Your online vendor may already use the default Horizon 970 tag mapping. If not, you can create import acquisitions maps and corresponding import sources that match your vendor’s mapping.
You can create a new import acquisitions map with your choice of distribution columns. This lets Horizon know what information belongs in what field of the distribution group on your purchase request or purchase order. Then, when your vendor creates the 970 tag in your MARC records, Horizon knows where to place the order information.
The Import Acquisitions Map form lets you assign columns which correspond to fields on your purchase request or purchase order. These are the fields available during import:
• | Budget |
• | Collection |
• | Discount |
• | Item Type |
• | Location |
• | PO Line Internal Note |
• | PO Line Order Note |
• | PO Line Workslip Note |
• | PR Ordering Note |
• | PR Request Note |
• | PR Selection Note |
• | Quantity |
• | Unit Price |
• | Vendor Product ID |
You can also use the Import Acquisitions Map form to set priorities and default values for each column, and to establish the MARC tag and subfield designations for each map you create.
Many vendors use the 970 tag mapping as delivered with Horizon. You should verify that your online vendor uses the 970 tag mapping for acquisitions data. If not, you can create a separate import acquisitions map for that vendor. Then, if necessary, you can specify the map to be used during the import process.
In addition to the 970 tag, Horizon can also process other user-defined 9xx tags. Be sure to ask your vendor about receiving information via these tags as well.
Before you can use the MARC 970 tag to add order information to a purchase request or purchase order, you need to tell your online vendor that you want the distribution data for an order record to be added as a MARC 970 tag. Each vendor may embed order data differently. Depending on the vendor, you may be able to specify the structure of the information, or you may need to match the vendor’s system requirements. If you have vendors who use a different tag number or structure, you can set up multiple import acquisitions maps. You should also determine with the vendor which subfield codes you will use for each field on your map.
Please note this constraint:
• | The distribution data (Location, Quantity, Budget, Collection, and Item Type) sent from a vendor must be found in the same tag, and not in repeating subfields. The import process treats distribution data in a new tag as a new distribution. |
To create or edit import acquisitions maps
1 | Start the Import Acquisitions Map process. |
The default location of this process is the Acquisitions\Acquisitions Setup folder on the navigation bar.
Horizon displays the Import Acquisitions Map window:
This type of window is called a “grid.” (For more information, see “Working with Grids and Forms” in the “Horizon User Interface” chapter of the Horizon Basics Guide.)
2 | Do one of these options: |
• | If you want to edit an existing map, double-click on the left-most column of the row describing the import acquisitions map that you want to change. |
Horizon displays the Import Acquisitions Map form with details of the existing map.
• | If you want to create a new map, double-click the asterisk and ellipsis button ( * ... ) at the bottom of the grid. |
Horizon displays the Import Acquisitions Map form with a blank form for you to create a new map.
Here is an example of an existing map in the Import Acquisitions Map form window:
3 | If you want to edit an existing map, click the field name that you want to change and make your changes. |
4 | If you want to create a new map, enter the Entry Code and Description you want to use for your new map. |
Both the Entry Code and Description fields accept alphanumeric characters.
5 | If you are creating a new map, complete or update these fields: |
Field |
Action |
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Horizon adds the column name to the Map To Column column. |
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Enter a number to set the priority order by which Horizon searches a column in the distribution group during import. Zero ( 0 ) is the default. The lower the number, the higher the priority. |
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Enter the MARC tag number used by this map. All columns in a map must use the same tag number. |
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Enter the subfield code you have agreed upon with the online vendor with whom you will use this map. |
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Mark this field if you want information from note fields appended to the distribution group. This field applies only to note columns. |
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Enter the default value for this column for this map. This does not affect default values added to other maps. |
6 | When you have finished making changes or adding columns, do one of these options: |
• | If you want to keep working in Import Acquisitions Map, click Apply to save your changes without closing the form. |
• | If you are finished working with Import Acquisitions Map, click OK to save your changes and close the form. |
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