From: rsoulliere Date: Tue, 13 Dec 2011 15:25:06 +0000 (-0500) Subject: Add cataloging documentation provided by Sally Fortin and Equinox Software. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=af5b94e23780795008399b1362d164127f2d6549;p=Evergreen-DocBook.git Add cataloging documentation provided by Sally Fortin and Equinox Software. --- diff --git a/media/Call_Number_Prefixes_and_Suffixes_2_21.jpg b/media/Call_Number_Prefixes_and_Suffixes_2_21.jpg new file mode 100644 index 0000000..825b46c Binary files /dev/null and b/media/Call_Number_Prefixes_and_Suffixes_2_21.jpg differ diff --git a/media/Call_Number_Prefixes_and_Suffixes_2_22.jpg b/media/Call_Number_Prefixes_and_Suffixes_2_22.jpg new file mode 100644 index 0000000..1d3f8b6 Binary files /dev/null and b/media/Call_Number_Prefixes_and_Suffixes_2_22.jpg differ diff --git a/media/conj1.jpg b/media/conj1.jpg new file mode 100644 index 0000000..c515c16 Binary files /dev/null and b/media/conj1.jpg differ diff --git a/media/conj10.jpg b/media/conj10.jpg new file mode 100644 index 0000000..1365a92 Binary files /dev/null and b/media/conj10.jpg differ diff --git a/media/conj2.jpg b/media/conj2.jpg new file mode 100644 index 0000000..d5d05ce Binary files /dev/null and b/media/conj2.jpg differ diff --git a/media/conj3.jpg b/media/conj3.jpg new file mode 100644 index 0000000..75c8d02 Binary files /dev/null and b/media/conj3.jpg differ diff --git a/media/conj4.jpg b/media/conj4.jpg new file mode 100644 index 0000000..9006f35 Binary files /dev/null and b/media/conj4.jpg differ diff --git a/media/conj5.jpg b/media/conj5.jpg new file mode 100644 index 0000000..7e3b8f7 Binary files /dev/null and b/media/conj5.jpg differ diff --git a/media/conj6.jpg b/media/conj6.jpg new file mode 100644 index 0000000..5d407a6 Binary files /dev/null and b/media/conj6.jpg differ diff --git a/media/conj7.jpg b/media/conj7.jpg new file mode 100644 index 0000000..37376fe Binary files /dev/null and b/media/conj7.jpg differ diff --git a/media/conj8.jpg b/media/conj8.jpg new file mode 100644 index 0000000..4eecf75 Binary files /dev/null and b/media/conj8.jpg differ diff --git a/media/conj9.jpg b/media/conj9.jpg new file mode 100644 index 0000000..45b5c90 Binary files /dev/null and b/media/conj9.jpg differ diff --git a/media/monograph_parts1.jpg b/media/monograph_parts1.jpg new file mode 100644 index 0000000..a105515 Binary files /dev/null and b/media/monograph_parts1.jpg differ diff --git a/media/monograph_parts2.jpg b/media/monograph_parts2.jpg new file mode 100644 index 0000000..20f63e3 Binary files /dev/null and b/media/monograph_parts2.jpg differ diff --git a/media/monograph_parts3.jpg b/media/monograph_parts3.jpg new file mode 100644 index 0000000..f40687d Binary files /dev/null and b/media/monograph_parts3.jpg differ diff --git a/media/monograph_parts4.jpg b/media/monograph_parts4.jpg new file mode 100644 index 0000000..ae91126 Binary files /dev/null and b/media/monograph_parts4.jpg differ diff --git a/media/monograph_parts5.jpg b/media/monograph_parts5.jpg new file mode 100644 index 0000000..f4130e3 Binary files /dev/null and b/media/monograph_parts5.jpg differ diff --git a/media/unified_volume_copy_creator1.jpg b/media/unified_volume_copy_creator1.jpg new file mode 100644 index 0000000..a8b78d0 Binary files /dev/null and b/media/unified_volume_copy_creator1.jpg differ diff --git a/media/unified_volume_copy_creator2.jpg b/media/unified_volume_copy_creator2.jpg new file mode 100644 index 0000000..02d6df9 Binary files /dev/null and b/media/unified_volume_copy_creator2.jpg differ diff --git a/media/unified_volume_copy_creator3.jpg b/media/unified_volume_copy_creator3.jpg new file mode 100644 index 0000000..6a1222e Binary files /dev/null and b/media/unified_volume_copy_creator3.jpg differ diff --git a/media/unified_volume_copy_creator4.jpg b/media/unified_volume_copy_creator4.jpg new file mode 100644 index 0000000..2033608 Binary files /dev/null and b/media/unified_volume_copy_creator4.jpg differ diff --git a/media/unified_volume_copy_creator5.jpg b/media/unified_volume_copy_creator5.jpg new file mode 100644 index 0000000..0813279 Binary files /dev/null and b/media/unified_volume_copy_creator5.jpg differ diff --git a/media/unified_volume_copy_creator6.jpg b/media/unified_volume_copy_creator6.jpg new file mode 100644 index 0000000..0cdbca5 Binary files /dev/null and b/media/unified_volume_copy_creator6.jpg differ diff --git a/stafftasks/cataloging.xml b/stafftasks/cataloging.xml new file mode 100644 index 0000000..7426b36 --- /dev/null +++ b/stafftasks/cataloging.xml @@ -0,0 +1,535 @@ + + +
