Automatically making a report of newly acquired records Yoel Kortick 2007

Introduction This presentation will show two ways of making a report of newly acquired records: Via services Retrieve Catalog Records (ret-01) and Print Catalog Records - Custom Format (print-01) (slides 4-17) Can work for all records including those with no attached item Via SDI (slides 18-26) Will work only for this with an attached item

Objective The objective of this presentation is to explain How the report can be made automatically with no constant human intervention How the report can be displayed to the end users (library patrons) We will not explain how to use p-ret-01 and p-sdi-01 services, but rather how they can run automatically for our purposes.

Retrieve Catalog Records (ret-01) These are the parameters for p-ret-01: il-aleph02-18(1) USM01-YOELK>>csh -f $aleph_proc/p_ret_01 Usage: csh -f p_ret_01 p_active_library,p_file_in,p_file_out,p_doc_number_from,p_doc_number_to,p_cataloger,p_level,p_open_date_from,p_open_date_to,p_update_date_from,p_update_date_to,p_alpha,p_sw_or_and,p_sw_or_and_2,p_code,p_sub_code_a,p_text_from_a,p_text_to_a,p_sub_code_b,p_text_from_b,p_text_to_b,p_code_2,p_sub_code_a_2,p_text_from_a_2,p_text_to_a_2,p_sub_code_b_2,p_text_from_b_2,p_text_to_b_2,p_code_3,p_sub_code_a_3,p_text_from_a_3,p_text_to_a_3,p_sub_code_b_3,p_text_from_b_3,p_text_to_b_3,p_item_date_from,p_item_date_to,p_user_name

Retrieve Catalog Records (ret-01) If we wanted to retrieve all records with creation date from January 1st 2007 to January 7th 2007 in library USM01 with output file name jan_1_7 then it would look like this: csh –f $aleph_poc/p_ret_01 USM01,,jan_1_7,000000000,999999999,,00,20070101,20070107,00000000,99999999,,AND,NOT,,,,,,,,,,,,,,,,,,,,,,00000000,99999999,MASTER,

Retrieve Catalog Records (ret-01) If we wanted to run ret_01 every day and retrieve all records create in the last week the we could put this line in $alephe_tab/job_list: ! 2 3 4 5 6 7 !!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!! W3 20:39:00 Y ret_01_week_yoel USM01 p_ret_01 USM01,,last_7_days.%DATE,000000000,999999999,,00,%DATE-D007,%DATE,00000000,99999999,,AND,NOT,,,,,,,,,,,,,,,,,,,,,,00000000,99999999,MASTER, W3 in column 1 is from job_list.conf and is defined in job_list.conf to be every day, thus this job will run every day %DATE in job_list means “today” %DATE-D007 in job_list means “today – 7 days”

Retrieve Catalog Records (ret-01) It is thus as if we daily run ret_01 as follows: last_7_days.[today’s date] Today’s date Today’s date – 7 days

Retrieve Catalog Records (ret-01) So now we have an output file called last_7_days.[today’s date] The output file called last_7_days.[today’s date] contains all records updated in the last seven days We will use this as an input file in another service, for example p_print_01 While we can use any service and any format, we will use here service p_print_01 format 37

Print Catalog Records - Custom Format (print-01) Now we will run p_print_01 like this, but via job_list last_7_days.[today’s date] (output of ret-01) last_7_days_report.[today’s date] Catalog Card is format 37

Print Catalog Records - Custom Format (print-01) Here are the parameters for p_print_01 il-aleph02-18(1) USM01-YOELK>>csh -f $aleph_proc/p_print_01 Usage: csh -f p_print_01 p_active_library,p_file_name_in,p_file_name_out,p_format_type_x,p_level

Print Catalog Records - Custom Format (print-01) If we wanted to run print_01 every day use output file of p_ret_01 then we could put this line in $alephe_tab/job_list: ! 2 3 4 5 6 7 !!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!! W3 20:40:00 Y print_01_week_yoel USM01 p_print_01 USM01,last_7_days.%DATE,last_7_days_report.%DATE,037,00, The input file listed here is last_7_days.%DATE, which was the output from p_ret_01 The output file listed here is last_7_days_report.%DATE. It will receive suffix print_01_week_yoel from column 4

