HomeCataloging Best PracticesAppendicesAppendix K: Holdings Import Profile

7.11. Appendix K: Holdings Import Profile

When importing holdings into NC Cardinal, libraries should use the Evergreen 852 Profile as their default Holdings Import Profile (unless there is a pre-existing profile that your system has been successfully using):

p=barcode (required, unless using Vandelay default library settings)

j=call number (required, unless using Vandelay default library settings)

g=circulation modifier (required)

t=copy number (optional, if needed)

b=owning library (required)

y=price (optional)

c= shelving location (required)

z= copy status (defaults to In process)



Barcode

You can set up two Library Settings to generate a temporary default barcode prefix and number for imported items that have not yet been assigned a permanent barcode:

The Vandelay Default Barcode Prefix should be the short policy name or first 3-4 letters of the short policy name of your library system.

Example: FOR for Forsyth or POLK for Polk

The Vandelay Generate Default Barcodes setting should be set to True to generate barcodes.


Call number

You can also set up two Library Settings to generate a temporary default call number prefix and number for imported items:


Circulation Modifier

You must use the exact format from the NC Cardinal circulation modifier list; must be in ALL CAPS, e.g. BOOK.


Owning Library

List the short policy name for the owning branch, as it appears in Evergreen


Shelving Location

You must use the exact format from the NC Cardinal shelving location list


Copy Status

You can set up two Library Settings to generate a temporary default copy status for imported items. Most libraries select "In process" for both.:

If a copy status other than the default is desired (e.g. On order), you must use the exact format from the list below. They grayed out statuses are not an option, as they can only be applied via Evergreen's automated processes.


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