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batch_uploading_oais_to_oclc_and_aleph [2016/03/24 17:17] kdion |
batch_uploading_oais_to_oclc_and_aleph [2016/09/28 11:40] kdion Changed filepath |
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| **To export from Connexion to Aleph:** | **To export from Connexion to Aleph:** | ||
| - | * Go to Tools -> Options and click on the Export tab. Highlight the __Prompt for filename__ option then click on Apply then Close. | + | * Go to Tools -> Options and click on the Export tab. Highlight the __Prompt for filename__ option then check off the box for Display report for immediate export results. Click on Apply then Close. |
| * Open the Local Save file you want to export (2016_Feb_Dissertations - See path above) | * Open the Local Save file you want to export (2016_Feb_Dissertations - See path above) | ||
| * Highlight records | * Highlight records | ||
| * Export (Action - Export or F5) | * Export (Action - Export or F5) | ||
| - | This will ask where to put the output file in your C: drive and what name to use. Make sure the filename is in all lower case - for example, feb2016diss. The file will be downloaded into your C: drive as a .dat file. (You will NOT be notified when the export is finished. Be careful not to Export more than once.) | + | This will ask where to put the output file in your C: drive and what name to use. Make sure the filename is in all __lower case__ - for example, feb2016diss. The file will be downloaded into your C: drive as a .dat file. (Example: C:\Crosswalk\Dissertation&Theses\Connexion_Records\feb2016diss.dat) |
| - | * Open MARCTools | + | * Open MARCTools in MarcEdit. |
| * Input the .dat file from your C: drive (feb2016diss.dat)and name the Output file with a .mb extension (feb2016diss.mb. Execute the MarcBreaker. | * Input the .dat file from your C: drive (feb2016diss.dat)and name the Output file with a .mb extension (feb2016diss.mb. Execute the MarcBreaker. | ||
| - | * Click on Edit Records. Use Replace to change AUMM to AUMEDT. | + | * Click on Edit Records. Use Replace to change AUMM to AUMETD. |
| * Under MARCEditor --> File, click on Compile File into Marc. This will save as a .mrc (MARC) file. | * Under MARCEditor --> File, click on Compile File into Marc. This will save as a .mrc (MARC) file. | ||
| | | ||
| * Open Aleph, Cataloging function | * Open Aleph, Cataloging function | ||
| * Click on Task Manager then [F] Upload/Download files | * Click on Task Manager then [F] Upload/Download files | ||
| - | * Find where your saved .mrc file is on your C: drive (feb2016diss.mrc) and copy to the FCL01 Scratch file (from drop-down menu over left Remote Files column)by clicking on the left arrow button between columns | + | * Find where your saved .mrc file is on your C: drive (feb2016diss.mrc) and copy to the FCL01/Scratch file (from drop-down menu over left Remote Files column)by clicking on the left arrow button between columns |
| * In the Aleph menu bar above, click on *_Services -> Load Catalog Records | * In the Aleph menu bar above, click on *_Services -> Load Catalog Records | ||
| * Click on Advanced Generic Vendor Records Loader (file_90) | * Click on Advanced Generic Vendor Records Loader (file_90) | ||
| Make sure the following rules are set: | Make sure the following rules are set: | ||
| * Input File name (for this example, feb2016diss.mrc) | * Input File name (for this example, feb2016diss.mrc) | ||
| - | * Default Holding - AUMEDT | + | * Default Holding - AUMETD |
| * Character Conversion - OCLC_UTF_TO_UTF | * Character Conversion - OCLC_UTF_TO_UTF | ||
| * Fix Routine - UMFIX | * Fix Routine - UMFIX | ||
| Line 39: | Line 39: | ||
| * Produce Loading Report - Yes | * Produce Loading Report - Yes | ||
| * Report file name(for this example, feb2016_report) | * Report file name(for this example, feb2016_report) | ||
| - | * Click on the Submit button at top right | + | * Click on the Submit button at top right |
| - | Once the exporting is done, you can choose to "Print" a report - this will actually display in separate windows on your desktop. Each record exported will have a System control number which you can use to search for and check any exported record. | + | Once the exporting is done, click on Task Manager -> [A] Batch Log to view the report. |
| + | * Highlight your file (p_file_90) and click on View Printouts. | ||
| + | * Under Remote Name, highlight <filename>_report.new (i.e. feb2016diss_report_new) | ||
| + | * Click on Print to obtain reports. You want the loader-log-report which will show the FCL01 Bib Sys numbers for each record. Copy one and check the bib record which displays for any potential corrections needed. | ||
| **To Globally Remove the 856 Field from Bib Records:** | **To Globally Remove the 856 Field from Bib Records:** | ||
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| * Click on *_Services -> Catalog Maintenance Procedures -> Global Changes (manage-21) | * Click on *_Services -> Catalog Maintenance Procedures -> Global Changes (manage-21) | ||
| Set the rules: | Set the rules: | ||
| - | * Input file name (feb2016diss.mrc.bib) | + | * Input file name <filename>.mrc.bib (i.e., feb2016diss.mrc.bib) |
| - | * Output file name (feb2016.diss.mrc856) | + | * Output file name <filename>.mrc856 (i.e., feb2016.diss.mrc856) |
| * Update Database - Yes | * Update Database - Yes | ||
| * Line in Record -> Tag -> 856; first indicator - # second indicator - # | * Line in Record -> Tag -> 856; first indicator - # second indicator - # | ||
| Line 54: | Line 57: | ||
| * Click on Submit button | * Click on Submit button | ||
| - | You should now have your dissertation or theses bib records in OCLC as well as Aleph. | + | The process should now be complete. |
| -- //Contact persons: [[kdion@library.umass.edu| Kay Dion]] or [[lucyd@library.umass.edu| Lucy deGozzaldi]]// | -- //Contact persons: [[kdion@library.umass.edu| Kay Dion]] or [[lucyd@library.umass.edu| Lucy deGozzaldi]]// | ||
