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Load Profilers Forum European Innovative Users Group 19th Annual Conference City University, London 21 June 2013

Load Profilers Forum

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Load Profilers Forum slides from EIUG 2013

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  • 1. Load Profilers Forum European Innovative Users Group 19th Annual Conference City University, London 21 June 2013

2. EUIG Load Profilers Forum Panel Members: Forum Convenor: Anna Enos, Rowan Partnership Contributor: Polly Dawes, University of Bradford Innovative Experts: Colin Shaper, Senior Data Profile Analyst Charo Diez, Regional Customer Support Manager 3. Possible Discussion Topics Loading Ebook Records RDA Configuration Changes in Sierra 4. Loading Ebook Records Tips from Polly Dawes, University of Bradford 5. Load Profile for ebooksPolly Dawes University of Bradford 6. Protect existing records by using field tags. 7. Add text to tag 080 for use in further processing, in Global Update. 8. Load incoming tag 856 to tag 855. 9. RDA Configuration 10. RDA Configuration RDA FAQ on CSDirect:http://csdirect.iii.com/documentation/rda.shtml Innovative RDA Service Commitment: 11. RDA Service Commitment What does it do? Update standard load tables and confirm existing tableswill not exclude new data fields. Install the most current MARC validity and special field tables. Optional: Index RDA fields. Optional: Display new RDA fields in Classic WebPAC. 12. Millennium vs. Sierra 13. Changes in Sierra Interface Access the interface via Admin Corner Local Loaders dropdown menu Further changes in Sierra Phase 2? 14. Changes in Sierra Interface Access load tablesfrom Admin Corner: 15. Changes in Sierra Interface Dropdown format for processLoad records via locally-created load profiles 16. Load Profile Resources 17. Load Profile Resources Workshops Training Manual Listserv Wiki CSDirect Links 18. Load Profile Training Workshop 19. Load Profile Training Manual Covers Profile creation from start to finish Full descriptions of m2btab tables: Data elements Global variable functions (or @ triggers) Special Processing functions (%) Command functions (#) Regular Expressions Sample load and mapping tables: Bib and Item records Bib and Order records Authority records Patron records M2bmap files Practice exercises 20. Load Profilers Listserv 21. Load Profilers Wiki 22. CSDirect Resources 23. Useful Links 24. Load Profile Resource Links Links to resources found on CSDirect Helpful pages in the Innovative Guide &Reference (User Manual) Service Commitments relative to load profileconfiguration and maintenance 25. Load Profile Resources on CSDirect Training Manual:http://csdirect.iii.com/documentation/lpt_manual.pdf Load Profilers Wiki:http://csdirect.iii.com/lswiki/LoadProfile/WebHome CSDirect Documents:http://csdirect.iii.com/documentation/load_profile.shtml Load Profile Checklist:http://csdirect.iii.com/documentation/profilecheck.shtml Downloading Troubleshooting Guide:http://csdirect.iii.com/documentation/trouble_dataload.shtml 26. Load Profile Resources on CSDirect How to View and Interpret Load Tables:http://csdirect.iii.com/documentation/read_loadtables.shtml Record Loading Basics:http://csdirect.iii.com/documentation/recloadbasics.shtml Data Loading Workflow:http://csdirect.iii.com/documentation/data_load_workflow.shtml Using Local Fields When Downloading Records:http://csdirect.iii.com/documentation/downloadtool.shtml OCLC Record Downloading and Exporting to OCLC FAQ:http://csdirect.iii.com/documentation/oclcnew.shtml 27. Innovative Guide & Reference Page # 107500: Load Tables Page # 106003: Preprocessing Files in Data Exchange Page # 106004: Loading Records in Data Exchange Page # 106008: Exporting Records in Data Exchange 28. Service Commitments Add a MARC tag to an existing MARC downloading table Specify the load table used for downloading whensearching for records in a remote database Add to the list of load tables available in the "Changedefaults used in record loading" system option Review current configuration for RDA 29. Service Commitments Enable support for UniMARC authority records filesplitting and loading Set up the ability to output records to OCLC with anOCLC header Enable Quick Click overlay on first match (Quick Clickproduct only) 30. THANK YOU!