From cca9719202627b36e0809e97aeaac65a2b8e673e Mon Sep 17 00:00:00 2001 From: Hilary Caws-Elwitt Date: Thu, 19 May 2011 14:40:00 -0400 Subject: [PATCH] Edited authorities intro. --- 2.0/stafftasks/cataloging.xml | 510 +++++++++++++++++++++------------- 1 file changed, 321 insertions(+), 189 deletions(-) diff --git a/2.0/stafftasks/cataloging.xml b/2.0/stafftasks/cataloging.xml index 70a716c730..10f2f51bdd 100644 --- a/2.0/stafftasks/cataloging.xml +++ b/2.0/stafftasks/cataloging.xml @@ -30,8 +30,6 @@ xml:id="cataloging"> audience. Bibliographic matching and de-duplicating also need correct and consistent MARC coding in particular tags. - - Editing MARC Records @@ -62,106 +60,133 @@ xml:id="cataloging"> - 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. - - - - MARC - - MARC leader - - - - MARC - - fixed field 008 - + 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. + + + - Parts of the leader and the 008 field can be edited - with the fixed field box displayed above - the MARC record. Click into any box to edit the contents. (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 - .) - - - - - The MARC Editor may be navigated using keyboard - shortcuts. Click - Help - - to see the shortcut menu from within the MARC - Editor. - + + 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. + + + + + MARC + + MARC leader + + + + MARC + + fixed field 008 + + + Parts of the leader and the 008 field can be + edited with the fixed field box displayed above the + MARC record. Click into any box to edit the + contents. (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 + + .) + + + + + The MARC Editor may be navigated using keyboard + shortcuts. Click + Help + + to see the shortcut menu from within the MARC + Editor. + When finished, click - Save Record. + Save Record - The record stays open in the editor. You can 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 record stays open in the editor. You can close + the tab or switch to another view under + Actions for this Record + (for example to view it as it appears in the + OPAC). + - - Overlaying MARC Records @@ -183,8 +208,9 @@ xml:id="cataloging"> 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 + de-marked + + . Once a record is marked, it remains marked until overlaid or until the user logs out of Evergreen. @@ -201,8 +227,12 @@ xml:id="cataloging"> Actions for this Record Mark for Overlay - . Record is now - marked. + + + . Record is now + marked + + . @@ -211,11 +241,13 @@ xml:id="cataloging"> Once the record is marked for overlay, proceed to - search for and import the new record from a Z39.50 - target. + + search for and import the new + record from a Z39.50 target + + . - Click MARC Editor for Overlay @@ -256,7 +288,8 @@ xml:id="cataloging"> - + + Validating MARC Records @@ -264,72 +297,123 @@ xml:id="cataloging"> validating records -Validation checks headings that are subject -to authority control (subjects, names, uniform titles) by comparing them to the -authority records that are available in the system. - -Click Validate. -Scroll through the record looking for fields that have turned red. -Right-click on a field that is red. The closest valid headings will display. -To apply a heading, mouse over it and click Apply Selected. -Fields that do not validate are not necessarily invalid--there may not be an authority -record for that name/subject/title. If you have the appropriate permissions, you -can add an authority record based on the existing record. - - + + Validation checks headings that are subject to + authority control (subjects, names, uniform titles) by + comparing them to the authority records that are available + in the system. + + + Click + Validate + + . + + Scroll through the record looking for fields that + have turned red. + + Right-click on a field that is red. The closest + valid headings will display. + + To apply a heading, mouse over it and click + Apply Selected + + . + + Fields that do not validate are not necessarily + invalid--there may not be an authority record for that + name/subject/title. If you have the appropriate + permissions, you can add an authority record based on the + existing record. + + -
-Authority Records -cataloguing -authority records - -Authority records establish uniform usage for names, topics/subjects, and -uniform titles; they also guide users from deprecated or alternative terms to -desired terms. Authority records are in MARC format. See - http://www.loc.gov/marc/authority/ecadhome.html for more on the -standard. -Some of the authority-oriented features in Evergreen 2.0 include: - - Following the Library of Congress standard, a field in a bibliographic record is controlled by an authority record when it contains a ‡0 subfield. In Evergreen, the system control number in the ‡0 subfield is always interpreted as the local ID for the authority record. - When an authority record is edited or merged with another authority record, changes in authority records are automatically propagated to linked bibliographic records. - A user interface for managing authorities, including searching, editing, merging, and deleting authorities. - A script for linking fields in a set of uncontrolled bibliographic records to a set of authority records. - -There are some limitations to the authorities in the current version. - -See - http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0 for more - documentation on authorities in Evergreen 2.0. + +
+ Authority Records + + + cataloguing + + authority records + + + Authority records establish uniform usage for names, + topics/subjects, and uniform titles; they also guide users + from deprecated or alternative terms to desired terms. + Authority records are in MARC format. See + + http://www.loc.gov/marc/authority/ecadhome.html + + for more on the standard. + +All bibliographic record fields that are controlled by authority records +will have a ‡0 subfield + containing the local ID for the controlling authority record. + + When an authority record is edited or merged with + another authority record, the changes are + automatically propagated to all the bibliographic records with fields + connected to the ID of the edited authority record. + + + + There are some limitations to the authorities in the + current version. + + See + + http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0 + + for more documentation on authorities in Evergreen + 2.0. + -Viewing/Searching Authority Records - -Select Cataloging -Manage Authorities. -Enter a search term and choose an authority type from the drop-down menu, then -click Submit. -A list of records will display. - - + Viewing/Searching Authority Records + + + Select + + Cataloging + + Manage Authorities + + + . + + Enter a search term and choose an authority type + from the drop-down menu, then click + Submit + + . + + A list of records will display. + + + -Editing Authority Records - + Editing Authority Records + + -Adding New Authority Records - + Adding New Authority Records + + -Merging or Deleting Authority Records - -
+ Merging or Deleting Authority Records + +
+
Adding New Records via Built In Z39.50 Client - - cataloguing + + cataloguing - Z39.50 - + Z39.50 + The Z39.50 client is used to search bibliographic databases and examine or download bibliographic records. Open @@ -464,13 +548,17 @@ click Submit. . - If you have previously - marked a record for - overlay, + 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 + be laid over the local one you selected. See + + for details. @@ -488,49 +576,93 @@ click Submit. Importing a record via Z39.50 -Find 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. + + Find 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 Adds -Clicking 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. + + Clicking 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 + 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 2.0.5 and earlier, when items created with Fast Add were Available. + change from 2.0.5 and earlier, when items created with + Fast Add were Available. - Record Collisions -As of 2.0.5, if the global flag "Cat: Use internal ID for TCN value" has been set by -the administrator (under Admin Server Settings -Global 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.. + Record Collisions + + As of 2.0.5, if the global flag "Cat: Use internal ID + for TCN value" has been set by the administrator (under + + Admin + Server Settings + + Global 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 Searches -You can do advanced searching of remote databases in Prefix Query Format by -clicking Raw Search and entering a search string. Visit - - http://www.indexdata.com/yaz/doc/tools.html - - for more details on PQF and examples you can copy/paste - into the search box. + + You can do advanced searching of remote databases in + Prefix Query Format by clicking + Raw Search + + and entering a search string. Visit + + http://www.indexdata.com/yaz/doc/tools.html + + for more details on PQF and examples you can copy/paste + into the search box.
+ -- 2.43.2