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e-journal_holdings_for_ill [2017/04/11 15:25] cknapp |
e-journal_holdings_for_ill [2019/10/07 19:33] jmulvaney [Generating and Exporting the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine] |
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- | ====== Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine ====== | + | ====== Generating and Exporting the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine ====== |
- | ===== RAPID and IDS Project ===== | ||
- | * see new script, /exlibris/sfx_ver/sfx4_1/umass3/home/export_ejournal_rapid_ids, which substitutes for steps 1) - 6) below (eventually to be run as cron job) - step 7), for the time being, must still be run. | + | *** see new script, /exlibris/sfx_ver/sfx4_1/umass3/home/export_SFX_ejournal_holdings, which substitutes for steps 1) - 7) below, and steps 1) - 3) further below); script runs as cron job on the 28th of every month. (Rick) ** |
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+ | [J&J note Oct 7, 2019: by entering vi and above location, we were able to look at & edit the script. Jack suspects it might be a username/pw issue? NO! It's the server! Since ExL just bought Rapid -- different server??] | ||
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+ | ===== RAPID and IDS Project ===== | ||
- | We upload an SFX export file of our e-journal holdings to RAPID for integration with the software and workflow. The file is generated on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets with paid content which may be lent; check with ERM staff to determine any currently problematic targets which should be left off the list. A list of included targets is maintained at R\S:\DRMS\SFX\Rapid files. | + | We upload an SFX export file of our e-journal holdings to RAPID for integration with the software and workflow. The file is generated on a monthly basis by cron (see above). It includes all SFX serials targets with paid content which may be lent; check with ERM staff to determine any currently problematic targets which should be left off the list. |
To generate the file: | To generate the file: | ||
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* there is no additional export file to use -leave blank; | * there is no additional export file to use -leave blank; | ||
* active portfolio service is getFullTxt; | * active portfolio service is getFullTxt; | ||
- | * export from SPECIFIC targets - See R/S:\Acquisitions\Electronic Resources Projects\Licensing\ILL_Lending_Rights.xlsx for targets to exclude which are labeled DO NOT LEND | + | * export from SPECIFIC targets |
+ | * A list of included targets is maintained at R/S:\DRMS\SFX\Rapid files\RAPID_SFX_targets. See also R/S:\Acquisitions\Electronic Resources Projects\Licensing\ILL_Lending_Rights.xlsx for targets to exclude which are labeled DO NOT LEND. CORAL Licenses is also helpful. | ||
* uncheck "Include Author Info" box | * uncheck "Include Author Info" box | ||
* use the default Simplified Chinese title and | * use the default Simplified Chinese title and | ||
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**OR** | **OR** | ||
- | * Choose Advanced Export Profile | + | * Choose Advanced Export Profile, maintained from Rapid file list above by Catherine. |
- | * Edit according to target activations/de-activations file maintained by Catherine in R\S:\DRMS\SFX\SFX sort services config | + | |
3. When file is generated, save. Open Excel and then open the file. Using the Text Import Wizard, Step 1, choose data type Delimited and file origin: 65001 : Unicode (UTF – 8) to maintain the diacritics from SFX. Proceed through the following two steps of the wizard using the defaults. | 3. When file is generated, save. Open Excel and then open the file. Using the Text Import Wizard, Step 1, choose data type Delimited and file origin: 65001 : Unicode (UTF – 8) to maintain the diacritics from SFX. Proceed through the following two steps of the wizard using the defaults. | ||
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==== Browzine ==== | ==== Browzine ==== | ||
- | We upload an SFX export file of our e-journal holdings to Browzine on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets. | + | We upload an SFX export file of our e-journal holdings to Browzine on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets. Use the RAPID_ILL SFX Advanced Profile to generate a holdings file for Browzine. |
- | 1. Login to SFX as above and choose Advanced Export Profiles, select the option for "RAPID_ILL" and "Submit" | + | 1. Login to SFX as above and choose Advanced Export Profiles, select the option for "Browzine_SFXexport" and "Submit" |
2. Zip the file and save to S:\Acquisitions\Electronic Resources Projects\Browzine | 2. Zip the file and save to S:\Acquisitions\Electronic Resources Projects\Browzine |