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First very rough draft of general links and tasks useful to Batch & Sierra regularly occurring duties

  • started 9/17/2023; updating continually

General Note

  • it’s a good idea to note down how many records there are in a batch file, if that number changes after a batch processes, then you know something went wrong, and the file or the process needs to be checked for problems.

Batch/Sierra list of tasks:

  • First version list of tasks:

Plan of attack

Start with Cambridge EBA, Taylor & Francis EBA, Safari/O'Reilly subscription, and the YBP discovery records, and the Academic Complete update records.  (One thing to remember is to watch the dates on the ebook discovery and deletes and make sure you load them in order.  In other words, don't load deletes until you have loaded the discovery records with earlier dates.) 

Make sure you use the tracking sheet versions with “current” at the end.

Detailed Procedures and Tracking of files will remain in Box

here: https://usu.app.box.com/folder/227209648067?s=q531024vtone9ogkwa6cv2uh41sq56qx

FTP downloads software/app:

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

  • Download for Windows: 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:

  • A split window will open with your computer on the left; the vendors files on the right:

  • Ta Da!

For historical use & older tracking:

Trello website: Historical procedures & notes, but contains earliest logs of Batch record loads

https://trello.com/b/CWYisa6s/cheryl-and-melanie-batch-record-loading

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