Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

If successful, close the MarcEditor window and quit the MarcEdit application.

Import into TitleLeaf

Preliminary: Login to TitleLeaf.

  1. Navigate to Your Account > Manage your collection analysis reports

  2. Click "New Report"

  3. Specify the newly created "sample-fixed.mrc" file; Specify a name for the report

  4. Click "Create"

Wait for email notification that processing is complete.

Info

Processing a 25MB file requires approximately 15 minutes

Assign report to another user

If a customer has requested assistance

  1. Obtain file from customer

  2. Follow process above using your admin account

  3. Upon successful processing of the file, navigate to Admin > Sales > Collection Analysis

  4. Find the report that you created

  5. Click the report name in the list of reports to view the report details

  6. Click the "Edit Marc Report" link in the right sidebar

  7. Change the "User" from you to the customer in question

  8. Click "Save"

...

Next Steps: