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    Configuring Record Import

    Translatable
    To configure import profiles, you must have one of the following roles:
    • Catalog Administrator
    • General System Administrator
    Import profiles define processes that import metadata and purchase order information into Alma. An import profile includes source format, mapping definitions, and normalization routines to be executed during the import process. You create one or more profiles for each vendor. You create multiple import profiles for a vendor for particular purchase types; for example: different profiles for materials funded through different funds, or for purchases for different libraries.
    For more information on import profiles see Record Import.

    Configuring Originating Systems for Import Profiles

    To configure originating systems for import profiles, you must have one of the following roles:
    • Catalog Administrator
    • General System Administrator
    You can configure the originating systems that are used when creating import profiles (such as WorldCat or Library of Congress) on the Import Profile Originating Systems code table (Resource Management > Resource Configuration > Configuration Menu > Record Import > Originating Systems for MD Records).
    Configuration Files Page - Originating Systems for MD Records
    The originating systems that you configure in this section are available in the Originating System drop-down list when creating import profiles (see Creating/Editing an Import Profile: General Profile Information). For more information about code tables, see Code Tables.You can add new originating system. The originating system that you add applies to all libraries within the institution.
    You can also import information to the table from an Excel file; see Importing Code Table Information.
    To add a new originating system:
    1. On the Import Profile Originating Systems page, under Create New Code Table Row, enter a code for the new originating system.
      Create New Reporting Code Row Section of the Code Table Page
    2. Enter a description.
    3. From the Default value drop-down list, select Yes if the new originating system will be the default reporting originating system whenever the Originating Systems for MD Records drop-down list appears.
    4. Click Add Row. The new originating system appears at the bottom of the list of defined originating systems. Note that by default, each new originating system is enabled. To disable a system, click the yellow check mark to the left of the originating system.
    5. Click Save to store the new originating system details.
      Import Profile Originating Systems
    To enable/disable an originating system, click the check mark to the left of the system.
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