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--- oai_harvesting_via_marcedit [2016/03/01 15:32]
kdion changed URL for harvest source
+++ oai_harvesting_via_marcedit [2016/03/31 17:32]
kdion Addendum
@@ Line 1: / Line 1: @@
 ====== OAI Harvesting of Scholarworks Records Via MarcEdit ======
-This document is a work in progress but puts in place the basics for harvesting the University's ETD dissertations, masters theses,MFA theses and LARP terminal projects in Scholarworks via an OAI-PMH crosswalk using an XML script.
+This document is a work in progress but puts in place the basics for harvesting the University's ETD dissertations, masters theses,MFA theses and LARP terminal projects in Scholarworks via an OAI-PMH crosswalk using an XML and XSLT script.
 ==To Harvest:==
+Copy the OAIDCtoMARCXMLmodified.xsl file and Marc21slimUtils file from the R: drive (Theses -> OAI MarcEdit Crosswalk) to your own computer C: drive
 Open MarcEdit. Make sure it is set to the SAXON.NET XSLT Engine due to XSLT 2.0 being used in the XML file.  (Go to Tools --> Preferences --> MarcEngine)
@@ Line 11: / Line 13: @@
   * Set Name: publication:masters_theses_2 //OR// publication:dissertations_2 //OR//
 englmfa_theses //OR// larp_ms_projects
-  * Metadata Type: qdc
+  * Metadata Type: dcq
-  * Crosswalk Path: C:\Temp\XML1\OAIDCtoMARCXMLmodified.xsl
+  * Crosswalk Path: wherever it is on your C: drive (ex. C:Program Files\Crosswalk\XML1\OAIDCtoMARCXMLmodified.xsl)
  (This is for the Qualifed Dublin Core records. Simple Dublin Core will not allow us to extract degree names nor departments.)
@@ Line 22: / Line 24: @@
 Click on OK.  Harvesting will commence and filter through the C: drive .xsl file. The results will be displayed a MarcEditor window.
-Compare the list of names against the 'packing list' spreadsheet provided by the Graduate School.  There may be ETDs with earlier publication dates which already have in-house cataloged records in OCLC and Aleph. Delete any records which would generate duplicate bib records.
+Compare the list of names against the 'packing list' spreadsheet provided by the Graduate School.  (This is easier to do if you alphabetically sort the MarcEditor list via Tools -> Sort by.) There may be ETDs with earlier publication dates which already have in-house cataloged records in OCLC and Aleph. Delete any records which would generate duplicate bib records.  There may also be Master of Fine Arts ETDs in the packing list. These will be in the englmfa_masters set and will need to be harvested separately. Occasionally there are names on the packing list which are not harvested at all. The cause of these will need to be investigated separately.
 ==Utilizing the MarcEdit Task List==
@@ Line 32: / Line 34: @@
   * OAI_LARP
-This will run the harvested records through the MarcEdit task list. Save the results to your hard drive as a .mrk file (ex: C:\Temp\OAI_Batch\MastersFeb2015.mrk)
+This will run the harvested records through the MarcEdit task list. Save the results to your hard drive as a .mrk file (ex: C:\Crosswalk\Temp\OAIMastersFeb2015.mrk)
 ==Checking for Bad Characters==
-This will scan the .mrk file for non-ASCII characters which would otherwise prevent a record from being validated and uploading into OCLC.
+The XSLT crosswalk script will automatically convert up any non-comforming punctuation (single left and right quotation marks, left and right double quotation marks, En dash, Em dash) but at this time (3/9/2016) it cannot covert bad diacritics.  The following instructions are for correcting each record by hand in Connexion.
-NOTE: At this time (1/8/2016), the XML file crosswalk has not been modified to successfully run an Unicode-UT8 fix template. The following instructions are for correcting each record by hand in Connexion.
 Open the MRK_BadCharRdr application on your desktop (available from Systems). This will open the directory in your C: drive to which you previously saved the above .mrk file.
@@ Line 50: / Line 50: @@
 Click on the Marc Tools button and input:
-__Input file__: .mrk filename as above (C:\Temp\OAI_Batch\MastersFeb2015.mrk)
+__Input file__: .mrk filename as above (C:\Crosswalk\Temp\MastersFeb2015.mrk)
-__Output file__: change file type to .mm (C:\Temp\OAI_Batch\MastersFeb2015.mm)
+__Output file__: change file type to .mm (C:\Crosswalk\Temp\MastersFeb2015.mm)
 Select MarcMaker
@@ Line 71: / Line 71: @@
 ==Import files into OCLC==
-//(Coming soon!)//
+See [[batch_uploading_oais_to_oclc_and_aleph|Batch Uploading OAIs from Scholarworks into OCLC and Aleph]]
@@ Line 78: / Line 78: @@
 The original MarcEdit OAIDCtoMarcXML file can be found on your hard drive under C:\Program Files\MarcEdit 6\xslt\OAIDCtoMARCXML.xsl or wherever your MarcEdit application version is.   This is the XML generic version .. don't change this; use the modified version, a copy of which can be found in the R drive under Theses\OAI MarcEdit XML harvest code (OAIDCtoMARCXMLmodified.xsl). Note that you must also have the Marc21slimUtils in the same folder in order for the .xsl file to run properly.
