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marc_record_loading [2016/05/24 15:28] rapeterson [Detailed MARC record loading instructions by vendor] |
marc_record_loading [2022/05/16 19:31] (current) jeustis |
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| - | ====== MARC Record Loading Instructions ===== | + | ==== PAGE OUTDATED ARCHIVED ===== |
| - | MARC record loading generally happens in one of three ways: | + | === Aleph MARC Record Loading Instructions: REFERENCE ONLY === |
| - | * Automated loads | + | |
| - | * Manual loads done by the ILS department | + | |
| - | * Manual loads done by one of the other libraries in the FCLC | + | |
| - | Currently, all records from YBP are loaded automatically (EOCR and soon Silver Plus OCLC enhanced records). A list of records loaded for the consortium is available at https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=0. | + | == Overview: Might include past practices== |
| + | MARC record loading in Aleph generally happens in one of three ways: | ||
| + | * Automated loads such as GOBI (YBP) or patron loads | ||
| + | * Manual loads for UMass eresources | ||
| + | * Manual loads for Five Colleges eresources ([[https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=0|see Google doc]]) | ||
| - | In general, manual MARC record loads use the follow process: | + | 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. |
| - | - Download records from vendor or OCLC | + | |
| - | - Use [[http://marcedit.reeset.net/|MARCedit]] to make changes to records | + | |
| - | - Upload file to Aleph server | + | |
| - | - Use p_file_01 and p_file_02 to put the file into the Aleph import format | + | |
| - | - Use p_manage_37 to apply the UMFIX, which puts the OCLC# in the propoer format for loading as well as other fixes | + | |
| - | - Use p_manage_36 to compare the file with records already in Aleph - this step will determine new records and replacement records | + | |
| - | - Use p_manage_18 to load the new records or replace records already in Aleph | + | |
| - | - Use p_manage_50 to create holdings and items | + | |
| - | - Use p_manage_21 to remove URLs from the bib record | + | |
| - | For UMass records, there are 2 custom services. The first, p_umprocload_01, does steps 4-6 and the second, p_umload_01, does steps 7-9 and emails the bib numbers to ILS. Detailed instructions for various collections are linked to below. | + | In general, manual MARC record loads in Aleph use the follow process: |
| + | - After evaluating records, retrieve record set from source | ||
| + | - Use [[http://marcedit.reeset.net/|MarcEdit]] to make changes to records using both general and detailed instructions | ||
| + | - Upload file to Aleph server and appropriate location (scratch) | ||
| + | - Select p_file_01 and then select p_file_02 to put the file into the Aleph appropriate import format | ||
| + | - Select 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_36 to compare the file with records already in Aleph - this step will determine new records, replacement records, or records with multiple matches | ||
| + | - Select p_manage_18 to load the new records or replace records in Aleph | ||
| + | - Select p_manage_50 to create holdings and items | ||
| + | - Select 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. | The [[process_marc_records|Processing MARC Records]] page has more information about getting records ready to load into Aleph. | ||
| - | ==== Detailed MARC record loading instructions by vendor ==== | + | ==== Depreciated MARC record loading instructions for vendors ==== |
| - | * [[alexander_street_marc_loading|General MARC Record Loading Procedures]] | + | * [[alexander_street_marc_loading|Alexander Street Press]] |
| * [[films_on_demand|Films on Demand]] | * [[films_on_demand|Films on Demand]] | ||
| * [[safari_marc_loading|Safari]] | * [[safari_marc_loading|Safari]] | ||
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| - | ====== MARC Record Sources for ongoing loads ====== | + | ==== MARC Batch Record Ongoing Loads ==== |
| + | There are two documents for this. | ||
| - | ===== MARC Records from Vendors ===== | + | [[https://docs.google.com/spreadsheets/d/1KBwTefJKLcb-oVrKay32TRyoD1wzb438ZclxKzm1kCs/edit#gid=1640498871|UMass Marc Record Load Spreadsheet]]: Details last file loaded, loader, and when. Current for 2 years. Past years are archived on the Record Load shared network drive. |
| - | ^ Collection ^ Frequency ^ Retrieval ^ Responsibility ^ | + | |
| - | |ALEXANDER STREET PRESS AMERICAN SONG|As notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |ALEXANDER STREET PRESS CLASSICAL MUSIC IN VIDEO|As notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |ALEXANDER STREET PRESS CLASSICAL MUSIC LIBRARY|As notified|http://alexanderstreet.com/marc|Shared 5C Records| | + | |
| - | |ALEXANDER STREET PRESS CLASSICAL SCORES LIBRARY|As notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Contemporary World Music|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Dance in Video Volume 1|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Manuscript Women's Letters and Diaries|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press PBS Video Collection|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Psychological Experiments Online|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |ALEXANDER STREET PRESS SMITHSONIAN GLOBAL SOUND|As notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Underground comics & independent comics II|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Women and Social Movements in the US Basic|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Alexander Street Press Women and Social Movements International|as notified|http://alexanderstreet.com/marc|Ron| | + | |
| - | |Cognet|???|???|Ron| | + | |
| - | |CRL eresources|Quarterly as notified|FTP|Steve| | + | |
| - | |Documents Without Shelves|monthly|???|Steve/Lucy| | + | |
| - | |ebrary (Academic Complete and All Perpetual)|quarterly|https://partners.ebrary.com/|Steve| | + | |
| - | |Elsevier|As notified|OCLC|Ron| | + | |
| - | |Films on Demand|monthly|http://admin.films.com/AdminLogin.aspx|Mary ann| | + | |
| - | |Kanopy|monthly|http://umass.kanopystreaming.com/user|Shared 5C Records| | + | |
| - | |Literature Online|as notified|http://literature.proquest.com/infoCentre/librarians/admin/marc.jsp|Ron| | + | |
| - | |MarcIt!|as requested|http://sfxhosted.exlibrisgroup.com/sfxadmin/umass|Lucy| | + | |
| - | |MORGAN & CLAYPOOL SYNTHESIS COLLECTION Four|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |MORGAN & CLAYPOOL SYNTHESIS COLLECTION ONE|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |MORGAN & CLAYPOOL SYNTHESIS COLLECTION THREE|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |MORGAN & CLAYPOOL SYNTHESIS COLLECTION TWO|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |Naxos|As notified|WorldShare Collection Manager |Steve| | + | |
| - | |OECD|Monthly|http://www.oecd-ilibrary.org/marc|Ron| | + | |
| - | |Open Content Alliance|as notified|???|Lucy| | + | |
| - | |Oxford Premium/Oxford Reference|as requested|http://www.oxfordreference.com/marc|Ron| | + | |
| - | |Safari|monthly|https://secure.safaribooksonline.com/bo3|Mary Ann| | + | |
| - | |SPIE DIGITAL LIBRARY|As notified|WorldShare Collection Manager |Mary Ann| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2005|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2006|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2007|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2008|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2009|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |SPRINGER COMPLETE COLLECTION ENGLISH/INTERNATIONAL 2010|Monthly|WorldShare Collection Manager |Ron| | + | |
| - | |WRIGHT AMERICAN FICTION - ELECTRONIC|Monthly|WorldShare Collection Manager |Ron| | + | |
| + | [[https://docs.google.com/spreadsheets/d/1TAIR-RHSVAHsWnD8spaq7e4USxxRNL1f7Gk8MRxNjJE/edit#gid=1451730337|5 Colleges In Common Electronic Resources]]: Details files, loaders, and other information. This spreadsheet is being updated and some information might not be current. | ||
