==== PAGE OUTDATED ARCHIVED =====
==== (Old Instructions - no Longer Valid) Safari MARC Record Loading. ====
Instructions are now on the shared network drive.

  - Go to:  https://secure.safaribooksonline.com/bo3/
  - Click on the “University of Massachusetts Amherst” Account name.
  - Click on MARC Records
  - Click on “Generate a new MARC update file (both additions & deletions included)”
    - This will create a file called “Update-YYYY-MM-DD.mrc”. It should download automatically, but sometimes I have to reload the page and select the file from the list.
  - Open the downloaded file with MARCedit MARC Tools.
    - Select the downloaded file as the “Input File:”
    - Select name for the output file. You can simply change the .mrc file extension to .mrk
  - Click on “Edit Records”.
  - As noted above, this file will contain both additions and deletions. I separate the deletions to make deleting the records easier.
    - In MARCeditor, choose File -> Select Individual records to make
    - Change the “Display Field:” from 245$a to “LDR”
    - Import File
    - Check all the records that have a “d” in the 05 bit of the leader.
    - Check “Retain Checked Items”.
    - Click “Export Selected”.
    - Save delete records (e.g., umsafari20140602del.mrk)
    - Run the Safari Assigned Task, Tools -> Assigned Tasks -> Currently Available Tasks -> Safari
    - Save.
    - Compile records into MARC (e.g., umsafari20140602del.mrc)
  - Open the original file with MARCeditor.
    - In MARCeditor, choose File -> Select Individual records to make
    - Change the “Display Field:” from 245$a to “LDR”
    - Import File
    - Check all the records that have a “n” in the 05 bit of the leader.
    - Check “Retain Checked Items”.
    - Click “Export Selected”.
    - Save new records (e.g., umsafari20140602new.mrk)
    - Run the Safari Assigned Task, Tools -> Assigned Tasks -> Currently Available Tasks -> Safari
    - Save.
    - Compile records into MARC (e.g., umsafari20140602del.mrc)
  - FTP both files to the /exlibris/aleph/u21_1/fcl01/scratch directory on the Aleph server. Or use the file upload function from the Aleph Cataloging client to put the file in the fcl01/scratch directory.
  - Load the new records first.
  - In the Cataloging client, under the “Aleph” menu, click on “Connect to…” and select “UMA50 - UMass Administrative”.
  - Under “Services” -> “Custom Services” select “UM MARC prep (umprocload-01)”
  - Enter the following:
    - *Input File : [the name of the MARC file created for new records above] (e.g., umsafari20140602new.mrc)
    - *Match Routine : “0359A - Match 0359 subfield a”
    - Library: FCL01 (This is important, since you have switched to UMA50, the default library will be UMA50).
    - Click “Submit”
  - This will create 3 files:
    - Unmatched records: [the name of the MARC file created above] with fix1 appended (e.g., umsafari20140602new.mrcfix1).
    - Matched records: [the name of the MARC file created above] with fix2 appended (e.g., umsafari20140602new.mrcfix2).
    - Records with multiple matches:  [the name of the MARC file created above] with fix3 appended. This should not happen. 
  - Load the “fix1” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”
  - Enter the following:
    - * Input File: [the name of the fix1 file]
    - * New or Replacement Records: “New Records”
    - Character Conversion: “OCLC to UTF (e.g., {acute})”
    - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umebk)
    - Library: “FCL01” (Again, this is important)
  - Update holdings on OCLC
    - Under “Services” -> “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
    - Enter the following:
      - * Input File: [the name of the fix1 file] with bib appended (e.g., umsafari20140602.mrcfix1bib)
      - * Output File: [name your output file] (e.g., umfod140521.mrcfix1bib035)
      - * Field 1 + Indicator: 035
      - * Format: ALEPH Sequential
      - Library: FCL01
    - Submit
    - Download [Output File from above].
    - Open [Downloaded Output File] with Excel.
      - In the “Text Import Wizard” choose “Fixed width” and click “Next”
      - Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
      - Change all columns to text data format and click “Finish”
      - Delete all of the columns except the OCLC number
      - Save as a text file.
      - Close file.
    - Open Connexion.
    - Under “Batch” select “Holdings by OCLC Number…”
    - Click “Browse” and select the file created in e above.
    - Click “Import” (if the file is still open in Excel, the file will not import)
    - When asked, “Do you want to delete your original import file?” click “No”
    - Select “Update Holdings” from the “Action” menu.
    - Click “OK”
  - If there are any records in the “fix2” file, load those records. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”.
  - Enter the following:
    - * Input File: [the name of the fix2 file]
    - * New or Replacement Records: “Replacement Records (requires SYSNO key)”
    - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
    - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umebk)
    - Library: “FCL01” (Again, this is important)
  - Repeat steps 12-14 with the deletes file (e.g., umsafari140602del.mrc)
  - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:
    - * Input File: [the name of the fix2 file]
    - * New 0or Replacement Records: “Replacement Records (requires SYSNO key)”
    - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)
    - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umebk)
    - Library: “FCL01” (Again, this is important)
  - Update holdings on OCLC
    - Under “Services” -> “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
    - Enter the following:
      - * Input File: [the name of the fix2 file] with bib appended (e.g., umsafari140602del.mrcfix2bib)
      - * Output File: [name your output file] (e.g., umsafari140602del.mrcfix2bib035)
      - * Field 1 + Indicator: 035
      - * Format: ALEPH Sequential
      - Export deleted records?: Yes (since we have overlayed records with a “d’ in the 05 bit of the leader, Aleph will treat these records as deleted.
     - Library: FCL01
    - Submit
    - Download [Output File from above].
    - Open [Downloaded Output File] with Excel.
      - In the “Text Import Wizard” choose “Fixed width” and click “Next”
      - Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
      - Change all columns to text data format and click “Finish”
      - Delete all of the columns except the OCLC number
      - Save as a text file.
      - Close file.
    - Open Connexion.
    - Under “Batch” select “Holdings by OCLC Number…”
    - Click “Browse” and select the file created in e above.
    - Click “Import” (if the file is still open in Excel, the file will not import)
    - When asked, “Do you want to delete your original import file?” click “No”
    - Select “Delete Holdings” from the “Action” menu.
    - Click “OK”
  - Delete records from Aleph.
    - Services -> Catalog Maintenance Procedures -> Delete Bibliographic Records Including Related ADM/HOL Records (manage-33)
      - * Input File:  [the name of the fix2 file] with bib appended (e.g., umsafari140602del.mrcfix2bib)
      - * Output File: [name your output file] (e.g., umsafari140602del.mrcfix2bibdel)
      - * Update Database: Yes
      - Submit