Data Import Demonstrations

System / Process	Presenter	Notes/Attachements	Likes
Voyager	Gary Branch Branch	Voyager's Bulk Import	Voyager's Merging Import Flexibility, esp. the "Bidirectional Merge," - Lisa Ability to append a specific field from an incoming record to a target record in the system. – Lisa Batch load log gives specific feedback. Ability for user to build profile via user-friendly interface, as opposed to a sys admin having to do it "behind the scenes." Voyager offers a chance to undo a change, also reports the set of affected bib keys
WeCat	Tiziana Possemato	WeCat's Bulk Import	Pre-load Preview
OLE	Christie Thomas	OLE's Batch Import	Ability for user to build profile via user-friendly interface, as opposed to a sys admin having to do it "behind the scenes."
Koha			Ability to "back-out" of a load, at least a bibliographic load, possibly not with order data.

Processes Occurring Outside of the System

School

Reported by

Process Description

Cornell

Gary Branch

Some of you expressed interest in my use of the OCLC Search API. The specification for my print record upgrading which we use for lower level records is at this link, https://confluence.cornell.edu/x/CQEYF . There is an attachment which indicates the rule hierarchy where whatever return record(s) matches the highest rule is the one used to replace the existing record in the database. This is the most restrictive set of rules in the scripts using the Search API. It forces a date match in the 008 field and compares the first 25 characters that are not spaces, punctuation, or diacritics. This requires whoever is processing the material in the department to accurately transcribe titles in order to find a match. I'm available for further discussions of this or my other uses of the Search API.

Lehigh

Lisa McColl

Using OpenRefine to batch search OCLC (10 minute screencast demo)

Batch Adding OCLC info into OpenRefine (written instructions)

Cornell

Gary Branch

MarcEdit to edit holdings.