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Home → Acquisitions in Evergreen → Batch Load Purchase Order Records → Default Upload Settings

5.2. Default Upload Settings

Last Updated 10/31/2023


Default Upload Settings

You can set default upload values by modifying the following settings in Administration → Local Administration → Library Settings Editor:

  • Upload Activate PO (do not use)
  • Upload Create PO (optional)
  • Upload Default Insufficient Quality Fall-Thru Profile (requires further setup)
  • Upload Default Match Set - already set to Cardinal match for the consortium (mandatory)
  • Upload Default Merge Profile (Orders or Match-Only Merge)
  • Upload Default Min. Quality Ratio (requires further setup)
  • Upload Default Provider (optional, but not recommended if you use multiple Providers)
  • Upload Import Non Matching by Default (optional)
  • Upload Load Items for Imported Records by Default (optional)
  • Upload Merge on Best Match by Default (optional)
  • Upload Merge on Exact Match by Default (do not use)
  • Upload Merge on Single Match by Default (do not use)
Acq upload settings in Library Settings Editor

 

 

Knowledge Tags
default upload settings  /  Acquisitions Load MARC Order Record  / 

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