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batch_conversion_of_etds_to_e-records_with_scholarworks_urls [2016/05/11 12:19]
ldegozzaldi [Upload file of longer-version records into Connexion]
batch_conversion_of_etds_to_e-records_with_scholarworks_urls [2019/01/07 12:20] (current)
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 ====== Batch Conversion of ETDs to e-records with Scholarworks URLs ====== ====== Batch Conversion of ETDs to e-records with Scholarworks URLs ======
 +
 +**Link to ETD Workflow Google doc:**
 +
 +https://​docs.google.com/​document/​d/​1Qs_uIWPjDfUIcQhxJiMlgvgN8XpexZn2CTs0eSGTOxo/​edit ​
 +
  
 //NOTE: Some older ETDs will be "​OPEN"​ (remain accessible) via the Internet Archive. ​ These will be processed according to general OCA digitization procedures. ​ Most ETDs, however, will the "​DARK"​ on the Internet Archive. ​ Although the pick lists will include IA URLs, these will not be retained in the final records, but serve as a hook for replacing the script with Scholarworks URLs.//  ​ //NOTE: Some older ETDs will be "​OPEN"​ (remain accessible) via the Internet Archive. ​ These will be processed according to general OCA digitization procedures. ​ Most ETDs, however, will the "​DARK"​ on the Internet Archive. ​ Although the pick lists will include IA URLs, these will not be retained in the final records, but serve as a hook for replacing the script with Scholarworks URLs.//  ​
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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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   - 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. **NOTE: Sometimes the .dat extension will interfere with subsequent processing; if this happens, delete the period.**+  - 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.**
batch_conversion_of_etds_to_e-records_with_scholarworks_urls.1462983562.txt.gz · Last modified: 2019/01/07 12:20 (external edit)
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