SirsiDynix Symphony Training Guide - FTP Directory Listing

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You can also set the properties to display field definitions automatically. When modifying information, <strong>SirsiDynix</strong> <strong>Symphony</strong> will accept only valid entry ids (tags), indicators and subfields. If you enter an invalid value, an error message appears preventing you from exiting the field. Entries that your library has defined as mandatory display in the Editor window with **REQUIRED FIELD** in the data field. When entering text into a field, indicate subfields by using the pipe (|) symbol. This is located above the Enter key on your keyboard. You can use standard Windows keyboard shortcuts to cut, copy, and paste fields, indicators, and subfields. To include additional entries, right-click in the field to open the shortcut menu. 20 | 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
Click the arrow before the Tag number to expand the entry so you can view the list of valid options. Double-click the entry to display a list of valid subfields and their values. For more information, refer to the WorkFlows online Help file “About the Record Editor Window” or the “Using the Record Editor” on page 26 of this training guide. C a t a l o g i n g | 21
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 26 and 27: Type of Cataloging There are three
Page 28 and 29: How It Works To see the Record Edit
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
Page 76 and 77: 14. Click Close. Modify Call Number
Page 78 and 79: 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
Page 84 and 85:
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
Page 114 and 115:
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
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
Page 174 and 175:
To print labels for all of the copi
Page 176 and 177:
3. Click the Start Printing at Sele
Page 178 and 179:
5. Click the Item IDs gadget and, i
Page 180 and 181:
13. Click the Label Template tab. 1
Page 182 and 183:
Authority Database Authority Indexe
Page 184 and 185:
Case-Insensitive Checking If the sy
Page 186 and 187:
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
Page 190 and 191:
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 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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