Load Profile Training

Welcome to Load Profile Training (2 min.)

Prerequisites (2 min.)

Learning Goals (3 min.)

What's Not Covered in Load Profile Training (2 min.)

Required Permissions and Authorizations (2 min.)

Accessing the Load Profile Maintenance menu (2 min.)

Six Record Loading Methods (9 min.)

Record Loading Diagrams (11 min.)

Record Types and Record Numbers (6 min.)

Field Types and identifying custom fields (11 min.)

Files You Edit (4 min.)

Files You Load (11 min.)

What is a load table? (6 min.)

Special characters in load tables (4 min.)

Adding notes to load tables (3 min.)

Element 1, MARC Tag (5 min.)

Element 2, New MARC Tag (2 min.)

Element 3, Subfields (13 min.)

Element 4, Offset (4 min.)

Element 5, Byte Count (3 min.)

Element 6, Record Type (5 min.)

Element 7, Variable Field Group Tag (4 min.)

Element 8, Fixed-Length Field Number (5 min.)

Element 9, MARC or Non-MARC Indicator (6 min.)

Element 10, Permanence (1 min.)

Element 11, Pass Indicator (4 min.)

Element 12, Function or Note (7 min.)

What are Global Variable Functions? (5 min.)

@main - Defining primary record type (2 min.)

@marc - Specifying which records can have MARC fields (3 min.)

@msg - Adding an output message (1 min.)

Overlaying records (7 min.)

@ov_tag - Matching records using indexed data (16 min.)

@ldx - Matching records using Innovative record no. (7 min.)

@ov_action - Action to take after matching records (5 min.)

@ov_protect - Protecting fields from overlay (10 min.)

@locmerge - Protecting bibliographic location codes (3 min.)

@locmerge - Merging bibliographic location codes (13 min.)

@busy - Busy record handling - Millennium only (3 min.)

Assigning dates automatically (3 min.)

@holdsymb - Selecting and filtering bibliographic Location, Call Number, Subject Headings using the Holding Symbol table (9 min.)

@dflt - Assigning default values in fixed-length fields (5 min.)

@link - Attaching records to bibliographic records (11 min.)

Specifying character coding or character set (9 min.)

Acquisition-specific global settings (8 min.)

@recs, @comline, @atab – Interactive Loading and Command Lines (8 min.)

Interpreting Command Lines and Subfield Lines (6 min.)

What are special processing functions? (2 min.)

%001 - Transforming bibliographic 001 data (7 min.)

%008 - Appending Leader data (2 min.)

%bracket - Enclosing subfield data in square brackets (2 min.)

%encryptpin - Encrypting patron PINs (2 min.)

%first and %last - Selecting first or last occurrence (2 min.)

%foreign - Converting non-local currency amounts (3 min.)

%map - Activating an m2bmap translation table (1 min.)

%replace - Replacing characters (3 min.)

What is a translation table (4 min.)

m2bmap's global settings (2 min.)

Regular Expressions and Metacharacters (12 min.)

Matching to Comparison Strings (9 min.)

How to update and create load tables (24 min.)

How to update and create translation tables (7 min.)

How to add Load option in Data Exchange (12 min.)

What is Data Exchange? (3 min.)

Transferring and Prepping Data Files (3 min.)

Viewing, Counting, Searching a MARC File (6 min.)

Loading MARC Records (10 min.)

Starting a Load Profile Project (3 min.)

Data Analysis (10 min.)

Match and Attach Items Project (39 min.)

Delete and Insert Bibliographic Field Project (24 min.)

Load Patron Records as NEW Project (25 min.)

How to provide feedback about video course (1 min.)

Connecting with Load Profilers Community and Additional Resources available to you (2 min.)

Profiling Services available via Sales (1 min.)

Final teachings (2 min.)