Add or modify an export profile

To add or modify an export profile

  1. On the Bibs tab, Export profiles subtab, do one of the following tasks:
    • To modify an existing profile, select it, and select View.
    • To add a new profile, select Add.

    2. The Modify a profile or Add a new profile window appears.

  2. Select an option in the Character encoding box: MARC-8, UTF-8, or LDR/09 for each record.
  3. To include holdings information in the export profile, select the This profile includes holdings checkbox, and do the following:
    1. In the MARC tag for holdings information box, type the bibliographic tag number where the holdings information is stored.
    2. For each holdings element to include in the holdings data, select the checkbox in the Extract Y/N column, and select the corresponding subfield to map to the holdings element.
  4. If applicable, select the form of the data in the Form (if applicable) column. This selection is available only for elements that have more than one format. For example, an assigned branch has a code (numeric ID), a name, and an abbreviation. Use the drop-down list to select the form that is exported.

    5. Note:
    To create an export profile without holdings data, you must select at least one tag to exclude from the profile.

  5. To exclude tags from the export, select the Tag(s) to exclude from export checkbox, and select one or more tags.
  6. Type a name for the export profile in the Profile box.

  7. Select Save.

    The new or modified export profile is saved and appears in the list of export profiles.