1. Go to the Brodart website and log in. Click on Order History. Locate the order and click on the download link.
2. The file will download as microlif.001 or a similar format. Alma will not accept imports of this file type. You will need to convert the file to .mrc.
3. Open MarcEdit and choose Marc Tools. Input the path to the file and execute MarcBreaker.
4. Save the file as the date of the order with the .mrk file extension. Example: 20210928.mrk
5. Execute MarcMaker with the .mrk file just created. Save this new file as YYYYMMDD.mrc Example: 20210928.mrc
5. Open Alma. Navigate to Resources > Import > Manage Import Profiles.
6. Find the McNaughton import profile called McNaughton Order Plan Record Load, select Run, upload the file and Submit.
7. Refresh the progress and check to see if there were any errors.
1. Go to the Alma main menu. Acquisitions > Receiving and Invoicing > Receive
2. Check to make sure that you have selected the One Time tab. Click on Filter by Vendor. Type BRO in the box and select Apply. Alma should recognize the code if you have typed it in before. You can use the search box to narrow your results or you can find your title in the list.
3. Check the box next to your item and write the PO Line on the Packing Slip that you received with the item(s) under customer reference.
4. Click on Manage Items, check to make sure that the call number matches the Spine Label on the item. If it does, select the check box for your item and scan the barcode into the Barcode box. This should receive the item and you will get a confirmation message that says: Receiving process was activated for the selected Purchase Order lines.
5. Unfortunately, because the provenance cannot be part of the import profile, you will still have to go into the item record and edit the item. Change the provenance to: On loan from McNaughton. Add the price to the Replacement Cost field.
6. If the call number does not match what is printed on the spine label: Open the bibliographic record in the Metadata Editor. Correct the 050 field and then update the holdings record.
7. This process can also be broken up into bigger chunks. For example, you can receive multiple items at once without adding the barcode. Then, you would just add the barcode into the item edit as the last step. This actually saves the item information.
8. To know which shelf in popular reading the book belongs in, you'll need to add a Fulfillment Note. In the Physical Item Editor, click the Notes tab on the top ribbon. In Fulfillment note, type one of the following: