This morning, so hopefully you're all in the right session.
And welcome the session is going to be recorded. I'll be paying attention to chat. You can also unmute yourself at any time if there's a question you'd like to ask if you're unable to use chat or if it's just more convenient to
Speak
So we're going to talk about what are publishing profiles. So this allows the institutional holdings to be saved with broadcast. So it's a really nice automated system.
This when we set up the profiles that allows us to happen without human intervention.
Beyond the setup so I'm sure we've all had the situations where we forgot to update holdings and we've forgotten to remove holdings, or add holdings.
And so maybe or OCLC holdings are not exact. This will help improve those percentages of what we have in our collections and what is displayed to other institutions that we hold in the World Cat so
Publishing profiles was also known as data sake. You know, it's called Data Sync here and Alma, but it was known as a batch load. So it's a batch upload process that
automates the system for the holdings and it can be done at the big bibliographic level or at the local holding record level. So it's really nice because not only I have here it says facilitates adding new records to realtor, but it also facilitates
Delete deletions as well. So it's a nice process it streamlines things, doesn't mean that you know humans if they still enjoy going in and updating holdings and doing that are not allowed to do that. You can this just facilitate facilitates the process so that it's not necessary.
So how does this work.
So,
It's amo will export the records to an FTP FTP server on OCLC side though we don't retrieve them. The CyberKnife some
To your holdings so that there'll be regularly updated and hopefully you knows up to date as possible and reflect what your institution actually holds
So what's interesting is during the migration process all bibliographic records with an over 35 and they'll be flagged publish them.
So this is interesting because we don't have to worry about doing anything to the initial babe records to synchronize this process.
The local holding records do not have anything flag that's a whole separate process that you want to update your local holding records and batch. You can do this by creating a set and then flagging them to publish the holdings.
And there's at the very end of my slides. There is a process to do that because maybe we all haven't been updating our, you know, our
serials holdings and this would be a great way to just quickly update them and get them in sync and only need to flag those records when we make individual changes.
If we see scanning publication. You know who sees getting the publication or the publication ceases and our holdings change or remove them. It's just a nice way to save everything up. Do we have any questions at this moment.
Okay. So as I said, There's just, there's, there's two types of publishing profiles that can be configured in World's Fair and anonymize the bibliographic and then the whole thing's for local holding records.
For serial titles.
So, initially you need to set up publishing profiles in OCLC. This is where it all begins. If you don't have a World Share
Account, you can create one. It's very simple. You can call them up, they'll set you up and you know you need to make sure that you have your cataloging subscription. That is a requirement for this and I believe now that with the migration to all my everybody will have a cataloguing subscription.
And when they do set this up for OCLC they're going to create a username and password for you for the institution and then it will be emailed to you, or will be verbally given to you.
I had emailed it was nice and simple, and then that way. I was just, I had the information I was able to change my password immediately and
Continue on. So what's required on the OCLC side to be able to set of publishing profiles, is that you need the synchronization project set up and you need to get a collection ID, which is the project ID.
And you get your OCLC password.
To set up the SF TCP connection. So we have a list of every, every institution has a wheelchair account. We have a list of your OCLC code and your password. That's later on us. This is a different password and username. So it's the World Share account and the
OCLC three letter code and the password will be later use when we're setting up our publishing profiles and Alma
So there's some steps then after we go live because when we're in this implementation process. We can't run jobs and everything we test. We don't want to test it to OCLC server. So I want to be very clear about that. So,
After go live. You want to make sure that your data sync collections in World Share had been submitted to OCLC and I'll show you that when we set them up or to do that.
That you want to verify the profile server is set to OCLC server. Once you go live because immediately, you're going to need to run a baseline after go live.
So you want to make sure it's sinking up to the right server because if we sync up during implementation to OCLC server whatever we've done in Allah
will then become our holdings in OCLC. And if you're like me, I did a lot of really funky stuff.
That I do not want reflected in OCLC so we don't want to use that server at all during this testing phase, but we're coming up to go live but and go live. You want to make sure it's to that. OCLC server.
Then you want to activate the publishing profiles and NAMA, so it's interesting you know you can do. Never. You could do them once a week. You can do them daily
As well. So you will run that baseline right after go live. This is important. It doesn't really do anything on OCLC then. But what it does is it it publishes our holdings to the alma publishing index and it's an important process. And once that happens, it's going to change.
