3 <?xml version="1.0" encoding="UTF-8"?>
5 <chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="cataloging">
23 <para>This chapter explains the cataloging procedures carried out from the staff client.
37 <section xml:id="MARC">
41 <title>Working with the MARC Editor
61 <para>The MARC Editor allows MARC tags, sub-fields, and indicators to be edited.
67 <para>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.
73 <simplesect xml:id="editingMARCrecords">
77 <title>Editing MARC Records
89 <secondary>editing MARC records
103 <para>Retrieve the record.
117 <guimenu>Actions for this Record
121 <guimenuitem>MARC Edit
135 <para>The MARC record will display.
149 </guilabel> subfields to alter subfields display.
159 <para>Right click into a tag field to add/remove rows or replace tags.
169 <para>To work with the data in a tag or indicator, click or
173 </keycap> into the required field.
175 <emphasis>Right click
177 </emphasis> to view acceptable tags or indicators.
187 <para>When finished, click
189 <guibutton>Save Record
219 <para>The MARC Editor may be navigated using keyboard shortcuts. Click
223 </guibutton> to see the shortcut menu from within the MARC Editor.
235 <simplesect xml:id="MARCrecordleader">
239 <title>MARC Record Leader and MARC fixed field 008
251 <secondary>MARC leader
265 <secondary>fixed field 008
273 <para>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
275 <ulink url="http://www.loc.gov/marc/">http://www.loc.gov/marc/
287 <title>To edit the MARC record leader
295 <para>Retrieve and display the appropriate record in MARC Edit view.
309 </emphasis> into any box displayed in the fixed field .
323 </keycap> or use the mouse to move between fields.
335 <guibutton>Save Record
351 </guibutton> to save record edits.
361 <para>The OPAC icon for the appropriate material type will display.
375 <para>The MARC Editor may be navigated using keyboard shortcuts. Click
379 </guibutton> to see the shortcut menu from within the MARC Editor.
391 <simplesect xml:id="overlayingMARCrecords">
395 <title>Overlaying MARC Records
407 <secondary>overlaying MARC records
415 <para>Overlaying a MARC record replaces an existing MARC record while leaving all holdings, holds, active circulations, bills, and fines intact.
421 <para>In Evergreen, a record must be
425 </emphasis> 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
429 </emphasis> . Once a record is marked, it remains marked until overlaid or until the user logs out of Evergreen.
439 <title>Marking a record for overlay
447 <para>Search for and retrieve a record for overlay.
461 <guimenu>Actions for this Record
465 <guimenuitem>Mark for Overlay
469 </menuchoice> . Record is now
489 <title>Overlaying the marked record
497 <para>Once the record is marked for overlay, proceed to search for and import the new record from a Z39.50 target.
515 <guimenuitem>Import Record from Z39.50
529 <para>Choose targets and enter search terms.
541 <guibutton>MARC Editor for Overlay
543 </guibutton> . The TCN of the Evergreen record marked for overlay is displayed.
553 <para>The record displays in MARC Edit view. Edit the record as necessary.
565 <guibutton>Overlay Record
577 <para>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.
601 <para>Confirm the overlay. The record in Evergreen is overlaid with the new MARC record. All preexisting holdings remain intact.
621 <section xml:id="addingnewbibliographicrecords">
625 <title>Adding New Records via Built In Z39.50 Client
645 <para>The Z39.50 client is used to search bibliographic databases and examine or download bibliographic records. Open the client with
657 <guimenuitem>Import Record from Z39.50
669 <simplesect xml:id="z39.50screenfeatures">
673 <title>Z39.50 Screen Features
679 <para>Initially, or when you want to change targets, start with the
681 <guilabel role="bold">Service and Credentials
683 </guilabel> 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.
693 <step>Click all the databases you wish to search simultaneously (see the Note about which fields can be used).
699 <step>Fill in user information for any that require it.
707 <guibutton>Save as Default
709 </guibutton> to preserve these settings for next time.
721 <guilabel role="bold">Query
723 </guilabel> 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.
733 <para>If you are searching multiple databases, you will only get results from those that support the fields you're searching! For example,
741 </guilabel> 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.
755 </guilabel> section has three buttons.
769 </guibutton> begins searching on the criteria entered in the search fields.
777 <guibutton>Clear Form
779 </guibutton> resets all fields to empty.
787 <guibutton>Raw Search
789 </guibutton> is an advanced interface for using Prefix Query Format to build complex searches. See
791 <xref linkend="rawsearches"/>.
803 <guilabel role="bold">Results
805 </guilabel> 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.
815 <listitem>If more than the default number of results is available, use
817 <guibutton>Fetch More Results
819 </guibutton> to add the next set to the screen.
827 <guibutton>List Action
829 </guibutton> to view options for exporting and saving from the list:
835 <listitem>Copy Field from selected row to Clipboard
841 <listitem>Print List CSV
847 <listitem>Copy List CSV to Clipboard
853 <listitem>Save List CSV to File
859 <listitem>Save List Configuration
873 <listitem>Select an item and click
877 </guibutton> to toggle viewing the MARC record. When in MARC View, you can
885 </guibutton> . To toggle back, click
887 <guibutton>Results View
895 <listitem>If you have previously marked a record for overlay (when viewing a bib,
897 <guimenu>Actions for this Record
909 <guibutton>MARC Editor for Overlay
911 </guibutton> will be active. Click to view/edit the new bib record to be laid over the local one you selected.
919 <guibutton>MARC Editor for Import
921 </guibutton> is used to view/edit a new record.
927 <listitem>To view long lists of results, click
929 <guibutton>Hide Top Pane
931 </guibutton> to give the results list more screen real estate.
945 <simplesect xml:id="importingarecordviaz39.50">
949 <title>Importing a record via Z39.50
959 <simplesect xml:id="recordcollisions">
963 <title>Record Collisions
973 <simplesect xml:id="fastitemadds">
977 <title>Fast Item Adds
987 <para>The status of items created with Fast Item Add will be set to
991 </emphasis> , consistent with other types of item creation. This is a change from 1.6.
1005 <simplesect xml:id="rawsearches">
1023 <link xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
1027 http://www.indexdata.com/yaz/doc/tools.html
1033 for more details on PQF and examples you can copy/paste into the search box.