Exporting from Z39.50

NOTE: These instructions are written for Truman catalogers transferring records from LUIS to LANCE as part of cleanup procedures.

  1. Open in GUIcat the LANCE record you wish to replace. Leave it open. If everything goes right, you will not have to close this record.
  2. Click the Z39.50 icon. Z39.50 Icon A "Servers and Databases" window will open.
  3. Scroll down the list of servers and databases to find Truman NOTIS. Click on the blue text "Truman (NOTIS)" so that a check appears in the check box.
    List of servers and databases
  4. Click OK. A new search window will open.
  5. Use the new search window to find the NOTIS record. NOTE: There is very little difference in appearance between the Z39.50 search window and the Innopac search window. Do not confuse search windows. The title bar always tells you what database you are searching.
    Z39.50 Title Bar
  6. Check carefully before overlaying to verify that the NOTIS record is the proper match.
  7. Check the location of the LANCE record. If its location is "multi," make sure you transfer notes, subject headings, etc. from the LANCE record to the NOTIS record before overlaying.
  8. Click the overlay icon. Z39.50 Overlay Icon A "Record to Overlay" dialog box will appear.
  9. From the drop-down menu, select the record number of the LANCE record you wish to replace.
    Z39.50 Record to Overlay Menu
  10. Click OK. If everything goes correctly, the NOTIS record will overlay the LANCE record. The NOTIS record will overlay on the LANCE record, and you will be left with a single record where before there were two. If GUIcat says you can't overlay the record because it's in use by the system, you'll have to take a couple of extra steps. Check the bottom of this page.
  11. Check the record once more before saving. You will have to make at least the following corrections:
    1. Change to OCLC number from 035 to 001 and delete "(OCoLC)ocm"
    2. Set LOCATION to "tpb"
    3. For media records, remove the opening angle bracket from the GMD
  12. When you are certain that the record is correct and complete, click "Save."
If you cannot overlay a record because it is "in use by the system," you will have to exit the LANCE record and enter its record number manually.
  1. Make sure you have copied all necessary notes, subject headings, etc. from the LANCE record into the NOTIS record.
  2. Write down the record number of the LANCE record.
  3. Close the LANCE record.
  4. In the NOTIS record, click the overlay icon.
  5. When the "Record to Overlay" window appears, type the LANCE record number in the window.
  6. Click OK.
  7. Follow the rest of the procedure as normal.