Date post: | 13-Apr-2017 |
Category: |
Documents |
Upload: | alexander-cooper |
View: | 40 times |
Download: | 1 times |
Automating Cataloging Workflows with OCLC
and Alma APIs
Erin Grant, Head of Metadata ServicesAlex Cooper, Data Analyst
Emory University Libraries• 14,724 total FTE 2015 (53% undergrad, 47%
grad/professional)• 2 campuses: Main & Oxford• 200+ librarians and staff • 3.8M titles / 1.1M e titles / 3.5M physical volumes• 10 libraries, 6 OCLC symbols• Woodruff Library (main library)
Emory University LibrariesMigrated to Ex Libris Alma (from Ex Libris Aleph) December 2015
Metadata/Cataloging• Alma changed/still changing workflows
Core Systems• Supports all Emory libraries’ core systems, including Alma• Long history of scripting custom solutions
Emory University Libraries• The 2 apps we cover rely heavily on APIs• You might say: Along with migration, we caught “API fever”
APIs!!https://cdn.meme.am/instances/36097454.jpg
1. OCLC Delete App
The ProblemInefficient manual workflow for deleting OCLC monograph holdings
Stacks Lost/Missing Proces
s
Stacks
Withdrawn proce
ss
Stacks
deletes bib
records
Cataloging
manually
removes OCLC holding
sApp deletes OCLC holdings
(Sidebar: Alma OCLC Publishing)Alma does have the ability to publish holdings to OCLC, but:
• Our holdings need to be removed if they’re Deleted OR Withdrawn
• Time-consuming and complicated to set up?• Must use all 6 Emory OCLC symbols?• Requires a reclamation project with OCLC?• Requires bib records with embedded holdings information?
…Scripting something with APIs sounded easier and quicker
User Needs• Identify monographic records that should have OCLC holdings
removed• Produce list of corresponding OCLC numbers• Search Alma for flagged OCLC numbers (QC)• Automatically delete holdings from OCLC• Email QC report of OCLC numbers for manual resolution
Ingredients• 2 Alma Analytics reports• Withdrawn and Deleted Records
• Alma Analytics API• Alma SRU• WorldCat Metadata API
http://assets.marthastewart.com/styles/wmax-1500/d27/5064_121809_snoopdogg2_prev/ 5064_121809_snoopdogg2_prev_vx.jpg?itok=hhTZbZmo
Email Tech Services Staffoclc_delete_holdings.pyget_alma_deleted_holdings.pydelete_oclc_holdings.sh
Steps• Analytics is used to produce the list of OCLC numbers• Analytics API is used to retrieve the list of OCLC numbers• SRU is used to ensure that there are no duplicate holdings in Alma• WorldCat Metadata API is used to delete the OCLC holdings
Approach for Deleted Records• Call up Deleted monographic OCLC numbers report• Normalize OCLC numbers• Double-check for Deleted OCLC numbers in Alma• Email report of OCLC numbers still currently in Alma• Remove holdings from WorldCat
Approach for Withdrawn Records• Call up Withdrawn monographic OCLC numbers report• Required 3 Analytics reports
• Normalize OCLC numbers• Remove holdings from WorldCat
SQL Query
QC Deletes Email Report
Future Enhancements• Delete OCLC holdings for last Woodruff item deleted on a record• Analytics/SQL similar to Withdrawn process
• Use same basic concept to set OCLC monographic holdings
2. PromptCat App
The ProblemPromptCat record loads overlaying manually cataloged bibs and inventory
PromptCat EOCR
load
PromptCat full record
load
Full bib and shelf-ready inventory
PromptCat EOCR load
Manual copy cataloging
PromptCat full record load
Local full bib & 1st
copy overwritt
en
User Needs• Extract OCLC numbers from files destined for 2nd load• Search Alma for OCLC numbers• Split original file into 2 files• Not in Alma – ok to load• Already in Alma – hand off to Cataloging
• Email files
Ingredients• Retrieve Vendor Files• Process Files• Alma SRU
https://lh4.googleusercontent.com/9q-GRYHId_Y46Btmzsil8eNlu-EZME-RmQeVkOkFT2RUdBF7eV5uB0rbxiqrxsuD-hmCGjOtmBm8pITW_iY-LwhMSwnpPyq6mmGfVzzogS-
gbArz3BBNmJ8z9ucrOmDFschjOws
Email Tech Services Staffcheck_oclcno_via_sru.pygobi.expybp_firm_receive.sh
Steps• Expect is used to automate vendor file retrieval• Bash is used to process the files and email reports• SRU is used to ensure that there are no duplicate holdings in Alma
Python for SRU
PromptCat Email Reports
Codehttps://github.com/Emory-LCS/Alma-Public/tree/master/DeleteOclcHoldings
https://github.com/Emory-LCS/Alma-Public/tree/master/PromptCatFirm
Contact [email protected]
Thank you!