Transferring Records

TRANSFERRING RECORDS

FROM A Z39.50 SEARCH

INTO UNICORN

10/30/00jjb

NOTE: We will NOT be using Z39.50 Protocol to transfer records from OCLC into Unicorn. For instruction on transferring records from OCLC , see one of these documents.

· Transferring Bib Records from OCLC to Unicorn

· Transferring Authority Records from OCLC to Unicorn

IN SMARTPORT

· Follow the instructions in the "Searching Using SmartPort's Z39.50 Protocol" to find and identify records that you want to transfer into Unicorn

· In SmartPort, be at the window display below:

· You can use the Arrow icons in this window to scroll to an earlier or later record within the hit list

· You can use the icon to "jump" to a specific record. When you click on this, you'll get a window similar to the one below:

You'll be asked to enter a number between 1 and the total number of

records in your list. (For example, there were a total of 6 records in the

list for the above window. Entering "3" and clicking OK would display

the 3rd record.)

· Once you have identified a record that you want to transfer into Unicorn, follow the steps below to finish transferring the record into Unicorn

o Click on the "capture icon"

o Verify/edit the load options (see the "Setting Default Load Options in Unicorn" document

· Specify whether you want to replace to replace the current record (NOTE: The "Current Record" is the last bib record that you looked at.)

· The following fields are protected from overlay, i.e. they will remain on the Unicorn record after it has been replaced:

§ 035 Local system #

§ 590 Local note

§ 591 NOTIS Title Level note

§ 597 Call number overflow field

§ 856 URL

§ 956 Local URL

· Specify what match points you want

· Specify the holding library (no drop-down list, you'll need to know the code for the library)

· Click "OK" when finished, and you will return to WorkFlows

IN WORKFLOWS

· You will see a screen where you can edit the information on the record as needed

o Click OK for a screen to view/edit the call record

o Click OK to enter the record

o Complete your work as needed