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Creating Aleph acquisitions orders
from Excel spreadsheet data via XSLT
                                       ENUG 2011-10-28
William W. Jones
Integrated Library Systems Librarian
New York University Libraries
212-998-2463
william.jones@nyu.edu
http://www.library.nyu.edu
Aleph supported libraries

 New York University Libraries-
   Bobst Library
   Abu Dhabi (UAE)
   Courant Institute of Mathematical Sciences
   Institute of Fine Arts
   Institute of Fine Arts Conservation
   Institute for the Study of the Ancient World
   Kevorkian Institute
   La Pietra (Italy)
   Real Estate Institute
   Shanghai (China) [2013]
 Brooklyn Historical Society
 Cooper Union
 The New School Libraries-
   Fogelman Social Sciences and Humanities Library
   Gimbel Art and Design Library
   Scherman Music Library
 New-York Historical Society
 New York School of Interior Design
Statistics
Vendor-supplied records
 MARC21 records-
  Cambeiro (Argentina)
  Cassalini (Italy)
  Harrassowitz (Germany)
  Leila (Egypt)
  Sulaiman (Lebanon)
  Touzot (France)
  YBP (US, UK)

 Non-MARC21-
  Jerusalam Books (Israel)
  ISIS (Turkey)
  CD Connection (USA)
  NYU Press (USA)
Aleph services
 FILE-01 (Convert MARC Records - Step 1)

   This service is the first step of a process to convert
 records from MARC format to the ALEPH sequential format.


 FILE-02 (Convert MARC Records - Step 2)

   This service constitutes the second step of a process to convert
 records from MARC format to ALEPH sequential format.


 FILE-96 (Generic Vendor Records Loader)

    This batch service loads MARC records, creates associated holdings,
 item, order, and budget transaction records, and encumbers the
 appropriate fund.


 FILE-90 (Advanced Generic Vendor Records Loader)

    This batch service loads MARC records, creates associated holdings,
 item, order, and budget transaction records, and encumbers the
 appropriate fund.
    This process has the ability to merge duplicate bibliographical and
 holding records and identify records which match multiple existing
 records.
Vendor- All Sages Books
Excel version 2003
Data elements for MARC21 record

