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uma_worldcat_service_configuration_management [2013/09/16 20:58] cturner |
uma_worldcat_service_configuration_management [2013/10/18 17:06] cturner |
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| ===== SFX File ===== | ===== SFX File ===== | ||
| - | * Use W:\WorldCat Local\SFX_Files\SFXtargetsforWCL.xlsx as a base list of SFX targets to be loaded into WCL. Or create a fresh file from the most recent ARL statistics (W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\[year]Statistics). Do not include ebooks, free eresources, databases, LOCKSS/CLOCKSS/PORTICO, or vendors supplied by the PubGet feed. | + | * Go to SFX Admin > Export Tool > Advanced Export Queries. Fields should contain: XML, Serials, getFullTxt, SPECIFIC...., Simplified Chinese Title, Fresh export (so it will not compare file with previous export file), OCLC, with the remaining fields blank. |
| - | * Check this target list against an SFX "Count the number of active object_portfolios per target_service where both the target_service and the target are active" to catch new targets and target changes. Remember to check against PubGet as well; if a PubGet import is troublesome we may want to include it in the SFX load. | + | * Select targets that are NOT ebooks, free e-resources, databases or LOCKSS/CLOCKSS/PORTICO. Compare with the most recent ARL statistics (W:\DEPARTMENTAL_FOLDERS\Acquisitions\SFX_Project\[year]Statistics). |
| - | * Go to SFX Admin > Export Tool > Advanced Export Profiles > Manage Profiles > E for edit. Fields should contain: WCL_export, e-journal subscriptions, XML, Serials, getFullTxt, SPECIFIC...., Simplified Chinese Title, Fresh export (so it will not compare file with previous export file), OCLC, with the remaining fields blank. | + | |
| - | * Compare the updated SFXtargetsforWCL.xlsx list with the targets listed in the right window, adding and deleting as necessary. | + | |
| * Download file and move to W:\WorldCat Local\ejournal holdings. Change name of file to "HOLDINGS_1361.xml-marc" | * Download file and move to W:\WorldCat Local\ejournal holdings. Change name of file to "HOLDINGS_1361.xml-marc" | ||
| * Prepare file to send to OCLC (see W:\WorldCat Local\OCLC documentation\wckb_upload.pdf, "WorldCat knowledge base uploading guide"). | * Prepare file to send to OCLC (see W:\WorldCat Local\OCLC documentation\wckb_upload.pdf, "WorldCat knowledge base uploading guide"). | ||
