Slides with more info (to be moved here) (see slide 3 for TEUS OA instructions)
Uploading Bibliographic Records from Alma to Marcive (TEUM)
Open Alma Manage Sets
New physical records
Find logical, physical titles set: Marcive OA TEUM (all unsuppressed physical titles)
Filter using: Marcive OA filter
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
Select the excluded/unsuppressed file from above >> Next
Change Physical format from XML to Binary >> Next
Review and >> Submit
History tab >> From job, select Report
Click Link to Exported records >> select Download
MarcEdit
Join mrc files
Run marcive_presend task [NOTE: This doesn’t seem to be working, at least in MarcEdit for Mac - must run tasks separately)
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)
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.
Save file and then compile records. Save the resulting file using the convention: “@TEUMmmdd.BIB” (e.g.: @TEUM0312.BIB)
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: Production <production@marcive.com>
Subject: TEU upload: FileName
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.