+ + Unified Volume Copy Creator 2.1 + The cataloging module in Evergreen version 2.1 now includes a unified volume/copy creator that enables a user to create volumes and copies in a + unified screen. This function consolidates the process of creating volume and copy records. + Administrative Settings + By default, the cataloging interface that existed in 2.0 will display in 2.1. To use the Unified Volume/Copy Creator, + you must turn it on in the Admin module. You must log out of Evergreen and log back in for the changes to take effect. + To turn on the Unified Volume/Copy Creator: + + + + Select Admin → Local Administration → Library Settings Editor + + + + + Scroll down to GUI: Unified Volume/Item Creator/Editor, and click Edit. + + + + + Select True to turn on the editor. + + + + After you turn on the Unified Volume/Copy Creator, it will display, by default, in a vertical panel. You may display the + Unified Volume/Copy Creator in a horizontal panel. You must log out of Evergreen and log back in for the changes to take effect. + + To choose the horizontal display of the Unified Volume/Copy Creator: + + + + + Select Admin → Local Administration → Library Settings Editor. + + + + + Scroll down to GUI: Horizontal layout for Volume/Copy Creator/Editor, and click Edit. + + + + + Select True to view the panel horizontally. + + + + + Add volumes and items using the Unified Volume/Copy Creator + The Unified Volume/Copy Creator enables you to edit call numbers and copy information in separate panes on a single, + unified screen. + The Unified Volume/Copy Creator appears when you access the following links: + + + + Holdings Maintenance → Add items + + + + + Holdings Maintenance → Add volumes + + + + + Holdings Maintenance → Edit items + + + + + Holdings Maintenance → Replace barcode + + + + + Create New MARC Record → Fast Item Add + + + + + Record Summary → Add Volumes. + + + The ability to Add Volumes from the Record Summary + is also a new functionality in 2.1. + + + + In the following example, you will use the Unified Volume/Copy Creator to add multiple volumes and copies to + bibliographic record from the Holdings Maintenance screen: + + Retrieve a record. + Click the Actions for this Record -→ Holdings Maintenance + + + + + + + + + On the Holdings Maintenance screen, highlight the branch(es) to which you would like to add volumes. + + + Right click, and click Add Volumes. + + + + + + + + The Unified Volume/Copy Creator opens. + + + + The Record Summary appears in the top panel. + + + + The Copy Templates enables you to predefine copy settings. This panel displayed in the + Copy Editor + in 2.0. + + + + + The Volume and Copy Creator enables you to add volumes and copies individually or in batch. + + + + + The Copy Viewer enables you to set parameters for each copy. + + + + A Classification and a Call Number appear for each volume. + + The Classification is derived from following setting in the Admin module: Admin + → Local Administration → Library Settings Editor → + Cataloging: Default Classification Scheme. The Call Number is derived from the MARC + record. + + + + + + + + You can add volume and copy information to each row individually or in batch. In the dark gray row, select a classification, prefix, call number, + and suffix (if needed) from the drop down menus and apply those settings in batch to all of the volumes that you created. Click + Apply. + The prefix and suffix drop down menus are populated by entries in the Admin menu. See + Call Number Prefixes and Suffixes. + + + + + + + + + + Enter the number of copies and barcodes that you want to add. The barcodes that you enter will populate in the + Copy Editor. + + + + + + + + + If desired, select a copy template from the template drop down menu, and click Apply. + Changes to copies appear in green. + + + + + + + + + Make any other changes that you would like to make in the Copy Editor. + Click Create Volumes/Items. + + The Holdings Maintenance screen will refresh to show the