Difference between revisions of "Koha-Library-Management-System/C3/Import-MARC-to-Koha/English-timed"

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(Created page with " {|border=1 |Time |Narration |- | 00:01 | Welcome to the '''Spoken Tutorial '''on '''Import MARC file into Koha.''' |- | 00:06 | In this tutorial we will learn to- Import...")
 
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|-
 
|-
 
| 00:06
 
| 00:06
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|  In this tutorial we will learn to-  Import a '''MARC file '''into''' KOHA '''and
+
|  In this tutorial, we will:
 +
learn to '''import''' a '''MARC file '''into''' KOHA '''and
  
−
Search imported data in''' OPAC'''
+
search imported data in''' OPAC.'''
  
 
|-
 
|-
 
| 00:15
 
| 00:15
−
|  To record this tutorial, I am using  '''Ubuntu Linux OS 16.04 '''
+
|  To record this tutorial, I am using:  
 +
'''Ubuntu Linux OS 16.04 '''
  
 
|-
 
|-
 
| 00:22
 
| 00:22
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|   '''Koha version 16.05 '''and  '''Firefox Web browser'''
+
| '''Koha version 16.05 '''and   
 +
'''Firefox Web browser.'''
  
 
|-
 
|-
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|-
 
|-
 
| 00:33
 
| 00:33
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|  To follow this '''tutorial,''' learners should be familiar with '''Library Science.'''
+
|  To follow this tutorial, learners should be familiar with Library Science.
  
 
|-
 
|-
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|  To practice this tutorial,  You should have '''Koha''' installed on your system.
 
|  To practice this tutorial,  You should have '''Koha''' installed on your system.
  
−
And You should also have '''Admin '''access in '''Koha.'''
+
And, You should also have '''Admin '''access in '''Koha.'''
  
 
|-
 
|-
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|-
 
|-
 
| 00:56
 
| 00:56
−
| Importing '''records''' into '''Koha''' is done in two steps:
+
| Importing '''record'''s into '''Koha''' is done in two steps:
  
−
'''Stage MARC records for import''' and  '''Manage staged records'''
+
'''Stage MARC records for import''' and   
 +
'''Manage staged records'''.
  
 
|-
 
|-
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|-
 
|-
 
| 01:17
 
| 01:17
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| A new page opens. Under the '''section Catalog''', click on '''Stage MARC records for import.'''
+
| A new page opens. Under the section '''Catalog''', click on '''Stage MARC records for import.'''
  
 
|-
 
|-
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|-
 
|-
 
| 01:38
 
| 01:38
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| Here''' '''click on '''Browse... '''adjacent to '''Select the file to stage. '''  
+
| Here, click on '''Browse... '''adjacent to '''Select the file to stage. '''  
  
 
|-
 
|-
 
| 01:46
 
| 01:46
−
| Then go to the '''Downloads '''folder. A window '''File Upload '''opens
+
| Then go to the '''Downloads '''folder. A window '''File Upload '''opens.
  
 
|-
 
|-
 
| 01:52
 
| 01:52
−
| Here locate the file named '''TestData.mrc'''
+
| Here, locate the file named '''TestData.mrc'''.
  
 
|-
 
|-
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| 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.
  
 
|-
 
|-
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|-
 
|-
 
| 02:33
 
| 02:33
−
| You will see the '''Upload progress '''bar in brown color.
+
| You will see the '''Upload progress bar''' in brown color.
  
 
|-
 
|-
 
|  02:38
 
|  02:38
−
|  After the '''Upload '''is complete upto '''100%, '''we are prompted to fill in the some details.
+
|  After the upload is complete up to '''100%, '''we are prompted to fill in some details.
  
 
|-
 
|-
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|-
 
|-
 
| 02:58
 
| 02:58
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|  Next is '''Record type: ''' Here, '''Koha '''by default selects '''Bibliographic.'''
+
|  Next is '''Record type. ''' Here, '''Koha '''by default, selects '''Bibliographic.'''
  
 
|-
 
|-
 
|  03:04
 
|  03:04
−
|  Similarly for '''Character encoding, Koha '''by default selects, '''UTF-8 (Default)'''.
+
|  Similarly, for '''Character encoding, Koha '''by default selects '''UTF-8 (Default)'''.
  
