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

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.

Contributors and Content Editors

VaibhaviS