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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:

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, best to keep up weekly so they’re not overwhelming

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

  • Start with just shepherding one file at a time thru the process

  • But, once you have good idea of this process, start merging the daily files into one big weekly file (as shown below) for faster processing

Cambridge University EBA

tracker: https://usu.app.box.com/file/1318202855178

  • After downloading files; log them into the tracker

Cambridge EBA edits

Unicode - Check MarcEdit

Use MarcEdit to join individual files if desired: (Tools, Marc Processing Tools, MARCJoin).

Replace; add prepend cambridge to 001

  • Edit; Find: =001 ← 2 blank spaces for the indicators

  • Replace: =001 cambridge

delete fields (Tools; Add/Delete Field):

037
655
949 (important!)
975
976

find all, and delete field if found (Edit; Find All) =111

  • If not found, no need to open Add/Delete Field

533 (often there are all 3 5XX fields in a record)
538
583
773

check for problems in field 830

  • Check for any problematic 830s indicating other libraries' DDA programs, & if found, delete them

  • Find: =830

  • You can enlarge the Results window up/down and sideways:

check for problems in 856

  • 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

  • hmmm…seems to be just another form of Cambridge link, tested the link, and it does work

If no problems show up, go on to 856 Edits

  • 856 add |z subfield

    • Tools; Edit subfield data:

    • 856 *add |z Replace with: Available online; click to view

    • New subfield only;

    • Replace Text

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

    • Tools; edit subfield data:

    • 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

  • Do a quick check that 856 fields still line up; and no digits (especially subfield letters) are misplaced

Add field:

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

Check for errors/typos (Reports; MARCValidator)

  • Fix simple errors by referring to Bib Formats and Standards or MARC21

Compile into MARC

  • File; Compile into MARC; copy/paste name from Tracker w/added done on end, if desired

Load into Sierra:

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

  • Use Review Files

  • Test first

  • then Load

After loading, go to Create Lists Load

  • Create Lists

  • Copy

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

  • Remove file: Yes

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

Track file name; date loaded; and your name in:

https://usu.app.box.com/integrations/officeonline/openOfficeOnline?fileId=1318202855178&sharedAccessCode=

Statistics: record stats to go into monthly CAP Statistics Airtable base in GenStacks-Batch-Modified

Finished

Notification of removals is generally by email

  • and are deleted manually at that point.

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