 
|-
 
|-
 
| 03:13
 
| 03:13
−
|  Next come to the '''section Look for existing records in catalog?'''
+
|  Next, come to the section '''Look for existing records in catalog?'''
  
 
|-
 
|-
 
|  03:18
 
|  03:18
−
|  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'''.
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|-
 
|-
 
| 03:27
 
| 03:27
−
|  If you want to match existing records, select another option from the drop down i.e.-  '''ISBN/ISSN number'''.
+
|  If you want to match existing records, select another option from the drop down i.e. '''ISBN/ISSN number'''.
  
 
|-
 
|-
 
| 03:40
 
| 03:40
−
|  Now we come to '''Action if matching record found: '''
+
|  Now we come to '''Action if matching record found. '''
  
 
|-
 
|-
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|-
 
|-
 
|  03:51
 
|  03:51
−
|  Then comes '''Action if no match is found:''' '''Koha '''by default, selects '''Add incoming record'''.
+
|  Then comes '''Action if no match is found.''' '''Koha '''by default, selects '''Add incoming record'''.
  
 
|-
 
|-
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|  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  '''No'''
+
There are two options here, '''Yes '''and  '''No'''.
  
 
|-
 
|-
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|-
 
|-
 
|  04:13
 
|  04:13
−
|  For '''How to process items:, Koha '''by default selects, '''Always add items.'''
+
|  For '''How to process items,''' Koha by default, selects '''Always add items.'''
  
 
|-
 
|-
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|-
 
|-
 
| 04:37
 
| 04:37
−
|  When the progress is complete upto '''100%''', a new page opens with heading '''Stage MARC records for import.'''
+
|  When the progress is complete up to '''100%''', a new page opens with heading '''Stage MARC records for import.'''
  
 
|-
 
|-
 
| 04:47
 
| 04:47
−
|  Note that now, we have successfully imported the data which we had in our '''Excel sheet'''.
+
|  Note that now we have successfully imported the data which we had in our '''Excel sheet'''.
  
 
|-
 
|-
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|-
 
|-
 
|  04:59
 
|  04:59
−
|  Note that you will see a different value on your '''Koha interface''', as per your '''.mrc''' data.
+
|  Note that you will see a different value on your '''Koha interface''' as per your '''.mrc''' data.
  
 
|-
 
|-
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|  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'''
+
'''Stage MARC records '''and '''Manage staged records.'''
  
 
|-
 
|-
 
|  05:18
 
|  05:18
−
|  Note that- I will not click on '''Stage MARC records '''as I have already imported the '''Excel''' file i.e. '''TestData.'''
+
|  Note that I will not click on '''Stage MARC records '''as I have already imported the '''Excel''' file i.e. '''TestData.'''
  
 
|-
 
|-
 
|  05:28
 
|  05:28
−
|  If you need to import any other file then click 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.
−
 
+
−
And follow the steps as mentioned earlier.
+
  
 
|-
 
|-
 
|  05:38
 
|  05:38
−
|  Next, we have to manage the imported '''records''' in '''KOHA Catalog.'''
+
|  Next, we have to manage the imported '''record'''s in '''KOHA Catalog.'''
  
 
So, click on '''Manage staged records.'''
 
So, click on '''Manage staged records.'''
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|-
 
|-
 
| 05:49
 
| 05:49
−
|  A new window '''Manage staged MARC records › Batch 6, '''opens.
+
|  A new window '''Manage staged MARC records › Batch 6 '''opens.
  
 
|-
 
|-
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|-
 
|-
 
|  06:10
 
|  06:10
−
|  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.
  
 
|-
 
|-
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|-
 
|-
 
| 06:23
 
| 06:23
−
|  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.
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|-
 
|-
 
|  06:32
 
|  06:32
−
|  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'''.
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|-
 
|-
 
|  06:47
 
|  06:47
−
|  Now come to the '''section Manage staged MARC records  Batch 6'''
+
|  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.
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|-
 
|-
 
|  07:01
 
|  07:01
−
|  However, before clicking we will go through the '''section Citation.'''
+
|  However, before clicking we will go through the section '''Citation.'''
  
 
|-
 
|-
 
|  07:06
 
|  07:06
−
|  Please note the particular numbers
+
|  Please note the particular numbers.
  
