Differences

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

Link to this comparison view

safari_marc_loading [2016/04/07 11:35] (current)
rapeterson created
Line 1: Line 1:
 +===== Safari MARC Record Loading. =====
 +
 +  - Go to:  https://​secure.safaribooksonline.com/​bo3/​
 +  - Click on the “University of Massachusetts Amherst” Account name.
 +  - Click on MARC Records
 +  - Click on “Generate a new MARC update file (both additions & deletions included)”
 +    - This will create a file called “Update-YYYY-MM-DD.mrc”. It should download automatically,​ but sometimes I have to reload the page and select the file from the list.
 +  - Open the downloaded file with MARCedit MARC Tools.
 +    - Select the downloaded file as the “Input File:”
 +    - Select name for the output file. You can simply change the .mrc file extension to .mrk
 +  - Click on “Edit Records”.
 +  - As noted above, this file will contain both additions and deletions. I separate the deletions to make deleting the records easier.
 +    - In MARCeditor, choose File -> Select Individual records to make
 +    - Change the “Display Field:” from 245$a to “LDR”
 +    - Import File
 +    - Check all the records that have a “d” in the 05 bit of the leader.
 +    - Check “Retain Checked Items”.
 +    - Click “Export Selected”.
 +    - Save delete records (e.g., umsafari20140602del.mrk)
 +    - Run the Safari Assigned Task, Tools -> Assigned Tasks -> Currently Available Tasks -> Safari
 +    - Save.
 +    - Compile records into MARC (e.g., umsafari20140602del.mrc)
 +  - Open the original file with MARCeditor.
 +    - In MARCeditor, choose File -> Select Individual records to make
 +    - Change the “Display Field:” from 245$a to “LDR”
 +    - Import File
 +    - Check all the records that have a “n” in the 05 bit of the leader.
 +    - Check “Retain Checked Items”.
 +    - Click “Export Selected”.
 +    - Save new records (e.g., umsafari20140602new.mrk)
 +    - Run the Safari Assigned Task, Tools -> Assigned Tasks -> Currently Available Tasks -> Safari
 +    - Save.
 +    - Compile records into MARC (e.g., umsafari20140602del.mrc)
 +  - FTP both files to the /​exlibris/​aleph/​u21_1/​fcl01/​scratch directory on the Aleph server. Or use the file upload function from the Aleph Cataloging client to put the file in the fcl01/​scratch directory.
 +  - Load the new records first.
 +  - In the Cataloging client, under the “Aleph” menu, click on “Connect to…” and select “UMA50 - UMass Administrative”.
 +  - Under “Services” -> “Custom Services” select “UM MARC prep (umprocload-01)”
 +  - Enter the following:
 +    - *Input File : [the name of the MARC file created for new records above] (e.g., umsafari20140602new.mrc)
 +    - *Match Routine : “0359A - Match 0359 subfield a”
 +    - Library: FCL01 (This is important, since you have switched to UMA50, the default library will be UMA50).
 +    - Click “Submit”
 +  - This will create 3 files:
 +    - Unmatched records: [the name of the MARC file created above] with fix1 appended (e.g., umsafari20140602new.mrcfix1).
 +    - Matched records: [the name of the MARC file created above] with fix2 appended (e.g., umsafari20140602new.mrcfix2).
 +    - Records with multiple matches: ​ [the name of the MARC file created above] with fix3 appended. This should not happen. ​
 +  - Load the “fix1” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”
 +  - Enter the following:
 +    - * Input File: [the name of the fix1 file]
 +    - * New or Replacement Records: “New Records”
 +    - Character Conversion: “OCLC to UTF (e.g., {acute})”
 +    - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umebk)
 +    - Library: “FCL01” (Again, this is important)
 +  - Update holdings on OCLC
 +    - Under “Services” -> “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
 +    - Enter the following:
 +      - * Input File: [the name of the fix1 file] with bib appended (e.g., umsafari20140602.mrcfix1bib)
