SETTING UP OCLC Connection TO CAPTURE RECORDS FOR EXPORTING TO SIRSI USING SMARTPORT .


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Why do it along these lines?. Catalogers at libraries which have Sirsi as their ILS may want to do their real inventoriing and altering of bibliographic MARC records on Connextion Client, and afterward \"smartport\" the records into Sirsi. The reasons may incorporate keeping a \"legacy\" OCLC code (my reason), less demanding capacity to work with diacritics, acceptance of powers, steady information, and basically comfort
Transcripts
Slide 1

SETTING UP OCLC Connection TO CAPTURE RECORDS FOR EXPORTING TO SIRSI USING SMARTPORT Richard Paone Assistant Librarian (Cataloger) The Dickinson School of Law, The Pennsylvania State University Carlisle, Pa. rop2@psu.edu

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Why do it along these lines? Catalogers at libraries which have Sirsi as their ILS may want to do their real listing and altering of bibliographic MARC records on Connextion Client, and afterward "smartport" the records into Sirsi. The reasons may incorporate keeping a "legacy" OCLC code (my reason), simpler capacity to work with diacritics, approval of powers, consistent information, and just comfort of having Sirsi control number which is the same as OCLC record number. This presentation will give nitty gritty directions how to set up both Connection and Sirsi, so that classified MARC records spared in the previous can be effortlessly traded to the last mentioned (i.e. imported into Workflows). Taking after this presentation, the floor will be open for talk of different techniques for bringing in records from OCLC, different merchants, and so on

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IN CONNEXION · Click on "Instruments," then "Alternatives" on Menu Bar

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· Click on "Fare" tab then tap on "Make"

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· The "New Export Destination" window will fly up; select "Document", then tap on "alright"

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· The "Fare Filename" box will fly up. Move four mouse clicks up the registry level (out of the OCLC program envelope) until you achieve your Local Disk index. Then again, tap on the "Look in" drop down menu and select "Nearby plate (C:)"

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Double-tap on the Documents and Settings envelope. In that organizer there are various different envelopes. For my situation, I double tap on an organizer called rop2 (my initials and email client ID).

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Inside the organizer I have named rop2 (you might not have an extra envelope, for example, this) is a document called Sirsi .

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Open the organizer named Sirsi; there ought to be another envelope called Workflows.

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You may need to make both the Z3950 envelope and additionally the Save organizer on the following slide. They may not be a piece of the standard WorkFlows introduce, but rather should be made locally. Be prompted that these envelopes MUST be EXACTLY where I have demonstrated. Work processes won\'t "discover" them in some other area . Open the organizer called Z3950

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Type in the record name for your new fare goal. You can name it anything, however it MUST have .mrc as the expansion. Double tap on the Save organizer inside the Z3950 envelope, ensuring All Files [*.*] is chosen in Files of Type.

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Click on Open The Export Destination Name box will fly up. The document structure of your fare goal .mrc record will appear in the Export Destination Window.

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Click on OK An alternatives window will show up; the goal you just made will be highlighted.

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Click on "Apply", then tap on "Close". Presently you are prepared to start sparing napkin records to be sent out to SIRSI.

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TRANSFERRING THE RECORD FROM OCLC LOCAL/ONLINE SAVE FILE · Search for OCLC kiddie apron records as usual. When record is finshed, headings controlled, record approved and property included, the record might be added to a neighborhood or online spare document. At that point hit work key F5. · This will spare your record(s) to the .mrc document you set up in Workflows (here named 23April2008).

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Log onto Sirsi and tap on the SmartPort (lightning jolt image) symbol. You ought to see the "SmartPort : Connect to Databases" screen .

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Click on the "Spared records" (hourglass & floppy) symbol in the upper left corner and you will see the accompanying screen:

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First, left tap on the .mrc document you wish to import from (23April2008.mrc for this situation), then tap on the amplifying glass symbol (upper left)

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You will see the accompanying screen with two drop down windows for the Saved File points of interest : Z3950 configuration ought to be SIRSICAT Encoding plan ought to be UNICODE if your library has an Oracle server; generally MARC8 ought to work fine.

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Click the OK catch, and your spared record will show up, looking something like this:

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Click on the catch and you will see a screen like this. Library – Allows you to determine the library for which this record is being stacked. Select a library from those accessible in the posting. Different qualities are clarified in taking after slides.

