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3.5. Setting Up Grids in Vendor Accounts

Last Updated 01/21/2025

What is a Grid?

In your vendor's account, your grid, or MARC profile, is how you ensure the metadata for the title you're buying is correctly mapped to your MARC record. Of specific importance to the acquisitions workflow in Evergreen is the inclusion of accurate holdings information in the 961 field of the records. When adopting Acquisitions, one step of the process is setting up the grids for your vendors to include the correct subfields and values within the record to ensure the correct holdings information is imported into your purchase orders.

Setting Up Your Grid in Ingram

To set up your grid in Ingram, navigate to your iPage account and log in.

1. From the My Account menu, choose iPage Account Settings, found in the Administrator Settings section of the menu.
2. Set your Acquisitions Vendor to Other.
3. Click the MARC Setup button in the bottom right-hand corner.
4. In the Data Mappings interface, add the 961 tag and each subfield as defined in NC Cardinal's Holdings Import Profile.
5. For Branches, Locations, Funds, and Circ Modifiers, click the button to Add/Edit Values on the line for that subfield. 
6. Add each of the Codes to the box in the Edit interface. Make sure the formatting, including casing, matches exactly. You can find the correct codes in the appropriate sections within the Server Admin portal.
7. Be sure to save.