 +      - * Output File: [name your output file] (e.g., umfod140521.mrcfix1bib035)
 +      - * Field 1 + Indicator: 035
 +      - * Format: ALEPH Sequential
 +      - Library: FCL01
 +    - Submit
 +    - Download [Output File from above].
 +    - Open [Downloaded Output File] with Excel.
 +      - In the “Text Import Wizard” choose “Fixed width” and click “Next”
 +      - Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
 +      - Change all columns to text data format and click “Finish”
 +      - Delete all of the columns except the OCLC number
 +      - Save as a text file.
 +      - Close file.
 +    - Open Connexion.
 +    - Under “Batch” select “Holdings by OCLC Number…”
 +    - Click “Browse” and select the file created in e above.
 +    - Click “Import” (if the file is still open in Excel, the file will not import)
 +    - When asked, “Do you want to delete your original import file?” click “No”
 +    - Select “Update Holdings” from the “Action” menu.
 +    - Click “OK”
 +  - If there are any records in the “fix2” file, load those records. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”.
 +  - Enter the following:
 +    - * Input File: [the name of the fix2 file]
 +    - * New or Replacement Records: “Replacement Records (requires SYSNO key)”
 +    - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
 +    - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umebk)
 +    - Library: “FCL01” (Again, this is important)
 +  - Repeat steps 12-14 with the deletes file (e.g., umsafari140602del.mrc)
 +  - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:​
 +    - * Input File: [the name of the fix2 file]
 +    - * New 0or Replacement Records: “Replacement Records (requires SYSNO key)”
 +    - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)
 +    - * Item/​Holdings creation table: E-Resource (tab_hol_item_create_umebk)
 +    - Library: “FCL01” (Again, this is important)
 +  - Update holdings on OCLC
 +    - Under “Services” -> “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03)
 +    - Enter the following:
 +      - * Input File: [the name of the fix2 file] with bib appended (e.g., umsafari140602del.mrcfix2bib)
 +      - * Output File: [name your output file] (e.g., umsafari140602del.mrcfix2bib035)
 +      - * Field 1 + Indicator: 035
 +      - * Format: ALEPH Sequential
 +      - Export deleted records?: Yes (since we have overlayed records with a “d’ in the 05 bit of the leader, Aleph will treat these records as deleted.
 +     - Library: FCL01
 +    - Submit
 +    - Download [Output File from above].
 +    - Open [Downloaded Output File] with Excel.
 +      - In the “Text Import Wizard” choose “Fixed width” and click “Next”
 +      - Create a break line before the OCLC number (only the number not the ocn or ocm) and click “Next”
 +      - Change all columns to text data format and click “Finish”
 +      - Delete all of the columns except the OCLC number
 +      - Save as a text file.
 +      - Close file.
 +    - Open Connexion.
 +    - Under “Batch” select “Holdings by OCLC Number…”
 +    - Click “Browse” and select the file created in e above.
 +    - Click “Import” (if the file is still open in Excel, the file will not import)
 +    - When asked, “Do you want to delete your original import file?” click “No”
 +    - Select “Delete Holdings” from the “Action” menu.
 +    - Click “OK”
 +  - Delete records from Aleph.
 +    - Services -> Catalog Maintenance Procedures -> Delete Bibliographic Records Including Related ADM/HOL Records (manage-33)
 +      - * Input File:  [the name of the fix2 file] with bib appended (e.g., umsafari140602del.mrcfix2bib)
 +      - * Output File: [name your output file] (e.g., umsafari140602del.mrcfix2bibdel)
 +      - * Update Database: Yes
 +      - Submit
 +
  
safari_marc_loading.txt · Last modified: 2016/04/07 11:35 by rapeterson
www.chimeric.de Creative Commons License Valid CSS Driven by DokuWiki do yourself a favour and use a real browser - get firefox!! Recent changes RSS feed Valid XHTML 1.0