Differences

This shows you the differences between two versions of the page.

--- marc_record_loading [2019/01/07 17:20]
127.0.0.1 external edit
+++ marc_record_loading [2019/04/18 12:50]
jeustis
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-====== MARC Record Loading Instructions =====
+====== Aleph MARC Record Loading Instructions =====
 ==== Overview ====
-MARC record loading generally happens in one of three ways:
+MARC record loading in Aleph generally happens in one of three ways:
-  * Automated loads
+  * Automated loads such as GOBI (YBP) or patron loads
-  * Manual loads done by the DRMS department
+  * Manual loads for UMass eresources
-  * Manual loads done by one of the other libraries in the FCLC ([[https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=0|see Google doc]])
+  * Manual loads for Five Colleges eresources ([[https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=0|see Google doc]])
-Currently, all records from YBP are loaded automatically (EOCR and soon Silver Plus OCLC enhanced records).
+For UMass eresources, 2 custom services consisting of p_umprocload_01 (steps 4-6 below) and p_umload_01 (steps 7-9 below) were created to handle the loads and email the bib numbers to a designated email address. Instructions both general and detailed can be found on the shared network drive, Record Loading. Information about particular eresources are found in [[http://coral.library.umass.edu/umacoral/|CORAL]]. Coral will have contact information, where to find MARC records, the Aleph system number for the bibliographic cover record(s), information on the batch loader and history of batch loads if applicable.
-For UMass records, there are 2 custom services. The first, p_umprocload_01, does steps 4-6 below and the second, p_umload_01, does steps 7-9 below and emails the bib numbers to ILS. Detailed instructions for various collections are below and in the Cataloging tab of the [[http://coral.library.umass.edu/umacoral/|CORAL]] resource record.
+In general, manual MARC record loads in Aleph use the follow process:
+    - After evaluating records, retrieve record set from source
-In general, manual MARC record loads use the follow process:
+  -   Use [[http://marcedit.reeset.net/|MarcEdit]] to make changes to records using both general and detailed instructions
-  - Download records from vendor or OCLC
+  -   Upload file to Aleph server and appropriate location (scratch)
-  - Use [[http://marcedit.reeset.net/|MARCedit]] to make changes to records
+  -   Select p_file_01 and then select p_file_02 to put the file into the Aleph appropriate import format
-  - Upload file to Aleph server
+  -   Select p_manage_37 to apply the UMFIX, which puts the OCLC# in the propoer format for loading as well as other fixes
-  - Use p_file_01 and p_file_02 to put the file into the Aleph import format
+  -   Select p_manage_36 to compare the file with records already in Aleph - this step will determine new records, replacement records, or records with multiple matches
-  - Use p_manage_37 to apply the UMFIX, which puts the OCLC# in the propoer format for loading as well as other fixes
+  -   Select p_manage_18 to load the new records or replace records in Aleph
-  - Use p_manage_36 to compare the file with records already in Aleph - this step will determine new records and replacement records
+  -   Select p_manage_50 to create holdings and items
-  - Use p_manage_18 to load the new records or replace records already in Aleph
+  -   Select p_manage_21 to remove URLs from the bib record
-  - Use p_manage_50 to create holdings and items
-  - Use p_manage_21 to remove URLs from the bib record
 The [[process_marc_records|Processing MARC Records]] page has more information about getting records ready to load into Aleph.