Premiers reading challenge listmaker

Saving Catalogue Stockitem Records to a File

1. Launch the Amlib client
2. Go to Main > StockItems > StockitemWhere – the Stockitem Where Search screen will display
3. Enter the following Where statement:
    
   1. Choose Column to Search, select Item No
   2. Choose Operator select ≠ (not equal to)
   3. Leave box (3) empty
   4. Click the Paste button
      
      
      
      Please Note: You may also want to limit the Where statement by collection – for example:
      Sts Code = JF
       
   5. Click the F7 QtoFile button – the Stockitem Saved Query Results screen will display:
      
      
       
4. Click the F1 New button and give the file an appropriate Details name– for example: 
   Premiers Reading Challenge (as this is the file that will be used when exporting the data)
    
   1. Click the F3 Save button to save the name of the file
   2. Highlight the file and click the F9 Select button to transfer the list of items into the file
   3. A prompt will display with the following message: The ‘PREMIERS READING CHALLENGE’ file contains XXX stockitems.
      
      
5. Click the OK button

The Saved File is now complete.

Check the Export Items Definitions

Before using Marc Export for the first time, you must check that the appropriate mapping has been done for Marc Export. This only needs to be done once.

1. Go to Main > Authorities > Authorities – the Authorities screen will display
2. From the menu, select Application > MarcItemDefs - the Marc Import Definitions screen will display
3. Click on the Export Items tab
    

    Note:  This table is used to set the parameters for the Export Items. To complete an export for the Premiers Reading Challenge it is necessary to enter as least one Marc tag in this screen: specifically the barcode tag. As seen in the example below, more tags can be defined for an export to different systems, however, for the PRC Listmaker, only the barcode is required.

4. In the Tag No and Subfield columns enter the tag number that Barcode will go in (see Note below on choosing a tag if one is not already entered):
   
   
   
    Note:  The Marc Tag does not need to be defined on the Authority > MarcTags screen to be used in the Export. Usually, a 9xx Tag is chosen as this is reserved as these are the Local Defined Tags. For example, 945i or 998a are good choices.
    
5. Click the F3 Update button when complete

Export the Records from Amlib

1. Go to Main > Authorities > Authorities – the Authorities screen will display
2. From the menu, select Application > MarcExport – the Marc Export screen will display
3. Enter the following parameters:
    
   1. (1) Choose the Marc Export type: select Bibliographic Export from Stockitem File
      
      
       
   2. (2) Change any options specific to the selected export type: select Write each Marc record on a separate line in the Export File
      
      
       
   3. Leave (3) blank
   4. (4) Select the Saved File to use in the export: click the Saved File… button – the Stockitem Saved Query Results screen will display:
      
      
       
   5. Highlight the Premiers Reading Challenge file and click the F9 Select button
      
      
   6. (5) Ensure the Marc radio button is selected:
      
       
   7. Click the Save As… button – Marc File – Save As… screen will display:
      
      
       
   8. Select a drive to save the file to, create a file name (for example: PRCListmakerFile)and click the Save button
      
      
       
4. Select the F3 Start button – an Export processing prompt will display:
   
   
5. When complete, a prompt with the following message will display: XXX records from the ‘PREMIERS READING CHALLENGE’ Saved File have been exported.

Click the OK button

PRC Listmaker

Download and install the PRC Listmaker client (this example uses the S.A. PRC Listmaker):

1. Launch the PRC Listmaker client
   
    
2. From the menu, select File > Compare – the Compare Library Data screen will display:
   
   
3. Select MARC format data (Amlib) and click the OK button
    
4. Navigate to the saved .mrc file, select it and click the Open button
   
   
    
5. A prompt with the following message will display: Do you want to tag the matched records in the data?
   
   
    
6. Click the Yes button – the file will then be scanned:
   
   
    
7. The result list will display when complete:
   
   
    
8. Click the Exit button – an output.mrc file of tagged items will have been created in the same folder that the export file was saved to

Importing the PRC output file into Amlib

The PRC Listmaker Compare process will produce a file called output.mrc which needs to be imported into Amlib.

1. Launch the Amlib client
2. Go to Main > Authorities > MarcTakeUp – the Marc Import screen will display:
   
   
3. Click the F1 Open button to display the Open dialogue box:
   
   
4. Browse to where the output.mrc file is saved, select the file and click the Open button – the Marc Import – Open screen will display:
   
   
5. Complete the options as follows:
   1. Marc Options = Bibliographic Data
   2. Open and Update = unticked
   3. Load Range = All
       
6. Click on the OK button – the Bibliographic Options window will display, showing how many records are in the file (matched items from the PRC Listmaker):
   
   
7. Ensure the defaults are selected as above:
   1. Each Bibliographic record contains: Catalogue data only
   2. When displaying the records show: All tags in the file
       
8. Click the OK button – the Update Options – Open and Update screen will display:
   
   
9. Ensure that the Update Options are set as follows:
   1. When an incoming Catalogue is matched with an existing Catalogue: Replace the existing Catalogue
   2. When an existing Catalogue is replaced all existing Stockitems: Are refreshed except lines: 6
       
10. Click the OK button – the Marc Import screen will display:
    
    
     
11. Click the F3 Update button – the Saved Files – Open and Update screen will display:
    
    
12. Type the names of the files into which all the newly created Catalogues and/or Authorities will be saved. If you do not want to check new items – for example, Authorities, do not enter a filename.
     
13. Click on the OK button – an Update processing prompt will display:
    
    
14. Once complete, a prompt will display with the following message: Record Numbers X to XXX have been Updated.
    
    
15. Click the OK button

The import of the tagged PRC records is now complete.

Tagged Catalogue and Stockitem Records

1. Viewing the records in the Catalogue module shows that the asterisk is added to the title and the level is added as a 490 Series tag to the record:
   
   
    
2. Viewing the item in the Stockitem module also shows the asterisk (*) and a PRC series entry: