Difference between revisions of "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English"
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|Visual Cue | |Visual Cue | ||
|Time | |Time | ||
− | |||
|- | |- | ||
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| In this tutorial we will learn to- | | In this tutorial we will learn to- | ||
− | 1. | + | 1. Import a '''MARC file '''into''' KOHA '''and |
− | + | 2. Search imported data in''' OPAC''' | |
|- | |- | ||
Line 29: | Line 28: | ||
System Requirement | System Requirement | ||
− | | To record this tutorial, I am using * '''Ubuntu Linux OS 16.04 ''' | + | | To record this tutorial, I am using |
+ | * '''Ubuntu Linux OS 16.04 ''' | ||
* '''Koha version 16.05 '''and | * '''Koha version 16.05 '''and | ||
* '''Firefox Web browser''' | * '''Firefox Web browser''' | ||
Line 45: | Line 45: | ||
Pre-requisites | Pre-requisites | ||
− | | To practice this tutorial, * You should have '''Koha''' installed on your system. | + | | To practice this tutorial, |
+ | * You should have '''Koha''' installed on your system. | ||
* You should also have '''Admin '''access in '''Koha.''' | * You should also have '''Admin '''access in '''Koha.''' | ||
Line 55: | Line 56: | ||
Remember that: | Remember that: | ||
− | Importing records into Koha is done in two steps: | + | Importing '''records''' into '''Koha''' is done in two steps: |
# '''Stage MARC records for import''' | # '''Stage MARC records for import''' | ||
# '''Manage staged records''' | # '''Manage staged records''' | ||
− | | Importing records into '''Koha''' is done in two steps: | + | | Importing '''records''' into '''Koha''' is done in two steps: |
# '''Stage MARC records for import''' | # '''Stage MARC records for import''' | ||
Line 99: | Line 100: | ||
| Highlight on '''TestData.mrc '''in '''Downloads '''folder | | Highlight on '''TestData.mrc '''in '''Downloads '''folder | ||
| Here locate the file named '''TestData.mrc''' | | Here locate the file named '''TestData.mrc''' | ||
− | |||
− | |||
− | |||
Recall, we had created '''TestData.mrc '''file in one of the earlier tutorial. | Recall, we had created '''TestData.mrc '''file in one of the earlier tutorial. | ||
Line 109: | Line 107: | ||
Click on Open | Click on Open | ||
− | | Select the '''TestData.mrc''' file, if not already selected | + | | Select the '''TestData.mrc''' file, if not already selected. |
+ | |||
+ | And click on the button '''Open '''at the bottom of the page. | ||
|- | |- | ||
Line 148: | Line 148: | ||
This is useful for identifying the uploaded file in '''KOHA.''' | This is useful for identifying the uploaded file in '''KOHA.''' | ||
+ | |||
I will enter '''Book Data.''' | I will enter '''Book Data.''' | ||
Line 164: | Line 165: | ||
Cursor on '''UTF-8 (Default)''' | Cursor on '''UTF-8 (Default)''' | ||
− | | Similarly for '''Character encoding, Koha '''by default selects, '''UTF-8 (Default)''' | + | | Similarly for '''Character encoding, Koha '''by default selects, '''UTF-8 (Default)'''. |
|- | |- | ||
Line 180: | Line 181: | ||
| Under this '''section''', go to '''Record matching rule: ''' | | Under this '''section''', go to '''Record matching rule: ''' | ||
− | * '''Koha '''by default, selects '''Do not look for matching records''' | + | * '''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.- | * If you want to match existing records, select another option from the drop down i.e.- | ||
− | |||
− | |||
** '''ISBN/ISSN number'''. | ** '''ISBN/ISSN number'''. | ||
− | |||
|- | |- | ||
Line 202: | Line 200: | ||
− | '''Koha '''by default, selects '''Add incoming record''' | + | '''Koha '''by default, selects '''Add incoming record'''. |
|- | |- | ||
Line 215: | Line 213: | ||
Cursor on '''Yes''' | Cursor on '''Yes''' | ||
− | | Next, we come to the section''' Check for embedded item record data | + | | Next, we come to the section''' Check for embedded item record data?''' |
− | There are two options here# '''Yes '''and | + | There are two options here |
+ | # '''Yes '''and | ||
# '''No''' | # '''No''' | ||
Line 224: | Line 223: | ||
|- | |- | ||
| Cursor on: '''How to process items:''' >> cursor on: '''Always add items''' | | Cursor on: '''How to process items:''' >> cursor on: '''Always add items''' | ||
− | | For '''How to process items: | + | | For '''How to process items:, Koha '''by default selects, '''Always add items.''' |
|- | |- | ||
Line 243: | Line 242: | ||
'''Job progress '''in a Blue colored bar. | '''Job progress '''in a Blue colored bar. | ||
| Click on the '''Stage for import '''button at the bottom of the page. | | Click on the '''Stage for import '''button at the bottom of the page. | ||
+ | |||
You will see '''“Job progress” '''in a blue colored bar. | You will see '''“Job progress” '''in a blue colored bar. | ||
|- | |- | ||
− | | Cursor on: '''Stage MARC records for import''' | + | | 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.''' | | 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: | | Cursor on: | ||
− | '''MARC staging results :'''* '''Processing bibliographic records''' | + | '''MARC staging results :''' |
+ | * '''Processing bibliographic records''' | ||
