Note that you may use a New Order API instead of setting up a New Order Import profile.
To create an new order import profile for eBooks:
- Go to Resources>Import>Manage Import Profiles
- Click Add New Profile
- Select New Order
- Click Next
- Use Network Zone: uncheck the box. eBooks bib records should not be added to the NZ
- Profile Name: [Type name]
- Description: [optional]
- Originating System: [select the vendor] Select “Other” if the vendor system is not in the list
- File pattern: [Type .mrc]
- Import Protocol options:
- Upload Files
- FTP:
- Scheduling: [configure if using FTP]
- Fill out the FTP Information at the bottom of the screen
- Get information from the vendor to populate:
- Server
- Username
- Password
- Input directory
- If full path is required to be used
- Click Test Connection to make sure it works
- Crosswalk:[No]
- Physical Source Format: Binary
- Encoding Format: UTF-8
- Source Format: MARC21 Bibliographic
- Target Format: MARC21 Bibliographic
- Status: Active
- Click Next
- Filter Out Data Using: [Leave blank]
- Correct Data Using: SUNY OCLC Import Normalization Rule
- Handle Invalid Data Using: MarcXML Bib Import
- Click Next
- Match Profile
- Match by Serial / Non Serial: Yes
- Serial and Non Serial Match Method:
- Unique OCLC Identifier Match Method if the 035 includes (OCoLC)
- 035 (other system identifier) match method if the 035 does not include (OCoLC)
- ISSN/024/035 Match Method and ISBN/024/035 Match Method if no OCLC number is included
- Match Actions:
- Handling Method: Automatic
- Upon Match: Choose Merge, Overlay, or Do Not Import
- Check the box for Single match - match only record with the same inventory type (electronic/physical)
- Merge Method: SUNY Overlay All But Local Fields
- DO NOT USE: Do not Override/merge a record with a lower brief version
- Causes errors and will not update bib records with the same brief level
- Do not override/merge record with an older version: [Optional]
- Automatic Multi-Match Handling
- Preferred record: Record with the highest brief level
- Handle Record Redirection:
- No Match:
- Upon no match: Import to Network
- Click Next
- Synchronize with OCLC: [choose Don't Publish]
- Condition: Unconditionally or Only new records
- Click Next
- Click Next
-
EOD General Parameters:
- Electronic PO Line type – [Select Electronic Book – One time]
- Multiple vendors – [Leave unchecked]
- Vendor – [Select vendor]
- Vendor account – [Select the ebook account]
- Must be configured in the vendor information to select
- PO Line Currency – [Use default of USD]
- Decimal point location – [Leave 0 if the EOD contains pricing in this format: 10.00]
- Acquisitions method – [Select acquisition method]
- Use “Purchase at vendor system” if the institution uses funds
- Requires fund mapping to be configured after saving the import profile
- Use “Technical” if the institution does not use funds
- Map fields based on how fields are mapped in the vendor tech specs
- Default PO Line owner – [Select the purchasing library]
- Map funds – [Check this box when using “Purchase at Vendor System”]
- Funds need to be mapped after saving the import profile
- Access Model Field/subfield or Default Access Model Field
- Use the Access Model Field and subfield if the access model is mapped in the EOD populate
- Use a Default Access model if there is no access model mapped in the EOD
- Can leave these fields blank and will not impact import
- Do not create electronic task – [Check this box]
- Only check this box if you selected “Activate resource” on screen 6 of the import profile
- Click Save
-
Mapping Funds:
- Select Edit from the ellipses of the import profile
- Click on the Mapping tab
- Click Add Fund
- Source Name – [Type the name of the fund]
- Fund – [Select the fund from the list]
- Click Add
- NOTE : Repeat this step for every fund that is required to be mapped
- Click Save