This chapter explains the cataloging procedures carried out from the staff client.

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. cataloguing editing MARC records Retrieve the record. Actions for this Record MARC 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 + Delete 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 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 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/bibliographic/ecbdlist.html . 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 . The MARC Editor may be navigated using keyboard shortcuts. Click Help to see the shortcut menu from within the MARC Editor. 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. Search for and retrieve a record for overlay. Select Actions for this Record Mark for Overlay . Record is now marked . Once 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 preexisting holdings remain intact.

cataloguing 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 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, 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. 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. Visit http://www.indexdata.com/yaz/doc/tools.html for more details on PQF and examples you can copy/paste into the search box.