* '''5 records in file''' | * '''5 records in file''' | ||
* '''0 records not staged because of MARC error''' | * '''0 records not staged because of MARC error''' | ||
Line 264: | Line 263: | ||
* '''15 item records found and staged''' | * '''15 item records found and staged''' | ||
| It has the following details. | | It has the following details. | ||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
− | |||
|- | |- | ||
| Narration only | | Narration only | ||
− | | Note that you will see a different value on your '''Koha ''' | + | | Note that you will see a different value on your '''Koha interface''', as per your '''.mrc''' data. |
|- | |- | ||
Line 284: | Line 276: | ||
| On this same page, above the title, you will see two options: | | On this same page, above the title, you will see two options: | ||
− | ''' | + | '''Stage MARC records '''and |
− | ''' | + | '''Manage staged records''' |
|- | |- | ||
Line 294: | Line 286: | ||
| Note that- | | Note that- | ||
− | I will not click on ''' | + | I will not click on '''Stage MARC records '''as I have already imported the '''Excel''' file i.e. '''TestData.''' |
|- | |- | ||
Line 300: | Line 292: | ||
'''+Stage MARC records''' | '''+Stage MARC records''' | ||
− | | If you need to import any other file then click on ''' | + | | If you need to import any other file then click on '''Stage MARC records.''' |
And follow the steps as mentioned earlier. | And follow the steps as mentioned earlier. | ||
Line 309: | Line 301: | ||
Click on '''Manage staged records''' | Click on '''Manage staged records''' | ||
− | | Next, we have to manage the imported records in '''KOHA Catalog.''' | + | | Next, we have to manage the imported '''records''' in '''KOHA Catalog.''' |
So, click on '''Manage staged records.''' | So, click on '''Manage staged records.''' | ||
Line 320: | Line 312: | ||
|- | |- | ||
− | | Highlight:* '''File name: TestData.mrc''' | + | | Highlight: |
+ | * '''File name: TestData.mrc''' | ||
* '''Comments: Book Data''' | * '''Comments: Book Data''' | ||
* '''Type: Bibliographic records''' | * '''Type: Bibliographic records''' | ||
* '''Staged: 2018-09-14 11:36:51''' | * '''Staged: 2018-09-14 11:36:51''' | ||
* '''Status: Staged''' | * '''Status: Staged''' | ||
− | | On this page, '''Koha''' fills the following '''fields '''with the values shown here. | + | | On this page, '''Koha''' fills the following '''fields '''with the values shown here. |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
Line 338: | Line 327: | ||
* For '''Action if no match found: Add incoming record '''and | * For '''Action if no match found: Add incoming record '''and | ||
* For '''Item processing: Always add items''' | * For '''Item processing: Always add items''' | ||
− | + | | And for the following '''fields''', '''Koha''' by default, selects these entries from the drop down. | |
− | | And for the following fields | + | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | + | ||
|- | |- | ||
Line 356: | Line 339: | ||
| Next is the button named '''Apply different matching rules.''' | | Next is the button named '''Apply different matching rules.''' | ||
− | You may click on | + | You may click on this button to avoid the duplication of the '''records''' in the '''database'''. |
Line 371: | Line 354: | ||
| Now locate''' Add new bibliographic records into this framework:''' | | Now locate''' Add new bibliographic records into this framework:''' | ||
− | And from the drop down, I will select '''BOOKS''' | + | And from the drop down, I will select '''BOOKS'''. |
+ | |||
Again, you may select as per your requirement. | Again, you may select as per your requirement. | ||
Line 377: | Line 361: | ||
|- | |- | ||
| Click on '''Import this batch into the catalog''' | | Click on '''Import this batch into the catalog''' | ||
− | | Now come to the | + | | 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. | I will click on the tab '''Import this batch into the catalog '''at the bottom. | ||
Line 407: | Line 391: | ||
* With the heading '''Manage staged MARC records › Batch 6''' | * With the heading '''Manage staged MARC records › Batch 6''' | ||
− | And the following details which were entered earlier. | + | *And the following details which were entered earlier. |
|- | |- | ||
Line 416: | Line 400: | ||
| It is possible to undo your import. | | It is possible to undo your import. | ||
− | + | *In case, 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 | | Narration only | ||
− | | I will not click here | + | | I will not click here. |
|- | |- | ||
Line 432: | Line 414: | ||
|- | |- | ||
| Highlight all >> '''Added, Updated''' | | Highlight all >> '''Added, Updated''' | ||
− | | Here you will see the details of the | + | | Here you will see the details of the '''records added, updated '''and so on. |
|- | |- | ||
| Cursor on: '''Citation ''' | | Cursor on: '''Citation ''' | ||
− | | Then you will see the | + | | Then you will see the '''section Citation, '''with the details that have been imported. |
|- | |- | ||
Line 461: | Line 443: | ||