The publishing profile to be a baseline to incremental, which is what we would like you want to make sure that it's incrementally updated as changes are made, it keeps things up to date.
So then after that, and I said, it just will incrementally do that. So before I go through the actual steps of doing this. Does anybody have any questions about the process, understanding what they do.
Okay, so we will move move forward to creating a dancing collection for your public Africa holdings and World Share. So I have slides, the slides, very detailed they'll tell you how to do it, but I'm going to take you outside and I'm going to
We're going to actually do it.
So I'm going to share. Unfortunately you guys see my calendar immediately. Hopefully everybody can see my wheelchair account. I'm going to have to reload this because it probably time to me out.
Amazing, it didn't. So you would log into your world share account.
And you'd want to click on meta data and then you're going to click on collections manager. So when you go to the collection manager.
You're going to click on data same collection. So that's important because we're creating a devastating collection.
You may have some some setup ready. Maybe your. These are already being used. I have no idea.
They weren't being used at our institution. I had to set this all up from scratch. So then I will click search.
And then, oops, I thought I didn't change it to data sin collection and I got all these different collections. So known and click search. And you can see I have some setup.
And maybe really graphic data which I set up a while ago and my holdings and I just did a test one. So just playing with it.
So if I had none, which we're going to pretend. None of us had any. I'm going to click on Create a collection down here so you can see on the left hand side you have all these options and you have create a collection
And I'm going to just go here. I'm going to click by collection type. I want to make sure it's a data center collection.
And now I want to pick what type of into bibliographic first. So I'm going to choose bibliographic and now create, create
Says, there's already a clutch and you could have multiple collections.
So if you don't have any, you're not going to get this error message. I'm going to say it's okay, I'm going to create this the one weird thing. I will tell you, as though I have no way to delete these other collections that I've been creating so
I'm going to call this test to just so I know it's a test and I never want to use it. He says collection ID will come into play later it's important does not exist until I save this data sync collection. And then that's the this ID is what we need for later on.
In Alma. So here we go. This gives us the institution that's our three letter symbol. It's all populated and you want to make sure that you go in here and you choose.
No for group and no third party conservatives. So you want to make sure it's set to mark.
And user record for processing. We're going to change this. The yes because this just allows any headers, but the deed it in OPI for deleted it can process those and publish that to OCLC and remove our whole things
That's pretty simple on the screen. If I scroll down, I can play in the description. It's always great to put in descriptions
So I will put in a description test is Data Sync.
Thing, just so I know what it is but for something that's relevant for a move on.
Somebody who just arrived. How do I know if your realtor account. I think your institution would know. So when I went to go set this up. I had no idea if I had a wheelchair account I call those TLC and they let me know so
If you have not set one up before you can just give them a call. So it's not a big deal. It just, I have the phone number you can just call them and it's really pretty easy to get the setup.
So now this slide is done this part of the data sake is collection. And so if I click on this bibliographic record just allows me to do this.
It allows me to film this population. So here, initial estimate for record count. Where do I get this number. Know what I did. And I'm going to show you. I went to my alma mater. My Analytics and went to my data review dashboard.
And all I did was use
The number at the end because it does not have to be exact. They told me it doesn't need to be exact. It just needs to be somewhere in the vicinity, just so they know
So I use this number for the items which become handy in the holdings around the same number, and I use this also for my
I also use this for buying
My holdings as well. So I'm just gonna say 460,000
It's not an exact they don't need to be exact. They just want to be somewhere in the ballpark. So it's an important thing to now it's a good way to find it just quick and easy.
So we want to put in the provider name, we want to put x labor's
System name, we want to put Alma
Don't have to worry about version and we will leave these defaults, because we do the OCLC number we are sinking to do 35
And our local system number is the oh one. That's the MMS ID that we're all getting so used to
At this point, so that's nice. So we don't have to do anything else, but sticking the estimate putting the provider in the system name.
Now my local big data. I'm not changing anything here unless you are not mapping to bibliographic records. OCLC Mark recognize fields, which I don't believe any of us will be needing to touch the screen at all. And now my mark record output and deliberate. You want to keep it to now.
It's fine. We don't want to make any changes to that. And last but not least, we're going to stick in the contact name.
last name first
Title is in your email. So what's cool about this is that you then become the point person for this. And if you need to have any communication with OCLC about your data sin collection, they can contact you and what after I've saved this I will now have the option of
The comments tab. So I'm going to click Save.
And as I click Save.
Collection is successful, so that I want to go back up to my properties because I want this number available.
So it's a good idea, you know, can make now, or you can just refer back to this when you're working through Alma, and you can just bounce back and forth.
So there's one other step you need to do is that you need to go to collection actions and you need to submit this collection to OCLC
Because otherwise, it's kind of in a limbo phase. It's not being used. I'm not going to do this. I'm not going to use this one because I have one setup. But if I wanted to submit this to OCLC. This is where I'd click it.
And it would say, submit it and then you click on Submit.
So we have that data collection. But now I want to, I want to create my holdings. So it's pretty simple. We're going to go here to create a collection. And I'm going to do data sync, but this time I want to do local holdings records and I'm going to click Create.
So now that I'm here, I'm going to call this
Yes, you can. Elena yes you can totally submit now to OCLC it doesn't do anything the server's not connecting I just happened to do it because I went through the process, but you can do it right after go live or right before go live right before you do your baseline.
It's not it doesn't, it's not going to harm me the way because if you're testing and implementation. You were definitely not doing it to the OCLC server, but it's good to have it submitted before you do actually start using these live. So I'm going to call this test holdings.
And so here we go, here it has no collection ID again until I save it.
And then I have my institutions already populated my symbol. This is all based on my login
And we're going to keep this group. No, no, to WS library because we don't have that it just automatically did that we want to make sure the original data format is Mark.
And this one US record status for processing now.
Because if you put yes, this wouldn't allow data to be submitted as local holding records. So you want to make sure that's now and again your description, it's always helpful. Maybe you're not there or somebody else needs to look at this and it gives them a clear idea of what this is.
And I click down on my next drop down menu. And again, I'm just going to put in that same number.
I know there's going to be way more. It's just that.
They just need an estimate. When I was talking to TLC. They're like, it's really not that big of a deal just put in something. So in the same in a ballpark. That wouldn't
Be outrageous. So here we have X Leber's is our provider or sister name system name is Alma
And we believe everything will leave this blank and all these defaults will stay. We want to leave everything as as is in the rest of this field.
And then we're going to don't have to worry about the processing tab and then we're going to click on enable Mark record delivery. Keep that set to now and then we'll just add our Comp. My contact name again.
And all the information that they want.
And I'm going to now save this and you can see once unable to save collection one error. Let's see what we did doesn't support the character. So don't do that.
Okay.
And that works. And there's my collection ID for later.
I just to show you now I have this comments section. So if I am having trouble or if I'm like want a question answered about how this works because I did this a lot.
I can just add a comment and start communicating with OCLC and what they do is they don't put their answers in this comment section. They'll email you
So this set. This is all done. Are there any questions about setting up your data sin collections in world champ.
Yeah. Did that you totally set this up now.
I would do it now, because then it's one less thing you have to do after go live. If you're like me, you have a huge list of things that need to happen at go live after go live. So I would, this is simple set it up now. You can even submit it now just have it in place.
Good question. Anybody else
OK, now I'm going to bounce over to Alma, and I'm going to come over here. So there's three things that have to happen. And all of them.
So you need to add an s s FTP
Definitions which I realized I converted that on my slide. So I will fix that you want to add the allowed SF TCP connections and then you need to configure the publishing profiles. So there's multiple steps here.
So first, we're going to go with to our
I'm sorry, go into configuration. I got moved chat over because can't see behind the chat wall. So if I come over here. I want to click on configuration general s FTP definitions and as you can see
Already have some things set up.
So I have my OCLC Big Data Sync s FTP, but it's really easy. I could just click here and add my SF TCP connection.
And make sure I'm in the right one. So hold on, I just want to make sure I'm in the right one only because I couldn't see for my
Yet so first we're gonna go to her loud so TP. I'm sorry. That's the first thing we want to do. So here I'm going to go in, I already have it set up, but I'm just going to pretend I don't. And I'm going to add another one. So it's pretty easy. I can just click Add.
And I'm just going to name it. My s FTP, so that's the server. I know that. So I'm just going to copy it.
It's all on documentation to have this and I would just call this the this DLC data.
Sync.
FTP
To just so I know it's just I'll remove it later. And then I just click Add Row, and then it will show up.
So you can see down here and I can easily delete this which I'm going to do now because I haven't set everything set up to now the one
So fairly simple to set this up, you only need to set it up once you don't need to set this up twice for the bibliographic and the local holding records.
You just need to do it once, so it's nice. It's not as complicated to have to do that. But you want to make sure when you make changes, even though you've added it if you don't click the Save. It's not going to save it and then you're going to click confirm
And all is good. So now we're going to go to SF TCP definitions.
This one you have to create two right so I have to create one for my
I need to create one for my bibliographic and for my local holdings, so we could click we click on our ad SF TCP connections and then you just you named us so we're going to do this. I'm just going to do
Data saying, I'm just going to call it to just so I know that it's different.
Description. So he's good to have a description.
And just
And then my server. So here's the thing you do, you can set up the right server here for OCLC, it's okay. And since I already had saved just copy and pasted it
TP to oclc.org and the port, you want to use this caveat is if when we test our FTP server up above. It does not work, then we need to try port 21
The sub directory is going to be this.
Meta co LL flash in slash bid and it's going to be a little different for the local holding tracker file maximum is one number of files as one maximum file size will make it to the largest amount
Megabytes all good lab navigation true yes default
So now this FTP server secured you want check this box. So we want to use the username password. This is where that code comes in. So
The years EBM my ours is EBM your three letter or OCLC code in the password. I don't
Have that password handy, at the moment, but it's already saved in my previous one. But say you have this password if you don't have this password.
We have it for everybody who has a World Share connection just so you're aware that easy to access because we have it. So I'm going to do this test FTP, I want to make sure it works. So this is nice because it just lets you know if you actually can connect to us.
Maggie. Can I say something
Or it takes a while. Sometimes
They'll connect so
Sometimes
You're right. I think I spelled it wrong and Co. L.
elina that was the one I was given by OCLC Linda said my subdirectory should just be medical
So I'm not sure that's the problem is not that the the with connection, but the connection is the FTP server. So it's possible. It's just not acting right my other one works fine with the 21 so I'm gonna spend time with 2022 I'm gonna try it with 21
And sometimes it just cuts out because it takes too long. So just be aware of that one too.
I'm guessing this is probably going to fail.
Yes, I'm Tina exactly the server and subdirectory information came directly from OCLC. This was for me working with them and just
Troubleshooting everything that's taking a long time so I'm guessing. I'm going to get a fail. It should work with 22 I've tested it and we can go back to one of the ones I've created and see what happens. I think there's just, I don't know. It's almost been on
Oh, right. You're right, it is not
Linear right I spelled that wrong and I need to change that it should be meta nada. Thank you. Once this sides to fail on me.
We can move forward.
Let me see if I escape out. It doesn't even let me go anywhere. So yeah, that was a typo on my part, but it's not incorrect on the documentation, I promise.
Wow, this is really failing miserably.
I love when it gets stuck in some kind of loop. So I'm not doing what I want
You to know. Second, otherwise I think I'm just going to open up
The username and password comes from love, Louise the username password. We have a list. I got it from. OCLC just to expedite things. So I asked them.
To provide me with a huge list the list and we have it available. So if somebody does not have the username and password username.
Here when you're setting up the SF TCP. That's your OCLC three letter symbol and then the password. We have it for everybody who has a wheelchair account. So you could always reach out to me because this is failing. I think I'm just going to open up another one, if you don't mind.
There's going to be an option. And I'll let you know is that you can choose to do all this on your own, or you can ask. Oh, yeah. So if you have a world characters world chair account and you're all good.
That we can set this up for you, Alina is going to be doing a lot of this. So she's been willing to help out and set up.
And then OCLC side and in Alma four campuses that choose to do that and other campuses can choose to do this on their own. So I'm just going to go into another arm account because this is way taking too long. I don't know which just failing. I don't wanna go on that one. Sorry.
So I'm sorry that failed. I'm just going to close. Just going to stop and let me close it out. But now we're going to go into this other one. I'm just going to go into my configuration.
Going to go into my FTP petitions and pretend we just save this. I just want to go in here and
Show you. So I have a set the poor. It's really as Lena picked out I made a typo. And I'm going to click test s FTP and hopefully this time, it works. I don't know if they're going to conflict, but it should work. No problem. And there you go. Perfect success. That's what we want. So
biggest, biggest issue is sometimes that
Thank you Shannon just posted that he's sending out a request for an information to institutional leads later today to let us know whether SUNY will be doing this publishing profile for them. Or if you're going to do it yourself. Thank you Shannon
So, and I did this. I'm going to save it.
So that it's all set up. So now I if you're in here ready, you might as well set up your local holding one as well.
It just makes life easier just to do the same thing in the same place. So if I wasn't here, I'm just going to edit this one since it was not liking our testing f t s FTP server. So you put in your name, of course, the description, same server different port.
Whatever reason they need to have a different port. They don't play well. And it's the meta call slash in class L HR from local holdings maximum number files. I'm going to change this one to
This should be one minimum number of files one file size. I'm going to make that to maximum I didn't do that before.
This is stays the same. Wow. Navigation set to true default, click on the S FTP server username and password. So somewhere along the line, I didn't save everything as I needed to hear. So I'm going to click Save. But I'm going to test the SF that FTP server first
And hopefully this one goes a lot quicker. I'm afraid to see if the other one is still spinning
Ball. This is spinning, which I might open up another arm and just get out
If it doesn't do it itself. Does anybody have any questions up until this point before we get to the final stage of setting up normal
That was out, so that one's good. So I'm just going to go back, because I don't want to save that one.
I'm just gonna go in here and edit because I do want to keep those changes that
I was playing around in this. Who knows, sometimes clicking the bat, I want to make sure it's safe. And I'm going to save it.
I don't want to save that password there. So I would still spinning, but it does work in trust I've tested them, they do work.
Just Allah is not cooperating today on this. So here's this is all great and lovely. Right. We all have this all set up. Now we're all done in our configuration portion we
defied the allowed us FTP and then we now created the
STP definitions and now we have to go back and Ahmad, this is where it got really confusing for me. I'm like, Where the heck is this third step it's under resources under publishing. Publishing profiles.
So if we click in here.
I believe actually already set these up for us. They existed. They were all disabled. I had that enabled because I'm testing. I'm trying to test
deleting a batch of records and seeing what happens when I deleted everything, even down to the bare record how it would work.
We're testing to OC on to the FTP server. So it's not really doing anything, it just will give us back information, how many records were changed, etc. So they will be inactive. So you would go into click Edit
And you would keep there's a profile name and description. This is where you put in your symbol. Again, remember that project ID.
And this is the project idea I want to go. I'm going to go back into my whole data center collection. I just clicked on search again. I keep it empty. And it brings me everything. So here is my bibliographic Data Sync number
And that's where I get it from. And that's where I put it in and it is also the project number and the collection ID.
Initially the publishing parameters are going to be set to baseline.
And that's correct, it should be because even in testing you want to run a baseline first
And then you can test and then you would just move it to incremental because this is all manual process at this point.
Now like I told you, scheduling. Once you go live. You will make this active and you will decide, do I want to not schedule doing this, which I, I would suggest you want to do this maybe not every day, but maybe every Saturday.
And you can see right here it's set to 6am military time just so sometimes I forget that. And I'm like, What time is that it's military time. It's not AM, PM. It is am
So as you can see I have my FTP configurations set to the LP server at this time because I was doing testing but Traditionally you would have it set to your OCLC Big Data Sync.
I'm not going to change it now because I don't want to take the chance that I'm going to mess something up.
And so the subdirectory I just tested it and it failed so they suggested doing it to a subdirectory so I'm going to put the only because that is my subdirectory to the MSP I believe I'm just going to click
Save just after I show you email notifications.
So here on email notifications, which is really lovely. You can do it to a user, you can just add a user, like if I wanted to do it to Andrea, I can just click there and I can add users. So when this runs, she would get a report and you could do. Or you could do email address.
And I've got these notifications when it ran and either you get, you know, you get the report in, you get a brief synopsis of the report, to which is nice.
I did. I hope I didn't put a dot. Sorry about that. And now it should work.
So it doesn't move chatter. If you do, but
Yes. So if you send it to your username and then you send it to a different email address you would totally get two notifications. I did.
So if you want if maybe you're not going to be there. You want to go to a different email address or you're supporting another campus, you can test it and have it sent to you. No problem.
And then you can click done and now I'm just going to save this.
And when I do want to test you just want to activate it to make sure, but like I told you, you want to be really careful that when you do this, you want to make sure
during testing not goes live that it said to the MSP server whatever you've named this and in the documentation towards the end, the second to last section. If you haven't set up your s FTP server with
Already on your in Alma, it tells you how to do this. So it's, it's great and your sub directory, I believe, is your three letters that identify your institution.
