Difference between revisions of "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English-timed"
Sandhya.np14 (Talk | contribs) |
Nancyvarkey (Talk | contribs) m (Protected "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English-timed" ([Edit=Allow only administrators] (indefinite) [Move=Allow only administrators] (indefinite))) |
||
(One intermediate revision by one other user not shown) | |||
Line 1: | Line 1: | ||
+ | {|border=1 | ||
+ | |Time | ||
+ | |Narration | ||
− | + | |- | |
− | | | + | | 00:01 |
− | | | + | | Welcome to the '''Spoken Tutorial '''on '''Import MARC file into Koha.''' |
− | |- | + | |- |
− | | 00: | + | | 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: | + | | 00:28 |
− | | | + | | '''Koha version 16.05 '''and '''Firefox Web browser.''' |
− | ''' | + | |
− | |- | + | |- |
− | | 00: | + | | 00:36 |
− | | | + | | You may use any other web browser of your choice. |
− | + | ||
− | |- | + | |- |
− | | 00: | + | | 00:41 |
− | | | + | | To follow this tutorial, learners should be familiar with Library Science. |
− | |- | + | |- |
− | | 00: | + | | 00:47 |
− | | To | + | | 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 '''record'''s 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: | + | |01:24 |
− | | | + | | On the''' Home page''', click on '''Tools'''. |
− | |- | + | |- |
− | |01: | + | | 01:28 |
− | | | + | | A new page opens. Under the section '''Catalog''', click on '''Stage MARC records for import.''' |
− | |- | + | |- |
− | | 01: | + | | 01:40 |
− | | A new page opens | + | | A new page opens with the title '''Stage MARC records for import. ''' |
− | |- | + | |- |
− | | 01: | + | | 01:46 |
− | | | + | | Go to the section '''Stage records into the reservoir.''' |
− | |- | + | |- |
− | | 01: | + | | 01:51 |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
| Here, click on '''Browse... '''adjacent to '''Select the file to stage. ''' | | Here, click on '''Browse... '''adjacent to '''Select the file to stage. ''' | ||
− | |- | + | |- |
− | | 01: | + | | 01:58 |
− | | | + | | A window '''File Upload '''opens. Then go to the '''Downloads '''folder. |
− | |- | + | |- |
− | | | + | | 02:06 |
− | | Here, locate the file named '''TestData.mrc'''. | + | | Here, locate the file named '''TestData.mrc'''. |
− | |- | + | |- |
− | | | + | | 02:12 |
| 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. | ||
− | |- | + | |- |
− | | 02: | + | | 02:20 |
− | | 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. | + | And, click on the button '''Open '''at the bottom of the page. |
− | |- | + | |- |
− | | 02: | + | | 02:32 |
− | | On the same page, you will see '''TestData.mrc''' as name of the file, adjacent to the tab '''Browse.''' | + | | On the same page, you will see '''TestData.mrc''' as name of the file, adjacent to the tab '''Browse.''' |
− | |- | + | |- |
− | | 02: | + | | 02:43 |
− | | Now, click on''' Upload file '''button at the bottom of the page. | + | | Now, click on''' Upload file '''button at the bottom of the page. |
− | |- | + | |- |
− | | 02: | + | | 02:49 |
− | | You will see the '''Upload progress bar''' in brown color. | + | | You will see the '''Upload progress bar''' in brown color. |
− | |- | + | |- |
− | | 02: | + | | 02:55 |
− | | After the upload is complete up to '''100%, '''we are prompted to fill in some details. | + | | 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: | + | | 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 |
− | | '''Koha '''by default, selects ''' | + | | 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: | + | | 04:41 |
− | | ''' | + | | For '''How to process items,''' Koha by default, selects '''Always add items.''' |
− | |- | + | |- |
− | | 04: | + | | 04:48 |
− | | | + | | There are other options, as well. You may choose any of these options as per your preference. |
− | |- | + | |- |
− | | 04: | + | | 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.''' |
− | | 05: | + | |
− | | Note that I will not click on '''Stage MARC records '''as I have already imported the '''Excel''' file i.e. '''TestData.''' | + | |
− | + | ||
− | + | ||
− | + | ||
− | + | ||
− | |- | + | |- |
− | | | + | | 06:00 |
− | | Next, we have to manage the imported ''' | + | | 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.''' | + | So, click on '''Manage staged records.''' |
− | |- | + | |- |
− | | | + | | 06:22 |
− | | A new window '''Manage staged MARC records › Batch 6 '''opens. | + | | 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. | + | | On this page, '''Koha''' fills the following '''fields '''with the values shown here. |
− | |- | + | |- |
− | | 06: | + | | 06:37 |
| And for the following '''fields''', '''Koha''' by default, selects these entries from the drop down. | | And for the following '''fields''', '''Koha''' by default, selects these entries from the drop down. | ||
− | |- | + | |- |
− | | 06: | + | | 06:45 |
− | | But, you can change these entries from their respective drop-downs as per your requirement. | + | | But, you can change these entries from their respective drop-downs as per your requirement. |
− | |- | + | |- |
− | | 06: | + | | 06:52 |
