How to load MARC records for Docuseek2

Records are emailed on a quarterly basis.

New and Updated records:

Open the file in MarcEdit.
Go to Tools > Current Tasks > Docuseek2 - KEN
- This will add a “1” to the beginning of the 001 field. It will add the proxy prefix to the link in the 856, remove the 856 $y, and add 856 $z field text. It will also add a 949 $l field for the Kenyon item record. (***See full MarcEdit task details below)
Add a note to the 910 field using the current date
- Tools > Add/Delete field
- Field: 910
- Field Data: $adocuseek-ken-XXXXXXXX (e.g. $adocuseek-ken-20181024)

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
- Upload
- When prompted to rename, remove the .mrc extension and select the .lfts extension from the dropdown menu
- Click OK
Select the .lfts file and click Prep
Click Start
Select the .lmarc file and click Load
Select LOAD a SVIDEO file
Check the “video” load profile for the following:
- #com=“dflt”@dflt=“kensv,conrei”
- ov_action=“b” (to match and attach on first pass)
- Determine if we need to load using the leader. If there were mixed material types, load using the leader by uncommenting the following lines:
  - L|| |7|1|b| |29|n|N|0|bib lvl
  - L|| |6|2|b| |30|n|N|0|%map=("m2bmap.streaming")
- 001 = as is
- 856 = no proxy
- Make sure this line is commented out:
  - #|||0|0| | |0|n|G|0|@link="i:1:949"
Check Use Review Files
Click Test (New records will be "rejected". Any overlays will be an "attach" result. If all records are new, skip to loading with ov_action "o")
If there are overlays in the test, click Load
Go to Create Lists
Find and highlight an empty review file with a sufficient number of available records, and click the Copy icon
Find the "Load: Overlaid..." file generated during the load, select it, and click OK. When prompted to remove the file being copied, select Yes
Remove any Kenyon links
- Go to Global Update
  - Under the 1. Select records tab, use the dropdown menu to select Review. Find the "Load: Overlaid..." file created above and click Search
  - Under the 2. Command input tab, select Delete variable-length field and click OK
    - Uncheck the Use Displayed Field box.
    - MARC Tag = 856
    - Data = Kenyon
    - Click OK
  - Click the 3. Preview tab to ensure that the changes are correct. If the changes are appropriate, click Process
Remove any Kenyon items
- Go to Create Lists
- Highlight an empty review file and click Search Records
  - Name the review file (e.g. Kenyon Docuseek items to be deleted)
  - Store Record Type = ITEM i
  - Select Review from the dropdown option, find the "Load: Overlaid..." file created earlier, and enter the following:
    - Type = ITEM
    - Field = LOCATION
    - Condition = starts with
    - Value A = k (this will find only Kenyon items)
    - Click Search
- Go to Delete Records
- Find the "Kenyon Docuseek Items to be deleted" file just created and click Start
- Select Delete the listed ITEM record ONLY
- Click Delete Records
Update the "video" load table:
- ov_action="o"
- Add 856 to the ov_protect line
- Make sure that the following line is uncommented:
  - |||0|0| | |0|n|G|0|@link="i:1:949"
Back in the Data Exchange, change the start block back to 1
Click Test (new records should be inserts and updates should be overlays)
If testing is successful, click Load
Spot check a few records
Remove the 856 from the ov_protect line in the "video" load table, so other loads aren't adversely affected
Repeat this process for new and updated Ohio Wesleyan records

Deletes:

