Procedures for Loading Authority Records
Procedures for Loading Authority Records
| Created: 98/08/31 | Updated: 99/07/20 | Questions and comments to: hfraser@yorku.ca |
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Description:
This purpose of this sequence of procedures is to load authority records into SIRSI.
To begin, sign on into SIRSI with your logon password and stop at the UNICORN Utility Selection screen
Table of Contents
- (Part I: Transfers authority records from diskette to hard drive)
- (Part II: Moves records from hard drive on workstation to SIRSI file)
- (Part III: Loads authority records into Yorkline)
Part I: Part I: (Transfers authority records from diskette to hard drive)
| 1. | Put authorities diskette in "A" drive |
| 2. | Go to DOS |
| 3. | Type cd.., and press return, to change directories to get down to C: > prompt |
| 4. | At DOS prompt, type: copy a:*.* c:auth Wait for message: 1 file(s) copied IF following message appears:Overwrite c:authauthsub.exp or Overwrite c:authauthnam.exp Type y, press return |
| 5. | At c:auth, type exit, press return |
| 6. | Remove diskette from "A" drive |
Part II: (Moving authority records from hard drive on workstation to SIRSI file — Screen by screen steps)
| 1. | |
| SCREEN NAME: | UNICORN Utility Selection |
| ACTION: | Choose Import_export |
| METHOD: | At cursor, type, number for correct selection, press return |
| 2. | |
| SCREEN NAME: | IMPORT_EXPORT Import/Export Selection |
| ACTION: | Choose marcimport |
| METHOD: | At cursor, type, number for correct selection, press return |
| 3. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT Type Selection |
| ACTION: | Choose bibliographic data |
| METHOD: | At cursor, type, number for correct selection, press return |
| 4. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT Operation Selection |
| ACTION: | Choose Import |
| METHOD: | At cursor, type, im press return |
| 5. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT File Type Selection |
| ACTION: | Choose Other |
| METHOD: | At cursor, type, number for correct selection, press return |
| 6. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Media Selection |
| ACTION: | Choose pc diskette |
| METHOD: | At cursor, type, number for correct selection, press return |
| 7. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Media Selection |
| ACTION: | At enter the pcdiskette drive name, type: c:auth |
| METHOD: | At [A: ] prompt, type: c:auth press return |
| 8. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Import File Name Selection |
| ACTION: | At enter the pcdiskette file name, type: mmdd.dat (where mmdd=date [i.e. 0624.dat |
| METHOD: | At [other ] type: mmdd.dat press return |
| 9. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Import File Name Selection |
| ACTION: | At enter the imported file name, type: authmmdd(for name authority records) Where mmdd = monthdate, e.g. auth0624 |
| METHOD: | At [other marc] prompt, type: authmmdd press return |
| 10. | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Import in Progress |
| ACTION: | At question: Is pcdiskette ready, choose YES |
| METHOD: | At cursor, type, number for correct selection, press return. A box will appear, the file will begin to load with the message: Import in progress. Press return when prompted |
| 11 . | |
| SCREEN NAME: | IMPORT_EXPORT/MARCIMPORT/ IMPORT Summary |
| ACTION: | Check the number of records loaded |
| METHOD: | At cursor, press Enter until you reach Utility Selection Screen |
Part III: (Loading authority records into Yorkline — Screen by Screen Steps
| 1. | |
| SCREEN NAME: | UNICORN Utility Selection |
| ACTION: | Choose Report |
| 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 cr to create a report |
| METHOD: | At cursor, type, cr, press return |
| 4. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Group Selection |
| ACTION: | Choose authority |
| METHOD: | At cursor, type, number for correct selection, press return |
| 5. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Report Selection |
| ACTION: | Choose loadauthimp |
| METHOD: | At cursor, type, number for correct selection, press return |
| 6. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Master Screen |
| ACTION: | Accept default of Review |
| METHOD: | At cursor, type, press return |
| 7. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Review |
| ACTION: | Choose All |
| METHOD: | At cursor, type, number for correct selection, press return |
| 8. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Titling Phase |
| ACTION: | Accept default of NEXT |
| METHOD: | At cursor, press return |
| 9. | |
| SCREEN NAME: | LOADAUTHIMP REPORT File Selection Phase |
