Process to check incoming vendor files on MLN2
This process will check incoming vendor files for errors before actually loading them
Get the File From the Vendor
Download the file from the vendor.
This process assumes the vendor file will have the MLN2 .b record number in a 935 field to use as a match point
Get Sierra Records
Upload the file into Data Exchange
Load into Sierra with (4) MATCH records to create a review file
Check “Use Review Files” and click Load
Output Messages will say records are being attached, but nothing will really be attached or overlaid
Now go to Create Lists and select a list large enough to hold all the records in your file and click the Copy button.
This will bring up the list of files you can copy.
The file you want will be near the bottom of the list.
The name will be Load: Overlaid records for [Your File Name]
Click OK
Click Yes
Now you have a review file of the records that the vendor load will overlay
Use to get the fields you want to compare
Probably export Record number, 010, 100, 245, and 300, but you can use whatever fields you want
Change Field delimiter and Text qualifier
Set Field delimiter to Control character 9
Set Text qualifier to None
Click Browse to set where you will save the file
Save in on your computer in a folder where you are keeping files for this project
Set Files of Type to “All Files”
Set the file extension to .tsv
Click Save
Click OK
This will create a tab separated file that you can open with Excel
Open the file in Excel
Insert a column and fill in the word Sierra in that column
Save as an .xlsx file
Get Vendor Records
Open MarcEdit
Open Export Tab Delimited Records under Tools menu
Choose the original file from the vendor
Set output file to go to your working folder
Make the file .tsv
Select the field you want to output
Set the Subfields you want to export and click Add Field
Add all the same fields you got from Sierra in the same order
You can add more subfields if you want
Click Export
Open the new .tsv file in Excel
Insert a new column and fill in the word Vendor
Select the cells and copy them
Compare the Files
Open the .xlsx file from your working folder
Paste in the cells from the vendor tsv
Use Find and Replace to delete the periods from the .b numbers in the Vendor records
Sort by record number
Now you can compare the information from the incoming Vendor file to the existing Sierra record
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