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SETTING UP OCLC CONNEXION 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. firstname.lastname@example.org. Why do it this way?.
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Assistant Librarian (Cataloger)
The Dickinson School of Law, The Pennsylvania State University
· The “Export Filename” box will pop up.Move four mouse clicks up the directory level (out of the OCLC program folder)until you reach your Local Disk directory. Or, click on the “Look in” drop down menu and select “Local disk (C:)”
Double-click on the Documents and Settings folder.In that folder there are a number of other folders. In my case,I double-click on a folder called rop2 (my initials and e-mail user ID).
The Export Destination Name box will pop up.
The file structure of your export destination .mrc file will show in the
Export Destination Window.
First, left click on the .mrc file you wish to import from (23April2008.mrc in this case), then click on the magnifying glass icon (upper left)
You will see the following screen with two drop down windows for the Saved File details:Z3950 format should be SIRSICATEncoding scheme should be UNICODE if your library has an Oracle server;otherwise MARC8 should work fine.
Click on the capture button and you will see a screen similar to this.Library – Allows you to specify the library for which this record is being loaded. Select a library from those available in the listing. Other values are explained in following slides.
Call Sources – Allows you to specify the source of call number information. Use the Call Number Load Rules gadget to select Call Sources values for class scheme, entry, subfields to use, and whether the last occurrence of the entry should be used. Bibliographic records loaded via SmartPort will be created as title and call number records. Use the Add Copies wizard to add copies.
And here is the LC call number, pulled from the 090 field in the bib record, as there was no 050 call number to take priority. Make any changes necessary to the record, click “save”, then click “close.”
Here is the replacement record, brought in from Connexion after being properly edited, headings validated, and holdings tag added. Notice the “Formatted” box is checked. If not checked, the reocrd would display as a MARC record.
Here is the full MARC record that will replaced the “dirty bib.” Unfortunately diacritics (umlauts in this case) do not carry over from Connexion into Workflows. The Special Characters Table in Tools must be used to insert them manually. The LC call number (again no 050 field was in the bib record) has been pulled from the 090 field in the record. Click the Save button , and the old record is replaced by the new. In this case, we must go into Modify Title to insert the umlauts.
Here, in a nutshell, are the basic instructions for setting up OCLC Connexion to capture records for exporting to Sirsi using Smartport. Follow the instructions in the handout based on this presentation, along with the instructions in WorkFlows Help, and you should have no problems. For those libraries cataloging large numbers of theses, using Connexion’s constant data function will make it much easier. Also, records will be easier to keep track of, since your control number will be the OCLC record number. As for diacritics, they may not carry over from OCLC into WorkFlows, but at least you will have an easier time finding where to insert them. Finally, if your library has a different OCLC tag than your main campus (true in the case of Dickinson School of Law versus the main Penn State Library), adding your tag on OCLC before bringing a record over into Unicorn will preserve your unique identifier.