SirsiDynix Symphony Training Guide - FTP Directory Listing

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Type of Cataloging There are three ways to create catalog records in SirsiDynix Symphony. Original cataloging (“at the keyboard”) using Cataloging wizards Understanding the three-part hierarchical structure of the catalog record and corresponding wizards is important. Even if you typically obtain MARC records from vendors, you may need to create records for local publications for which no other MARC records exist using the Add Title wizard. A discussion of this procedure begins on page 24. You will also need to use the Call Number and Item Maintenance wizard or the Add Item wizard to maintain item level information and add additional copies of materials to the collection. Via SmartPort SmartPort uses the Z39.50 protocol to search remote catalogs and import bibliographic information to your server a single record at a time. SmartPort creates only title and call number level records. You must add items manually using the Add Item wizard. We will discuss this procedure in detail in Copy Cataloging Using SmartPort on page 103. With the two-part Marc Import and Bibload report batch-load process The first part of the process involves importing a file of bibliographic records to your server; the second part of the process uses a report to load those records into the library catalog according to your specifications. Your choices in running the report determine if SirsiDynix Symphony uses holdings information from the title records to create items. We will discuss this procedure in detail in ―Loading Records Using Reports‖ on page 119. This guide explains all three methods, but your local cataloging needs and practices determine which methods you will use most often. 16 | 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
Record Editor In this section, you will learn to: Understand how the Record Editor works. Change bibliographic record display options. Overview The Record Editor simplifies the input of bibliographic data by providing lists of appropriate codes for fixed fields, indicators, and subfields. It also displays an alternate, expanded view of indicator and subfield data. The Record Editor presents MARC 21 definitions for most MARC elements. The following wizards use the Record Editor: Add Title Modify Title Duplicate Title The Record Editor may also be referred to as the “MARC Editor.” C a t a l o g i n g | 17
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 18 and 19: Control Tab Information on the Cont
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 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
Page 70 and 71: 5. If there is more than one call n
Page 72 and 73: 5. If there is more than one call n
Page 74 and 75: 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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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
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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