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Liz Woolcott

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Workflow originally developed by Mavis Molto in 2014. Revised and update by Melanie Shaw and Liz Woolcott.

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Table of Contents

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Tools

  • Email

  • Marcive FTP link

  • Authority Record Airtable base

  • Sierra

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Warning

FOR DELETE FILES

  1. All records should be Overlaid

    1. STOP – If not all files show as overlaid and consult the ILS Librarian

  2. If loading a delete file – check the “Use Review Files” before moving onto the next step

13. Click on Load (Ensure Use Review File is selected if loading a Delete File). Verify that the count matches the number of records expected and that if delete file, all should say Overlaid

STOP – IF DELETE FILE – not all overlaid, see the ILS Librarian

14. Close

Warning

FOR DELETE FILES

Delete files will require two extra steps before proceeding to the final Step 3 listed below.

Step 2a. CREATE LISTS (FUNCTION)

  1. Tab = Review files

  2. Choose a line appropriate to the number of records

  3. Select Copy

  4. Find title – Load/Overlaid [file name] – Highlight - OK
    a. Do you want to remove file – Yes
    b. Show records – correct no./records?
    c. [Check first record – overlaid record has leader=d] [Close]
    d. Close

Step 2b. DELETE RECORDS (FUNC)

  1. Drop down = Review

  2. Review file = Load/Overlaid [file name - CAREFUL] – Highlight

  3. Start

  4. See delete list – Click delete records - Click yes

  5. See Successful deletions – is number correct?

  6. Close

  7. Empty file – [if a delete file - will be gone already]

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