Updated February 23 1999 =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Release Notes Holdings Conversion Utility (HCU) 4.0 General Release for SCO UNIX, Sun Solaris, and AIX =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= This document contains important information about using the Holdings Conversion Utility (HCU) in the SCO UNIX, Sun Solaris,and AIX environments. For details on SilverPlatter holdings and using the HCU, please refer to the HCU documentation. HCU for SCO UNIX requires Openserver 5. HCU for Sun Solaris requires Solaris 2.5. HCU for AIX requires AIX 4.2. (HCU is also available for Windows 98, 95 or NT 3.51 or greater.) The HCU is a utility that converts a library's MARC or OCLC format serials holdings file to a format that enables seamless display of that holdings information within SilverPlatter database records. =-=-=-=- Contents =-=-=-=- The following information is available in this file: 1. Installation and Startup * Retrieving the HCU Files * Installing the HCU * Starting the HCU 2. Default MARC and OCLC Format Settings 3. List of Changes Since HCU 4 Beta Release 4. Known Issues and Problems 5. Contacting SilverPlatter 6. SilverPlatter FTP Site =-=-=-=-=-=-=-=-=-=-=-=-=-= 1. Installation and Startup =-=-=-=-=-=-=-=-=-=-=-=-=-= Retrieving the HCU Files --------------------------- To download the HCU software from the SilverPlatter FTP site: 1. Log on to your Internet account. 2. At the Internet prompt, type open ftp.silverplatter.com 3. or use the following IP address: open 192.80.71.12 4. Enter the username and password supplied by SilverPlatter. 5. Type "cd hcu" 6. Type "bin" 7. Get the hcuinstall.tar.Z file from the appropriate /hcu subdirectory. Installing the HCU --------------------- The HCU installation includes an installation of Perl 5.004 in a directory called /sproot/perl. To install the HCU: 1. Log on to your server as "root". 2. Uncompress the file by typing uncompress hcuinstall.tar.Z The hcuinstall.tar file should appear. 3. Create the hcuinstall directory by typing tar -xvf hcuinstall.tar In the resulting hcuinstall directory the following files should appear: hcu.sh-orig hcumarc.sh-orig hdm.pl holdings.sh-orig lhdimport.pl lhindex.pl marchold perl.tar dedupekey.pl hfix.pl reverse.pl (and its tables: citation.tbl; psyc.tbl; ser.tbl) setup 4. Change to the hcuinstall directory by typing: cd hcuinstall 5. Set up the HCU using the setup script by typing: ./setup and accepting the default directory /sproot/hcu. You may specify another directory, e.g. /usr/local/bin if you prefer. Starting the HCU ------------------- Start the HCU in one of two ways from any directory other than the installation directory. If the HCU installation directory is in the path, start the holdings script by typing: ./holdings Otherwise, start the holdings script by referencing it by absolute path, for example: /sproot/hcu/holdings =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= 2. Default MARC and OCLC Format Settings =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= The following default settings are used for the MARC and OCLC formats: Tag Subfields Divider ----- ----------- --------- Title 245 anp ISSN 022 a Message 852 abhlt Space 866 a Space 866 z Linefeed If the MARC or OCLC file you are using uses different tags, use the Unlisted (U) format option and specify tags and subfields in the form: tag/subfield,tag/subfield,tag/subfield Separate each tag and its subfield(s) with a slash (/) and each tag from the next tag with a comma. If you do not specify subfields, all subfields will be used. The default divider is a space. If you want to specify a linefeed, follow the subfield with an asterisk (*), e.g., 852/ab*ht,866/az* =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= 3. Changes Since HCU 4.0 Beta Release =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Changes Since General Release of December 1998 ---------------------------------------------- The reverse.pl script (which converts old-style splha files to ascii files) has been enhanced since the first general release of HCU. Changes since HCU 4.0B2 ----------------------- The format for entering a URL link into your holdings message has changed slightly from that which was specified in earlier versions of this documentation. DO NOT close the quotes at the end of the URL. A problem with unwanted Preceding Message Text being displayed, which was identified during Beta 2, has been addressed Explanatory text has been deleted from holdout.cfg file. Enter desired information following the appropriate tag. Changes Since HCU 4.0B1 ----------------------- Added the ability to specify that messages in records with duplicate ISSN or title keys be concatenated. Change to MARC format definition which allows the user to specify embedded vs. linked holdings records. For MARC files, ability to specify # of intervening characters between records. Addition of the "hfix" facility as a tool to rectify files corrupted during transfer. Addition of a Progress msg while Perl scripts are running. Improved handling of trailing hyphens in the holdings message. Improved