1. Automatically making a report of newly acquired records Yoel Kortick 2007

2. 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

3. 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.

4. 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

5. 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, , ,,00, , , , ,,AND,NOT,,,,,,,,,,,,,,,,,,,,,, , ,MASTER,

6. 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: !
!!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!
W3 20:39:00 Y ret_01_week_yoel USM01 p_ret_ USM01,,last_7_days.%DATE, , ,,00,%DATE-D007,%DATE, , ,,AND,NOT,,,,,,,,,,,,,,,,,,,,,, , ,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”

7. 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

8. 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

9. 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

10. 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

11. 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: !
!!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!
W3 20:40:00 Y print_01_week_yoel USM01 p_print_ 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

12. 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 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

13. 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 !
!!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!!!!!>
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

14. 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_ USM01,,last_7_days.%DATE, , ,,00,%DATE-D007,%DATE, , ,,AND,NOT,,,,,,,,,,,,,,,,,,,,,, , ,MASTER,
W3 07:16:00 Y print_01_week_yoel USM01 p_print_ 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

15. 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 print_01_week_yoel
last_7_days_report 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

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

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

18. 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 address if you want the report to also be sent via

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

20. 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

21. 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

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

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

24. Selective Dissemination of Information (sdi-01)
Service sdi-01 is set to run every day via job_list !
!!-!!!!!!!!-!-!!!!!!!!!!!!!!!!!!!!-!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!
W3 08:35:00 Y USM50 p_sdi_ USM50

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

26. 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.