Dear friends, Thanks to support from Equinox team, we have been trying migrate several institutions to Evergreen 1.6.0.1.
Currently we have a rather difficult task of importing records and holdings from an Excel file, which includes all the basic tags required by MARC21. The table also includes some holdings information (i.e. the number of copies available at the branch). I would very much appreciate if someone could point out the best way to batch import the records and holdings to our consortium catalog and make the visible in OPAC. I know there is a batch import function in the Staff Client, but when importing records by this method, the holding data seems to get lost, the records are not associated to a specific branch and they are not visible in OPAC as well. Taking a look at the documentation, I am a bit confused and could really use some help. I would guess that the process would involve some of the following steps - Adjusting Excel table columns to include the required MARC21 data and holdings information - Converting the table to marcxml - Adjusting the xml file - Importing the data either by Staff Client batch import or directly to the database (or by Postgre administration web interface) - Assigning the imported data to a specific branch - Making holdings data active - Making the records visible in OPAC Of course this is just a guess, so any advice would be greatly appreciated :) Thanks for your help!
