CS V Metadata for IMConnect

1. Log into IMConnect

2. Click on Records Management

3. Click on Search Tools and select Advanced Search

4. At the bottom of the Advanced Search screen choose

5.  

   1. Field = File Description 8

   2. Rule = is blank

   3. Click on Search

6. Click on Export and choose Export Current Fields to csv file, creates a zip file

7. Open zip file and change name of SearchResults_FilesReport_06132019156 to 2019???? Metadata_?.txt

8. Move the file to the NHD folder

9. In excel open the txt file (Delimited by comma)

10. Copy 50,000ish barcodes from Column C to a new file and save as csv file

11. Use the Convert Barcodes to Item Records

12. In Sierra Import to Create Lists and Dedup

13. Export using saved export to txt file 20190612 Metadata Detail.txt

14. In Excel use delimited ~ and UTF-8

15. Filter and check all data is in appropriate column - DO NOT SAVE IN BETWEEN

16.  

    1. Find and remove any dup call numbers and bib numbers (from linking or double call numbers in bib) search for “

    2. In 245ab field remove commas, single and double quotes, \ /

17. Copy Titles to a new XMLS and add Module and run script: StripAccent(A2) and copy to bottom of titles

18. Copley Titles form XMLS to original txt file replacing the current title column (Special Paste values)

19. Save as csv file

20. Open csv and spot check titles

21. Send csv to IM

Major = Barcode

Minor = Call Number

Field 3 = Volume

Field 4 = Title

Field 8 = OCLC#

Field 9 = Bib Number