1 New Options for Importing Copies
2 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
4 Two new options for importing holdings have been added to MARC Batch
7 . **Auto-overlay On-order Cataloguing Copies**: This is similar to
8 "Auto-overlay In-process Acquisitions Copies," but for copies that were not
9 created from an acquisitions workflow. Holdings information in the incoming
10 record will be used to overlay any existing On Order copies for the matching
11 record which belong to the owning library defined in the Holdings Import
12 Profile. The Holdings Import Profile is also used to match incoming to
13 existing copies, if possible; otherwise, On Order copies are overlaid in the
14 order they were created. The call number will also be overlaid if the
15 incoming record provides one.
16 . **Use Org Unit Matching in Copy to Determine Best Match**: When there are
17 multiple potential matching records, this feature allows the user to
18 automatically select the record which has the most copies at libraries near
19 the importing library in the org tree. That is, starting at the importing
20 library, it climbs the org tree, gradually expanding the scope at which it
21 checks for holdings on matching records; once holdings are found, the record
22 with the most holdings at that scope is selected for overlay. If there are
23 no matching records with holdings, then the default best match overlay is
29 Two new permissions control the use of these new features:
31 * IMPORT_ON_ORDER_CAT_COPY
32 * IMPORT_USE_ORG_UNIT_COPIES