   Element                  MARC21 tag
   Bibliographic-
      Author, personal      100
      Author, corporate     110
      Title                 245
      Publication place     260a
      Publisher             260b
      Publication date      ldr/07-10;260c
      Collation             300
      Series                830
      Publication country   008/15-17
      Language              008/35-37
      Format                ldr/05-06
   Acquisitions-
      Price                 980e
      Invoice               980f
      Selector              981d
      Note                  981d
      Fund                  981b
   Aleph-
      BSN                   985d
Spreadsheet template
Spreadsheet template help
Excel blank cells
Jerusalem Books 1
Jerusalem Books 2
XSLT 1
 <!-- Process data from the first worksheet -->
 <xsl:template match="ss:Worksheet">
   <xsl:for-each select="./ss:Table/ss:Row">
     <xsl:choose>
      <xsl:when test="position() = '1'"/>
      <xsl:otherwise>
 <record><xsl:text>
  </xsl:text><leader>00000n<xsl:value-of select="./ss:Cell[16]/ss:Data"/>^a22000005i^4500</leader><xsl:text>
  </xsl:text><controlfield tag="001“><xsl:value-of select=“ ./ss:Cell[2]/ss:Data"/></controlfield><xsl:text>
  </xsl:text><controlfield tag="003"><xsl:value-of select="$orgcode"/></controlfield><xsl:text>
  </xsl:text>
  <xsl:variable name="cntry" select="concat(./ss:Cell[11]/ss:Data,' ')"/>
 <controlfield tag="008"><xsl:value-of select="substring($date8,3,6)"/>s<xsl:value-of
select="substring(./ss:Cell[10]/ss:Data,1,4)"/>^^^^<xsl:value-of select="substring($cntry,1,3)"/>
^^^^^^^^^^^000^0^<xsl:value-of select="./ss:Cell[15]/ss:Data"/>^d</controlfield>
  <xsl:text>
 </xsl:text>
XSLT 2
<xsl:template name="cell4">
  <datafield tag="245" ind1="1" ind2="0"><xsl:text>
   </xsl:text>
   <xsl:if test="./ss:Cell[22]/ss:Data != 'N.A.'">
        <subfield code="6">880-07</subfield>
   </xsl:if>
  <subfield code="a"><xsl:value-of select="./ss:Cell[6]/ss:Data"/> : </subfield><xsl:text>
  </xsl:text>
 </datafield><xsl:text>
   </xsl:text>
 <datafield tag="880" ind1="1" ind2="0">
     <xsl:call-template name="nrfiller">
       <xsl:with-param name="myrfld">245-07</xsl:with-param>
       <xsl:with-param name="mycode">a</xsl:with-param>
       <xsl:with-param name="mycell"><xsl:value-of select="./ss:Cell[22]/ss:Data"/>
           </xsl:with-param>
     </xsl:call-template>
   </datafield><xsl:text>
  </xsl:text>
</xsl:template>
XSLT 3
 <xsl:template name="filler">
   <xsl:param name="mycode"/>
   <xsl:param name="mycell"/>
   <xsl:param name="myrfld"/>
    <xsl:choose>
      <xsl:when test="$mycell != 'N.A.'">
        <subfield code="{$mycode}"><xsl:value-of select="$myrfld"/><xsl:value-of
select="$mycell"/></subfield>
      </xsl:when>
      <xsl:otherwise/>
    </xsl:choose>
  </xsl:template>
 <xsl:template name="nrfiller">
   <xsl:param name="mycode"/>
   <xsl:param name="mycell"/>
   <xsl:param name="myrfld"/>
    <xsl:choose>
      <xsl:when test="$mycell != 'N.A.'">
       <subfield code="6"><xsl:value-of select="$myrfld"/>/<xsl:value-of
select="./ss:Cell[19]/ss:Data"/>
        </subfield> <subfield code="{$mycode}"><xsl:value-of select="$mycell"/>
        </subfield>
      </xsl:when>
     <xsl:otherwise/>
  </xsl:choose>
 </xsl:template>
XML bibliographic data
<datafield tag="100" ind1="1" ind2=" ">
  <subfield code="6">880-01</subfield>
  <subfield code="a">Kessler, Meir</subfield>
 </datafield>
 <datafield tag="245" ind1="1" ind2="0">
  <subfield code="6">880-07</subfield>
  <subfield code="a">Bayit shel 'osher ve-kavod :</subfield>
 </datafield>
 <datafield tag="260" ind1=" " ind2=" ">
  <subfield code="a">[Israel</subfield>
  <subfield code="b">s.n.</subfield>
  <subfield code="c">2011]</subfield>
 </datafield>
 <datafield tag="300" ind1=" " ind2=" ">
  <subfield code="a">88 p.</subfield>
 </datafield>
 <datafield tag="880" ind1="1" ind2=" ">
  <subfield code="6">100-01/</subfield>
  <subfield code="a">‫/<קסלר, מאיר‬subfield>
 </datafield>
 <datafield tag="880" ind1="1" ind2="0">
  <subfield code="6">245-07/</subfield>
  <subfield code="a">‫/<בית של עושר וכבוד : הנהגת הוצאות הבית על פי התורה‬subfield>
</datafield>
XML Acquisitions data

   <datafield tag="980" ind1=" " ind2=" ">
    <subfield code="a">20110928</subfield>
    <subfield code="c">USD</subfield>
    <subfield code="e">13.00</subfield>
    <subfield code="f">39843</subfield>
   </datafield>
   <datafield tag="981" ind1=" " ind2=" ">
    <subfield code="b">BBHJEW-2011</subfield>
    <subfield code="d">S:PM</subfield>
   </datafield>
   <datafield tag="049" ind1=" " ind2=" ">
    <subfield code="a">ZYUU</subfield>
   </datafield>
Aleph load services File-02
Aleph load services Manage-22
Aleph sequential (MARC8)

