load profile manual edit pford - innovative interfaces · pdf fileload profile training ii ......

LOADPROFILETRAININGMANUAL

LoadProfileTraining

RevisionDate:2016-02-04

ThispublicationissuppliedfortheexclusiveuseofcustomersofInnovativewiththeunderstandingthatitshallnotbeshownordistributedtoanyoneoutsideofthecustomer'sorganizationwithoutthepriorwrittenpermissionofInnovative.Thispublicationmaybecopiedonlyifthecopiesarefortheexclusive

useofstaffmembersoflibrariesthathavepurchasedanInnovativesystem.

LoadProfileTraining

INTRODUCTION...........................................................................................................................................1

GOALSOFLOADPROFILETRAINING........................................................................................................1

TRAININGAGENDA..................................................................................................................................2

INNOVATIVERECORDSTRUCTURE..............................................................................................................3

RECORDTYPES.........................................................................................................................................3

AuthorityRecords................................................................................................................................3

BibliographicRecords..........................................................................................................................3

ContactRecords...................................................................................................................................3

CourseRecords....................................................................................................................................4

Holdings/CheckinRecords...................................................................................................................4

InvoiceRecords....................................................................................................................................4

ItemRecords........................................................................................................................................4

LicenseRecords...................................................................................................................................5

OrderRecords......................................................................................................................................5

PatronRecords....................................................................................................................................5

ProgramRecords.................................................................................................................................5

ResourceRecords................................................................................................................................6

SessionRecords...................................................................................................................................6

VendorRecords...................................................................................................................................6

VolumeRecords...................................................................................................................................6

VARIABLE-LENGTHFIELDS...........................................................................................................................7

BibliographicRecords..........................................................................................................................8

OrderRecords......................................................................................................................................9

Holdings/CheckinRecords.................................................................................................................10

AuthorityRecords..............................................................................................................................11

ItemRecords......................................................................................................................................12

PatronRecords..................................................................................................................................13

FIXED-LENGTHFIELDS................................................................................................................................14

BibliographicRecords........................................................................................................................16

OrderRecords....................................................................................................................................17

LoadProfileTraining

Holdings/CheckinRecords.................................................................................................................18

AuthorityRecords..............................................................................................................................19

ItemRecords......................................................................................................................................20

PatronRecords..................................................................................................................................22

REGULAREXPRESSIONS.............................................................................................................................23

STANDARDM2BTABFILEEXTENSIONS......................................................................................................24

LOADTABLES:THEM2BTABFILES.............................................................................................................26

INTRODUCTION.....................................................................................................................................26

DATAELEMENTS....................................................................................................................................26

Element1:MARCTag........................................................................................................................26

Element2:NewMARCTag................................................................................................................27

Element3:Subfield............................................................................................................................27

Element4:Offset...............................................................................................................................29

Element5:NumberofBytes..............................................................................................................29

Element6:RecordType.....................................................................................................................30

Element7:Variable-LengthFieldGroupTag.....................................................................................30

Element8:FixedFieldLineNumber..................................................................................................30

Element9:MARCFormat..................................................................................................................31

Element10:Permanence..................................................................................................................31

Element11:PassNumber..................................................................................................................32

Element12:Special...........................................................................................................................32

GLOBALVARIABLEFUNCTIONS(AKATRIGGERS).......................................................................................33

@atab................................................................................................................................................33

@bldmarc..........................................................................................................................................34

@busy................................................................................................................................................35

@busy_file.........................................................................................................................................35

@call_sspace.....................................................................................................................................36

@callnum...........................................................................................................................................36

@cdate..............................................................................................................................................37

@clsi..................................................................................................................................................37

LoadProfileTraining

@comline...........................................................................................................................................37

@dflt..................................................................................................................................................37

@diac.................................................................................................................................................39

@diac_sub_table...............................................................................................................................39

@disp.................................................................................................................................................39

@holdsymb........................................................................................................................................40

@holdsymb_bn_command...............................................................................................................41

@holdsymb_first...............................................................................................................................41

@holdsymbtab..................................................................................................................................41

@init..................................................................................................................................................41

@item................................................................................................................................................42

@itemprefix.......................................................................................................................................42

@ldx...................................................................................................................................................43

@leader_utf8.....................................................................................................................................44

@link..................................................................................................................................................44

@locmerge........................................................................................................................................45

@m2b_multifund..............................................................................................................................46

@m2b_normalize_020......................................................................................................................47

@main...............................................................................................................................................47

@marc...............................................................................................................................................47

@msg.................................................................................................................................................47

@odate..............................................................................................................................................48

@ov_action........................................................................................................................................48

@ov_attach_delete...........................................................................................................................49

@ov_attach_insert............................................................................................................................50

@ov_priority......................................................................................................................................50

@ov_priority_action..........................................................................................................................51

@ov_priority_type.............................................................................................................................51

@ov_protect......................................................................................................................................52

@ov_rec_number..............................................................................................................................55

LoadProfileTraining

@ov_tag............................................................................................................................................56

@ov_tagCONFIRMATIONTESTS.......................................................................................................58

@ov_title...........................................................................................................................................60

@password........................................................................................................................................61

@poprint...........................................................................................................................................61

@pre_map.........................................................................................................................................61

@rdate...............................................................................................................................................62

@recs.................................................................................................................................................62

@rep_call(or@repcall).....................................................................................................................62

@speriod...........................................................................................................................................62

@test.................................................................................................................................................63

@title.................................................................................................................................................63

@year_2000......................................................................................................................................63

SPECIALPROCESSINGFUNCTIONS.............................................................................................................64

%001..................................................................................................................................................64

%008..................................................................................................................................................65

%bracket............................................................................................................................................65

%dedup_item_call.............................................................................................................................66

%dedup_item_call_norm..................................................................................................................66

%encryptpin.......................................................................................................................................66

%first..................................................................................................................................................66

%foreign.............................................................................................................................................67

%last..................................................................................................................................................67

%map.................................................................................................................................................67

%noencryptpin...................................................................................................................................68

%replace............................................................................................................................................68

%strip_blanks.....................................................................................................................................68

%vendaddr.........................................................................................................................................68

COMMANDFUNCTIONS............................................................................................................................69

TRANSLATIONTABLES:THEM2BMAPFILES..............................................................................................72

LoadProfileTraining

GLOBALVARIABLEFUNCTIONS(AKATRIGGERS)...................................................................................72

@delimiter=<char>............................................................................................................................72

@case=true........................................................................................................................................72

@bar_subfield=true...........................................................................................................................72

@stop_on_map=true........................................................................................................................73

DATAELEMENTS....................................................................................................................................73

SyntaxforComparisonExpressions...................................................................................................74

SyntaxforReplacementExpressions.................................................................................................76

SAMPLETRANSLATIONTABLES(M2BMAPFILES)..................................................................................77

SimpleLocationCodeTranslationTable,m2bmap.loc1....................................................................77

LocationCodeTranslationTablewithRegularExpressions,m2bmap.loc2.......................................77

ItemTypeTranslationTable,m2bmap.itype.....................................................................................77

DateTranslationTable,m2bmap.date..............................................................................................77

NOTESONUSINGM2BMAPFILES.........................................................................................................78

AvoidingUnwantedCaseChanges....................................................................................................78

OrderofLinesinam2bmapFile........................................................................................................78

MappingFixed-LengthFields.............................................................................................................79

CommandFunctionsandSpecialProcessingFunction%map...........................................................80

LOADBUTTONS:THEM.MARCLOAD.LOCALFILE......................................................................................81

GLOBALVARIABLEFUNCTIONS(AKATRIGGERS)...................................................................................81

@HEADER=<header>.........................................................................................................................81

@MAXFILES=<n>...............................................................................................................................81

@MAXBYTES=<n>..............................................................................................................................81

@DIRNAME=<dir>.............................................................................................................................81

@MENULINES=<n>............................................................................................................................81

DATAELEMENTS....................................................................................................................................82

THELOADPROFILEMAINTENANCEMODULE............................................................................................85

HOWTOEDITANEXISTINGLOADTABLE(M2BTAB).............................................................................85

HOWTOCREATEANEWLOADTABLE(M2BTAB).................................................................................89

HOWTOCREATEANEWTRANSLATIONTABLE(M2BMAP)..................................................................93

LoadProfileTraining

HOWTOCREATEANEWLOADBUTTON(M.MARCLOAD.LOCAL).........................................................96

HOWTOADDANOTETOALOADTABLE(M2BTAB).............................................................................99

HOWTOTURNOFFANINSTRUCTIONINALOADTABLE(M2BTAB).....................................................99

HOWTOLOADRECORDSASNEW(M2BTAB)........................................................................................99

HOWTOLOADALTERNATEALPHABETSANDDIACRITICS(M2BTAB)..................................................100

PROFILINGFROMSTARTTOFINISH.........................................................................................................101

HOWTOANALYZEDATA......................................................................................................................103

ISSUESTOBECONSIDEREDWHENCREATINGANEWLOADTABLE....................................................105

HOWTOTESTANEWM2BTABAND/ORM2BMAPFILE.....................................................................107

SUPPORTFROMINNOVATIVE..................................................................................................................111

CONSULTATION...................................................................................................................................111

TECHNICALASSISTANCE......................................................................................................................111

PROFILINGSERVICES............................................................................................................................111

PRACTICEANDTRAININGEXERCISES.......................................................................................................112

PRACTICEEXERCISE1:..........................................................................................................................112

CopyingandEditinganExistingLoadTable.....................................................................................112

SpecifyingRecordTemplates,theCat.DatefieldandCreatingLinkedRecords.............................116

TroubleshootingLoadTables101....................................................................................................117

ApplyingRequiredChangestoanExistingLoadTable....................................................................118

OverlayingofBibliographicRecords................................................................................................119

TRAININGEXERCISE1:.........................................................................................................................120

CreatingandEvaluatingLoadTableEntries....................................................................................120

PracticeApplyingOverlayTriggers..................................................................................................122

UsingSpecialFunctions...................................................................................................................123

LoadProfileTraining

TranslationTables(m2bmap)..........................................................................................................124

APPENDIX1–BIBLIOGRAPHICANDITEMLOADTABLE...........................................................................125

STANDARDBIBLIOGRAPHICANDITEMRECORDLOADPROFILEFORBATCHLOADS(m2btab.batch) 125

APPENDIX2–BIBLIOGRAPHICANDORDERLOADTABLE........................................................................128

STANDARDBIBLIOGRAPHICANDORDERRECORDLOADPROFILEFORBATCHLOADS(m2btab.order).............................................................................................................................................................128

APPENDIX3–BIBLIOGRAPHICLOADTABLEFORAUTHORITYCONTROLPROJECT.................................132

BIBLIOGRAPHICLOADPROFILEFORAUTHORIZEDHEADINGS(m2btab.lti)........................................132

APPENDIX4–AUTHORITYLOADTABLES................................................................................................135

APPENDIX4A–STANDARDAUTHORITYRECORDPROFILE(m2btab.a)...............................................135

APPENDIX4B–STANDARDNAMEAUTHORITYPROFILE(m2btab.anam)...........................................137

APPENDIX4C–STANDARDSUBJECTAUTHORITYLOADPROFILE(m2btab.asub)...............................139

APPENDIX5–PATRONLOADTABLE.......................................................................................................141

STANDARDPATRONLOADTABLE(m2btab.P).....................................................................................141

WHAT’SNEW(2015-12-31).....................................................................................................................143

WHAT’SNEW(2011-07-07).....................................................................................................................143

WHAT’SNEW(2011-04-06).....................................................................................................................143

INTRODUCTION

GOALSOFLOADPROFILETRAINING

BytheendofLoadProfileTraining,participantsshouldbeableto:

• UnderstandthestructureoftheInnovativedatabase,including:

§ Innovativerecordstructure§ Variable-lengthandfixed-lengthfieldsineachrecordtype§ Fixed-lengthfieldvalues

• Understandtheloadprofilesalreadyinplaceonthesystem

• Updateandcreateloadprofilesforthefollowingrecordtypes:bibliographic,authority,patron,item,orderandholdings/checkin.AllrecordtypesneedtobeprovidedinMARCformat

• Befamiliarwiththeissuesthatneedtobeconsideredforeachnewloadprofile,including:

§ Overlaysettingsforthefollowingrecordtypes:bibliographic,authorityandpatron.Overlayoflinkedrecordsisnotsupportedwiththisworkshop

§ Protectingfieldsinthebibliographic,authorityorpatronrecordfromoverlay§ UsingRecordTemplates§ Attachingitem,order,andholdings/checkinrecords§ Derivingcallnumbersandlocationcodes

• Updateexistingloadprofiles

• Createnewloadprofiles

• Createsimpletranslationtables(forexample,totranslateanalphabeticvalueintheincomingdataintoanumericvalueintheInnovativerecord)

• AddmenuoptionstoallowforbatchloadingfilesofMARCrecordsusingthenewloadprofiles

• Testloadtablesandtranslationtablesbeforeputtingthemintoproduction

LoadProfileTraining

TRAININGAGENDA

DayOne

Introductions

Reviewoftraininggoals

ReviewofInnovativerecordstructure

Anatomyofadataload

Loadtables(m2btabfiles)

Reviewofstandardloadprofiles

GlobalVariableFunctions(@)

DayTwo

Questionsfromdayone

SpecialProcessingFunctions(%)

CommandFunctions(#)

Translationtables(m2bmapfiles)

Dataanalysisbeforeprofiling

Menuoptionsforlocallycreatedloadprofiles

ViewingafileofMARCrecords

Them.marcload.localfile

Testloadingrecords

Review

SupportfromInnovative

DayThree(Workshop)

Loadprofileforanauthoritycontrolproject

Loadprofileforpatronrecords

Loadprofileforloadingbibliographicrecordswithattachedorderrecords

Loadprofileforloadinge-bookbibliographicrecords

LoadProfileTraining

INNOVATIVERECORDSTRUCTURE

AllrecordtypesintheInnovativesystemcontainfixed-andvariable-lengthfields.

RECORDTYPES

AuthorityRecords

Authorityrecordsdonotlinktootherrecords.

Authorityrecordsareusedtoredirectasearchfromasubject,name,ortitleheadingthatisnotusedinalibrary'scatalog(theinvalidform)toonethatisused(thevalidform).InnovativesupportsthefullMARCformatforauthorityrecords.EachtypeofauthorityrecordmustbeloadedthroughitsownloadtabletoensurethattheMARCfieldsareassignedtothecorrectfieldgrouptagwhichallowsthemtobeindexedappropriately.

BibliographicRecords

Abibliographicrecordmaylinkto:

• 300holdings/checkinrecords

• 5000itemrecords

• 200orderrecords

• 5000volumerecords

Bibliographicrecordsrepresentonetitleinyourcollection.Bibliographicrecordsmaybestoredinabriefnon-MARCformatorinthefullMARCformat,includingMARCtags,indicators,subfieldcodes,anddiacritics.Thecallnumbermaybeinthebibliographicand/ortheitemrecord.

ContactRecords

Acontactrecordmaylinkto:

• anunlimitednumberofresourcerecords

Contactrecordscontaininformationaboutcontactsforelectronicresources.TheloadingofcontactrecordswillnotbecoveredinLoadProfileTraining.

LoadProfileTraining

CourseRecords

Acourserecordmaylinkto:

• anunlimitednumberofbibliographicrecords

• 350itemrecords

Courserecordscontaindataaboutcoursesthathavematerialonreserve.TheloadingofcoursereserverecordswillnotbecoveredinLoadProfileTraining.

Holdings/CheckinRecords

Holdings/Checkinrecordscannotexistalone.Asingleholdings/checkinrecordmaylinkto:

• onebibliographicrecord

• 1000itemrecordsformonographicholdings

Holdings/Checkinrecordscontaindataaboutserialsissues.Checkincardsexistwithinholdings/checkinrecords.Holdings/Checkinrecordsareusuallystoredinnon-MARCformat,butcertainfields(mostnotably,callnumbers)maybestoredwithMARCtags.Thistrainingwillnotcoverloadingholdings/checkinrecordswithcheckincards.

Ifyourlibraryusesmonographicholdings,thisrecordisreferredtoasaholdingsrecordanditcanbelinkedtobibliographicrecordsandtomultipleitemrecords.

InvoiceRecords

Invoicerecordsdonotlinktootherrecords.

InvoicerecordscontaindatafromtheprocessofpayingformaterialsinSierraandMillenniumAcquisitions.TheloadingofinvoicerecordswillnotbecoveredinLoadProfileTraining.

ItemRecords

Itemrecordscannotexistalone.Asingleitemrecordmaylinkto:

• oneormorebibliographicrecords.1000bibliographicrecordsfor"boundwith"titles.Itisnotpossibletoachievethisviarecordloading;itmustbedonemanually

• oneormoreholdingsrecordsformonographicholdings

LoadProfileTraining

• onepatronrecord(circulationcheckouts)

Itemrecordsusuallyrepresentonecopyorvolume.Theitemrecordcontainsthebarcodeandothercopy-orvolume-specificinformation,butnobibliographicinformation.Thecallnumbermaybeinthebibliographicand/ortheitemrecord.