Yes, Heidi, the tech server. Sorry, I just refer to it as a Allah's peace or just kept it clear my head. So, I'm sorry. Yes, the AI tech server. The new server.
That Alyssa. Perfect.
Oh, don't use the three letter code. Yeah, okay.
No, because
OCLC great
gal is awesome. Thank you.
If you just had
Your three letter code. She said, Everybody just use OCLC in the sub directory. This is just for testing right, Gail.
No.
No, the
I do want to run this test again because I want. I like to see what's going to happen. I mean, I'm assuming it's going to remove my
Holdings, but not really just in a test environment. I just want to make sure
So now you have to also do this for your local holding. So I'm going to click here, click Edit, which is nice that these are already established in here. So the title, the description
I don't have the project ID here either. I could easily just copy and paste this in here on the collection ideas the most important
Piece that you need.
Again, it's going to be defaulting to baseline for that first initial run it's going to be set to inactive unless you activate it.
And again you could schedule this number. So, like with local holdings, you probably don't need to have those run every day, maybe not even every Saturday.
But I would probably do it at least every Saturday and you can update them.
For, you know, the update you can just click on it and resources to flag. These one you have to make any changes to be 66 and then just updates. OCLC it's quite nice. So I would
It's maybe not an everyday process. Maybe your holdings is your bibliographic is there's a lot more changes going on on a daily basis that you'd want to have that to be daily. This one I probably do weekly because it i'm happy after my initial running this to update all our cereals.
Local holding records, I
I don't imagine there was that much change that happened.
So here my email notifications. I have it set up just to my username, but I could add any user. So I'll do Brendan, this time.
We do.
Bring him up. And I'm going to add him an email address, I can just send it to myself.
I can type
Okay, perfect. An email address so perfect and I'm just going to click on
And then as subdirectory I'm gonna make this OCLC and I'm going to click Save. So Amy, ass.
Is the FTP server at go live. The OC. OK, so the FTP server when you go live. You want to make sure it's set to the OCLC one so you don't want it set to if you set it to
If you keep it to the AI tech server, it is just going to do nothing. I mean, it will run
And it will give you results. But if you make any changes to your OCLC holdings. So after go live. If you're not going to test this at all before go live set it right up to your OCLC local holdings Data Sync.
And just make sure it stays inactive and that you have nothing scheduled
Where you can have it scheduled and inactive and it will do anything but you don't want to have an active with the schedule, unless it says do especially if it's not scheduled not scheduled because you don't want to
Chance messing up your OCLC holdings, especially since our network zones being
It's going to be seated with all the OCLC holdings that we have
Okay, so I'm going to click Save. So that's great everything set up to go. And so now you want to test this. How do I know this really works. So
That's always the fun part. So there's a couple things you can do. So you can create a set of records. So you could do a repository search and I could just do
I don't know if you do an author or you can just do like I could do a subject area. I wanted to just test something and you don't have to do a lot, but I would choose like five or so records that
Just enough that you can see that it actually is doing what needs to do. Maybe 1015 records can do
Just a search on anything you could do a set on anything. So you do a repository search
And here I have 94 records and what I can do is I can easily just save this query.
So that I know because I like saving queries, just so that I can go back and remember like if I'm making changes like this and then I can just be like, Okay, so I'm going to do this for bid Data Sync.
Test and it's just testing records for deleted.
Or mark at Mark is news, a little harder, but you can mark as new as well because they're not really new. So they may not do anything but it's good that you can put the end
Because it means it's new and it will make changes, you want to set that to know the private you want to active everything else is good. You're just going to save it very simple to make a set so
I just added it Big Data Sync tests. It's right up at the top, nice and easy. So if I wanted to go in here. I just want to
See my results. This way I can just go in
And I can start editing records. So I was like okay
But before I go on, there's a question if we don't want our acquisitions on order or received the brokers published to OCLC into tiles change. How do we set that up. Good question, Jeanette.
You can unplug them if you don't want your on if you don't want them.
To get you can just make sure they're on flagged and then you can fly them and I can show you where you can flag them to do that, but that's a possible way to do it.
So if I went into here to edit my record which I'll show you. This is the same thing where you can see the flagging. So if I come into here.
