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Open Content Alliance metadata capture procedures
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Document summary: This document leads the user through the steps used in capture, transformation, and uploading of Open Content Alliance metadata into OCLC and then into NCSU's Unicorn catalog.
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Capture MARC XML metadata from Open Content Alliance Website
- Digitized content available through NCSU Libraries main OCA content page
- For each scanned title splash page, use the HTTP link from the View the book box on the left

- From the HTTP Index page, right click on the file with marc.xml extension; save link to g:\Cataloging\Metadata\Open Content Alliance\pending

- DLI has devised a local script page which automatically harvests OCA metadata and stores it at T:\depts\cataloging\oca\marcxml
Transform OCA XML to MARC21
- From MarcEdit, choose Tools, then Batch Process Records
- Source directory should be g:\Cataloging\Metadata\Open Content Alliance\pending; File Types: (blank); Function: OCAxml=>MARCXML
- Click on Process

- Transformed files will be in g:\Cataloging\Metadata\Open Content Alliance\pending\processed_files
- If resulting MARC XML file has 0 bytes:
- Open corresponding file in g:\Cataloging\Metadata\Open Content Alliance\pending\ in Oxygen XML editor
- Check file for duplicate subfields in 260; fix
- Run MARC Breaker on single files, saving to g:\Cataloging\Metadata\Open Content Alliance\Pending\processed_files to overwrite bad files
- From MarcEdit, run Batch Process Records again, this time to transform MARC XML to MARC

- End result of this process will be separate MARC records for each scanned volume in g:\Cataloging\Metadata\Open Content Alliance\Pending\processed_files\processed_files
- From MarcEdit, choose Tools, then MARCjoin
- Source File: will be the name you wish the end file to have (I use OCAmmdd.mrc, where mm=month, dd=day)
- File(s) to Join: will be the contents of g:\Cataloging\Metadata\Open Content Alliance\Pending\processed_files\processed_files; highlight all files (CTRL A) to grab all

- If you have multi-volume sets to combine before batching to OCLC, open the joined MARC file in Marc Breaker and copy 856s for 2nd, 3rd volume to the record for 1st volume; add $zVol. 1, $Vol. 2, etc. to 856; delete bib records for extra volumes
Import transformed records into WorldCat
- Open OCLC Connexion
- From File open Import Records to import the file into your local save file.
- Enter the path/filename to your saved MARC records, usually g:\Cataloging\Metadata\Open Content Alliance\Pending\OCAmmdd.mrc
- In answer to the question "Delete Original File", say NO

- Within OCLC Connexion, login to WorldCat and open your local save file. Today's records should have "NEW" in "Control #" and today's date in "Date/Time Added".
- Check/edit each record, validate, and UPDATE to utility. Common problems here include:
- Diacritics which don't translate into the MARC XML
- Non-AACR2 punctuation not caught by XSLT
- Capitalization of corporate names, especially in 245, 260, & 4xx
- Use of abbreviated publisher statement in 260$b ("University Press", "The Department", "Gov't Printing Ofc")
- Untraced series that should be traced
- Unacceptable characters in 776 $w (DLC), usually prefixes such as "agr"; simply remove these
- Highlight all records processed for the week and export to your computer
Load OCLC export file into Unicorn
- In Unicorn, open MARCImport wizard, import file onto Unicorn server using filename you will remember (OCAmmdd.mrc)
- From New report menu, Templates, open Load OCA titles, enter file name assigned above on Load tab, File to load.
- From Finished reports, check finished report to ensure records loaded
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