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uma_worldcat_service_configuration_management [2013/09/16 20:58] cturner |
uma_worldcat_service_configuration_management [2014/05/22 14:04] cturner |
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| * This module controls our full-content (except streaming) holdings to display via the “View Now” menu in the public search, and in Navigator for ILL request processing. | * This module controls our full-content (except streaming) holdings to display via the “View Now” menu in the public search, and in Navigator for ILL request processing. | ||
| * E-journal holdings are managed via file uploads SFX. | * E-journal holdings are managed via file uploads SFX. | ||
| - | - Using the Export Tool, select e-journal targets with paid our subscriptions/purchases (ie. not open access) which are not gathered via the PubGet feed. An export profile, "WCL_export", is saved in the Advanced Export Profiles section. This can be edited as needed. The file should be saved according to the naming conventions in "WorldCat knowledge base downloading guide for SFX data" (wckb.sfx.pdf) and uploaded to the OCLC server according to "WorldCat knowledge base uploading guide" (wckb_upload.pdf) in W:\WorldCat Local\OCLC documentation. | + | - Using the Export Tool, select e-journal targets with paid our subscriptions/purchases (ie. not open access). An export profile, "WCL_export", is saved in the Advanced Export Profiles section. This can be edited as needed. The file should be saved according to the naming conventions in "WorldCat knowledge base downloading guide for SFX data" (wckb.sfx.pdf) and uploaded to the OCLC server according to "WorldCat knowledge base uploading guide" (wckb_upload.pdf) in W:\WorldCat Local\OCLC documentation. |
| - Confirm that the SFX holdings files is loaded to the kb in a timely manner (within 2-3 days after transfer) from the Activity History section of WorldCat knowledge base in Service Configuration. Also review collections modified at the title level here. | - Confirm that the SFX holdings files is loaded to the kb in a timely manner (within 2-3 days after transfer) from the Activity History section of WorldCat knowledge base in Service Configuration. Also review collections modified at the title level here. | ||
| - | - Review about monthly the collection mappings by OCLC from the holdings files. Request holdings-mapping report from Amy Lytle [[lytlea@oclc.org]]. | + | - Review about monthly the collection mappings by OCLC from the holdings files. Request holdings-mapping report from [[support@oclc.org|OCLC Support]]. |
| * Database and e-book collections are managed directly in the kb. | * Database and e-book collections are managed directly in the kb. | ||
| * Search for database content by provider or collection. For title search, add “*” to get “starts with” matches – much better for known item searches. Collection search has open access and locally created limits. Title search has format and current issue limits. All have “my holdings” limits. | * Search for database content by provider or collection. For title search, add “*” to get “starts with” matches – much better for known item searches. Collection search has open access and locally created limits. Title search has format and current issue limits. All have “my holdings” limits. | ||
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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"). | ||
