SirsiDynix Symphony Training Guide - FTP Directory Listing

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Loading Records Using Reports In this section, you will learn to: Import bibliographic data onto the SirsiDynix Symphony server. Run the Load Bibliographic Records report to add titles to the catalog. Records can also be batch loaded into your SirsiDynix Symphony catalog using a two-step process. The first step is to use MARC Import, which copies a file of records to the SirsiDynix Symphony server. The second step is to run the Load Bibliographic Records (Bibload) report, which adds those titles to the catalog. Depending on your selection when scheduling this report, SirsiDynix Symphony can use holdings information in the bibliographic record to create copy-level records, create copies for new titles based on a default Holding Code, or ignore item-level records altogether. The following discussion describes a common scenario. It walks you through copying a file of records from local or network drives to the proper directory on the SirsiDynix Symphony server. The second phase of the example outlines the options for setting up the report to load those bibliographic records. For other alternatives to loading records in batch, see ―Appendix B – Load Bibliographic Records Report.‖ Importing Records with MARC Import Use the MARC Import wizard to import files of bibliographic or authority records from a local or a network drive. Once imported, files can be listed, viewed, or removed. Authority and bibliographic records can be in the same file—the MARC Import wizard separates the bibliographic and authority records into individual files to be processed separately with the appropriate reports. As part of the import process, SirsiDynix Symphony first creates a file for bibliographic records in the /Unicorn/Marcimport directory on the server and writes any bibliographic records to this file. A file is also created in /Unicorn/Marcimport/Authtemp on the server, and any authority records are written to this file. 122 | S i r s i D y n i x S y m p h o n y T r a i n i n g
Some vendors will ftp MARC records for materials you purchase from them directly to this directory (if given server access). T o i m p o r t b i b l i o g r a p h i c d a t a : 1. Navigate to the Utility toolbar and click the MARC Import wizard. 2. Verify that Marc is the selected file type, or click Sirsi flat (flat ASCII), if necessary. 3. Click the Source gadget to navigate to a file of records saved on your hard drive or to a shared file server. 4. In the Destination box, type your new name for the copy of the files on the host machine. Be sure to make a note of the destination file name to load the records into the SirsiDynix Symphony catalog via reports. C a t a l o g i n g | 123
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SirsiDynix Symphony Training Guide
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Table of Contents Introduction ....
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Loading Records Using Reports .....
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Appendix B: Load Bibliographic Reco
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Exercise 15 - Printing labels in ba
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Using This Training Guide Loading
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Overview In this section you will l
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Bibliographic Tab All catalog recor
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Control Tab Information on the Cont
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Call Number/Item Tab The Call Numbe
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Shadow call number - If you click t
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Search and Display for Catalogers D
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Type of Cataloging There are three
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How It Works To see the Record Edit
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You can also set the properties to
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Alternative Views Descriptive View
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In this section you will learn to:
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3. If necessary, change the format.
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11. Click the Call Number/Item tab.
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3. Click the Font Chooser gadget in
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3. In the Select Code Set list, sel
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5. To expand a field, click the arr
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17. To delete a tag, right-click on
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6. Modify the entries as needed. Ri
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3. Make any other necessary changes
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Deleting Titles, Call Numbers or It
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5. Select the check box next to the
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T o d e l e t e a t i t l e f r o m
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When you remove a title from the da
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Call Number Maintenance In this sec
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6. Type in your search terms in the
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Multi-Volume Items T o a d d a m u
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Below is an example of a serial rec
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5. If you receive a hit list, doubl
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5. If there is more than one call n
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5. If there is more than one call n
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5. If you receive a hit list, doubl
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14. Click Close. Modify Call Number
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10. Select the check boxes next to
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Adding Items Add Item Wizard In thi
Page 82 and 83: 3. Using the Index drop down, selec
Page 84 and 85: 7. Click Save. 8. Click Close. Glob
Page 86 and 87: Item Group Editor Wizard Wizard Pro
Page 88 and 89: Creating an Item List You can searc
