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 updated: 07/30/15
Date of next review: July 2016
| Project | Rule Name | Rule Code | 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 | * * 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 |
| 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 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.