000000005 LDR L 00000nam^a22000005i^4500
000000005 001 L 77168
000000005 003 L jer
000000005 008 L 110928s2011^^^^is^^^^^^^^^^^^000^0^heb^d
000000005 0357 L $$ajer77168
000000005 040 L $$aNNU$$cNNU
000000005 1001 L $$6880-01$$aKessler, Meir
000000005 8801 L $$6100-01/N.A.$$awqlx, n`ix
000000005 24510 L $$6880-07$$aBayit shel 'osher ve-kavod :
000000005 88010 L $$6245-07/N.A.$$aaiz yl reyx ekaec : dpdbz dev`ez daiz rl ti dzexd
000000005 260 L $$a[Israel$$bs.n.$$c2011]
000000005 300 L $$a88 p.
000000005 980 L $$a20110928$$cUSD$$e13.00$$f39843
000000005 981 L $$bBBHJEW-2011$$dS:PM
000000005 FMT L BK
Aleph load services File-96
Aleph client catalog record
Aleph order (part 1)
•   Order Number 201154839
•   Sub Library NYU Bobst
•   Order Unit Bobst Acquisitions
•   Order Type Monograph
•   Order Status Sent to vendor
•   Order Status Date 09/28/2011
•   Material Type Firm
•   Arrival Status C
•   Invoice Status C
•   Method of Acquisitions Regular Payment
•   Order ISBN/ISSN
•   Vendor JER
•   Additional Order No. 1
•   Additional Order No. 2
Aleph order (part 2)
•   Order Group
•   Vendor Note
•   Number of Units 1
•   Next Claim Date 03/26/2012
•   Original EDA 03/26/2012
•   Quantity Note
•   Listed Price 13.00
•   Estimated Price 13.00 US Dollar
•   Estimated Local Price 13.00
•   Price Note
•   Invoice Total Price (13.00)
•   Invoice Local Price (13.00)
•   Library Note S:PM
•   Material Format PRN
New vendor form
New vendor form
Load file form
Email message from form
  Date: Thu, 6 Oct 2011 15:04:14 -0400 (EDT)
  To: william.jones@nyu.edu
  Subject: Vendor- DARMAJ order records for loading
  FROM: peter.magierski@nyu.edu

  Vendor file of order records uploaded

  From: MAGIERSKI, PETER
  Email- peter.magierski@nyu.edu
  Phone- 82458

  File- darmaj1006.xls submitted on October 6, 2011

  Location: Bobst
  Department: ACQ
  Vendor code: DARMAJ
  Fund code: BBHNEA-2011
  Selector code: PM
  Item processing status: OR
  Order status: SV
  Order date: 20111060

  Notes:


  Please process this file of vendor order records at the URL below

   http://www.libweb.nyu.edu/asd/dbmaint/darmaj1006.xls
Live transformation demo

  Spreadsheet file-
   darmaj1006.xls
  XML spreadsheet file-
   darmaj1006.xml
  XSLT-
   acqexcss99.xsl
  MARC21xml-
   darmaj1006x.xml
Received item
Questions/Contact information



 • Questions, comments?