Itemrecordsareusuallystoredinanon-MARCformat,butcertainfields(mostnotablycallnumbers)maybestoredwithMARCtags.

LicenseRecords

Licenserecordscannotexistalone.Alicenserecordmaylinkto:

• oneormoreresourcerecords

Licenserecordscontaininformationaboutlicensedetailsforelectronicresources.TheloadingoflicenserecordswillnotbecoveredinLoadProfileTraining.

OrderRecords

Orderrecordscannotexistalone.Asingleorderrecordmaylinkto:

• 100funds• oneandonlyonebibliographicrecord• oneandonlyoneresourcerecord

Orderrecordscontainacquisitionsinformationaboutthetitle.Orderrecordsarestoredinanon-MARCformat.

PatronRecords

Asinglepatronrecordmaylinkto:

• 2100itemrecords(circulationcheckouts)

• oneormoresessionrecords

Patronrecordscontaininformationaboutpeoplewhousethelibrary.Patronrecordstypicallyoriginateinatextformat,whichisthenconvertedintoapseudo-MARCformatforloading.Oncetheyareloaded,patronrecordsarestoredinanon-MARCformat.

ProgramRecords

Programrecordscontaininformationaboutlibrary-sponsoredprogramsincludingdescription,feeandlocationinformationforpatronsandadditionallyalerts,publishing

LoadProfileTraining

datesandticklersforstaff.TheloadingofprogramrecordswillnotbecoveredinLoadProfileTraining.

ResourceRecords

Asingleresourcerecordmaylinkto:

• 1000licenserecords

• 1000contactrecords

• 1000orderrecords

• oneormoreholdings/checkinrecords

Resourcerecordscontaininformationaboutelectronicresources.TheloadingofresourcerecordswillnotbecoveredinLoadProfileTraining.

SessionRecords

Sessionrecordscontaininformationaboutlibrary-sponsoredprogramsincludingstartdateandtime,duration,status,instructor'scontactinformation,registrationlistandwaitlist.TheloadingofsessionrecordswillnotbecoveredinLoadProfileTraining.

VendorRecords

Vendorrecordsmaylinkto:

• anunlimitednumberoforderrecords.

Vendorrecordscontaininformationaboutbookandserialvendors.TheloadingofvendorrecordswillnotbecoveredinLoadProfileTraining.

VolumeRecords

Volumerecordsmaylinkto:

• onebibliographicrecord

• oneormoreitemrecords

Volumerecordscontaininformationaboutmulti-volumetitlesandtheassociatedbibliographicanditemrecords.TheloadingofvolumerecordswillnotbecoveredinLoadProfileTraining.

LoadProfileTraining

VARIABLE-LENGTHFIELDS

Variable-lengthfieldsarealwaysreferredtoinloadprofilesbytheiralphabeticfieldgrouptags.Youcangetalistofthefieldgrouptagsinyoursystemusingthefollowingcharacter-basedmenuoptions:

M>MANAGEMENTinformationI>INFORMATIONaboutthesystemC>CODESused

T>TAGSofvariable-lengthfields

***Seethefollowingpagesofbibliographic,order,holdings/checkin,authority,item,andpatronvariable-lengthfieldlists.***

Thestandardsystemvariable-lengthfieldsarelistedbelow,foruseintrainingonly.Individuallibrariesmayhavecustomizedtheirvariable-lengthfieldcodesand/orlabels.Pleasecheckyourlibrary’slistofvariable-lengthfieldsforexactvalues.

LoadProfileTraining

TAGS OF BIBLIOGRAPHIC VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO " BIB INFO _ LEADER c CALL # c a AUTHOR Wa t TITLE Wkt e EDITION p PUB INFO r DESCRIPT s SERIES Wat n NOTE Wt d SUBJECT Wd b ADD AUTHOR at u ADD TITLE t x CONTINUES z CONT’D BY w RELATED TO o BIB UTIL # o i STANDARD # i l LCCN g GOV DOC # g h LIB HAS k TOC DATA Wat y MISC 1 LOCATIONS

Pleasecheckyourlibrary’slistofvariable-lengthfieldsforexactvalues.Thisisespeciallyimportantwhenwritinginstructionstoprotectfieldsinthebibliographicrecordfromoverlay. Seethe@ov_protectsectionformoreinformation.

LoadProfileTraining

OrderRecords

TAGS OF ORDER VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO # ORDER INFO i IDENTITY x FOR CURR n NOTE z INT NOTE s SELECTOR r REQUESTOR q VEN ADDR v VEN NOTE f VEN TITL # b PO INFO p BLANKET PO j TICKLER k TICKLERLOG 0 PAID 1 LOCATIONS 2 FUNDS 3 REC COPIES 4 LIST PRICE 5 REOPEN DAT 6 STATUS REP

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TAGS OF HOLDINGS/CHECKIN VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO $ CHECK INFO _ LEADER c CALL # i IDENTITY y CAPTIONS h LIB HAS n NOTE z INT NOTE q VEN ADDR v VEN NOTE f VEN TITLE # m MESSAGE w BIND INFO b BIND TITLE j TICKLER k TICKLERLOG 1 LOCATIONS 2 CKIN INFO 4 ROUTING

LoadProfileTraining

AuthorityRecords

TAGS OF AUTHORITY VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO % AUTH INFO _ LEADER o LC ARN z a NAME AUTHR at b NAME S FRM at c NAME SA at d SUBJ AUTH d e SUBJ S FRM d f SUBJ SA d t UT AUTH t u UT SEE FRM t v UT SA t n NOTE y MISC

Pleasecheckyourlibrary’slistofvariable-lengthfieldsforexactvalues.Thisisespeciallyimportantwhenwritinginstructionstoprotectfieldsintheauthorityrecordfrom overlay.Seethe@ov_protectsectionformoreinformation.

LoadProfileTraining

ItemRecords

TAGS OF ITEM VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO & ITEM INFO b BARCODE b c CALL # c v VOLUME m MESSAGE x INT NOTE y URL r RESER NOTE a ITEM FIELD 6 COURSE ID 7 SAVE ITEM

LoadProfileTraining

PatronRecords

TAGS OF PATRON VARIABLE-LENGTH FIELDS

FIELD GROUP TAG

LABEL INDEX TAG

! REC INFO ' PATRON INF n PATRN NAME n a ADDRESS h ADDRESS2 t TELEPHONE p TELEPHONE2 u UNIQUE ID u m MESSAGE b P BARCODE b z EMAIL ADDR = PIN 1 FAMILY ID

Pleasecheckyourlibrary’slistofvariable-lengthfieldsforexactvalues.Thisisespeciallyimportantwhenwritinginstructionstoprotectfieldsinthepatronrecordfrom overlay.Seethe@ov_protectsectionformoreinformation.

LoadProfileTraining

FIXED-LENGTHFIELDS

Toviewthecodevaluesandlabelsforfixed-lengthfieldsinSierra/Millenniumselect:Admin|Parameters|General.Themostcommononesthataretranslated/mappedare:

Branches(LocationCodes)Fixed-LengthCodes(MaterialType,ItemStatusandothers)ItemTypes

SeealsoAdmin|Parameters|Circulation

PatronTypePcode3

Inthecharacter-basedsystem,youcangetalistofthefixed-lengthfieldsandthecodesandlabelsinyoursystemusingthefollowingmenupath:

M>MANAGEMENTinformationI>INFORMATIONaboutthesystemC>CODESused

X>FIXED-lengthcodes

Asfixed-lengthfieldvaluesvarywidelyfromsystemtosystem,therearenostandardcodevaluestoincludeinthismanual.

Thefixed-lengthfieldvaluesintheincomingdatamustbedefinedinthevalidationtablesin Admin|Parameters|General or Circulation.Codevaluesthatareundefinedwillnotbeloaded;fixed-lengthfieldvaluesinRecordTemplateswillbeloadedinstead(seethediscussionofthe@dfltGlobalVariableFunction).

LoadProfileTraining

Fixed-LengthFieldsinLoadTables

Inloadtablesfixed-lengthfieldsarealwaysidentifiedbytheirlinenumberinaninternalfilethatdefineseachfield.Thisfileisnotaccessibletosystemusers.

Standardlabelsforfixed-lengthfieldsarelistedbelow,alongwiththeircorrespondinglinenumberwhichyouaddtotheloadtable.

TheInnovativeGuideandReferencealsogiveslinenumbersinthecolumnlabeledFieldNumberwhenyoufollowthelinksforeachrecordtypeonpageno.105775(Sierra/MillenniumReference|HowInnovativeSystemsStoreInformation|Fixed-lengthFields).Yoursystemmayusedifferentlabels,butthefunctionofthefixed-lengthfieldanditslinenumberarethesameoneveryInnovativesystem.

IfyouuseCreateListsyouseethelinenumberstotheleftofthefieldnamewhenconstructingtheBooleanSearch,forexample61ItemType.

Seethefollowingpagesofbibliographic,order,holdings/checkin,authority,itemandpatronfixed-lengthfieldlistsincludethefieldnameandcorrespondinglinenumber.

Somefixed-lengthfieldsarereservedforsystemuseonly,anditisnotpossibletoloaddataintothesefields.Onlythefieldsmarkedbelowwithanasterisk(*)maybeloadedviaaloadprofile.

Ifafixed-lengthfieldisnotloaded,itshouldbeprotectedfromoverlay.Seethediscussionofthe@ov_protectGlobalVariableFunction.

LoadProfileTraining

Boththeshortandlonglabels(ifoneexists)areshown.Asubsetoffixed-lengthfieldsarereservedforsystemuseonlyanditisnotpossibletoloaddataintothesefields.Fieldsmarkedwithanasterisk(*)maybeloadedviaaloadtable(AKAm2btabfile).

LINE # FIXED FIELD LABEL 024 LANG or Language* 025 SKIP or Skip* 026 LOCATION or Location* 027 COPIES or Copies* (Few libraries use this field) 028 CAT DATE or Cat. Date* (set via @cdate trigger) 029 BIB LVL or Bib Level (BCODE1)* 030 MAT TYPE or Material Type (BCODE2)* 031 BCODE3 or Bib Code 3* 089 COUNTRY or Country* 107 MARCTYPE or MARC Type* (Rarely used. Set via

defaults for new records.)

LoadProfileTraining

OrderRecords

LINE # FIXED FIELD LABEL 001 ACQ TYPE or Acq Type* 002 LOCATION or Location* 003 CDATE or Cat Date* 004 CLAIM or Claim* 005 COPIES or Copies* 006 CODE1 or Order Code 1* 007 CODE2 or Order Code 2* 008 CODE3 or Order Code 3* 009 CODE4 or Order Code 4* 010 E PRICE or Est. Price* 011 FORM or Form* 012 FUND or Fund* 013 ODATE or Order Date* 014 ORD NOTE or Order Note* 015 ORD TYPE or Order Type* 016 RACTION or Recv Action* 017 RDATE or Recv Date* 018 RLOC or Recv Location* 019 BLOC or Billing Location* 020 STATUS(O) or Status* (See NOTE below) 021 TLOC or Transit Location* 022 VENDOR or Vendor* 023 LANG or Language* 032 PAID DATE or Paid Date 033 INV DATE or Invoice Date 034 PAID AMT or Paid Amount 100 COUNTRY or Country* 106 VOLUMES or Volumes*

Manyorderrecordstatuscodesaresystem-generatedandcannotbeloaded.ONLYthefollowingorderstatuscodescanbesafelyloadedviaaloadtable:

a FullyPaidc SerialOnOrderd SerialPaido OnOrderz Cancelled1 Pending/OnHold2 ApprovalRejection

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LINE # FIXED FIELD LABEL 035 LABEL TYPE or Label Type* 036 SCODE1 or Serial Code 1* 037 SCODE2 or Serial Code 2* 038 COPIES or Copies* 039 CLAIMON or Claim On 040 LOCATION or Location* 041 RLOC or Recv Location* 042 VENDOR or Vendor* 118 SCODE3 or Serial Code 3* 119 SCODE4 or Serial Code 4* 120 UPDCNT or Update Count* 121 PCOUNT or Piece Count* 137 ECHECKIN or E-Checkin* (Serials E-Checkin servers only) 159 MEDIA TYPE or Media Type* (Serials E-Checkin

servers only) 266 INHERIT LOC or Inherit Location* (Monographic

Holdings records)

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AuthorityRecords

LINE # FIXED FIELD LABEL 111 AMARCTYPE or MARC Type* (Rarely used. Set via

defaults for new records.) 112 ACODE1 or Auth. Code 1* 113 ACODE2 or Auth. Code 2* 114 ASUPPRESS or Auth. Suppress*

LoadProfileTraining

ItemRecords

LINE # FIXED FIELD LABEL 057 BIB HOLD 058 COPY # or Copy No.* 059 ICODE1 or Item Code 1* 060 ICODE2 or Item Code 2* 061 ITYPE or Item Type* 062 PRICE or Price* 063 OUT DATE or Checkout Date 064 OUT LOC or Checkout Location 065 DUE DATE or Due Date 066 PATRON# or Patron No. 067 LPATRON or Last Patron 068 LCHKIN or Last Checkin 069 INV DATE or Inventory Date 070 IN LOC or Checkin Location 071 # RENEWALS or No. of Renewals 072 # OVERDUE or No. of Overdues 073 ODUE DATE or Overdue Date 074 IUSE3 or Item Use 3* 075 RECAL DATE or Recall Date 076 TOT CHKOUT or Total Checkouts* 077 TOT RENEW or Total Renewals* 078 LOUTDATE or Last Checkout Date 079 LOCATION or Location* 087 LOANRULE or Loanrule 088 STATUS or Status* (see NOTE below) 093 INTL USE or Internal Use* 094 COPY USE or Copy Use* 097 IMESSAGE or Item Message* 108 OPACMSG or OPAC Message* 109 YTDCIRC or Year-to-Date Circ* 110 LYCIRC or Last Year Circ* 127 AGENCY or Item Agency* (Consortium Management

Extensions Only) 161 VI CENTRAL or VI Central (INN-Reach only) 162 IR DLSSITE or IR Dist Learn Same Site 264 HLDG TAG or Holdings Item Tag* 265 INHERIT LOC or Inherit Location* (Monographic

Holding records)

***Seenextpageforacontinuationoftheitemfixe-lengthfields.***

LoadProfileTraining

Someitemstatusvaluesaresystem-generatedandcannotbeloadedviaaloadtable.ThefollowingitemstatuscodesCANNOTbeloaded:

n Billedt InTransitz ClaimsReturned$ LostandPaid! OnHoldshelfAtINN-Reachlibraries,thefollowingitemstatuscodesCANNOTbeloaded:@ OffCampus& Requested# <System>Requested% <System>Returned( <System>Paged) <System>Cancelled- <System>Re-Requested

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PatronRecords

LINE # FIXED FIELD LABEL 043 EXP DATE or Expiration Date* 044 PCODE1 or Patron Code 1* 045 PCODE2 or Patron Code 2* 046 PCODE3 or Patron Code 3* 047 P TYPE or Patron Type* 048 TOT CHKOUT or Total Checkouts* 049 TOT RENWAL or Total Renewals* 050 CUR CHKOUT or Current Checkouts 051 BIRTH DATE or Birth Date* 053 HOME LIBR or Home Library* 054 PMESSAGE or Patron Message* 055 HLODUES or Highest Overdues 056 MBLOCK or Manual Block* 095 CL RTRND or Claims Returned 096 MONEY OWED or Money Owed 099 FIRM* 101 BLK UNTIL or Block Until 102 CUR ITEMA or Current Item A 103 CUR ITEMB or Current Item B 104 PIUSE* 105 OD PENALTY or Overdue Penalty 122 ILL REQUES or ILL Request 123 DEBIT BAL or Debit Balance 124 CUR ITEMC or Current Item C 125 CUR ITEMD or Current Item D 126 PCODE4 or Patron Code 4* (Consortium

Management Extensions only) 158 PAT AGENCY or Patron Agency* (Consortium

Management Extensions only) 160 VP CENTRAL or VP Central (INN-Reach only) 163 CIRCACTIVE or Last Circ Activity* 263 LANG PREF or Preferred Language* (Staff

Interface or WebPAC in multiple languages) 268 NOTICE PREF or Notice Preference* 269 REG ON REC or Registrations on Record (Program

Registration Only) 270 TOTAL REG or Total Registrations (Program

Registration Only) 271 TOTAL ATTEND or Total Programs Attended

(Program Registration Only) 297 WAIT ON REC or Waitlists on Record (Program

Registration Only)

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REGULAREXPRESSIONS

Regularexpressionsareusedthroughoutthismanual.Listsofexpressionsyouarelikelytoencounterarebelow.PleaserefertoaUNIXguideormanualformoreinformationaboutmeta-charactersandregularexpressions(InnovativeusesUNIXinaNutshellandJohnMuster’sUNIXMadeEasy).

