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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

  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; 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.

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>

Subject: TEU upload: FileName

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

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