  For further information, contact

 William W. Jones, ILS Librarian
  NYU Libraries
  william.jones@nyu.edu

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Jones aleph acqorders

  • 1. Creating Aleph acquisitions orders from Excel spreadsheet data via XSLT ENUG 2011-10-28 William W. Jones Integrated Library Systems Librarian New York University Libraries 212-998-2463 william.jones@nyu.edu http://www.library.nyu.edu
  • 2. Aleph supported libraries New York University Libraries- Bobst Library Abu Dhabi (UAE) Courant Institute of Mathematical Sciences Institute of Fine Arts Institute of Fine Arts Conservation Institute for the Study of the Ancient World Kevorkian Institute La Pietra (Italy) Real Estate Institute Shanghai (China) [2013] Brooklyn Historical Society Cooper Union The New School Libraries- Fogelman Social Sciences and Humanities Library Gimbel Art and Design Library Scherman Music Library New-York Historical Society New York School of Interior Design
  • 4. Vendor-supplied records MARC21 records- Cambeiro (Argentina) Cassalini (Italy) Harrassowitz (Germany) Leila (Egypt) Sulaiman (Lebanon) Touzot (France) YBP (US, UK) Non-MARC21- Jerusalam Books (Israel) ISIS (Turkey) CD Connection (USA) NYU Press (USA)
  • 5. Aleph services FILE-01 (Convert MARC Records - Step 1) This service is the first step of a process to convert records from MARC format to the ALEPH sequential format. FILE-02 (Convert MARC Records - Step 2) This service constitutes the second step of a process to convert records from MARC format to ALEPH sequential format. FILE-96 (Generic Vendor Records Loader) This batch service loads MARC records, creates associated holdings, item, order, and budget transaction records, and encumbers the appropriate fund. FILE-90 (Advanced Generic Vendor Records Loader) This batch service loads MARC records, creates associated holdings, item, order, and budget transaction records, and encumbers the appropriate fund. This process has the ability to merge duplicate bibliographical and holding records and identify records which match multiple existing records.
  • 8. Data elements for MARC21 record Element MARC21 tag Bibliographic- Author, personal 100 Author, corporate 110 Title 245 Publication place 260a Publisher 260b Publication date ldr/07-10;260c Collation 300 Series 830 Publication country 008/15-17 Language 008/35-37 Format ldr/05-06 Acquisitions- Price 980e Invoice 980f Selector 981d Note 981d Fund 981b Aleph- BSN 985d
  • 14. XSLT 1 <!-- Process data from the first worksheet --> <xsl:template match="ss:Worksheet"> <xsl:for-each select="./ss:Table/ss:Row"> <xsl:choose> <xsl:when test="position() = '1'"/> <xsl:otherwise> <record><xsl:text> </xsl:text><leader>00000n<xsl:value-of select="./ss:Cell[16]/ss:Data"/>^a22000005i^4500</leader><xsl:text> </xsl:text><controlfield tag="001“><xsl:value-of select=“ ./ss:Cell[2]/ss:Data"/></controlfield><xsl:text> </xsl:text><controlfield tag="003"><xsl:value-of select="$orgcode"/></controlfield><xsl:text> </xsl:text> <xsl:variable name="cntry" select="concat(./ss:Cell[11]/ss:Data,' ')"/> <controlfield tag="008"><xsl:value-of select="substring($date8,3,6)"/>s<xsl:value-of select="substring(./ss:Cell[10]/ss:Data,1,4)"/>^^^^<xsl:value-of select="substring($cntry,1,3)"/> ^^^^^^^^^^^000^0^<xsl:value-of select="./ss:Cell[15]/ss:Data"/>^d</controlfield> <xsl:text> </xsl:text>
  • 15. XSLT 2 <xsl:template name="cell4"> <datafield tag="245" ind1="1" ind2="0"><xsl:text> </xsl:text> <xsl:if test="./ss:Cell[22]/ss:Data != 'N.A.'"> <subfield code="6">880-07</subfield> </xsl:if> <subfield code="a"><xsl:value-of select="./ss:Cell[6]/ss:Data"/> : </subfield><xsl:text> </xsl:text> </datafield><xsl:text> </xsl:text> <datafield tag="880" ind1="1" ind2="0"> <xsl:call-template name="nrfiller"> <xsl:with-param name="myrfld">245-07</xsl:with-param> <xsl:with-param name="mycode">a</xsl:with-param> <xsl:with-param name="mycell"><xsl:value-of select="./ss:Cell[22]/ss:Data"/> </xsl:with-param> </xsl:call-template> </datafield><xsl:text> </xsl:text> </xsl:template>
