How to load MARC records for OhioLINK ebooks

OhioLINK Ebooks - APA, Cambridge, Oxford, Safari, Springer, UPSO, Wiley

 

OhioLINK will send a notification to the Lead Implementers email list when there are MARC records ready to load into the libraries’ local catalogs. The basic workflow we follow is:

 

  1. Get file from OhioLINK FTP server.

  2. Pre-process file in MarcEdit

  3. Upload file to Sierra

  4. Load file into the Sierra Catalog

 

Get file from OhioLINK FTP server:

 

  • Using an FTP utility of your choice, connect to the OhioLINK FTP server with the following credentials:

    • Hostname: ftp.ohionet.org

    • Username: XXXXXX

    • Password: XXXXXX

  • You will see several files sitting on the server. Find the filename mentioned in the notification from OhioLINK and download or drag it to your local computer.

 

Pre-process file in MarcEdit:

 

We make four changes to the file in MarcEdit (details on how are included below):

 

  1. Modify all URLs in 856 fields to include the EZProxy prefix and a link for each school. For example:

 

         Original URL:

         http://dx.doi.org/10.1007/978-3-319-12811-5

 

        URLs after adding proxy: 

        https://denison.idm.oclc.org/login?url=http://dx.doi.org/10.1007/978-3-…

        https://libproxy.kenyon.edu/login?url=http://dx.doi.org/10.1007/978-3-3…

        https://owu.idm.oclc.org/login?url=http://dx.doi.org/10.1007/978-3-319-…

        https://wooster.idm.oclc.org/login?url=http://dx.doi.org/10.1007/978-3-…

 

  1. Remove any 856 links that contain the OhioLINK proxy. We don’t need to pass users through OhioLINK proxy because we have our own proxy service.

  2. Replace the existing $z-field with a customized $z-field for each school's link. (e.g. Denison connect to resource)

  3. Add a 949 $l field with the value “conre” (e.g. 949 $lconre). This is used during the loading process to create a CONSORT Resource item record.

 

Steps to preprocess file in MarcEdit:

 

 

 

  • Click on Tools > Add/Delete Field

    • Field = 856

    • Field Data = proxy.ohiolink.edu

    • Click Delete Field

    • Once processing is complete, click OK

    • Review record to confirm

 

  • Confirm that there’s a note in the 910 field (OhioLINK usually has a note in the 910 field that indicates the date and the collection - e.g. springer-2018-04-13-overlays)

 

  • Click on Tools > Add/Delete Field

    • Field = 949

    • Field Data = $lconre

    • Select Insert Last

    • Click Add Field

    • Once processing is complete, click OK

    • Review record to confirm

 

  • NOTE: Eventually, you will want to setup a Task List in MarcEdit to help automate the preprocessing steps above. See https://youtu.be/gmqTGfTubU4  ** Run current “OhioLINK Ebooks” MarcEdit task by opening the file in MarcEdit and selecting Tools > Assigned Tasks > Currently Available Tasks > OhioLINK Ebooks. *** See full MarcEdit task details below.

 

  • Click on File > Compile Options > Compile File to MARC

  • When prompted for a filename, browse to the original .mrc file and click to use the same name.

  • In the Save as type dropdown menu, select UTF-8 MARC File, and click Save 

  • MarcEdit will ask if you want to replace the original file. Click Replace.

 

Upload file to Sierra:

 

  • In Sierra, go to Data Exchange

  • Select Process = Load records via locally created load profiles (local)

  • Click Get PC

    • Browse desktop to select the MARC file

    • Click Upload

    • When prompted to rename, remove the .mrc extension and select the .lfts extension from the dropdown menu

    • Click OK

  • Click on the .lfts file to select it and click Prep

  • Click Start

  • Click Close. You will see that a new file has been added to Data Exchange with an .lmarc extension.

 

Load file into the Sierra Catalog:

 

  • Before loading the file, check the “netlib” load table to be sure the following settings are in place:

    • @ov_action=“d"

    • 001 = validate 001 for OCLC numbers

    • Load 856 as-is because we already proxied the links with MarcEdit

 

  • To access the load table,

    • Open Terminal (on Mac) or Putty (on PC)

    • Open an SSH connection to the Sierra server using the following commands:

 

ssh consort@consort.library.denison.edu

 

  • When prompted for the password, enter the administrator’s password (not shown here)

 

  • Navigate to A > ADDITIONAL system functions  

  • M > Read/write MARC records (enter your Sierra password at prompt)

  • Y > Load Profile Maintenance (enter password)

  • E > Edit m2btab and m2bmaps

  • P > Load PROFILES (m2btab)

  • Locate the “netlib” load table and key in the number that corresponds to that table.

  • E > EDIT m2btab.netlib

  • Once inside the load table, BE CAREFUL! It’s best to toggle from OVERWRITE mode to INSERT mode by pressing CTRL + O on your keyboard. This will prevent you from unwittingly overwriting characters in the table.

