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    Creating Import Profile Templates in the Network Zone

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    The following role can work with import profiles:
    • Catalog Administrator
    You can create import vendor-specific import profiles as templates in the Network Zone and share them with member institutions. For more information about creating import profiles, see Managing Import Profiles.
    These templates that can be copied and then customized.
    To create a Network Zone import profile template:
    1. Log in to the Network Zone (not member) system.
    2. Open the Import Profiles page (Resource Management > Resource Configuration > Configuration Menu > Record Import > Import Profiles).
    3. Click Add New Profile.
    4. Select a profile type and click Next.
    5. Enter Profile name, Originating system, and select Template for the Status parameter.
      Template Status
    6. Click Next and complete the remainder of the profile as usual.
    To copy a Network Zone import profile template to a member system:
    1. Log in to a member system.
    2. On the Import Profiles page (Resource Management > Resource Configuration > Configuration Menu > Record Import > Import Profiles), select the Network tab.
      Import Profiles Page with Network Tab
    3. Select Actions > Copy in the row of the template with which you want to work. The Profile Details tab opens on the Import Profile Details page.
    4. Edit the import profile details to match your requirements. See Managing Import Profiles.
    5. When you have completed your import profile changes, click Save.
    6. Select the Institution tab to view the profile that you copied. By default, the copied profile has copied from information appended to the profile name.
      Copied Template