Middlebury

Difference between revisions of "Collection Management Systems documentation"

Line 7: Line 7:
 
O:\orgs\LIS\LISstaff\ILS Implementation-III
 
O:\orgs\LIS\LISstaff\ILS Implementation-III
  
Enter the date, then paste the previous month's "ending record" into the "last record" column.
+
Enter the date, then paste the previous month's "ending record" into the "starting record" column.
 +
 
 +
Open the SSH Secure shell client; connect to host biblio using appropriate username and password.
 +
 
 +
Make the following choices as the menus present:
 +
M (Management)
 +
I (Information)
 +
F (File)
 +
S (System status)
 +
 
 +
Copy (NOTE: Ctrl/c will NOT work - use ctrl/insert or choose 'copy' from the edit menu) and paste the "Last rec #" on the line for bib records from the SSH window into the spreadsheet in the "Ending record" column.  Copy and paste the "Current #" from the SSH window into the spreadsheet in the "record count" column.
 +
 
 +
Choose Quit in the SSH window.
 +
 
 +
 
 +
===Monthly Government Documents load===
 +
 
 +
(Done every four weeks)
 +
 
 +
Find and open the Excel file "monthly millennium stats 2010" in
 +
O:\orgs\LIS\LISstaff\ILS Implementation-III
 +
 
 +
Login to the Millennium client using the mmcat login and catsup initials. 
 +
 
 +
Choose Data Exchange from the left column.
 +
 
 +
In the pull-down menu labeled Select Process (center of window near the top), choose "Load records via locally-created load profiles"
 +
 
 +
Click on the button near the top of the window labeled "Get FTS"
 +
 
 +
From the pull-down menu, choose edx.oclc.org
 +
 
 +
Enter the username and password.  (Password expires frequently; create a new one by entering old pw/new pw/new pw (8+ characters required)
 +
 
 +
In the lower left corner, choose Binary and check the "Rename files on transfer" box.
 +
 
 +
In the box near the lower right, enter ‘edx.gdoc.mdy.ftp’ (including single quotes),
 +
(Remainder to be entered when I know what the heck I'm doing.)

Revision as of 13:22, 3 March 2010

Collection Management Systems

Monthly statistics

(To be done on the first working day of each month.)

Find and open the Excel file "monthly millennium stats 2010" in O:\orgs\LIS\LISstaff\ILS Implementation-III

Enter the date, then paste the previous month's "ending record" into the "starting record" column.

Open the SSH Secure shell client; connect to host biblio using appropriate username and password.

Make the following choices as the menus present: M (Management) I (Information) F (File) S (System status)

Copy (NOTE: Ctrl/c will NOT work - use ctrl/insert or choose 'copy' from the edit menu) and paste the "Last rec #" on the line for bib records from the SSH window into the spreadsheet in the "Ending record" column. Copy and paste the "Current #" from the SSH window into the spreadsheet in the "record count" column.

Choose Quit in the SSH window.


Monthly Government Documents load

(Done every four weeks)

Find and open the Excel file "monthly millennium stats 2010" in O:\orgs\LIS\LISstaff\ILS Implementation-III

Login to the Millennium client using the mmcat login and catsup initials.

Choose Data Exchange from the left column.

In the pull-down menu labeled Select Process (center of window near the top), choose "Load records via locally-created load profiles"

Click on the button near the top of the window labeled "Get FTS"

From the pull-down menu, choose edx.oclc.org

Enter the username and password. (Password expires frequently; create a new one by entering old pw/new pw/new pw (8+ characters required)

In the lower left corner, choose Binary and check the "Rename files on transfer" box.

In the box near the lower right, enter ‘edx.gdoc.mdy.ftp’ (including single quotes), (Remainder to be entered when I know what the heck I'm doing.)

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