Print Catalog Records - Custom Format (print-01) After p_print_01 runs it creates a report in $data_print directory of USM01 We can also via job_list move this file to a directory where the library may want it (for internal use such as posting to web site) The file name is last_7_days_report.%DATE.print_01_week_yoel Here is the file: il-aleph02-18(1) USM01-YOELK>>cd /exlibris/aleph/a18_1/usm01/print/ il-aleph02-18(1) USM01-YOELK>>ls -1rt last_7_days_report*print_01_week_yoel last_7_days_report.20071126.print_01_week_yoel We want to move the file to this directory: /exlibris/aleph/a18_1/library/sally Sally will then take the file and do something else with it

Print Catalog Records - Custom Format (print-01) This line in job_list will copy the file from $data_print to /exlibris/aleph/a18_1/library/sally and call the file last_7_days ! 2 3 4 5 !!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!> W3 21:17:00 N copy_log cp -p /exlibris/aleph/a18_1/usm01/print/last_7_days_report.%DATE.print_01_week_yoel /exlibris/aleph/a18_1/library/sally/last_7_days

Print Catalog Records - Custom Format (print-01) Here now is a complete listing from job_list of retrieval via ret-01, printing of the report via print-01 copying of the file from $data_print to a personal library directory. !!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!! W3 07:15:00 Y ret_01_week_yoel USM01 p_ret_01 USM01,,last_7_days.%DATE,000000000,999999999,,00,%DATE-D007,%DATE,00000000,99999999,,AND,NOT,,,,,,,,,,,,,,,,,,,,,,00000000,99999999,MASTER, W3 07:16:00 Y print_01_week_yoel USM01 p_print_01 USM01,last_7_days.%DATE,last_7_days_report.%DATE,037,00, W3 07:21:00 N copy_log cp -p /exlibris/aleph/a18_1/usm01/print/last_7_days_report.%DATE.print_01_week_yoel /exlibris/aleph/a18_1/library/sally/last_7_days

Print Catalog Records - Custom Format (print-01) When job_list completes the output file (report) has been created and a copy has been made in desired directory. 18(1) USM01-YOELK>>cd $data_print 18(1) USM01-YOELK>>ls -1rt last_7_days_report.20071127.print_01_week_yoel last_7_days_report.20071127.print_01_week_yoel 18(1) USM01-YOELK>>cd /exlibris/aleph/a18_1/library/sally/ 18(1) USM01-YOELK>>ls -1rt last_7_days last_7_days

Print Catalog Records - Custom Format (print-01) Every day a new file will appear in file list of task manager with different date

Print Catalog Records - Custom Format (print-01) Here is an example

Selective Dissemination of Information (sdi-01) We will now produce a report of newly acquired records via the service Selective Dissemination of Information (sdi-01). As previously mentioned this service will only retrieve records with new or updated items. The first step is to create a global and local patron record and make sure he has permission to create SDI profile This patron will be a “fictitious” entry, such as the name of the library He should have an email address if you want the report to also be sent via email

Selective Dissemination of Information (sdi-01) Here is our sample global patron record

Selective Dissemination of Information (sdi-01) User logs in to web OPAC and does a search for any record which has “word from sub library” (WSL) being “steak” or “lamb” Search could be for any parameters and could also be something including the entire collection

Selective Dissemination of Information (sdi-01) User click’s “Previous Searched”, selects the search and clicks “SDI request” New records will be checked every 7 days

Selective Dissemination of Information (sdi-01) New Records will be sent via email and accessible via an RSS feed Results will be sent via email and appear in RSS feed.

Selective Dissemination of Information (sdi-01) User views his SDI profiles The user can see his RSS feed URL

Selective Dissemination of Information (sdi-01) Service sdi-01 is set to run every day via job_list ! 2 3 4 5 6 7 !!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!! W3 08:35:00 Y USM50 p_sdi_01 USM50

Selective Dissemination of Information (sdi-01) RSS feed URL Hyperlink directly to document

Selective Dissemination of Information (sdi-01) Library can make a link from the library web site to the list of new records (on previous slide). The link will be to the RSS URL of the SDI profile of the user “Library” There may be several links to different SDI profiles. Every time sdi-01 is run the list generated via the RSS URL will be updated.