From b70e768abe78289675e5967032644751eb5ee15a Mon Sep 17 00:00:00 2001 From: Remington Steed Date: Mon, 13 Jan 2014 09:44:55 -0500 Subject: [PATCH] Document new 2.5 feature in Acq docs This commit adds documentation in two places for the new Acq feature "Opportunistic Acquisitions In-Process Copy Overlay". First, a short note is added to the "Load MARC Order Records" doc. Second, the feature is described more thoroughly in the "Batch Importing MARC Records" doc. Also, this commit cleans up a hard-coded ordered list and a few small wording and formatting problems. Signed-off-by: Remington Steed --- .../vandelay_acquisitions_integration.txt | 13 ++-- docs/cataloging/batch_importing_MARC.txt | 66 ++++++++++--------- 2 files changed, 43 insertions(+), 36 deletions(-) diff --git a/docs/acquisitions/vandelay_acquisitions_integration.txt b/docs/acquisitions/vandelay_acquisitions_integration.txt index 59620d6da1..b1f98a10cc 100644 --- a/docs/acquisitions/vandelay_acquisitions_integration.txt +++ b/docs/acquisitions/vandelay_acquisitions_integration.txt @@ -15,10 +15,10 @@ For detailed instructions on record matching and importing, see Basic Upload Options ~~~~~~~~~~~~~~~~~~~~ . Click *Acquisitions* -> *Load MARC Order Records*. -. If you want to upload the MARC records to a new purchase order, then click -the check box adjacent to Create Purchase Order. +. If you want to upload the MARC records to a new purchase order, then +check _Create Purchase Order_. . If you want to activate the purchase order at the time of creation, then -click the check box adjacent to _Activate Purchase Order_. +check _Activate Purchase Order_. . Enter the name of the *Provider*. The text will auto-complete. . Select an org unit from the drop down menu. The context org unit is the org unit responsible for placing and managing the order. It defines what org unit @@ -57,7 +57,7 @@ the following options. .. *Merge on Best Match* - If more than one match is found in the catalog for a given record, Evergreen will attempt to perform the best match as defined by the match score. -. To only import records that has a quality equal to or greater than the +. To only import records that have a quality equal to or greater than the existing record, enter a *Best/Single Match Minimum Quality Ratio*. Divide the incoming record quality score, as determined by the match set's quality metrics, by the record quality score of the best match that exists in the @@ -73,8 +73,9 @@ profile that allows the user to import holdings attached to a lower quality record without replacing the existing (target) record with the incoming record. This field is optional. . If your order records contain holdings information, by default, Evergreen -will load them as acquisitions copies. Select *Load Items for Imported Records* -to automatically load them as live copies that display in the catalog. +will load them as acquisitions copies. (Note: These can be overlayed with real copies +during the MARC batch importing process.) Or you can select *Load Items for +Imported Records* to load them as live copies that display in the catalog. Default Upload Settings ~~~~~~~~~~~~~~~~~~~~~~~ diff --git a/docs/cataloging/batch_importing_MARC.txt b/docs/cataloging/batch_importing_MARC.txt index e024a175aa..71ffb11dd9 100644 --- a/docs/cataloging/batch_importing_MARC.txt +++ b/docs/cataloging/batch_importing_MARC.txt @@ -199,38 +199,37 @@ incoming record. We will import the record according to the guidelines set by our record match set, quality metrics, and merge/overlay choices that we will select. +. Select a *Record Type* from the drop down menu. -1) Select a *Record Type* from the drop down menu. - -2) Create a queue to which you can upload your records, or add you records to +. Create a queue to which you can upload your records, or add you records to an existing queue. Queues are linked to match sets and a holdings import profile. You cannot change a holdings import or record match set for a queue. -3) Select a *Record Match Set* from the drop down menu. +. Select a *Record Match Set* from the drop down menu. -4) Select a *Holdings Import Profile* if you want to import holdings that are +. Select a *Holdings Import Profile* if you want to import holdings that are attached to your records. -5) Select a *Record Source* from the drop down menu. +. Select a *Record Source* from the drop down menu. -6) Select a *Merge Profile*. Merge profiles enable you to specify which tags +. Select a *Merge Profile*. Merge profiles enable you to specify which tags should be removed or preserved in incoming records. -7) Choose one of the following import options if you want to auto-import +. Choose one of the following import options if you want to auto-import records: -a. *Merge on Single Match* - Using the Record Match Set, Evergreen will only +.. *Merge on Single Match* - Using the Record Match Set, Evergreen will only attempt to perform the merge/overlay action if only one match was found in the catalog. -b. *Merge on Best Match* - If more than one match is found in the catalog for a +.. *Merge on Best Match* - If more than one match is found in the catalog for a given record, Evergreen will attempt to perform the merge/overlay action with the best match as defined by the match score and quality metric. - ++ NOTE: Quality ratio affects only the *Merge on Single Match* and *Merge on Best Match* options. -8) Enter a *Best/Single Match Minimum Quality Ratio.* Divide the incoming +. Enter a *Best/Single Match Minimum Quality Ratio.* Divide the incoming record quality score by the record quality score of the best match that might exist in the catalog. By default, Evergreen will assign any record a quality score of 1 (one). If you want to ensure that the inbound record is only @@ -240,8 +239,7 @@ have twice the quality of an existing record, then you should enter a 2 (two) in this field. If you want to bypass all quality restraints, enter a 0 (zero) in this field. - -9) Select an *Insufficient Quality Fall-Through Profile* if desired. This +. Select an *Insufficient Quality Fall-Through Profile* if desired. This field enables you to indicate that if the inbound record does not meet the configured quality standards, then you may still import the record using an alternate merge profile. This field is typically used for selecting a merge @@ -249,40 +247,48 @@ profile that allows the user to import holdings attached to a lower quality record without replacing the existing (target) record with the incoming record. This field is optional. -10) *Browse* to find the appropriate file, and click *Upload*. The files will -be uploaded to a queue. +. Under *Copy Import Actions*, choose _Auto-overlay In-process Acquisitions +Copies_ if you want to overlay temporary copies that were created by the +Acquisitions module. The system will attempt to overlay copies that: -image::media/Batch_Importing_MARC_Records9.jpg[Batch_Importing_MARC_Records9] +* have associated lineitem details (that is, they were created by the acquisitions process), +* that lineitem detail has the same owning_lib as the incoming copy's owning_lib, and +* the current copy associated with that lineitem detail is _In process_. -11) The screen will display records that have been uploaded to your queue. - +. *Browse* to find the appropriate file, and click *Upload*. The files will +be uploaded to a queue. ++ +image::media/marc_batch_import_acq_overlay.png[Batch Importing MARC Records] + +. The screen will display records that have been uploaded to your queue. ++ image::media/Batch_Importing_MARC_Records15.jpg[Batch_Importing_MARC_Records15] -12) If Evergreen indicates that matching records exist, then click the +. If Evergreen indicates that matching records exist, then click the *Matches* link to view the matching records. Check the box adjacent to the existing record that you want to merge with the incoming record. - ++ image::media/Batch_Importing_MARC_Records10.jpg[Batch_Importing_MARC_Records10] -13) Click *Back to Import Queue*. +. Click *Back to Import Queue*. -14) Check the boxes of the records that you want to import, and click *Import +. Check the boxes of the records that you want to import, and click *Import Selected Records*, or click *Import All Records*. -15) A pop up window will offer you the same import choices that were present on +. A pop up window will offer you the same import choices that were present on the *Import Records* screen. You can choose one of the import options, or click *Import*. ++ +image::media/marc_batch_import_popup.png[Batch Importing MARC Records Popup] -image::media/Batch_Importing_MARC_Records9.jpg[Batch_Importing_MARC_Records9] - -16) The screen will refresh. The *Queue Summary* indicates that the record was +. The screen will refresh. The *Queue Summary* indicates that the record was imported. The *Import Time* column records the date that the record was imported. - ++ image::media/Batch_Importing_MARC_Records12.jpg[Batch_Importing_MARC_Records12] -17) Search the catalog to confirm that the record was imported. - +. Search the catalog to confirm that the record was imported. ++ image::media/Batch_Importing_MARC_Records14.jpg[Batch_Importing_MARC_Records14] -- 2.43.2