1. Importing Serial Prediction Patterns Via the Service Import 85X records (Serial-52)
Yoel Kortick

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3. Import 85x Records (serial-52)
The service is accessed via the Services menu of the Acquisitions/Serials module

4. Import 85x Records (serial-52)
This service is used to add imported serial prediction field pairs (853/853X, 854/854X and 855/855X) from another library to identical titles in your library.
The system checks records from your specified BIB library against the data in the imported file export_85x.dat.
The input file must be placed in the ADM library's $data_scratch directory.

5. Import 85x Records (serial-52)
Where there is a match between the MARC fields 020, 022 or 035, the prediction field pairs (853/853X, 854/854X and 855/855X) from the export_85x.dat file will be imported into the ADM or HOL records that are linked to the BIB records.
It is recommended and most common that the match be made on the 022 field.
Note that it is possible to specify other fields (and their relevant indexes) to match against in a table. In that way, any MARC standard can be used for the matching process.

6. Import 85x Records (serial-52)
You can set whether patterns will be loaded to the ADM or HOL records, by choosing the relevant Load Type. If HOL has been selected, the patterns are loaded to each HOL record to which a subscription record (z16) is linked.
If ADM has been selected, the pattern is loaded to ADM without checking for a subscription.

7. Import 85x Records (serial-52)
Choosing the “Load Type” in the service

8. Import 85x Records (serial-52)
The service may be run with option “Yes” or “No” for “Update Database
A log file listing all the matches found is also created by the system for perusal prior to the actual import of data.

9. Import 85x Records (serial-52)
Choosing the “Update Database” option in the service

10. Import 85x Records (serial-52)
The service may be run to override existing prediction patterns, or to only add new prediction patters to Holding records which do not already have a prediction pattern.
This is done via the “Override Existing Patterns” option.

11. Import 85x Records (serial-52)
Choosing the “Override Existing Patterns” option in the service

12. Import 85x Records (serial-52)
We will now begin running the service. Place the file “export_85x.dat” in the $data_scratch directory of the ADM library
USM50>>cd $data_scratch
USM50>>ls -lrt export_85x.dat
-rw-rw-r-- 1 aleph exlibris Apr :44 export_85x.dat
The file “export_85x.dat” may be produced and received from another library. A library may produce this file by running the service “Export 85x Records (serial-51). In this manner ALEPH libraries may share prediction patterns

13. Import 85x Records (serial-52)
We have the following serial in our Bibliographic library, system number :

14. Import 85x Records (serial-52)
This journal is included in our serial-52 input file and has an 853 and 853X field in the input file.
USM50>>more export_85x.dat
L$$a X
L$$aocm
L$$aTechnology and culture.
0012%%data%%
X L$$81$$900001$$a46$$b1$$i2005$$j01$$
L$$81$$av.$$bno.$$u4$$vr$$i(year)$$j(month)$$wq$$x01$$ypm01,04,07,10
0011%%end%%

15. Import 85x Records (serial-52)
The serial “Technology and Culture” is linked to a Holding Record, system number The Holding Record does not have a prediction pattern.

16. Import 85x Records (serial-52)
The serial “Technology and Culture” includes a valid subscription which is linked to the Holding Record

17. Import 85x Records (serial-52)
We run the service as follows:
BIB Library Code: USM01
Update Database: No
Override Existing Patterns: No
Log File Name: serial-52_log_apri_21
Load Type: Into HOL records

18. Import 85x Records (serial-52)

19. Import 85x Records (serial-52)
Because we ran the service with parameter “Update Database: No” the HOL records were not updated
However, we have a Log File named “serial-52_log_apri_21” in the $data_scratch directory of the ADM library
Regarding the system number we are using here as an example, the log file states:
USM50>>grep $data_scratch/serial-52_log_apri_.21
Note: Match found - Code Data X
This means that when the input file was checked against the database it matched the record in the input file with ISSN X with system number in USM01

20. Import 85x Records (serial-52)
The number of the holding record which was updated will appear in log file directly under the line containing the bibliographic system number:
bibliographic record
Note: Match found - Code Data X
Note: Document updated
holding record

21. Import 85x Records (serial-52)
USM50>>more export_85x.dat
L$$a X
L$$aocm
L$$aTechnology and culture.
0012%%data%%
X L$$81$$900001$$a46$$b1$$i2005$$j01$$
L$$81$$av.$$bno.$$u4$$vr$$i(year)$$j(month)$$wq$$x01$$ypm01,04,07,10
0011%%end%%
Match between input file and bibliographic record

22. Import 85x Records (serial-52)
The service may now be run again with parameter “Update Database: Yes”. In this case the HOL records will be updated
The librarian will know exactly which records will be updated by viewing the log file.
Note: serial_52 only updates holding records for serials for which there is a valid subscription (“to date” later than today) and the subscription is linked to the holding record.

23. Import 85x Records (serial-52)

24. Import 85x Records (serial-52)
The holding record is automatically updated according to the information in the serial-52 input file

25. Import 85x Records (serial-52)
The new issues, based on the prediction pattern in the HOL record, may be opened:
manually in the serials module (from subscription list or from Patterns > Level X > Expected Schedule)
Via the service “Open expected Issues” (serial-13)

26. Import 85x Records (serial-52)
These are the new issues which have been opened for system number based on the prediction pattern in the input file which was uploaded via serial-52

27. Import 85x Records (serial-52)
Non Standard Checks
It is possible to have the system make checks on fields other than 020, 022 and 035 when the service serial-52 is run.
In order for this to occur, the “other” fields must be added in two places:
In the “Filter Tag” of the service
In the table $data_tab/tab_85x_import of the ADM Library

28. Import 85x Records (serial-52)
The system uses tab_85x_import to define the way in which the input from the fields in this service is used for matching. Using the table, you can define which index or word file should be used for the match, whether the entire field from the input file or a specific subfield should be used for the match, and which subfield in the field in the database should be used. You cannot match tab_85x_import against a headings index.

29. Import 85x Records (serial-52)
For example, if we want the check to be made on 245 subfield a instead of the 020, 022 and 035 fields we will do as follows:
Add the following line to $data_tab/tab_85x_import and comment out (or remove) the other lines:
245## a a W WTI
Field
Database index for search
Sub Field in imported data
Index Type
Sub Field in database data

30. Import 85x Records (serial-52)

31. Import 85x Records (serial-52)
A check is then done on “Word from Titles” (WTI) in the input file against word from titles in the database. This method is not as exact as using the previously described method of basing the match on the 020, 022 and 035 fields.

32. Import 85x Records (serial-52)
For example, we have following line in $data_tab/tab_85x_import and comment out (or remove) the other lines:
245## a a W WTI
We have the following in the input file:
L$$a ^M
L$$aocm ^M
L$$aEconomic outlook :$$bEO.^M
0012%%data%%^M
X L$$81$$900001$$a38$$b1$$i2005$$j01$$ ^M
L$$81$$av.$$bno.$$u12$$vr$$i(year)$$j(month)$$wm$$x01^M
0011%%end%%^M

33. Import 85x Records (serial-52)
When serial-52 is run it will do a search for “(WTI=Economic) and (WTI=Outlook)”.
Anything answering this query will be updated
As a result the following titles would be updated via the input file on the previous slide:
245 $$aEconomic outlook
245 $$aEconomic outlook tomorrow
As a result, the method using ISSN is much more precise
With ISSN, only the one record containing that ISSN would be updated