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Melanie Shaw

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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:

  • Download for Windows, if needed: https://winscp.net/eng/download.php

    • All users

    • Accept all the defaults and lawyer repellant

    • and Open

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

...

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

Use MarcEdit to join individual files

...

  1. Tools,

...

  1. -->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

  3. File will show up in the folder of choice

Taylor and Francis EBA edits

...

Replace 001 add prepend taylorfrancis to 001

  • taylorfrancis

...

...

  • Replace All

  • Check number changed matches record numbers

  • Make sure the 001 fields are still lined up and have to blanks after the prepend

    • Find All =001

  • Edit-->Save

Delete fields: Tools-->Add/Delete Fields

037
655
773
949
975
976

...

    ...

    • Save

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

    • Edit-->Find: =533

    533
    538
    583

    ...

    • Save, if any

    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.

    • But leave any real series titles

    ...

    ...

    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

    Tools-->Edit subfield

    New subfield only

    Field: 856

    add |Subfield: z

    Field data: [leave empty]

    Replace with: Available online; click to view

    Use regular expression

    Remove Subfield code from scope

    856

    		add prepend to |

    • New subfield only

    • Replace Text

    Field: 856

    Subfield: u

    Field Data: ^ ^b

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

    • Use regular expression

    • Remove Subfield code from scope

    • Replace Text

    Do a Quality Check to look for possible malformed 856 fields

    Edit-->Find: =856-->Find All

    image-20231222-213126.pngImage Added

    • Save

    Add two 9xx fields

    add

    Tools-->Add/Delete Fields

    Add field

    910

    \\$aTaylor & Francis EBA with GOBI

     Add field

    949

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

    QC: number of added fields should equal number of records for each

    Scroll down to end of record to see both new fields line up

    Save (if not already done)

    MARCValidator

    • Fix problems--often just miscodes and incorrect indicators

    • image-20231222-214123.pngImage Added

    • Save

    Compile into MARC

    ...

    -->File-->browse to folder, then name file (I add “done”)

    • TAYLOR_AND_FRANCIS_EBCOLL_6007623_11172023-11302023-done

    Load into Sierra: Function-->Data Exchange

    • Get PC-->[find file]-->upload-->.lfts

    • Prep-->Start (should show number of records in file)

    • .lmarc-->Load

    Load: BATCH LOAD Worldcat Collection Sets (.collectionsets)

    • Use Review Files; Test first; then Load

    lBATCH LOAD Worldcat Collection Sets (.collectionsets)

    • Double-check number of records in TOTAL RECORDS READ

    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

    • FUNCTION-->Create Lists-->find empty line-->Copy-->find review file;

    Delete

    • remove file? Yes

    ;

    • Open and record or 2

    • Check the fields, listed below

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

    ...

    • Double click to view review file list

    Check these fields in Create Lists review file:

    hooks/markers:

     

    001

    taylorfrancis

    bib 910

    Taylor & Francis EBA with GOBI

    item code 1

    55

    item internal note

    Taylor & Francis EBA with GOBI

    bib 910

    Taylor & Francis EBA with GOBI

    check access

    • View; Public Display

    • click on link

    Clean up

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

    ...

    Another QC to do: after loading, do title search on Encore, confirm bib record number (bottom of record in Encore - Bookmark This Record, Persistent Link) and check access

    Finish tracking file in tracker:

    https://usu.app.box.com/

    ...

    Done.file/1318195064664

    Record statistics in monthly Cataloging Stats Airtable

    • they will be recorded as GenStacks-Batch-Modified

    Clean up:

    • Delete files in Data Exchange

    • Empty review file of inserted records in Create Lists

    • Delete loaded files

    ...

    Notification of removals is generally by email

    • and are deleted manually at that point.

    ...