  • Use your arrow keys to scroll down through the file until you locate the line that reads

    • |||0|0|b| |0|n|G|0|@ov_action="d"

 

  • The value of the @ov_action function should be “d”.

  • Use your arrow keys to scroll down further until you hit the first line that begins with 001. You will see several lines beginning with 001. Comment out all 001 lines (add # to the beginning of the line) except the first. The table should look like this:

    • 001||%|0|0|b|o|0|y|N|0|%001(start="1-9",char="!-~",valid="y")

    • #001||%|0|0|b|o|0|y|N|0|%001(start="!-~",char="!-~")

    • #001||%|0|0|b|o|0|y|N|0|%map=("m2bmap.denpao")

    • #001||%|0|0|b|o|0|y|N|0|%map=("m2bmap.gerrit")

    • #001||%|0|0|b|o|0|y|N|0|

 

  • Scroll down further until you see several lines beginning with 856. Comment out all 856 lines except for the following:

    • 856||+|0|0|b|y|0|y|N|0|

 

  • Lastly, make sure that the following line is NOT commented out. This line is used to create item records for each 949 field. If it is commented out, no items will be created:

    • |||0|0| | |0|n|G|0|@link="i:1:949"

 

  • Press CTRL + E to exit the load table.

  • Press V to make sure that the table is still in valid form after making changes (or not making changes).

  • Press U to update the file. (it’ll look like nothing happened)

  • Press Q to exit the load table completely.

 

  • Back in Sierra’s Data Exchange module, select the .lmarc file and click Load

  • Select LOAD a NETLIB file

  • Click Test. Usually, these are all new records. OhioLINK will usually indicate if there are overlays with any other records.

  • Click Load

  • Spot check a few of the records in both the staff and public displays.

  • Once confirmed, log the load in CONSORT MARC Record Loads, making a note of the data in the 910 field from the record file.

_______________________________________________________________________________________________

 

*** MarcEdit task details

 

1.

FIND:

=856  (.*)\$uhttp://rave.ohiolink.edu(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://rave.ohiolink.edu$2$zDeni… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://rave.ohiolink.edu$2$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://rave.ohiolink.edu$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://rave.ohiolink.edu$2$zWoos… connect to resource

2.

FIND:

=856  (.*)\$z(.*)\$uhttp://rave.ohiolink.edu(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://rave.ohiolink.edu$3$zDeni… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://rave.ohiolink.edu$3$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://rave.ohiolink.edu$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://rave.ohiolink.edu$3$zWoos… connect to resource

3.

FIND:

=856  (.*)\$uhttp://link.springer.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://link.springer.com$2$zDeni… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://link.springer.com$2$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://link.springer.com$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://link.springer.com$2$zWoos… connect to resource

4.

FIND:

=856  (.*)\$z(.*)\$uhttp://link.springer.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://link.springer.com$3$zDeni… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://link.springer.com$3$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://link.springer.com$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://link.springer.com$3$zWoos… connect to resource

5.

FIND:

=856  (.*)\$uhttp://dx.doi.org(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://dx.doi.org$2$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://dx.doi.org$2$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://dx.doi.org$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://dx.doi.org$2$zWooster connect to resource

6.

FIND:

=856  (.*)\$z(.*)\$uhttp://dx.doi.org(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://dx.doi.org$3$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://dx.doi.org$3$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://dx.doi.org$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://dx.doi.org$3$zWooster connect to resource

7.

FIND:

=856  (.*)\$uhttp://chicago.universitypressscholarship.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://chicago.universitypresssc… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://chicago.universitypresssch… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://chicago.universitypressschola… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://chicago.universitypresssc… connect to resource

8.

FIND:

=856  (.*)\$z(.*)\$uhttp://chicago.universitypressscholarship.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://chicago.universitypresssc… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://chicago.universitypresssch… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://chicago.universitypressschola… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://chicago.universitypresssc… connect to resource

9.

FIND:

=856  (.*)\$uhttp://search.ebscohost.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://search.ebscohost.com$2$zD… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://search.ebscohost.com$2$zKe… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://search.ebscohost.com$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://search.ebscohost.com$2$zW… connect to resource

10.

FIND:

=856  (.*)\$z(.*)\$uhttp://search.ebscohost.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://search.ebscohost.com$3$zD… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://search.ebscohost.com$3$zKe… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://search.ebscohost.com$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://search.ebscohost.com$3$zW… connect to resource

11.

