[[alexander_street_marc_loading]]
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alexander_street_marc_loading [2016/05/11 13:41] – rapetersonalexander_street_marc_loading [2022/05/16 18:51] (current) – jeustis
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-===== Alexander Street Press MARC Record Loading. ======+===== PAGE OUTDATED ARCHIVED THIS PAGE IS USED ONLY FOR REFERENCE FOR PAST PROCEDURES ======
  
-  - Go to: http://alexanderstreet.com/marc-records +This page describes the general procedures for loading records into Aleph. Individual vendor records may require special handling. 
-  - Click on Product title for collection that you are loading. + 
-  - Click on the record set that you are loading. ASP typically has a base set and adds supplemental sets as the records are added. If this is the first time that records are being loaded for a collection (e.g., it is a new subscription), click on the base set, otherwise you can click on the supplement that you wish to load. +** Below is a list of vendors that use these basic loading instructions: ** 
-  - This will download a zip file that you will need to unzip. +  * [[http://alexanderstreet.com/marc-records|Alexander Street Press Collections]] 
-  - In the zip file you will find a MARC file. Use MARCedit to open the file.+  * [[http://iopscience.iop.org/books/MARC-records|IOP]] 
 +  * [[http://www.ambrosedigital.com/index.php?option=com_virtuemart&page=shop.getfile&file_id=2200&product_id=0|Ambrose Digital Video]] (MARC records removed from Aleph) 
 +  * [[http://www.oxfordreference.com/page/59/marc-records|Oxford Reference]] (MARC records removed from Aleph) 
 +  * [[http://dl.acm.org/contents_dl.cfm?|ACM]] (MARC records removed from Aleph) 
 +  * [[http://www.oecd-ilibrary.org/marc|OECD]] (MARC records removed from Aleph) 
 + 
 +==== Loading New Records ==== 
 +  - Use MARCedit to open the file. 
 +    - {{::marcbreaker.png?200|}} 
 +  - Click **Execute** to "break the file.
   - After using the MARCbreaker function on the file, click “Edit Records”   - After using the MARCbreaker function on the file, click “Edit Records”
   - This will open the file with the MARCedit MARCeditor.   - This will open the file with the MARCedit MARCeditor.
-  - Depending on the contents of the collection use the ebook, Streaming Video, or Streaming Audio assigned task, located in the Tools menu. +    - {{::marceditor.png?200|}} 
-  - Apply the Add Proxy, Move 001 to …, and fix OCLC prefix tasks. (Tasks can be imported from the 01-Record Loading directory on the ILS Drive Q:). +  - Depending on the contents of the collection use the *ebook*, *Streaming Video*, or *Streaming Audio* assigned task, located in the Tools menu. (Tasks can be imported from the 01-Record Loading directory on the ILS Drive Q:) 
-  - Replace the UWWW in the 949 $c with the appropriate [collection_codes_for_aleph_marc_records|collection code]. +  - Apply the *Move 001 to 0359* task. 
-  - Save the file and compile it into MARC format (.e.g, umasp160406.mrc).+  - For the collections listed below, use Edit->Replace to add unique identifying information for the collection 
 +    - ACM: change "=035  9\$aum" to "=035  9\$aumacm" 
 +    - IOP: change "=035  9\$aum" to "=035  9\$aumiop" 
 +    - OECD: change "=035  9\$aum" to "=035  9\$aumoecd" 
 +  - Apply the Add Proxy and fix OCLC prefix tasks.  
 +  - Use Edit->Replace to replace the UWWW in the 949 $c with the appropriate [[collection_codes_for_aleph_marc_records|collection code]] (e.g. Replace all $cUWWW with $cUWDIV). 
 +  - Save the file and compile it into MARC format (.e.g, umdiv160406.mrc).
   - Use the Task Manager Upload/Download files function to upload the file to:   - Use the Task Manager Upload/Download files function to upload the file to:
 +    - {{::taskmanager.png?200|}}
     - Library: FCL01      - Library: FCL01 
     - Directory: Scratch     - Directory: Scratch
-  - Or you can FTP the file 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.+  - Or you can FTP the file to the /exlibris/aleph/u21_1/fcl01/scratch directory on the Aleph server.
   - In the Cataloging client, under the “Aleph” menu, click on “Connect to…” and select “UMA50 - UMass Administrative”.   - 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)”   - Under “Services” -> “Custom Services” select “UM MARC prep (umprocload-01)”
 +    - {{::p_umprocload.png?200|}}
   - Enter the following:   - Enter the following:
     - *Input File : [the name of the MARC file created above]     - *Input File : [the name of the MARC file created above]
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     - Records with multiple matches:  [the name of the MARC file created above] with fix3 appended. This should not happen.      - 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)”   - Load the “fix1” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”
 +    - {{::p_umload.png?200|}}
   - Enter the following:   - Enter the following:
     - *Input File: [the name of the fix1 file]     - *Input File: [the name of the fix1 file]
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     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
     - *Item/Holdings creation table: [Use E-Book with call number (tab_hol_item_create_umebk if the collection has call numbers, otherwise use E-Resource (tab_hol_item_create_umelec)]     - *Item/Holdings creation table: [Use E-Book with call number (tab_hol_item_create_umebk if the collection has call numbers, otherwise use E-Resource (tab_hol_item_create_umelec)]
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
-  - Update holdings on OCLC + 
-    - Under “Services” -> “Retrieve Catalog Records” select “Download Machine-Readable Records (print-03) +==== Holdings on OCLC ==== 
-    - Enter the following: + 
-      - * Input File: [the name of the fix1 file] with bib appended (e.g., umasp160406.mrcfix1bib) +Records should not have holdings set in OCLC. 
-      - * Output File: [name your output file] (e.g., umasp160406.mrcfix1bib035) + 
-      - * Field 1 + Indicator: 035 +==== Replacement Records ====
-      - * Format: ALEPH Sequential +
-      - Library: FCL01 +
-    - Submit +
-    - Download [Output File from above] via the Aleph client or FTP. +
-    - 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 rows 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)”.   - 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:   - Enter the following:
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     - * New or Replacement Records: “Replacement Records (requires SYSNO key)”     - * New or Replacement Records: “Replacement Records (requires SYSNO key)”
     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC UTF to UTF (a in position 9 of the LDR)
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)     - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
-  - If there are records that need to be deleted, they should be in their own set. All steps up to 17 will be the same. Once you have the 3 files, you will only be working with the fix2 file. Load that file as you did in step 22 above.+ 
 +==== Deleting Records ====      
 +If there are records that need to be deleted, they should be in their own set. All steps up to 17 will be the same. Once you have the 3 files, you will only be working with the fix2 file. Load that file as you did in step 22 above.
   - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:   - Load the “fix2” file. Under “Services” -> “Custom Services” select “UM MARC load (umload-01)”:
     - * Input File: [the name of the fix2 file]     - * Input File: [the name of the fix2 file]
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     - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)     - Character Conversion: “OCLC to UTF (a in position 9 of the LDR)
     - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)     - * Item/Holdings creation table: E-Resource (tab_hol_item_create_umelec)
 +    - Email address : [This email will receive a copy of the load report with the bib numbers affected]
     - Library: “FCL01” (Again, this is important)     - Library: “FCL01” (Again, this is important)
   - Update holdings on OCLC   - Update holdings on OCLC
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