1 <?xml version="1.0" encoding="UTF-8"?>
2 <chapter xmlns="http://docbook.org/ns/docbook"
3 xmlns:xi="http://www.w3.org/2001/XInclude"
4 xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0"
7 <title>Cataloging</title>
10 <para>This chapter explains the cataloging procedures
11 carried out from the staff client.</para>
15 <section xml:id="MARC">
16 <title>Working with the MARC Editor</title>
19 <primary>cataloguing</primary>
21 <secondary>MARC</secondary>
24 <para>The MARC Editor allows MARC tags, sub-fields, and
25 indicators to be edited.</para>
27 <para>OPAC icons for text, moving pictures and sound rely on
28 correct MARC coding in the leader and the 008, as do OPAC
29 search filters such as publication date, item type, or target
30 audience. Bibliographic matching and de-duplicating also rely
31 on correct MARC coding and consistency in use and content in
32 particular MARC tags.</para>
34 <simplesect xml:id="editingMARCrecords">
35 <title>Editing MARC Records</title>
38 <primary>cataloguing</primary>
40 <secondary>editing MARC records</secondary>
45 <para>Retrieve the record.</para>
51 <guimenu>Actions for this Record</guimenu>
53 <guimenuitem>MARC Edit</guimenuitem>
60 <para>The MARC record will display.</para>
64 <para>Select viewing and editing options, if desired.</para>
65 <itemizedlist><listitem><para>
66 <guilabel>Stack subfields</guilabel>
68 to display each subfield on its own line.</para>
73 <guilabel>Flat-Text Editor</guilabel>
75 switches to a plain-text (menmonic) MARC format. The advantage of this
76 format is being able to copy and paste multiple lines. It also allows
77 the use of tools like MarcEdit (
78 <link xlink:href="http://people.oregonstate.edu/~reeset/marcedit/html/index.php">
79 http://people.oregonstate.edu/~reeset/marcedit/html/index.php</link>.
80 Unclick the box to switch back.</para>
85 <guilabel>Fast Item Add</guilabel>
87 allows attaching items quickly with call number and barcode.
88 When <guibutton>Save</guibutton> is clicked, the **INSERT
89 CROSS-REFERENCE** Copy Editor
91 </listitem></itemizedlist></step>
93 <step><para>Make changes as desired.</para>
94 <itemizedlist><listitem>
95 <para>Right click into a tag field to add/remove rows
96 or replace tags.</para>
99 <para>With the cursor at the end of a subfield, click <keycap>Control + D</keycap>
100 (<keycap>Control + I</keycap> in Mac OSX) to insert a new subfield.</para>
103 <para>To remove a subfield, click <keycap>Shift + Delete</keycap>
107 <para>To work with the data in a tag or indicator,
111 into the required field.
112 <emphasis>Right click</emphasis>
114 to view acceptable tags or indicators.</para>
115 </listitem></itemizedlist></step>
118 <para>When finished, click
119 <guibutton>Save Record</guibutton>
121 and then either close the tab or switch to another view
122 under <guimenu>Actions for this Record</guimenu>, for example to view it as it
123 appears in the OPAC.</para>
129 <para>The MARC Editor may be navigated using keyboard
131 <guibutton>Help</guibutton>
133 to see the shortcut menu from within the MARC
138 <simplesect xml:id="MARCrecordleader">
139 <title>MARC Record Leader and MARC fixed field 008</title>
142 <primary>MARC</primary>
144 <secondary>MARC leader</secondary>
148 <primary>MARC</primary>
150 <secondary>fixed field 008</secondary>
153 <para>Parts of the leader and the 008 field can be edited
154 in the MARC Editor via the fixed field box displayed above
155 the MARC record. Information about the leader and the 008
156 can be found on the Library of Congress's MARC Standards
158 <link xlink:href="http://www.loc.gov/marc/bibliographic/ecbdlist.html">
159 http://www.loc.gov/marc/bibliographic/ecbdlist.html</link>
164 <title>To edit the MARC record leader</title>
167 <para>Retrieve and display the appropriate record in
168 MARC Edit view.</para>
173 <emphasis>Click</emphasis>
175 into any box displayed in the fixed field .</para>
182 or use the mouse to move between fields.</para>
187 <guibutton>Save Record</guibutton>
195 <para>The MARC Editor may be navigated using keyboard
197 <guibutton>Help</guibutton>
199 to see the shortcut menu from within the MARC
204 <simplesect xml:id="overlayingMARCrecords">
205 <title>Overlaying MARC Records</title>
208 <primary>cataloguing</primary>
210 <secondary>overlaying MARC records</secondary>
213 <para>Overlaying a MARC record replaces an existing MARC
214 record while leaving all holdings, holds, active
215 circulations, bills, and fines intact.</para>
217 <para>In Evergreen, a record must be
218 <emphasis>marked</emphasis>
220 for overlay. The mark for overlay is by login. Only one
221 record at a time may be marked for overlay. When another
222 record is marked for overlay, the previously marked item is
224 <emphasis>de-marked</emphasis>
226 . Once a record is marked, it remains marked until overlaid
227 or until the user logs out of Evergreen.</para>
230 <title>Marking a record for overlay</title>
233 <para>Search for and retrieve a record for
240 <guimenu>Actions for this Record</guimenu>
242 <guimenuitem>Mark for Overlay</guimenuitem>
246 <emphasis>marked</emphasis>
253 <title>Overlaying the marked record</title>
256 <para>Once the record is marked for overlay, proceed to
257 <link linkend="z39.60">search for and import the new record from a Z39.50
258 target</link>.</para>
264 <guibutton>MARC Editor for Overlay</guibutton>
266 . The TCN of the Evergreen record marked for overlay is
271 <para>The record displays in MARC Edit view. Edit the
272 record as necessary.</para>
277 <guibutton>Overlay Record</guibutton>
283 <para>The existing record will display along with a
284 prompt to confirm the overlay. Panes may be moved to
285 view the record in entirety, if required.</para>
290 <guibutton>Overlay</guibutton>
296 <para>Confirm the overlay. The record in Evergreen is
297 overlaid with the new MARC record. All preexisting
298 holdings remain intact.</para>
304 <section xml:id="z39.50">
305 <title>Adding New Records via Built In Z39.50 Client</title>
308 <primary>cataloguing</primary>
310 <secondary>Z39.50</secondary>
313 <para>The Z39.50 client is used to search bibliographic
314 databases and examine or download bibliographic records. Open
317 <guimenu>Cataloging</guimenu>
319 <guimenuitem>Import Record from Z39.50</guimenuitem>
323 <simplesect xml:id="z39.50screenfeatures">
324 <title>Z39.50 Screen Features</title>
326 <para>Initially, or when you want to change targets, start
328 <guilabel role="bold">Service and Credentials</guilabel>
330 area. Here you choose the remote databases you wish to
331 search. Preconfigured servers are listed under Services. If
332 any require authentication to access, you will see username
333 and password boxes to the right.</para>
336 <step>Click all the databases you wish to search
337 simultaneously (see the Note about which fields can be
340 <step>Fill in user information for any that require
344 <guibutton>Save as Default</guibutton>
346 to preserve these settings for next time.</step>
350 <guilabel role="bold">Query</guilabel>
352 section is where you enter a search. The databases you
353 select control which search fields you can use. You may use
354 any combination of fields that are active (not grayed out),
355 but be aware that not all fields are active for every
356 database. Select just one database to see which fields are
357 active for that database.</para>
360 <para>If you are searching multiple databases, you will
361 only get results from those that support the fields
362 you're searching! For example,
363 <guilabel>Keyword</guilabel>
366 <guilabel>Subject</guilabel>
368 are only active if the local catalog is selected, so
369 using those fields in a combined database search
370 guarantees that you will only get results from the local
375 <guilabel>Query</guilabel>
377 section has three buttons.</para>
381 <guibutton>Search</guibutton>
383 begins searching on the criteria entered in the search
387 <guibutton>Clear Form</guibutton>
389 resets all fields to empty.</listitem>
392 <guibutton>Raw Search</guibutton>
394 is an advanced interface for using Prefix Query Format to
395 build complex searches. See
396 <xref linkend="rawsearches" />
402 <guilabel role="bold">Results</guilabel>
404 pane displays the results from the most recent search.
405 Information about each record retrieved appears on a
406 separate summary line, with various columns of
410 <listitem>If more than the default number of results is
412 <guibutton>Fetch More Results</guibutton>
414 to add the next set to the screen.</listitem>
417 <guibutton>List Action</guibutton>
419 to view options for exporting and saving from the list:
421 <listitem>Copy Field from selected row to
424 <listitem>Print List CSV</listitem>
426 <listitem>Copy List CSV to Clipboard</listitem>
428 <listitem>Save List CSV to File</listitem>
430 <listitem>Save List Configuration</listitem>
434 <listitem>Select an item and click
435 <guibutton>MARC View</guibutton>
437 to toggle viewing the MARC record. When in MARC View, you
439 <guibutton>Print Page</guibutton>
441 . To toggle back, click
442 <guibutton>Results View</guibutton>
446 <listitem>If you have previously <link linkend="overlayingMARCrecords">
449 <guibutton>MARC Editor for Overlay</guibutton>
451 will be active. Click to view/edit the new bib record to
452 be laid over the local one you selected. See <xref linkend="overlayingMARCrecords"/>
453 for details.</listitem>
456 <guibutton>MARC Editor for Import</guibutton>
458 is used to view/edit a new record.</listitem>
460 <listitem>To view long lists of results, click
461 <guibutton>Hide Top Pane</guibutton>
463 to give the results list more screen real
468 <simplesect xml:id="importingarecordviaz39.50">
469 <title>Importing a record via Z39.50</title>
472 <simplesect xml:id="recordcollisions">
473 <title>Record Collisions</title>
476 <simplesect xml:id="fastitemadds">
477 <title>Fast Item Adds</title>
480 <para>The status of items created with Fast Item Add will
482 <emphasis>In Process</emphasis>
484 , consistent with other types of item creation. This is a
485 change from 1.6.</para>
489 <simplesect xml:id="rawsearches">
490 <title>Raw Searches</title>
495 xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
496 http://www.indexdata.com/yaz/doc/tools.html</link>
498 for more details on PQF and examples you can copy/paste
499 into the search box.</para>