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You can even undo the Import operation.
Link Here
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And within few minutes, we have imported around 10,000 records in Koha |
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And within few minutes, we have imported around 10,000 records in Koha |
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.. _oclc-connexion-gateway-label: |
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.. _oclc-cataloging-services-label: |
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OCLC Connexion Gateway |
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OCLC Cataloging Services |
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-------------------------------------------- |
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------------------------ |
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Koha can be set to work with the OCLC Connexion Gateway. This allows |
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Koha can be set to work with the OCLC cataloging services such as |
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libraries which subscribe to the paid OCLC cataloging services |
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to use OCLC Connexion Client desktop software as their |
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cataloging tool and simply send |
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those records to Koha with a single click. The following instructions |
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will help you set up the OCLC Connexion Gateway, if you have a system |
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administrator you will want to consult with them on this process. |
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.. _setting-up-oclc-service-on-koha-label: |
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- `WorldShare Record Manager <https://www.oclc.org/en/worldshare-record-manager.html>`_ |
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- `Connexion <https://www.oclc.org/en/connexion.html>`_ |
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Setting up OCLC service on Koha |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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First, you'll need to create a file somewhere on your system with |
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configuration information. You could put this anywhere that is visible |
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to the account that will be running the service. |
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The file contains 11 lines. The first 6 will be about your Koha system: |
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:: |
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host: The IP address of your Koha server |
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port: The port you want to use for the Connexion service. This port must be different from your SIP port, or any other service |
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koha: The full URL of your staff client |
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log: The location (full file specification) of your log for the service |
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user: The default Koha username to use for importing |
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password: The password that goes with that username |
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The remaining lines describe how to do the staging: |
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:: |
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match: The name of the matching rule from your system to use |
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overlay_action: "replace", "create_new", or "ignore"-- what to do if there is a match |
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nomatch_action: "create_new" or "ignore"-- what to do if there is no match |
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item_action: "always_add","add_only_for_matches","add_only_for_new", or "ignore" -- what to do with embedded 952 item data |
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import_mode: "direct" or "stage" |
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A sample file would look like this: |
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:: |
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This allows librarians to use the WorldShare Record Manager web interface or the OCLC Connexion Client desktop software |
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as their cataloging tool and send those records to Koha with a single click. |
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host: 1.2.3.4 |
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.. _setting-up-oclc-service-on-koha-label: |
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port: 8000 |
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log: /home/koha/koha-dev/var/log/connexion.log |
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koha: http://kohastaff.myuniversity.edu |
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user: koha_generic_staff |
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password: password |
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match: 001 |
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overlay_action: replace |
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nomatch_action: create_new |
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item_action: ignore |
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import_mode: direct |
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When choosing an 'import\_mode' if you use "direct" then the staged |
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record will be immediately imported into Koha, and should be searchable |
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after your indexes catch up. If you choose "stage", then the record |
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will be placed in a staged batch for you to later go the :ref:`Manage Staged |
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MARC Records <staged-marc-record-management-label>` tool to finish the import. |
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If you import multiple records, they'll be in the same batch, until that |
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batch is imported, then a new batch will be created. |
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In "direct" mode, each record will be in its' own batch. |
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To start the service, run the script: |
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:: |
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/location/of/connexion/import/daemon/connexion_import_daemon.pl -d -c /location/of/config/file.cnf |
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.. _setting-up-your-oclc-desktop-client-label: |
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Setting up your OCLC Connexion Client desktop software |
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Setting up the OCLC Connexion Daemon |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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First, you will need to set up the :ref:`OCLC Connexion Daemon <cron-connexion-import-daemon-label>` on your server. |
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If you have a system administrator you will want to consult with them on this process. |
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1. Find the script on your server and view its documentation. |
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.. code-block:: shell |
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/usr/share/koha/bin/connexion_import_daemon.pl --help |
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2. Create a configuration file. You could put this anywhere that is visible to the account that will be running the |
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service, e.g., ``/etc/koha/sites/my_instance/oclc_connexion.conf``. The output of the help command provides the |
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details about what this file should contain. Here is an example: |
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:: |
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host: 0.0.0.0 |
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port: 5500 |
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log: /var/log/koha/my_instance/oclc_connexion.log |
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koha: https://staff.mylibrary.example.com |
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user: koha_staff_user_name |
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password: koha_staff_user_password |
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connexion_user: oclc_connexion_user_name |
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connexion_password: oclc_connexion_user_password |
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import_mode: direct |
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3. Since the configuration file contains passwords, make sure that it's only readable by the user running the script, |
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and nobody else. |
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.. code-block:: shell |