−
Note that, you will see a different number with the details that we have imported from '''Excel.'''
+
Note that you will see a different number with the details that we have imported from '''Excel.'''
  
 
|-
 
|-
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|-
 
|-
 
| 07:29
 
| 07:29
−
| When the progress is complete upto '''100%''', a new page opens.
+
| When the progress is complete up to '''100%''', a new page opens
  
 
|-
 
|-
 
| 07:35
 
| 07:35
−
|  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.
+
  
 
|-
 
|-
 
|  07:46
 
|  07:46
−
|  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.
  
 
|-
 
|-
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|-
 
|-
 
|08:09
 
|08:09
−
|  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.  
  
 
|-
 
|-
 
| 08:15
 
| 08:15
−
|  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.
  
 
|-
 
|-
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|-
 
|-
 
|  08:35
 
|  08:35
−
|  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.
  
 
|-
 
|-
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|-
 
|-
 
| 08:55
 
| 08:55
−
|  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.
  
 
|-
 
|-
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|-
 
|-
 
|  09:07
 
|  09:07
−
|  A new page opens, '''Inorganic chemistry Housecroft, Catherine E.'''
+
|  A new page opens- '''Inorganic chemistry Housecroft, Catherine E.'''
  
 
|-
 
|-
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|-
 
|-
 
|  09:22
 
|  09:22
−
|  With this we have completed importing '''MARC '''into''' Koha.'''
+
|  With this, we have completed importing '''MARC '''into''' Koha.'''
  
 
|-
 
|-
 
| 09:28
 
| 09:28
−
|  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.'''
  
 
|-
 
|-
 
|  09:41
 
|  09:41
−
|  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.'''  
  
 
|-
 
|-
 
| 09:51
 
| 09:51
−
| '''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.'''
  
 
|-
 
|-
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|-
 
|-
 
| 10:05
 
| 10:05
−
| The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.
+
| The''' Spoken Tutorial Project''' team conducts workshops and gives certificates.
  
 
For more details, please write to us.
 
For more details, please write to us.
Line 380: Line 380:
 
|-
 
|-
 
| 10:18
 
| 10:18
−
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
+
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD''', Government of India.
  
 
More information on this mission is available at this link.
 
More information on this mission is available at this link.
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|-
 
|-
 
| 10:29
 
| 10:29
−
| This is Bella Tony from IIT Bombay signing off.
+
| This is Bella Tony from '''IIT Bombay''', signing off.
  
 
Thank you for joining.
 
Thank you for joining.
  
 
|}
 
|}

Revision as of 11:52, 22 October 2018

Time Narration
00:01 Welcome to the Spoken Tutorial on Import MARC file into Koha.
00:06 In this tutorial, we will:

learn to import a MARC file into KOHA and

search imported data in OPAC.

00:15 To record this tutorial, I am using:

Ubuntu Linux OS 16.04

00:22 Koha version 16.05 and

Firefox Web browser.

00:29 You may use any other web browser of your choice.
00:33 To follow this tutorial, learners should be familiar with Library Science.
00:39 To practice this tutorial, You should have Koha installed on your system.

And, You should also have Admin access in Koha.

00:48 If not, please refer to the Koha Spoken Tutorial series on this website.
00:56 Importing records into Koha is done in two steps:

Stage MARC records for import and Manage staged records.

01:06 To begin, let’s login to Koha with our Superlibrarian access.
01:13 On the Home page, click on Tools.
01:17 A new page opens. Under the section Catalog, click on Stage MARC records for import.
01:27 A new page opens with the title Stage MARC records for import.
01:33 Go to the section Stage records into the reservoir.
01:38 Here, click on Browse... adjacent to Select the file to stage.
01:46 Then go to the Downloads folder. A window File Upload opens.
01:52 Here, locate the file named TestData.mrc.
01:58 Recall, we had created TestData.mrc file in one of the earlier tutorial.
02:05 Select the TestData.mrc file, if not already selected.

And, click on the button Open at the bottom of the page.

02:17 On the same page, you will see TestData.mrc as name of the file, adjacent to the tab Browse.
02:28 Now, click on Upload file button at the bottom of the page.
02:33 You will see the Upload progress bar in brown color.
02:38 After the upload is complete up to 100%, we are prompted to fill in some details.
02:45 First, fill the field for Comments about this file.
02:50 This is useful for identifying the uploaded file in KOHA.
02:55 I will enter Book Data.
02:58 Next is Record type. Here, Koha by default, selects Bibliographic.
03:04 Similarly, for Character encoding, Koha by default selects UTF-8 (Default).
03:13 Next, come to the section Look for existing records in catalog?
03:18 Under this section, go to Record matching rule:

Koha by default, selects Do not look for matching records.

