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e-journal_holdings_for_ill [2019/10/07 19:30] jmulvaney [Generating and Exporting the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine] |
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| - | ====== Generating and Exporting the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine ====== | ||
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| - | *** see new script, /exlibris/sfx_ver/sfx4_1/umass3/home/export_SFX_ejournal_holdings, which substitutes for steps 1) - 7) below, and steps 1) - 3) further below); script runs as cron job on the 28th of every month. (Rick) ** | ||
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| - | [J&J note Oct 7, 2019: by entering vi and above location, we were able to look at & edit the script. Jack suspects it might be a username/pw issue?] | ||
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| - | ===== RAPID and IDS Project ===== | ||
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| - | We upload an SFX export file of our e-journal holdings to RAPID for integration with the software and workflow. The file is generated on a monthly basis by cron (see above). It includes all SFX serials targets with paid content which may be lent; check with ERM staff to determine any currently problematic targets which should be left off the list. | ||
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| - | To generate the file: | ||
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| - | 1. In SFX Admin Center, under KBTools, select Export Tools and Advanced Export Queries (this is the second tab). | ||
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| - | 2. Choose these settings: | ||
| - | * output format is TXT; | ||
| - | * object type is Serials; | ||
| - | * there is no additional export file to use -leave blank; | ||
| - | * active portfolio service is getFullTxt; | ||
| - | * export from SPECIFIC targets | ||
| - | * A list of included targets is maintained at R/S:\DRMS\SFX\Rapid files\RAPID_SFX_targets. See also R/S:\Acquisitions\Electronic Resources Projects\Licensing\ILL_Lending_Rights.xlsx for targets to exclude which are labeled DO NOT LEND. CORAL Licenses is also helpful. | ||
| - | * uncheck "Include Author Info" box | ||
| - | * use the default Simplified Chinese title and | ||
| - | * “Submit”. | ||
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| - | **OR** | ||
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| - | * Choose Advanced Export Profile, maintained from Rapid file list above by Catherine. | ||
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| - | 3. When file is generated, save. Open Excel and then open the file. Using the Text Import Wizard, Step 1, choose data type Delimited and file origin: 65001 : Unicode (UTF – 8) to maintain the diacritics from SFX. Proceed through the following two steps of the wizard using the defaults. | ||
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| - | 4. Many columns of data are included in the SFX export file. Working from right to left, delete all except: | ||
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| - | * Active threshold (PERL version) (column q in the output file) | ||
| - | * E ISSN (column h) | ||
| - | * Target (usually equals or includes publisher) (column f) | ||
| - | * Print ISSN (column d) | ||
| - | * Title (column b) | ||
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| - | 5. Save the file with the date generated, e.g. ILL_0412.xlsx, to S:\Acquisitions\Electronic Resources Projects\ILL holdings lists. | ||
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| - | 6. Log into RAPID at [[https://rapid2.library.colostate.edu/Holdings]] and follow the upload instructions: | ||
| - | (Holdings Format? Journals, ...electronic e-journal file...? SFX, Holdings Type? Electronic, File Type? Excel) | ||
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| - | [[http://coral.library.umass.edu/umacoral/organizations/orgDetail.php?organizationID=662|Login credentials]] are in CORAL organization record under Accounts. | ||
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| - | 7. Put file for IDS Project in the [[https://drive.google.com/drive/folders/0B7Jca5YMpN9NQkJBX2xIUGFOQ0k|Google Folder]]. | ||
| - | (contact: William Jones, jonesw@geneseo.edu) | ||
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| - | ==== Browzine ==== | ||
| - | We upload an SFX export file of our e-journal holdings to Browzine on a **quarterly** basis (January, April, July, October) or as needed. It includes all SFX serials targets. Use the RAPID_ILL SFX Advanced Profile to generate a holdings file for Browzine. | ||
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| - | 1. Login to SFX as above and choose Advanced Export Profiles, select the option for "Browzine_SFXexport" and "Submit" | ||
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| - | 2. Zip the file and save to S:\Acquisitions\Electronic Resources Projects\Browzine | ||
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| - | 3. Upload the file to [[http://thirdiron.com/upload/]] | ||
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| - | Complete information is available at [[http://support.thirdiron.com/knowledgebase/articles/134554-how-to-use-your-sfx-holdings-with-browzine]] | ||
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| - | (contact: support@thirdiron.com) | ||
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| - | --- //[[cturner@library.umass.edu|Primary contact: Christine Turner]]// | ||
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