SirsiDynix Symphony Training Guide - FTP Directory Listing

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Editing Call Numbers/Items .................................................................................................... 59 Deleting Call Numbers/Items .................................................................................................. 61 Global Call Number Modification ........................................................................................... 63 Modify Call Number ..................................................................................................................................... 63 Modify Call Number Prefix .......................................................................................................................... 66 Item Maintenance .................................................................................... 70 Adding Items ........................................................................................................................... 70 Add Item Wizard .......................................................................................................................................... 70 Editing Items ........................................................................................................................... 73 Edit Item Wizard .......................................................................................................................................... 73 Global Item Modification Wizard ................................................................................................................. 74 Item Group Editor Wizard ....................................................................................................... 76 Wizard Properties ........................................................................................................................................ 76 Creating an Item List ................................................................................................................................... 78 Creating a Group ......................................................................................................................................... 81 Modifying an Item List ................................................................................................................................. 82 Working with Groups ................................................................................................................................... 86 Special Cataloging Functions ................................................................ 92 Bound-withs Wizard ................................................................................................................ 92 Transfers Wizard ..................................................................................................................... 97 Copy Cataloging Using SmartPort ...................................................... 106 About Z39.50 ............................................................................................................................................. 106 Using SmartPort .................................................................................................................... 107 SmartPort Configuration ............................................................................................................................ 107 Capturing and Loading Records .......................................................................................... 114 Connecting to a Z39.50 Server ................................................................................................................. 114 Searching with SmartPort ......................................................................................................................... 115 Capturing Z39.50 Records Using SmartPort ............................................................................................ 116 Replacing Records Using SmartPort ........................................................................................................ 118
Loading Records Using Reports ......................................................... 122 Importing Records with MARC Import ................................................................................. 122 Running the Load Bibliographic Records Report ............................................................... 125 Load Tab ................................................................................................................................................... 127 Postload Tab ............................................................................................................................................. 134 Reloading Error Records ...................................................................................................... 136 Review Titles Wizard ................................................................................................................................. 136 Reload Bibliographic Records Report ....................................................................................................... 138 Remove DELETE Records Report ........................................................................................................... 140 Cataloging Features ............................................................................. 142 MARC Holdings Records ...................................................................................................... 142 About MARC Holdings Records ................................................................................................................ 143 Adding MARC Holdings Records .............................................................................................................. 144 Modifying MARC Holdings Records .......................................................................................................... 146 Removing MARC Holdings Records ......................................................................................................... 148 Shadowing Records from Public Display ............................................................................ 149 Putting Items in the Shadow Catalog ........................................................................................................ 151 Removing Items from the Shadow Catalog .............................................................................................. 153 Printing Cataloging Labels ................................................................... 154 Overview ................................................................................................................................ 154 Creating Label Templates..................................................................................................... 154 Splitting Call Numbers ............................................................................................................................... 159 Setting a Default Label Template .............................................................................................................. 162 Printing Labels ...................................................................................................................... 163 Printing Labels on Demand ....................................................................................................................... 163 Printing Labels Using Reports .................................................................................................................. 167 Authority Control .................................................................................. 172 Authority Database ............................................................................................................... 172 Authority Indexes ...................................................................................................................................... 172 C a t a l o g i n g | v
Page 1 and 2: SirsiDynix Symphony Training Guide
Page 3: Table of Contents Introduction ....
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
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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