Efficient Export Process for Renewing Periodical Subscriptions
Learn a streamlined method for exporting and managing your periodical subscriptions renewal data. Follow step-by-step instructions to filter, clean up, and organize the data before uploading for efficient processing. Improve your workflow with these effective strategies.
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Presentation Transcript
LACUNY Serials Roundtable Prof. Monica Berger New York City College of Technology Oct. 26, 2012
Request your renewal from Ebsco as a spreadsheet Does not require renewing as spreadsheet: No issue with using Ebsconet for renewals Do not try to get data from Ebsconet via my orders: confusing and time- consuming Probably fine to use My Renewals in Ebsconet to export to Excel
Copy the file (good to save original) Filter the spreadsheet to remove the online titles Cleanup membership titles (swap in title and ISSN as needed) Leave only the TITLE and ISSN fields Change the headers to TITLE and ISSN respectively Save the file as .txt (required for uploading into Serials Sol n)
After logging in 1. DATA MANAGEMENT 2. CREATE NEW DATABASE 3. Name your database, e.g. Print periodicals renewal 2012 4. Save your database
1. Download template for local holdings 2. Template is in .txt file, so save to your computer and open up in Excel 3. Drop in your title & issn data 4. Save file to your computer as tab delimited .txt file 5. Close the file 6. Upload file (UPLOAD TITLES) 7. Wait for overnight load for titles to index
On start page, go to Business Intelligence Tools Select OVERLAP ANALYSIS Remove any print holdings if you have already loaded these Run analysis Go to your renewals data and click on number in column Title Overlap Report is generated of what is available in databases and ejournal packages incl. OA Export summary; file is .txt; open in Excel
For documentation, see in the Support Center, Library-Specific (Library- Managed)Holdings Database Overview (Answer ID 1000) If you want your print holdings to link to the CUNY Catalog, follow instructions for library- specific holdings but use permalinks in the catalog for your URLs, e.g. http://apps.appl.cuny.edu:83/F/?func=item- global&doc_library=CUN01&doc_number=0006 08435&year=&volume=&sub_library=GC001 Don t forget to add ISSN!
