '''Koha''' shows the searched '''Title''' result, which proves that '''records''' are imported properly.

|-
| Narration only
| With this we have completed importing '''MARC '''into''' Koha.'''

|-
| '''Summary'''

In this tutorial we learnt to:

* 1.''' '''Import''' '''a '''MARC file '''into''' KOHA'''
* '''2. '''Search imported data in''' OPAC'''

| '''Summary'''

In this tutorial we learnt to:

1.''' '''Import''' '''a '''MARC file '''into''' KOHA '''and

'''2. '''Search imported data in''' OPAC'''

|-
| '''Assignment-'''

Use the 10 records of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA'''

'''Hint:'''

Please refer to the tutorial,

'''Conversion of Excel data '''to''' Marc 21 format.'''
| '''Assignment-'''

Use the 10 records of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA'''

'''Hint:'''

Please refer to the tutorial,

'''Conversion of Excel data '''to''' Marc 21 format.'''

|-
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:

About '''Spoken Tutorial project'''* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
* It summarises the Spoken Tutorial project.
* If you do not have good bandwidth, you can download and watch it.

| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The video at the following link summarizes the '''Spoken Tutorial project.'''

Please download and watch it.

|-
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:

'''Spoken Tutorial''' workshops

The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials
* Gives certificates for those who pass an online test
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]

| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"|

The''' Spoken Tutorial Project''' Team:* conducts workshops and
* gives certificates.

For more details, please write to us.

|-
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Slide:

Forum for specific questions
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Please post your timed queries in this forum.

|-
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:

Acknowledgement

* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
* It is supported by the '''National Mission on Education through ICT, MHRD, Government of India'''
* More information on this Mission is available at
* [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro]

| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''

More information on this mission is available at this link.

|-
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"|
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| This is Bella Tony from IIT Bombay signing off.

Thank you for joining.

|}

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Koha-Library-Management-System/C3/Import-MARC-to-Koha/English - Revision history

Nancyvarkey: Protected "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))

Nancyvarkey at 10:01, 28 September 2018

PoojaMoolya: Created page with "Title: '''Import MARC file into Koha''' Contributor: Bella Tony, IIT Bombay Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay Keywords: {|border=1 |Visual Cu..."