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Alexander Street Press MARC Record Loading.

  1. Click on Product title for collection that you are loading.
  2. Click on the record set that you are loading. ASP typically has a base set and adds supplemental sets as the records are added. If this is the first time that records are being loaded for a collection (e.g., it is a new subscription), click on the base set, otherwise you can click on the supplement that you wish to load.
  3. This will download a zip file that you will need to unzip.
  4. In the zip file you will find a MARC file. Use MARCedit to open the file.
  5. After using the MARCbreaker function on the file, click “Edit Records”
  6. This will open the file with the MARCedit MARCeditor.
  7. Depending on the contents of the collection use the ebook, Streaming Video, or Streaming Audio assigned task, located in the Tools menu.
  8. Apply the Add Proxy, Move 001 to …, and fix OCLC prefix tasks. (Tasks can be imported from the 01-Record Loading directory on the ILS Drive Q:).
  9. Replace the UWWW in the 949 $c with the appropriate [collection_codes_for_aleph_marc_records|collection code].
  10. Save the file and compile it into MARC format (.e.g, umasp160406.mrc).
  11. Use the Task Manager Upload/Download files function to upload the file to:
    1. Library: FCL01
    2. Directory: Scratch
  12. Or you can FTP the file 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.
  13. In the Cataloging client, under the “Aleph” menu, click on “Connect to…” and select “UMA50 - UMass Administrative”.
  14. Under “Services” → “Custom Services” select “UM MARC prep (umprocload-01)”
  15. Enter the following:
    1. *Input File : [the name of the MARC file created above]
    2. *Match Routine : “0359A - Match 0359 subfield a”
    3. Library: FCL01 (This is important, since you have switched to UMA50, the default library will be UMA50).
    4. Click “Submit”
  16. This will create 3 files:
    1. Unmatched records: [the name of the MARC file created above] with fix1 appended (e.g., umfod140521.mrcfix1).
    2. Matched records: [the name of the MARC file created above] with fix2 appended (e.g., umfod140521.mrcfix2).
    3. Records with multiple matches: [the name of the MARC file created above] with fix3 appended. This should not happen.
  17. Load the “fix1” file. Under “Services” → “Custom Services” select “UM MARC load (umload-01)”
  18. Enter the following:
    1. *Input File: [the name of the fix1 file]
    2. *New or Replacement Records: “New Records”
    3. Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
    4. *Item/Holdings creation table: [Use E-Book with call number (tab_hol_item_create_umebk if the collection has call numbers, otherwise use E-Resource (tab_hol_item_create_umelec)]
    5. Library: “FCL01” (Again, this is important)
  19. Update holdings on OCLC
    1. Under “Services” → “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
    2. Enter the following:
      1. * Input File: [the name of the fix1 file] with bib appended (e.g., umasp160406.mrcfix1bib)
      2. * Output File: [name your output file] (e.g., umasp160406.mrcfix1bib035)
      3. * Field 1 + Indicator: 035
      4. * Format: ALEPH Sequential
      5. Library: FCL01
    3. Submit
    4. Download [Output File from above] via the Aleph client or FTP.
    5. Open [Downloaded Output File] with Excel.
      1. In the “Text Import Wizard” choose “Fixed width” and click “Next”
      2. Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
      3. Change all columns to text data format and click “Finish”
      4. Delete all of the rows except the OCLC number
      5. Save as a text file.
      6. Close file.
    6. Open Connexion.
    7. Under “Batch” select “Holdings by OCLC Number…”
    8. Click “Browse” and select the file created in e above.
    9. Click “Import” (if the file is still open in Excel, the file will not import)
    10. When asked, “Do you want to delete your original import file?” click “No”
    11. Select “Update Holdings” from the “Action” menu.
    12. Click “OK”
  20. If there are any records in the “fix2” file, load those records. Under “Services” → “Custom Services” select “UM MARC load (umload-01)”.
  21. Enter the following:
    1. * Input File: [the name of the fix2 file]
    2. * New or Replacement Records: “Replacement Records (requires SYSNO key)”
    3. Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
    4. * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)
    5. Library: “FCL01” (Again, this is important)
  22. If there are records that need to be deleted, they should be in their own set. All steps up to 17 will be the same. Once you have the 3 files, you will only be working with the fix2 file. Load that file as you did in step 22 above.
  23. Load the “fix2” file. Under “Services” → “Custom Services” select “UM MARC load (umload-01)”:
    1. * Input File: [the name of the fix2 file]
    2. * New or Replacement Records: “Replacement Records (requires SYSNO key)”
    3. Character Conversion: “OCLC to UTF (a in position 9 of the LDR)
    4. * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)
    5. Library: “FCL01” (Again, this is important)
  24. Update holdings on OCLC
    1. Under “Services” → “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
    2. Enter the following:
      1. * Input File: [the name of the fix2 file] with bib appended (e.g., umasp160406del.mrcfix2bib)
      2. * Output File: [name your output file] (e.g., umasp160406del.mrcfix2bib035)
      3. * Field 1 + Indicator: 035
      4. * Format: ALEPH Sequential
      5. 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.
      6. Library: FCL01
    3. Submit
    4. Download [Output File from above].
    5. Open [Downloaded Output File] with Excel.
      1. In the “Text Import Wizard” choose “Fixed width” and click “Next”
      2. Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
      3. Change all columns to text data format and click “Finish”
      4. Delete all of the columns except the OCLC number
      5. Save as a text file.
      6. Close file.
    6. Open Connexion.
    7. Under “Batch” select “Holdings by OCLC Number…”
    8. Click “Browse” and select the file created in e above.
    9. Click “Import” (if the file is still open in Excel, the file will not import)
    10. When asked, “Do you want to delete your original import file?” click “No”
    11. Select “Delete Holdings” from the “Action” menu.
    12. Click “OK”
  25. Delete records from Aleph.
    1. Services → Catalog Maintenance Procedures → Delete Bibliographic Records Including Related ADM/HOL Records (manage-33)
      1. * Input File: [the name of the fix2 file] with bib appended (e.g., umasp160406del.mrcfix2bib)
      2. * Output File: [name your output file] (e.g., umasp160406del.mrcfix2bibdel)
      3. * Update Database: Yes
    2. Submit
alexander_street_marc_loading.1462974111.txt.gz · Last modified: 2019/01/07 17:20 (external edit)
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