detection of duplicate titles. Fix-Up facility now available. Changes to warning/error messages reported in log. There is no longer a warning identifying records having an ISSN but no title, or a title but no ISSN. It's now possible to have the holdings message start with a digit(s). The Reverse.pl script, which converts old-style splha files to ascii files, which can then be used with HCU, is now available. =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= 4. Known Issues and Problems =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= Don't overwrite old SPLHA files! ----------------------------------- * If you previously used the SilverPlatter Library Holdings Administration (SPLHA) program to generate library holdings files and want to upgrade to HCU, backup your old SPLHA files. HCU uses the same file names. FTPing holdings files to the ERL server ------------------------------------------ * IMPORTANT: If you are FTPing your holdings files to an ERL v.4 server, you should transfer all of the files in binary ("bin"). However, if you're transferring your files to an ERL v.2X server, you should use binary for the .LHD and .LHI files and ASCII ("asc") for the .LHM file transfer. If you find that your holdings messages are not displaying, you may need to run the HFIX utility (see Section 1.9.3 of the holdings documentation) Running HFIX ----------------------------------------- * The syntax for running the hfix utility on Unix is as follows if you are running it from the HCU directory: /sproot/perl/bin perl hfix.pl -I /sproot/perl/lib Uninstalling HCU Files ------------------------ * IMPORTANT: If you wish to remove the HCU utility from your server, you must run the UNINSTALL HCU script. If you attempt to do this by simply deleting the files, you may be unable to install HCU (or WebAdmin) again due to corruption of the registry files. Location of holdings messages in records varies -------------------------------------------------- * The location of holdings messages varies depending on the retrieval client and database you are using. In general WebSPIRS holdings messages appear at the end of records, while other SPIRS clients display holdings messages after the Source or Journal Name field. Error if Trailing Characters after last record in a MARC conversion ------------------------------------------------------------- * Any trailing characters following the last record in a MARC conversion will be reported by HCU as a fatal error. However, everthing preceding those characters will have been processed appropriately. Evidence of these characters will be found in the final processing statistics. E.G. if you see a message such as "2 records output" rather than the actual number of records you expected in your output file. Hotlink Text Issues ---------------------- * The format for entering a URL link into your holdings message has changed slightly from that which was specified in earlier versions of this documentation. DO NOT close the quotes at the end of the URL. * When there is no text preceding a hotlink embedded in a holdings message but there is text following, only a portion of the text following the link will display. * WebSPIRS may truncate lengthy hotlinks (9451) Title is limited to 82 or fewer characters --------------------------------------------- * Journal titles longer than 82 characters will be truncated. Do Not Use Double Quotes in Default Messages ---------------------------------------------- * In writing your introductory message, do not include the double quote <"> character anywhere in the message. A single quote <'> may be used instead. This applies to both the default message and the introductory message for held journals. It applies regardless of whether the messages are added within the HCU interface, or within the holdout.cfg file. =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= 4. Contacting SilverPlatter =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= If you need further assistance please contact SilverPlatter's Technical Support Department. SilverPlatter SilverPlatter Information, Inc. Information, Ltd. 100 River Ridge Drive 10 Barley Mow Passage Norwood, MA 02062 Chiswick, London W4 4PH Phone: 800-343-0064 (US/Canada) Phone: 0800-262-096 (UK) 781-769-2599 +44-181-585-6400 Fax: 781-769-8763 Fax: +44-181-585-6640 Internet: info@silverplatter.com or support@silverplatter.com Web site: http://www.silverplatter.com =-=-=-=-=-=-=-=-=-=-=-=-= 5. SilverPlatter FTP Site =-=-=-=-=-=-=-=-=-=-=-=-= The SilverPlatter anonymous FTP server provides access to the newest versions of SilverPlatter products for users with access to FTP. To access the SilverPlatter FTP site: 1. Log on to your Internet account. 2. At the Internet prompt, type open ftp.silverplatter.com 3. or use the following IP address: open 192.80.71.12 4. When prompted for a user name, type anonymous 5. When asked for a password, type your full electronic mail address (for example, jdoe@test.com). 6. Type "cd software\" to go to the sub-directory that contains the software you would like to download. =-=-=-=-=-=-=-=- February 23 1999