Wheelers ePlatform, Bolinda eAudiobooks, and other vendors (eg. Ebsco, CUP, WB), provide schools with a catalogue record in USMARC format for each title purchased. These can be imported into Infiniti to create digital links to the ebook download on the vendor platform.


If cataloguing services such as SCIS have full catalogue records (mainly Wheelers records) for the items you have purchased, you can enrich these basic MARC records with metadata from that service. 


Import MARC21 Records


You can import a file of MARC21 records for the titles you have purchased from your vendor.


Go to: Cataloguing > Imports > MARC 21

  1. Set the formatof the file to be imported.  Note: File should have .dat, .mrc, .marc extension, be unzipped, and less than 32mb in size
  2. Clickto locate your already prepared MARC File.
  3. Records are matched on ISBN or ISSN. Choose Existing ISBN/ISSN Treatment:
    1. Always create new records - if an ISBN/ISSN match is detected, ignore the match and create a new record. This may result in duplicate records.
    2. Overwrite Existing Records - if an ISBN/ISSN match is detected, overwrite the existing record/s with data from the imported record.
    3. Skip Existing Records - if an ISBN/ISSN match is detected, leave the existing record/s unchanged and skip over the imported record.
  4. For bibliographic records contained in the file, Add Copy For New Records:
    1. Yes - create a holdings record. Note: Use for importing a file containing only bibliographic records for digital resources.
    2. No -  do not create a holdings record. Note: Use for importing a file containing only bibliographic records for non-digital resources.
    3. Digital Records Only - create a holdings record only if the bibliographic record is for a digital resource. Note: Use for importing a file containing a mix of bibliographic records for digital and non-digital resources, or when you are unsure of the media type contained in the file. 
  5. Choose the Site to locate this batch of digital records in. Note: Digital items should ideally be stored in a digital site. eg. Digital - General, Digital - Senior, Digital - Teaching Resources depending on audience.
  6. Choose Media Type:
    1. Use Media Type Import Rules - the import process will determine the media type based on your rules, or ...
    2. {select appropriate media} - all records in the batch will be assigned the selected media type.  eg ebook, eaudiobook
  7. Choose to Exclude Subject Vocabulary:
    1. SCIS - exclude the SCIS subject headings.
    2. ScOT - exclude the ScOT subject headings.
    3. SCIS+ScOT - exclude both SCIS and ScOT.
  8. Read Current Import Behaviour carefully to ensure the imported records will be allocated as you expect. Note: This is a dynamic message that draws its content from the current values on this page and the configuration settings in Config > Settings > General.
  9. Clickwhen ready.


  • NOTE : After successful import, the digital records will require their Status to be Bulk updated from 'Catalogue' status created by the Import, to 'Online'.  This enables them to be viewed from the Opac.  
  • Use Catalogue > Bulk update > by searching > choose Site = relevant Digital site, Section = Digital, Status = Catalogue > search.
  • Click on and choose Status = On line > type YES into the box with the warning > Save changes.    

Enhancing Basic MARC Records

 

To assist your patrons to more readily find the items you have imported you can enhance the basic imported records by either adding metadata manually or by importing metadata from a MARC21 cataloguing source eg. SCIS for Wheelers' records. Note: You may find that some MARC21 cataloguing sources do not have full catalogue records for some of the records you have imported.


Go To: Reports > Cataloguing > Backward Glance
  1. Optionally choose the Media Type from the dropdown list.
  2. Set the Catalogued after date.
  3. Click  to locate the selected media catalogued since the nominated date.
  4. Locate the item you wish to enrich with metadata.
  5. Open  this record on the cataloguing workbench.
  6. If the record displays an ISBN number, click  to locate the Z3950 source you wish to use to enrich the metadata. Note: The record must have a valid ISBN to process the request for enriched metadata.
  7. Choose your preferred source for the Z3950 source options.
  8. Follow the prompts to proceed:
    1.  - import metadata and update. Note: All metadata fields will be updated.
    2.  - import metadata and ignore. Note: Collation, notes, abstract and subject headings will remain as in the original record.
  9. Metadata is updated automatically.
  10. Click  tab.
  11. Edit  the record:
    1. Set Status to Online so the item can be displayed at OPAC.
    2. Ensure Site is a digital library site defined for your library.
    3. Type an appropriate Link Label if required.
    4. Edit other metadata as appropriate.
    5. .