ExportQ Yale University Library. What Is ExportQ ? Written by Library Systems Office Used with...

ExportQYale 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:

http://www.library.yale.edu/lso/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:

http://www.library.yale.edu/cataloging/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