+++ /dev/null
-<?xml version="1.0" encoding="UTF-8"?>
-<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">
- <info>
- <title>Cataloging</title>
-
- <abstract>
- <para>This chapter explains the cataloging procedures
- carried out from the staff client.</para>
- </abstract>
- </info>
-
- <section xml:id="MARC_editor">
- <title>Working with the MARC Editor</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>MARC</secondary>
- </indexterm>
-
- <para>The MARC Editor allows MARC tags, sub-fields, and
- indicators to be edited.</para>
-
- <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 need
- correct and consistent MARC coding in particular tags.</para>
-
- <simplesect xml:id="editingMARCrecords">
- <title>Editing MARC Records</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>editing MARC records</secondary>
- </indexterm>
-
- <procedure>
- <step>
- <para>Retrieve the record.</para>
- </step>
-
- <step>
- <para>
- <menuchoice>
- <guimenu>Actions for this Record</guimenu>
-
- <guimenuitem>MARC Edit</guimenuitem>
- </menuchoice>
-
- .</para>
- </step>
-
- <step>
- <para>The MARC record will display.</para>
- </step>
-
- <step>
- <para>Select viewing and editing options, if
- desired.</para>
-
- <itemizedlist>
- <listitem>
- <para>
- <guilabel>Stack subfields</guilabel>
-
- to display each subfield on its own line.</para>
- </listitem>
-
- <listitem>
- <para>
- <guilabel>Flat-Text Editor</guilabel>
-
- 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 (
- <link
- xlink:href="http://people.oregonstate.edu/~reeset/marcedit/html/index.php">
- http://people.oregonstate.edu/~reeset/marcedit/html/index.php</link>
-
- ). Unclick the box to switch back.</para>
- </listitem>
-
- <listitem>
- <para>
- <guilabel>Fast Item Add</guilabel>
-
- allows attaching items quickly with call number and
- barcode. When
- <guibutton>Save</guibutton>
-
- is clicked, the **INSERT CROSS-REFERENCE** Copy
- Editor will open.</para>
- </listitem>
- </itemizedlist>
- </step>
-
- <step>
- <para>Make changes as desired.</para>
-
- <itemizedlist>
- <listitem>
- <para>Right click into a tag field to add/remove
- rows or replace tags.</para>
- </listitem>
-
- <listitem>
- <para>With the cursor at the end of a subfield,
- click
- <keycap>Control + D</keycap>
-
- (
- <keycap>Control + I</keycap>
-
- in Mac OSX) to insert a new subfield.</para>
- </listitem>
-
- <listitem>
- <para>To remove a subfield, click
- <keycap>Shift + Delete</keycap>
- </para>
- </listitem>
-
- <listitem>
- <para>To work with the data in a tag or indicator,
- click or
- <keycap>Tab</keycap>
-
- into the required field.
- <emphasis>Right click</emphasis>
-
- to view acceptable tags or indicators.</para>
- </listitem>
-
- <listitem>
- <indexterm>
- <primary>MARC</primary>
-
- <secondary>MARC leader</secondary>
- </indexterm>
-
- <indexterm>
- <primary>MARC</primary>
-
- <secondary>fixed field 008</secondary>
- </indexterm>
-
- <para>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
- <link
- xlink:href="http://www.loc.gov/marc/bibliographic/ecbdlist.html">
- http://www.loc.gov/marc/bibliographic/ecbdlist.html</link>
-
- .)</para>
- </listitem>
- </itemizedlist>
-
- <tip>
- <para>The MARC Editor may be navigated using keyboard
- shortcuts. Click
- <guibutton>Help</guibutton>
-
- to see the shortcut menu from within the MARC
- Editor.</para>
- </tip>
- </step>
-
- <step>
- <para>When finished, click
- <guibutton>Save Record</guibutton>
-
- . The record stays open in the editor. You can close
- the tab or switch to another view under
- <guimenu>Actions for this Record</guimenu>
-
- (for example to view it as it appears in the
- OPAC).</para>
- </step>
- </procedure>
- </simplesect>
-
- <simplesect xml:id="overlayingMARCrecords">
- <title>Overlaying MARC Records</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>overlaying MARC records</secondary>
- </indexterm>
-
- <para>Overlaying a MARC record replaces an existing MARC
- record while leaving all holdings, holds, active
- circulations, bills, and fines intact.</para>
-
- <para>In Evergreen, a record must be
- <emphasis>marked</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
-
- <emphasis>de-marked</emphasis>
-
- . Once a record is marked, it remains marked until overlaid
- or until the user logs out of Evergreen.</para>
-
- <procedure>
- <title>Marking a record for overlay</title>
-
- <step>
- <para>Search for and retrieve a record for
- overlay.</para>
- </step>
-
- <step>
- <para>Select
- <menuchoice>
- <guimenu>Actions for this Record</guimenu>
-
- <guimenuitem>Mark for Overlay</guimenuitem>
- </menuchoice>
-
- . Record is now
- <emphasis>marked</emphasis>
-
- .</para>
