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MIGRATED TO ONEDRIVE: Marcive OA workflow

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Slides with more info (to be moved here) (see slide 3 for TEUS OA instructions)

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Code Block
rule "Marcive TEUM OA filter"
when
  (not exists "904.a.MARCIVE*" AND
  not exists "902.a.MARCIVE-BF-SC*" AND
  not exists "099.a.uncat" AND
  (not exists "502" AND not exists "690.a.Temple University") AND
  ((not existsControl "LDR.{6,1}.p" AND not existsControl "LDR.{7,1}.c") AND (not existsControl "LDR.{8,1}.a")) AND
  ((not exists "040.e.bdrb") AND
      (not exists "040.e.dcrb") AND
      (not exists "040.e.dcrmb") AND
      (not exists "040.e.dcrmc") AND
      (not exists "040.e.dcrmg") AND
      (not exists "040.e.dcrmm") AND
      (not exists "040.e.dcrms") AND
      (not exists "040.e.dacs") AND
      (not exists "040.e.dcrmmss") AND
      (not exists "040.e.appm") AND
      (not exists "040.e.aemrmm")) AND
  existsControl "008")
then
  set indication."true"
end
  • Export resulting (Run a job >> Export Bibliographic records)

  • Resends

    • Set (logical All Titles): Marcive OA resend

    • Filter using: Marcive OA filter TEUM resends

    • Export (Run a job >> Export Bibliographic records)

  • New electronic records

    • Find shared logical Electronic titles set: Marcive backfile (electronic titles with ML initials) TEUM add

    • Filter using: Marcive TEUM OA filter (electronic)

    • Export resulting (Run a job >> Export Bibliographic records)

Admin >> Run a job >> Export Bibliographic Records >> Next

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Click Link to Exported records >> select Download


MarcEdit

  1. Join mrc files

  2. Run marcive_presend task [NOTE: This doesn’t seem to be working, at least in MarcEdit for Mac - must run tasks separately)

  3. Select records based on cat date (send only records that have likely gone through revision - exclude records with catdate of bib export from Alma and the working day before); remove records erroneously included as well (see below - invert selections)

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Open file in MarcEdit, run validation and fix any errors within MarcEdit (Ignore validation errors for 040 dangling subfields due to Alma bug).

Dedup records if needed.

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Open FileZilla and connect using the credentials shared in LastPass. Navigate to remote site: “/input/athority"

Deposit the file and notify Marcive (Denise Thompson: dthompsn@marcive.com  AND production@marcive.com ) that you have sent the file.

To: marcive <dthompsn@marcive.com>, Production <production@marcive.com>

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Body: Just ftp-ed you FileName, a file of FileCount records.

Update Marcive tracker: Marcive tracker.xlsx

Uploading processed files into Alma

When records are ready, you will get an email from Marcive with subject, “Data Ready for TEUM/TEUS”. The email will have a URL to access the files via FTP. Go down and copy the directory listed (example: /output/ftp/f1ZRCySQ). Use Filezilla to transfer files to shared OneDrive Marcive folder.

In Alma, go to Resources >> Manage Import Profiles and looks for profile ‘Marcive - Corrected bibs’. Select ‘Run’ from dropdown. ‘Select File’ and upload processed TEUMBIB/TEUSBIB file.[###]. Click Submit to import the records.