SirsiDynix Symphony Training Guide - FTP Directory Listing

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Control Tab Information on the Control tab, which is part of the title-level record, is primarily used ―behind the scenes‖ to administer and maintain the catalog, authority and review data files. Information on the control tab is common to all volumes and items associated with the title. Basic Title Information Title control number. This is the primary SirsiDynix Symphony identification number for a title record. It can also be used as a match point when creating or overlaying bibliographic records. Record format. This is the catalog format, not the physical format of the material being cataloged. The record format determines which fixed fields and catalog entries display on the Bibliographic tab. The MARC format, corresponding with MARC 21 standards for monographic works, is the most commonly used record format. 8 | 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
Number of volumes. The system-supplied value in this field is generated from the number of volumes, or call numbers, associated with the title record. Title Creation Created by. Reflects the User Access policy of the login that created the record. Date cataloged. Used often for batch load matching purposes. A date in this field could be used to determine if the record is eligible to be overlaid, depending on the batch loading selection criteria. This date can be created or changed when a record is loaded, or edited to a specific date manually. Date created. Reflects the date that a title was entered into the catalog. Any titles added to the catalog are immediately searchable in the keyword index. For new SirsiDynix Symphony installations, Date Created reflects the date that the records were loaded into the new database; the Created by field shows “BATCH.” Records loaded in subsequent batch loads reflect the User Access policy that loaded those records. Title Modification Modified By – The user access of the operator who is currently modifying the record. You can enter another login name in this field, or select a valid user from the list. Date Modified – The date the record was last modified. This information is automatically updated by the system. NEVER is the value for records not modified since creation. Previously Modified By – The user access of the operator who most recently modified the catalog or authority record. The MARC Holdings tab is typically used for cataloging serials. For more information, see the section that discusses MARC Holdings records on page 139. C a t a l o g i n g | 9
Page 1 and 2: SirsiDynix Symphony Training Guide
Page 3 and 4: Table of Contents Introduction ....
Page 5 and 6: Loading Records Using Reports .....
Page 7 and 8: Appendix B: Load Bibliographic Reco
Page 9: Exercise 15 - Printing labels in ba
Page 12 and 13: Using This Training Guide Loading
Page 14 and 15: Overview In this section you will l
Page 16 and 17: Bibliographic Tab All catalog recor
Page 20 and 21: Call Number/Item Tab The Call Numbe
Page 22 and 23: Shadow call number - If you click t
Page 24 and 25: Search and Display for Catalogers D
Page 26 and 27: Type of Cataloging There are three
Page 28 and 29: How It Works To see the Record Edit
Page 30 and 31: You can also set the properties to
Page 32 and 33: Alternative Views Descriptive View
Page 34 and 35: In this section you will learn to:
Page 36 and 37: 3. If necessary, change the format.
Page 38 and 39: 11. Click the Call Number/Item tab.
Page 40 and 41: 3. Click the Font Chooser gadget in
Page 42 and 43: 3. In the Select Code Set list, sel
Page 44 and 45: 5. To expand a field, click the arr
Page 46 and 47: 17. To delete a tag, right-click on
Page 48 and 49: 6. Modify the entries as needed. Ri
Page 50 and 51: 3. Make any other necessary changes
Page 52 and 53: Deleting Titles, Call Numbers or It
Page 54 and 55: 5. Select the check box next to the
Page 56 and 57: T o d e l e t e a t i t l e f r o m
Page 58 and 59: When you remove a title from the da
Page 60 and 61: Call Number Maintenance In this sec
Page 62 and 63: 6. Type in your search terms in the
Page 64 and 65: Multi-Volume Items T o a d d a m u
Page 66 and 67: Below is an example of a serial rec
Page 68 and 69:
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
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
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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
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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
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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
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To print labels for all of the copi
Page 176 and 177:
3. Click the Start Printing at Sele
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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
Page 188 and 189:
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
Page 192 and 193:
14. Click in the 1XX field and type
Page 194 and 195:
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
Page 198 and 199:
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
Page 214 and 215:
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
Page 230 and 231:
Add/Remove Destinations Helper The
Page 232 and 233:
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
Page 242 and 243:
How do I add new titles for orderin
Page 244 and 245:
7. Select to update the bibliograph
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Appendix C: Loading Authority Recor
Page 248 and 249:
Running the Load Authority Records
Page 250 and 251:
Cataloging Exercises Appendix D: Pr
Page 252 and 253:
Exercise 9 - Using SmartPort A book
Page 254 and 255:
Exercise 17 - Binding titles You ne
Page 256 and 257:
Exercise 2 - Authorizing bibliograp
Page 258 and 259:
Exercise 4 - Adding call number and
Page 260 and 261:
Exercise 6 - Global item modificati
Page 262 and 263:
Exercise 8 - Deleting a title 1. Wi
Page 264 and 265:
Exercise 10 - Loading bibliographic
Page 266 and 267:
Exercise 12 - Using Item Group Edit
Page 268 and 269:
24. Under Sample to Test, enter a c
Page 270 and 271:
Exercise 15 - Printing labels in ba
Page 272 and 273:
Exercise 17 - Binding titles 1. Wit
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