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Data Import Settings consist of:

  • Job Profile
  • Match Profile
  • Action Profile
  • Field Mapping Profile
  • Field Extensions

Job Profile: The purpose of the Job Profile is to define the type of import at the highest level. Elements include:

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  • Name (Required): Name of the action profile
  • Description: Describes the action profile to help you and others identify what it and what the action does
  • Details
    • Action (Required): There are 4 actions:
      • Create: Used for all record types
      • Combine: Used for all record types except Orders
      • Modify: Used only for MARC
      • Replace: Used for all record types except Orders and Invoices
    • FOLIO Record Type (Required): Select the FOLIO record type that will result from the action selected. Records available include:
      • FOLIO Instance
      • FOLIO Holdings
      • FOLIO Item
      • FOLIO Order
      • FOLIO Invoice
      • MARC Bibliographic in Source Record Storage and MarcCat
      • MARC Holdings in Source Record Storage and MarcCat
      • MARC Authority in Source Record Storage and MarcCat
  • Associated Field Mapping: Select the field mapping. This field mapping must already exist to link to it.

Field Mapping Profile: The purpose of the Field Mapping Profile is to map fields of the incoming record to FOLIO according to the actions associated with that field mapping. Elements include:

  • Name (Required): Name of the field mapping profile
  • Incoming Record Type (Required): Select the format of the incoming record
    • MARC Bibliographic
    • MARC Holdings
    • MARC Authority
    • EDIFACT
    • Delimited
    • Static value
  • Folio Record Type (Required): Select the format of the existing record in FOLIO
    • FOLIO Instance
    • FOLIO Holdings
    • FOLIO Item
    • FOLIO Order
    • FOLIO Invoice
    • MARC Bibliographic in Source Record Storage and MarcCat
    • MARC Holdings in Source Record Storage and MarcCat
    • MARC Authority in Source Record Storage and MarcCat
  • Description: Describes the field mapping profile to help you and others identify what it and what the mapping does

File Extensions: The purpose of File Extensions is to configure which file formats are allowed for import and which are blocked and cannot be imported. When creating a new file extension, elements include:

  • Description: Describes the file extension to help you and others identify what it is
  • File extension (Required): Enter the suffix to the name of the file format and include the period, i.e. .jpg, .jpeg, .mrc, .mrk
  • Block Import: Check off the box if you want to block the import for the file extension
  • Data Type(s) (Required): Select the data format type.
    • MARC
    • Delimited
    • EDIFACT

File extensions will display the following elements in Settings/Data Import/File Extensions:

  • Extension: Displays the suffix with period of the file extension
  • Block Import: Displays "allow" or "blocked" to indicate how file extension was configured for import
  • Data Type(s): Displays the file type selected
  • Updated: Displays the date when the file extension was last modified
  • Updated By: Displays the user who last modified the file extension