SirsiDynix Symphony Training Guide - FTP Directory Listing

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Postload Tab Transit and Holds Processing Identify items with holds If selected, the report will create a list of any new items created by the report that can be used to fill existing holds. If this option is selected, you must complete the Holdable locations field. Holdable locations – Use the gadget to select locations to include or exclude from consideration when new items added by the report are checked to see if they can fill an existing hold. Sorted by If you selected Identify items with holds, the Sorted by option becomes available. Select a sorting option for the list of items with holds. Items Availability The Item Availability options can help make it clear that newly created items are not available at their home locations. Click one of the following Item Availability options. Make New Items Available at Their Home Libraries and Locations makes the new items created by the report available at their owning libraries and locations; this option does not put items in transit. This option is selected by default. 134 | 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
Make New Items in Transit From puts new items created by the report in transit to their owning libraries. When you select this option, you must select the name of the originating or "transfer from" library from the list. Items owned by the "transfer from" library will not go in transit. Make New Items Available Soon assigns a special "available soon" location to all new items created by the report. The first Location policy with the AVAIL_SOON location type that the report finds is used as the location for the new items. The AVAIL_SOON policy is delivered and can be used as the special "available soon" location. 8. After making your selections, click Run Now to run the report now; or, click Schedule to schedule the report to run at a later time. You may want to click Save As Template to save your Bibload selections as a template before scheduling it to run. If you save a report as a template, the next time you run that report, you will only have to change a limited number of values in the report rather than recreating it. With Bibload, you may have to change the File to Load file name each time you run the report, depending on your file name conventions. C a t a l o g i n g | 135
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SirsiDynix Symphony Training Guide
Page 3 and 4:
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
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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 142 and 143: If you use copy processing with a S
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
Page 192 and 193: 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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