Page 90 and 91: T o c r e a t e a l i s t u s i n g
Page 92 and 93: Modifying an Item List The Item Gro
Page 94 and 95: T o e d i t i t e m s i n a g r o u
Page 96 and 97: Working with Groups T o m e r g e g
Page 98 and 99: T o p r i n t a l i s t o f i t e m
Page 100 and 101: T o r e s t o r e i t e m s t o t h
Page 102 and 103: In this section you will learn to:
Page 104 and 105: T o c r e a t e b o u n d - w i t h
Page 106 and 107: 8. Click the title in the tree with
Page 108 and 109: 4. Select the title to be transferr
Page 110 and 111: 3. To view the bibliographic inform
Page 112 and 113: T o t r a n s f e r a l l c a l l n
Page 114 and 115: 7. Click Retain for Transfer. 8. Af
Page 116 and 117: About Z39.50 Copy Cataloging Using
Page 118 and 119: Select one of the following options
Page 120 and 121: Call Sources The Call sources field
Page 122 and 123: Strip Junktags Certain entry IDs (t
Page 124 and 125: Capturing and Loading Records Conne
Page 126 and 127: 4. Review the record. Use the scrol
Page 128 and 129: Replacing Records Using SmartPort W
Page 130 and 131: contains no matching title control
Page 134 and 135: You may want to establish a naming
Page 136 and 137: 6. On the Load tab, make the follow
Page 138 and 139: Match on Title Control Number and I
Page 140 and 141: Deleted - removes the matching reco
Page 142 and 143: If you use copy processing with a S
Page 144 and 145: Postload Tab Transit and Holds Proc
Page 146 and 147: Reloading Error Records If Load for
Page 148 and 149: 11. Click Return to Search. 12. Rep
Page 150 and 151: Remove DELETE Records Report The Re
Page 152 and 153: Cataloging Features In addition to
Page 154 and 155: Adding MARC Holdings Records T o a
Page 156 and 157: Modifying MARC Holdings Records T o
Page 158 and 159: Removing MARC Holdings Records T o
Page 160 and 161: Additionally, materials can be shad
Page 162 and 163: To shadow the entire record, use th
Page 164 and 165: Printing Cataloging Labels Overview
Page 166 and 167: 8. Click the Label Set tab and defi
Page 168 and 169: 16. In the Elements box, select the
Page 170 and 171: 6. Under Configure Element, with th
Page 172 and 173: Setting a Default Label Template Yo
Page 174 and 175: To print labels for all of the copi
Page 176 and 177: 3. Click the Start Printing at Sele
Page 178 and 179: 5. Click the Item IDs gadget and, i
Page 180 and 181: 13. Click the Label Template tab. 1
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Authority Database Authority Indexe
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Case-Insensitive Checking If the sy
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T o v a l i d a t e h e a d i n g s
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11. When all headings have been val
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T o c r e a t e a n e w a u t h o r
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14. Click in the 1XX field and type
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T o m o d i f y a n e x i s t i n g
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9. To see the results, click the Re
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Duplicating Authority Records T o d
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Deleting Authority Records T o d e
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You can also use the Specific Date
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T o c h a n g e i n v a l i d h e a
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11. Click the Flip Headings tab. 12
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8. Click the Print Item tab. 9. Mak
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List Authority Records Report The L
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Appendix A: SmartPort The Copy Cata
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Capturing and Loading Authority Rec
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3. Type the search terms in the Sea
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10. The incoming record has not yet
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If Replace current record is select
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5. To view a record, click one of t
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12. Click Replace to replace the ex
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2. Click the Saved Files helper. 3.
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5. To view a record, click one of t
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Add/Remove Destinations Helper The
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Rule 3: Update only if Date Catalog
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Print Options This report is design
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Using the 948 Entry for Date Stampi
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|q In House Charges |q5 |r Circulat
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How do I update existing titles wit
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How do I add new titles for orderin
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7. Select to update the bibliograph
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Appendix C: Loading Authority Recor
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Running the Load Authority Records
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Cataloging Exercises Appendix D: Pr
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Exercise 9 - Using SmartPort A book
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Exercise 17 - Binding titles You ne
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Exercise 2 - Authorizing bibliograp
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Exercise 4 - Adding call number and
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Exercise 6 - Global item modificati
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Exercise 8 - Deleting a title 1. Wi
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Exercise 10 - Loading bibliographic
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Exercise 12 - Using Item Group Edit
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24. Under Sample to Test, enter a c
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Exercise 15 - Printing labels in ba
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Exercise 17 - Binding titles 1. Wit
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