-The XML script is based on that generously shared by Ken Robinson (kjr106@psu.edu), Cataloging and Metadata Services, the Pennsylvania State University.  This file can be found online at [[https://scholarsphere.psu.edu/collections/x346dj68d]] along with a detailed description of their eTD Dublin Core-to-MARCXML Crosswalk.    The script includes a template to check for bad non-ASCII characters but as of this writing, it will not run in our XML script. This is being worked on.
-Our __XML script version__ does the following:
+The XSLT script is based on that generously shared by Ken Robinson (kjr106@psu.edu), Cataloging and Metadata Services, the Pennsylvania State University.  This file can be found online at [[https://scholarsphere.psu.edu/collections/x346dj68d]] along with a detailed description of their eTD Dublin Core-to-MARCXML Crosswalk.
+Our personalized __XML script version__ does the following:
   * Modifies the 006 and 007 fields
   * Inserts 040, 042 fields
-  * Changes the 245 00 indicator fields to 10. Later versions of the script will allow changes in the second indicator according to any articles present. This is currently taken care of by the MarcEdit Task List.
+  * Changes the 245 00 indicator fields to 10.
+  * Corrects the 245 field to show the appropriate indicators for a title beginning with an article
   * Changes the 700 'creator' field to a 100 'author' field with the appropriate |e subfield.
   * Inserts a 264 field (Amherst, Massachusetts :|b University of Massachusetts Amherst, |c <appropriate date as harvested>.
+  * Inserts a 300 field (1 online resource)
   * Inserts the RDA fields 336, 337, 338 and 347.
-  * 502 field: Later versions will insert the appropriate degree name harvested from each record (Ph.D. |c University of Massachusetts Amherst |d <date>). Currently this is handled with a generic form by the MarcEdit Task List.
+  * Inserts a 502 field (<degree abbrev.> |c University of Massachusetts Amherst |d <date>).
   * Inserts a 538 field (Available online in PDF format via Scholarworks at UMass Amherst.)
   * Inserts 653 fields for keywords and such.
   * Inserts a 655_7 field (Academic theses. |2 lcgft)
-  * 690 field: Later versions will include this field with the degree program harvested from each record (Theses |x Chemistry |x Masters)
+  * Inserts a 690 field (Theses |x Chemistry |x Masters)  *NOTE:* The crosswalk script automatically adds |x Masters but this will be changed to Doctoral as needed via MarcEdit Tools.)
+  * Inserts 700 fields for advisors
   * Inserts a 710 field (University of Massachusetts Amherst, |e degree granting institution)
   * Inserts a 710 field (University of Massachusetts Amherst. Libraries, |e issuing body)
   * Inserts a 856 field (Scholarworks URL with |z Link to free resource)
-The __MarcEdit Task List__ does the following:
+Our personalized __MarcEdit Task List__ does the following:
-    * Adds an 008 field and corrects any necessary LDR fields
+    * Adds an 008 field and corrects any necessary LDR fields.
-    * Adds an 049 AUMM field
+    * Adds an 049 AUMM field.
-    * Corrects the 100 field to include a period and comma after an initial in the author's name
+    * Corrects the 100 field to include a period and comma after an initial
-    * Corrects the 245 field to show the appropriate indicators for a title beginning with an article
+        in the author's name.
     * Inserts a colon and |b where needed
-    * Adds a 502 field (Masters Degree |c University of Massachusetts Amherst |d <date>
+    * Removes titles (Dr., Prof.) and 'Ph.D' from advisor names.
+    * Reverses the form of advisor names to Lastname, Firstname and replaces
+           |e contributor with |e advisor.
+    * Strips unwanted HTML tags from the 520 field.
+    * Cleans up any goofy stuff (i.e., Plant & Soil Sciences to Plant and Soil Sciences)
     * Coming: adding a 949 field for ALEPH holdings purposes
-NOTE: Each MarcEdit Task list has its own 502 field for Masters Degree, Doctoral Degree and Terminal Project Degree as well as its own 690 field for Doctoral and Masters.
+**ADDENDUM**
+The following URL brings up an XML document tree from BePress which shows the Dublin Core metadata used and the name for each element used (i.e., dc:creator) for each.  You can check on other mappings by substituting dissertations_2, englmfa_theses, or larp_ms_projects  for masters_theses_2 at the end of the URL.
+[[http://scholarworks.umass.edu/do/oai/?verb=ListRecords&metadataPrefix=dcq&set=publication:masters_theses_2]]
 -- //Contact person: [[kdion@library.umass.edu|Kay Dion]] or [[mbergin@library.umass.edu|Meghan Bergin]]//