Follett VERSION 6.00 User Manual

Page 294

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04/04

294

Cataloging

The category names that are defined in your System Setup are used.

If an incoming copy has an undefined category code, a new one is

created and named n Added by Import" (n" is the undefined category

code). You can change this name, or delete the category altogether, in

System Setup (see page 53).

In Cataloging, you can assign additional categories to the copiesĊwith a

PHD (see page 338), in the Copy Editor (page 286), or in the Individual

Update dialog (page 330).

S

To add a sub location, enter up to 20 characters in the last text box.

Import adds this information to the copy record if the incoming 852_b

subfield is blank.

After you choose your copy options, click OK to save them and to return to

the Import MARC 21/852 Holdings Format dialog.

3. After selecting your options, insert the import file disk (if necessary), and

click Import. Or, if you want to check the results before importing, click

Preview. Preview reads the incoming records, compares them to the existing

records, and generates an exception report, but does not actually import the

records. A standard Open File dialog then appears. Locate and select your

import file, and click Open. A progress dialog appears.

Warning:

All changes made to your database are immediate. You cannot

reverse the changes by canceling the import process. (The

Preview process, however, does not alter your data.)

4. When the process is complete, a message appears asking if you want to

import another file with the same options. If you choose No, the Import

dialog and the Import Options dialog entries revert to the default settings.

When you are finished, click Close. The application generates an exception

report listing any errors that were encountered during the process (see

Interpreting the exception report," page 308). If the Import process assigned

barcodes or skipped any categories entered on the Import Options dialog, the

report lists these also.
If you're previewing an import, look over the exception report and decide

whether your import settings need any adjustments before you do the actual

import.

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