[OPEN-ILS-GENERAL] ***SPAM*** Loading MARC records during acquisitions process

[Bill Erickson]

On Tue, Jan 11, 2011 at 11:41 AM, Kathy Lussier <klussier at masslnc.org>wrote:

> Hi all,
>
>
Hi Kathy,


> I have been testing acquisitions in 2.0 and have had some success in
> creating purchase orders from selection lists and activating those purchase
> orders. However, I come across some trouble when I try loading MARC order
> records through the acquisitions menu.
>
> When I load the records, I have been leaving the "activate purchase order"
> box unchecked. The system creates the purchase order, and I add prices to
> each lineitem in the order, but I can't get the purchase order to the point
> where it is activatable. When I created a purchase order from a selection
> list, it becomes activatable as soon as I add prices to each of the
> lineitems. The only difference I see between the two purchase orders is
> that
> the lineitems for the order created through a selection list have a status
> of pending-order before I activate the order. When I create the PO through
> a
> MARC import, the status of the lineitems is order-pending. Other than
> adding
> a price for each of the lineitems, is there anything else I need to do to
> the PO to be able to activate the order?
>

You found the problem.  It's the discrepancy between "pending-order" and
"order-pending".  The next cut of 2.0 will contain a fix for this.


>
> Also, I tried importing items at the same time that I loaded the MARC
> records. Since I was using records from an Evergreen system, I identified
> the holdings tag for the provider as the 852 field. Although the system
> will
> load the MARC records, it is not pulling in the holdings information. What
> else do I need to add to the provider record so that I can import holdings?
>
>
You also have to add MARC subfield mappings in the Holding Subfield tab on
the provider page.  This tells Evergreen where the provider stores each
piece of information on the imported copies.  (E.g. fund code is in the
852f).  The supported fields are:

----
quantity
estimated_price
owning_lib
call_number
fund_code
circ_modifier
note
copy_location
collection_code
----

At some point soon, the UI will limit your input to these options so it
won't be necessary to remember them.

Thanks for testing!

-b

-- 
Bill Erickson
| VP, Software Development & Integration
| Equinox Software, Inc. / Your Library's Guide to Open Source
| phone: 877-OPEN-ILS (673-6457)
| email: erickson at esilibrary.com
| web: http://esilibrary.com
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