SirsiDynix Symphony Training Guide - FTP Directory Listing

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Match on Title Control Number and Indexed MARC Tag considers the incoming record a match if the title control number of a library catalog record matches one of the specified Title Control Number Source fields in the imported record, and if at least one of the standard matching numbers from the incoming record as listed in the Indexed MARC Tag Number field finds a match in an existing SirsiDynix Symphony database index. Title control number source for incoming items This field is similar to the Title Control values discuss above under SmartPort. The title control number source rule prescribes the number used as the title control number in SirsiDynix Symphony. In determining whether an incoming record matches a record already in the SirsiDynix Symphony database, the title control numbers of existing records are matched against the corresponding entries of the incoming record. SirsiDynix Symphony checks the catalog for a match on the first match point value. If no match is found, the second match point will be checked, and this pattern will continue until all match points have been checked. If the match points specified are exhausted, the incoming record will be considered a new record. Use the Title Control Key Rules gadget to select control number rules. For example, the sequence represented by ―ils‖ looks for an ISBN in the 020 field of the record, then an LCCN in the 010, then an ISSN value in the 022. Index Marc tag number This field is available only when the Match on Title Control Number and Indexed MARC Tag option or the Match on Title Control Number or Indexed MARC Tag option is selected. Indexed MARC Tag Number specifies the MARC tag values to check for a match in addition to the title control number, if desired. If this field is used, SirsiDynix Symphony checks the catalog for a MARC tag match on the first Indexed MARC Tag Number value. If no match is found, the second Indexed MARC Tag Number is checked, and this pattern continues until either a match is found, or all Indexed MARC Tag Numbers have been checked. A Match MARC Tag Hierarchy gadget is provided to select Indexed MARC Tag Number values. Specify the indexed Marc tag you wish to match on by using the gadget. 128 | 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
The indexed fields/subfields that may be used include the following: 001 Control Number 010|aLCCN 020|aISBN 022|aISSN 024|aOther standard identifier 027|aStandard technical report number 028|aPublisher number 035|aSystem control number Compare multiple occurrences of title control number field (not recommended) If this option is selected, all recurring fields in the record such as ISBN 020 will be compared against the existing title control key. All of the fields with the designated prefix in the incoming record are matched against the existing title control key. If this option is not selected (disabled), only the first field selected in your match list and encountered in the incoming record will be matched against the existing title control key. The first key encountered is always used for new records. Process bibliographic delete status With this option you can specify how incoming record that contains a ―d‖ in the Leader/05 position should be treated. If no matching record exists for an incoming record with a status of "d" (Leader/05), the report loads the incoming record as a new record. If a matching record exists in the database for an incoming record, and the status of the record to be loaded is "d," one of the following processing options can be selected: C a t a l o g i n g | 129
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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
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3. Using the Index drop down, selec
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7. Click Save. 8. Click Close. Glob
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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 132 and 133: Loading Records Using Reports In th
Page 134 and 135: You may want to establish a naming
Page 136 and 137: 6. On the Load tab, make the follow
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
Page 182 and 183: Authority Database Authority Indexe
Page 184 and 185: Case-Insensitive Checking If the sy
Page 186 and 187: 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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