CAT ADMINISTRATION

Chapter 4. MARC IMPORT AND EXPORT

   

 

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Mapping Locations

The Modify Location/Collection Table function lets you map locations data contained in MARC records to be uploaded to the appropriate location/collections used by your library. You may also edit the parameters for an existing location map or delete an existing location map from the location table.

NOTE: The Modify Location/Collection Table link is active only when values have been mapped for Location.

To add a location map:

1. Access the Import Items Setup screen for the Item Generation Setup for which you wish to map locations (see Entering and Editing Import Item Generation Parameters for details).
2. Click the Modify Location/Collection Table link.
   • The Define Location Table screen displays in an additional browser window or tab.

• The screen lists all currently defined location maps for the associated Item Generation Setup, in alphabetic order by External Name. Each line in the listing shows:
  • the Condition (matching type) for the mapped location
  • the text string in the imported record against which to perform the match (External Name)
  • the library Location to be applied to records matching the specified criteria

  NOTE: When creating a new Item Generation Setup, the Define Location Table will initially be blank.

• If desired, click the Generate Map button to generate a default location table based on all currently defined locations for your system.

3. Click the New button to define a new mapped location for the associated Item Generation Setup.
   • The Define Location Mapping screen displays in an additional browser window.

4. Define the External Location Name (the location specified in the records to be imported under the associated Item Generation Setup) for the location map:
   • Select the appropriate matching criteria from the External Location Name menu, as follows:
     • Equal to – a positive match will be determined if the external location is an exact match to the specified text string.
     • Begins with – a positive match will be determined if the external location begins with the specified text string.
     • Ends with – a positive match will be determined if the external location ends with the specified text string.
     • Contains – a positive match will be determined if the external location includes the specified text string.
   • Enter the text string against which the match will be made in the External Location Name text box.
5. Select the internal location that should be applied to records that are a positive match to the specified External Location Name from the Location Mapping menu.
   • The Location Mapping menu lists all currently defined locations for your system.
6. Indicate whether or not you wish to Override material type mapping for items matching the specified location map by selecting the Yes or No radio button, as appropriate.
   • If the Override material type mapping – Yes radio button is selected, choose the material type to be applied to items matching the specified location map from the Material (Format) Type menu.
     • The Material (Format) Type menu lists all currently defined material types for your system.

     NOTE: The Material (Format) Type menu is active only when the Override material type mapping – Yes radio button is selected.

7. When all appropriate information has been entered, click the Submit button to save the location map.
   • The Define Location Mapping screen closes automatically, and the Define Location Table screen refreshes to display your changes.
8. Repeat steps 3 through 7 to define additional location maps.

To edit a location map:

1. Access the Import Items Setup screen for the Item Generation Setup for which you wish to edit location maps (see Entering and Editing Import Item Generation Parameters for details).
2. Click the Modify Location/Collection Table link.
   • The Define Location Table screen displays in an additional browser window or tab.
3. Click the External Name link for the location map you wish to edit.
   • The Define Location Mapping screen for the selected location map displays in an additional browser window.
4. Edit the parameters for the location map as desired.
5. When all desired changes to the location map have been made, click the Submit button to save your changes.

To delete a location map:

1. Access the Import Items Setup screen for the Item Generation Setup for which you wish to delete location maps (see Entering and Editing Import Item Generation Parameters for details).
2. Click the Modify Location/Collection Table link.
   • The Define Location Table screen displays in an additional browser window or tab
3. Click the Delete link for the location map you wish to delete.
   • A confirmation dialog displays the message “Are you sure you want to delete this record?”
4. Click the OK button to delete the location map. (Click the Cancel button to cancel the deletion and leave the location map unchanged.)
   • The Define Location Table screen refreshes with the deleted location map removed from the list.
5. Repeat steps 2 and 3 to delete additional location maps.

 

 

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< PREVIOUS Chapter 4 Entering and Editing Import Item Generation Parameters

CONTENTS INDEX

NEXT > Chapter 4 Mapping Material Types