FIND:

=956  (.*)\$uhttp://hdl.handle.net(.*)\$z(.*)

REPLACE:

=956$1$uhttps://denison.idm.oclc.org/login?url=http://hdl.handle.net$2$zDenison connect to resource\n=956$1$uhttps://libproxy.kenyon.edu/login?url=http://hdl.handle.net$2$zKenyon connect to resource\n=956$1$uhttps://owu.idm.oclc.org/login?url=http://hdl.handle.net$2$zOhio Wesleyan connect to resource\n=956$1$uhttps://wooster.idm.oclc.org/login?url=http://hdl.handle.net$2$zWooster connect to resource

12.

FIND:

=956  (.*)\$z(.*)\$uhttp://hdl.handle.net(.*)

REPLACE:

=956$1$uhttps://denison.idm.oclc.org/login?url=http://hdl.handle.net$3$zDenison connect to resource\n=956$1$uhttps://libproxy.kenyon.edu/login?url=http://hdl.handle.net$3$zKenyon connect to resource\n=956$1$uhttps://owu.idm.oclc.org/login?url=http://hdl.handle.net$3$zOhio Wesleyan connect to resource\n=956$1$uhttps://wooster.idm.oclc.org/login?url=http://hdl.handle.net$3$zWooster connect to resource

13.

FIND:

=856  (.*)\$uhttp://onlinelibrary.wiley.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$2… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://onlinelibrary.wiley.com$2$… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$2$zOh… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$2… connect to resource

14:

FIND:

=856  (.*)\$z(.*)\$uhttp://onlinelibrary.wiley.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$3… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://onlinelibrary.wiley.com$3$… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$3$zOh… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://onlinelibrary.wiley.com$3… connect to resource

15.

FIND:

=856  (.*)\$uhttps://onlinelibrary.wiley.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=https://onlinelibrary.wiley.com$2… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$2$zO… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$… connect to resource

16.

FIND:

=856  (.*)\$z(.*)\$uhttps://onlinelibrary.wiley.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=https://onlinelibrary.wiley.com$3… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$3$zO… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=https://onlinelibrary.wiley.com$… connect to resource

17.

FIND:

=856  (.*)\$uhttp://site.ebrary.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://site.ebrary.com$2$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://site.ebrary.com$2$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://site.ebrary.com$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://site.ebrary.com$2$zWooster connect to resource

18.

FIND:

=856  (.*)\$z(.*)\$uhttp://site.ebrary.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://site.ebrary.com$3$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://site.ebrary.com$3$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://site.ebrary.com$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://site.ebrary.com$3$zWooster connect to resource

19.

FIND:

=856  (.*)\$uhttp://content.apa.org(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://content.apa.org$2$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://content.apa.org$2$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://content.apa.org$2$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://content.apa.org$2$zWooster connect to resource

20.

FIND:

=856  (.*)\$z(.*)\$uhttp://content.apa.org(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://content.apa.org$3$zDenison connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://content.apa.org$3$zKenyon connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://content.apa.org$3$zOhio Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://content.apa.org$3$zWooster connect to resource

21.

FIND:

=856  (.*)\$uhttp://proquest.safaribooksonline.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://proquest.safaribooksonlin… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://proquest.safaribooksonline… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://proquest.safaribooksonline.co… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://proquest.safaribooksonlin… connect to resource

22.

FIND:

=856  (.*)\$z(.*)\$uhttp://proquest.safaribooksonline.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://proquest.safaribooksonlin… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://proquest.safaribooksonline… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://proquest.safaribooksonline.co… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://proquest.safaribooksonlin… connect to resource

23.

FIND:

=856  (.*)\$uhttp://www.veryshortintroductions.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://www.veryshortintroduction… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://www.veryshortintroductions… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://www.veryshortintroductions.co… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://www.veryshortintroduction… connect to resource

24.

FIND:

=856  (.*)\$z(.*)\$uhttp://www.veryshortintroductions.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://www.veryshortintroduction… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://www.veryshortintroductions… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://www.veryshortintroductions.co… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://www.veryshortintroduction… connect to resource

25.

FIND:

=856  (.*)\$uhttp://www.oxfordscholarship.com(.*)\$z(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://www.oxfordscholarship.com… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://www.oxfordscholarship.com$… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://www.oxfordscholarship.com$2$z… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://www.oxfordscholarship.com… connect to resource

26:

FIND:

=856  (.*)\$z(.*)\$http://www.oxfordscholarship.com(.*)

REPLACE:

=856$1$uhttps://denison.idm.oclc.org/login?url=http://www.oxfordscholarship.com… connect to resource\n=856$1$uhttps://libproxy.kenyon.edu/login?url=http://www.oxfordscholarship.com$… connect to resource\n=856$1$uhttps://owu.idm.oclc.org/login?url=http://www.oxfordscholarship.com$3$z… Wesleyan connect to resource\n=856$1$uhttps://wooster.idm.oclc.org/login?url=http://www.oxfordscholarship.com… connect to resource

27.

DELETE:

Field: 856

Field Data: proxy.ohiolink

28.

ADD:

Field: 949

Field Data: $lconre

[✓] Insert last