[open-ils-commits] [GIT] Evergreen ILS branch rel_2_11 updated. 9855d90a4193a70c9c602ac20dfa0052ac377c1f

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- Log -----------------------------------------------------------------
commit 9855d90a4193a70c9c602ac20dfa0052ac377c1f
Author: Jane Sandberg <sandbej at linnbenton.edu>
Date:   Thu Nov 17 20:25:36 2016 -0800

    Docs: Incorporating overlay/merge profiles documentation from Evergreen in Action + new 2.11 feature
    
    Signed-off-by: Jane Sandberg <sandbej at linnbenton.edu>

diff --git a/docs/cataloging/batch_importing_MARC.txt b/docs/cataloging/batch_importing_MARC.txt
index 446660a..3507a17 100644
--- a/docs/cataloging/batch_importing_MARC.txt
+++ b/docs/cataloging/batch_importing_MARC.txt
@@ -186,6 +186,30 @@ quality points by increasing subsequent records by a power of 2 (two).
 +
 image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]
 
+Merge/Overlay Profiles
+~~~~~~~~~~~~~~~~~~~~~~
+
+If Evergreen finds a match for an incoming record in the database, you need to identify which fields should be replaced, which should be preserved, and which should be added to the record.
+Click the Merge/Overlay Profiles button to create a profile that contains this information.
+
+You can use these profiles when importing records through the MARC Batch Importer or Acquisitions Load MARC Order Records interface.
+
+You can create a new profile by clicking the New Merge Profile button. Available options for handling the fields include:
+
+. _Preserve specification_ - fields in the existing record that should be preserved.
+
+. _Replace specification_ - fields in existing record that should be replaced by those in the incoming record.
+
+. _Add specification_ - fields from incoming record that should be added to existing record (in addition to any already there.)
+
+. _Remove specification_ - fields that should be removed from incoming record.
+
+. _Update bib source_ - If this value is false, just the bibliographic data will be updated when you overlay a new MARC record.  If it is true, then Evergreen will also update
+the record's bib source to the one you select on import; the last edit date to the date the new record is imported, and the last editor to the person who imported the new
+record.
+
+You can add multiple tags to the specification options, separating each tag with a comma.
+
 
 Import Item Attributes
 ~~~~~~~~~~~~~~~~~~~~~~

-----------------------------------------------------------------------

Summary of changes:
 docs/cataloging/batch_importing_MARC.txt |   24 ++++++++++++++++++++++++
 1 files changed, 24 insertions(+), 0 deletions(-)


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