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Creating a Storage Service

Whether you want to export MARC records or make local copies of cover images, the first step is to create a new storage service. Under the `Systems Configuration` heading navigation, select `Storage` in the left sidebar.

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• two are intended for MARC files
• one for books
• one for image covers

Exporting MARC Records

First, use AWS tools to create an S3 bucket to contain the MARC files. (See above note for links to S3 Documentation)

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Even though we’ve created four Storage services in this example (“marc storage”, “second marc storage”, “cover storage”, and “book storage”), the only options in the screenshot above are the two Storage services with a value for “MARC File Bucket”. You can’t associate a Storage service with a MARC export if there’s nowhere for the MARC files to go.

Configuring individual libraries

An External Catalog service can have any number of libraries associated with it. You’ll need to add each library whose MARC records you want to be uploaded to the Storage service. Otherwise the External Catalog service won’t know which libraries need their MARC records generated, and it won’t do anything.

When you add a library to an External Catalog service, you’ll have the opportunity to set some optional configuration fields. You can configure how often MARC records should be regenerated for that particular library, and customize what data should go into the MARC records.

When does the export happen?

A script that runs once a day at 1 AM local time goes through each configured External Catalog service, generates any MARC files that need to be generated, and uploads them to the configured Storage service for that External Catalog service.

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If you need to run the script manually, you can find it as `bin/cache_marc_files`. Note that this won’t force MARC records to be regenerated. If you want to force MARC records to be regenerated and re-uploaded, pass the `--force` option in to `bin/cache_marc_files`.

MARC Organization code

If your library has a MARC organization code (https://www.loc.gov/marc/organizations/), you may include it to identify your library as the originator of the MARC records.

Web catalog links

If you want patrons to be able to borrow and download from your ILS, you’ll need to configure a base URL for the web catalog. The web catalog is a separate application [documentation link needed]. Once this URL is configured, each MARC record will have an 856 field with a link to a page where a patron can borrow the book.

Other MARC fields

You can optionally configure the exported records to include summaries in the 520 field. You can also include Library Simplified genres in the 650 field. Note that Library Simplified uses a custom set of genres that are optimized for browsing, and we don’t currently support more standard subject headings like LC or BISAC.

Downloading the files

You can download the most recent MARC files generated by your Circulation Manager by taking the base URL for your library and appending `/marc`. This will show you a list of links to the MARC files as hosted in the S3 bucket you configured.

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The page has two types of MARC files - full exports and incremental exports. The full exports will contain MARC records for every book the library currently has, but the incremental exports will only contain books that were added or updated since the previous export. Separate files are available for different lanes, or for the full library.

Making copies of book covers

You can use a storage integration to keep your own copies of the book covers you encounter, rather than relying on the image hosting services provided by the ebook vendors or by NYPL.

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As cover images are encountered during Collection import, they will be mirrored to the storage service designated in that Collection’s “Covers Mirror”.

Making copies of free books

This process is exactly the same as for book covers: create a Storage service and associate it with a Collection. There are only two differences:

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