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: 07/20/2018
Date of next review: July 2019
| Project | Rule Name | Rule Code | Bib Dup Profile | Loc Info | Load Type | Item Type | Mapping (See Note 8) | Barcode | Locations Used |
|---|---|---|---|---|---|---|---|---|---|
| ACLS Records | ACLSUpdate | ACLSUPD | NetLibConditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo |
| Authorities Weekly Updates | AuthMerge | AUTHMERG | AuthMerge | None | Auths Only | None | None | None | N/A |
| Aux Amateurs (Approvals) | AUXappr | AUXAPPR | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | Olin, Fine Arts, ILR, |
| Batch OPAC Suppression | BIBSuppress ( See Note 3 ) | BIBSUP | BIBReplace | None | Bibs Only | None | None | None | N/A |
| Batch BIB Update | BIBUpdate | BIBUPD | BIBReplace | None | Bibs Only | None | None | None | N/A |
| Batch BIB Maintenance | BIBMaintenance ( See Note 7 ) | BIBMAINT | BIBReplace | None | Bibs Only | None | None | None | N/A |
| Cambeiro (Approvals) | Cambeiro | CAMBEIRO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | Olin, Wason, Echols, Music, ILR, LTS Review, ILR (Annex), serv,remo |
| Casalini | Casalini | CASALINI | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None | Olin |
| Casalini Enhanced | CasaliniEnhanced | CASPLUS | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 9 52 b | Non-LC | None | Olin, ILR, Fine Arts, Music, ILR (Annex) |
| Casalini (Standing Orders) | CasaliniSO | CASSO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | Olin |
| CIS Microfiches (Multipart items) | CISMicro1 (See Note 3 ) | CIS1 | Import Unconditional | None | Bibs/MFHDs Only | None | None | None | N/A |
| CIS Microfiches (Single part items) | CISMicro2 | CIS2 | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | Law, Olin |
| CJK Approvals | CJKappr | CJKAPPR | Merge ONLY | 952 b ** | Bibs, MFHDs, Items | * * 952 b | LC (See Note 9) | * * 976 p | Wason |
| CJK (OCLC) | CJKIMPORT | CJKIMP | Overlay | None | Bibs/Auths Only | None | None | None | N/A |
| CJK Original Script (complete set of RLIN records) | CJKScript | CJKSCRIP | CJKScriptMerge | None | Bibs/Auths Only | None | None | None | N/A |
| Coutts Shelf-Ready | Coutts Shelf-Ready | COUTTSR | Import Conditional | 852 b ** | Bibs, MFHDs, Items | ** 852 b | Non-LC (See Note 9) | ** 976 p | Mann, Olin, Math, Vet, Fine Arts, Music, ILR, Uris, JGSM, Hotel, Wason, Echols, South Asia, Asia (General), Ornithology |
| Create Bibs Suppressed Electronic | CreateBibsSuppressedElec | CREASUPE | Import Unconditional | 952 b | Bibs, MFHDs | * * 952 b | Non-LC | None | serv,remo |
| Create Suppressed with Items | Create_Suppressed_IT | CRESUPIT | Import Unconditional | 952 b | Bibs, MFHDs, Items | * * 952 b | Non-LC | 976 p | Olin, Wason, Music Locked Press |
| CUL Digitization (Preliminary Records) | CreateBibsSuppressed | CREASUP | Import Unconditional | 952 b | Bibs, MFHDs | None | Non-LC | None | RMC, Olin |
| Early English Books Online | EEBO | EEBO | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo; Wason |
| Eighteenth Century Collections Online | ECCO | ECCO | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo |
| Electronic Import Conditional | ElectronicImpCond | ELECCON | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | serv,remo |
| Firm Orders (CTS) | AmasFO | AMASFO | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None | Olin, Uris, Fine Arts, Music, Africana, JGSM, Hotel, Engineering, Echols, Phys Sci, Math, Vet, Mann, Entomology, Ornithology, RMC Iceland, Wason, South Asia, Olin Reference, Asia (General), Asia A/V |
| Harrassowitz (Approvals) | Harrassowitz | HARRASS | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None | Olin, ILR, Fine Arts, Music, ILR (Annex) |