Open file in MarcEdit
Go to Tools > Current Tasks > Docuseek - KEN (we need to run the MarcEdit task to insert the “1” prefix in the 001 field in order to match the existing 001 in the bib).
Compile to MARC using UTF-8 save as type
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
- Upload
- When prompted to rename, remove the .mrc extension and select the .lfts extension from the dropdown menu
- Click OK
Select the .lfts file and click Prep
Click Start
Select the .lmarc file and click Load
Select LOAD a SVIDEO file
Check the “video” load profile for the following:
- ov_action=“b” to match and attach
- Make sure this line is commented out:
  - #|||0|0| | |0|n|G|0|@link="i:1:949"
Check Use Review Files
Click Test (All results should be "attach". Any items already deleted will be rejected)
Click Load
Go to Create Lists
Find and highlight an empty review file with a sufficient number of available records, and click the Copy icon
Find the "Load: Overlaid..." file generated during the load, select it, and click OK. When prompted to remove the file being copied, select Yes
Remove any Kenyon links
- Go to Global Update
  - Under the 1. Select records tab, use the dropdown menu to select Review. Find the "Load: Overlaid..." file created above and click Search
  - Under the 2. Command input tab, select Delete variable-length field and click OK
    - Uncheck the Use Displayed Field box.
    - MARC Tag = 856
    - Data = Kenyon
    - Click OK
  - Click the 3. Preview tab to ensure that the changes are correct. If the changes are appropriate, click Process
Remove any Kenyon items
- Go to Create Lists
- Highlight an empty review file and click Search Records
  - Name the review file (e.g. Kenyon Docuseek items to be deleted)
  - Store Record Type = ITEM i
  - Select Review from the dropdown option, find the "Load: Overlaid..." file created earlier, and enter the following:
    - Type = ITEM
    - Field = LOCATION
    - Condition = starts with
    - Value A = k (this will find only Kenyon items)
    - Click Search
Search for any records with no links and no items for deletion
- Go to Create Lists
- Highlight an empty review file and click Search Records
  - Name the review file (e.g. Docuseek bibs to be deleted)
  - Store Record Type = BIBLIOGRAPHIC b
  - Select Review from the dropdown option, find the "Load: Overlaid..." file created earlier, and enter the following:
    - Type = BIBLIOGRAPHIC
    - Field = MARC TAG 856
    - Condition = equal to
    - Value A = " " (leave this value blank to search for bibs with no links)
    - AND
    - Type = BIBLIOGRAPHIC
    - Field = LINKED REC
    - Condition = not exist to
    - Value A = ITEM (this value will search for bibs with no attached item records)
    - Click Search
    - If results are found or this query, spot check a few to ensure that the bibs have no items or links. The bibs will need to be deleted in the next step.
- Go to Global Update
  - Under the 1. Select records tab, use the dropdown menu to select Review. Find the "Docuseek bibs to be deleted" file created above and click Search
  - Under the 2. Command input, select Change fixed-length field and click OK
    - Fixed-length = 31 SUPPRESS
    - Find = <any>
    - Replace = y DELETE
    - Click OK
  - Click the 3. Preview tab to review the changes
  - If the changes are appropriate, click Process
Repeat this process for Ohio Wesleyan deletes

The delete files will be processed by an automated function that will submit the titles to Summon for removal from their database. Records are deleted manually from Sierra on Mondays using the “Delete from Summon” list.

____________________________________________________________________________

*** MarcEdit task details

Docuseek2 - KEN

FIND:

=001 (.*)

REPLACE:

=001 1$1

FIND:

=856(.*)\$u(https?):\/\/docuseek2.com(.*)\$y(.*)\$z(.*)

REPLACE:

=856$1$uhttps://libproxy.kenyon.edu/login?url=$2://docuseek2.com$3$zKenyon view video online at Docuseek2

ADD:

Field: 949

Field data: $lken

[✓] Insert last

Docuseek2 - OWU

FIND:

=001 (.*)

REPLACE:

=001 1$1

FIND:

=856(.*)\$u(https?):\/\/docuseek2.com(.*)\$y(.*)\$z(.*)

REPLACE:

=856$1$uhttps://owu.idm.oclc.org/login?url=$2://docuseek2.com$3$zOhio Wesleyan view video online at Docuseek2

ADD:

Field: 949

Field data: $lowu

[✓] Insert last