The purpose of the Action Profile is to define specific actions to take on import with the incoming records and/or existing records. Field Mappings associated with action profiles must already exist.
Name (Required): Name of the action profile
Description: Describes the action profile to help you and others identify what it and what the action does
Action (Required): There are 4 actions:
Create: Used for all record types
Update: Used for all record types except Orders
Modify: Used only for MARC
FOLIO Record Type (Required): Select the FOLIO record type that will result from the action selected. Records available include:
FOLIO Order (purchase order and purchase order lines)
FOLIO Invoice (invoice and invoice lines)
MARC Bibliographic in Source Record Storage
MARC Holdings in Source Record Storage
MARC Authority in Source Record Storage
Associated Field Mapping profile: Select the field mapping profile to associate with this action profile. This field mapping profile must already exist to link to it. An action profile can only be linked to one field mapping profile. If an action profile is edited, those edits are reflected in all field mapping and job profiles where the action profile is used.
Associated Job profiles: When a Job profile requires an action profile, that job profile will show in the Associated job profiles section of the action profile. An action profile can be associated with multiple job profiles. The relationship to a job profile can only be edited in the job profile, not in the action profile. If an action profile is edited, those edits are reflected in all job profiles where the action profile is used
Tags: can be assigned to action profiles and then used as filters
Create assigned record type with information derived from incoming record.
Update existing record type.
Match Profile required as a parent. Output of the Match Profile will be the subject of the Update Action Profile.
Can only be linked to Mapping Profiles of type; update.
If linked Mapping Profile does not have any specific field definitions, the entire MARC record is overwritten.
If linked Mapping Profile has specific field definitions, only those fields will be modified.
Modify Incoming MARC records only.
Modify acton sometimes is placed at the end of the Job Profile to modify MARC Bib that was created by the previous action in the same Job profile
Can only be linked to Mapping Profiles of type; modification.