It is possible to create one or more templates for the MARC Batch Import/Export interface and to set one of those templates as the default. The default template will automatically be set when you go to the MARC Batch Import/Export interface. Most users will only need to have the one template.
Create a Template
- Click on the Cataloging menu and select MARC Batch Import/Export (New).
- Set the fields listed below as follows:
- Apply/Create Form Template – Enter a name for the template you want to create. Here we used “Load Records” but you can use any name you want.
- Record Type – Defaults to, and should be set to, “Bibliographic Records.”
- Record Match Set – Select “Load Orders” from the dropdown.
- Holdings Import Profile – Select “Evergreen 852 export format.”
- Merge Profile – Select “Load Orders” from the dropdown.
- Select a Record Source – Select “Temp” from the dropdown.
- Import Non-Matching Records – Should be checked
- Merge On Best Match – Should be checked
- Click Save as New Template
- Click Mark Template as Default (marking the template as default means that it will automatically be applied whenever you go to the MARC Batch Import/Export interface. Note: Templates are associated with the workstation.