addition of the volumes and copies. + + + + + Monograph Parts + Monograph Parts enables you to differentiate between parts of monographs or other multi-part items. This feature + enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the + discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc + of a DVD set if they want to access a specific season or episode rather than an entire series. + No new permissions or administrative settings are needed to use this feature. + To add a monograph part to an existing record in the catalog: + + + Retrieve a record. + + + Click Actions for this Record → Manage Parts + + + + + + monograph_parts1 + + + + + Click New Monograph Part + + + Enter the label that you want to appear to the user in the catalog, and + click Save. + This will create a list of monograph parts from which you can choose when you create a volume and copy. + + + + + + + + + + Add a volume and copy. To add a volume and copy to your workstation library, click the Add Volumes link in the + Record Summary at the top of the bibliographic record, or click Actions for this Record → Add + Volumes. + To add a volume and copy to your workstation library or other libraries, click Actions for this Record → Holdings + Maintenance → Add Volumes. + + + + + + + + + + The Unified Volume/Copy Creator opens. Enter the number of volumes that you want to add to the catalog and + the volume description. + + Enter the number of copies and barcode(s) of each item. + + + Select the part designation from the drop down menu adjacent to the barcode field. + + + Apply a template to the copies, or edit fields in the Copy Editor. + + + + + + + + + + Click Create Volumes/Items. + + + The Holdings Maintenance screen will refresh to demonstrate the addition of the volume, copy, and part. + These fields also appear in the OPAC View. + + + + + + + + + + + + Conjoined Items + Prior to Evergreen version 2.1, items could be attached to only one bibliographic record. The Conjoined Items feature in Evergreen 2.1 enables catalogers to + link items to multiple bibliographic records. This feature will enable more precise cataloging. For example, catalogers will be able to indicate items that + are printed back to back, are bilingual, are part of a bound volume, are part of a set, or are available as an e-reader pre-load. This feature will also help the + user retrieve more relevant search results. For example, a librarian catalogs a multi-volume festschrift. She can create a bibliographic record for the + festschrift and a record for each volume. She can link the items on each volume to the festschrift record so that a patron could search for a volume or the + festschrift and retrieve information about both works. + In the example below, a librarian has created a bibliographic record for two bestselling items. These books are available as physical copies in the library, and they + are available as e-reader downloads. The librarian will link the copy of the Kindle to the bibliographic records that are available on the e-reader. + The Conjoined Items feature was designed so that you can link items between bibliographic records when you have the item in hand, or when the item is + not physically present. Both processes are described here. The steps are fewer if you have the item in hand, but both processes accomplish the same task. + This documentalso demonstrates the process to edit or delete links between items and bibliographic records. Finally, the permission a cataloger needs to use + this feature is listed. + Scenario 1: I want to link an item to another bibliographic record, but I do not have the item in hand1) Retrieve the + bibliographic record to which you would like to link an item. + + + Click Actions for this Record → Mark as Target for Conjoined Items. + + + + + + + + + + A confirmation message will appear. Click OK. + + + In a new tab, retrieve the bibliographic record with the item that you want to link to the other record. + + + Click Actions for this Record → Holdings Maintenance. + + + Select the copy that you want to link to the other bibliographic record. Right-click, or click Actions for Selected + Rows → Link as Conjoined Items to Previously Marked Bib Record. + + + + + + + + + + The Manage Conjoined Items interface opens in a new