Docs: updating z39.50 overlay doc and images
authorgmontimantis <>
Wed, 10 Nov 2021 19:37:40 +0000 (14:37 -0500)
committerJane Sandberg <>
Tue, 25 Jan 2022 17:46:25 +0000 (09:46 -0800)
Signed-off-by: Jane Sandberg <>
docs/modules/cataloging/assets/images/overlay/mark_local_overlay.jpg [new file with mode: 0644]
docs/modules/cataloging/assets/images/overlay/overlay.jpg [new file with mode: 0644]
docs/modules/cataloging/assets/images/overlay/overlay_confirmation.jpg [new file with mode: 0644]
docs/modules/cataloging/assets/images/overlay/search.png [new file with mode: 0644]
docs/modules/cataloging/assets/images/overlay/view_marc.jpg [new file with mode: 0644]

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@@ -7,49 +7,44 @@ This feature enables you to replace a catalog record with a record obtained thro
 1) Click *Cataloging -> Import Record from Z39.50*
-2) Select at least one *Service* in addition to the *Local Catalog* in the *Service and Credentials* window in the top right panel.
+2) Select at least one of the *Service and Credentials* to have the search fields appear.  You can also click on *Save as Default* if you want the same *Service and Credentials* saved for the future.
 3) Enter search terms in the *Query* window in the top left panel.
-4) Click *Search*.
+4) Click *Search*. 
 5) The results will appear in the lower window.
 6) Select the record in the local catalog that you wish to overlay.
-7) Click *Mark Local Result as Overlay Target*
+7) Click *Mark Local Result as Overlay Target*.  A confirmation will show as a message above the results table in the top right hand corner.
-8) A confirmation message appears.  Click *OK*.
+8) Select the record that you want to replace the existing catalog record.
-9) Select the record that you want to replace the existing catalog record.
+9) Click on *View Marc* to check on that record.
-10) Click *Overlay.*
+10) If the record is correct, click *Overlay*.  This option will only be executable if you are highlighting the potential incoming record.
-11) The record that you selected will open in the MARC Editor.  Make any desired changes to the record, and click *Overlay Record*.
-12) The catalog record that you want to overlay will appear in a new window.  Review the MARC record to verify that you are overlaying the correct catalog record.
+11) The records that you selected will open in a prompt.  Make any desired changes to the record in a separate window with Marc Editor and come back to this screen when ready to overlay.  Select a profile and click *Overlay*.
-13) If the correct record appears, click *Overlay*.
-14) A confirmation message will appear to confirm that you have overlaid the record.  Click *Ok*.
+12) The record will appear in a new tab in OPAC view.
-15) The screen will refresh in the OPAC View to show that the record has been overlaid.
+13) When overlayed, a message over the result table will display "No record marked for overlay."