| QUESTION: | Authority records will be loaded with the following options: *File to load: ***Answer required*** * Mode: ***Answer required*** * Date catalogued: ***Answer required*** |
| ACTION: | Choose Change |
| METHOD: | At cursor, type, ch press return |
| 10. | |
| SCREEN NAME: | LOADAUTHIMP REPORT File to Load Selection |
| ACTION: | Choose a file to load |
| METHOD: | Select number corresponding to the file you wish to load, press return. It may be necessary to use CTRL + F to scroll forward to find it |
| 11. | |
| SCREEN NAME: | LOADAUTHIMP REPORT File to load selection |
| ACTION: | Confirm name of file being loaded. Accept default of [NEXT] |
| METHOD: | At cursor, type, press return |
| 12. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Mode Selection |
| ACTION: | Choose Create and update |
| METHOD: | At cursor, type, number for correct selection, press return |
| 13. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Mode Selection |
| ACTION: | Confirm create and update. Accept default of [NEXT] |
| METHOD: | At cursor, press return |
| 14. | |
| SCREEN NAME | LOADAUTHIMP REPORT Date Catalogued |
| ACTION: | Accept default of [whatever date appears here] |
| METHOD: | At cursor, press return |
| 15. | |
| SCREEN NAME: | LOADAUTHIMP REPORT File Selection Phase |
| QUESTION: | Authority records will be loaded with the following options:
*File to load: nam–.– |
| ACTION: | Accept default of [NEXT] |
| METHOD: | At cursor, type, press return |
| 16. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Review |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, press return |
| 17. | |
| SCREEN NAME: | LOADAUTHIMP REPORT Master Screen |
| ACTION: | Accept default of [SCHEDULE] |
| METHOD: | At cursor, press return |
| 18. | |
| SCREEN NAME: | REPORT/RUNNING/CREATE Report Naming |
| ACTION: | Give the file the name: authmmdd Where mmdd = monthday e.g. authg0624 |
| METHOD: | At cursor, type in name of file, press return |
| 19. | |
| SCREEN NAME: | REPORT/RUNNING/CREATEScheduling |
| ACTION: | Choose ASAP |
| METHOD: | At cursor, type, number for correct selection, press return. Press return AGAIN at "Report will be placed onto Finished List" |
| 20. | |
| SCREEN NAME: | REPORT/RUNNING Operation Selection |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, press return |
To look at the finished report
| 21. | |
| SCREEN NAME: | REPORT Report Type Selection |
| ACTION: | Choose Finished reports |
| METHOD: | At cursor, press return |
| 22. | |
| SCREEN NAME: | REPORT/FINISHED Operation Selection |
| ACTION: | Choose view to view a finished report |
| METHOD: | At cursor, type, vi, press return |
| 23. | |
| SCREEN NAME: | REPORT/FINISHED/VIEW Finished Report Selection |
| ACTION: | Choose report you wish to view |
| METHOD: | At cursor, type, number for correct selection, press return |
| 24. | |
| SCREEN NAME: | REPORT/FINISHED/VIEW Finished Report Formatting |
| ACTION: | Accept default of [FORMAT] |
| METHOD: | At cursor, press return |
| 25. | |
| SCREEN NAME: | REPORT/FINISHED/VIEW [Report Name] |
| ACTION: | Scroll through the report to check number of records |
| METHOD: | At cursor, press enter to view pages of report screen by screen or press Control F/Control B to scroll forwards and backwards through the report or press Escape to exit back to main menu |
| 26. | |
| SCREEN NAME: | REPORT/FINISHED Operation Selection |
| ACTION: | Choose mail to mail a copy of the report to yourself |
| METHOD: | At cursor, type, ma, press return |
| 27. | |
| SCREEN NAME: | REPORT/FINISHED/MAIL Finished Report(s) Selection |
| ACTION: | Choose report you wish to mail |
| METHOD: | At cursor, type, number for correct selection, press return |
| 28. | |
| SCREEN NAME: | REPORT/FINISHED/MAIL Mail Message |
| ACTION: | Accept default of [END] |
| METHOD: | At cursor, type, press return |
| 29. | |
| SCREEN NAME: | REPORT/FINISHED/MAIL Mailing Selection |
| ACTION: | Enter e-mail address of recipient |
| METHOD: | At cursor, type, complete email address, press return |
| 30. | |
| SCREEN NAME: | REPORT/FINISHED/MAIL Finished Report Formatting |
| ACTION: | Accept default of [FORMAT] |
| METHOD: | At cursor, type, press return |
| 31. | |
| SCREEN NAME: | REPORT/FINISHED/MAIL Mailing |
| ACTION: | Accept default of [] |
| METHOD: | At cursor, type, press return |
| 32. | |
| SCREEN NAME: | REPORT/FINISHED Operation Selection |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, type, press return |
| 33. | |
| SCREEN NAME: | REPORT Report Type Selection |
| ACTION: | Accept default of [EXIT] |
| METHOD: | At cursor, type, press return |
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