From 7224f9cbbe181e2117a906b96efe4e76bd6a91cc Mon Sep 17 00:00:00 2001 From: rsoulliere Date: Fri, 24 Feb 2012 13:01:56 -0500 Subject: [PATCH] Add some cataloging sections from 2.0 docs as suggested by Tim Spindler. --- stafftasks/cataloging.xml | 318 ++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 318 insertions(+) diff --git a/stafftasks/cataloging.xml b/stafftasks/cataloging.xml index 08b4e7e..0ab0f85 100644 --- a/stafftasks/cataloging.xml +++ b/stafftasks/cataloging.xml @@ -2,6 +2,324 @@ Cataloging + +
+ Working with the MARC Editor + + + cataloguing + + MARC + + + The MARC Editor allows MARC tags, sub-fields, and + indicators to be edited. + + OPAC icons for text, moving pictures and sound rely on + correct MARC coding in the leader and the 008, as do OPAC + search filters such as publication date, item type, or target + audience. Bibliographic matching and de-duplicating also need + correct and consistent MARC coding in particular tags. + + + Editing MARC Records + + + cataloguing + + editing MARC records + + + + + Retrieve the record. + + + + + + Actions for this Record + + MARC Edit + + + . + + + + The MARC record will display. + + + + Select viewing and editing options, if + desired. + + + + + Stack subfields + + to display each subfield on its own line. + + + + + Flat-Text Editor + + switches to a plain-text (menmonic) MARC format. + The advantage of this format is being able to copy + and paste multiple lines. It also allows the use of + tools like MarcEdit ( + + http://people.oregonstate.edu/~reeset/marcedit/html/index.php + + ). Unclick the box to switch back. + + + + + Fast Item Add + + allows attaching items quickly with call number and + barcode. When + Save + + is clicked, the **INSERT CROSS-REFERENCE** Copy + Editor will open. + + + + + + Make changes as desired. + + + + Right click into a tag field to add/remove + rows or replace tags. + + + + With the cursor at the end of a subfield, + click + Control + D + + ( + Control + I + + in Mac OSX) to insert a new subfield. + + + + To remove a subfield, click + Shift + Delete + + + + + To work with the data in a tag or indicator, + click or + Tab + + into the required field. + Right click + + to view acceptable tags or indicators. + + + + + MARC + + MARC leader + + + + MARC + + fixed field 008 + + + Parts of the leader and the 008 field can be + edited with the fixed field box displayed above the + MARC record. Click into any box to edit the + contents. (Information about the leader and the 008 + can be found on the Library of Congress's MARC + Standards page at + + http://www.loc.gov/marc/bibliographic/ecbdlist.html + + .) + + + + + The MARC Editor may be navigated using keyboard + shortcuts. Click + Help + + to see the shortcut menu from within the MARC + Editor. + + + + + When finished, click + Save Record + + . The record stays open in the editor. You can close + the tab or switch to another view under + Actions for this Record + + (for example to view it as it appears in the + OPAC). + + + + + + Overlaying MARC Records + + + cataloguing + + overlaying MARC records + + + Overlaying a MARC record replaces an existing MARC + record while leaving all holdings, holds, active + circulations, bills, and fines intact. + + In Evergreen, a record must be + marked + + for overlay. The mark for overlay is by login. Only one + record at a time may be marked for overlay. When another + record is marked for overlay, the previously marked item is + + de-marked + + . Once a record is marked, it remains marked until overlaid + or until the user logs out of Evergreen. + + + Marking a record for overlay + + + Search for and retrieve a record for + overlay. + + + + Select + + Actions for this Record + + Mark for Overlay + + + . Record is now + marked + + . + + + + + Overlaying the marked record + + + Once the record is marked for overlay, proceed to + + search for and import the new + record from a Z39.50 target + + . + + + + Click + MARC Editor for Overlay + + . The TCN of the Evergreen record marked for overlay is + displayed. + + + + The record displays in MARC Edit view. Edit the + record as necessary. + + + + Click + Overlay Record + + . + + + + The existing record will display along with a + prompt to confirm the overlay. Panes may be moved to + view the record in entirety, if required. + + + + Click + Overlay + + . + + + + Confirm the overlay. The record in Evergreen is + overlaid with the new MARC record. All pre-existing + holdings remain intact. + + + + + + Validating MARC Records + + + cataloguing + + validating records + + + Validation checks headings that are subject to + authority control (subjects, names, uniform titles) by + comparing them to the authority records that are available + in the system. + + + Click + Validate + + . + + Scroll through the record looking for fields that + have turned red. + + Right-click on a field that is red. The closest + valid headings will display. + + To apply a heading, mouse over it and click + Apply Selected + + . + + Fields that do not validate are not necessarily + invalid--there may not be an authority record for that + name/subject/title. If you have the appropriate + permissions, you can add an authority record based on the + existing record. + + +
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Adding Holdings -- 2.11.0