Review Selection Tab

Reports that include a review selection may or may not include all of the following selections.

Batch File Name

All files loaded for review may be designated by a specific batch name. Type a batch file name that does not exceed 14 characters in length. This name displays in the Load Report field in the review record displayed at the workstation.

Cataloging Library

Only one library may be designated as the cataloging library when loading records for review. Select a library from the list.

Default Record Format

If the loader is unable to determine the format of the record, this is the format that will be assigned. Select a record format from the list.

Default Review Status

All of the records loaded for review will have the designated review status. Select a default review status from the list.

File to Review

Files of records to be loaded for review must be imported using the MARC Import Utility wizard. Type the name of the file as it is named on the server into the text box.

Load Format

Select the format of the review records to be loaded. Click Flat for all records that are not in MARC format, such as TECHRPT.

Preprocessing Method

Certain types of records require preprocessing. If you are using the 049 tag in the MARC record to construct your holdings, or you use new Microlif records with holdings information in the 852 field, or old Microlif records with holdings in a 9xx field, your records may require preprocessing. If you use copy processing with a SIRSI holdings statement, these preprocessing methods are not required. Select a preprocessing method, other than None, from the list.

Title Control Number

The title control key rule prescribes the number that will be used as the title control number in SirsiDynix Symphony. In determining whether an incoming record matches a record already in the SirsiDynix Symphony database, the title control keys of existing records are matched against title control key of the incoming record. The first title control key in the list of rules to match is provisionally assigned to incoming record, and is then matched against existing title control keys. If a match is found and the records are being loaded to update, the incoming record will replace the matching title control key record. If no match is found, the incoming record is assigned the second title control key in the list, and the match and replace happens again. This process continues until an existing title control key matches a title control key in the rule list. If no match is found, a new record will be created and will be assigned the first title control key rule named in the list, if the records are being loaded to create. Use the Title Control Key Rule gadget to select control key rules.

Strip Unwanted Entries

Certain entry IDs may not be used in completed catalog records in your library. If selected, those fields are automatically removed from incoming records. If cleared, all fields in the imported record display in the loaded record.