|
|
Configure MARC Upload
In Online Selection & Acquisitions (OSA), the Configure MARC Upload option on the Admin menu provides
users with the Configure MARC Upload Vendor permission, the ability to configure uploaded MARC Record 945 tag settings.
When uploading MARC records from vendor websites, the branch, fund, and collection codes in the records need to be established in OSA.
If the incoming data is not set-up correctly in OSA, an error message will display and the record will not be loaded.
Automatic List Retreival: The user also has the option to enable and configure the Automatic List Retrieval feature. This feature allows OSA to
automatically retrieve suggestion lists or "carts" that are available from the vendor's FTP site.
See Automatic List Retreival / Automatic Upload Log for more information about this process and how to access
the Automatic Upload Log to view records of successful uploads or any error entries.
To Configure MARC Upload:
- Click the Admin link at the top of the OSA screen. The Administration menu will display.
- Under the Acquisitions Setup heading, click Configure MARC Uploads.
- The Vendor Upload Configuration Selection dialog
( Figure 101 ) will display.
- The Vendors listed under the Add drop-down have NOT been configured for MARC upload. The Vendors listed
under the Update drop-down have been configured for MARC upload.
To Add MARC Upload Settings for a Vendor:
- Click a Vendor name on the Add drop-down list, and then click the Add button.
- A MARC Upload Configuration dialog ( Figure 102 ) will display with the selected vendor name appearing in the title area of
the dialog, and the default settings filled in for the Distribution Information and Other Information sections.
- Make any necessary changes to the default settings for those sections.
- Immediately below the Other Information section is a check box labeled Automatically Retrieve Lists from This
Vendor FTP Site. If this option is selected the system will automatically retrieve suggestion lists or "carts" that are available
from the vendor's FTP site. If you desire to enable this option select the check box and the dialog will expand to include an Automatic List
Retrieval section.
- In that section make the requested selections from the drop-down lists, and fill in the FTP information as follows:
- Select owner of retrieved lists (drop-down) - OSA will assign ownership of retreived lists to the selected user that can view these lists under
their My Lists display.
- Select Duplicate Record Handling Method (drop-down) - OSA will use this selection to load duplicate records to a separate
list, or NOT load any duplicate records.
- FTP Login - ID and Password to this vendors FTP site.
- FTP Address - The name of the vendors server and the directory on that server where the lists are stored.
- FTP Wildcard - File name extension (i.e., *.*) for the file(s) being retreived.
- FTP Transfer Method (Ascii or Binary) - Transfer format used by the vendor.
- When all Distribution Information, Other Information, and Automatic FTP Retreival
(if checked) information is set as desired, click
the Save button.
- You will be advised that the vendor configuration settings have been saved. Click OK. The vendor will now also be displayed on the Update drop-down list.
- To perform other OSA Administrative functions, click the appropriate entry on the navigation menu at the far left.
To Update MARC Upload Settings for a Vendor:
- Click a Vendor name on the Update drop-down list, and then click the Update button.
- A MARC Upload Configuration dialog will display with the selected vendor name appearing in the title area of
the dialog, and the current settings filled in.
- Make any necessary changes to the current settings. When all Distribution Information , Other Information, and Automatic
List Retreival fields are set as desired, click the Save button.
- You will be advised that the vendor configuration settings have been saved. Click OK.
- To perform other OSA Administrative functions, click the appropriate entry on the navigation menu at the far left.
|
|
