Wiki source code of Preparing a MARC import
Version 1.1 by BibOS Admin on 2026/11/14 19:03
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| author | version | line-number | content |
|---|---|---|---|
| 1 | Review matching, item mapping and a small sample before a larger import. | ||
| 2 | |||
| 3 | {{toc/}} | ||
| 4 | |||
| 5 | Check the official Koha manual for your installed version. | ||
| 6 | |||
| 7 | {{id name="before-import"/}} | ||
| 8 | == Know what is in the file == | ||
| 9 | |||
| 10 | Koha supports staging MARC records before managing their import into the catalogue. The matching rule and item handling settings affect whether records are added or existing data is updated. | ||
| 11 | |||
| 12 | {{info}} | ||
| 13 | This is preparation guidance for a Koha environment. BibOS does not accept or import catalogue files yet. | ||
| 14 | {{/info}} | ||
| 15 | |||
| 16 | {{id name="sample-check"/}} | ||
| 17 | == Prepare a useful sample == | ||
| 18 | |||
| 19 | 1. Keep an untouched export from your current system and record its date and format. | ||
| 20 | 1. Select varied records, including multiple copies, non-Latin text, missing identifiers and different material types. | ||
| 21 | 1. Document which fields contain item barcodes, branch codes, locations and item types. | ||
| 22 | 1. In a test Koha environment, review matching rules and stage the sample. Inspect matches and problems before committing the import. | ||
| 23 | 1. Reconcile the result against expected title and item counts. Check character encoding, duplicate handling and individual copy details. | ||
| 24 | |||
| 25 | {{id name="acceptance"/}} | ||
| 26 | == Decide what counts as a pass == | ||
| 27 | |||
| 28 | Write down the expected result for each sample record before importing. A count alone will not reveal a copy attached to the wrong title. | ||
| 29 | |||
| 30 | If a source file is CSV, plan its transformation separately. A spreadsheet export is not automatically a valid MARC file. Keep the mapping and the transformed sample together for review. | ||
| 31 | |||
| 32 | {{id name="sources"/}} | ||
| 33 | == Official references == | ||
| 34 | |||
| 35 | * [[Koha manual: staging and importing records>>https://koha-community.org/manual/latest/en/html/cataloging.html]] | ||
| 36 | |||
| 37 | == Related guides == | ||
| 38 | |||
| 39 | * [[Planning a move to Koha>>doc:Guides.setup.migration.WebHome]] | ||
| 40 | * [[Catalogue records and items>>doc:Guides.catalogue.catalogue-records.WebHome]] |