^ beginning of a line or string $ end of a line or string ^xx$ anchored expression – the string or line

contains only xx . any character .. two of any character * the single character that immediately precedes

the * occurs any number of times (including none)

.* any character occurring any number of times [ ] character class defining a single character [0-9] - within [] means a range of consecutive ASCII

characters, here a single digit which could be any of 0 through 9

[^x] ^ within [] means not, here any character that is not x

+ preceding character occurs one or more times ? preceding character occurs zero or one times

(rarely used) {} specify the number of times the preceding

character occurs [a-z]{2} two of any characters from a to z ( ) define strings ()$0 used in m2bmap files; the string defined by

the () is given a numeric label (counting starts at 0) for data manipulation, e.g., ([0-9]{2})$0 uses a label of 0 for any two digit number

\0 used in m2bmap files, the string labeled 0 is placed in the context of a larger string that will be loaded into a field

| default divider between elements in maps \ escape or turn off the meaning of the

following meta-character

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STANDARDM2BTABFILEEXTENSIONS

Theextensionofthem2btabfileidentifiesthetypeofrecordbeingconverted,forexample,m2btab.asubloadssubjectauthorityrecords.Standardm2btabfileextensionsthatyoumayencounteronyoursystemaregivenbelow.

m2btab extension Record type(s) to load .a Authority records from a bibliographic

utility (interactive downloading only) .amesh MeSH authority records .anam Name and title authority records .a sub Subject authority records .b Bibliographic and item records from a

bibliographic utility (usually OCLC) for interactive downloading and Z39.50 transfer

.batch Bibliographic and item records via batch loading

.bcard Bibliographic and checkin records with checkin cards

.bip Books in Print

.bo Bibliographic and order records from a bibliographic utility (interactive downloading)

.boven Bibliographic and order records from a book vendor

.bta Bibliographic and item records from initial data load

.catex Bibliographic and item records from OCLC's CatExpress product

.click Bibliographic and order records loaded via Quick Click

.conser Bibliographic CONSER serials records from OCLC

.course Course records

.fse Full screen editor (bibliographic records)

.fse.i Full screen editor (item records)

.fse.c Full screen editor (holdings/checkin records)

.holdings Bibliographic and holdings records in MARC 21

.net Bibliographic and order records from netLibrary

.order Bibliographic and order records via batch loading

.p Patron records

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m2btab extension Record type(s) to load .pcat Bibliographic, order, and item records with

invoice data from a book vendor (Extended Approval Plan Interface)

.rb Bibliographic and item records from RLIN

.r bo Bibliographic and order records from RLIN

.s df B&T Link

.t oc Table of Contents (TOC) data delivery from INN-View

.ts Bibliographic and order records from third party vendor, e.g., Title Source records

.vendor Vendor records

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LOADTABLES:THEM2BTABFILES

INTRODUCTION

TheloadtablesAKAm2btabfilesconvertMARCrecordstotheinternalstorageformatoftheInnovativesystem.

Forstep-by-stepinstructionsonhowtocreatenewandeditexistingm2btabfiles,seetheHOWTOCREATEANEWLOADTABLE(M2BTAB)andHOWTOEDITANEXISTINGLOADTABLEsectionsinthismanual.

DATAELEMENTS

Anm2btabentryconsistsoftwelvedataelements,separatedbytheverticalbarcharacter.Thetwelvedataelementsaredescribedbelow.

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12

Element1:MARCTag

TheMARCtag(s)andindicatorstobeconvertedoran'L'forLeader.TheMARCtagcanberepresentedbyanumber,arangeofnumbers,acomma-separatedlistofnumbersorrangesofnumbers,oraregularexpression.Thisfieldshouldbeprecededbytheforwardslashandcaret('/^')tobeinterpretedasaregularexpression.Iftheindicatorsarenotspecified,allindicatorswillbeloaded.WhenarangeofMARCtagsisused(suchas500-511below),it’snotpossibletospecifytheindicatorvalues;regularexpressionsshouldbeusedinsteadofarangeifindicatorvaluesarespecified.Someexamplesare:

500-511 Takedatafromfields500through511

L TakedatafromtheLeader

/^6...0 LCsubjectheadingsonly(2ndindicator=0)

Ifyouencounterfunctionsinthem2btabfilesonyoursystemthatarenotdescribedinthisdocument,donotchangethem.SomefunctionsaretoocomplextobechangedwithoutpurchasingprofilingservicesfromInnovative.

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/^6[0-5]..[01] LCandLCChildren'ssubjectheadingsonly(2ndindicator=0or1)fromMARCtags600-659

501,503,506-545 Takedatafromfields501,503,and506through545

Element2:NewMARCTag

Re-mapdatafromtheincomingMARCTag(Element1)intoaspecifiedNewMARCTagduringtheload.

Element3:Subfield

TheMARCsubfield(s)fromwhichthedataistobeextracted.SubfieldtagsandtheorderinwhichtheywillappearintheInnovativevariable-lengthFieldGroupTag(Element7)aredeterminedbythefollowingconventions:

% nosubfields(MARCtags001-009)

+ allsubfieldsintheorderfoundintheincomingrecord

-xyz allsubfieldsexcept|x,|y,and|z

x>y subfield|xinMARCfieldbecomessubfield|yinIIIfield

***SeenextpageforacontinuationofSubfield.***

OnlyaspecificMARCtagcanbeenteredhere(notaregularexpression).Also,tospecifyoneindicator,BOTHindicatorsmustbeentered,e.g.tomapa092MARCfieldtoa099MARCfieldwitha1stindicatorof9,youmustenteraspaceforthesecondindicator:

092|0999 |+|0|0|b|c|0|y|N|0|

Unlessotherwisespecified(seebelow),subfieldswillbeloadedintheorderinwhichtheyoccurintheincomingrecord.

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M<subfield>

Createsanewvariable-lengthfield(asspecifiedinElement7,Variable-lengthFieldGroupTag)foreachoccurrenceofthespecifiedsubfield.

S<integerandsubfield>

Extractonlythespecifiedoccurrenceofasubfieldandstoreitinanewfield.Thisisusedwhenanincomingfieldhasmultipleoccurrencesofasubfieldandyouwanttoextractonlyoneoftheoccurrences.Countingstartsat0,soforexample:

wouldextractdatafromthesecondoccurrenceofsubfield|a.

T PlacetheliteraltextstringcontainedinElement,Special,intotherecord.Theliteralstringstartswiththetwoindicatorsforthefield,followedbya'|'subfielddelimiter,asubfieldcode,andfinallythedata.Multiplesubfieldcodesmaybeentered.TheMARCtagthatiscreatedisdefinedinElement2,NewMARCTag.IfaMARCTagisspecifiedinElement1,thefieldwillbecreatedONLYiftheMARCtagexistsintheincomingbibrecord.IfElement1isnotspecified,thefieldwillalwaysbecreatedwhenanewrecordiscreated.

***SeenextpageforacontinuationofSubfield.***

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Examples:

c>a:de Get|candconvertto|a;thenget|dand|einanyorder.

a:2 Get|a;thenget|2.

f:ac:e Get|f;thenget|aand|cinanyorder;finally,get|e.

/^949 1||Mn|0|0|i|n|0|n|N|1|

Eachsubfield|nina949MARCtagwillcreateaseparaten-taggedfieldintheoutputitemrecord.

/^949 1||S1a|0|0|i|x|0|n|N|1|

Loadthesecondoccurrenceof949subfield|ainthex-taggedfieldoftheitemrecord.

|655|T|0|0|b|d|0|y|N|0| 7|aElectronic books.

Insertthisfieldineachbibliographicrecord

655 7|aElectronic books.

Element4:Offset

Offsetpositionfromwhichtogetthedatainthefieldspecified(i.e.,008fieldorLeader).IftheSubfield(Element3)isasinglesubfield,thentheoffsetreferstothebeginningofthesubfield;otherwiseoffsetisignored.Theoffsetmustbesetto0whenloadingtheentirefield.Countingbeginsat0.

Element5:NumberofBytes

NumberofbytestotakefromthebeginningoftheOffset(Element4)orSubfield(Element3).Thiselementmaybeusedtolimitsizesoffields.Thenumberofbytesmustbesetto0whenloadingtheentirefieldforvariable-lengthfields,andwhenusingm2bmapfilestoloadfixed-lengthfields.Countingbeginsat1.

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Element6:RecordType

ThetargetInnovativerecordtypeinwhichtoloadthedata.Thechoicesarebforbibliographic,ofororder,cforholdings/checkin,aforauthority,iforitem,andpforpatron.TheRecordTypeelementneedstobeconsistentwithElement11,PassNumber.

Element7:Variable-LengthFieldGroupTag

Fieldgrouptaginwhichtoloadthedata.Eachlineinthem2btabcanmapdatatoavariable-lengthfieldortoafixed-lengthfield,butnottoboth.

Thiselementshouldbeablankspacewhenloadingintoafixed-lengthfieldandtheFixedFieldNumber(Element8)isnon-zero.

Element8:FixedFieldLineNumber

Thefixed-lengthfieldinwhichtoloadthedata.Eachlineinanm2btabcanmapdatatoavariable-lengthfieldortoafixed-lengthfield,butnottoboth.TheFixedFieldNumbershouldbe0whenloadingintoavariable-lengthfieldandtheVariable-lengthFieldGroupTag(Element7)isnon-blank.

***SeenextpageforacontinuationofFixedFieldNumber.***

TheVariable-LengthFieldGroupTagthatyouusemustbevalidinyoursystem’sTAGSOFVARIABLE-LENGTHFIELDStable.Ifitisnot,pleasecontacttheHelpDesktohaveInnovativedefinethefieldforyou.Toseethevalidfieldgrouptagsonyoursystem,followthispath:

M>MANAGEMENTinformation

I>INFORMATIONaboutthesystem

C>CODESused

T>TAGSofvariable-lengthfields

Eachrecordtypemayhaveupto26uniquevariable-lengthfieldgrouptags.Variable-lengthfieldgrouptagsarelimitedtolower-casealphabeticlettersonly,withafewexceptions–“1”forthebibliographicLocationsfieldand“=”forthepatronPINfield.

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Element9:MARCFormat

ThisdataelementdetermineswhethertheincomingfieldwillbestoredwithMARCtaggingandsubfields.Forfixed-lengthfields,thiselementshouldbesetto'n'.Seealsothe@marcGlobalVariableFunctionbelow.

y StoredataasMARC.Usuallyusedforvariable-lengthfields.

n Storedataasnon-MARC.Alwaysusedforfixed-lengthfields.

Element10:Permanence

ThePermanenceflagdetermineshowlongdatainthisfieldisretainedduringinteractivehardwiredserialportinterfacedownloading.Valuesare:

N Fieldisnotretained,i.e.,thefieldneedstobestoredineveryincomingrecordinordertobeloaded.

G Fieldisretainedforallsubsequentrecords,untilthenextrecordcontainingthefield(orcontainingacommandlinecommand)resetsit.Mnemonic:Global.Rarelyused.

Fixed-lengthfieldsaredefinedinaninternalsystemtableandareidentifiedbytheirlinenumberinthisfile.Seethe“FIXEDFIELDSINLOADPROFILES”sectionabovefortheappropriatenumberforeachfield.

TheInnovativeGuideandReferencealsogivesfixedfieldlinenumbers(inthecolumnlabeledFieldNumber)whenyoufollowthelinksforeachrecordtypeonpageno.105775(Sierra/MillenniumReference|HowInnovativeSystemsStoreInformation|Fixed-lengthFields).

Any“G”valuesareignoredwhenrecordsaredownloadedusingInnovative’sOCLCNetworkedInteractiveInterface.

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Element11:PassNumber

ThePassNumberdetermineswhenthelineisreadduringtheconversion.Thebaserecordtype(pass0)isreadandcreatedfirst,andsubsequentpassnumbersarereadlater.ThiselementneedstobeconsistentwithElement6,RecordType,andwiththeGlobalVariableFunction@link.Valuesare:

0 firstpassforbaserecordtype

1 secondpassforlinkedrecordsgeneratedbythe@linkfunctioninElement12,Special.

2 thirdpassforlinkedrecordsgeneratedbythesecond@linkfunctioninElement12,Special(ifmorethanonetypeoflinkedrecordwillbecreated)

Inthefollowingexample,itemrecordswillbecreatedinthesecondpass:

@link="i:1:945" ^pass

Element12:Special

Ifthefirstcharacterofthisfieldisoneofthethreecharacterslistedbelow,thecorrespondingpredefinedspecialroutineisapplied:

@ GlobalVariableFunction

% SpecialProcessingFunction

# CommandFunction

AnentryintheSpecialelementthatbeginswithanyothercharacterisacomment,unlessTisusedinElement3,Subfield(seeabove).WhenElement3containsT,theSpecialelementcontainsthedatatobeinserted.Theliteralstringstartswiththetwoindicatorsforthefield,followedbya'|'subfielddelimiter,asubfieldcode,andfinallythetexttobeinserted.Multiplesubfieldcodesmaybeentered.Forexample,Element12mightcontainthefollowingwhenElement3containsaT:

00|aItems without bib records

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GLOBALVARIABLEFUNCTIONS(AKATRIGGERS)

Whenm2btabisread,itisscannedforGlobalVariableFunctions(GVFs),whichassignvaluestospecifiedglobalvariables.Theseinturncontrolvariousaspectsofhowthemarc2innprogramprocessesthesourcerecord.

GlobalVariableFunctionshavetheformat@name("string")or@name="string",wherenameisthenameofthefunctionandstringisitsvalue.FormanyGlobalVariableFunctions,settingthevaluetotheNULLstring("")cancelsitseffect,althoughcommentingoutthelineispreferred(seeHOWTOTURNOFFANINSTRUCTIONSINALOADTABLEsectioninthismanual).

CertainGlobalVariableFunctionscanbesetwithinteractivecommands.Toallowacommandlinecommandto"trigger"aGlobalVariableFunction,precedetheGlobalVariableFunctionwithacommandfunction(e.g.,#com="recs"@recs="b").

@atabStandardvalue:"a"

Specifiesthesuffixofthetabletobeusedforconvertingauthorityrecords(e.g.,@atab="a"usesm2btab.a;"a"isthedefault).Thismeansthatwhenanauthorityrecordisencounteredwhendownloadingbibliographicrecords,theloadingprogramautomaticallyswitchestothetablespecifiedby@atab.Whenanon-authorityrecordissubsequentlyencountered,theprogramswitchesbacktothetablespecifiedbythe-fflaginthemarc2innlineinthem.marcload.localfile.Thiscommandonlyappliestointeractivedownloads.Itisnotrecognizedinbatchrecordloads.

Ifthetableloadedbythe@atabcommanddoesnotcontainthefunction"@main=a",theloadingprogramwillgenerateanerrorandwillnotswitchtothealternatetable.

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@bldmarcStandardvalue:""(null)

ControlstheconstructionofthecallnumberfieldinRLINtransfers(notapplicableforOCLC).ThevaluespecifiestheMARCtagofthefieldintowhichthecallnumberistobeconstructed,followedbyalistoftheMARCtagsandsubfieldsintheincomingrecordfromwhichtobuildthefield.Thecallnumbertagmustbeseparatedfromthefield/subfieldlistbyacolonandaspace.EachincomingMARCfield/subfieldgroupinthelistmustbeenclosedinsquarebrackets(e.g.,[090a]or[950ab]).Forexample:

@bldmarc="090: [950ab]"

IfthecallnumberfieldisbuiltfrommultipleMARCfieldsand/orsubfieldsintheincomingrecord,theyappearasalist,withanimplicitANDappliedtotheelements.Nospacesorpunctuationcanappearbetweentheelements.Forexample:

@bldmarc="090: [090a][950bc][955d]"

Thismeansthatthecallnumberfieldisbuiltfromthefollowingcomponentsoftheincomingrecord:

subfield|aofMARCfield090ANDsubfields|band|cofMARCfield950ANDsubfield|dofMARCfield955

AconditionalORmaybeappliedtotwoormorefieldsfromtheincomingrecordbyseparatingtheincomingMARCfield/subfieldgroupswiththeverticalbarcharacter('|').Thefirstofthesegroupsthatisfoundintheincomingrecordisusedforthecallnumberfield.Forexample:

@bldmarc="090: [090ab]|[950a]|[050c]|[955ab]"

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TheorderoftheseMARCfield/subfieldgroupsdeterminesthepreferenceorder.Intheaboveexample,ifan090isfoundintheincomingrecord,itwillbeusedforthecallnumberandnothingwillbetakenfromthe950,050,or955fields.Similarly,ifno090isfound,buta950fieldisfound,the950isusedforthecallnumberandnothingistakenfromthe050or955.

ANDandORlogicmaybemixed.Insuchacase,theORportion(s)ofthevaluemustbeenclosedinparentheses,asinthefollowingexample:

@bldmarc="090: [950d]([950ab]|[090ab])[950e]"

@busyStandardvalue:"y"

Specifieswhatactiontotakeifarecordisbusyduringanattempttooverlay.Possiblevaluesare:

y=accept,loadanewrecordn=reject,donotloadanewrecord

@busy_fileStandardvalue:Notused

SpecifiesthenameofafiletowhichnewMARCrecordsarewrittenwhenthetargetrecordofanoverlayisbusy.Thisfilemaylaterbeusedasinputtotheloadingprogramtodotheoverlayaftertherecord(s)havebeenunbusied.Forexample:

@busy_file="filename.lmarc"

Ifthespecifiedfilealreadyexists,newMARCrecordsareappendedtoit.The@busytriggershouldbesetto"n"tocreatethisfile.

