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--- batch_uploading_oais_to_oclc_and_aleph [2016/09/28 11:40]
kdion Changed filepath
+++ batch_uploading_oais_to_oclc_and_aleph [2020/04/28 19:10]
ldegozzaldi
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 ====== 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 harvest.//
+**Preparation**
+  * Have a handy copy (either online or a printout) of the Packing List-in-process. **NOTE:** It's a good idea to save copies of these in appropriate folders.  Example: **PackingListReport_Feb2019diss.xlsx** 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, select SAXON/NET 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 NOTE:  Because of 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  (**NOTE:** 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  (**NOTE:** 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 (**NOTE:** This program needs to be loaded onto your personal C: drive.)
+    * Start date (for May, in this format): 2019-06-01
+    * End date (for May, in this format): 2019-08-31 (**NOTE:** Using August avoids Sept. lists. Occasionally these dates have to be tweaked to include everything on the appropriate Packing List.)
+    * Hit "OK" and let it run.  A green bar will appear if it is working.  (**NOTE** This function is a little cranky. //Recently it didn't work for me because I entered 2019-11-31 instead of 2019-11-30.//  Everything has to be entered **precisely**! If no amount of tweaking resolves the issue, contact bepress (Digital Commons), which occasionally blocks ScholarWorks harvesting for security purposes, Erin Jerome or Aaron Rubinstein.)
+    * Once the harvesting is finished, a MarcEdit list will open up, containing the harvested records in raw form.  //I will save this immediately into the  appropriate OAI folder, as (example) **umdissertations_sept.mrk**//
+  - **Check harvested records against Grad School's packing list**
+    * Hint: In MarcEdit, click Edit/Find/enter =100 in "Find what" window/click Find All. This will produce a list that can be saved to the clipboard, and copied into Excel or another program.  (**NOTE:** When working in MarcEdit, click File/Save after **every change**!!  Do NOT Save if no changes are made.)
+    * **IMPORTANT NEW STEP, added 2020:**Go to ScholarWorks/Dissertations and Theses and log onto "My account", scroll down to the appropriate series (i.e., DOCTORAL DISSERTATIONS (dissertations_2)/Manage Dissertations/Batch revise Excel ((see [[http://www.library.umass.edu/wikis/acp/doku.php?id=oai_harvesting_via_marcedit|OAI Harvesting Via MarcEdit]] ):    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.
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 **To upload from Connexion to OCLC:**
-After importing the bib records file from MarcEdit (see [[http://www.library.umass.edu/wikis/acp/doku.php?id=oai_harvesting_via_marcedit|OAI Harvesting Via MarcEdit]] ):
+After importing the bib records file from MarcEdit
 (For example purposes, we will use the Connexion file for February 2016 Dissertations which can be opened via CatalogingSearchLocalSaveFile -> <nowiki>T:\\oclcapps\Connexion\Theses\2016_Feb_Dissertations.bib.db)</nowiki>)