Using the Generic Print Serial Spreadsheet Loader

The Generic Print Spreadsheet Serial Import Profile can be used to create brief bibliographic records and Purchase Order lines for continuous material.  A spreadsheet is needed with the necessary information and must use the fields as listed below so the bibliographic and purchasing information is correctly inputted.  

*Library code values can be found on this page.

** Location code values can be found on this page.

† Fund code values are in Column K on this page.

For a template to download click here. (Login required)

At the time of this writing, import profiles do not directly provide the option to fill the required field “Manual Renewal Date”.  As a result the PO Lines will automatically be put in review.  The Manual due date can either be entered manually one PO Line at a time, or through a PO Line information job.  A ‘Save and Continue’ job can then be run to move the PO Lines out of review.  Despite this it is recommended that the ‘Manual review’ field be required and set to “True”.  The reasons for this are because Ex Libris may one day add ‘Renewal Date’ but we still want the level of control before the PO Lines get sent out.  Ensuring PO Lines will be in review serves a few purposes.  First it allows the viewer to check that all the information is correct.  Continuous PO Lines can stay open indefinitely so having the details correct is very important.  It also allows for the option of selecting manual packaging which enables the selection of multiple PO Lines to be packaged  into a PO regardless of fund or number of lines.  This can make certain purchases easier to keep track of and aid in the generation of invoices.  

To document purchase authority the ServiceNow RITM Number must be in each note field as well.

To represent Alternate Graphic Representation in a MARC record as provided here:  

 The following Columns can be added: