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alexander_street_marc_loading [2016/05/11 09:41]
rapeterson
alexander_street_marc_loading [2020/04/01 10:04] (current)
jeustis
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-===== Alexander Street Press MARC Record Loading. ​======+===== THIS PAGE IS USED ONLY FOR REFERENCE FOR PAST PROCEDURES ​======
  
-  - Go to: http://​alexanderstreet.com/​marc-records +This page describes the general procedures for loading records into Aleph. Individual vendor records may require special handling. 
-  ​- Click on Product title for collection that you are loading+ 
-  ​- Click on the record set that you are loadingASP typically has a base set and adds supplemental sets as the records ​are addedIf 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+** Below is a list of vendors that use these basic loading instructions** 
-  - This will download a zip file that you will need to unzip+  * [[http://​alexanderstreet.com/​marc-records|Alexander Street Press Collections]] 
-  - In the zip file you will find a MARC file. Use MARCedit to open the file.+  ​* [[http://​iopscience.iop.org/​books/​MARC-records|IOP]] 
 +  ​* [[http://​www.ambrosedigital.com/​index.php?​option=com_virtuemart&​page=shop.getfile&​file_id=2200&​product_id=0|Ambrose Digital Video]] (MARC records ​removed from Aleph) 
 +  * [[http://​www.oxfordreference.com/​page/​59/​marc-records|Oxford Reference]] ​(MARC records removed from Aleph) 
 +  * [[http://dl.acm.org/​contents_dl.cfm?|ACM]] (MARC records removed from Aleph) 
 +  ​* [[http://​www.oecd-ilibrary.org/​marc|OECD]] (MARC records removed from Aleph) 
 + 
 +==== Loading New Records ==== 
 +  - Use MARCedit to open the file. 
 +    - {{::​marcbreaker.png?​200|}} 
 +  - Click **Execute** to "​break ​the file.
   - After using the MARCbreaker function on the file, click “Edit Records”   - After using the MARCbreaker function on the file, click “Edit Records”
   - This will open the file with the MARCedit MARCeditor.   - This will open the file with the MARCedit MARCeditor.
-  ​- Depending on the contents of the collection use the ebook, Streaming Video, or Streaming Audio assigned task, located in the Tools menu+    - {{::​marceditor.png?​200|}} 
-  - 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:). +  ​- Depending on the contents of the collection use the *ebook**Streaming Video*, or *Streaming Audioassigned task, located in the Tools menu. (Tasks can be imported from the 01-Record Loading directory on the ILS Drive Q:) 
-  - Replace the UWWW in the 949 $c with the appropriate [collection_codes_for_aleph_marc_records|collection code]. +  - Apply the *Move 001 to 0359* task
-  - Save the file and compile it into MARC format (.e.g, ​umasp160406.mrc).+  - For the collections listed below, use Edit->Replace ​to add unique identifying information for the collection 
 +    - ACM: change "​=035 ​ 9\$aum"​ to "​=035 ​ 9\$aumacm"​ 
 +    - IOP: change "​=035 ​ 9\$aum"​ to "​=035 ​ 9\$aumiop"​ 
 +    - OECD: change "​=035 ​ 9\$aum"​ to "​=035 ​ 9\$aumoecd"​ 
 +  - Apply the Add Proxy and fix OCLC prefix tasks.  
 +  - Use Edit->​Replace to replace ​the UWWW in the 949 $c with the appropriate ​[[collection_codes_for_aleph_marc_records|collection code]] (e.g. Replace all $cUWWW with $cUWDIV)
 +  - Save the file and compile it into MARC format (.e.g, ​umdiv160406.mrc).
   - Use the Task Manager Upload/​Download files function to upload the file to:   - Use the Task Manager Upload/​Download files function to upload the file to:
 +    - {{::​taskmanager.png?​200|}}
     - Library: FCL01      - Library: FCL01 
     - Directory: Scratch     - Directory: Scratch
-  - 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.+  - Or you can FTP the file to the /​exlibris/​aleph/​u21_1/​fcl01/​scratch directory on the Aleph server.
   - In the Cataloging client, under the “Aleph” menu, click on “Connect to…” and select “UMA50 - UMass Administrative”.   - 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)”   - Under “Services” -> “Custom Services” select “UM MARC prep (umprocload-01)”
 +    - {{::​p_umprocload.png?​200|}}
   - Enter the following:   - Enter the following:
     - *Input File : [the name of the MARC file created above]     - *Input File : [the name of the MARC file created above]
Line 28: Line 45:
     - Records with multiple matches: ​ [the name of the MARC file created above] with fix3 appended. This should not happen. ​     - 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)”   - Load the “fix1” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”
 +    - {{::​p_umload.png?​200|}}
   - Enter the following:   - Enter the following:
     - *Input File: [the name of the fix1 file]     - *Input File: [the name of the fix1 file]
Line 33: Line 51:
     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
     - *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)]     - *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)]
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
-  - Update holdings ​on OCLC + 
-    - Under “Services” -> “Retrieve Catalog ​Records” select “Download Machine-Readable Records (print-03) +==== Holdings ​on OCLC ==== 
-    - Enter the following:​ + 
-      - * Input File: [the name of the fix1 file] with bib appended (e.g., umasp160406.mrcfix1bib) +Records ​should ​not have holdings set in OCLC. 
-      - * Output File: [name your output file] (e.g., umasp160406.mrcfix1bib035) + 
-      - * Field 1 + Indicator: 035 +==== Replacement Records ====
-      - * Format: ALEPH Sequential +
-      - Library: FCL01 +
-    - Submit +
-    - Download [Output File from above] via the Aleph client or FTP. +
-    - 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 rows 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)”.   - 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:   - Enter the following:
Line 63: Line 64:
     - * New or Replacement Records: “Replacement Records (requires SYSNO key)”     - * New or Replacement Records: “Replacement Records (requires SYSNO key)”
     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umelec)     - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umelec)
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
-  - 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.+ 
 +==== Deleting Records ====      
 +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.
   - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:​   - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:​
     - * Input File: [the name of the fix2 file]     - * Input File: [the name of the fix2 file]
Line 71: Line 75:
     - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)
     - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umelec)     - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umelec)
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
   - Update holdings on OCLC   - Update holdings on OCLC
alexander_street_marc_loading.1462974111.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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