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public:nnels:cataloguing:oclc:upload-marc-to-oclc [2020/01/24 11:16]
lilith 		public:nnels:cataloguing:oclc:upload-marc-to-oclc [2023/02/22 12:27] (current)
robert.macgregor
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   - For regular upload to update NNELS holdings on OCLC, please use the Collection ''Records Added to WorldCat'', with the ID ''1031295''     - For regular upload to update NNELS holdings on OCLC, please use the Collection ''Records Added to WorldCat'', with the ID ''1031295''  
   - Add NNELS' OCLC institution symbol ''CANEL'' after the ''Collection ID'': e.g., ''1031295.CANEL''.   - Add NNELS' OCLC institution symbol ''CANEL'' after the ''Collection ID'': e.g., ''1031295.CANEL''.
-  - And then add the optional third part to identify the records being uploaded, for example, the date of the last record or record set. In this case, the last record set was exported from Drupal on January 22, 2020. So the filename will be: ''1031295.CANEL.20200222.mrc''+  - And then add the optional third part to identify the records being uploaded, for example, the date of the last record or record set. In this case, the last record set was exported from Drupal on January 22, 2020. So the filename will be: ''1031295.CANEL.20200122.mrc''
  
 =====Upload the MARC File===== =====Upload the MARC File=====
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 ====Local System Number (LSN)==== ====Local System Number (LSN)====
 Field 001 (which contains the Drupal NID) is used as LSN for OCLC. This field is used by OCLC as the Local System Number (LSN) to produce Unresolved Cross Reference and Bibliographic Cross Reference reports that list each OCLC control number across from the LSN. This information can be used to index the OCLC numbers in our local system. Indexing the OCLC control number links our library's records to other WorldCat services (e.g. WorldCat Discovery). Field 001 (which contains the Drupal NID) is used as LSN for OCLC. This field is used by OCLC as the Local System Number (LSN) to produce Unresolved Cross Reference and Bibliographic Cross Reference reports that list each OCLC control number across from the LSN. This information can be used to index the OCLC numbers in our local system. Indexing the OCLC control number links our library's records to other WorldCat services (e.g. WorldCat Discovery).
 +
 +----
 +======Check Reports======
 +After the file upload, it will usually take OCLC 48 hours to process it. If the Reports are present, then it means the upload was successful. To check the reports:
 +  - Log into [[https://natlnetwkforequitablelibsrv.share.worldcat.org/wms/cmnd/dashboard|OCLC WorldShare]]
 +  - Go to Metadata > My Files > Downloads > Records and Reports, and choose ''Filter by'' ''Reports''\\ {{:public:nnels:cataloguing:oclc:oclc_worldshare01.png?650|}}
 +  - If the file has been processed, you will see the reports available for download
 +  - Download the text files and open them in Excel, consult [[https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Understand_reports/emailed/data_sync#Bibliographic_Record_Processing_Exception_Summary|OCLC Data sync reports]] and/or [[https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Understand_reports/MyFiles/My_Files_reports|My Files reports]] for instructions on how to read them
 +  - If there are errors listed in one of the reports, read the following section
 +
 +======Edit Uploaded Records in WorldShare======
 +If there are only a few records with error, it is easy to edit them in WorldShare. 
 +  - In the following example, there is an error in field 040$b\\ {{:public:nnels:cataloguing:oclc:oclc_worldshare02.png?650|}}
 +  - Note the OCLC call numbers in the report
 +  - Log into [[https://natlnetwkforequitablelibsrv.share.worldcat.org/wms/cmnd/dashboard|OCLC WorldShare]]
 +  - Go to Metadata > Record Manager and enter the OCLC number in ''Term(s)'' to look for the record\\ {{:public:nnels:cataloguing:oclc:oclc_worldshare03.png?650|}}
 +  - Once the record is retrieved, click ''Actions'' and choose ''View/Edit Metadata''
 +  - Go to the corresponding field, in this case 040, and make the correction. In this example, we replace "jap" with "jpn" in subfield $b\\ {{:public:nnels:cataloguing:oclc:oclc_worldshare04.png?650|}}
 +  - When you are done, click ''Save'' and choose ''Replace Bibliographic Records''
 +
 +======See this page for instructions on how to fix unresolved records======
 +
 +Go to this OCLC link and scroll to the bottom where it says, "Fix unresolved records through WorldShare Record Manager"
 +
 +[[https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Data_sync_collections/Reference/WorldCat_data_sync_collections_Process_records_in_WorldCat_Staging?sl=en]]
 +
 +----
 +
 +======Past Uploads======
 +Please keep a record of each upload. Note the filename for preparing next upload. For example, to prepare for the next upload after the one on September 11, 2020, you should follow the filename and export from Drupal the new records added on/after September 4, 2020.
 +
 +^Upload Date    ^No. of records    ^Filename  ^Note ^
 +|2019-01-27 | 37,926  | 1031295.CANEL.20190127.mrc|  |
 +|2020-01-24 | 1,776  |1031295.CANEL.20200222.mrc| error in filename, next export starts from Jan. 22, 2020 |
 +|2020-07-24 |38 |1031295.CANEL.20200724.mrc| exporter error |
 +|2020-09-11|2,391 |1031295.CANEL.20200904.mrc|  |
 +|2021-03-26|4,751|1031295.CANEL.20210326.mrc| |
 +|2021-08-30|8,499|1031295.CANEL.20210830.mrc| may be duplicates from 2020-03-26 to 2021-03-26 |
 +|2022-03-18|2,671|1031295.CANEL.20220318.mrc| |
 +|2023-02-09|6,269|1031295.CANEL.20230209.mrc| |
 +
 +
 +
 +
  
public/nnels/cataloguing/oclc/upload-marc-to-oclc.1579893369.txt.gz · Last modified: 2020/01/24 11:16 by lilith

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