Scope: Import Rules: This chart describes the "rules" associated with each of CUL's bulk import projects.
Note: Before running Bulk Import jobs, verify that MARC Character Set Mapping is set correctly for the records to be imported.
Contact: Gary Branch
Unit: Batch Processing and Metadata Management
Date last reviewed: 07/23/2017
Date of next review: July 2018
| Project | Rule Name | Rule Code | Bib Dup Profile | Loc Info | Load Type | Item Type | Mapping (See Note 8) | Barcode |
|---|---|---|---|---|---|---|---|---|
| ACLS Records | ACLSUpdate | ACLSUPD | NetLibConditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| Authorities Weekly Updates | AuthMerge | AUTHMERG | AuthMerge | None | Bibs/Auths Only | None | None | None |
| Aux Amateurs (Approvals) | AUXappr | AUXAPPR | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Batch OPAC Suppression | BIBSuppress ( See Note 3 ) | BIBSUP | BIBReplace | None | Bibs/Auths Only | None | None | None |
| Batch BIB Update | BIBUpdate | BIBUPD | BIBReplace | None | Bibs/Auths Only | None | None | None |
| Batch BIB Maintenance | BIBMaintenance ( See Note 7 ) | BIBMAINT | BIBReplace | None | Bibs/Auths Only | None | None | None |
| Cambeiro (Approvals) | Cambeiro | CAMBEIRO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Casalini | Casalini | CASALINI | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None |
| Casalini Enhanced | CasaliniEnhanced | CASPLUS | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 9 52 b | Non-LC | None |
| Casalini (Standing Orders) | CasaliniSO | CASSO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| CIS Microfiches (Multipart items) | CISMicro1 (See Note 3 ) | CIS1 | Import Unconditional | None | Bibs/Auths Only | None | None | None |
| CIS Microfiches (Single part items) | CISMicro2 | CIS2 | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| CJK Approvals | CJKappr | CJKAPPR | Import Conditional | 952 b ** | Bibs, MFHDs, Items | * * 952 b | Non-LC (See Note 9) | * * 976 p |
| CJK (OCLC) | CJKIMPORT | CJKIMP | Overlay | None | Bibs/Auths Only | None | None | None |
| CJK Original Script (complete set of RLIN records) | CJKScript | CJKSCRIP | CJKScriptMerge | None | Bibs/Auths Only | None | None | None |
| Coutts Shelf-Ready | Coutts Shelf-Ready | COUTTSR | Import Conditional | 852 b ** | Bibs, MFHDs, Items | ** 852 b | Non-LC (See Note 9) | ** 976 p |
| Create Bibs Suppressed Electronic | CreateBibsSuppressedElec | CREASUPE | Import Unconditional | 952 b | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Create Suppressed with Items | Create_Suppressed_IT | CRESUPIT | Import Unconditional | 952 b | Bibs, MFHDs, Items | * * 952 b | Non-LC | 976 p |
| CUL Digitization (Preliminary Records) | CreateBibsSuppressed | CREASUP | Import Unconditional | 952 b | Bibs, MFHDs | None | Non-LC | None |
| Early English Books Online | EEBO | EEBO | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| Eighteenth Century Collections Online | ECCO | ECCO | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| Electronic Import Conditional | ElectronicImpCond | ELECCON | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Firm Orders (CTS) | akateem | AKAT | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None |
| Harrassowitz (Approvals) | Harrassowitz | HARRASS | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None |
| Harrassowitz Full | HarrassowitzFull | HARRFULL | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None |
| Harrassowitz (Standing Orders) | HarrassowitzSO | HARRASSO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Hein Firm Orders | HeinFO | HEINFO | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None |
| Iberbook | Iberbook | IBERBOOK | Import Conditional | 952 b ** | Bibs,MFHDs, POs | * * 952 b | Non-LC | None |
| ISBN Testing | ISBNtest | ISBNTEST | ISBN Testing | None | Bibs/Auths Only | None | None | None |
| Iturriaga | Itturiaga | ITTUR2 | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| LC Resource File | LCResourceFile ( See Note 2 ) | LCFILE | LCReplace | None | Bibs/Auths Only | None | None | None |
