Select "Data Exchange" from the Sierra "Function" dropdown. You will see a button bar, a "Select Process" dropdown, and a list of uploaded files.
In the "Select Process" dropdown, choose the type of load you want to do. There are entries for bib record loads, authority record loads, patron loads, and a few profiles for pulling records out of Sierra. Our custom load profiles are accessed by selecting "Load records via locally-created load profiles (local)".
In the button bar under the "Function" dropdown, a button is active only if it is possible to perform its function in the current context. When no file is selected, the only active buttons are "Get FTS" and "Get PC". Click "Get PC" to upload a record set to Sierra. Navigate to the folder where the record set file resides, and select it. Click the "Upload" button, and click "OK" in the next popup that appears. (This popup appends the suffix ".lfts" to the file as it is uploaded; this is the only suffix Data Exchange recognizes as valid files for the "Prep" function.) The file, with the ".lfts" suffix appended, will appear in the file list.
Select the ".lfts" file; the "Prep" button will activate. Click the "Prep" button to create a ".lmarc" file with the same name as the file you just uploaded. As with ".lfts", ".lmarc" is the only file type Data Exchange recognizes as a valid loadable file.
Select the ".lmarc" file, and the "Load" button will activate. Click the "Load" button. If you are loading using a local profile, you wll be presented with a list of local loaders; click on the loader you want to use, and a load screen will appear. If you are using another loader, not a local profile, you will be taken directly to the load screen. The load screen shows the name of the loader and the input file, the start and stop block, and the maximum number of records to load. The maximum is automatically set to 1,000,000, which should be sufficient to load all the records in the file. In some cases, you may want to load only a few records from a file (when testing a new load profile, for example) and this can be controlled by decreasing the number of records to load. There is also a check box labeled "Use Review Files"; checking this box will create review files of records inserted and records overlaid (two separate files) during the load. These files can be retrieved in the "Create Lists" function for further review or processing.
Once all the options are set to your liking, click the "Load" button at the bottom of this screen. The load will begin, and you will see a popup with a status bar which fills as the load proceeds. A series of notification messages, one for each record loaded, also scrolls by in the background behind the popup.
When the load completes, a set of statistics displays in the load screen. This shows how many records of each type were created or overlaid. These statistics are also written to a log file, which can be accessed from the file list; it will have the same name as the file loaded, with the suffix ".errlog". Click the "Close" button at the top of the load screen to close it and return to the file list.
Other buttons that appear on the button bar are "View", "Copy", and "Delete". "View" can be used to check the ".errlog" file, or to look at the records in either the ".ltfs" or ".lmarc" files. It includes a useful search function and a field count function. "Delete" should be used to delete files after they have been loaded and any testing or post-load changes are done. "Copy" copies an uploaded file to a specified location.