Procedures for Creating the Bibload Report
| Created: 98/03/20 Prepared by: Heather A. Fraser |
Updated: 2000/06/06 | Questions and comments to: hfraser@yorku.ca |
Description:
This purpose of this procedure is to create a report, the bibload report that can then be used as a master for loading records into SIRSI.
To begin, sign on into SIRSI with your logon password and stop at the UNICORN Utility Selection screen
Screen by Screen Steps
| 1. | |
| SCREEN NAME: | UNICORN Utility Selection |
| ACTION: | Choose Reports |
| METHOD: | At cursor, type, number for correct selection, press return |
| 2. | |
| SCREEN NAME: | REPORT Report Type Selection |
| ACTION: | Choose Running reports |
| METHOD: | At cursor, type, number for correct selection, press return |
| 3. | |
| SCREEN NAME: | REPORT/RUNNING Operation Selection |
| ACTION: | Choose create to create a new report |
| METHOD: | At cursor, type, cr, press return |
| 4. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Group Selection |
| ACTION: | Choose marcimport |
| METHOD: | At cursor, type, number for correct selection, press return |
| 5. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Report Selection |
| ACTION: | Choose bibload |
| METHOD: | At cursor, type, number for correct selection, press return |
| 6. | |
| SCREEN NAME: | BIBLOAD REPORT Master Screen |
| ACTION: | Accept default of [REVIEW] |
| METHOD: | At cursor, press return |
| 7. | |
| SCREEN NAME: | BIBLOAD REPORT Review |
| ACTION: | Choose All |
| METHOD: | At cursor, type, number for correct selection, press return |
| 8. | |
| SCREEN NAME: | BIBLOAD REPORT Titling Phase |
| ACTION: | Accept Default of [NEXT] |
| METHOD: | At cursor, press return |
| 9. | |
| SCREEN NAME | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Load Error Records for Review: NO |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 10. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Library Name: York |
| ACTION: | Choose YORK |
| METHOD: | At cursor, type, number for correct selection, press return |
| 11. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Load Mode: Update/Create |
| ACTION: | Choose Update/Create |
| METHOD: | At cursor, type, number for correct selection, press return |
| 12. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Update only if Date Catalogued is NEVER: YES |
| ACTION: | Choose YES |
| METHOD: | At cursor, type, number for correct selection, press return |
| 13. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Set Date Catalogued |
| ACTION: | Choose No Change |
| METHOD: | At cursor, type, number for correct selection, press return |
| 14. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *File to Load |
| ACTION: | Choose a filename to load |
| METHOD: | At cursor, type, number for appropriate file, press return |
| 15. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Load File Format: MARC |
| ACTION: | Choose MARC |
| METHOD: | At cursor, type, number for correct selection, press return |
| 16. | |
| SCREEN NAME | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Preprocessing Method: NONE |
| ACTION: | Accept default of [NONE] |
| METHOD: | At cursor, press return |
| 17. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Default Record Format |
| ACTION: | Choose MARC |
| METHOD: | At cursor, type, number for correct selection, press return |
| 18. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Title Control Key: |
| ACTION: | Choose Local Control Number (001) |
| METHOD: | At cursor, type, number for correct selection, press return |
| 19. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Title Control Key: Local Number 001 |
| ACTION: | Accept default of [END] |
| METHOD: | At cursor, press return |
| 20. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Title Control Key: Local Number (001) *Compare All Title Control Key Fields (NO) |
| ACTION: | Accept default of [NO] |
| METHOD: | At cursor, press return |
| 21. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Default Holding Code: DEFAULT |
| ACTION: | Accept default of [DEFAULT] |
| METHOD: | At cursor, press return |
| 22. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Copy processing : Ignore holdings statements & create ONE copy only when creating a title |
| ACTION: | Choose Create copies using SIRSI holdings statements only when creating a title |
| METHOD: | At cursor, type, number for correct selection, press return |
| 23. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Entry ID: 999 |
| ACTION: | Choose 949 |
| METHOD: | At cursor, type, number for correct selection, press return (Use Control F or Control B to scroll forward and backwards in list to find correct selection as necessary) |
| 24. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Strip unwanted entries: NO |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 25. | |