Itisimportantthatyourbusyfilenamehasthesameextension(*.lmarc)asthefileyouoriginallyloadedsothatitwillappearinthelistoffilestoload.

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@call_sspaceDefaultvalue:"n"

Usecall_sspace="y"tostripspacesbeforeaperiodinacallnumber.

@callnumStandardvalue:"nnnny"

Thisfunctionconsistsoffive"on/off"flagswhichcontrolvariousaspectsofcallnumberconstruction.Itsprimaryuseistodeterminewhenandhowtoaddpre-stampsorpost-stampstocallnumbers.Changethestandardvalueonlyifpre-stampsandpost-stampsareused.Thisfunctionisfrequentlyfoundbutrarelyusedinloadprofiles.

"Inputstamps"arestringsinfrontoforbehindthefour-characterholdingsymbol,whichislistedintheOCLC049fieldintheMARCrecord."Autostamps"arespecifiedintheholdingsymboltableentryforthegivenholdingsymbol.Aflagisswitched"on"bya'y'ora't'intheappropriatepositioninthestring;an'n'orothercharacterswitchesit"off".Anexampleis:

123456 @callnum="yyyyy090"

FirstFlag.IfthereisnocallnumberintheMARCrecord,assembleacallnumberfromautostamps(derivedfromtheholdingsymboltable).

SecondFlag.Placeinputstampsinthecallnumberfield.Theorderofplacementisdeterminedbythenexttwoflags.

ThirdFlag.Putautopre-stampfirstwhenprependinganautopre-stampandaninputpre-stamptothebeginningofthecallnumber.Otherwise,theinputpre-stampgoesfirst.

FourthFlag.Putautopost-stampfirstwhenappendinganautopost-stampandaninputpost-stamptotheendofthecallnumber.Otherwise,theinputpost-stampgoesfirst.

FifthFlag.CallnumberisstoredinMARCformat.Ifanumberfollows,usethatastheMARCtag;otherwise,usethetagspecifiedintheholdingsymboltableforthegivenholdingsymbol.

OptionalElement.MARCtagforcallnumberwhenstoringinMARCformat.

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@cdateStandardvalues:Batchload:"n"Interactivedownload:"y"

DetermineswhichdateisenteredintotheCATDATEfieldinthebibliographicrecord.When@cdate="y",thesystemdateisused.When@cdate="n",thedateinthenewrecorddefaulttemplatespecifiedby@dfltisused.Acatalogdatekeyedonthecommandline(#com="ct")willoverridethissetting.

TheCATDATEprintsontheNewHeadingsReportandcanassistinauthoritycontrolwhenthesystemissettodisplayonlybibliographicrecordswithcompletedCATDATEfieldsintheNewHeadingsReport.

@clsiStandardvalue:"n"

If@clsi="y"upto6000bibliographicrecordnumbersarewrittentoacircularfilefortransfertoaforeigncirculationsystem.

@comline

/^949 ||a|0|400| | |0|n|G|0|@comline

Inthisexample,the949field(withblankindicators)isdefinedasthecommandline.Allofthecommandsmustgointosubfielda,followingtheformattingthatisdiscussedintheInnovativeGuideandReferencestartingonpageno.101512.Thecommandlinemaybeupto400characterslong.Thislineshouldbecommentedwitha#symbolifitshouldnotbeusedduringthedataload(seeHOWTOTURNOFFANINSTRUCTIONSINALOADTABLEsectioninthismanual).

@dfltStandardvalue:""(null)

Specifiesthedefaulttemplateforeachrecordtypethatshouldbeusedtoinsertfixed-lengthfielddataiftheincomingrecordhasnovalueforafixed-lengthfield.Ifadefaulttemplateisnotspecifiedintheloadtable,thefirstdefaulttemplatelistedinthesystemisused.

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Example:

/^999||o|0|20| | |0|n|G|0|#com="dflt"@dflt="bib,order"

Inthisexample,bibliographicrecordswillbeloadedusingthedefaulttemplatenamed"bib"andorderrecordswillbeloadedusingthedefaulttemplatecalled"order."

InMillennium,youcanview,editandcreatedefaulttemplatesviathe Admin|Settings|RecordTemplates tab.

Inthecharacter-basedsystem,followthepath:

A>ADDITIONALsystemfunctions

A>ALTERsystemparameters

D>DEFAULTSfornewrecords

Whencreatingdefaulttemplates,it’sagoodideatospecifyvaluesinallthefixed-lengthfields,evenifit’sa“-“foranullvalue.Iftheincomingrecordhasnovalueforthisfixed-lengthfieldandthefixed-lengthfieldisleftblankinthedefaulttemplate,itmaynotbepossibletoeditthatfixed-lengthfieldaftertherecordhasbeenloaded.

The@dflttriggercanbealteredforanyloadtableinthecharacter-basedsystemviathismenupath:

A>ADDITIONALsystemfunctions

A>ALTERsystemparameters

S>SYSTEMcodes

O>SetsystemOPTIONS

D>DATABASEmaintenance

23>Changedefaultsusedinrecordloading*

*Thelinenumberforchangingdefaultsmayvaryatyourlibrary.

An“X”identifiesthedefaulttemplatecurrentlyinusefortheselectedloadtable.

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@diacStandardvalue:""(null)

DetermineswhethertouseanexternaltabletoreplacediacriticswithRomanletters(theirnearestASCIIequivalent)inthespecifiedrecordtypes.

A"y"(@diac="y")meansusethesystemtablethattranslatesdiacriticstotheirnearestASCIIequivalent.Thissettingisstronglydiscouraged,asitirretrievablyremovesthediacriticsfromthedata.

ANULLstring(@diac="")meansdonotusethemappingtranslationtableandretainthediacriticsintheform{nnn}.

@diac_sub_tableStandardvalue:Notused

Specifiesthesuffixofadiac.*filetousefortranslatingdiacriticswhichhavethehighbitsetintoacurlybracedformwhichcanbeinterpretedbytheInnovativesystem.

ToloadUTF8encodeddata:|||0|0| | |0|n|G|0|@diac="" |||0|0| | |0|n|G|0|@diac_sub_table="utf8"

ToloadWindows-1252encodeddata:|||0|0| | |0|n|G|0|@diac="" |||0|0| | |0|n|G|0|@diac_sub_table="win1252"

@dispStandardvalue:"n"

Whentrue,printsdefaultfieldsandsettingsontheloggingprinter.Shouldalwaysbefalse(@disp="n")andonlytriggerablebythecommand"disp"(#com="disp").

Thepermanenceflag(element10)shouldalwaysbesetto“N”forthe@displine.

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@holdsymbStandardvalue:"049a"

TheMARCtagandsubfieldthatcontaintheholdingsymbolsreferredtointhem2bholdsymbtable.ThisfieldismostoftenusedwhendownloadingrecordsfromOCLC.Commonvaluesare:

OCLC @holdsymb="049a"

Theholdingsymbolisusedtodeterminethebibliographicrecord’scallnumberandlocationcodeusingthem2bholdsymbtable.Ifyourlibraryisnotusingm2bholdsymbtoderivelocations,callnumbersand/orsubjectheadings,andifthereisnoholdingsymbolfieldintheincomingrecord,the@holdsymbtriggerMUSTbesettonull(@holdsymb="").

Inthecharacter-basedsystem,theholdingsymboltablecanbeviewedviathis path:

M > MANAGEMENT information

I > INFORMATION about the system

C > CODES used

H > HOLDING symbols

1 > OCLC Holding Symbols (m2bholdsymb)

ContacttheCustomerServicesHelpDesktomakechangestothistable.

AdministratorswhohavehadAdvancedSystemAccessandAdministration (ASAA)trainingcanedittheirholdingsymboltableinMillenniumbychanging thecurrentmodeto ASAA andchoosingthedrop-downmenu Select file | Holding Symbol | Select.

FormoreinformationabouttheHoldingSymboltable,seepageno.105807of theInnovativeGuideandReference.

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@holdsymb_bn_commandStandardvalue:Notused

Ifthistriggerissetto"y"andthe@holdsymbtriggerisused,thecontentofthefieldspecifiedwiththe@holdsymbtriggerisignoredandthelocationcodespecifiedwiththe'*bn'commandwillbeusedforallsubsequentrecords.Bydefault(i.e.,withoutthistriggerbeingsetto"y"),thelocationcodespecifiedwiththe'*bn'commandisusedonlyfortherecordinwhichitappearsandthefieldspecifiedwiththe@holdsymbtriggerisused.

@holdsymb_firstStandardvalue:Notused

Ifsetto"y"andthecallnumberfieldselectedfromm2bholdsymboccursmultipletimes,thistriggercausesselectionofthefirstcallnumber.Bydefault,thelastcallnumberisselected.

@holdsymbtabStandardvalue:Notused

Specifiesanalternatem2bholdsymbfile(seeNOTEbelow),whichmustbenamedm2bholdsymb.ext,whereextisauniquefileextension.Thesyntaxis:

@holdsymbtab="ext"

@initStandardvalue:"n"

Whensetto"y",re-readsthem2btabtableandalltemplates.Shouldalwaysbefalse(@init="n")andonlytriggerablebythecommand"init"(#com="init").Thisfunctionhastheeffectofresettingallglobalvariablestotheirdefaultvalues(i.e.,clearingrememberedcommandlinevalues).

Ifyouneedtouseanalternatemr2bholdsymbfile,youwillneedtoasktheCustomerServicesHelpDesktocreateitforyou.

ThePermanenceflag(element10)shouldalwaysbe'N'forthe@initfunction.

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@itemStandardvalue:#com="i/a"@item

CausesthecreationofanitemrecordfromdatacontainedinaspecialMARCfield.ThetagoftheMARCfieldtouseisgivenbythe@linkGlobalVariableFunction.Thereareno"values"for@item;rather,thisfunctionistriggeredexclusivelybythecommandlinecommand"i"(#com="i/a")whichisusedtospecifythebarcodeoftheitemrecordtobecreated(e.g.,i=+709384).

Seealso@itemprefix,#com="i/a",and@link.

@itemprefixStandardvalue:""(null)

Automaticallysuppliesthebeginningdigitsofbarcodeskeyedatthecommandlinewiththe"i"command(#com="i/a").Itallowstheusertoavoidkeyingall14digitsofabarcode.Forexample,ifthestringissetto"31306,"onlythenineremainingnumbersofthebarcode,precededbya'+',needtobekeyedonthecommandline.Theitemprefixvaluecanbechangedbythecommandlinecommand"ip"(#com="ip").

Spacesareallowedinthepatternstring(e.g.,"31306").

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@ldxStandardvalue:""(null)

SpecifiesaMARCfieldforstoringtheInnovativerecordnumberforspecificrecordoverlays.Forexample,@ldx="907"willinstructthesoftwaretolookinfield907fortheInnovativerecordnumber.Iffound,theincomingrecordwillreplacetheexistingInnovativerecord.

Overlayofthebibliographicrecordvia@ldxcanbeaccomplishedbyspecifyingtheMARCtagthatcontainsanInnovativebibliographicororderrecordnumber.AnyMARCfieldfrom010-999maybeusedsincetherecordnumbermustbeinsubfield|a,although907isthemostcommonforbibliographicrecordnumbers,and935ismostoftenusedfororderrecordnumbers.MakecertainthattheMARCfieldyouchoosedoesnothaveanyotheruses.MARCfields001-009cannotbeusedsincethesefieldsdonothavesubfields.

Therecordnumbermustbestoredinsubfield|aofthesourcetagandmustincludethe"."prefixandInnovativecheckdigit(e.g.,907|a.b1000532).Iffield907isnotpresentordoesnotincludeanInnovativerecordnumber,thesystemusesthevaluedefinedwith@ov_rec_number.

Whennotusingthefunction,besuretousethestandardvalueof@ldx="".

InPromptCatloadtables,m2btab.pcat,thisGlobalVariableFunctionoften appearsas@ldx=”935”becausethe935tagintheincomingrecordcontainsthe Innovativeorderrecordnumber.ThisloadtableisusedwithintheAcquisitions module.Whenamatchisfoundontheorderrecordnumber,the@ov_action triggerdetermineswhetherthebibliographicrecordisoverlaid.

LoadProfileTraining

@leader_utf8

Ifsetto"y",theloadingprogramchecksbyte9oftheMARCleader.AccordingtotheMARC21format,leaderbyte9issetto"a"inUTF-8encodedrecordsandto""(blank)inMARC-8encodedrecords.Iftheloadingprogramfinds"a"inleaderbyte9,thesoftwaretranslatestheincomingUTF-8toitsUnicodevalue.

Seealso@diac_sub_table,whichcanbeusedinsystemswithoutUnicodestorage.

@linkStandardvalues:Itemrecords:"i:1:945"Orderrecords:"o:1:#1"

Governsthecreationofoneormorelinkedrecords.Formatis:

rectype:pass_no:[MARC tag][#link_ct][:tag[itag]]

pass_noisthenumber(1,2or3)correspondingtothePassNumber(Element11above).IftheoptionalMARCtagisnotspecifiedin@link,

#link_ctisthetotalnumberoflinkedrecordstocreate;datawithintheselinkedrecordsareloadedusingloadtableentriesthatmatchthePassNumber.Forexample:

@link=”o:1:#1”

createsonelinkedorderrecordfromPass1entries

IftheMARCtagisspecified,onelinkedrecordiscreatedforeachoccurrenceofthatMARCtagintherecord(link_ct,ifpresent,isignored).TheMARCtagcanbearegularexpression.Forexample:

@link=”o:1:960”

createsonelinkedorderrecordforeach960field

@link=”i:1:945”

createsonelinkeditemrecordforeach945field

@link=”c:1:852”

createsonelinkedholdings/checkinrecordforeach852field

Tocreateagenericitemrecordforeachbibliographicrecord,itemrecordcreationcanbetriggeredbythepresenceofa245taginthebibliographicrecord.Itemrecordfixed-lengthfielddatacanbespecifiedintheitemrecorddefaulttemplatedefinedinthe@dflttrigger.

LoadProfileTraining

@link=”i:1:245”

createsonelinkeditemrecordforeach245field.

Theoptionalelement:tag[itag]specifiesthatthenewlinkedrecordshouldbediscardedifthespecifiedtagortag/itagalreadyhasanindexentryforanotherrecordinthedatabase.Forexample:

@link=”i:1:945:b”

Thiswillcheckthebarcodeindexandpreventanewitemrecordfrombeingcreatedifanitemrecordwiththesamebarcodealreadyexistsinthedatabase.Thispreventsduplicateitemsfrombeingcreated.Bibliographicrecordsandotheritemrecordswillstillbeloaded;thediscardeditemrecordwillappearintheErrorreportforintheRecordLoadingStatistics.

Totemporarilycancelthistrigger,specifyitsvalueastheNULLstring(i.e.,@link="")orcommentouttheline(seeHOWTOTURNOFFANINSTRUCTIONSINALOADTABLEsectioninthismanual).

@locmergeStandardvalue:"y"

Whensetto"y",mergesbibliographiclocationswhenoverlayingabibliographicrecord.If@ov_action="a"(seebelow),thelocationsfromtheincomingrecordaremergedwiththoseintheexistingrecord:theincomingbibliographiclocationcodesareaddedtotheendofthevariable-lengthLOCATIONSfield(fieldgroup1),andthefixed-lengthLOCATIONfieldissetto“multi.”

If@locmergeissetto"n"orisabsent,thebibliographiclocationcodesintheexistingrecordwilldisappearwhentherecordisoverlaid,replacedbythebibliographiclocationcode(s)intheincomingrecord.

Ifvariable-lengthfield'1'isusedasoneofthevaluesofthe@ov_attach_inserttrigger(seebelow),thebehaviorofthattriggerwithrespecttobibliographiclocationswilloverridethe@locmergetrigger.

LoadProfileTraining

@m2b_multifundStandardvalue:Notused

SpecifiestheMARCtagand,optionally,subfieldsintheincomingrecordthatcontaindatausedbytherecordloadprocesstocreatemultiplecopy,location,andfundfieldsinorderrecords.Thevalueofthistriggerisinoneorfourparts,asshownbelow:

@m2b_multifund="MARCtag[:Copy,Location,Fund]"

Forexample:

@m2b_multifund="998:o,t,u"

Ataminimum,theMARCfieldmustbespecified.Ifthesubfieldsarenotspecified,thefollowingsubfieldsareusedasdefaults:

@m2b_multifund="988"

Copy Subfield o Location Subfield t Fund Subfield u

Thecopysubfieldcontainsacountofthetotalnumberofcopiesfortheorder.Thedatainthelocationsubfieldandfundsubfieldspecifyhowthistotalnumberofcopiesispartitionedamongthelocationsandfundsinacomma-separatedlistoflocationorfundcodesalongwiththenumberofcopiesineach.

