[Wactclc-primo] [EXTERNAL*]-RE: Import profile question

Mon Oct 5 12:33:33 PDT 2020

Lesley,

This is more or less what we're doing with EBSCO Collection Manager titles.

After we place the order on the ECM platform, EBSCO sends us a spreadsheet with the title, static URL, price, and number of licensed users.  At that point, acquisitions staff use this information to find the appropriate portfolio record in the CZ collection. They create a POL on the CZ portfolio record and copy the static URL into the portfolio record.  We were adding a public note to the portfolio record listing the number of licensed users, but we've since found out that we can record that in the POL and have it show up in Primo.

Acquisitions staff also open up the bib record in the MD Editor and assign the bib to our cataloger for cataloging. This step is mostly a fail-safe to hopefully prevent titles from falling through the cracks.  We may also have stopped doing this step-- I can't remember anything anymore.

After we place the order, EBSCO also sends an email notice that vendor MARC records are available for the purchased titles.  I download the file of MARC records, and use the Export to Excel function in MARCEdit to create get the OCLC record numbers into a spreadsheet.  I send the spreadsheet to our cataloger, who imports the OCLC records into Alma.  (Once our IT staff make MARCEdit available on our Citrix Desktop, she'll be able to do the MARCEdit step herself.)  After importing the OCLC MARC records, the cataloger relinks the portfolio records to the OCLC bibs.

Kirsti S. Thomas
Library Technical Service Manager
Seattle Colleges
kirsti.thomas at seattlecolleges.edu

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu> On Behalf Of Lesley Caldwell
Sent: Monday, October 5, 2020 10:50
To: WACTCLC Primo discussions <wactclc-primo at lists.ctc.edu>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu>
Subject: Re: [Wactclc-primo] [EXTERNAL*]-RE: Import profile question

Hi all,

We actually did an import of 55 ProQuest ebooks last week and 4 of the records failed. So Victoria and I decided to try Wade’s approach to add the last 4.

Here’s what we did:

  1.  Searched for the title under “Electronic Portfolio” in Community Zone
  2.  Clicked “Activate”
  3.  Found the newly activated portfolio in our Institution Zone
  4.  Clicked “Move” and chose our ProQuest Selective Ebook electronic collection
  5.  Clicked “Edit Portfolio”, went to the Linking tab, and added the url under static url.

That seemed to work for us! Did we miss any steps?

Thanks Wade!
Lesley

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Elena Bianco
Sent: Friday, October 2, 2020 4:44 PM
To: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: Re: [Wactclc-primo] [EXTERNAL*]-RE: Import profile question

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OK. That will make life much easier for us, for sure.

Thanks, Wade and all who helped.

Have a good weekend, everyone!

Elena

Elena Bianco

Systems & Technical Services Librarian

Skagit Valley College Library

2405 E. College Way

Mount Vernon, WA 98273

Stay connected and follow SVC libraries on Facebook or Instagram.

________________________________
From: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Friday, October 2, 2020 4:41 PM
To: Elena Bianco <Elena.Bianco at skagit.edu<mailto:Elena.Bianco at skagit.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: RE: [EXTERNAL*]-RE: Import profile question

Yes, that’s exactly what I’d do.

And I do see your example record below (9781615927739) in the CZ, sourced from an Ebsco collection.

Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

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509.760.4474

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From: Elena Bianco <Elena.Bianco at skagit.edu<mailto:Elena.Bianco at skagit.edu>>
Sent: Friday, October 2, 2020 2:03 PM
To: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: Re: [EXTERNAL*]-RE: Import profile question

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Thanks, Wade. So,  do you mean that we should just search the community zone for those records, click on "order" for those so that we can track the purchase in acquisitions and then not bother with importing the MARC records at all? That would save a lot of work, for sure...

Elena

Elena Bianco

Systems & Technical Services Librarian

Skagit Valley College Library

2405 E. College Way

Mount Vernon, WA 98273

Stay connected and follow SVC libraries on Facebook or Instagram.

________________________________

From: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Friday, October 2, 2020 1:50 PM
To: Elena Bianco <Elena.Bianco at skagit.edu<mailto:Elena.Bianco at skagit.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: RE: [EXTERNAL*]-RE: Import profile question

The TLDR; - I’d start with the CZ though, and confirm whether these records are there (search by some titles, not by collection name). My impression is that most Ebsco ebooks are in the CZ already.

Longer answer:

That brief record has no matchable ID #’s, so the only way to match the brief record is via fuzzy matching on title and ISBN, which is going to lead to the issue you’re seeing.

The incoming record does have an Ebsco specific ID # in the 035, “731496”. As well as an OCLC number, which may be unique to the Ebsco title.

But those #’s would need to be in the brief record as well, to get a match / overlay while avoiding any pollution of existing print records.

(The 001 is an Alma specific ID #, created with a title record is created. Incoming records from a 3rd party source won’t have any ID’s matching that #.)

So, your overlay issue basically starts with those brief records you’re trying to overlay, and the lack of a usable unique match point. I don’t have any particular recommendation on how to solve that.

Though, if those Ebsco records also exist in the community zone (I would check, if you haven’t already), you could place an order off of those records, rather than hand creating brief titles for the order.

For the multiple URLs issue, you can specify which field / subfield to pull the link from. But if both entries use 856u for the link, that’s a problem. A normalization rule for the profile will be required to identify the appropriate 856 to use. If you can send an example of the MARC records you’re importing, I can think about how to do that.

