EUIG Load Profilers Forum Panel Discussion Topics
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This document provides an agenda for the 19th Annual Load Profilers Forum conference at City University in London on June 21, 2013. The conference will include panels on loading ebook records, RDA configuration, and changes in the Sierra interface. Possible discussion topics include tips for loading ebook records from Polly Dawes of the University of Bradford, RDA configuration through Innovative's service commitment, and changes to the load profile interface in Sierra. The document also lists resources for load profile training, manuals, lists, wikis, and links on CSDirect.
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EUIG Load Profilers Forum Panel Discussion Topics
- 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 ebooks Polly 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.
- 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 tables will 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.
- 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 tables from Admin Corner:
- 15. Changes in Sierra Interface • Dropdown format for process “Load records via locally-created load profiles”
- 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
- 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 profile configuration 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 when searching for records in a remote database • Add to the list of load tables available in the "Change defaults used in record loading" system option • Review current configuration for RDA
- 29. Service Commitments • Enable support for UniMARC authority records file splitting and loading • Set up the ability to output records to OCLC with an OCLC header • Enable Quick Click overlay on first match (Quick Click product only)
- 30. THANK YOU!
Editor's Notes
- To accommodate changes to bib records due to RDA standards. Innovative maintains an FAQ on CSDirect. III also provides a Service Commitment wherein they will update your load tables for RDA compliance. They can also provide advice on how you can update load tables as well as webpub.def to control WebPAC display.
- The Service Commitment saves you time, as III will update all of your load tables in one go.
- Data Exchange in Sierra is very similar to Millennium, but there are some differences. The process “Load Records via a Locally Created Load Profile”
- Load profiles are accessed from Admin Corner, which then brings you to the character-based system.
- The process “Load Records via a Locally Created Load Profile” is a dropdown list instead of icon buttons.
- There are a number of resources available to help in creating and editing load tables. A short description of each follows, with a list of links at the end.
- The first step is attending a Load Profile Training workshop where you will learn to create, edit and implement load tables and translation or mapping tables on your system. Upon completing the training you are given access to the Load Profile Training Manual and Listserv.
- The LPT manual is a comprehensive “how to” guide and is a useful tool to train staff on the basics of load table creation and maintenance.
- Once you have taken the LPT Workshop you will be signed up to the Load Profile listserv, a forum for discussion on load profile creation and maintenance You can post questions to the LPT community and also search the archives.
- The Load ProfilersWiki is a user-contributed site to share resources such as load and mapping tables. Innovative staff do not verify the contents and descriptions posted in the wiki. It is seemingly under-used?
- Links to the LPT manual and Wiki can be found on CSDirect. There is also a link to the Load profile training powerpoint presentation.
- Links to Load Profile Resources. You will need your CSDirect user name and password to access.
- A list of service commitments relative to load profile configuration and maintenance