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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:

More information and how to save sites here: https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1756725317/FTPing+with+WinSCP

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, it’s best to keep up weekly loads, so it doesn’t get overwhelming

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

  • You can start with just shepherding one file at a time thru the process,

  • Then start merging daily files into one (or 2) big weekly file (as shown below) for faster processing

Once logged in to the ftp site, open eba:

  • Select the most recent (usually a week’s worth) of Cambridge files

  • Click download and note where the program is saving them. or Browse to put them somewhere else (I have separate named folders for all ftp batch files)


Cambridge University EBA processing

MarcEdit for Joining files

Use MarcEdit to join individual files

  1. Tools,-->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

  1. File will show up in your folder of choice

Cambridge EBA edits

Unicode

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

Open in MarcEdit MarcBreaker:

  • Open: navigate to joined file (.mrc)

  • Save As: I give it the same name (will be in .mrk) and location

  • UTF8 for Default Character Encoding

  • Execute:

  • Note the number of records; record the joined filename and number in the tracker

  • Edit Records

MarcEdits

Replace; add prepend cambridge to 001

  • Edit-->Replace

    • Find: =001 ← and 2 blank spaces

    • Replace: =001 cambridge

    • Replace all

  • Quality Check: number modifications should match number of records in file

    • Can also do a Find: =001

Delete fields

  • Tools-->Add/Delete Field):

Delete Field

037
655
949
975
976

Edit-->Find, and delete field if found

Edit-->Find Find: =533 Find All

  • 533

  • 538

  • 583

  • 773

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

  • If found use Tools-->Add/Delete Field

Check for problems in field 830

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

    • Such as Project MUSE

    • Delete if found, but leave regular series titles in

  • Edit-->Find

    • 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

  • variant form of Cambridge link, tested one as weblink, and it does work

If no problems show up, go on to 856 Edits

  • 856 add |z subfield

    • Tools-->Edit subfield data:

    • Field: 856 Subfield: |z Field Data: [leave blank]

      • 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: 856 Subfield: u 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 quality check on the 856 fields

  • File-->Save

Add field:

  • Tools-->Add/Delete Field

Field

Field Data

910

\\$aCambridge University Press EBA with GOBI

949

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

number added should match number of records in file

Look at first record to make sure the new fields line up

Check for errors/typos (Reports-->MARCValidator)

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

File-->Save (if not already saved)

Compile into MARC

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

Load into Sierra:

Function-->Data Exchange-->Get PC-->navigate to “done” file

  • Prep (should have same number of records)

  • Select lmarc -->Load

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

  • Use Review Files

  • Test first (check number of records loaded is correct)

  • then Load

After loading, go to Create Lists

  • Create Lists

  • Copy

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

  • Do you want to remove file: Yes

Double-click and 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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