How to create an Alma import profile

There are several types of import profiles in Alma.  Different import profiles may be appropriate for different types of materials.

Creating a Repository Import Profile

Repository import profiles are the most common import profile type you will create in Alma.  They can be used to load and update local electronic collections, and to load batches of records 

EOD Import Profiles

Embedded Order Data (EOD) profiles allow you to import records with order data which is used to create attached PO lines.  Sometimes, these are overlaid by full records at a later point. 

Update Inventory Import Profiles

When EOD information is added, or if you are overlaying or merging records with new ones, you can use an Update Inventory Import Profile. 

Pay special attention to the match profile to ensure the match method is correct.  In most cases you will be matching by PO line, but 035 (other system number) is also a reliable match-point for overlays or merges that are not for EOD records.  

Manually Running an Import Profile

Setting up an Import Profile via FTP

Marymount has two import profiles set up using FTP.  One is for GOBI and the other is for Ingram.  The instructions will detail general set-up of FTP import profiles, as well as specifics for the GOBI and Ingram profiles at Marymount. 

Basic Set-up

Relevant Documentation

Last updated 2/27/2020


Revision #9
Created 24 April 2023 16:56:41 by Aaron Krebeck
Updated 8 November 2023 17:00:12 by Jackie Saavedra