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--- e-journal_holdings_for_ill [2017/05/17 17:09] – [RAPID and IDS Project] cknapp
+++ e-journal_holdings_for_ill [2024/05/29 20:08] (current) – removed kgberry
@@ Line 1: / Line 1: @@
-====== Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine ======
-===== RAPID and IDS Project =====
-*** see new script, /exlibris/sfx_ver/sfx4_1/umass3/home/export_SFX_ejournal_holdings, which substitutes for steps 1) - 6) below (step 7), for the time being, must still be run), and steps 1) - 3) further below); script will eventually run as cron job** on the 1st of every month.
-We upload an SFX export file of our e-journal holdings to RAPID for integration with the software and workflow. The file is generated on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets with paid content which may be lent; check with ERM staff to determine any currently problematic targets which should be left off the list.
-To generate the file:
-. In SFX Admin Center, under KBTools, select Export Tools and Advanced Export Queries (this is the second tab).
-. Choose these settings:
-  * output format is TXT;
-  * object type is Serials;
-  * there is no additional export file to use -leave blank;
-  * active portfolio service is getFullTxt;
-  * export from SPECIFIC targets
-      * A list of included targets is maintained at R/S:\DRMS\SFX\Rapid files\RAPID_SFX_targets. See also R/S:\Acquisitions\Electronic Resources Projects\Licensing\ILL_Lending_Rights.xlsx  for targets to exclude which are labeled DO NOT LEND. CORAL Licenses is also helpful.
-  * uncheck "Include Author Info" box
-  * use the default Simplified Chinese title and
-  * “Submit”.
-**OR**
-  * Choose Advanced Export Profile, maintained from Rapid file list above by Catherine.
-. When file is generated, save. Open Excel and then open the file. Using the Text Import Wizard, Step 1, choose data type Delimited and file origin: 65001 : Unicode (UTF – 8) to maintain the diacritics from SFX. Proceed through the following two steps of the wizard using the defaults.
-. Many columns of data are included in the SFX export file. Working from right to left, delete all except:
-  * Active threshold (PERL version) (column q in the output file)
-  * E ISSN (column h)
-  * Target (usually equals or includes publisher) (column f)
-  * Print ISSN (column d)
-  * Title (column b)
-. Save the file with the date generated, e.g. ILL_0412.xlsx, to S:\Acquisitions\Electronic Resources Projects\ILL holdings lists.
-. Log into RAPID at [[https://rapid2.library.colostate.edu/Holdings]] and follow the upload instructions:
-(Holdings Format? Journals, ...electronic e-journal file...? SFX, Holdings Type? Electronic, File Type? Excel)
-[[http://coral.library.umass.edu/umacoral/organizations/orgDetail.php?organizationID=662|Login credentials]] are in CORAL organization record under Accounts.
-. Put file for IDS Project in the [[https://drive.google.com/drive/folders/0B7Jca5YMpN9NQkJBX2xIUGFOQ0k|Google Folder]].
-(contact: William Jones, jonesw@geneseo.edu)
-==== Browzine ====
-We upload an SFX export file of our e-journal holdings to Browzine on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets. Use the RAPID_ILL SFX Advanced Profile to generate a holdings file for Browzine.
-. Login to SFX as above and choose Advanced Export Profiles, select the option for "Browzine_SFXexport" and "Submit"
-. Zip the file and save to S:\Acquisitions\Electronic Resources Projects\Browzine
-. Upload the file to [[http://thirdiron.com/upload/]]
-Complete information is available at [[http://support.thirdiron.com/knowledgebase/articles/134554-how-to-use-your-sfx-holdings-with-browzine]]
-(contact: support@thirdiron.com)
---- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]//