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FTP download software/app:

Since all browsers have stopped supporting FTP protocols, we will use LIT’s suggestion of the WinSCP software:

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Taylor & Francis

Record source:  YBP ftp

ftp://ftp.ybp.com

Name:  utahstate

eba folder

Taylor & Francis files sometimes don't show the most recent ones. It can sometimes take logging in and out several times before the most recent ones show up in the list

Taylor & Francis EBA workflow

Log files in the tracker: https://usu.app.box.com/integrations/officeonline/openOfficeOnline?fileId=1318195064664&sharedAccessCode=

Unicode

Join files when ready

Use MarcEdit to join individual files (Tools, Marc Processing Tools, MARCJoin)

Taylor and Francis EBA edits

Replace 001 add prepend taylorfrancis to 001

  • taylorfrancis

...

  • Replace All

  • Check number changed matches record numbers

Delete fields: Tools-->Add/Delete Fields

037
655
773
949
975
976

...

Find all, delete field if needed (often there are all 3 5XX fields in a record)

  • Edit-->Find: =533

533
538
583

Check for problems 830 (Find all: =830)

Delete any with "Online Access". MyiLibrary, Online access with DDA: Askews (Architecture), Online access with purchase: Taylor & Francis, Online access with subscription: Proquest Ebook Central.

...

Check for problems 856 (Edit; Find; Find: =856)

  • example of clean link: =856 40$uhttps://www.taylorfrancis.com/books/9781003397595

...

Ready for 856 edits

edit subfield

New subfield only

856

add |z

Replace with: Available online; click to view

Use regular expression

Remove Subfield code from scope

856

add prepend to |u

Field Data: ^

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

Add two 9xx fields

Add field

910

\\$aTaylor & Francis EBA with GOBI

 

949

\\$lcoonl$t20$nTaylor & Francis EBA with GOBI$x55$zn

Save (if not already done)

MARCValidator

  • Fix problems--often just miscodes and incorrect indicators

  • Unicode can cause issues with $ within fields--I’ve been finding them, then deleting the extra ones from the field text

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Save

Compile into MARC

Load into Sierra: Function-->Data Exchange

  • Use Review Files; Test first; then Load

Load: BATCH LOAD Worldcat Collection Sets (.collectionsets)

after loading, view a record in review file of inserted records and confirm fields in bib and item added by load table and 949

Create Lists: Copy review file; Delete? Yes

Check these fields in Create Lists review file:

hooks/markers:

 

001

taylorfrancis

item code 1

55

item internal note

Taylor & Francis EBA with GOBI

bib 910

Taylor & Francis EBA with GOBI

check access

click on link

Wait a bit after loading, do title search in Encore, confirm bib record number (bottom of record in Encore - Bookmark This Record, Persistent Link) and check access

Clean up

delete files in Data Exchange and the review file of inserted records in Create Lists

Track file name; date loaded; and name in:

https://usu.app.box.com/integrations/officeonline/openOfficeOnline?fileId=1318195064664&sharedAccessCode=

  • Record number records loaded in for Cataloging statistics

...

Notification of removals is generally by email

  • and are deleted manually at that point.

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