<chapter xml:id="cataloging" xmlns="http://docbook.org/ns/docbook" version="5.0" xml:lang="EN"\r
xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink">\r
<title>Cataloging</title>\r
+\r
+ <section xml:id="MARC_editor">\r
+ <title>Working with the MARC Editor</title>\r
+\r
+ <indexterm>\r
+ <primary>cataloguing</primary>\r
+\r
+ <secondary>MARC</secondary>\r
+ </indexterm>\r
+\r
+ <para>The MARC Editor allows MARC tags, sub-fields, and\r
+ indicators to be edited.</para>\r
+\r
+ <para>OPAC icons for text, moving pictures and sound rely on\r
+ correct MARC coding in the leader and the 008, as do OPAC\r
+ search filters such as publication date, item type, or target\r
+ audience. Bibliographic matching and de-duplicating also need\r
+ correct and consistent MARC coding in particular tags.</para>\r
+\r
+ <simplesect xml:id="editingMARCrecords">\r
+ <title>Editing MARC Records</title>\r
+\r
+ <indexterm>\r
+ <primary>cataloguing</primary>\r
+\r
+ <secondary>editing MARC records</secondary>\r
+ </indexterm>\r
+\r
+ <procedure>\r
+ <step>\r
+ <para>Retrieve the record.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>\r
+ <menuchoice>\r
+ <guimenu>Actions for this Record</guimenu>\r
+\r
+ <guimenuitem>MARC Edit</guimenuitem>\r
+ </menuchoice>\r
+\r
+ .</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>The MARC record will display.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Select viewing and editing options, if\r
+ desired.</para>\r
+\r
+ <itemizedlist>\r
+ <listitem>\r
+ <para>\r
+ <guilabel>Stack subfields</guilabel>\r
+\r
+ to display each subfield on its own line.</para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <para>\r
+ <guilabel>Flat-Text Editor</guilabel>\r
+\r
+ switches to a plain-text (menmonic) MARC format.\r
+ The advantage of this format is being able to copy\r
+ and paste multiple lines. It also allows the use of\r
+ tools like MarcEdit (\r
+ <link\r
+ xlink:href="http://people.oregonstate.edu/~reeset/marcedit/html/index.php">\r
+ http://people.oregonstate.edu/~reeset/marcedit/html/index.php</link>\r
+\r
+ ). Unclick the box to switch back.</para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <para>\r
+ <guilabel>Fast Item Add</guilabel>\r
+\r
+ allows attaching items quickly with call number and\r
+ barcode. When\r
+ <guibutton>Save</guibutton>\r
+\r
+ is clicked, the **INSERT CROSS-REFERENCE** Copy\r
+ Editor will open.</para>\r
+ </listitem>\r
+ </itemizedlist>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Make changes as desired.</para>\r
+\r
+ <itemizedlist>\r
+ <listitem>\r
+ <para>Right click into a tag field to add/remove\r
+ rows or replace tags.</para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <para>With the cursor at the end of a subfield,\r
+ click\r
+ <keycap>Control + D</keycap>\r
+\r
+ (\r
+ <keycap>Control + I</keycap>\r
+\r
+ in Mac OSX) to insert a new subfield.</para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <para>To remove a subfield, click\r
+ <keycap>Shift + Delete</keycap>\r
+ </para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <para>To work with the data in a tag or indicator,\r
+ click or\r
+ <keycap>Tab</keycap>\r
+\r
+ into the required field.\r
+ <emphasis>Right click</emphasis>\r
+\r
+ to view acceptable tags or indicators.</para>\r
+ </listitem>\r
+\r
+ <listitem>\r
+ <indexterm>\r
+ <primary>MARC</primary>\r
+\r
+ <secondary>MARC leader</secondary>\r
+ </indexterm>\r
+\r
+ <indexterm>\r
+ <primary>MARC</primary>\r
+\r
+ <secondary>fixed field 008</secondary>\r
+ </indexterm>\r
+\r
+ <para>Parts of the leader and the 008 field can be\r
+ edited with the fixed field box displayed above the\r
+ MARC record. Click into any box to edit the\r
+ contents. (Information about the leader and the 008\r
+ can be found on the Library of Congress's MARC\r
+ Standards page at\r
+ <link\r
+ xlink:href="http://www.loc.gov/marc/bibliographic/ecbdlist.html">\r
+ http://www.loc.gov/marc/bibliographic/ecbdlist.html</link>\r
+\r
+ .)</para>\r
+ </listitem>\r
+ </itemizedlist>\r
+\r
+ <tip>\r
+ <para>The MARC Editor may be navigated using keyboard\r
+ shortcuts. Click\r
+ <guibutton>Help</guibutton>\r
+\r
+ to see the shortcut menu from within the MARC\r