Eachlocationorfundcodeisseparatedfromthenumberofcopiesforthatcodebytheforwardslashcharacter.Forexample,if8copieswerebeingdistributedtofourlocations,thecontentsofthelocationsubfieldmightlooklikethefollowing:

north/2,south/1,west/3,east/2

Similarly,ifthese8copieswerechargedtotwofunds,with3copieschargedtofundcode"aaa"andtheremaining5tofundcode"bbb",thecontentsofthefundsubfieldwouldlooklikethefollowing:

aaa/3,bbb/5

Tosummarize,ifthe@m2b_multifundtriggerlinewere:

|||0|0| | |0|n|G|0|@m2b_multifund="998:o,t,u"

theMARCfieldintheincomingrecordcouldbe:

998 |o8|tnorth/2,south/1,west/3,east/2|uaaa/3,bbb/5

LoadProfileTraining

@m2b_normalize_020Standardvalue:Notused

Whenthisfunctionissetto"y"andanoverlayispendingbasedontheISBNnumber,theISBNnumberinthe020fieldisnormalizedintheincomingandtargetrecordbeforecomparison.

Thefieldsarenormalizedbystrippingoutalldashes,spaces,andanycharactersfollowingthenumberitself.Iftheexistingrecordisoverlaid,thecompletecontentoftheincoming020field,includingalldashes,spaces,andextracharacters,isretained.

@mainStandardvalues:Authority:"a"Bibliographic:"b"Patron:"p"

Identifiesthebaserecordtype(themainrecordthatisbeingconverted).Possiblevaluesare"a","b",or"p".Ifyouchangethis,besuretocheckthevaluesof@ov_protectand@title.

@marcStandardvalue:(seebelow)

ControlswhichrecordtypesmaycontainMARCfields.TherecordtypemustbesetinthisfunctionifElement9,MARCFormat,willbesetto"y"foranylinesofthatrecordtypeinthetable.

Possiblevaluesare:

@marc="bic"recordtypesb,i,andccanhaveMARCfields

@marc="bo" recordtypesbandocanhaveMARCfields

@msgStandardvalue:varies

Textofthemessagethatprintsontheloggingprinter(orloggingwindow)ininteractiveinterfacesoratthetopofthescreeninbatchloadswhenanewm2btabtableisread(e.g.,"BIBLIOGRAPHICrecordswillbecreated").

LoadProfileTraining

@odateStandardvalue:"y"

DetermineswhetherthesystemdateisputintheOrderDate(AKAODATE)fixed-lengthfieldwhendownloadinganorderrecord.Possiblevalues:"y","n".

@ov_actionStandardvalue:"o"

Determineshowtoprocesstheincomingrecorddependingonhowmanymatcheswerefoundonthe@ov_tagvalue.PossibleactionsaretoINSERTthenewrecord,OVERLAYonanexistingrecord(observingprotectedfields),ATTACHanynewlinkedrecordstotheexistingrecord(butdonotoverlay),orREJECTthenewrecordaltogether.

Possiblevaluesare:

Value #Matches Action“a” 0 INSERT 1 ATTACH(“matchandattach”) 2ormore INSERT“b” 0 REJECT 1 ATTACH(“matchandattach”) 2ormore REJECT“c” 0 INSERT 1 ATTACH(“matchandattach”) 2ormore REJECT“d” 0 INSERT 1 OVERLAY–NOLINKEDRECORDSCREATED 2ormore INSERT (RLS2009B_1.4&Later)

Seealsothe@ov_attach_deleteand@ov_attach_insertfunctions,whichrequireanATTACHsettingin@ov_action.Whenusinganyofthe@ov_priorityfunctions(e.g.,@ov_priority_tag,@ov_priority_date),thevalueof@ov_actionmustindicateanOVERLAYorthe@ov_priorityfunctionswillnotbeprocessed

LoadProfileTraining

“e” 0 INSERT 1 ATTACH(“matchandattach”) 2ormore ATTACHtofirstmatchfound“o” 0 INSERT 1 OVERLAY 2ormore INSERT“p” 0 INSERT 1 OVERLAY 2ormore REJECT“r” 0 INSERT 1ormore REJECT“u” 0 REJECT 1 OVERLAY(seeNOTEbelow) 2ormore REJECT

@ov_attach_deleteStandardvalue:Notused

Valueisalistofvariable-lengthfieldgrouptags(andoptionallyMARCtags)tobedeletedfromthedatabasebibliographicrecordforanoverlayinitiatedby@ov_action="a","b",or"c".Forexample:

@ov_attach_delete="y(856)"

Ifattemptingtooverlayonaspecificrecordnumberviathe@ldxtrigger,the@ov_action="u"settingwillREJECTthenewrecordiftherecordnumberisnotfound,while@ov_action="o"willINSERTanewrecordunderthesecircumstances.

LoadProfileTraining

@ov_attach_insertStandardvalue:Notused

Valueisalistofvariable-lengthfieldgrouptags(andinRelease2009BoptionallyMARCtags)tobeinsertedintotheexistingbibliographicrecordfromtheincomingrecordwhenanoverlayisinitiatedby@ov_action="a","b",or"c".Thefieldgrouptagsmustbelistedinalphabeticalorder.Forexample:

@ov_attach_insert="n(590)n(591)v(995)y(035)"

Ifthevariable-lengthfieldgrouptag'1'(LOCATIONS)isusedasoneofthevaluesforthistrigger,fixed-lengthfield26(LOCATION)intheexistingrecordisoverlaidwiththelocationsfromtheincomingrecord,completelyreplacinganyexistinglocationsinthefield.Ifvariable-lengthfield'1'isNOTusedwiththistrigger,thevalueoffixed-lengthfield26isdeterminedbythe@locmergetrigger.If@locmerge="n"orisabsent,thelocationsintheincomingrecordareoverlaidwiththelocationsfromtheexistingrecord.If@locmerge="y",thelocationsintheexistingrecordandtheincomingrecordaremerged.

Seealsothedescriptionofthe@locmergetrigger.

@ov_priorityStandardvalue:Notused

Thisroutinesetsthepriorityofencodinglevelvaluescontainedinbyte17oftheMARCLeaderofincomingbibliographicrecords.Thisisconsultedwhenamatchedrecordistobeoverlaidbasedon@ov_action.Theformatisalistofcolon-separatedvaluesindescendingorderofpriority,readingfromlefttoright.

Thesyntaxis:

@ov_priority=":1:5:8:u:z"

Here,ablankisthehighestpriority,followedinorderby1,5,8,u,andz.Ifeithertheexistingrecordortheincomingrecordhascodesthatarenotin@ov_priority,oriftheexistingrecordhasnoencodinglevel(i.e.,no008MARCfield),thentheexistingrecordisoverlaid.Ifbothrecordshaveencodinglevelvaluesthatarefoundinthe

Useof@ov_priorityvarieswidelydependinguponthenatureandsourceoftheincomingdata.

LoadProfileTraining

@ov_prioritylist,thentheexistingrecordisoverlaidonlyiftheincomingrecord'spriorityisequaltoorgreaterthantheexistingrecord's.Thevalueof@ov_priority_actiondeterminestheactiontotakeiftheincomingrecord'spriorityislessthantheexistingrecord's.

@ov_priority_actionStandardvalue:Notused(defaultsto"r")

Specifiestheactiontobeperformediftheincomingrecord'sencodinglevel(asdeterminedby@ov_priority)islessthantherecordtobeoverlaid.

Possiblevaluesare:

aAttachtherecord

i Inserttherecord

r Rejecttherecord

Ifthisfunctionisnotinthem2btabfile,thenthevalueissetto"r".The@ov_actionvaluemustindicateanoverlay,forinstance@ov_action="o"

@ov_priority_typeStandardvalue:Notused(defaultsto"d")

Specifiestheactiontobeperformedbasedontheresultsof@ov_priority_tag'scomparisonofprioritiesoftheincomingrecordversustherecordtobeoverlaid.

Possiblevaluesare:

aOverlayifincomingpriorityislessthanexistingpriority

bOverlayifincomingpriorityislessthanorequaltoexistingpriority

c Overlayisincomingpriorityisequaltoexistingpriority

dOverlayifincomingpriorityisgreaterthanorequaltoexistingpriority

eOverlayifincomingpriorityisgreaterthanexistingpriority

LoadProfileTraining

@ov_protectStandardvalues:seebelow

Authorityrecords:

@ov_protect="a=F112-114V0123456789"

Bibliographicrecords:

@ov_protect="b=V023456789hy(962)k(970,971)n(972)"

Patronrecords:

@ov_protect="p=F48-50,54-56,95,96,99,101-105,122-125, 158,163,263,268-271,297Vbmxy0123456789="

Listoffixed-length(F)and/orvariable-length(V)fieldstobeprotectedwhenoverlayingrecords.Normally,anoverlayreplacesfieldsinthedatabaserecordwiththosefromtheincomingrecord.

Protectingavariable-lengthfieldcausesnewfieldswiththesametagtobeaddedratherthanoverlaidontheoldfield.

Protectingfixed-lengthfieldssimplyignoresthecorrespondingfieldsintheincomingrecord.

Syntax:

"<rectype>=V<variable-length fields>F<fixed-length fields>"

The'V'and'F'sectionsmaybeineitherorder,althoughonlyvariable-lengthfieldsmayappearafterthe'V'andonlyfixed-lengthfieldsmayappearafterthe'F'.

Ifyouarecopying@ov_protectinstructionsfromthismanual,theLoadProfilewiki,orfromaloadtableanotherlibrarysentyou,itisespeciallyimportanttocheckthefieldgrouptagsin@ov_protectandinElement7oftheloadtabletoconfirmtheymatchyourlibrary’sprofile.Theymaybedifferentonyoursystem!Ifyouprotectthewrongfieldgrouptagin@ov_protect,youareatriskforlosingdata.

LoadProfileTraining

Thefollowingexampleprotectsvariable-lengthfields8(HOLD)andh(LIBHAS)andfixed-lengthfield28(CATDATE):

@ov_protect="b=V8hF28"

Theusualvalueforbibliographicrecordsis

@ov_protect="b=V023456789hy(962)k(970,971)n(972)"(i.e.,allnumericvariable-lengthfieldsexcept'1',plusthe'h'field,‘y’962,‘k’970and971and‘n’972).

Fixed-lengthfieldsmustbereferredtobytheirlinenumbersintheinternalfilewheretheyaredefined.SeeFIXEDFIELDSINLOADTABLESsectioninthismanual.Whilerangenotation,suchas"48-50",isallowedforfixed-lengthfields,itisNOTallowedfornumericvariable-lengthfields.Toprotectarangeofvariable-lengthfields,theymusteachbeexplicitlylisted(e.g.,"V2345678"forallnumericvariable-lengthfieldsfrom'2'to'8').Ifafixed-lengthfieldisnotloaded,itshouldbeprotectedfromoverlay.

Ifthesyntaxofan@ov_protectargumentisincorrect,thentherecordloadingprogramwillaborttheload.

Itispossibletoprotectthe'='variable-lengthfield(PINfield)inpatronrecords.Forexample:p=F48-50,54-56,95,96,102-103V=mx89Seealsothe%encryptpinSpecialRoutine.The@ov_protecttriggercanbesetviatheDatabaseMenuoptioninthecharacter-basedsystem,butsomevaluessuchasthePINwillnotshowupinthisdisplay.A > ADDITIONAL system functions

A > ALTER system parameters S > SYSTEM codes

O > Set system OPTIONS D > Database maintenance

22 > Edit overlay protection list

LoadProfileTraining

ThefieldstoprotectmaybespecifiedbyMARCtaginadditiontotheabilitytospecifybyfieldgrouptag.Theprotectedfield(s)maybespecifiedasacomma-delimitedlistenclosedinparenthesesinthefollowingform:

<rectype>=V<fieldgrouptags>(MARCTAG[,MARCTAG,...][:code])

MARCTAGmayincludeindicatorsandwildcards(specifiedwithperiods).Forexample:

b=V78c(050,090,092)hd(6...7)

Thisexamplewillprotectfieldgroups7,8,andh;MARCtags050,090,and092iftheyareinthecfieldgroup;andall6xxfieldsinthedfieldgroupwhosesecondindicatoris'7'inboththeincomingandthedatabaserecord(i.e.,therecordthatistobeoverlaid).

Theoptional':code'parameterspecifiestheactiontoperformwhentheprotectedtagisfoundintherecordthatisabouttobeoverlaid.Theabsenceofeitherofthesecodesinthe@ov_protectoptionwillcauseboththeincomingfieldstobeaddedandtheexistingfieldstoberetainedintherecord.

Validcodesare:

'd' Doesnotloadfieldsfromtheincomingrecordifthereisanyfieldintheexistingrecordinthesamefieldgrouptag.Iftherearenoexistingfields,thenloadstheincomingfields.Iftherearenoincomingfields,thenprotecttheexistingfields.

'k' Deletefieldsinexistingrecordifthereisanyfieldintheincomingrecordinthesamefieldgrouptag.Iftherearenoexistingfields,thenloadtheincomingfields.Iftherearenoincomingfields,thenprotecttheexistingfields.

Someexamplesoftheuseof':code'are:

b=Vc(050:d)

Thiswillprotectany'c'-taggedMARC050fieldsintheexistingbibliographicrecord(theonethatistobeoverlaid).Inaddition,itwillnotloadany'c'-taggedMARC050fieldsfromtheincomingrecord.NotethatthespecifiedMARCtagappliestoBOTHtheincomingANDtheexistingrecord.

p=Vb(:k)

Thiswillonlyprotectthe'b'-taggedfieldsiftheincomingrecorddoesnothavea'b'-taggedfieldforpatronrecords.Otherwise,theincoming'b'-taggedfieldoverlaystheexisting'b'-taggedfieldintherecord.

LoadProfileTraining

ThefollowingtableillustrateswhatwouldhappenonthesystemifaNOTEfield(fieldgrouptagis“n”)isnotprotected,isprotectedwithoneofthespecialcodes,orisprotectedwithnospecialcode.

PROTECTION INCOMINGDATA TARGETDATA RESULTNoprotectionField“n”notin@ov_protect

NodataforNOTE NOTE=Target NoNOTEfieldNOTE=Incoming NOTE=Target NOTE=IncomingNOTE=Incoming Nodata NOTE=Incoming

Field“n”in@ov_protectwithno"coloncode"

NodataforNOTE NOTE=Target NOTE=TargetNOTE=Incoming NOTE=Target NOTE=Incoming

ANDNOTE=Target

NOTE=Incoming Nodata NOTE=IncomingProtection"D"Field“n”in@ov_protectwith"colond"(:d)

NodataforNOTE NOTE=Target NOTE=TargetNOTE=Incoming NOTE=Target NOTE=TargetNOTE=Incoming Nodata NOTE=Incoming

Protection"K"Fieldin@ov_protectwith"colonk"(:k)

NodataforNOTE NOTE=Target NOTE=TargetNOTE=Incoming NOTE=Target NOTE=IncomingNOTE=Incoming Nodata NOTE=Incoming

@ov_rec_numberStandardvalue:"r"

SpecifiestheactiontobeperformedifanoverlayisdoneonanInnovativerecordnumberviathe@ldxtriggerandtheoverlayfails.Alsospecifiestheactiontotakeifanoverlayfailsduetoabadcheckdigitintherecordtobeoverlaid.Possiblevaluesare:

"i" Inserttherecord

"r" Rejecttherecord

"t" Usethevaluesof@ov_tagand@ov_actiontoattempttooverlaytherecord.

LoadProfileTraining

@ov_tagStandardvalues:seebelow

Specifieshowtooverlayexistingrecordswiththeincomingrecord.Thecommandlinecommand"ov"(#com="ov")isoftenusedtotrigger@ov_tag.Theoverlayisalwaysrejectedifarecordtooverlayisnotfound.

PossibleValues:

fieldgrouptag[indextag]

Overlayrecordswithmatchingdatainthespecifiedvariable-lengthfieldgrouptag(e.g.,@ov_tag="o"meansoverlaybibliographicrecordsonabibliographicutilitynumber).Thefieldgrouptagmustbeindexed.Includetheindextagonlyifitisadifferentletterfromthefieldgrouptag.Forexample,

@ov_tag="fi"

meansoverlayonthosefieldstaggedas'f'andindexedinthe'i'index.

fieldgrouptag[indexitag]:fieldgrouptag[indextag]:...

Hierarchyofmatchingtagsseparatedbycolons.Sameasaboveexceptthatincomingrecordtagsarecomparedagainsteachmemberofthelistuntilamatchisfoundoruntiltheendofthelistisreached.Ifamatchisfound,@ov_actiondeterminestheresultasbefore.Forexample:

@ov_tag="o:i:l"

@ov_tag="o:gi:l"

@ov_tag="!"

Donotoverlay,lookforduplicates(basedontheindexedformofthefulltitleinthefirst245tag).AddsthebibliographicrecordtothedatabaseandsetstheSTATUSoftheorderrecordto"1."Reportsanyduplicatesfound.

