Follett VERSION 6.00, User Manual

Page: 294 / 730

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 copies with a
PHD (see page 338), in the Copy Editor (page 286), or in the Individual
Update dialog (page 330).
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.