+ Editor.</para>\r
+ </tip>\r
+ </step>\r
+\r
+ <step>\r
+ <para>When finished, click\r
+ <guibutton>Save Record</guibutton>\r
+\r
+ . The record stays open in the editor. You can close\r
+ the tab or switch to another view under\r
+ <guimenu>Actions for this Record</guimenu>\r
+\r
+ (for example to view it as it appears in the\r
+ OPAC).</para>\r
+ </step>\r
+ </procedure>\r
+ </simplesect>\r
+\r
+ <simplesect xml:id="overlayingMARCrecords">\r
+ <title>Overlaying MARC Records</title>\r
+\r
+ <indexterm>\r
+ <primary>cataloguing</primary>\r
+\r
+ <secondary>overlaying MARC records</secondary>\r
+ </indexterm>\r
+\r
+ <para>Overlaying a MARC record replaces an existing MARC\r
+ record while leaving all holdings, holds, active\r
+ circulations, bills, and fines intact.</para>\r
+\r
+ <para>In Evergreen, a record must be\r
+ <emphasis>marked</emphasis>\r
+\r
+ for overlay. The mark for overlay is by login. Only one\r
+ record at a time may be marked for overlay. When another\r
+ record is marked for overlay, the previously marked item is\r
+ \r
+ <emphasis>de-marked</emphasis>\r
+\r
+ . Once a record is marked, it remains marked until overlaid\r
+ or until the user logs out of Evergreen.</para>\r
+\r
+ <procedure>\r
+ <title>Marking a record for overlay</title>\r
+\r
+ <step>\r
+ <para>Search for and retrieve a record for\r
+ overlay.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Select\r
+ <menuchoice>\r
+ <guimenu>Actions for this Record</guimenu>\r
+\r
+ <guimenuitem>Mark for Overlay</guimenuitem>\r
+ </menuchoice>\r
+\r
+ . Record is now\r
+ <emphasis>marked</emphasis>\r
+\r
+ .</para>\r
+ </step>\r
+ </procedure>\r
+\r
+ <procedure>\r
+ <title>Overlaying the marked record</title>\r
+\r
+ <step>\r
+ <para>Once the record is marked for overlay, proceed to\r
+ \r
+ <link linkend="z39.50">search for and import the new\r
+ record from a Z39.50 target</link>\r
+\r
+ .</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Click\r
+ <guibutton>MARC Editor for Overlay</guibutton>\r
+\r
+ . The TCN of the Evergreen record marked for overlay is\r
+ displayed.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>The record displays in MARC Edit view. Edit the\r
+ record as necessary.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Click\r
+ <guibutton>Overlay Record</guibutton>\r
+\r
+ .</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>The existing record will display along with a\r
+ prompt to confirm the overlay. Panes may be moved to\r
+ view the record in entirety, if required.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Click\r
+ <guibutton>Overlay</guibutton>\r
+\r
+ .</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Confirm the overlay. The record in Evergreen is\r
+ overlaid with the new MARC record. All pre-existing\r
+ holdings remain intact.</para>\r
+ </step>\r
+ </procedure>\r
+ </simplesect>\r
+\r
+ <simplesect xml:id="validatingMARCrecords">\r
+ <title>Validating MARC Records</title>\r
+\r
+ <indexterm>\r
+ <primary>cataloguing</primary>\r
+\r
+ <secondary>validating records</secondary>\r
+ </indexterm>\r
+\r
+ <para>Validation checks headings that are subject to\r
+ authority control (subjects, names, uniform titles) by\r
+ comparing them to the authority records that are available\r
+ in the system.</para>\r
+\r
+ <procedure>\r
+ <step>Click\r
+ <guibutton>Validate</guibutton>\r
+\r
+ .</step>\r
+\r
+ <step>Scroll through the record looking for fields that\r
+ have turned red.</step>\r
+\r
+ <step>Right-click on a field that is red. The closest\r
+ valid headings will display.</step>\r
+\r
+ <step>To apply a heading, mouse over it and click\r
+ <guilabel>Apply Selected</guilabel>\r
+\r
+ .</step>\r
+\r
+ <step>Fields that do not validate are not necessarily\r
+ invalid--there may not be an authority record for that\r
+ name/subject/title. If you have the appropriate\r
+ permissions, you can add an authority record based on the\r
+ existing record.</step>\r
+ </procedure>\r
+ </simplesect>\r
+ </section>\r
+\r
<section xml:id="adding_holdings">\r
<title>Adding Holdings</title>\r
<simplesect xml:id="Unified_Volume_Copy_Creator" >\r
projects / Evergreen-DocBook.git / commitdiff