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
Stack
subfields to alter subfields display.
Right click into a tag field to add/remove rows or replace tags.
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
.
Click
OK
.
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/
.
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
.
Click
OK
to save record edits.
The OPAC icon for the appropriate material type will display.
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.
Select
Cataloging
Import Record from Z39.50
.
Choose targets and enter search terms.
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.
Adding New Records via Built In Z39.50 Client
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 (when viewing a bib,
Actions for this Record
Mark 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.
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.