LoadProfileTraining

recordnumber

OverlayonspecificInnovativerecordnumber.Forexample,

@ov_tag=".b1003113"

@ov_tag=""(space)

Turnsoffoverlaywhen@ldx="".Recordswillbeloadedasnew.SeeHOWTOLOADRECORDSASNEWsectioninthismanual.

fieldgrouptag(MARCtag)indexitag

OverlaysareallowedonthecombinationofInnovativevariable-lengthfieldgrouptagsandMARCtags.TheMARCtag(s)(mtaglist)areenclosedinparenthesesfollowingtheone-characterfieldgrouptagandmaycontainregularexpressions.AnindextagmayalsobespecifiedimmediatelyfollowingthelistofMARCtags,iftheindextagletterisdifferentfromthefieldgrouptag.Forexample:

@ov_tag="o(019)l"

@ov_tag="i(020)"

Multiplefieldgrouptag/MARCtagcombinationsareseparatedbycolons.Forexample:

@ov_tag="o(001):f(035)o:i(020)"

Thiswillattempttooverlayonfieldgrouptag'o'(MARCtag001)inindex‘o’,andifthatfails,itwilllookforamatchonfieldgrouptag‘f’(MARCtag035)inindex‘o’,andifthatfails,thesystemlookforamatchonfieldgrouptag'i'(MARCtag020)inindexi.

ThisfunctiondirectsthesoftwaretolookattheindextagandMARCtagoftheincomingrecordandonlyattheindextagofthetargetrecord.Ifthereareduplicateindexentries,theprogrammayfindmorethanoneexistingrecordthatmatchestheincomingrecord.Inthatcase,theprogramwillnotoverlaythematchingrecords.

Seealsothe@ldxtrigger,whichoverlaysontheInnovativerecordnumberwhentherecordnumberisstoredinaMARCtag(usually907)intheincomingrecord.

LoadProfileTraining

@ov_tagCONFIRMATIONTESTS

Confirmationtestsmaybeappliedtospecificfieldgrouptagsinexistingrecordstoalloworpreventoverlaysbasedondataintheexistingrecord.Thesetestsarerunbeforeanyofthe@ov_prioritytestsarerun.

Confirmationtestsmustbeenclosedinsquarebrackets.Thesyntaxforspecifyingatestonasinglefieldgrouptagis:

@ov_tag="tag[ov_test]"

@ov_tag="tag(mtaglist)itag[ov_test]"

Thebracketedconfirmationtestfollowsthefieldgrouptag,theMARCtaglist,andtheindextag,ifthelattertwoarepresent.Forexample:

@ov_tag="1(010)o[ov_245]"

Inthecaseofmultiplematches,theloadingprogramcheckseachrecorduntileitheramatchisfoundorthelastmatchingrecordischecked,whichevercomesfirst.Therefore,onlyONErecordwillbeoverlaid,whichistheFIRSTonethatmeetsallcriteria.Ifconfirmationfails,thebibliographicrecordnumberoftheLASTmatchingrecordisreported.Inallcases,onlyoneerrorisreported,withthisformat:

<n>Match(es)ontag<tag><faileddata>(with<bibrec#>)didnotconfirmon<name>,record<bibrec#>inserted/<245field>

The<faileddata>isthevalueofthematchpoint,suchastheOCLCnumberintheincomingrecord.Forexample:

1Match(es)ontago29463723(withb2221123)didnotconfirmon245,recordb221366inserted/Poems

Ifthefieldgrouptag(MARCtag)isl(010),(i.e.,theLCCNfield),andthereareatleasteightnumbersinthenormalizedformofthefield,thenonlythefirstelevencharactersofthefieldareusedinthecomparison.Iftherearefewerthaneightnumbersinthenormalizedformofthefield,thentheentirenormalized010fieldisusedinthecomparison.

LoadProfileTraining

Confirmationtestvalues:

ov_245

Comparesnormalizedformsoftheentirecontentsofsubfieldsa,b,andpofthe245titleMARCtagintheexistingandincomingrecords.Whennormalizing,thesystemdoesthefollowing:

• stripsallapostrophes

• translateseach&tothestring“and”

• replacesallotherpunctuationwithasinglespace

• collapsesmultiplespacestoasinglespace

• replacessubfielddelimiterswithaspace

• convertsallcharacterstolowercase

Example:

@ov_tag="o[ov_245]:i[ov_245]"

Inthisexample,foreachexistingrecordwhosefieldgrouptag'o'matchesthatoftheincomingrecord,subfieldsa,b,andpofthe245titlefieldarefirstnormalizedasindicatedabove.Thesenormalizedfieldsarethencomparedtothesamenormalizedfieldintheincomingrecordand,ifamatchisfound,therecordisoverlaid.

Iftheconfirmationtestfails,then,foreachexistingrecordwhosefieldgrouptag'i'matchesthatoftheincomingrecord,thesamesortofnormalizationandcomparisonisdonefortheexistingrecord's245titlefieldagainstthatintheincomingrecord.Ifthefieldsmatch,thentheexistingrecordisoverlaid.Ifthissecondconfirmationtestfails,therecordisinsertedandanerrormessageisgiven.

Iftheloadingprogramfindstwoormorematches,itwilloverlayonthefirstmatchthatpassestheconfirmationtest,anditwillNOTgiveanyindicationthatmorethanonematchwasfound.

LoadProfileTraining

ov_1xx

Thisconfirmationtestisusedforauthorityrecordoverlaysonly.Ifamatchisfoundonthe@ov_tag,theincomingauthorityrecordwilloverlaytheexistingauthorityrecordonlyifthefieldgrouptagofthe1xxfieldsinbothrecordsarethesame.Thispreventsanameauthorityrecordfromoverlayingasubjectauthorityrecordandviceversa.Forexample,

@ov_tag="oz[ov_1xx]"

ov_editionov_placeov_year

Confirmationtestsonanyofthefollowingpre-definedMARCtag/subfieldscanbeenteredinbracketsfollowingeachfieldgrouptag.

TheMARCtag/subfields,names,andnormalizationruleusedare:

MARCTAG SUBFIELD(S) NAME 245 abp ov_245250 a ov_edition 260 a ov_place 260 c ov_year

ov_verify_marc_tag

ThisconfirmationtestisTRUEiftheincomingfield'sMARCtagisthesameasthematchedtagintheexistingrecord.Forexample,iftheMARCtagintheincomingrecordis"019"andtheexistingrecordhasbotha"001"anda"019"fieldwithmatchingdata,onlythe"019"fieldintheexistingrecordisconsideredamatchwhenthisruleisused.Inallcases,theactiontakenontherecordisbasedonthesettinginov_action.

@ov_titleStandardvalue:Notused;defaultsto"r"

Whensettoeither"i"or"r",theexistingrecordwillbeoverlaidonlyifthefirstcharacterofthenormalizedformofthefirst't'fieldintheexistingrecordisthesameasthatoftheincomingrecord.Iftherecordfailsthistest,thenthenewrecordisinserted(when@ov_title="i")orrejected(when@ov_title="r").

LoadProfileTraining

Anoptionalparameterallowsspecificationofthenumberofcharacterstocompare.Forexample,@ov_title="r:4"comparesthefirstfourcharactersofthetitlesandperformstheoverlayonlyifthefirstfourcharactersofbothtitlesareequal.

Ifthisfunctionisnotinthem2btabfile,thenthevalueissetto"r".

@passwordStandardvalue:Notused

SetstheuserIDforentriesintheHeadingReportsanddeterminesintowhichaccountorserialunitOrderorHoldings/Checkinrecordswillbeloaded(forlibrariesthathavemultipleaccountingand/orserialunits).UserIDsarederivedfromthe"Passwordsandauthorizations"file.ThevalueofthisGlobalVariableFunctionshouldbetheuser'sinitials,notthepasswordassociatedwiththeinitialsorlogin.

@poprintStandardvalue:"y"

Indicateswhetherpurchaseordersaretobeprintedfordownloadedorderrecords.The"po"command(#com="po")isoftenusedtotriggerthe@poprintfunction.

Possiblevalues:"n" donotprintPO"p" printPO,put'p'toTLOC"y" printPO,donotput'p'toTLOC

@pre_mapStandardvalue:Notused

SpecifiesamappingfilethatisusedtochangefieldsintheinputMARCrecordspriortorecordconversion.ThisfunctionwillnotbecoveredinLoadProfileTraining.Ifyourlibraryneedsthistypeofdatamanipulation,pleasecontacttheCustomerSalesdepartmentforapricequoteforprofilingservices.

WARNING

Ifthespecifiedpasswordisinvalid,theincomingrecordwillberejected.

LoadProfileTraining

@rdateStandardvalue:"n"

DetermineswhetherthesystemdateisputinRDATEwhendownloadinganorderrecord.Possiblevaluesare"y"or"n".

@recsStandardvalue:Mustequalm2btabfilenamesuffix

Specifieswhichm2btabtabletouse.Valueequalsfilenamesuffix,forexample:

@recs="b" m2btab.b

@recs="xyz" m2btab.xyz

Ifthetableloadedbythe@recscommandcontainsthe@mainfunctionandthevalueofthe@mainfunctionisnot"b","p",or"r",thesoftwarewillgenerateanerrorandwillnotswitchtothealternatetable.

@rep_call(or@repcall)Standardvalue:"\\"

Specifiesthatifthegivencharacterisfoundincallnumbersencounteredinthefieldidentifiedbythe@holdsymbGlobalVariableFunction,thenitistobereplacedwithablank(i.e.,"").Ifthelibraryuses@holdsymb,the@rep_calltriggershouldbeused(ifnot,seethe"%replace"SpecialProcessingFunctiondescriptionbelow).

Notethatthenames@rep_calland@repcallaresynonyms.Theybothdothesamething.

Inmostcases,thebackslashcharacterisspecified,precededbytheescapecharacter(alsoabackslash)asinthefollowingexample:

@rep_call="\\"

@speriodStandardvalue:"n"

Setto"y"toremoveperiodsattheendoffields,orto"n"toleaveperiodsinplace.

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@testStandardvalue:“n”

Iftrue,updatesarenotmadepermanent.Possiblevalues:"y","n".Thecommandlinecommand"test"or"zz-0"(#com="test")oftentriggers@test.

@titleStandardvalue:"n"

Indicateswhetherrecordswillrequireatitle(MARCtag245)inordertobevalid.Appliesonlyto"base"recordtypes(i.e.,bibliographic,authority,andpatronrecords).

Possiblevaluesare"y"or"n".Shouldbefalse("n")forauthorityandpatronrecords.Maybechangedto“y”forbibliographicrecords.

@year_2000Standardvalue:Notused

Controlsconversionof21stcenturydatesfordatefixed-lengthfields.Valueisatwo-digitnumberenclosedindoublequotes(e.g.,@year_2000="YY").Datesinincomingrecordswhosetwo-digitYearfieldislessthanorequaltothespecifiedvaluewillbeenteredintotheInnovativerecordas21stcenturydates.

Forexample,if@year_2000="10",thendatesintherange01/01/00through12/31/10wouldbeenteredintotheInnovativerecordsas21stcenturydates(i.e.,01/01/2000through12/31/2010).

Iftheloadtableisforpatronrecords(i.e.,the@maintriggerissetto"p")and@year_2000isnotgivenavalueinthem2btabtable,adefaultvalueof"90"willautomaticallybeused.

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SPECIALPROCESSINGFUNCTIONS

SpecialprocessingfunctionscausedatatobefilteredinaspecifiedwaywhenitistransferredfromtheMARCfieldtothecorrespondingInnovativefieldgrouptag.SpecialProcessingFunctionshavetheformat%name="string"or%name("string"),wherenameisthefunctionnameandstringisitsvalue.Theseroutinesonlyapplytothelineinthem2btabwheretheyoccur.

Standardvalues:

Authority: %001(start="!-~",char=" -~")Bibliographic: %001(start="1-9",char="!-~",valid="y")Patron: notused

Specialprocessingfor001fields.Consistsoffivevariablesthatcontrolhowthe001fieldisprocessed.Eachvariableisassignedavalueindoublequotes.Ifavariableisnotlisted,itsdefaultvalueisused.

Example:

%001(bcode="",char="",skip="",start="",valid="")

bcode Thissettingisnolongervalid.Ifitappearsinaloadtable,removeitorsetitto"bcode=n".

char Specifiestherangeofcharactersconsideredvalidinthe001field(i.e.,"!-~"meansallcharactersbetweenASCII33andASCII126inclusive).DefaultisNULL.

skip ThenumberofcharacterstoskipoverinanRLINrecordnumbertransfer(tag001).Avalueof"4"willstripthe"RLIN"textand"8"willstrip"RLINXXXX"where"XXXX"isthelibraryidentifier.Ifthisoption'svalueisnegative(i.e.,fornon-RLINrecords),thesystemskipsallcharactersuntilitreachesoneintherangespecifiedbystart.Donotconfusewithvalid,whichappliesonlytoOCLCdata.Defaultis"-1".

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start Therangeofvalidcharactersthatcanbeginarecordnumberfromthe001field(forexample,"1-9").Thisisignoredifavalueisspecifiedinskip.Alsoignoredifthe%001validvariableissetto"y".DefaultisNULL.

valid Iftrue("y"),strips"ocl7","ocm",or"ocn"andanyleadingzerosfromOCLCrecordnumbers.Donotconfusewithskip,whichappliesonlytoRLIN.Defaultisfalse("n").

Notethatwhenthisissetto"y",anyincoming001fieldthatdoesnotbeginwith"ocl7","ocm",or"ocn"willberejected.Theloadingprogramwillgeneratean"invalid001"error.

ThissamefunctionalityappliestorecordsinOCLC'sHarvard(prefix"har")andPromptCat(prefix"pct")databases.Anyvaluesforthe%001startvariableareignoredinthiscase.

WhenoutputtingrecordsfromtheInnovativesystem,itispossibletoreinsertthe"ocm"prefixesthatwereremovedduring%001processing.ContacttheCustomerServicesHelpDesktoenablethisfeature.

%008Standardvalue:"y"

IndicateswhetherelementsoftheLeaderinaMARCrecordareappendedtothe008field.Ifso,(%008="y"),Leaderoffsetbytes5-7and17-18areappendedtothe008fieldasbytes40-44,andbyte8oftheMARCLeaderisappendedtobyte45ofthe008fieldintheInnovativerecord.Byte8oftheLeadercontainsthearchivalcontrolbyte.(Byte8isappendedtotheendofthe008becausethisfeaturewasaddedinalaterreleaseoftheInnovativesoftware.)Thelengthoftheresulting008fieldintheInnovativerecordis46bytes.ThesevaluesaremovedbackintotheLeaderwhentherecordisoutputfromtheInnovativesystem.

%bracketStandardvalue:"h"(forMARCfield245)

Valueisalistofsubfieldsthatwillbebracketedwhenplacedintothebibliographicrecord.Forexample,|hgmdbecomes[gmd].

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%dedup_item_callStandardvalue:Notused

Ifthe@holdsymbGlobalVariableFunctionisused(i.e.,not"NULL"),thenif%dedup_item_callissetto"y"inanitemrecordcallnumberfieldentry,theitem'scallnumber(space,delimiters,andothercodesarefirstremoved)iscomparedtothebibliographiclevelcallnumberinfieldgrouptag'c'.Iftheyareequal,theitemcallnumberwillnotbeoutput.

%dedup_item_call_normStandardvalue:Notused

Sameas%dedup_item_call,butthecallnumbersfromtheitemandbibliographicrecordsarefirstnormalizedbeforethecomparison.

%encryptpinStandardvalue:“y”(PINfieldinpatronrecordsonly)

ForthespecifiedMARCfieldandsinglesubfield,thesoftwarewillencryptdatainthatfieldandinsertitintothePINvariable-lengthfieldgrouptag'='.ThisisusedtoloadaPINfieldintopatronrecords.Notethatanentrywiththisfunctionwillnotloaddataintoanyothervariable-lengthfield.Forexample:

600||a|0|0|p|=|0|n|N|0|%encryptpin="y"

IftheincomingdataisfromanotherInnovativesystemandthePINfieldisalreadyencrypted,usethe%noencryptpinfunctiontopreventdouble-encryptionandtoloadthedataas-is.NotethatthesystemwillalwaysinterpretdatainthePINfieldasencryptedoncetherecordhasbeenloaded.ItisneverpossibletoseethetruevalueofthePINinanInnovativerecord;youarealwaysseeingtheencryptedvalue.

%firstStandardvalue:Notused

Ifsetto"y",causesonlythefirstoccurrenceofagivenMARCfieldtobeloaded.

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%foreignStandardvalue:Notused

Valueisforeigncurrencycodeandconversionrate,usedtoconvertEPRICEfixed-lengthfieldinorderrecords.Example:

%foreign="bpd0.440000"

Ifused,thefollowingtwolinesmustappearinthem2btabtableinthisorder:

998||z|0|20|o| |0|n|N|1|#com="ff"%foreign 998||s|0|20|o| |10|n|N|1|#com="ep"

Atthestartofconversion,youmustthenaddcommandsforcurrencyconversiontothecommandline.Forexample,toconvertSpanishpesetas:

ep=10483.00;ff=spa.010;

Thedecimalpointandtrailingzerosin"ep="areessential.Omittingthemwillcausethesystemtoincorrectlyreadthevalueas104.83.Theorderofthesetwocommandsisnotimportant.

Ifthevalueisa3-charactercurrencycode(e.g.,%foreign="spa"),thentheratewillbelookedupintheforeigncurrencyfile.Ifthecodeisnotinthesystem'sforeigncurrencyfile,amessageisloggedtotheerrorfile.