− | | Next is the button named '''Apply different matching rules.''' | + | | Next is the button named '''Apply different matching rules.''' |
− | |- | + | |- |
− | | 06: | + | | 06:57 |
− | | You may click on this button to avoid the duplication of the records in the database. | + | | You may click on this button to avoid the duplication of the records in the database. |
− | I will skip this button and move ahead. | + | I will skip this button and move ahead. |
− | |- | + | |- |
− | | | + | | 07:09 |
− | | 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'''. |
− | |- | + | |- |
− | | | + | | 07:20 |
− | | Again, you may select as per your requirement. | + | | Again, you may select as per your requirement. |
− | |- | + | |- |
− | | | + | | 07:25 |
− | | Now, | + | | 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: | + | | 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: | + | | 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 | |
− | + | ||
− | + | ||
− | + | ||
− | | 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. | + | | 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. | + | | 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. | + | | Click on the tab '''Undo import into catalog''' at the bottom of the section. |
− | |- | + | |- |
− | | 08: | + | | 08:34 |
− | | I will not click here. | + | | I will not click here. |
− | |- | + | |- |
− | | 08: | + | | 08:37 |
− | | Next is '''Completed import of records.''' | + | | Next is '''Completed import of records.''' |
− | |- | + | |- |
− | |08: | + | |08:42 |
| Here, you will see the details of the '''records added, updated '''and so on. | | Here, you will see the details of the '''records added, updated '''and so on. | ||
− | |- | + | |- |
− | | 08: | + | | 08:49 |
− | | Then you will see the section '''Citation '''with the details that have been imported. | + | | Then you will see the section '''Citation '''with the details that have been imported. |
− | |- | + | |- |
− | | 08: | + | | 08:56 |
− | | Once the import is complete, a link to the new '''Record '''will appear. | + | | 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. | + | | 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. | + | | 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.''' | + | | 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'''. | + | | 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. | + | | So, I will type one of the titles from the imported '''record''' in the '''Citation''' section. |
− | |- | + | |- |
− | | 09: | + | | 09:37 |
− | | Then, click on the '''Submit''' button at the right side of the '''field'''. | + | | Then, click on the '''Submit''' button at the right side of the '''field'''. |
− | |- | + | |- |
− | | 09: | + | | 09:43 |
− | | A new page opens- '''Inorganic chemistry Housecroft, Catherine E.''' | + | | A new page opens- '''Inorganic chemistry Housecroft, Catherine E.''' |
− | |- | + | |- |
− | | 09: | + | | 09:50 |
− | | '''Koha''' shows the searched '''Title''' result, which proves that '''records''' are imported properly. | + | | '''Koha''' shows the searched '''Title''' result, which proves that '''records''' are imported properly. |
− | |- | + | |- |
− | | 09: | + | | 09:58 |
− | | With this, we have completed importing '''MARC '''into''' Koha.''' | + | | With this, we have completed importing '''MARC '''into''' Koha.''' |
− | |- | + | |- |
− | | | + | | 10:04 |
− | | Let us Summarize. | + | | Let us Summarize. |
− | In this tutorial, we learnt to import a '''MARC file '''into''' KOHA''' and search imported data in''' OPAC.''' | + | In this tutorial, we learnt to import a '''MARC file '''into''' KOHA''' and search imported data in''' OPAC.''' |
− | |- | + | |- |
− | | | + | | 10:17 |
| For assignment- | | For 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.''' | ||
− | |- | + | |- |
− | | | + | | 10:29 |
− | | Hint: Please refer to the tutorial, '''Conversion of Excel data to Marc 21 format.''' | + | | 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. | |
− | + | ||
− | + | ||
− | + | |- | |
+ | | 10:45 | ||
+ | | The''' Spoken Tutorial Project''' team conducts workshops and gives certificates. | ||
− | + | For more details, please write to us. | |
− | + | ||
− | + | ||
− | + | |- | |
+ | | 10:56 | ||
+ | | Please post your timed queries in this forum. | ||
− | |- | + | |- |
− | | 10: | + | | 10:59 |
− | | | + | | '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD''', Government of India. |
− | + | More information on this mission is available at this link. | |
− | + | ||
− | + | ||
− | + | |- | |
− | + | | 11:10 | |
− | |- | + | | This is Bella Tony from '''IIT Bombay''', signing off. |
− | | 10 | + | |
− | | This is Bella Tony from '''IIT Bombay''', signing off. | + | |
− | Thank you for joining. | + | Thank you for joining. |
|} | |} |
Latest revision as of 16:47, 21 February 2019
Time | Narration |
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. |
10:45 | The Spoken Tutorial Project team conducts workshops and gives certificates.
For more details, please write to us. |
10:56 | Please post your timed queries in this forum. |
10:59 | Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. |
11:10 | This is Bella Tony from IIT Bombay, signing off.
Thank you for joining. |