| LC Resource File (Vendor Records) | LCResourceFile ( See Note 2 ) | GENVEND | Acq Conditional | None | Bibs/Auths Only | None | None | None |
| MARCadia | MARCadia | MARCADIA | MARCadiaMerge | None | Bibs/Auths Only | None | None | None |
| Marcive (First Load) | Marcive | MARCIVE | MarciveMerge | None | Bibs/Auths Only | None | None | None |
| Marcive (Second Load) | Marcive2 | MARCIVE2 | MarciveMerge2 | None | Bibs/Auths Only | None | None | None |
| Merge | 001 Merge Only | 001MERG | BBID Merge Only | N/A | N/A | N/A | N/A | None |
| Merge | 035 Merge Only | 035MERG | Merge ONLY | N/A | NA | N/A | N/A | None |
| Microform Analytics (with 952) | MicroAnalytics ( See Note 4 ) | MICRO | Recon Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC (See Note 6 ) | * * 976 p |
| Microform Analytics (with 947) | MicroAnalytics2 ( See Note 4 ) | MICRO2 | Recon Conditional | 947 l ** | Bibs, MFHDs | * * 947 l | Non-LC ( See Note 6 ) | * * 976 p |
| MIT CogNet | MITCogNet | MITCN | MIT Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| MIT CogNet Suppression | MITCogNetS ( See Note 3 ) | MITCN2 | MIT Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| NetLibrary (Owned) | NetLibrary1 | NETLIB1 | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| NetLibrary (Unowned) | NetLibrary2 ( See Note 5 ) | NETLIB2 | NetLibConditional | 952 b ** | Bibs, MFHDs | * * 952 b | LC | * * 976 p |
| NetLibrary (Unconditional) | NetLibrary3 | NETLIB3 | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | LC | * * 976 p |
| NY State Docs (Bulk Import, with BatchCat) | NYStateDocs ( See Note 3 ) | NYDOCS | Recon Conditional | None | Bibs/Auths Only | None | None | None |
| Oxford Reference Online | OxfordRefOnline | OXREF | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
| Proquest ebooks | ProquestUnconditional | PROQUN | Import Unconditional | 952 b ** | Bibs, MFHDs, POs | ** 952b | Non-LC | ** 976 p |
| ProQuest Updates | PQDUpdates | PQDUPD | PQDMERGE | None | Bibs/Auths Only | None | None | None |
| Recon 1 (Bulk Import only) | Recon1 | RECON1 | Recon Conditional | 947 l ** | Bibs, MFHDs, Items | * * 947 l | LC | * * 947 y |
| Recon 2 (Bulk Import, with BatchCat) | Recon2 (See Note 3 ) | RECON2 | Recon Conditional | None | Bibs/Auths Only | None | None | None |
| Serial Solutions Deletes | SerialSolutionsDelete ( See Note 3 ) | SERSOLD | NetLibMerge | None | Bibs/Auths Only | None | None | None |
| Serial Solutions (New) | SerSolUnconditional | SERSOLUN | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None |
| Serial Solutions Updates (Cornell Sleeks) | SerSolUpdates | SERSOL | SerSolMerge | None | Bibs/Auths Only | None | None | None |
| Serial Solutions Updates (Full MARC) | SerialSolutionsUpdates | SERSOLC | NetLibMerge | None | Bibs/Auths Only | None | None | None |
| Yankee APPR | Yankee | YANKEE | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p |
Note 1: For all bulk import into the production database, owning library = cu
Note 2: Bulk import for the LC Resource File is done through the RD SysAdmin (owning library = resourcedb)
Note 3: Check "Batch OPAC Suppress" box under "Rules" tab
Note 4: Choose "MARC Character Set Mapping" based on individual project
Note 5: NetLibrary1 and NetLibrary2 represent similar bulk import profiles, though their rules have sometimes varied.
Note 6: Choose default mapping location based on individual project
Note 7: Check "Leave OPAC Suppress Unchanged for Replaced and Merged Records" box under "Rules" tab.
Note 8: For codes in the "Mapping" column, "None" means that no holdings are created. For those marked "Non-LC," the location is taken from the 952$b and the textual call number is taken from the 952$h. For those marked "LC," the location is taken from the 952$b and the call number is taken from the 050$a and $b.
Note 9: Copies 852 $b, $k, $h, $i and $m to the MFHD.
Note 10: If you click on the "Item Information" tab in Sys Admin, you can check the "Number all copies" radio button and enter "1" in the following field to automatically enter copy number "1" in records created.