Home → Acquisitions in Evergreen → Batch Load Purchase Order Records → Load MARC Order Record
Last Updated 11/14/2023
The Acquisitions Load MARC Order Record interface enables you to add MARC records to selection lists and purchase orders and upload the records into the catalog.
Note: Catalogers who use this interface should only create purchase orders as a first step. Then, as a secondary step, review thoroughly before activating the purchase order.
Leveraging the match sets available in the cataloging MARC batch Import interface, you can load bibs and items into the catalog utilizing record matching mechanisms to prevent the creation of duplicate records. For further details on record matching and importing, see the Cataloging knowledge book.
The Load MARC Order Records screen enables you to upload MARC records into Evergreen, and save them on your computer. You can add the records either to a selection list or a purchase order.
Note: We recommend that you always open a fresh tab to import acquisitions records, as there have been instances where reusing a 'stale' tab has caused problems for catalogers.
We recommend you create templates for record types you upload frequently. To do so, fill in the generic fields as required for the template and type a template name in the box at the top of the form. When all fields are filled in as required for the template, click Save Template.
After creating templates, you can use them by selecting them from the drop-down menu in the name field.
Purchase Order Section:
Upload Settings Section
This Upload Section
The Upload button transfers records from the import file to the CARDINAL server. Once the upload button is clicked, the screen displays “Uploading… Processing…” to indicate that the records are being transferred. A progress bar should display, showing the actual import progress.
A summary of the items that were processed appears. Click the links that appear to view the purchase order or the selection list.