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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

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  1. Tools,

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  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

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Replace 001 add prepend taylorfrancis to 001

  • taylorfrancis

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  • 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

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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

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

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

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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

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-->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 noteTaylor & 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

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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/

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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

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Notification of removals is generally by email

  • and are deleted manually at that point.

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