ExportQ Yale University Library. What Is ExportQ ? Written by Library Systems Office Used with Voyager Cataloging Two main functions –Facilitates record.

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Presentation transcript:

ExportQ Yale University Library

What Is ExportQ ? Written by Library Systems Office Used with Voyager Cataloging Two main functions –Facilitates record exporting –Generates warning messages

Downloading ExportQ Download using PCAmigo Instructions: workstation/docs/exportq/ workstation/docs/exportq/

Opening ExportQ Icon location: Start>Programs>Voyager>Cataloging with ExportQ Icon opens both Voyager and ExportQ

Moving the ExportQ Window ExportQ can sit on top of Voyager Can be moved around desktop Can be minimized and maximized Minimized window available in task bar

Voyager Record Number Bib record number displays in ExportQ If multiple bib records open, displays the ID of the active record Can copy and paste ID if desired

Warning Message! Check ExportQ before editing bib record Don ’ t edit if see red warning message! Editing MFHD and item records is okay

Exporting Bib Records Not all staff do exporting Don ’ t export without permission!

Export Destinations RLIN, OCLC, and MARS RLIN and OCLC are copy cataloging databases MARS is an authority control service

What Warning Messages Mean Warning message means record –not yet returned from MARS or –not yet loaded back in Voyager If you ignore warning message, your changes will be overlaid!

Starting MARS Extracts Soon! Have not been sending records to MARS since we moved to Voyager Plan to start next week Warning messages will start appearing

Closing ExportQ Closing Voyager Cataloging automatically closes ExportQ too Can close ExportQ separately but not recommended

Questions So Far?

Exporting Procedures

Selecting Export Destinations All three boxes checked by default Clicking a box will clear it Can keep your settings for the remainder of your session only

“Send” Button Sends record ID to queue (not record) Record is not taken until Systems Office does batch extract Cannot “ send ” a record twice in one session Systems Office will send latest version of record when doing extract

“Show History” Button Lists all record IDs exported during a single session Does not retain record IDs from previous sessions Can copy and paste export history

Questions?

Exporting Policies

Which Records Get Exported Only fully cataloged records No in-process, order, or backlog records No records that have NACO work pending

Where Records Get Sent Depends on the type of record! Official summary: authorities/exporting.doc

Cataloging Done in Orbis Send to RLIN, OCLC, and MARS If OCLC BatchMatch record, send to RLIN and MARS only If manuscripts and archives record, send to RLIN and MARS only

Cataloging Done in RLIN If Chinese, Japanese, or Korean: import into Orbis and send to OCLC and MARS If Arabic, Persian, Hebrew, or Yiddish: import into Orbis and send to OCLC only

Record Updates If adding new access points to a fully cataloged record, re-export to MARS Special collections records may also be re-exported to RLIN if desired Other updated records should not be re- exported

Extract Schedule Weekly record extracts Extract records on Mondays Send to MARS on Tuesdays Receive back and load by Thursdays Recommend finishing NACO authority records every Friday (if independent)

The End