Using a load profile Excel and Marc Edit

Using a load profile, Excel, and Marc. Edit to batch change email address in Patron Records NORCAL IUG 2015 MELVYN YABUT MOUNTAIN VIEW PUBLIC LIBRARY

A Problem of CASE Placing a hold on an Overdrive title in Encore has a bug. Email address in UPPER CASE will result in an invalid email message. MOUNTAIN VIEW PUBLIC LIBRARY

Create a Modified Load Profile @ov_protect to protect the fields. You have to make sure all the fields are protected. @ov_action=”u” Reject 0, or 2. Overlay if match 1 record (use in tandem with @ldx) @ldx=” 907” Match on the record #. Overlays on the record # if stored in a MARC tag. MOUNTAIN VIEW PUBLIC LIBRARY

@ovprotect="p=F 43 -56, 83, 95 -96, 99, 101 -105, 122 -126, 160, 163, 268 V=cr 4!'8 denahtpumbxg Protect Patron records "p= Protects Fixed-length fields F 43 -56, 83, 95 -96, 99, 101 -105, 122 -126, 160, 163, 268 Protects Variable-length fields V=cr 4!'8 denahtpumbxg MOUNTAIN VIEW PUBLIC LIBRARY

Go to Edit. MARCLOAD. LOCAL file to create the load button. H > LOAD a MARC file using pemail | |marc 2 inn -HL -x -fpemail -I -i -so %#. lmarc In Data Exchange MOUNTAIN VIEW PUBLIC LIBRARY

Use Excel to change the data Excel Functions: 1. Exact – to sort by case – use this formula =MIN(--EXACT(A 1: A 25, LOWER(A 1: A 25)))=0 2. Concatenate – to add “. ” before the p. XXXXX 3. Lower – to change email address from UPPERCASE to lowercase MOUNTAIN VIEW PUBLIC LIBRARY

Use Marc. Edit |Tab Delimited text to change the text file to. mrk file. MOUNTAIN VIEW PUBLIC LIBRARY

Map the two fields. • Patron record # to 907$a • Patron email to 550$a Then use MARCEDIT | MARCMaker to change. mrk file into a. mrc file. MOUNTAIN VIEW PUBLIC LIBRARY

Use DATA EXCHANGE | Load records via locallycreated profiles to load the. mrc file using Get PC. MOUNTAIN VIEW PUBLIC LIBRARY

Load the revised file MOUNTAIN VIEW PUBLIC LIBRARY

THANK YOU! QUESTIONS? MELVYN. YABUT@MOUNTAINVIEW. GO V MOUNTAIN VIEW PUBLIC LIBRARY