I’d start with the CZ though, and confirm whether these Ebsco titles are there already (search by some titles, not by collection name). My impression is that most Ebsco ebooks are in the CZ already.

Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

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509.760.4474

Pronouns: he/him/his

From: Elena Bianco <Elena.Bianco at skagit.edu<mailto:Elena.Bianco at skagit.edu>>
Sent: Friday, October 2, 2020 12:19 PM
To: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>; 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: Re: [EXTERNAL*]-RE: Import profile question

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They are from Ebsco ebooks. The 035's from the imported records from Ebsco look like this:

[cid:image001.png at 01D69B11.0DB65210]

This is from the title Positive Results: making the best decisions when you're at high risk for breast or ovarian cancer

The brief bib generated by the Purchase Request looks like this:

[cid:image002.png at 01D69B11.0DB65210]

I also noticed a problem in that this particular record had two 856's and the ebsco link was the second one, but the import profile used the first one to populate the link in the portfolio. That led to the record not working in discovery. I edited the MARC record to delete the first 856 and that fixed it so it now works just fine, but I wonder if there's any way in the import profile or a normalization rule to ensure that the 856 that is used is the actual vendor link.

I hope that's enough info to help troubleshoot.

Thanks,

Elena

Elena Bianco

Systems & Technical Services Librarian

Skagit Valley College Library

2405 E. College Way

Mount Vernon, WA 98273

Stay connected and follow SVC libraries on Facebook or Instagram.

________________________________

From: Guidry, Wade <WadeG at bigbend.edu<mailto:WadeG at bigbend.edu>>
Sent: Friday, October 2, 2020 12:06 PM
To: 'WACTCLC Primo discussions' <wactclc-primo at lists.ctc.edu<mailto:wactclc-primo at lists.ctc.edu>>; WACTCLC Alma Discussion <wactclc-alma at lists.ctc.edu<mailto:wactclc-alma at lists.ctc.edu>>
Cc: Elena Bianco <Elena.Bianco at skagit.edu<mailto:Elena.Bianco at skagit.edu>>; Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: [EXTERNAL*]-RE: Import profile question

Elena / Stephanie,

What vendor are the records from?

Do the records have vendor-specific ID (035) numbers? If so, what do they look like?

For vendor specific records, that you don’t want to intermix with print, you can use the match method of “035 Other System Identifier”, and then specify the vendor-specific prefix, whatever it might be (usually something other than the standard OCLC prefixes like ‘ocm’)

And you should be able to use all of the standard overlay settings to match just those identifiers, if those are the identifiers you’ve included in your purchase requests.

But it really depends on what your brief titles in Alma look like, and what the incoming records look like.

I looked at your recent job history, but couldn’t identify any recent previous attempts.

Can you share an example of a brief title in Alma, and also what the incoming 035’s look like, and where those records are coming from?

Wade Guidry

WACTCLC

Library Consortium Services Manager

wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>

http://www.wactclc.org<https://nam04.safelinks.protection.outlook.com/?url=https%3A%2F%2Flinkprotect.cudasvc.com%2Furl%3Fa%3Dhttp%253a%252f%252fwww.wactclc.org%252f%26c%3DE%2C1%2CqWOZIlcGAJp39D0rcWiHcD58eryVqwy8OtM8h4gaYCu3TXZtUgThOk_C0WgIdWDBcz82xImTRT2TaBEEDPEAajY_Hbzy0b8hDfcMX_V1rg%2C%2C%26typo%3D1&data=02%7C01%7C%7C3e10d3c381ee42117c0e08d869573247%7C02d8ff38d7114e31a9156cb5cff788df%7C0%7C0%7C637375170532423950&sdata=MQK1QI53nJ3PMkh2YXFydhWpdoru1C%2FmzwQdKfUZXz0%3D&reserved=0>

509.760.4474

Pronouns: he/him/his

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Lesley Caldwell
Sent: Friday, October 2, 2020 10:49 AM
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Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: Re: [Wactclc-primo] Import profile question

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Hi Elena,

I don’t know if this helps, but I’m attaching our ebook match profile for comparison. We have not any issues with it overlaying print… famous last words!

-Lesley

From: Wactclc-primo <wactclc-primo-bounces at lists.ctc.edu<mailto:wactclc-primo-bounces at lists.ctc.edu>> On Behalf Of Elena Bianco
Sent: Thursday, October 1, 2020 4:52 PM
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Cc: Stephanie Levesen <Stephanie.Levesen at skagit.edu<mailto:Stephanie.Levesen at skagit.edu>>
Subject: [Wactclc-primo] Import profile question

CAUTION: This email originated from outside Pierce College. Do not click links or open attachments unless you have confirmed this is an authentic message from sender and know the content is safe. If you are unsure, contact the Help Desk at 253-964-6373 or email Helpdesk at pierce.ctc.edu<mailto:Helpdesk at pierce.ctc.edu>

We are having a hard time importing ebooks. They are overlaying with equivalent print titles in some cases, and none of them are importing to replace the brief bib generated by our purchase requests. We know it’s the match that we’ve chosen (I thought that extended fuzzy was the way to go, because it should check for the format in the LDR, but apparently not), but in reading the descriptions, none of the others would work, either.

Does Wade or anyone else have any ideas of which match method would work best here?

Thanks,

Elena

Elena Bianco, Systems & Technical Services Librarian

Skagit Valley College

2405 E. College Way

Mount Vernon, WA 98273

(360)416-7624

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