I'm going to go into the leader, which is up here. I'm going to control that opens up the form. So here's my status oh five, I can just mark this as deleted or new
And I can save them release this record, she want to say me to record so other people can have access to them as well. But if I wanted to make sure that this one did not get export it World Cat. I would just make sure I clicked on don't publish
So if I go here, export and it's now don't publish, then it wouldn't publish. So maybe that's one of the processes you do, maybe you only run this report that the data sync once a week and then that way you have more time and control to make those changes so that they don't appear
So I'm going to make sure it says published a bit because I don't want the change. I'm going to File and Save and release record and I would make this change is multiple times I reply to about 1015 records just enough
That and I'm just going to go back just enough that I can see it worked.
And for local holdings is the same thing I could create a query for local holdings and for us like
And change any changes to the 66 so you can just go in and we can do this again, just so that you can see the process again. I don't wanna. I just wanna make sure you can clearly see that
So I would go into my leader control F, this is for testing purposes because like if you remove your holdings your item in your holdings when this job bronze it flags has been record as day deleted.
So it does that.
So maybe that's something you don't want to delete down to the record to market as deleted. It's a choice.
But also, that's why I'm testing if I deleted a chunk of records that they will also process and say that the holdings were update that they were removed that they're deleted and don't exist in our collection anymore. And once I have that result because
I think people aren't vacation this weekend. Good for them taking time off at all actually verse that well deserved time off to that.
I didn't get the results and it failed on me this morning because I didn't have a subdirectory so I will test this again and I will let y'all know my results.
So I can go in here. I can mark it as new if I wanted to see if that what that does. In the flagging when I do this and I go again because these are we're all migrated as they were migrated. They all over 35 are connected to the network zone.
They are marked as published their record.
And if I want to not publish it or if it's my holdings and I'm not writing a big job. But I just want to update my local holdings every once in a my my local holding records, every once in a while when I make changes, you would flag it here.
So I'm going to save and release this record.
And all is good. So then I don't know.
I don't want to view these records that match, they match in some way, then definitely usually not exact matches, they have some kind of identifying information that they matched on based on that actually breast algorithm.
So then this is what I'd be like to make an email, you know, send an email, either to the sleepers to actually say hey run a job for me. You do it in base camp on a publishing profiles for bid.
But you didn't want to make sure if you've made changes come into the publishing profile you activate it.
If you have it set up to your OCLC server. You make sure it's set to the I tech server.
And your you'll be good to you just want to make sure it's active. First, you would run the baseline, though. First, what I would do is I'd run this as a task you do the baseline and then go and make those changes. And then you'd set it to incremental to be able to do this.
So before I go to like just the local holdings. Anybody have any questions.
It the testing is kind of convoluted, but it's nice because it just solidifies that it actually works as expected. So, you know, it's just nice to have that once, whether you set this up, or it set up by Sunni, what will be really nice is that
You can test this before go live just to make sure it works. And again, you don't have to do it to a massive amount of records. So that's what's really important to now is like, it's always great to make sure it's doing what you expect.
So now as I like to do holdings. So I'm going to switch gears again snap, I wanted to do my holdings, because I know my holdings are on a special collection.
After go live Ellen says at go live. What will be checked off in the drop down as default
Which drop down in the publishing profile.
Okay, so let's go back in here.
Do you mean from the SF TP server which which drop down, please.
Come in. Then here's my publishing profile which this drop down or the server drop down. There's two drop downs.
Oh, in the Metadata Editor. Hold on, go live. What will be checked off. Okay, the first thing that will be checked off and babe records that have an O 35 that you know 35 that's LinkedIn networks on they will have
Publish if they will have the publish it.
Now it's an ice record. It doesn't have anything flagged as it should, because we don't want to have
Weird ice. So those records, we're going to end up finding or below. OCLC record in the network zone to link it to
Or maybe we won't, but we definitely don't want things in the zone just publishing to OCLC and
Adding records and say, you know what I mean, we don't want to do a new thing with we all have strange records in our ice zone, just, you know, institutional things that make no sense anybody but us
I'm going to cancel out of this. So I know for us all our bar.
holdings are in two locations. So if I wanted to do this, I would click on I want the permanent location and I'm going to do.
periodicals guess have to find it.