  • 16. XSLT 3 <xsl:template name="filler"> <xsl:param name="mycode"/> <xsl:param name="mycell"/> <xsl:param name="myrfld"/> <xsl:choose> <xsl:when test="$mycell != 'N.A.'"> <subfield code="{$mycode}"><xsl:value-of select="$myrfld"/><xsl:value-of select="$mycell"/></subfield> </xsl:when> <xsl:otherwise/> </xsl:choose> </xsl:template> <xsl:template name="nrfiller"> <xsl:param name="mycode"/> <xsl:param name="mycell"/> <xsl:param name="myrfld"/> <xsl:choose> <xsl:when test="$mycell != 'N.A.'"> <subfield code="6"><xsl:value-of select="$myrfld"/>/<xsl:value-of select="./ss:Cell[19]/ss:Data"/> </subfield> <subfield code="{$mycode}"><xsl:value-of select="$mycell"/> </subfield> </xsl:when> <xsl:otherwise/> </xsl:choose> </xsl:template>
  • 17. XML bibliographic data <datafield tag="100" ind1="1" ind2=" "> <subfield code="6">880-01</subfield> <subfield code="a">Kessler, Meir</subfield> </datafield> <datafield tag="245" ind1="1" ind2="0"> <subfield code="6">880-07</subfield> <subfield code="a">Bayit shel 'osher ve-kavod :</subfield> </datafield> <datafield tag="260" ind1=" " ind2=" "> <subfield code="a">[Israel</subfield> <subfield code="b">s.n.</subfield> <subfield code="c">2011]</subfield> </datafield> <datafield tag="300" ind1=" " ind2=" "> <subfield code="a">88 p.</subfield> </datafield> <datafield tag="880" ind1="1" ind2=" "> <subfield code="6">100-01/</subfield> <subfield code="a">‫/<קסלר, מאיר‬subfield> </datafield> <datafield tag="880" ind1="1" ind2="0"> <subfield code="6">245-07/</subfield> <subfield code="a">‫/<בית של עושר וכבוד : הנהגת הוצאות הבית על פי התורה‬subfield> </datafield>
  • 18. XML Acquisitions data <datafield tag="980" ind1=" " ind2=" "> <subfield code="a">20110928</subfield> <subfield code="c">USD</subfield> <subfield code="e">13.00</subfield> <subfield code="f">39843</subfield> </datafield> <datafield tag="981" ind1=" " ind2=" "> <subfield code="b">BBHJEW-2011</subfield> <subfield code="d">S:PM</subfield> </datafield> <datafield tag="049" ind1=" " ind2=" "> <subfield code="a">ZYUU</subfield> </datafield>
  • 20. Aleph load services Manage-22
  • 21. Aleph sequential (MARC8) 000000005 LDR L 00000nam^a22000005i^4500 000000005 001 L 77168 000000005 003 L jer 000000005 008 L 110928s2011^^^^is^^^^^^^^^^^^000^0^heb^d 000000005 0357 L $$ajer77168 000000005 040 L $$aNNU$$cNNU 000000005 1001 L $$6880-01$$aKessler, Meir 000000005 8801 L $$6100-01/N.A.$$awqlx, n`ix 000000005 24510 L $$6880-07$$aBayit shel 'osher ve-kavod : 000000005 88010 L $$6245-07/N.A.$$aaiz yl reyx ekaec : dpdbz dev`ez daiz rl ti dzexd 000000005 260 L $$a[Israel$$bs.n.$$c2011] 000000005 300 L $$a88 p. 000000005 980 L $$a20110928$$cUSD$$e13.00$$f39843 000000005 981 L $$bBBHJEW-2011$$dS:PM 000000005 FMT L BK
  • 24. Aleph order (part 1) • Order Number 201154839 • Sub Library NYU Bobst • Order Unit Bobst Acquisitions • Order Type Monograph • Order Status Sent to vendor • Order Status Date 09/28/2011 • Material Type Firm • Arrival Status C • Invoice Status C • Method of Acquisitions Regular Payment • Order ISBN/ISSN • Vendor JER • Additional Order No. 1 • Additional Order No. 2
  • 25. Aleph order (part 2) • Order Group • Vendor Note • Number of Units 1 • Next Claim Date 03/26/2012 • Original EDA 03/26/2012 • Quantity Note • Listed Price 13.00 • Estimated Price 13.00 US Dollar • Estimated Local Price 13.00 • Price Note • Invoice Total Price (13.00) • Invoice Local Price (13.00) • Library Note S:PM • Material Format PRN
  • 29. Email message from form Date: Thu, 6 Oct 2011 15:04:14 -0400 (EDT) To: william.jones@nyu.edu Subject: Vendor- DARMAJ order records for loading FROM: peter.magierski@nyu.edu Vendor file of order records uploaded From: MAGIERSKI, PETER Email- peter.magierski@nyu.edu Phone- 82458 File- darmaj1006.xls submitted on October 6, 2011 Location: Bobst Department: ACQ Vendor code: DARMAJ Fund code: BBHNEA-2011 Selector code: PM Item processing status: OR Order status: SV Order date: 20111060 Notes: Please process this file of vendor order records at the URL below http://www.libweb.nyu.edu/asd/dbmaint/darmaj1006.xls
  • 30. Live transformation demo Spreadsheet file- darmaj1006.xls XML spreadsheet file- darmaj1006.xml XSLT- acqexcss99.xsl MARC21xml- darmaj1006x.xml
  • 32. Questions/Contact information • Questions, comments? For further information, contact William W. Jones, ILS Librarian NYU Libraries william.jones@nyu.edu