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batch_conversion_of_etds_to_e-records_with_scholarworks_urls [2016/05/11 16:17] ldegozzaldi [Upload file of longer-version records into Connexion] |
batch_conversion_of_etds_to_e-records_with_scholarworks_urls [2016/07/22 21:17] ldegozzaldi [Download completed file into Aleph] |
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* Search 500 Typescript and delete. | * Search 500 Typescript and delete. | ||
===== Insert the Internet Archive URLs from the pick list ===== | ===== Insert the Internet Archive URLs from the pick list ===== | ||
- | - Add [old] OCLC#’s to the pick list, via download of 035’s from the bibnos file. //NOTE RE duplicate Sys#'s: Shouldn’t be any journals here, thus no duplicate Sys#’s in original working copy; so one OCLC# per record; see duplicate check above. Occasionally there will be multiple volumes in the dissertations. **CAUTION:** ETDs with multiple volumes are quite often scanned as one piece. Check the Internet Archive (search by URL), and fix the record to reflect scan by replacing 2 v. with pages information. If scanned as two vols. with two URLs, Keep track of the ETD and fix after ScholarWorks upload with "Combine 2-part ETDs" procedure.// | + | - Add [old] OCLC#’s to the pick list, via download of 035’s from the bibnos file. **NOTE RE duplicate Sys#'s:** Shouldn’t be any journals here, thus no duplicate Sys#’s in original working copy; so one OCLC# per record; see duplicate check above. Occasionally there will be multiple volumes in the dissertations. **CAUTION:** ETDs with multiple volumes are quite often scanned as one piece. Check the Internet Archive (search by URL), and fix the record to reflect scan by replacing 2 v. with pages information. If scanned as two vols. with two URLs, **use only the URL for the first volume!** Keep track of the ETD and fix after ScholarWorks upload. See [[Batch Uploading ETDs to ScholarWorks]], __Combining 2-part ETDs in Scholarworks__. |
- **IMPORTANT:** SORT FIELDS NOW! With the “mb” document open in MarcEditor, click Tools/Sort by …/Sort All Fields. If the URL has already been added, it will get out of order. | - **IMPORTANT:** SORT FIELDS NOW! With the “mb” document open in MarcEditor, click Tools/Sort by …/Sort All Fields. If the URL has already been added, it will get out of order. | ||
- Inserting the URL: Merge method (for long lists): **NOTE: MarcEdit updates will change details in the following, tweak as needed.** | - Inserting the URL: Merge method (for long lists): **NOTE: MarcEdit updates will change details in the following, tweak as needed.** | ||
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- Complete this step after the upload to ScholarWorks has been completed: [[Batch Uploading ETDs to ScholarWorks]]. | - Complete this step after the upload to ScholarWorks has been completed: [[Batch Uploading ETDs to ScholarWorks]]. | ||
- Use the spreadsheet into which the SW URLs have been aligned with the proper 776s, described in __Generate spreadsheet including SW URLs for e-conversions__, in //Batch Uploading ETDs to ScholarWorks//. | - Use the spreadsheet into which the SW URLs have been aligned with the proper 776s, described in __Generate spreadsheet including SW URLs for e-conversions__, in //Batch Uploading ETDs to ScholarWorks//. | ||
- | - Delete the Internet Archive URLs from the completed long-version mb file (previously shortened with the SCHOLAR task list and sent to Meghan). | + | - Delete the Internet Archive URLs from the long-version mb file. |
- Insert the ScholarWorks URLs into the mb file, using the Merge records function described above. | - Insert the ScholarWorks URLs into the mb file, using the Merge records function described above. | ||
- Upload into Connexion Local Save File (set as default). Validate and Update the records. | - Upload into Connexion Local Save File (set as default). Validate and Update the records. | ||
- Go to Tools/Options/Export, Highlight File (prompt for file name), click Apply, and Close. | - Go to Tools/Options/Export, Highlight File (prompt for file name), click Apply, and Close. | ||
