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: WinSCP :: Official Site :: Download

  • All users

  • Accept all the defaults and lawyer repellant

  • and Open

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:

• Open

  

   

Once logged in to the ftp site, open eba:

Open

eba folder

• 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

• After downloading files; log them into the tracker https://usu.app.box.com/file/1318202855178

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

4. File will show up in your folder of choice

Cambridge EBA edits

Open in MarcEdit MarcBreaker:

1. Open: navigate to joined file (.mrc)

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

3. UTF8 (Unicode) for Default Character Encoding

4. Execute:

5. Before closing the MarcJoin window: record the joined filename and number of records in the tracker: https://usu.app.box.com/file/1318202855178

6. click on Edit Records

MarcEdits

Prepend addition of cambridge to 001

1. Edit-->Replace

   • Find: =001 ← and 2 blank spaces

   • Replace: =001 cambridge

   • Replace all

   • Save (I generally save after each major edit)

2. Quality Checks (QC):

   • number modifications should match number of records in file

   • Scroll down to check that 001 field still lines up; can also do Edit -->Find: =001

Delete a selection of fields

• Tools-->Add/Delete Field):

Delete selection of fields if any: Edit-->Find, and delete field if found

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

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

• Edit-->Save

Check for problems in field 830

• Check for any problematic 830s indicating other libraries' DDA & other vendors' programs. 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.

  • Most common seems to be Project MUSE

  • BUT: leave real series titles alone

• Edit-->Find

  • Find: =830

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

If in doubt of any one 830 title:

• select title, Jump to Record, & check for a matching field of 490 for a regular series title

If there are any local/vendor-type 830’s:

• Jump to Record and Copy text of the field

• Add/Delete Field:

  • Field: 830 Field Data: [text copied]

  • Delete Field

Check for problems in 856

1. Check for any problems

   1. Edit --> Find:

   2. look for local z subfields; plus extra URLs (for contents, title page), other library’s local data

      • clean example:

        • =856 $uhttps://doi.org/10.1017/9781009347181 ← with nothing extra

      • Also clean:

        • =856 40$uhttps://www.cambridge.org/core/product/identifier/9781839983382/type/BOOK

If no problems show up, go on to 856 Edits

• 856 add |z subfield

  1. Tools-->Edit subfield data:

  2. Field: 856 Subfield: |z Field Data: [leave blank]

     • Replace with: Available online; click to view

     • Select New subfield only

  3. Replace Text

  4. Save

     • QC: number should match number of records in file, and

     • scroll down and check that 1st 856 x=z looks correct

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

  1. Tools-->Edit subfield data:

  2. Field: 856 Subfield: u Field Data: ^b (regex symbols meaning: insert in front)

  3. 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

       • QC: Results should match the number of records in the file

• Do a quick quality check on the 856 fields checking that no gaps are showing, all subcodes are where they should be, and the indicators all line up with other fields

  • Edit --> Find --> Find: =856

• Edit-->Save

Add fields

• Tools-->Add/Delete Field

Check for errors/typos

• Reports --> MARCValidator

  • You must Save before running the validator

• Fix simple errors by referring to Bib Formats and Standards or MARC21 or just follow the Validator suggestions, if clear enough

  • https://www.oclc.org/bibformats/en.html

  • https://www.loc.gov/marc/bibliographic/

  • Duplicates as reported in the example below, are generally not true duplicate records. (I started out checking them, and all of them just had similar, but not identical, titles, on different records)

Fixing reported errors:

For practice, I like to fix them:

• Find: =082 \ ← two spaces between 082 and \

• Replace: =082 0

  • Replace All

• If any corrections were needed: Save

• Rerun to MARCValidator to check that no errors remain, if corrections were made

Compile into MARC

• File → Compile into MARC;

  • copy/paste name from Tracker w/added done or ready on end, if desired

Load into Sierra

Finish filling in tracker:

Statistics: record number of records loaded in the file to go into monthly CAP Statistics Airtable base

• they will be recorded as GenStacks-Batch-Modified

Finished!

Notification of removals is generally by email

• and are deleted manually at that point.