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You can choose how the bibliographic record you are survey will be gone into Unicorn. Supplant Current Record – Allows you to supplant the last bibliographic record adjusted in WorkFlows with the record as of now being seen with the SmartPort wizard. Any Unicorn title chose can be supplanted by an approaching record. A window opens giving creator, title, and call number data for the record to be supplanted. You can supplant the current record or drop the exchange. At the point when utilizing SmartPort to supplant a present record in a non–unique call number index that had no less than one existing bibliographic record with a similar call numbers, Unicorn checks the thing ID and in addition the call number, so the right bibliographic record is redesigned. On the off chance that a bibliographic record has not been gotten to amid the present session, the accompanying framework message shows. No record is accessible to supplant. Alert When supplanting a current record utilizing SmartPort, old 006 passages are supplanted with new sections. In the event that the current inventory record has 006 fields and the caught record does not, the current 006 field codes in the index record are erased and should be re–entered. Note If the call number of the approaching record coordinates a call number in the inventory, just the bibliographic information is overwritten. On the off chance that the call number of the approaching record does not exist in the inventory, you will be provoked to sort another call number and thing data. In the event that you don\'t sort any call number of thing data, just the bibliographic information is overwritten. Match and Load – Allows you to scan for a current, coordinating record in Unicorn and load the record in view of the outcome. The coordinating and stacking depends on the qualities in for Title Control Number Source, Call Sources, and Library. At the point when Unicorn finds a coordinating record, a window shows demonstrating the sort of match utilized, and the coordinated number. Case Matching record found on LCCN (010) — 73012456 Whether the record is coordinated or not, the approaching record is stacked into a SmartPort catch record. The record might be altered, or the exchange might be stopped by shutting the SmartPort window.

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Title Control Number Source – Allows you to determine the sections in the MARC record that ought to be checked for a match in the inventory. Utilize the Title Control Key Rules contraption to choose Title Control Number Source values. Unicorn checks the list for a title control key match on the primary Title Control Number Source esteem. In the event that no match is found, the second Title Control Number Source is checked, and this example proceeds until all Title Control Number Sources have been checked. Title Control Number Source figures out if the title control number of the current record is supplanted or held. Title Control Number Source is utilized to determine which fields ought to be utilized for title control number coordinating. In the event that no match is found for the title control enter in the approaching record, the title control key is made in the SmartPort catch record from the primary Title Control Number Source recorded. Note Only the subfield an of the Title Control Number Source field is utilized for coordinating. Call Sources – Allows you to determine the wellspring of call number data. Utilize the Call Number Load Rules contraption to choose Call Sources values for class plot, passage, subfields to utilize, and whether the last event of the section ought to be utilized. Bibliographic records stacked by means of SmartPort will be made as title and call number records. Utilize the Add Copies wizard to include duplicates.

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I have set up my Call Sources esteem to incorporate the accompanying data : LC,050,,N/LC,090,,N The call number task prepare looks in the 050 passage for a call number. The class plan of this call number would be LC. Since the third esteem is clear, utilize all subfields in the 050 for the call number. In the event that there are numerous 050 passages (far-fetched), utilize the first. In the event that the record does not contain 050 passages, search for a 090 section. The class plan to utilize would be LC. Utilize all subfields in the 090, and utilize the primary event of the section.

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Click on OK. Here, I have picked "match and load", since I don\'t need this record to supplant any title as of now in Unicorn.

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Here is the transported in record, in all its MARC-arranged magnificence!

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And here is the LC call number, pulled from the 090 field in the tucker record, as there was no 050 call number to take need. Roll out any improvements important to the record, click "spare", then snap "close."

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Here is an acquisitions record (likewise know as a "grimy face cloth") bound to be overlayed by an appropriate MARC record for a similar title.

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Here is the substitution record, got from Connection subsequent to being legitimately altered, headings approved, and property tag included. See the "Organized" box is checked. If not checked, the reocrd would show as a MARC record.

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This is a similar record, with "Designed" unchecked. See the MARC labels . Tap the Capture catch to import it into WorkFlows.

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Click the OK catch, and a Window flies up.

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Click the OK catch, and a window flies up. Tap the Replace catch.

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Here is the full MARC record that will supplanted the "filthy tucker." Unfortunately diacritics (umlauts for this situation) don\'t continue from Connection into Workflows. The Special

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