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Melanie Shaw

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More information and how to save sites here: https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1756725317/FTPing+with+WinSCP

Downloading

  • Open WinSCP

  • type in the vendor’s ftp site address and log in with user name & password:

Cambridge

Record source:  YBP ftp

ftp://ftp.ybp.com

utahstate

M&45rt

eba folder (both Cambridge and Taylor & Francis will be in folder)

Cambridge records are first, Taylor & Francis below that

Useful info:

Might as well also download the Taylor&Francis while you’re there

  • Cambridge and T&F create files daily, it’s best to keep up weekly loads, so it doesn’t get overwhelming

  • It’s a good idea to delete earlier Cambridge and T&F files from whatever folder you use for downloading

  • You can start with just shepherding one file at a time thru the process,

  • Then start merging daily files into one (or 2) big weekly file (as shown below) for faster processing

Once logged in to the ftp site, open eba:

...

  • Select the most recent (usu. usually a week’s worth) of Cambridge files

  • Click download and note where the program is saving them. or Browse to put them somewhere else (I have separate named folders for all ftp batch files)

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Cambridge University EBA processing

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  1. Tools,-->Marc Processing Tools-->MARCJoin:

    • Save file: navigate to your chosen folder for the future joined file; [give it an descriptive name]; Save

      • name example: CAMBRIDGE_BOOKS_ONLINE_EBCOLL_6000746_10202023-11082023

    • File(s) to join: navigate to folder containing your files: select all of them; Save

  2. Click Process

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Replace; add prepend cambridge to 001

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  • Edit-->Replace

    • Find: =001 ← and 2 blank spaces

    • Replace: =001 cambridge

    • Replace all

  • Quality Check: number modifications should match number of records in file

    • Can also do a Find: =001

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  • Check for any problems: look for local z subfields; plus extra URLs (for contents, title page), other library’s local data

  • good example: =856 $uhttps://doi.org/10.1017/9781009347181 ← clean with nothing extra

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  • 856 add |z subfield

    • Tools-->Edit subfield data:

    • Field: 856 Subfield: |z Field Data: [leave blank]

      • Replace with: Available online; click to view

      • New subfield only

    • Replace Text

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  • 856 add prepend to |u https://library2.usu.edu/eval_dist/url856.php?url=

    • Tools-->Edit subfield data:

    • Field: 856 Subfield: u Field Data: ^ (regex symbol meaning: insert in front)

    • Replace with: https://library2.usu.edu/eval_dist/url856.php?url=

      • Use regular expression, and

        • Remove Subfield code from scope (otherwise u will be pushed to the end)

        • Replace text

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  • Tools-->Add/Delete Field

Field

Field Data

910

\\$aCambridge University Press EBA with GOBI

949

\\$lcoonl$t20$nCambridge University Press EBA with GOBI$x50$zn

number added should match number of records in file

Look at first record to make sure the new fields line up

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Function-->Data Exchange-->Get PC-->navigate to “done” file

  • Prep (should have same number of records)

  • Select lmarc -->Load

loader:  BATCH LOAD Worldcat Collection Sets (.collectionsets) - *

  • Use Review Files

  • Test first (check number of records loaded is correct)

  • then Load

After loading, go to Create Lists

  • Create Lists

  • Copy

  • locate & select Load review file (no way of sorting review files, alas)

  • Do you want to remove file: Yes

Double-click and check a record or two:

  • 001 cambridge

  • bib 910 Cambridge University Press EBA with GOBI

  • item internal note: Cambridge University Press EBA with GOBI

  • item code 1 (repurposed from completed Wiley EBA): 50

  • Can also View; Public Display to see OPAC, then test the URL

After loading, do title search in Encore, confirm bib record number (bottom of record in Encore - Bookmark This Record, Persistent Link) and check link

Note – batch loads may take a while to get uploaded into Encore

Clean up files in Data Exchange and the Create Lists review file of inserted records -

  • HIghlight review file name

  • Empty

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