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1.  INTRODUCTION

 

Bibliographic records are transferred in three steps.  Records are

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Alma uses the Z39.50 protocol to transfer records directly from OCLC Connexion to Alma. Simply select Search resources under the Resources tab and it will give you a search screen.  Type in the type of search you want, e.g., author/title, ISBN, etc. and Alma will give you the records found in Connexion. Select View to view the records Alma has found and when you find the one you want click on Import and the record will be imported directly into Alma. After the record is imported, click on the disc icon to save the record in Alma.   

 

 

During transfer to Sirsi, the following fields are removed from bibliographic records by the system:

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If records are exported to a diskette that is not blank or to a C-drive that has an existing file from OCLC, Connexion will ask if you want to overwrite, append, or cancel the export request. Append will add the records to the existing file and overwrite will delete the existing file.  Cancel will cancel your request.

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With the record (edited and updated if necessary) displayed on the screen, the record is exported by hitting F5.  The record is downloaded to a diskette in the A-drive or to a file on your C-drive. The export box at the bottom of the OCLC screen should read Export-C if the export function was successful. If it reads Export-F the transaction failed and you will need to re-export the record.

The records are exported to a file called prism.dat that is located on either a diskette in your A-drive or on your C-drive.

 

 

3.  IMPORTING RECORDS

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For a record to overlay the proper existing record in Sirsi, the control number of the existing record must correspond with the OCLC number of the overlaying record.  In the Control Number well of the existing record, the Sirsi control number --the OCLC number of the overlaying record immediately preceded by letter “o” (o12345678)-- is entered and the record is updated.  The date cataloged must be NEVER for the record to overlay.

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  • Click on the Report Functions Wizard and then click on the MarcImport Utility Wizard
  • At the Properties Screen, click Okay.
  • At Select the type of files screen, click on Bibliographic data.
  • At File list screen, click on Import.
  • If importing from a diskette in your A-drive:
  • At File type to import screen, click on other.
  • In the Source well type: A:/prism.dat
  • Click on the button at the end of the Source: well
  • Choose the location of your file from your C-drive
  • Click on your file (prism.dat) to put in the  file name well
  • Click on Open
  • Click on Other in the File type to import screen
    If importing from a file on your
    • Importing from a file on your C-drive
      • In the Destination well type the name of your file (e.g., koc11.08overlay, bobe11.01fond) and click on Okay.

Note: Give each file a unique name that is easy to remember and recognize.  It is suggested that you name your file with your initials followed by the date the file is uploaded.

  • At the query “Is pcdiskette ready?” click on yes.At the query “Are there more files to upload” select the appropriate response.

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4.1  Setting up the report to run

  • Click on the Setup and Schedule New Reports wizard.
  • At the Display Template Reports screen click on type report you wish to run
  • Click on the Setup & Schedule button.
  • In the Basic Information next screen type the report name in the Report name well.
  • Next click on the Selection Criteria the Load folder. 
  • Open the File to load well and select the report name you wish to load
  • Click on the Schedule button or click on the Run Now button
  • At the Schedule bibload screen, click on Okay
  • At the Schedule confirm click on the appropriate response.

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To remove a report click on the Remove button.  Check the reports you wish to remove by clicking on the box next to each report and click on the Remove button.  Click on the Remove All 2 button.  The Remove Result screen will appear.  Click on Okay or hit Esc key to close the Wizard.

Finally delete the file from your diskette or from your C-drive.