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chmod 400 /etc/koha/sites/my_instance/oclc_connexion.conf |
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4. Run the script. |
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- You can do this manually to test it out: |
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.. code-block:: shell |
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/usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf |
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- Or you can set up a ``systemd`` unit to keep the script running even when it crashes or the server reboots: |
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1. Create a file at ``/etc/systemd/system/koha-oclc-connexion.service``: |
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.. code-block:: |
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[Unit] |
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Description=Koha OCLC Connexion Daemon |
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After=network.target |
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[Service] |
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Type=exec |
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ExecStart=/usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf |
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Restart=always |
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[Install] |
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WantedBy=multi-user.target |
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2. Enable and start the service: |
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.. code-block:: shell |
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systemctl enable koha-oclc-connexion |
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systemctl start koha-oclc-connexion |
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3. Check the status of the service: |
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.. code-block:: shell |
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systemctl status koha-oclc-connexion |
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WorldShare Record Manager |
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~~~~~~~~~~~~~~~~~~~~~~~~~ |
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.. _setting-up-worldshare-record-manager-label: |
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Setting up |
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^^^^^^^^^^ |
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1. Log in to your WorldShare account. |
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2. Go to the "Metadata" tab. |
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3. Select "Record Manager" in the sidebar. |
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4. Select "User Preferences" in the sidebar. |
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**Note** |
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Since these are *User* Preferences, they must be configured for each user who will be using the service. |
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|worldshare_user_preferences.png| |
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5. Go to "Exporting – Bibliographic Records". |
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The official documentation from OCLC for all settings under this heading is found at |
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https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/Record_Manager_user_preferences/Exporting_Bibliographic_records#Set_preferences_for_TCP.2FIP_export . |
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6. Go to the "General" tab. |
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|worldshare_user_preferences_export_biblio_format_utf8.png| |
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1. Set the "Format" to "MARC 21 with UTF-8 Unicode", since Koha always uses UTF-8. |
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2. Click "Save". |
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7. Go to the "TCP/IP" tab. |
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|worldshare_user_preferences_export_biblio_tcp_ip.png| |
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1. Enter the host name or IP address at which the OCLC connexion daemon service |
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(configured :ref:`above <setting-up-oclc-service-on-koha-label>`) can be reached. |
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2. Set the Authentication to "Login ID" and enter the ``connexion_user`` and ``connexion_password`` from the |
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configuration file (created :ref:`above <setting-up-oclc-service-on-koha-label>`). |
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3. Optionally set the connection delay, connection attempts, and other settings. |
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4. Click "Save". |
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Using |
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^^^^^ |
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.. _sending-record-from-worldshare-to-koha-label: |
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Sending a single record from the WorldShare Record Manager to Koha |
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'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' |
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1. Log in to your WorldShare account. |
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2. Go to the "Metadata" tab. |
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3. Select "Record Manager" in the sidebar. |
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4. Search for a record. |
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|worldshare_search.png| |
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5. Click on the title of a record to open it. |
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6. Click on the "Record" dropdown menu, then "Send to", then "Local System (via TCP/IP)" |
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|worldshare_record_menu_export.png| |
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7. After a while, depending on your "connection delay" settings, you should see the record in Koha. |
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- If you used ``import_mode: direct`` in your configuration file, the record will be available in the catalog. |
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- If you used ``import_mode: staged`` in your configuration file, the record will be |
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:ref:`staged for import <stage-marc-records-for-import-label>`. |
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Sending multiple records from the WorldShare Record Manager to Koha |
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''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''' |
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1. Log in to your WorldShare account. |
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2. Go to the "Metadata" tab. |
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3. Select "Record Manager" in the sidebar. |
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4. Search for a record. |
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|worldshare_search.png| |
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5. Click on the title of a record to open it. |
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6. Click on the "Record" dropdown menu, then "Send to", then "Export List ...". |
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Select a list to which to add the record. |
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7. Repeat from step 4 as needed. |
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8. Click on "Export Lists" in the sidebar. |
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9. Click on the name of a list to open it. |
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10. Click on the "Export" dropdown menu, then "Send to local system (via TCP/OP)". |
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| 370 |
|worldshare_export_list.png| |
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| 372 |
11. After a while, depending on your "connection delay" settings, you should see the record in Koha. |
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- If you used ``import_mode: direct`` in your configuration file, the record will be available in the catalog. |
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- If you used ``import_mode: staged`` in your configuration file, the record will be |
| 376 |
:ref:`staged for import <stage-marc-records-for-import-label>`. |
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OCLC Connexion Client desktop software |
| 379 |
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
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| 381 |
.. _setting-up-the-oclc-desktop-client-label: |
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|
| 383 |
Setting up |
| 384 |
^^^^^^^^^^ |
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|
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|
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**Note** |
386 |
**Note** |
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387 |
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Lines 325-341
dialog will pop up, and you'll see Connexion attempting to talk to Koha.