| SCREEN NAME | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Remove MeSH entries: NO |
| ACTION: | Choose YES |
| METHOD: | At cursor, type, number for correct selection, press return |
| 26. | |
| SCREEN NAME | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Call Number Load Rules: LC,050, All Subfields, First |
| ACTION: | Choose Modify call numer load rule |
| METHOD: | At cursor, type, number for correct selection, press return |
| 27. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Call Number Load Rules: LC,050, All Subfields, First |
| ACTION: | Choose LC,050, All Subfields, First (to modify answer) |
| METHOD: | At cursor, type, number for correct selection, press return |
| 28. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTIONS: | *Classification: LC *Entry ID: 050 *Subfields: All Subfields *Last Occurence: First |
| ACTION: | Choose Classification (to modify answer) |
| METHOD: | At cursor, type, number for correct selection, press return |
| 29. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Classification Scheme LC |
| ACTION: | Choose AUTO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 30. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTIONS: | *Classification: LC *Entry ID: 050 *Subfields: All Subfields *Last Occurence: First |
| ACTION: | Choose Entry ID: 050 (to modify answer) |
| METHOD: | At cursor, type, number for correct selection, press return |
| 31. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Entry ID: 050 |
| ACTION: | Choose 949 |
| METHOD: | At cursor, type, number for correct selection, press return (Use Control F or Control B to scroll forward and backwards in list to find correct selection as necessary) |
| 32. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTIONS: | *Classification: AUTO *Entry ID: 949 *Subfields: All Subfields *Last Occurence: First |
| ACTION: | Accept default of [END] |
| METHOD: | At cursor, press return |
| 33. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Call Number Load Rules: AUTO, 949, Subfields: All Subfields, First |
| ACTION: | Accept default of [END] |
| METHOD: | At cursor, press return |
| 34. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Update Call Number: YES |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 35. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Update Bibliographic Record: YES |
| ACTION: | Choose YES |
| METHOD: | At cursor, type, number for correct selection, |
| 36. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Update Price: YES |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 37. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Update Publication Year: YES |
| ACTION: | Choose YES |
| METHOD: | At cursor, type, number for correct selection, press return |
| 38. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Set Item Type from GMDs: NO |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 39. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Immediate Indexing: NO |
| ACTION: | Choose YES |
| METHOD: | At cursor, type, number for correct selection, press return |
| 40. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Set Title Information From Title Info Entry: NO |
| ACTION: | Accept default of [NO] |
| METHOD: | At cursor, press return |
| 41. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Use Default Format: NO |
| ACTION: | Choose [NO] |
| METHOD: | At cursor, type numbrt for correct selection, press return |
| 42. | |
| SCREEN NAME: | BIBLOAD REPORT Load Selection Phase |
| QUESTION: | *Print Titles Loaded: YES |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 43. | |
| SCREEN NAME: | BIBLOAD REPORT Formatting Phase |
| QUESTION: | *OCR Call number labels will be produced: NO |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 44. | |
| SCREEN NAME: | BIBLOAD REPORT Formatting Phase |
| QUESTION: | *Spine labels will be produced: NO |
| ACTION: | Choose NO |
| METHOD: | At cursor, type, number for correct selection, press return |
| 45. | |
| SCREEN NAME: | BIBLOAD REPORT Review |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, press return |
| 46. | |
| SCREEN NAME: | BIBLOAD REPORT Master Screen |
| ACTION: | Accept default of [SCHEDULE] |
| METHOD: | At cursor, press return |
| 47. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Report Naming |
| ACTION: | Name the report |
| METHOD: | At cursor, type in a name for the report, press return |
| 48. | |
| SCREEN NAME: | REPORT/RUNNING/CREATEScheduling |
| ACTION: | Choose NEVER (To retain this report as the master from which future reports will be copied) |
| METHOD: | At cursor, type, number for correct selection, press return |
| 49. | |
| SCREEN NAME: | REPORT/RUNNING Operation Selection |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, press return |
| 50. | |
| SCREEN NAME: | REPORT Report Type Selection |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, press return |