03:27 If you want to match existing records, select another option from the drop down i.e. ISBN/ISSN number.
03:40 Now we come to Action if matching record found.
03:45 Koha by default, selects Replace existing record with incoming record.
03:51 Then comes Action if no match is found. Koha by default, selects Add incoming record.
03:59 Next, we come to the section Check for embedded item record data?

There are two options here, Yes and No.

04:09 Koha by default, selects Yes.
04:13 For How to process items, Koha by default, selects Always add items.
04:21 There are other options, as well. You may choose any of these options as per your preference.
04:28 Click on the Stage for import button at the bottom of the page.

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

04:37 When the progress is complete up to 100%, a new page opens with heading Stage MARC records for import.
04:47 Note that now we have successfully imported the data which we had in our Excel sheet.
04:56 It has the following details.
04:59 Note that you will see a different value on your Koha interface as per your .mrc data.
05:07 On this same page, above the title, you will see two options:

Stage MARC records and Manage staged records.

05:18 Note that I will not click on Stage MARC records as I have already imported the Excel file i.e. TestData.
05:28 If you need to import any other file then click on Stage MARC records and follow the steps as mentioned earlier.
05:38 Next, we have to manage the imported records in KOHA Catalog.

So, click on Manage staged records.

05:49 A new window Manage staged MARC records › Batch 6 opens.
05:56 On this page, Koha fills the following fields with the values shown here.
06:03 And for the following fields, Koha by default, selects these entries from the drop down.
06:10 But, you can change these entries from their respective drop-downs as per your requirement.
06:17 Next is the button named Apply different matching rules.
06:23 You may click on this button to avoid the duplication of the records in the database.

I will skip this button and move ahead.

06:32 Now, locate Add new bibliographic records into this framework.

And from the drop down, I will select BOOKS.

06:43 Again, you may select as per your requirement.
06:47 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.

07:01 However, before clicking we will go through the section Citation.
07:06 Please note the particular numbers.

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

07:17 Now, we will click on the button named Import this batch into the catalog at the bottom.
07:25 When we do so, the Job progress bar appears.
07:29 When the progress is complete up to 100%, a new page opens
07:35 with the heading Manage staged MARC records › Batch 6 and the following details which were entered earlier.
07:46 It is possible to undo your import. In case, you found a mistake in the imported data, to correct it do the following.
07:56 Click on the tab Undo import into catalog at the bottom of the section.
08:02 I will not click here.
08:05 Next is Completed import of records.
08:09 Here, you will see the details of the records added, updated and so on.
08:15 Then you will see the section Citation with the details that have been imported.
08:22 Once the import is complete, a link to the new Record will appear.
08:29 This is visible to the right side of each Citation that was imported.
08:35 Now, we will confirm whether the titles are added in the Catalog or not.
08:40 To do so, at the top of the same page, locate the field for Search the catalog.
08:48 I will now do a small test to confirm the imports of records into Koha.
08:55 So, I will type one of the titles from the imported record in the Citation section.
09:02 Then, click on the Submit button at the right side of the field.
09:07 A new page opens- Inorganic chemistry Housecroft, Catherine E.
09:15 Koha shows the searched Title result, which proves that records are imported properly.
09:22 With this, we have completed importing MARC into Koha.
09:28 Let us Summarize.

In this tutorial, we learnt to import a MARC file into KOHA and search imported data in OPAC.

09:41 For assignment-

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

09:51 Hint: Please refer to the tutorial, Conversion of Excel data to Marc 21 format.
09:59 The video at the following link summarizes the Spoken Tutorial project.

Please download and watch it.

10:05 The Spoken Tutorial Project team conducts workshops and gives certificates.

For more details, please write to us.

10:13 Please post your timed queries in this forum.
10:18 Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.

More information on this mission is available at this link.

10:29 This is Bella Tony from IIT Bombay, signing off.

Thank you for joining.

Contributors and Content Editors

Nancyvarkey, PoojaMoolya, Pratik kamble, Sandhya.np14

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