| I will now do a small test to confirm the imports of '''records''' into '''Koha'''. | | 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 ''' | + | So, I will type one of the titles from the imported '''record''' in the '''Citation section'''. |
|- | |- | ||
Line 468: | Line 450: | ||
|- | |- | ||
− | | Cursor on | + | | Cursor on '''Inorganic chemistry Housecroft, Catherine E.''' |
− | | A new page opens | + | | A new page opens, '''Inorganic chemistry Housecroft, Catherine E.''' |
|- | |- | ||
Line 484: | Line 466: | ||
In this tutorial we learnt to: | In this tutorial we learnt to: | ||
− | * | + | * Import a '''MARC file '''into''' KOHA''' |
− | * | + | * Search imported data in''' OPAC''' |
− | + | ||
| '''Summary''' | | '''Summary''' | ||
Line 492: | Line 473: | ||
In this tutorial we learnt to: | In this tutorial we learnt to: | ||
− | + | * Import a '''MARC file '''into''' KOHA''' | |
− | + | * Search imported data in''' OPAC''' | |
− | + | ||
|- | |- | ||
| '''Assignment-''' | | '''Assignment-''' | ||
− | Use the 10 records of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA''' | + | Use the 10 '''records''' of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA''' |
'''Hint:''' | '''Hint:''' | ||
Line 505: | Line 485: | ||
Please refer to the tutorial, | Please refer to the tutorial, | ||
− | '''Conversion of Excel data | + | '''Conversion of Excel data to Marc 21 format.''' |
| '''Assignment-''' | | '''Assignment-''' | ||
− | Use the 10 records of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA''' | + | Use the 10 '''records''' of '''MARC''' that were converted in an earlier tutorial and import them into '''KOHA''' |
'''Hint:''' | '''Hint:''' | ||
Line 514: | Line 494: | ||
Please refer to the tutorial, | Please refer to the tutorial, | ||
− | '''Conversion of Excel data | + | '''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: | | 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] | + | 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. | * It summarises the Spoken Tutorial project. | ||
* If you do not have good bandwidth, you can download and watch it. | * If you do not have good bandwidth, you can download and watch it. | ||
Line 532: | Line 513: | ||
'''Spoken Tutorial''' workshops | '''Spoken Tutorial''' workshops | ||
− | The '''Spoken Tutorial Project''' Team* Conducts workshops using spoken tutorials | + | The '''Spoken Tutorial Project''' Team |
+ | * Conducts workshops using spoken tutorials | ||
* Gives certificates for those who pass an online test | * Gives certificates for those who pass an online test | ||
* For more details, please write to [about:blank http://contact@spoken-tutorial.org] | * For more details, please write to [about:blank http://contact@spoken-tutorial.org] | ||
Line 538: | Line 520: | ||
| 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;"| | | 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 | + | The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. |
− | + | ||
For more details, please write to us. | For more details, please write to us. |
Latest revision as of 16:47, 21 February 2019
Title: Import MARC file into Koha
Contributor: Bella Tony, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:
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
|
Slide 4a
Pre-requisites |
To follow this tutorial, learners should be familiar with Library Science. |
Slide 4b
Pre-requisites |
To practice this tutorial,
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:
|
Importing records into Koha is done in two steps:
|
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.
|
Cursor on Record type:
|
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:
|
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:
|
Cursor on: Check for embedded item record data
Cursor on: Yes No
|
Next, we come to the section Check for embedded item record data?
There are two options here
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-
|
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.
|
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 :
|
It has the following details. |
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
|
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:
|
On this page, Koha fills the following fields with the values shown here. |
Cursor on:
|
And for the following fields, Koha by default, selects these entries from the drop down. |
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.
|
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.
|
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.
|
Click on: Undo import into catalog
|
It is possible to undo your import.
|
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:
|
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:
|
Summary
In this tutorial we learnt to:
|
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. |
Slide:
About Spoken Tutorial project
|
The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
|
The Spoken Tutorial Project Team conducts workshops and gives certificates. For more details, please write to us. |
Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
Slide:
Acknowledgement
|
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. |
This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |