[OPEN-ILS-GENERAL] Overlaying MARC bib records in batch file upload

[Steven Pisani]

Thanks, Kathy-- we actually explored that method, but found that the overlay
did not work for us and the target bib record remained unchanged.   We would
really prefer doing it that way, since the action takes place within the
single queue instead of following up with the overlay via Z39.50.  We'll
keep trying to see if there is something in the sequence of steps that we
are missing.

Steven

Steven R. Pisani
Cataloger
Bibliomation, Inc.
32 Crest Road
Middlebury, CT 06762
203-577-4070 x103
spisani at biblio.org


-----Original Message-----
From: open-ils-general-bounces at list.georgialibraries.org
[mailto:open-ils-general-bounces at list.georgialibraries.org] On Behalf Of
Kathy Lussier
Sent: Wednesday, June 08, 2011 3:20 PM
To: 'Evergreen Discussion Group'
Subject: Re: [OPEN-ILS-GENERAL] Overlaying MARC bib records in batch file
upload

Hi Steven,

We haven't been using the auto-import settings when uploading records for
overlay. When there is a match in the system and we want to overlay the
record, we go into the record queue, click the "Matches" link, check the
Overlay Target checkbox to mark that record as an overlay target, click the
"Back to Import Queue" button, and do the process all over again for other
matches in the queue. Once we have done this for all matching items, we
select "Import Selected" from the Actions menu. I don't know if there is an
easier way to do this (it's a little labor intensive), but this is the only
way we've been able to successfully overlay records in Vandelay.

Kathy
-------------------------------------------------------------
Kathy Lussier
Project Coordinator
Massachusetts Library Network Cooperative
(508) 756-0172
(508) 755-3721 (fax)
klussier at masslnc.org
IM: kmlussier (AOL & Yahoo)
Twitter: http://www.twitter.com/kmlussier
 
 
 

> -----Original Message-----
> From: open-ils-general-bounces at list.georgialibraries.org
> [mailto:open-ils-general-bounces at list.georgialibraries.org]
> On Behalf Of Steven Pisani
> Sent: Wednesday, June 08, 2011 2:15 PM
> To: open-ils-general at list.georgialibraries.org
> Subject: [OPEN-ILS-GENERAL] Overlaying MARC bib records in batch file 
> upload
> 
> Has anyone had success overlaying matches when importing a batch file 
> of MARC bib records?  We are using the following settings in the 
> Evergreen MARC File Upload on v2.06:
> 
>  
> 
> (all 3 boxes are checked)
> 
> Auto-Import Non-Colliding Records
> 
> Auto Merge/Overlay Exact Matches
> 
> Auto Merge/Overlay When Exactly 1 Match is Found
> 
>  
> 
> Merge/Overlay Profile is set to Overlay bibs
> 
>  
> 
> Instead of overlaying matching records, Evergreen generates a report 
> of non-imported records that we need to overlay individually using 
> Z39.50.
> 
>  
> 
> Does anyone know if the Overlay feature in batch import is a work in 
> progress, or perhaps requires settings other than what we are using?
> 
>  
> 
> TIA--
> 
>  
> 
> Steven R. Pisani
> 
> Cataloger
> 
> Bibliomation, Inc.
> 
> 32 Crest Road
> 
> Middlebury, CT 06762
> 
> 203-577-4070 x103
> 
> spisani at biblio.org
> 
>