MARC Records Customization

MARC Records FAQs

MARC Records Customization:

What are customized MARC records?
Customized MARC records include information specific to the purchasing library. The MARC Management process allows you to edit any of the fields on a standard MARC record with library-specific values, such as fund codes, branch locations, and notes.

How do templates work?
Templates need to be set up before building a cart. As you create templates, you are providing specific information or data for the MARC record fields for the products within a cart. Templates and data sets may be used repeatedly until deleted. Any template or data set may be manually overwritten while in the cart view. Only one template is allowed per cart, but each template may contain several data sets. Only one data set is applied per product.

How do I customize MARC records?
The account administrator has the ability to select the users who can access the MARC Management process. To begin MARC customization, log in to your account. From your account's Dashboard, click on MARC Management. Creating a MARC template is the first step in the process, and this is accomplished simply by naming a template. Clicking the NEXT button will automatically save the template name and take you to the Locations tab, where specific locations can be identified for this new template. Location Codes and Names are not required fields for a template, but these are the most popular fields for customization. The next tab is MARC Custom Fields. Here you have the ability to add up to 20 custom fields to MARC records. The third tab is MARC Mapping, on which you may designate the MARC tag and subfield for your locations, custom fields, and standard system-generated fields.

After the templates have been set up, create a new cart and populate it with products. In the cart view, click on MARC Management on the top navigation bar and select a template. The selected template name will appear in the navigation bar next to MARC Management. If you have created data sets, select the products you wish to assign to a specific data set and click on Apply MARC Data, found in the bar above the items in the shopping cart. The red bar under the product price will indicate the data set applied to that product. Click to review and then edit, if necessary, the data on that MARC record.

What are data sets?
Data sets are specific preset values for each of the fields on your template and MARC record. For instance, you may have a template for Children’s Audiobooks with a data set for each branch location, so the location will not have to be selected on each item within the cart. Although this provides easier and quicker access to the data within the cart, creating a data set is not required.

How do I contact someone regarding the website?
Full details on how to contact us are located on the Contact link in the footer of this website. For help using the website, please email

Updated: Thursday, April 28, 2016

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