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--- batch_uploading_oais_to_oclc_and_aleph [2016/03/24 18:02]
kdion
+++ batch_uploading_oais_to_oclc_and_aleph [2020/04/28 18:24]
ldegozzaldi
@@ Line 1: / Line 1: @@
 ====== Batch Uploading OAIs from Scholarworks into OCLC and Aleph ======
+====== CHANGE TITLE? ETDs (Current) Processing ScholarWorks OAIs ======
+NOTE:  My helpful "hints" will appear in //Italics.//
+**Introduction**
+The Graduate School will email "Packing Lists" dated February, May and September (end of semesters) of new dissertations, theses, MFA theses and occasionally LARP theses.  There may be a lag between these dates and when the ETDs are available on ScholarWorks.  //I try to process them after a couple of months have passed, to assure that they will be picked up in the Crosswalk.//
+**Preparation**
+  * Have a handy copy (either online or a printout) of the Packing List to be worked on. It's a good idea to save them from the email in appropriate folders.  //I save them as: **PackingListReport_Feb2019diss.xlsx (example) in [Drive]:\OAI\Dissertations\2019\ (i.e. 2019), or OAI\Theses, ThesesMFA or ThesesLARP.//
+  * Open MarcEdit.  NOTE: Make sure your MarcEdit XSLT engine is set to SAXON.NET. (On MarcEdit home page, click tools(found on top), Preferences, MARCEngine, and make sure that SAXON/NET is selected under XSLT Engine.)
+**Harvesting from ScholarWorks**
+  - **Click on Harvest OAI Records:**  (Found on either the MarcEdit home page or under (top) tools/OAI Harvester Tools/) Set the following:
+    * Server address:  **https://scholarworks.umass.edu/do/oai/**
+    * Set name (for dissertations):  publication:dissertations_harvesting  //**IMPORTANT!!** Because of certain software changes made in 2018, Erin Jerome needs to be informed before running a Crosswalk on __dissertations only__! Before they can be pulled, they need to be transferred from "publication:dissertations_2" to a special harvesting subset.//
+    * Set name (for theses): publication:masters_theses_2
+    * Set name (for MFAs): publication:englmfa_theses  //This series is only for English MFAs; MFAs for art etc. are included in masters_theses_2.//
+    * Set name (for LARPs): publication:
+    * Metadata type: dcq  //This is not included in the MarcEdit drop-down, but needs to be typed in. It's a "modified" version of Dublin Core.//
+    * Crosswalk path:  C:\Crosswalk\XML1\OAIDCtoMARCXMLmodified.xsl
+(See snippet next page.)
+Advanced Settings:  Start date (for May, in this format): 2016-06-01
+End date (for May): 2016-08-31 (NOTE: using August avoids Sept. lists.)
+.	Check harvested records against Grad School’s packing list
+(Hint: ‘Find all’ the 100 field)
+Delete from the harvested list any names/records which are not on the packing list
+Note any names, MFA or otherwise, from packing list missing in harvested records.  (e.g., MFA theses are a different Scholarworks harvest and are done separately.)
 Once our dissertations and theses are OAI harvested from Digital Commons (BePress) via MarcEdit then run through MarcEdit's Task list before being uploaded to Connexion, the bib records are ready to be batch uploaded to OCLC then batch exported to Aleph.
@@ Line 14: / Line 44: @@
 **To export from Connexion to Aleph:**
-  * Go to Tools -> Options and click on the Export tab. Highlight the __Prompt for filename__ option then click on Apply then Close.
+  * Go to Tools -> Options and click on the Export tab. Highlight the __Prompt for filename__ option then check off the box for Display report for immediate export results. Click on Apply then Close.
   * Open the Local Save file you want to export (2016_Feb_Dissertations - See path above)
   * Highlight records
   * Export (Action - Export or F5)
-    This will ask where to put the output file in your C: drive and what name to use. Make sure the filename is in all lower case - for example, feb2016diss. The file will be downloaded into your C: drive as a .dat file. (You will NOT be notified when the export is finished. Be careful not to Export more than once.)
+    This will ask where to put the output file in your C: drive and what name to use. Make sure the filename is in all __lower case__ - for example, feb2016diss. The file will be downloaded into your C: drive as a .dat file. (Example: C:\Crosswalk\Dissertation&Theses\Connexion_Records\feb2016diss.dat)
-  * Open MARCTools
+  * Open MARCTools in MarcEdit.
   * Input the .dat file from your C: drive (feb2016diss.dat)and name the Output file with a .mb extension (feb2016diss.mb. Execute the MarcBreaker.
-  * Click on Edit Records. Use Replace to change AUMM to AUMEDT.
+  * Click on Edit Records. Use Replace to change AUMM to AUMETD.
   * Under MARCEditor --> File, click on Compile File into Marc. This will save as a .mrc (MARC) file.
@@ Line 31: / Line 61: @@
     Make sure the following rules are set:
      * Input File name (for this example, feb2016diss.mrc)
-     * Default Holding - AUMEDT
+     * Default Holding - AUMETD
      * Character Conversion - OCLC_UTF_TO_UTF
      * Fix Routine - UMFIX