Koha-Library-Management-System/C3/Import-MARC-to-Koha/English-timed

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.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14