Difference between revisions of "Importing preliminary data records from Connexion"
Jump to navigation
Jump to search
Line 2: | Line 2: | ||
[[Category:Preliminary data records]] | [[Category:Preliminary data records]] | ||
[[Category:Using WorkFlows]] | [[Category:Using WorkFlows]] | ||
[[Category:Procedures]] | |||
# Do not make a duplicate Preliminary Data record. Do at least three alternate searches (ISBN, title, and author or author/title) across all libraries before importing a Preliminary Data record from Connexion. | # Do not make a duplicate Preliminary Data record. Do at least three alternate searches (ISBN, title, and author or author/title) across all libraries before importing a Preliminary Data record from Connexion. | ||
# If you find a hand-keyed Preliminary Data record and prefer to use an OCLC record as a Preliminary Data record, you must overlay the existing hand-keyed record. Be sure to change the Title control number in the Title control tab to the OCLC number of the overlaying record (preceded by a lower case "o") | # If you find a hand-keyed Preliminary Data record and prefer to use an OCLC record as a Preliminary Data record, you must overlay the existing hand-keyed record. Be sure to change the Title control number in the Title control tab to the OCLC number of the overlaying record (preceded by a lower case "o") |
Revision as of 20:34, 19 August 2016
- Do not make a duplicate Preliminary Data record. Do at least three alternate searches (ISBN, title, and author or author/title) across all libraries before importing a Preliminary Data record from Connexion.
- If you find a hand-keyed Preliminary Data record and prefer to use an OCLC record as a Preliminary Data record, you must overlay the existing hand-keyed record. Be sure to change the Title control number in the Title control tab to the OCLC number of the overlaying record (preceded by a lower case "o")
- First you need to set up a holding code. (CCS staff will help you in setting up a holding code.) This holding code will automatically create ON ORDER copy records when you import records from Connexion to SIRSI.
- In Connexion:
- The 049 tag will contain your OCLC holding symbol. If possible, this should be changed to JEDA after importing the records to Workflows.
- You may use Constant Data Manager or a macro to set up a 949 tag as a constant data. For example,
ON ORDER 20020121 ‡h LFKA ‡p $[actual price]
(here LFKA is Lake Forest's holding code for Preliminary Data records.
- You may use "Apply Constant Data" to input this 949 tag into each record you download.
- Insert an 099 tag with the text
PRELIMINARY DATA
.1
- In Workflows, set up a separate Bib Load Report template for importing Preliminary Data records to SIRSI.
- In your template:
- In the Update date cataloged box of the Selection Criteria tab on the Schedule New Reports use
NEVER
. Do not useTODAY
for Preliminary Data records. - In the Default Holding Code box, use the Holding Code you set up for Preliminary Data records.
- In the Update date cataloged box of the Selection Criteria tab on the Schedule New Reports use
- In your template:
1 Use of Connexion macros or a function key program like ShortKeys is recommended for data strings such as ON ORDER YYYYMMDD
, or PRELIMINARY DATA
. The consistency will make it easy for all of us to search and lessen the likelihood of typographical error.