CatalogingThis chapter explains the cataloging procedures
carried out from the staff client.Working with the MARC EditorcataloguingMARCThe 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 Recordscataloguingediting MARC recordsRetrieve the record.Actions for this RecordMARC 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 + DeleteTo 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 008MARCMARC leaderMARCfixed field 008Parts 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 leaderRetrieve 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 Recordscataloguingoverlaying MARC recordsOverlaying 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 overlaySearch for and retrieve a record for
overlay.Select
Actions for this RecordMark for Overlay
. Record is now
marked
.Overlaying the marked recordOnce 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.Adding New Records via Built In Z39.50 ClientcataloguingZ39.50The Z39.50 client is used to search bibliographic
databases and examine or download bibliographic records. Open
the client with
CatalogingImport Record from Z39.50Z39.50 Screen FeaturesInitially, 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
ClipboardPrint List CSVCopy List CSV to ClipboardSave List CSV to FileSave List ConfigurationSelect 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 Z39.50Find the desired record, click MARC Editor for Import,
and make any desired changes. Click Import Record when done.
A success (or failure) message will display. If you used Fast Item Adds,
the Copy Editor will appear.Fast Item AddsClicking the Fast Item Add box will display Call Number and
Item Barcode fields. Use these to quickly add items to the record as you
edit it.When you've successfully imported the record, the copy editor will display. Make
necessary adjustments and click Modify/Create Copies.As of 2.0.6, 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.Record CollisionsAs of 2.0.5, if the global flag "Cat: Use internal ID for TCN value" has been set by
the administrator (under Admin Server SettingsGlobal Flags), the collision
detection in the Z39.50 import interface will be disabled because it relies on the TCN.
Until a more flexible collision detection process is in place, avoiding duplicate
bib record imports from Z39.50 will be up to the user..
Raw SearchesVisit
http://www.indexdata.com/yaz/doc/tools.html
for more details on PQF and examples you can copy/paste
into the search box.