SirsiDynix Symphony Training Guide - FTP Directory Listing

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How do I add new titles for ordering without updating any existing records 1. Use the Create Only option for the Title Control Number Matching Rule. 2. Use the Title Control Number and/or the Indexed Marc Tag settings to select the tags that the incoming records will be matched on against existing records. 3. Use the Create NO Copies option for the Copy processing. 4. Specify one or more Call Number Load Rules, such as LC,050,,N. 232 | 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
How do I update existing titles using the 049 field in the incoming records for copy processing and load new records using a <strong>SirsiDynix</strong> holdings statement 1. Use the Always Update Only option for the Title Control Number Matching Rule. 2. Select the Convert OCLC 049 to 999 option from the verify list for the Holdings Entry Preprocessing. 3. Use the Title Control Number and/or the Indexed Marc Tag settings to select the tags that the incoming records will be matched on against existing records for overlaying. 4. Use the Create Copies Using Holdings Statement Only when Creating a Title option for the Copy processing. 5. Include the Entry ID(s), such as 949 and/or 999, that defines the copy processing in the new catalog records being loaded. 6. Specify one or more Call Number Load Rules, beginning with a call number load rule for the holdings statement, such as LC,949,a,N/LC,050,,N. C a t a l o g i n g | 233
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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
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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
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T o e d i t i t e m s i n a g r o u
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Working with Groups T o m e r g e g
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T o p r i n t a l i s t o f i t e m
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T o r e s t o r e i t e m s t o t h
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In this section you will learn to:
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T o c r e a t e b o u n d - w i t h
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8. Click the title in the tree with
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4. Select the title to be transferr
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3. To view the bibliographic inform
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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
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About Z39.50 Copy Cataloging Using
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Select one of the following options
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Call Sources The Call sources field
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Strip Junktags Certain entry IDs (t
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Capturing and Loading Records Conne
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4. Review the record. Use the scrol
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Replacing Records Using SmartPort W
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contains no matching title control
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Loading Records Using Reports In th
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You may want to establish a naming
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6. On the Load tab, make the follow
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Match on Title Control Number and I
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Deleted - removes the matching reco
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If you use copy processing with a S
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Postload Tab Transit and Holds Proc
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Reloading Error Records If Load for
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11. Click Return to Search. 12. Rep
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Remove DELETE Records Report The Re
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Cataloging Features In addition to
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Adding MARC Holdings Records T o a
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Modifying MARC Holdings Records T o
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Removing MARC Holdings Records T o
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Additionally, materials can be shad
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To shadow the entire record, use th
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Printing Cataloging Labels Overview
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8. Click the Label Set tab and defi
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16. In the Elements box, select the
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6. Under Configure Element, with th
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Setting a Default Label Template Yo
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To print labels for all of the copi
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3. Click the Start Printing at Sele
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5. Click the Item IDs gadget and, i
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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
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
Page 196 and 197: 9. To see the results, click the Re
Page 198 and 199: Duplicating Authority Records T o d
Page 200 and 201: Deleting Authority Records T o d e
Page 202 and 203: You can also use the Specific Date
Page 204 and 205: T o c h a n g e i n v a l i d h e a
Page 206 and 207: 11. Click the Flip Headings tab. 12
Page 208 and 209: 8. Click the Print Item tab. 9. Mak
Page 210 and 211: List Authority Records Report The L
Page 212 and 213: Appendix A: SmartPort The Copy Cata
Page 214 and 215: Capturing and Loading Authority Rec
Page 216 and 217: 3. Type the search terms in the Sea
Page 218 and 219: 10. The incoming record has not yet
Page 220 and 221: If Replace current record is select
Page 222 and 223: 5. To view a record, click one of t
Page 224 and 225: 12. Click Replace to replace the ex
Page 226 and 227: 2. Click the Saved Files helper. 3.
Page 228 and 229: 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
Page 234 and 235: Print Options This report is design
Page 236 and 237: Using the 948 Entry for Date Stampi
Page 238 and 239: |q In House Charges |q5 |r Circulat
Page 240 and 241: How do I update existing titles wit
Page 244 and 245: 7. Select to update the bibliograph
Page 246 and 247: 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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