- | - Search for the default Local Save File, highlight all, and hit Action/Export. Connexion will ask were to put the output file (to personal folder) and what to name it. It will export as a .dat file, in MARC format. | + | - Search for the default Local Save File, highlight all, and hit Action/Export. Connexion will ask were to put the output file (to personal folder) and what to name it. It will export as a .dat file, in MARC format. **NOTE: Sometimes the .dat extension will interfere with subsequent processing; if this happens, delete the .dat or remove the period** |
===== Download completed file into Aleph ===== | ===== Download completed file into Aleph ===== | ||
- MarcBreak .dat file through MarcEdit, and append mb. Before we do anything else to this file, we need to delete the 035s, because these files also have the OCLC# in an 001 field. Go to MarcEditor/Tools, Add/Delete Field. When the Add/Delete Field Utility window appears, type in 035, and click “Delete Field.” Save the file. | - MarcBreak .dat file through MarcEdit, and append mb. Before we do anything else to this file, we need to delete the 035s, because these files also have the OCLC# in an 001 field. Go to MarcEditor/Tools, Add/Delete Field. When the Add/Delete Field Utility window appears, type in 035, and click “Delete Field.” Save the file. | ||
- | - MarcMake the file. When renaming, get rid of the .cat, and call the resulting file: um_[date]oclcmm. Copy to FCL01\scratch. | + | - MarcMake the file. When renaming, get rid of the .dat, and call the resulting file: um_[date]oclcmm. Copy to FCL01\scratch. |
- Work the Services loading procedure on the file: Load Catalog Records/Convert MARC Records Step 1 (file-01); Convert MARC Records Step 2 (file-02); Fix Catalog Records (manage-37) with *Input File type=ALEPH Sequential, *Fix Route=UMFIX, *Update Dtabase=NO; Check Input File Against Database (manage-36) with Match Section=UM35. //NOTE: Since these are new records, there won't be any overlays, but Mike A. advised me that the best habit is to go through these procedures while loading.// The 3 output files from Manage-36 should show the number of records and two 0's. | - Work the Services loading procedure on the file: Load Catalog Records/Convert MARC Records Step 1 (file-01); Convert MARC Records Step 2 (file-02); Fix Catalog Records (manage-37) with *Input File type=ALEPH Sequential, *Fix Route=UMFIX, *Update Dtabase=NO; Check Input File Against Database (manage-36) with Match Section=UM35. //NOTE: Since these are new records, there won't be any overlays, but Mike A. advised me that the best habit is to go through these procedures while loading.// The 3 output files from Manage-36 should show the number of records and two 0's. | ||
- Download original file (um_[date]oclcmm) using "the OCLC loader" (Load Catalog Records/Load OCLC Records (file-93)). | - Download original file (um_[date]oclcmm) using "the OCLC loader" (Load Catalog Records/Load OCLC Records (file-93)). | ||
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- Delete 856s from the bibs with Global Changes (manage-21). | - Delete 856s from the bibs with Global Changes (manage-21). | ||
===== Add 530s into Print Records ===== | ===== Add 530s into Print Records ===== | ||
- | - IMPORTANT: Because many backlog ETDs have duplicate copies in the Depository, construct a Services-ready list of bib. numbers obtained through a Ret-06 (Direct Index) search on the OCLC numbers, using OCL in the Search Index field. Using this list will enter the following notes into both UM and DP copies. | + | - **IMPORTANT:** Because many backlog ETDs have duplicate copies in the Depository, construct a Services-ready list of bib. numbers obtained through a Ret-06 (Direct Index) search on the OCLC numbers, with OCL in the Search Index field. Using this list will enter the following notes into both UM and DP copies. |
- For OPEN (non-DARK) theses/dissertations with both IA and Scholarworks URLs in the final versions, add: **Also available online through Scholarworks@UMass Amherst and the Internet Archive.** | - For OPEN (non-DARK) theses/dissertations with both IA and Scholarworks URLs in the final versions, add: **Also available online through Scholarworks@UMass Amherst and the Internet Archive.** | ||
- For DARK theses/dissertations with Scholarworks URLs, add: **Also available online through Scholarworks@UMass Amherst.** | - For DARK theses/dissertations with Scholarworks URLs, add: **Also available online through Scholarworks@UMass Amherst.** |