Provider

The provider the records are coming from

Depends on who the order comes from.

Ordering Agency

The organizational unit from which you do ordering.

This is your library. Multi-branch libraries may select their system or a specific branch.

Fiscal Year

The year from which the funds should be used to populate the purchase order.

This is the current calendar year for libraries with a January to December fiscal year. Libraries with other fiscal years may use previous or future calendar years.

Add to Selection Lists

Allows you to create a new selection list or pick an existing one.

Use this field if you want to load your line items to a selection list.

Create Purchase Order

When checked, Evergreen will create a purchase order as part of the upload process.

This should always be checked unless your library uses selection lists.

Activate Purchase Order

When checked, Evergreen will attempt to activate the purchase order as part of the upload process.

This should NEVER be checked. Libraries should review their purchase orders first to ensure everything is correct before activating them.

Record Source

This is recorded in the catalogue record to indicate who the records came from.

Depends on who the provider is.

Record Match Set

Evergreen will use this to determine whether records in your file match existing records in the Sitka catalogue.

Always use SitkaMatch.

Merge Profile

Evergreen will use this to determine how to merge matches together.

For brief on order records you MUST always use Merge Using EXISTING Record.

Insufficient Quality Fall-Through Profile

This is not currently used by Sitka.

Best/Single Match Minimum Quality Ratio

This is not currently used by Sitka.

Import Non-Matching Records

When checked, Evergreen will automatically import records that do not match existing records.

This setting should always be checked.

Merge On Exact Match (901c)

When checked, Evergreen will only merge records if the values in the 901 $c field match.

Generally left unchecked.

Merge On Single Match

When checked, Evergreen will import records that only have one match in the system.

Generally left unchecked.

Merge On Best Match

When checked, Evergreen will merge records together using the best match as defined by the match score.

This setting should always be checked.

Load Items for Imported Records

When checked, Evergreen will create items in the catalogue if holdings information is included in the MARC records.

This should NEVER be checked. Libraries should wait and have items loaded as part of the activation process.

Select or Create a Queue

Here you can enter a new queue name or select an existing queue. We recommend creating new queues as needed to ensure they contain a manageable number of records in the event that troubleshooting is required.

File to Upload

Here you select the file of MARC records that you would like to load from where it is saved on your computer or shared drive.