%lastStandardvalue:Notused

Ifsetto"y",causesonlythelastoccurrenceofagivenMARCfieldtobeloaded.

%mapStandardvalue:Notused

Thenameofatranslationtable(usualvalue"m2bmap.*").IncomingMARCdataiscomparedtoapatterninthetranslationtable.Ifitmatches,thenthedataischangedaccordingtoasubstitutionstring,whichcanbeeitheraliteralstringoranexpression.Example:

%map=("m2bmap.loc")

SeetheTRANSLATIONTABLES:THEM2BMAPFILESandHOWTOCREATEANEWTRANSLATIONTABLE(M2BMAP)sectionsinthismanual.

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%noencryptpinStandardvalue:Notused(PINfieldinPatronrecordsonly)

ForthespecifiedMARCfieldandsinglesubfield,thesoftwarewillinsertthePINdata"asis"intothePINvariable-lengthfieldtag'='.ThisisusedtoloadaPINfieldintopatronrecords.Notethatanentrywiththisfunctionwillnotloaddataintoanyotherfieldgrouptag.

The%noencryptpinfunctionshouldonlybeusedtopreventdoubleencryptionwhentheincomingdataisfromanotherInnovativesystemandthePINfieldisalreadyencryptedintheincomingrecord.NotethatthesystemwillalwaysinterpretdatainthePINfieldasencryptedoncetherecordhasbeenloaded.ItisneverpossibletoseethetruevalueofthePINinanInnovativerecord;youarealwaysseeingtheencryptedvalue.

IftheincomingdataforthePINfieldisnotalreadyencrypted,usethe%encryptpinfunctiontoencryptthedatawhileloadingit

%replaceStandardvalue:Notused

Valueisacharactersubstitutionlistforthefield.Formatis("char1","char2")wherechar1ismappedintochar2.char2maybeomittedtomaptonullstring.Example:

%replace("/"," ")

Canbeusedtoreplaceastringofcharacters.Example:

%replace("Revision","rev.")

%strip_blanksStandardvalue:"y"

Whensetto"n",leadingblankswillnotbestrippedfromtheincomingfield.Bydefault,leadingblanksarealwaysstrippedfromallfields.

%vendaddrStandardvalue:Notused

ValueiseitheravendorcodetobeplacedintheVENDORfixed-lengthfieldofanorderrecordor,ifenclosedinsquarebrackets,avendoraddresstobeplacedintheVEN.ADDR.variable-lengthfield.Examples:

%venaddr="ebsco" %venaddr="[8000 Forbes Pl$Springfield, VA]"

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COMMANDFUNCTIONS

Thesefunctionscontrolwhatactionistakeninresponsetocommandlineor“xpo”commandswheninteractivelydownloadingrecordsfromabibliographicutilityinterface.Thestatement#com="cmd"(wherecmdisanycommandgivenbelow)addsthespecifiedcommandtoaninternalactiontable.Whenacommandisenteredonthecommandline,thecorrespondingdataisinsertedintotherecordintheMARCtagandsubfieldindicatedbyMARCtagandsubfield(elements1and3inanm2btabtableline).Typically,theMARCtagusedis999.

Fixed-LengthFieldCommands:

Thosecommandsthatsetfixed-lengthfieldvalues(e.g.,#com="b1")simplyinsertthevalueskeyedatthecommandlineintothecorrespondingMARCtagandsubfieldoftheMARCrecordwhenitisfirstread.Thisvalueistransferredtotheappropriatefixed-lengthfieldduringrecordconversion.

Triggers:

CommandlinecommandsthatarefollowedinthetablebyaGlobalVariableFunctionoraSpecialProcessingFunctionnameareknownas"triggers"becausetheyenabletheusertoactivateafeaturefromthecommandline.Forexample:

#com="ov"@ov_tag=" "

TheCommandFunctionsincurrentusearelistedbelow.

Formoreinformationabouttheuseofcommandlinecommands,pleaseseetheinformationbeginningatpageno.101512oftheInnovativeGuideandReference.

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COMMAND RECORD FIXED-LENGTHFIELD

TRIGGER VALUES

ag Item AGENCY - -at Order ACQTYPE - -b1 Bib BCODE1 - -b2 Bib BCODE2 - -b3 Bib BCODE3 - -bl Order BLOC - -bn Bib LOCATION - -br Order LOCATION - -c1 Order CODE1 - -c2 Order CODE2 - -c3 Order CODE3 - -c4 Order CODE4 - -cd Order CDATE - -cl Order CLAIM - -clsi - - @clsi yornco Bib COPIES - -cop Item COPY# - -cp Order COPIES - -ct Bib CATDATE - -cy Bib COUNTRY - -cz Order COUNTRY - -dflt Bib,Order,

Item- @dflt Listoftemplatesseparatedbycommas

disp - - @disp yornep Order EPRICE - -fd Order FUND - -fm Order FORMAT - -i/a Item BARCODE @item Itembarcodeprecededby+.Anynumber

offixed-lengthfieldcommandscanfollow,separatedbyslashes.Thisusageallowscreationofmultipleitemrecordsforasinglebib.NOTE:i/aisusedinthem2btab;thecommandlinecommandis"i="

i1 Item ICODE1 - -i2 Item ICODE2 - -im Item IMESSAGE - -init - - @init yornins Bib - @password userinitialsip - - @itemprefix itembarcodeprefixla Bib LANG - -

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COMMAND RECORD FIXED-LENGTHFIELD

TRIGGER VALUES

ln Order LANG - -loc Item LOCATION - -marc - - @marc b,o,a,I,c,r(y=all)od Order ODATE - -om Item OPACMSG - -on Order ORDNOTE - -ot Order ORDTYPE - -ov - - @ov_tag overlaymatchpoint:fieldgroup/index

tag,!forduplicatechecking,orrecordnumber

po - - @poprint yornpr Item PRICE - -rc Order RACTION - -rd Order RDATE - -recs - - @recs extensionofm2btabfilenamerl Order RLOC - -st Order STATUS - -sta Item STATUS - -test - - @test yorntl Order TLOC - -ty Item ITYPE - -v Item VOLUME - -vd Order VENDOR - -vl Order VOLUMES - -

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TRANSLATIONTABLES:THEM2BMAPFILES

Them2bmapfileisafamilyoftranslationtablesusedduringrecordloadingtochangethedatacontainedinMARCfieldsintheincomingrecordtonewdataintheInnovativerecord.Them2bmapfileisspecifiedinthem2btabtableusingtheSpecialProcessingFunction%map.Manym2bmapfilescanbeaddedtoasinglem2btabtable.

Forstep-by-stepinstructionsonhowtoeditm2bmapfiles,seetheHOWTOCREATEANEWTRANSLATIONTABLE(M2BMAP)sectioninthismanual.

Globalvariablefunctionsareplacedatthetopofthetranslationtable.

@delimiter=<char>

Changethedefaultfielddelimiterto<char>from'|'.Youmustchangethedelimiteriftheverticalbarisusedineitherthecomparisonorreplacementexpressions.Forexample,ifyouwanttochangethedelimitertoacolon,includetheline@delimiter=:

@case=true

Whenmixed-casedataisprocessedthroughatranslationtable,theexpressionsare"normalized"tolowercaseforeaseofcomparison.UsethisSpecialInstructiontocausecomparisonsandreplacementstobecase-sensitiveandavoidunwantedcasechangestothedata.See"NOTESONUSINGM2BMAPFILES:AvoidingUnwantedCaseChanges,"below.

@bar_subfield=true

CausetheInnovativesystemtoreplacethecharacter'|'withtheASCIIcharacter1F(hex)sothesystemwillrecognizetheverticalbarandthefollowingcharacterasasubfielddelimiter(i.e.,|bwouldbeinterpretedassubfieldb).Thisfeatureisrarelyused.

IMPORTANTNOTE

DoNOTbeginlinesinm2bmapwitha#tode-activateorcommenttheline.Linesleadingwithanumbersign(#)areinterpretedasleadingwithaliteral.

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@stop_on_map=true

CausetheInnovativesystemtostopcheckingtherestofthelinesinthetranslationtableonceamatchisfound.Bydefaulteachlineoftheincomingfilewillbecheckedagainstalllinesofthem2bmapfile.Usingthisfeatureensuresthatunwanteddatachangesdonotoccur.Forinstance:

@stop_on_map=true abc|123 123|xyz

Ifthe@stop_on_maptriggerisnotused,thesoftwarecouldchangethedatafrom"abc"to"xyz"insteadoffrom"abc"to"123".

DATAELEMENTS

Dataelementsinm2bmaparenormallydelimitedbytheverticalbarcharacter('|').Touseadifferentdelimiter,includethespecialinstruction@delimiter=<char>atthetopofthem2bmapfile.

1. ComparisonexpressionAliteralstringand/oraregularexpressiontosearchforintheincomingdatafile.Ifamatchingvalueisfound,thedatawillbereplacedaccordingtothevalueinelement2,thereplacementexpression.SeeSyntaxforComparisonExpressionsbelow.

2. ReplacementexpressionAliteralstringand/oranexpressionspecifyingthevaluewhichwillreplacetheexpressionfoundbythecomparisonexpressionsearch.SeeSyntaxforReplacementExpressionsbelow.

Forinstance:

STACKS|mnstk

ThevalueSTACKSwillbereplacedwithmnstk,asinaLOCATIONcode.

CDROM|003

ThevalueCDROMwillbereplacedwith003,asinanITYPEcode.

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SyntaxforComparisonExpressions

TheexpressiontosearchforcanbealiteralstringoritcanhavethesyntaxofaUNIXregularexpression.Toretainaportionoftheincomingstringinthereplacementstring,usearegularexpression"wildcard"tomatchthatportion.Thewildcardexpressionmustbeenclosedinparenthesesandmustbefollowedby$n(wherenisanumbertoidentifytheportionoftheincomingstringthatisbeingretained).The$ncomesimmediatelyafterthewildcardexpression.

ThesyntaxtouseforaComparisonExpressiondiffers,dependingonwhetherthem2btablinethatcallsthem2bmapfilehasanentryinitsvariable-lengthfieldgrouptag(element7).Form2btablineswithafieldgrouptagentry(notloadingtoafixed-lengthfield),theComparisonExpressionwillbematchedagainsttheentireMARCfield,includingallsubfields.Whenanm2btablinelacksafieldgrouptagentry(i.e.,whenloadingintoafixed-lengthfield,asindicatedbythenumber40inelement8intheexamplebelow),theComparisonExpressionwillbematchedagainstonlythedatainthespecifiedsubfield.Forexample,thefollowingtwolineswillbetreateddifferently:

852||b|0|0|c|i|0|n|N|1|%map=("m2bmap.1") 852||b|0|5|c| |40|n|N|1|%map=("m2bmap.2")

Inthefirstexample,sincethefieldgrouptagispresent(element7containstheentry"i"),thespecifiedm2bmapfilewillbepassedtheentire852MARCfieldwithallitssubfields,towhichthecomparisonisapplied.Ontheotherhand,inthesecondexample,nofieldgrouptagispresent(element7isblank),sothespecifiedm2bmapfilewillbepassedonlythedatainsubfield|bofthe852field,towhichthecomparisonisthenapplied.

Asanexample,assumeyouwanttochangesubfield'd'ofaparticularMARCfieldoftheincomingrecords(notethat,inthiscase,thedelimiterform2bmapmustbechangedusing@delimiter=<char>toacharacterotherthan'|').Further,assumethatthem2btablinethatcallsthism2bmapfilecontainsafieldgrouptagentryinelement7.TheentireMARCfieldwillbepassedtom2bmap,sothatinthefollowingcomparisonexpression:

(.*)$0|d(.*)$1

thenumber0identifiesthestringcontainingallthecharactersthatprecedethesubfield'd'delimiter,andthenumber1identifiesthestringcontainingallthecharactersthatcomeafterthesubfield'd'delimiter.

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Comparisonexpressionsmatchonthelongestpossiblestringinthegivenline.Forexample,ifthecomparisonexpression

(.*)$0,(.*)$1

wereappliedtothefollowingincomingstring

Clause1,Clause2,Clause3

thenstring0wouldbe“Clause1,Clause2”andstring1wouldbe“Clause3”.Notethatthematchwasonthesecondcomma,notthefirst.Tomakeastringofeverythinguptothefirstcomma,usethecomparisonexpression

([^,]*)$0,(.*)$1

whichstoreseverything-not-a-commauptothefirstcommaasstring0andeverythingafterthefirstcommaasstring1.Ifthiscomparisonexpressionwereappliedto"Clause1,Clause2,Clause3",thenstring0wouldbe"Clause1"andstring1wouldbe"Clause2,Clause3".

Comparisonexpressionsthatmakeuseofmeta-charactersinUNIXregularexpressionswillneedtobe“escaped”withthe"\"character.SeethesectionaboveonREGULAREXPRESSIONS,andpleaserefertoaUNIXguideormanualformoreinformationaboutmeta-characters(InnovativeusesUNIXinaNutshellandJohnMuster’sUNIXMadeEasy).

Thecomparisonexpressionmayalsocontainnon-alphabeticcharacters,whichareenteredintheClanguage"escapedHEX"formatasshownbelow:

^\0xCA\0xC1$|<replacement expression>

Thiswillmatchonanydatawhosefirsttwocharactershavethehexvalue"CA"and"C1".Theleadingcaretandtrailingdollarsignisregularexpressionsyntaxspecifyingthatthedatamustbeginthelineandthatthelinemustmatchinitsentirety.

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SyntaxforReplacementExpressions

Enteranexpressiontospecifyhowtoreplacethelinethatwasfoundbythecomparisonexpressionsearch.Thisexpressioncanconsistofliteralstringsand/orescapednumbersthatidentifywhichportionsoftheincominglinetoretain(seecomparisonexpressionsabove).Thenumbersthatwereprecededbya$torepresenteachstringinthecomparisonexpressionareprecededbyabackslash(\)inthereplacementexpression,justasinregularexpressionsubstitution.Notethatregularexpressionampersandsubstitution(&)isnotsupported.

Continuingthesubfield'd'delimiterexamplefromabove,toinsertthedigits"19"afterthesubfield'd'delimiterandbeforethedatainsubfield'd',andtoretainallotherdataintact,thereplacementexpressionwouldbe:

\0|d19\1

Forexample,thecolon-delimitedm2bmapcontainingthefollowing:

@delimiter=: @case=true (.*)$0|d(.*)$1:\0|d19\1

wouldtranslatetheincomingstring"10010|aRice,Anne,|d41-"to"10010|aRice,Anne,|d1941-".Acolonisusedforthedataelementdelimiterbecause'|'hasbeenusedinthecomparisonexpression(thespecialinstruction@delimiter=:needstoappearatthetopofthefile).Notethat'|d'mustbeincludedasaliteralinthereplacementexpressionbecauseitisnotincludedineitherofthewildcardexpressions.Youwouldalsowanttobesurethatthespecialinstruction@case=truewasincludedtoprevent"Rice,Anne,"frombeingconvertedto"rice,anne,".

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SAMPLETRANSLATIONTABLES(M2BMAPFILES)

SimpleLocationCodeTranslationTable,m2bmap.loc1

LocationCodeTranslationTablewithRegularExpressions,m2bmap.loc2

@stop_on_map=true r[0-9][0-9]|ref01

(Replacelocationcodesstartingwith"r"andfollowedbyanytwodigitswith"ref01")

ItemTypeTranslationTable,m2bmap.itype

@stop_on_map=true a|001 b|000 c|002 d|003 e|010 f|015 g|006 k|007 m|009 p|011 r|012 s|013 t|014

(Replacesalphabeticcharacterswithnumericvalues)

DateTranslationTable,m2bmap.date

@stop_on_map=true ([0-9]{4})$0([0-9]{2})$1([0-9]{2})$2|\1-\2-\0

(Rearrangetheorderofelementsinadatefieldfromyyyymmddtomm-dd-yyyy)

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NOTESONUSINGM2BMAPFILES

AvoidingUnwantedCaseChanges

Bydefault,comparisonsarenormalizedtolowercase(thusmakingthemcase-insensitive).Ifthereplacementexpressionisanexpressionratherthanaliteralstring,thereplacementexpressionwillalsobenormalizedtolowercase,whichcanresultinunwanted"case"changesbeingmadetothedatabase.Usethe@case=trueSpecialInstructiontoavoidthisproblem.Intheaboveexample,iftheSpecialInstruction@case=truewereincluded,them2bmapline,

(.*)$0|d(.*)$1:\0|d19\1

wouldmap"Rice,Anne"intheincomingstring"10010|aRice,Anne,|d41-"to"Rice,Anne"(nochange).IftheSpecialInstruction@case=truewereNOTincluded,"Rice,Anne"wouldbeconvertedto"rice,anne"(alllowercase).

OrderofLinesinam2bmapFile

Eachlineofm2bmapisappliedsuccessivelytoeachlineoftheincomingfile,andifalineofincomingdataischanged,succeedinglinesofm2bmapwillbeappliedtothechangeddata,whichmayresultinunwantedchanges(unlessthespecialinstruction@stop_on_mapissetto"true",inwhichcase,theprocessstopsafterthefirstmatch).Whetherornot@stop_on_mapisset,theorderofthelinesinthefileisimportant.

