Preparing and sending records to ULI. 2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances,

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Presentation transcript:

Preparing and sending records to ULI

2 All of the information in this document is the property of Ex Libris Ltd. It may NOT, under any circumstances, be distributed, transmitted, copied, or displayed without the written permission of Ex Libris Ltd. The information contained in this document has been prepared for the sole purpose of providing information for the members of the ICC Israel College Consortium. The material herein contained has been prepared in good faith; however, Ex Libris disclaims any obligation or warranty as to its accuracy and/or suitability for any usage or purpose other than that for which it is intended. © Ex Libris Ltd., 2006

Preparing and sending records to ULI 3 Retrieval Question: How can I retrieve the following records and send them to ULI: All records with Open date between October 18, 2005 until today No records with material type OFFPRINT No records with shelf number (090) ON ORDER

Preparing and sending records to ULI 4 Retrieval There are several methods of doing the retrieval. Some, or even all, of the retrieval may be done in the GUI search. In this way you are immediately sure of exactly how many records you are retrieving and what they are. In our example here we will use a combination of the GUI search and the service “Retrieve Catalog Records (ret-01)”. After the retrieval we will print an ALEPH sequential file which must be ftp’ed to ULI.

Preparing and sending records to ULI 5 Retrieval There are several methods of doing the retrieval. Some, or even all, of the retrieval may be done in the GUI. In this way you are immediately sure of exactly how many records you are retrieving and what they are. In our example here we will use a combination of the GUI search and the service “Retrieve Catalog Records (ret-01)”.

Preparing and sending records to ULI 6 Retrieval Via GUI browse we will retrieve all records with Shelf Number ON ORDER, select them, and click Save As Set

Preparing and sending records to ULI 7 Retrieval We will call the set on_order. It is always preferable to use only lower case letters when saving sets.

Preparing and sending records to ULI 8 Retrieval The set then appears in the find list of sets

Preparing and sending records to ULI 9 Retrieval Now we search for Word From Material Type Offprint

Preparing and sending records to ULI 10 Retrieval Now we have two sets of records which we do not want retrieved (these records will later be used in a Boolean retrieval).

Preparing and sending records to ULI 11 Retrieval Now we can select both sets (use Ctrl button and click each set) then cross with OR option and click Cross Set

Preparing and sending records to ULI 12 Retrieval Now we have a new set with all undesired records We can click “save” now to save it on the server

Preparing and sending records to ULI 13 Retrieval Even though the user enters lowercase letters, the system presents uppercase letters (file name is save on server in lowercase)

Preparing and sending records to ULI 14 Retrieval Now we have a file on the server of all records which we do not want and it is called “unwanted”. We may run the service “retrieve catalog records (ret- 01)” and now retrieve all records updated since October 18, 2005.

Preparing and sending records to ULI 15 Retrieval Here we are making a file called “one” which includes all cataloging records updated since October 18, 2005.

Preparing and sending records to ULI 16 Retrieval Now we can cross files and remove from file “one” everything which is in file “unwanted”.

Preparing and sending records to ULI 17 Retrieval This is the final input file for ULI

Preparing and sending records to ULI 18 Retrieval We must now print the file “for_uli” into ALEPH sequential format. This may be done via the service “print-03”

Preparing and sending records to ULI 19 Retrieval Input file made previously Output file we will send to uli Print all fields In ALEPH sequential format

Preparing and sending records to ULI 20 Retrieval Via ALEPH > Task manager > File List The file may be ftp’ed to the PC Click here to ftp to pc

Preparing and sending records to ULI 21 Retrieval Now the file is transferring to the PC

Preparing and sending records to ULI 22 Retrieval When the transfer completes the file will be in upper portion of the upper pane …

Preparing and sending records to ULI 23 Retrieval And it is on the pc in C:\AL500\catalog\files\[libname\print\

Preparing and sending records to ULI 24 Retrieval This file should then be ftp’ed from PC to ULI (this is not part of ALEPH)