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    How to Use a Mapping File

    What is a Mapping File (formerly block lend list)

    A mapping file is an way to assign certain information, such as location name, branch and lendable status, to your collections in bulk.

    Most institutions do not need to use a mapping file. If you upload holdings through OAI you most likely do not need a mapping file. If you upload holdings through the holding upload page but use separate files for lendable status, you also most likely do not need a mapping file. Institutions who use this process need to assign the following pieces of information to their holdings.

     The three types of information that can be mapped to collections are: Location Name, Branch Name and Lendable Status.

    • Location Name applies to holdings that are uploaded with a Location in the form of a code. You can assign a location name which will to appear instead of the location code on lending request print slips. This makes it easier and more intuitive for staff to find the requested item.
    • Branch Name applies to institutions that have multiple branches, and collections that can only be lent from specific branches.
    • LendableStatus indicates what lending status should be attributed to the holdings in the collection. Lendable statuses include:
      • LendableInternational: The material is available for lending to any other Rapid library.  This is the value used for print material that has the generic “Lendable” status.
      • LendableCountry: The material is only available for lending to other Rapid libraries in your country.  This is the value used for electronic material that has the generic “Lendable” status.
      • LocalOnly: The material is not available for lending to other Rapid libraries but is still available for your local patrons’ borrowing requests. This is used by Rapid mostly to notify you when you are trying to borrow a title you already own.
      • NoAccess: The material is not available for lending at all, not even to l patrons. This is usually used when a location is closed due to unforeseen circumstances or for off-campus storage units. Rapid will not know you have these holdings.

    How to Use a Mapping File

    Mapping should only be done after the latest version of your holdings have been uploaded successfully. To learn more, please see our documentation on Uploading Holdings to Rapid. Holdings usually take 24 hours to successfully upload. Before downloading a mapping file, please verify that your holdings have been indexed using the Holdings Status page.

    Once the new holdings have been successfully uploaded, find the Mapping radio button on the Holdings Upload page.

    Holdings_Upload_1.png

    Holdings Upload - Mapping

    Click the Download collections link to download a list of your collections and begin mapping.

    DownloadCollections_2.png

    Download Collections

    An excel file will download to your local computer.

    In the excel file, you will find a list of your collections identified by Holding Type, Holding Format and Location Code. Columns D, E and F have been reserved for Location Name, Branch Name and Lendable Status.

    The system creates default information for each of your collections:

    • Default location name is the location found in the holdings file, the same text as found in the Location Code field.
    • Default branch location is the primary branch for your institution.
    • Default lendable status depends on the holdings format. If no other lendable status was indicated via other methods:
      • All Print is defaulted as Lendable International.
      • All Electronic is defaulted as Lendable Country.

    If this is your first time downloading a list of collections, you will see it colored in yellow. This is because the system highlights all the assumptions/defaults it has made for you to review. The next time you download a mapping file, after your first successful upload, the only lines highlighted in yellow will be new collections.

    Go through each collection and make sure it is mapped according to your requirements. For Branch name and Lendable Status, please choose values from a drop-down menu.

    Lendable_Status_3.png

    Lendable Status

    Do not change the file name or file type.

    When you are done, click Upload Files and select the updated mapping file from where it was saved on your local computer.

    Upload_Files_4.png

    Upload Files

    You will see the file upload in the table, Previously Uploaded Files

    Please wait another 24-48 hours for changes to take effect. Your holdings will be re-uploaded with the changes made in the mapping file. You can see when your holdings were indexed successfully in the Holding Status page.

    Want to make sure your mapping file processed correctly?

     

    In your Rapid site, go to Holdings > Search Holdings and look up an ISSN/ISBN of a title that you know is in a certain collection. Make sure to select the Only [My institution] checkbox. On the right you can see if it is set to LocalOnly or if it is Lendable.

     

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