From e7dc9bb45c2fa61a596340d093dacf5fe567ca6a Mon Sep 17 00:00:00 2001 From: Hilary Caws-Elwitt Date: Tue, 26 Apr 2011 12:17:55 -0400 Subject: [PATCH] removed backup cataloging.xml~ accidentally added --- 2.0/stafftasks/cataloging.xml~ | 504 ----------------------------------------- 1 file changed, 504 deletions(-) delete mode 100644 2.0/stafftasks/cataloging.xml~ diff --git a/2.0/stafftasks/cataloging.xml~ b/2.0/stafftasks/cataloging.xml~ deleted file mode 100644 index 367a2bb..0000000 --- a/2.0/stafftasks/cataloging.xml~ +++ /dev/null @@ -1,504 +0,0 @@ - - - - Cataloging - - - This chapter explains the cataloging procedures - carried out from the staff client. - - - -
- 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 rely - on correct MARC coding and consistency in use and content in - particular MARC 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. - - - - When finished, click - Save Record - - and then either close the tab or switch to another view - under Actions for this Record, for example to view it as it - appears in the OPAC. - - - - - - The MARC Editor may be navigated using keyboard - shortcuts. Click - Help - - to see the shortcut menu from within the MARC - Editor. - - - - - MARC Record Leader and MARC fixed field 008 - - - MARC - - MARC leader - - - - MARC - - fixed field 008 - - - Parts of the leader and the 008 field can be edited - in the MARC Editor via the fixed field box displayed above - the MARC record. 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 - - . - - - To edit the MARC record leader - - - Retrieve and display the appropriate record in - MARC Edit view. - - - - - Click - - into any box displayed in the fixed field . - - - - Press - Tab - - or use the mouse to move between fields. - - - - Click - Save Record - - . - - - - - - The MARC Editor may be navigated using keyboard - shortcuts. Click - Help - - to see the shortcut menu from within the MARC - Editor. - - - - - 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 preexisting - holdings remain intact. - - - -
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- Adding New Records via Built In Z39.50 Client - - - cataloguing - - Z39.50 - - - The Z39.50 client is used to search bibliographic - databases and examine or download bibliographic records. Open - the client with - - Cataloging - - Import Record from Z39.50 - - - - - Z39.50 Screen Features - - Initially, or when you want to change targets, start - with the - Service and Credentials - - area. Here you choose the remote databases you wish to - search. Preconfigured servers are listed under Services. If - any require authentication to access, you will see username - and password boxes to the right. - - - Click all the databases you wish to search - simultaneously (see the Note about which fields can be - used). - - Fill in user information for any that require - it. - - Click - Save as Default - - to preserve these settings for next time. - - - The - Query - - section is where you enter a search. The databases you - select control which search fields you can use. You may use - any combination of fields that are active (not grayed out), - but be aware that not all fields are active for every - database. Select just one database to see which fields are - active for that database. - - - If you are searching multiple databases, you will - only get results from those that support the fields - you're searching! For example, - Keyword - - and - Subject - - are only active if the local catalog is selected, so - using those fields in a combined database search - guarantees that you will only get results from the local - catalog. - - - The - Query - - section has three buttons. - - - - Search - - begins searching on the criteria entered in the search - fields. - - - Clear Form - - resets all fields to empty. - - - Raw Search - - is an advanced interface for using Prefix Query Format to - build complex searches. See - - - . - - - The - Results - - pane displays the results from the most recent search. - Information about each record retrieved appears on a - separate summary line, with various columns of - information. - - - If more than the default number of results is - available, use - Fetch More Results - - to add the next set to the screen. - - Click - List Action - - to view options for exporting and saving from the list: - - Copy Field from selected row to - Clipboard - - Print List CSV - - Copy List CSV to Clipboard - - Save List CSV to File - - Save List Configuration - - - - Select an item and click - MARC View - - to toggle viewing the MARC record. When in MARC View, you - can - Print Page - - . To toggle back, click - Results View - - . - - If you have previously - marked a record for - overlay, - MARC Editor for Overlay - - will be active. Click to view/edit the new bib record to - be laid over the local one you selected. See - for details. - - - MARC Editor for Import - - is used to view/edit a new record. - - To view long lists of results, click - Hide Top Pane - - to give the results list more screen real - estate. - - - - - Importing a record via Z39.50 - - - - Record Collisions - - - - Fast Item Adds - - - The status of items created with Fast Item Add will - be set to - In Process - - , consistent with other types of item creation. This is a - change from 1.6. - - - - - Raw Searches - - - Visit - - http://www.indexdata.com/yaz/doc/tools.html - - for more details on PQF and examples you can copy/paste - into the search box. - - -
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