Link Here
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including its biblio number, and a URL that you can copy into your web |
434 |
including its biblio number, and a URL that you can copy into your web |
| 326 |
browser to jump straight to the record. |
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browser to jump straight to the record. |
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| 328 |
.. _using-the-oclc-connexion-gateway-label: |
437 |
.. _using-the-oclc-connexion-desktop-software-label: |
| 329 |
|
438 |
|
| 330 |
Using the OCLC Connexion Gateway |
439 |
Using |
| 331 |
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ |
440 |
^^^^^ |
| 332 |
|
441 |
|
| 333 |
Records can be exported from Connexion either in a batch or one by one. |
442 |
Records can be exported from Connexion either in a batch or one by one. |
| 334 |
|
443 |
|
| 335 |
.. _exporting-records-one-by-one-label: |
444 |
.. _exporting-records-one-by-one-label: |
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445 |
|
| 337 |
Exporting records one by one |
446 |
Exporting records one by one |
| 338 |
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
447 |
'''''''''''''''''''''''''''' |
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|
448 |
|
| 340 |
To export bibliographic records one by one, be sure your "Batch" options |
449 |
To export bibliographic records one by one, be sure your "Batch" options |
| 341 |
are correct: from the "Tools" menu, select "Options", and select the |
450 |
are correct: from the "Tools" menu, select "Options", and select the |
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If the record was overlaid, you will see a message to that effect in the
Link Here
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.. _exporting-records-in-a-batch-label: |
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.. _exporting-records-in-a-batch-label: |
| 360 |
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|
| 361 |
Exporting records in a batch |
470 |
Exporting records in a batch |
| 362 |
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
471 |
'''''''''''''''''''''''''''' |
| 363 |
|
472 |
|
| 364 |
To export bibliographic records in a batch, be sure your "Batch" options |
473 |
To export bibliographic records in a batch, be sure your "Batch" options |
| 365 |
are correct: from the "Tools" menu, select "Options", and select the |
474 |
are correct: from the "Tools" menu, select "Options", and select the |
|
Lines 387-393
report (depending on your Client options for that).
Link Here
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| 387 |
.. _items-in-oclc-label: |
496 |
.. _items-in-oclc-label: |
| 388 |
|
497 |
|
| 389 |
Items in OCLC |
498 |
Items in OCLC |
| 390 |
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
499 |
''''''''''''' |
| 391 |
|
500 |
|
| 392 |
If you'd like to create your item records in OCLC you can do so by |
501 |
If you'd like to create your item records in OCLC you can do so by |
| 393 |
adding a 952 for each item to the bib record you're cataloging. |
502 |
adding a 952 for each item to the bib record you're cataloging. |
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Lines 426-432
you'd like. Most libraries will enter a call number in subfield o and a
Link Here
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barcode in subfield p as well. Review the :ref:`Location and item information <952-location-item-information-label>` cataloging guide for a full list of subfields and values. |
535 |
barcode in subfield p as well. Review the :ref:`Location and item information <952-location-item-information-label>` cataloging guide for a full list of subfields and values. |
| 427 |
|
536 |
|
| 428 |
Overlaying a bib record from OCLC |
537 |
Overlaying a bib record from OCLC |
| 429 |
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ |
538 |
''''''''''''''''''''''''''''''''' |
| 430 |
|
539 |
|
| 431 |
To overlay a bib record from OCLC, include a 999__$c in |
540 |
To overlay a bib record from OCLC, include a 999__$c in |
| 432 |
the record with the Koha record number of the Koha |
541 |
the record with the Koha record number of the Koha |
| 433 |
- |
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