SirsiDynix Symphony Training Guide - FTP Directory Listing

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If you use copy processing with a SirsiDynix holdings statement or are not using a holdings statement at all, these preprocessing methods are not required. In the Holdings entry preprocessing list, click None. Copy processing Copies can be created automatically during the load process using a holding code, a holdings entry statement such as the 949, or they can be created or modified manually after the load. Use the gadget to choose the appropriate option for your library. If opting to create copies using holdings statements, the Entry ID gadget does allow for one or more tags to be selected. You can enter a list of tag numbers, in the desired order of search, from which to extract holdings entry data from the incoming MARC records. Simply place commas in between i.e. 949,999. See Using the 949 Entry for Copy Processing on page 224 for more explanation on using information within the bibliographic record to create holdings information. Call number load rules Similar to when you are importing a record with SmartPort, the rules selected in this field determine how the SirsiDynix Symphony call number is created from the bibliographic record and what classification scheme is used. Use the Call Number Load Rule gadget to select a rule or list of rules. As with SmartPort, you must select (1) an Entry ID, (2) a Class scheme, (3) subfields, and (4) first or last occurrence, and you may have multiple options saved in a hierarchy. Use the gadget to save these fields in the proper syntax. Default holding code All the records loaded by the report use the library and location information defined by the selected holding code. In the Default holding code list, select a holding code. Be aware that only one holding code (and thus copies established for one library) can be selected per bibload, which could require using the cataloging wizards to modify call number information if titles are loaded for multiple libraries. You may want to work with your system administrator to establish more holding codes and load in smaller batches to minimize cleanup. 132 | 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
If your library loads records using holdings statements for copy processing, as explained in Appendix C, the DEFAULT holding code will be used if the subfield h is absent from the holdings statement. If an invalid holding code is found in subfield h, the UNK holding code will be used. Create/update price from holdings statement, 020 subfield c Each item has a Price field at the copy level that can be updated from subfield c of the 020 tag. Clear (disable) this option to retain the price in existing copy records when overlaying. Update AUTO-assigned call numbers Records created ―on the fly‖ often have an auto-generated call number. Select this option to replace any AUTO call numbers in matched records with the incoming call number. Error Records If the Load for review option is selected, records that were selected not to load will be saved to a file on the server, which can be approved later, and then loaded using the Reload Bibliographic Records report. If this option is selected, you must complete the Default review status and Library fields. Default review status – All records loaded for review have a designated review status. In the Default review status list, select a default review status. Library – All titles in the report that are loaded for review are assigned a review status for the specified library. In the Library list, select a library. If the Write to error file option is selected, titles that do not load will print in error in the report log, and the MARC records will be stored in files in the /Unicorn/Marcimport/Biberror directory. If you are using the Load for review option, see p. 134 for additional information. 7. Click the Postload tab. C a t a l o g i n g | 133
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SirsiDynix Symphony Training Guide
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Table of Contents Introduction ....
Page 5 and 6:
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
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Creating an Item List You can searc
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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 138 and 139: Match on Title Control Number and I
Page 140 and 141: Deleted - removes the matching reco
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
Page 188 and 189: 11. When all headings have been val
Page 190 and 191: 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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