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Bibliographic Services > Procedures for Creating the Bibload Report

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