SirsiDynix Symphony Training Guide - FTP Directory Listing

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Publication Name: Cataloging and Authority Control Version Number: 3.4 Updated: February 2012 © 2012 Sirsi Corporation dba SirsiDynix. All rights reserved. All information contained herein is the proprietary property and trade secrets of SirsiDynix. This manual shall not be reproduced, transmitted, stored in a retrieval system, duplicated, used or disclosed in any form or by any means for any purpose or reason, in whole or in part, without the express written consent of SirsiDynix or as except provided by agreement with SirsiDynix. The information in this document is subject to change without notice and should not be construed as a commitment by SirsiDynix. SirsiDynix grants the right of copying the enclosed material solely for the internal business use of the end user if (1) this document has been legitimately obtained by purchase or by license agreement in conjunction with SirsiDynix products, and (2) this copyright statement is included with each copy. All other copying or distribution is strictly prohibited. Complying with all applicable copyright laws is the responsibility of the user. SirsiDynix trademarks include but are not limited to SirsiDynix®, SirsiDynix Enterprise®, SirsiDynix Symphony®, SirsiDynix Portfolio, Directors Station, Web Reporter, PocketCirc, Librarily, BookMyne, Sirsi®, WorkFlows®, Unicorn®, Dynix®, and Horizon. Unauthorized use of any SirsiDynix trademark is prohibited. Other product and company names herein may be the trademarks of their respective owners and SirsiDynix claims no ownership therein. All titles, versions, trademarks, claims of compatibility, etc., of hardware and software products mentioned herein are the sole property and responsibility of the respective vendors. SirsiDynix makes no endorsement of any particular product for any purpose, nor claims responsibility for its operation and accuracy. SirsiDynix products are developed exclusively at private expense. Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in DFARS 252.227-7013(b)(3) and in FAR 52.227-19(b)(1,2).
Table of Contents Introduction ............................................................................................... 1 Using This Training Guide ............................................................................................................................. 2 Help Files ...................................................................................................................................................... 3 Overview .................................................................................................... 4 Catalog Record Structure ......................................................................................................... 4 Bibliographic Tab .......................................................................................................................................... 6 Control Tab.................................................................................................................................................... 8 Call Number/Item Tab ................................................................................................................................. 10 Search and Display for Catalogers ............................................................................................................. 14 Type of Cataloging .................................................................................................................. 16 Record Editor .......................................................................................... 17 Overview .................................................................................................................................. 17 How It Works ........................................................................................................................... 18 Alternative Views .................................................................................................................... 22 Title Maintenance .................................................................................... 24 Adding Titles ........................................................................................................................... 25 Entering Special Characters and Diacritics ................................................................................................. 29 Using the Record Editor .............................................................................................................................. 33 Modifying Titles ....................................................................................................................... 37 Duplicating Titles .................................................................................................................... 39 Deleting Titles, Call Numbers or Items .................................................................................. 42 Call Number Maintenance ...................................................................... 50 Adding Call Numbers/Items ................................................................................................... 50 New Call Number and Item ......................................................................................................................... 50 Multi-Volume Items ..................................................................................................................................... 54 Adding Analytics (Subfield z) to Call Numbers ........................................................................................... 55 Adding Additional Items to Existing Call Number........................................................................................ 57 C a t a l o g i n g | i i i
Page 1: SirsiDynix Symphony Training Guide
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 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
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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
Page 72 and 73:
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
Page 80 and 81:
Adding Items Add Item Wizard In thi
Page 82 and 83:
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
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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
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About Z39.50 Copy Cataloging Using
Page 118 and 119:
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
Page 124 and 125:
Capturing and Loading Records Conne
Page 126 and 127:
4. Review the record. Use the scrol
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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 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
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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
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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
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
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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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
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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
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 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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