- </step>
- </procedure>
-
- <procedure>
- <title>Overlaying the marked record</title>
-
- <step>
- <para>Once the record is marked for overlay, proceed to
-
- <link linkend="z39.50">search for and import the new
- record from a Z39.50 target</link>
-
- .</para>
- </step>
-
- <step>
- <para>Click
- <guibutton>MARC Editor for Overlay</guibutton>
-
- . The TCN of the Evergreen record marked for overlay is
- displayed.</para>
- </step>
-
- <step>
- <para>The record displays in MARC Edit view. Edit the
- record as necessary.</para>
- </step>
-
- <step>
- <para>Click
- <guibutton>Overlay Record</guibutton>
-
- .</para>
- </step>
-
- <step>
- <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.</para>
- </step>
-
- <step>
- <para>Click
- <guibutton>Overlay</guibutton>
-
- .</para>
- </step>
-
- <step>
- <para>Confirm the overlay. The record in Evergreen is
- overlaid with the new MARC record. All pre-existing
- holdings remain intact.</para>
- </step>
- </procedure>
- </simplesect>
-
- <simplesect xml:id="validatingMARCrecords">
- <title>Validating MARC Records</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>validating records</secondary>
- </indexterm>
-
- <para>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.</para>
-
- <procedure>
- <step>Click
- <guibutton>Validate</guibutton>
-
- .</step>
-
- <step>Scroll through the record looking for fields that
- have turned red.</step>
-
- <step>Right-click on a field that is red. The closest
- valid headings will display.</step>
-
- <step>To apply a heading, mouse over it and click
- <guilabel>Apply Selected</guilabel>
-
- .</step>
-
- <step>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.</step>
- </procedure>
- </simplesect>
- </section>
-
- <section xml:id="AuthorityRecords">
- <title>Authority Records</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>authority records</secondary>
- </indexterm>
-
- <para>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
- <link
- xlink:href="http://www.loc.gov/marc/authority/ecadhome.html">
- http://www.loc.gov/marc/authority/ecadhome.html</link>
-
- for more on the standard.</para>
-
-<para>All bibliographic record fields that are controlled by authority records
-will have a ‡0 subfield
- containing the local ID for the controlling authority record.</para>
-
- <para>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.</para>
-
-
-
- <note>There are some limitations to the authorities in the
- current version.</note>
-
- <note>See
- <link
- xlink:href="http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0">
- http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0</link>
-
- for more documentation on authorities in Evergreen
- 2.0.</note>
-
- <simplesect xml:id="viewingsearchingauthorityrecords">
- <title>Viewing/Searching Authority Records</title>
-
- <procedure>
- <step>Select
- <menuchoice>
- <guimenu>Cataloging</guimenu>
-
- <guimenuitem>Manage Authorities</guimenuitem>
- </menuchoice>
-
- .</step>
-
- <step>Enter a search term and choose an authority type
- from the drop-down menu, then click
- <guibutton>Submit</guibutton>
-
- .</step>
-
- <step>A list of records will display.</step>
- </procedure>
- </simplesect>
-
- <simplesect xml:id="editingauthorityrecords">
- <title>Editing Authority Records</title>
- </simplesect>
-
- <simplesect xml:id="addingnewauthorityrecords">
- <title>Adding New Authority Records</title>
- </simplesect>
-
- <simplesect xml:id="mergingordeletingauthorityrecords">
- <title>Merging or Deleting Authority Records</title>
- </simplesect>
- </section>
-
- <section xml:id="z39.50">
- <title>Adding New Records via Built In Z39.50 Client</title>
-
- <indexterm>
- <primary>cataloguing</primary>
-
- <secondary>Z39.50</secondary>
- </indexterm>
-
- <para>The Z39.50 client is used to search bibliographic
- databases and examine or download bibliographic records. Open
- the client with
- <menuchoice>
- <guimenu>Cataloging</guimenu>
-
- <guimenuitem>Import Record from Z39.50</guimenuitem>
- </menuchoice>
- </para>
-
- <simplesect xml:id="z39.50screenfeatures">
- <title>Z39.50 Screen Features</title>
-
- <para>Initially, or when you want to change targets, start
- with the
- <guilabel role="bold">Service and Credentials</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.</para>
-
- <procedure>
- <step>Click all the databases you wish to search
- simultaneously (see the Note about which fields can be
- used).</step>
-
- <step>Fill in user information for any that require
- it.</step>
-
- <step>Click
- <guibutton>Save as Default</guibutton>
-
- to preserve these settings for next time.</step>
- </procedure>
-
- <para>The