| Harrassowitz Full | HarrassowitzFull | HARRFULL | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None | Olin, ILR, Fine Arts, Music |
| Harrassowitz (Standing Orders) | HarrassowitzSO | HARRASSO | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | Fine Arts, ILR, Olin, Music |
| Hein Firm Orders | HeinFO | HEINFO | Import Conditional | 952 b ** | Bibs, MFHDs, POs | * * 952 b | Non-LC | None | Law, Law Reference, Law Technical Services, Law Reserve |
| Iturriaga | Itturiaga | ITTUR2 | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | Olin |
| Batchmatch | MARCadia | MARCADIA | MARCadiaMerge | None | Bibs Only | None | None | None | N/A |
| Marcive (Updated records) | Marcive | MARCIVE | MarciveMerge | None | Bibs Only | None | None | None | N/A |
| Marcive (New) | MITCogNet | MITCN | MIT Conditional | None | Bibs/MFHDs | None | None | None | serv,remo |
| Merge | 001 Merge Only | 001MERG | BBID Merge Only | N/A | Bibs Only | N/A | N/A | None | N/A |
| Merge | 035 Merge Only | 035MERG | Merge ONLY | N/A | Bibs Only | N/A | N/A | None | N/A |
| Microform Analytics (with 952) | MicroAnalytics ( See Note 4 ) | MICRO | Recon Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC (See Note 6 ) | * * 976 p | Echols, Olin |
| Microform Analytics (with 947) | MicroAnalytics2 ( See Note 4 ) | MICRO2 | Recon Conditional | 947 l ** | Bibs, MFHDs | * * 947 l | Non-LC ( See Note 6 ) | * * 976 p | Olin, Echols |
| MIT CogNet | MITCogNet | MITCN | MIT Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | Maps; serv,remo; Law |
| MIT CogNet Suppression | MITCogNetS ( See Note 3 ) | MITCN2 | MIT Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo |
| NetLibrary (Owned) | NetLibrary1 | NETLIB1 | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo |
| NetLibrary (Unowned) | NetLibrary2 ( See Note 5 ) | NETLIB2 | NetLibConditional | 952 b ** | Bibs, MFHDs | * * 952 b | LC | * * 976 p | serv,remo |
| NetLibrary (Unconditional) | NetLibrary3 | NETLIB3 | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | LC | * * 976 p | serv,remo |
| Oxford Reference Online | OxfordRefOnline | OXREF | NetLibMerge | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | serv,remo |
| Proquest ebooks | ProquestUnconditional | PROQUN | Import Unconditional | 952 b ** | Bibs, MFHDs, POs | ** 952b | Non-LC | ** 976 p | serv,remo |
| ProQuest Updates | PQDUpdates | PQDUPD | PQDMERGE | None | Bibs/MFHDs Only | None | None | None | N/A |
| Recon 1 (Bulk Import only) | Recon1 | RECON1 | Recon Conditional | 947 l ** | Bibs, MFHDs, Items | * * 947 l | LC | * * 947 y | Olin, Olin Room 301, Olin Room 305, Olin Room 401, Olin Room 404, Olin Room 405, Olin Room 601, Olin Room 604, Olin Room 605, Olin (Annex), Olin Storage, Olin Storage 2, Olin Reference, RMC, RMC Annex, RMC Reference, RMC History of Science, Maps |
| Recon 2 (Bulk Import, with BatchCat) | Recon2 (See Note 3 ) | RECON2 | Recon Conditional | None | Bibs/Auths Only | None | None | None | N/A |
| Serial Solutions Deletes | SerialSolutionsDelete ( See Note 3 ) | SERSOLD | NetLibMerge | None | Bibs Only | None | None | None | N/A |
| Serial Solutions (New) | SerSolUnconditional | SERSOLUN | Import Unconditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | None | serv,remo; Echols (Annex) |
| Serial Solutions Updates (Full MARC) | SerialSolutionsUpdates | SERSOL | NetLibMerge | None | Bibs Only | None | None | None | N/A |
| Coutts APPR | Yankee | YANKEE | Import Conditional | 952 b ** | Bibs, MFHDs | * * 952 b | Non-LC | * * 976 p | Olin |
Note 1: For all bulk import into the production database, owning library = cu
Note 2: 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.
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.