Right here, and I would just do search I pie, I have to do this for a couple of because we have some that
In different places, but for the most part they're all here. So I have 1186 records. So I could create a set here I could save the query, create a set
And somebody's going to show you that way. I if I save the query and I create a set, it just allows me to know which ones I've changed, go back and make any changes.
So it's funny that he is just no that's a Cadillac. I was just testing. We're going to try to go to one that people. We actually had something in the 866 so
Because I've added a lot of things. So I'm going to go to nutrition today and I can click on holdings here.
And as you can see I have my 866 it says retain one here. So maybe so we only have it for a year, maybe we're getting, you know, maybe we're going to retain it for two years, we're going to make a change, or something. I'm going to click here.
And then I wants to add. We're going to really retain this for
Retain current
Meeting. Oops. Can't Spell between current two years or something like that.
And I could just click File, Save and releases records. So now, but I would I would want to do is I want to also flag this because I know this is not flag. So what I can do is
I set to find. I want to view my graphic record so I can click here and so it will pop it open and split screen editor, but I have to click on this one click on Tools and now I could say export publish holdings only
And I'm not sure because I made that change it did that for me, which is interesting because I'm not hundred percent sure, but I'm going to test that out and I will verify that for you as well.
So I'm going to file and I'm going to save them. Release the record because it's already done. So it's possible that making the change has already done that. I don't want to look at the matches at this moment.
And I can just file and Satan releases. So what I'm gonna do is I'm going to go back. I'm gonna pick another one and see if it's flagged. I may have tested this one already. So I can't promise you anything. So I did it a while back.
So let's see, we have that I can just pull up
Let's go to geography teacher, and I'm going to click on holdings here.
And I'm going to edit this.
I'm just going to pop open that bibliographic record.
Just because I'm curious. And again, these are early on. So, these may all have been set to publish. Okay, this isn't set to publish holdings. So let's see if I make a change here does anything. And I'm just gonna say its volume 820 I'm so I'm taking
A lot of license here making these kinds of changes. I can just click on there to save it.
And I'm going to click back here and see if having done that, it didn't do it. So I must have changed that one. So you want to make sure if you've changed it. You want to make sure you flag that
So I'm glad that we just did that live so I don't have to give you feedback on that I must have tested that nutrition earlier. So you want to make sure that you if you make any changes to route 66 that you go to the record.
You go to Tools set management tags and you want to click Publish holdings only so
It's nice because it allows you to keep them up to date, because I think we all sometimes struggle with that and OCLC when it comes to cereals. So this is a nice way to do it. Then also will cut down on
You know request to things. Maybe we don't have. So I'm going to file and I'm going to save and release both records.
So other people can access the record of holding record.
So then I would just say hey you know if you're testing this
But you're not, you know, when Cisco live you know this stuff would just be happening automatically
But for testing purposes, once this is all set up, you just go to base camp or something and he actually just emailed to the general email saying, hey, please from the local holdings.
publishing data, same for us. We're testing it out. We just want to make sure it's working. But again, testing is only using the AI tech server.
Once you go live. It's the OCLC server and it is live so
The biggest thing is about testing useful and make sure you do it to the to our server. So you about six minutes. Are there any questions. Want me to go back and show you anything.
And at the very end, because I have to. I will do this because I'm going to do it from my system at the very end of the slides. I do have, how to, you know, create the query and run a job to to flag, all of them.
To update the local holding record you can do that with babe records to and a set that I just I just did it in case maybe want to start out that now your holdings are all synced up
Yes, all the settings, Alan are in my slides. They're pretty comprehensive because I didn't know who was going to be doing the training on these. So yes, they're very comprehensive
If you have anybody has any questions, you can email me reach out to me about this as Shannon said he's going to be sending out a request to do usually
If they want to need it is for them or each instance. If your institution is going to do it, which it's really not that hard to set up.
So the biggest thing is if you don't have a wheelchair account. You just need to set that up.
You're welcome, everybody. So any other questions.
And again, if something fails, like actually versus really good about communicating. So they're like, you need to do it to subdirectory that's why it failed so
Thank you, Gail for saying don't do it to your three you know your three digit code your code for your institution but do it to OCLC. That's awesome. That was super helpful and did not know that. So thank you, Gail.
And thank you, Elena for catching my spelling errors and everybody's help so you're testing, something's going on X sleepers can help you. I can try to troubleshoot as well. So feel free to reach out
So there's no other questions. Thank you everybody for joining and have a great day.