- <guilabel role="bold">Query</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.</para>
-
- <note>
- <para>If you are searching multiple databases, you will
- only get results from those that support the fields
- you're searching! For example,
- <guilabel>Keyword</guilabel>
-
- and
- <guilabel>Subject</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.</para>
- </note>
-
- <para>The
- <guilabel>Query</guilabel>
-
- section has three buttons.</para>
-
- <itemizedlist>
- <listitem>
- <guibutton>Search</guibutton>
-
- begins searching on the criteria entered in the search
- fields.</listitem>
-
- <listitem>
- <guibutton>Clear Form</guibutton>
-
- resets all fields to empty.</listitem>
-
- <listitem>
- <guibutton>Raw Search</guibutton>
-
- is an advanced interface for using Prefix Query Format to
- build complex searches. See
- <xref linkend="rawsearches" />
-
- .</listitem>
- </itemizedlist>
-
- <para>The
- <guilabel role="bold">Results</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.</para>
-
- <itemizedlist>
- <listitem>If more than the default number of results is
- available, use
- <guibutton>Fetch More Results</guibutton>
-
- to add the next set to the screen.</listitem>
-
- <listitem>Click
- <guibutton>List Action</guibutton>
-
- to view options for exporting and saving from the list:
- <itemizedlist>
- <listitem>Copy Field from selected row to
- Clipboard</listitem>
-
- <listitem>Print List CSV</listitem>
-
- <listitem>Copy List CSV to Clipboard</listitem>
-
- <listitem>Save List CSV to File</listitem>
-
- <listitem>Save List Configuration</listitem>
- </itemizedlist>
- </listitem>
-
- <listitem>Select an item and click
- <guibutton>MARC View</guibutton>
-
- to toggle viewing the MARC record. When in MARC View, you
- can
- <guibutton>Print Page</guibutton>
-
- . To toggle back, click
- <guibutton>Results View</guibutton>
-
- .</listitem>
-
- <listitem>If you have previously
- <link linkend="overlayingMARCrecords">marked a record for
- overlay</link>
-
- ,
- <guibutton>MARC Editor for Overlay</guibutton>
-
- will be active. Click to view/edit the new bib record to
- be laid over the local one you selected. See
- <xref linkend="overlayingMARCrecords" />
-
- for details.</listitem>
-
- <listitem>
- <guibutton>MARC Editor for Import</guibutton>
-
- is used to view/edit a new record.</listitem>
-
- <listitem>To view long lists of results, click
- <guibutton>Hide Top Pane</guibutton>
-
- to give the results list more screen real
- estate.</listitem>
- </itemizedlist>
- </simplesect>
-
- <simplesect xml:id="importingarecordviaz39.50">
- <title>Importing a record via Z39.50</title>
-
- <para>Find the desired record, click
- <guibutton>MARC Editor for Import</guibutton>
-
- , and make any desired changes. Click
- <guibutton>Import Record</guibutton>
-
- when done. A success (or failure) message will display. If
- you used
- <guilabel>Fast Item Adds</guilabel>
-
- , the
- <guilabel>Copy Editor</guilabel>
-
- will appear.</para>
- </simplesect>
-
- <simplesect xml:id="fastitemadds">
- <title>Fast Item Adds</title>
-
- <para>Clicking the
- <guibutton>Fast Item Add</guibutton>
-
- box will display
- <guilabel>Call Number</guilabel>
-
- and
- <guilabel>Item Barcode</guilabel>
-
- fields. Use these to quickly add items to the record as you
- edit it.</para>
-
- <para>When you've successfully imported the record, the
- copy editor will display. Make necessary adjustments and
- click
- <guibutton>Modify/Create Copies</guibutton>
-
- .</para>
-
- <note>
- <para>As of 2.0.6, the status of items created with Fast
- Item Add will be set to
- <emphasis>In Process</emphasis>
-
- , 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.</para>
- </note>
- </simplesect>
-
- <simplesect xml:id="recordcollisions">
- <title>Record Collisions</title>
-
- <note>As of 2.0.5, if the global flag "Cat: Use internal ID
- for TCN value" has been set by the administrator (under
- <menuchoice>
- <guimenu>Admin
- <guimenuitem>Server Settings</guimenuitem>
-
- <guimenuitem>Global Flags</guimenuitem>
- </guimenu>
- </menuchoice>
-
- ), 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.</note>
-
- </simplesect>
-
- <simplesect xml:id="rawsearches">
- <title>Raw Searches</title>
-
- <para>You can do advanced searching of remote databases in
- Prefix Query Format by clicking
- <guibutton>Raw Search</guibutton>
-
- and entering a search string. Visit
- <link
- xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
- http://www.indexdata.com/yaz/doc/tools.html</link>
-
- for more details on PQF and examples you can copy/paste
- into the search box.</para>
- </simplesect>
- </section>
-</chapter>
-
-
projects / Evergreen-DocBook.git / blobdiff