tab. This interface enables you to confirm the success of + the link, and to change the peer type if desired. The Result column indicates that you created a successful link between + the item and the bib record. + + + + + + + + The default peer type, Back-to-back, was set as the peer type for our item. To change a peer type after the + link has been created, right-click or click Actions for Selected Items → Change Peer Type. A drop down menu + will appear. Select the desired peer type, and click OK. + + + + + + + + + + The Result column will indicate that the Peer Type [has been] + Updated. + + + + + + + + + + To confirm the link between the item and the desired bib record, reload the tab containing the bib record to which you linked the item. Click the link + for Linked Titles. + + + + + + + + + + To view the copy details, including the peer type, click Copy Details. + + + + + + + + Items can be linked to multiple bibliographic records simultaneously. If you click the linked titles button in the copy details, then you + will retrieve a list of bibliographic records to which this item is linked. + + + + + + + + + + Scenario 2: I want to link an item to another bibliographic record, and I do have the item in hand1) Retrieve the bibliographic + record to which you would like to add the item. + + + Click Actions for this Record → Manage Conjoined Items. + + + + + + + + + + A note in the bottom left corner of the screen will confirm that the record was targeted for linkage with conjoined items, and the + Manage Conjoined Items screen will appear. + + + Select the peer type from the drop down menu, and scan in the barcode of the item that you want to link to this record. + + + Click Link to Bib (Submit). + + + + + + + + + + The linked item will appear in the screen. The Result column indicates Success. + + + To confirm the linkage, click Actions for this Record → OPAC View. + + + When the bibliographic record appears, click Reload. Linked Titles will show the linked title and item. + Scenario 3: I want to edit or break the link between a copy and a bibliographic record1) Retrieve the bibliographic record + that has a copy linked to it. + + + Click Actions for this Record → Manage Conjoined Items. + + + Select the copy that you want to edit, and right-click or click Actions for Selected Items. + + + Make any changes, and click OK. + + + Required permission: UPDATE_COPY - Link items to bibliographic records + +
+
+ Call Number Prefixes and Suffixes + In Evergreen version 2.1, you can configure call number prefixes and suffixes in the Admin module. This feature ensures more precise cataloging because each + cataloger will have access to an identical drop down menu of call number prefixes and suffixes that are used at his library. In addition, it may streamline + cataloging workflow. Catalogers can use a drop down menu to enter call number prefixes and suffixes rather than entering them manually. You can also run reports on + call number prefixes and suffixes that would facilitate collection development and maintenance. + Configure call number prefixes: + Call number prefixes are codes that precede a call number. + To configure call number prefixes: + + + + Select Admin → Server Administration → Call Number Prefixes. + + + + + Click New Prefix. + + + + + Enter the call number label that will appear on the item. + + + + + Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate + permissions, will be able to apply this call number prefix. + + + + + Click Save. + + + + + + + + + + + Configure call number suffixes: + Call number suffixes are codes that succeed a call number. + To configure call number suffixes: + + + + Select Admin → Server Administration → Call Number Suffixes. + + + + + Click New Suffix. + + + + + Enter the call number label that will appear on the item. + + + + + Select the owning library from the drop down menu. Staff at this library, and its descendant org units, with the appropriate + permissions, will be able to apply this call number suffix. + + + + + Click Save. + + + + + + + + + + + Apply Call Number Prefixes and Suffixes + You can apply call number prefixes and suffixes to items from a pre-configured list in the Unified Volume/Copy Creator. See + the section, Unified Volume Copy Creator, for an example. +
+ + +