WorldCat Data Sync workflow

Sending files

• In Alma, go to Admin > Manage Sets
• Find logical, public set  WorldCat has catdate AND has inventory AND unsuppressed (All) 
• Filter using WorldCat batch processing filter (TEU no WCAT) and name the resulting set so that it can be easily identified
• Go to Admin > Run a Job > Export Bibliographic Records
• Find the resulting, filtered file and export it
  • Physical format: Binary; all other settings remain at default
• Download and open in MarcEdit. Be sure UTF8 is selected under Default Character Encoding when using MarcBreaker.
• Remove records likely in the revision queue.
  • File>>Select records for edit
  • 997$a>>Import file
  • Use regex + YYYYMMD[D-1].|YYYYMMDD.
    
  • Invert selections
  • Export selected

• [HT: skip this step] - Remove records with existing 079s. These should be processed separately.
  • File>>Select records for edit
  • 079>>Import file
  • Search for: Display field not found
  • Export selected
• Remove duplicate records  LF: not sure why there are duplicates
  • Tools > Record deduplication
    • Control field: Field/Subfield = 001
    • Dedup Keeping: first
    • Options: Remove duplicate items
• Run the task OCLCbatch_presend
• Find duplicate 035s and 997s and edit/clean appropriately
  • Edit > Edit shortcuts > Field edits > Find records containing duplicate tags: 
    • 035$a(OCoLC)
    • 997$c
• Run validation, fix errors, and save the file
  • Tools > Validate MARC records using local validation file
• Compile into a MARC file (Funnel icon) using naming convention: 1024500.teu.YYMMDD.mrc
• Update the tracking spreadsheet 
• Send file via FTP (/metacoll/in/bib).
• Admin > Run a job > Records sent to WorldCat - waiting on sent file

Loading files

• Holly and Molly receive email updates from OCLC when certain processes are completed. The email that indicates files are ready has the subject: 

  TEU -- The report (Bibliographic Record Processing Summary -- Data Synchronization) you requested for DATE

• Files are retrieved via FTP (see above) from /metacoll/reports and will begin:
  • metacoll.TEU.datasync.1024500-1024500
• Download all files and open the .mrc file in MarcEdit. Be sure UTF8 is selected under Default Character Encoding when using MarcBreaker.
• Run the task OCLCbatch
• Compile into a MARC file, but add "LOAD-" at the beginning of the filename so it doesn't overwrite the original file from OCLC.
• In Alma, go to Resources > Import and run WorldCat data sync overlay
• "Select file" and attach the "LOAD-" file from above and then Submit
• Go to Admin > Run a job and select Post-load for WorldCat data sync (TEU)
• View the report and fix any issues