SirsiDynix Symphony Training Guide - FTP Directory Listing

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$Article: Block play, math, and literacy$

Cataloging Exercises Appendix D: Practice Exercise This set of training exercises reinforces the skills you learned as you moved through your SirsiDynix Symphony Cataloging training. If you need help completing any of these tasks, refer to the appropriate section of this guide, where steps to perform the task are given. The following examples have been provided for use in a SirsiDynix Hands-On Lab training class, based on records set up in advance for these exercises. If you are attempting to follow the steps below using records in your own database, you may need to adjust the examples for the data present on your own database. S e v e r a l o f t h e f o l l o w i n g e x e r c i s e s a r e a l s o l o c a t e d i n t h e a g e n d a f o r t h e B a s i c a n d I n t e r m e d i a t e C a t a l o g i n g c l a s s e s , f o r p r a c t i c e i n t h e H a n d s - o n L a b c l a s s e s . Exercise 1 – Adding a title manually Using the Add Title wizard, manually add a catalog record to the system using the following information: Title: Original cataloging Author: Your name Subject: Cataloging in source An appropriate call number Appropriate item information such Home Location, Item Type, Item categories, etc. Item ID - 31000108394433 Exercise 2 – Authorizing bibliographic headings After saving the record in Exercise 1, the author and subject headings are labeled UNAUTHORIZED. Propose a new authority record for the author and find an appropriate existing authority for the subject heading using the Modify Title wizard. 240 | 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
Exercise 3 – Duplicating a title A new edition of the title the library already owns, Public relations in schools, has been published. Duplicate the title, modify some of the bibliographic information, and add one copy to the Moyers library collection with the Duplicate Title wizard. Make necessary changes to the bibliographic information to represent the 5 th edition and the new publication date. Exercise 4 – Adding call number and item records to a new title The Caffey library has also purchased a copy of the 5th edition. Add the additional copy to the catalog with the Call Number and Item Maintenance wizard. Exercise 5 – Adding an item record The Arrowood library has received a donated copy of a title. Add an additional copy to one of the following titles with the Add Item wizard: Burning bright by Tracy Chevalier Nutrition essentials for nursing practice by Susan G. Dudek Exercise 6 – Global item modification A multi-volume encyclopedia needs to be changed from reference materials to regular circulating items with the Global Item Modification wizard. Modify the following Item IDs: 31070000547949 31070000547956 Exercise 7 – Deleting a call number and item Remove the copy of the 5th edition title associated with the Caffey library with the Call Number and Item Maintenance or Delete Title, Call Number, or Items wizard. Exercise 8 – Deleting a title The last copy of the title Creativity in the music classroom is missing and a replacement copy cannot be ordered; therefore, the bibliographic record needs to be removed from the catalog with the Delete Title, Call Number or Items wizard. C a t a l o g i n g | 241
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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
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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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Page 202 and 203: You can also use the Specific Date
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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
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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 242 and 243: How do I add new titles for orderin
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 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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