Thelinesinthemapshouldbeorderedfromthelongestandmostspecificcomparisonexpressiontotheshortestandmostgeneralcomparisonexpression.Forexample,thefollowingmapfilewillNOTconvertdatainthedesiredmanner:

BADmapfile:

@stop_on_map=true @case=true main|stack lmain|law cmain|curr mref|ref

Ifanincomingrecordcontainedthelocation"lmain",theabovem2bmapfilewouldmatchon"main"(whichiscontainedin"lmain")andconvertthelocationto"stack".Toworkproperly,theentryfor"main"inthem2bmapfilemustcomeaftertheothercomparisonstringsthatcontain“main”.Forexample:

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GOODm2bmapfile:@stop_on_map=true @case=true cmain|curr lmain|law main|stack mref|ref

Alternatively,youcanindicatethattheentryoccupiestheentireincomingline,byusing^and$todefinethebeginningandendofeachline:

^lmain$|law

If^and$areusedforeverypossibleincomingvalue(comparisonstring),thenthelinescanoccurinanyorder.

MappingFixed-LengthFields

Whenmappingfixed-lengthfields,makesurethatthebytesizespecifiedinm2btabislargeenoughtohandlethepossiblevaluesinthecomparisonexpression.Ifnot,youshouldincreasethiselementinm2btabbeyondthelargestpossiblevalue,orsetitto0toallowtheentirestringtoberead.

Forinstance,ifyouwanttotranslateitemlevelstatuscodes(singledigitreplacementexpression)basedonfivelettercodesinaMARCtag(fivedigitsinthecomparisonexpression),youwillneedtochangem2btabfrom:

949||s|0|1|i| |88|n|G|1|%map=(”m2bmap.status”) ^

to949||s|0|5|i| |88|n|G|1|%map=(”m2bmap.status”) ^

or949||s|0|0|i| |88|n|G|1|%map=(”m2bmap.status”) ^

Thismustbedone,evenifthereplacementvaluewillonlybeasinglecharacter.Ifnot,thesystemwillreadatruncatedversionoftheincomingdataandusethatasthecomparisonexpression,whichcanresultinunwanteddatachanges,ornodatachangeswhentheyaredesired.

NOTEWhentranslatingtoafixed-lengthfield,thereplacementexpressionmustbethefixed-lengthcode,notitslabel.

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CommandFunctionsandSpecialProcessingFunction%map

Ifthem2btabtabledrivingtheconversioncontainsa#comCommandFunctionintheform:

#com="<com>"%map("m2bmap.xxx")

thenthesoftwarewilllookupthem2bmap.xxxtablewheneverthecommandlinecommand<com>isgiven(e.g.,locforlocationortyfortype).

Ifthem2btabtablecontainsajusttheSpecialProcessingFunction%map:

/^940||l|0|5|b| |26|n|N|0|%map=("m2bmap.loc") /^945||t|0|0|i| |61|n|N|1|%map=("m2bmap.itype")

thenifthespecifiedMARCfield/subfieldexistsintheincomingrecord,thesoftwarewillconvertthedatainthatfieldasspecifiedinthem2bmap.xxxtable.

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LOADBUTTONS:THEM.MARCLOAD.LOCALFILE

Them.marcloadfilecontrolstheloadoptionsthatappearwhenyoulaunchSierraorMillenniumandchooseDataExchange|SelectProcess:Loadrecordsvialocally-createdloadprofiles(local).Alllocallycreatedloadtableswillbeaccessedviaasinglem.marcloadfilecalledm.marcload.local.

Forstep-by-stepinstructionsonhowtomodifym.marcload.local,seetheHOWTOCREATEANEWLOADBUTTON(M.MARCLOAD.LOCAL)sectioninthismanual.

Thefirstseverallinesofthefilemaycontainthefollowingtriggers(thesecanappearinanyorder):

@HEADER=<header>ThetexttopresentatthetopofthescreenwhentheU>LoadMARCrecordsviaalocally-createdloadprofilemenuoptionisinvoked.Ifnotspecified,therewillbenoscreentitle.

@MAXFILES=<n>Themaximumnumberofdatafileswhichmatchthepattern(s)specifiedinthemenulines.Ifthisnumberisexceeded,theprogramwillallownootheroperationthanREMOVEfiles.Therefore,youmustbeverycarefulthatyoudonotexceedthenumberofdatafilesspecified.IfyoucomewithintwofilesofMAXFILES(e.g.,8fileswhenMAXFILES=10),thesystemwillwarnyouthatyouareapproachingthelimit.

@MAXBYTES=<n>Themaximumnumberofbytesinalldatafilescombined.Standardvaluefor<n>is50000000(50millionbytesor50MB).AswithMAXFILES,exceedingthislimitcausestheprogramtodisallowanyoperationotherthanREMOVEfiles.Caremustbetakennottoexceedthislimit.Ifyoucomewithin2MBofthisvalue,thesystemwillwarnyouthatyouareapproachingthelimit.

@DIRNAME=<dir>Thedirectorythatcontainsthedatafiles.Thisshouldnotbechanged.

@MENULINES=<n>Numberofmenulines.Thedefaultis5.

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DATAELEMENTS

Theremainderofthefileconsistsofliteralmenulinesandthecorrespondingprogramsandsettings.Likethem2btabfile,thedataelementsinthem.marcloadfileareseparatedbytheverticalbarcharacter,andlinescanbeturnedoffbycommentingthemoutwithaninitial#character.

Eachlinehasthefollowingstructure:

C > TEXT||program -flags & filenames 1 2 3 4 5 6

1. C>Uniquecharacterthattheuserkeysinordertoselectthismenuoption.

2. TEXTTextdescribingthemenuoption.Forexample:

J > Load CJK records K > LOAD a bib/order MARC file (.titlesource3) M > LOAD a bib/item MARC file (.coutts)

3. ||Filenameprompt;rarelyused.Thedefaultprompt(ifthisfieldisblank)is"Enterfilename:"Tochangethismessage,enteritinthiselement:

U > UPLOAD records from PC|Assign what name to the file?|

4. programTheprogramthatisexecutedwhenthisoptionisselected.TheInnovativeprogramsthatyouwillneedtoknowaboutare:

NOTEItisimportantthatyoumakethetextforthemenuoptionsasdescriptiveaspossible,sothattheappropriateloadprofilecanbechosenwhenrecordsareloaded.

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marc2innTheMARCrecordconversionprogramwhichloadspreprocessed,blockedMARCrecordsintotheInnovativesystem.

marccopyTheprogramthatconverts/preprocessesunblockedMARCfilesintotheblockedMARCformatthatcanbeloadedintotheInnovativesystem.Itwillnotbenecessarytochangethemarccopylinesinthem.marcload.localfile.

marcviewTheprogramthatallowsyoutoviewaMARCfile.Itwillnotbenecessarytochangethemarcviewlinesinthem.marcload.localfile.

xftpTheprogramthatallowshost-initiatedFTPintoandoutoftheInnovativesystem.Itwillnotbenecessarytochangethexftplinesinthem.marcload.localfile.

5. -flagsFlagsaresettingsthatarepassedtotheprogramwhenitisexecuted.Forexample,inthefollowingline,-iidentifiestheinputfile(therawMARCfile),and–oidentifiestheoutputfile(theblockedMARCfile):

marccopy -u -i%#.lfts -o%%.lmarc

Theonlyflagthatyouwillneedtochangeinthem.marcload.localfileisthe–fflaginthemarc2innline,whichidentifiesthem2btabtabletousebyitsextension/suffix.Forexample,toloadrecordsthroughm2btab.local,themarc2innlineshouldlooklikethefollowing:

marc2inn -H"48,24,2" -x -forder -i -so %#.lmarc

6. filenamesFilenamesarethedatafiles,andtheyarespecifiedasfollows:

%S.extThesystemwillpromptforthefilename,appendthegivenextensionandthenchecktoseeifitalreadyexists.Ifitdoes,theprogramwillgetverificationfromtheuserbeforepassingcontrolovertothespecifiedprogramandpotentiallyoverwritingtheexistingfile.Forexample:

NOTETheonlyflagtothemarc2innprogramyoushouldeverchangeisthe–fflag,whichspecifiesthesuffixofthem2btabthatistobeused.

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xftp get %S.lfts

%#.extProgramwillpromptforfilebynumberfromthepresentedlist.Itwillthenpasscontrolovertothespecifiedprogramwiththeselectedfilenameasanargument.Thefollowinglinewillprompttheusertochooseadatafilethathasanextensionof.lfts:

%%.extUsedtospecifyadditionaloccurrencesofthefilenameasdeterminedbythe%Sor%#promptflags.Forexample,thefollowingline

tellsthemarccopyprogramtocreateablockedfilewhosenameisthesameastheunblocked%#file;theonlydifferencebeingtheextension.Iftheunblockedfileisdatafile.lfts,thenewblockedfileisnameddatafile.lmarc.

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THELOADPROFILEMAINTENANCEMODULE

Thisisthemoduleyouusetocreatenewandupdateloadtables(m2btabs)andtranslation/mappingtables(m2bmaps),andactivateLOADbuttonsinDataExchange.

HOWTOEDITANEXISTINGLOADTABLE(M2BTAB)

1. Allmanipulationofloadtablesandtranslationtableswillbedoneviathe"Additionalsystemfunctions"menu:

A>ADDITIONALsystemfunctionsM>Read/writeMARCrecords

X>LoadProfilemaintenance

Youwillseethefollowingscreen:

2. SelectoptionE>Editm2btabandm2bmaps.

3. SelectoptionP>LoadPROFILES(m2btab)toviewalistofexistingloadprofiles.

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E > Edit m2btab and m2bmaps L > Edit m.marcload.local Y > DISPLAY file SIZE & DATE Q > QUIT Choose one (E,L,Y,Q)

NOTEThe suffix of each m2btab table reflects the type of record being converted, e.g., m2btab.asubforsubjectauthorityrecords.SeethesectionaboveonSTANDARDM2BTABFILEEXTENSIONSforalistoffileextensionsyoumayencounter.

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4. Reviewthelistofm2btabfilesanddecidewhichm2btabshouldbeupdated.Thelistwilllooksomethinglikethis:

5. Whenyouhavedecidedwhichtableyouwanttoupdate,enteritslinenumber.Thiswillpresentyouwiththefollowingmenu:

M2BTAB Suffixes

01 > a 02 > anam 03 > asub 04 > b 05 > bo 06 > bta 07 > fse 08 > p

Key a number or F > FORWARD C > COPY an existing m2btab J > JUMP G > GET a file using P > PRINT S > SEND a files out of INNOPAC using FTS Y > DISPLAY file SIZE & DATE Q > QUIT

Choose one (1-98,F,J,P,Q,C,G,S)

M2BTAB File Validation and Maintenance

E > EDIT m2btab.b V > VERIFY m2btab.b U > UPDATE m2btab with changes R > RESTORE original m2btab M > marc2inn error MESSAGES Q > QUIT Choose one (E,V,U,R,M,Q)

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6. SelectE>EDITm2btab.<ext>.ThiswillputyouintoInnovative’sfullscreeneditor.

Alternatively,youmayuseFTStodownloadthetabletoanFTPserverwhereyoucanuseadifferenteditingprogram.ThenuploadthefilebackintotheInnovativesystem:

A>ADDITIONALsystemfunctionsM>Read/writeMARCrecordsX>LoadProfilemaintenance

E>Editm2btabandm2bmapsP>LoadPROFILES(m2btab)

S>SENDafilesoutofINNOPACusingFTSG>GETafileusingFTS

7. Updatetheloadtableaccordingtotheloadingrequirementsyouand/ortechnicalservicesstaffhavedefined.

8. Onceyouhavecompletedyourchangestotheloadprofile,key^E>ENDtoexiteditingmode.

NOTESYoumayfindithelpfultopress^Ftodisplaythefullmenuoffullscreeneditorcommands.

Innovativerecommendsthatyoucopyanexistingline,ratherthancreateanewline.Bycopyinganexistingline,itislesslikelythatsyntaxerrorswilloccurduetomissingorextraverticalbarcharacters.Theeasiestwaytocopyalineistoarrowdowntothelineyouwishtocopy,keyD>DELETEline,thenkeyU>UNDELETElinetwice.

Formoreinformationonthefullscreeneditor,pleasesee101370oftheInnovativeGuideandReference.

NOTEIfyouplantoupdatethefileusingadifferenteditor,useaneditorthatwillnotintroduceanyhiddenornon-printingcharacterstothefile.Pleaseseerecord101691oftheInnovativeGuideandReferenceformoreinformationaboutFTS.

NOTESeereferencesectionLOADTABLES:THEM2BTABFILEforalistofloadinginstructionsincludingGlobalVariableFunctions(@),SpecialProcessingFunctions(%),andothervaluesthatcanbeincludedinanm2btabfile.

LoadProfileTraining

Nextverifythattheloadtableissyntacticallycorrect,keyV>VERIFYm2btab.<ext>.

Ifnoerrorsarefound,youwillseethemessage:Congratulations!! You have a perfect M2BTAB table!

Ifanyerrorsarefound,youwillbepresentedwithascreenthatlookslikethefollowing,whereEsignifiesthatthereisanerror,andWsignifiesawarning:

Youwillnotbeabletoexitfromthisfunctionandsavethem2btabuntilyouhaveresolvedalloftheerrors.Toresumeeditingofthem2btab,choseoneofthelinenumbersfromtheerror.Thiswillputyoubackintothefullscreeneditor.Asofthiswriting,itisnotpossibleforthefullscreeneditortotakeyoutothelinewheretheerroroccurred,soitwillbenecessaryforyoutomovedownthroughthefileusingthearrowkeys.

9. Onceyouhaveresolvedallerrormessages,selecttheU>UPDATEm2btabwithchangesmenuoptiontosaveyourchangespermanently.

10. Ifforsomereasonyouwanttoreverttoapreviousversionofyourloadprofile,selecttheR>RESTOREoriginalm2btabmenuoption.

11. Testthenewloadprofilebeforeputtingitintoproduction.SeetheHOWTOTESTANEWM2BTABAND/ORM2BMAPFILEsectionofthismanual.

m2btab.b verify : ERRORS = 4 : WARNINGS = 3 LINE ERROR MESSAGE 1 > E 88 Invalid RECTYPE data element 6 : y 2 > W 88 Entry creates MARC field but rectype 'y' not in @marc 3 > E 89 Invalid RECTYPE data element 6 : y 4 > W 89 Entry creates MARC field but rectype 'y' not in @marc 5 > W 94 Entry creates MARC field but rectype 'i' not in @marc 6 > E 107 Invalid MTAG data element 1 :ABC

Key a number or P > PRINT Q > QUIT Choose one (1-6,P,Q)

NOTEVerifyingthesyntaxofyourm2btabisveryimportant.However,thiswillnotprotectyourdatabaseagainstactionsthataresyntacticallycorrectbutneverthelessdamagingtoyourdatabase,suchasforgettingtoprotectcertainfieldsfromoverlay.Thisiswhytesting(seestep11)iscrucial!

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HOWTOCREATEANEWLOADTABLE(M2BTAB)

X>LoadProfileMaintenance

3. SelectoptionP>LoadPROFILES(m2btab)toviewalistoftheexistingloadprofiles.

4. Reviewthelistofm2btabfilesanddecidewhichm2btabshouldbeusedasapatternfortheoneyouareabouttocreate.(Itistoodifficulttobeginanewm2btabfromscratch,assyntaxerrorsduetomissingverticalbardelimitersorotherdataelementsareinevitable.)

NOTEThe suffix of each m2btab table reflects the type of record being converted, e.g., m2btab.asubforsubjectauthorityrecords.Whencreatinganewm2btabfile,it’simportanttogiveitasuffix(alsocalledfileextension)thatismnemonic.SeethesectionaboveonSTANDARDM2BTABFILEEXTENSIONSforalistoffileextensionsyoumayencounter.

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Thelistofm2btabswilllooksomethinglikethis:

5. Whenyouhavedecidedwhichtableyouwanttoupdate,selecttheC>COPYanexistingm2btabmenuoption.Theprogramwillpromptyouforthelinenumberofthem2btabthatyouwishtocopy.Then,itwillpromptyouforthenewsuffix:

Copytowhatnewsuffix?:

Afterenteringthenewsuffixforyourcopiedm2btabfile,youwillseethefollowingmenu:

M2BTAB Suffixes

01 > a 02 > anam 03 > asub 04 > b 05 > bo 06 > bta 07 > fse 08 > fse.i 09 > p

Key a number or F > FORWARD C > COPY an existing m2btab J > JUMP G > GET a file using P > PRINT S > SEND a files out of INNOPAC using FTS Y > DISPLAY file SIZE & DATE Q > QUIT Choose one (1-98,F,J,P,Q,C,G,S)

E > EDIT m2btab.bicoutt V > VERIFY m2btab.bicoutt U > UPDATE m2btab with changes R > RESTORE original m2btab M > marc2inn error MESSAGES Q > QUIT Choose one (E,V,U,R,M,Q)