Set Import Options for Record Sets

When you are importing records, you can specify that certain types of records are to be grouped in record sets to facilitate record retrieval or bulk processing.

If you are importing multiple files in a single import job, each file of MARC records is saved in a separate record set.

You can set up record sets for grouping the following types of records:

• Final bibliographic records

• Provisional bibliographic records

• Bibliographic records with a deleted status

• Final authority records

• Provisional authority records

• Authority records with a deleted status

• Final item records

• Provisional item records

Note:
If you specify a bibliographic record set, the imported records are added to it. However, if the profile is set to reject incoming duplicate bibliographic records but retain specific tags from the rejected records, the resident bibliographic record with the retained tags is added to the record set. For example, if you import brief bibliographic records with 970 tags for creating purchase orders, the profile is set to reject incoming duplicate records, but retain the 970 tags. The 970 tags are saved in the resident record, and it is added to the record set. When the record set is bulk-added to a purchase order, the 970 tags automatically create the purchase order line item distribution grid.

To set import options for record sets

1. On the Import Profile workform, select the Record Sets tab.

2. For each record type, select one of the following options:

   • Save to new record set — Saves imported records to a new record set with the name you specify. If you select this option, do the following:

     1. Type the name of the record set in the Name box.

     2. Select the record set owner from the Owner list.

   • Save to existing record set — Saves imported records to the existing record set that you select. If you select this option, do the following:

     1. Select FIND.

        The record set Find Tool appears.

     2. Search for and select an existing record set.

     3. Select OPEN.

     4. Under Record Set Options, select Append or Replace.

     Note:
     If you have specified a record set for records with a status of Deleted, imported records with a status of Deleted are put in a record set. In addition, existing records that are overlaid by duplicate incoming records are put in the Deleted record set.

3. When you have finished setting import options for record sets, continue configuring the import profile. See Create an Import Profile. You must save the import profile for your changes to take effect.