SirsiDynix Symphony Training Guide - FTP Directory Listing

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Multi-Volume Items T o a d d a m u l t i - v o l u m e i t e m : 1. Make any changes to the Call Number and Item Maintenance wizard properties as discussed in the steps above. 2. Click the Call Number and Item Maintenance wizard. 3. Using the Index drop down, select the index you want to use for searching catalog information. 4. If you receive a hit list, double-click the title you want to modify or highlight it and click Modify. 5. Click Add Call Number. 6. Using the drop down, select the appropriate library from the list and click OK. 54 | 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
7. Make the necessary changes to the call number. If the wizard behavior is not set to create an auto-generated temporary XX call number, the system will copy the call number of the item or call number you have highlighted in the tree. The structure of a multi-volume work is represented by adding an individual volume number to the end of the call number with a subfield |Z. For example, REF BL31 .E46 2011|ZV. 2. For more information about adding analytics to call numbers, refer to the WorkFlows online Help file “Adding Analytics (subfield z) to Call Numbers.” 8. Make the necessary modifications to item information. 9. Scan an item barcode or type in an Item ID and click Save. You may also press the Enter key to save your changes. If you scanned in the barcode with a scanner, the hard-carriage return should automatically save the information. 10. Repeat steps 5-9 to add additional volumes and their associated item records. 11. Click Close. Adding Analytics (Subfield z) to Call Numbers When a new item is created in SirsiDynix Symphony, by using either the batch load process, or Add Ordered Items to Catalog wizards, or the serial‘s Checkin wizard, SirsiDynix Symphony examines the call number in the bibliographic record and the selected class scheme, such as LC, LCPER, DEWEY, and others. Based on Classification policy attribute definitions, SirsiDynix Symphony determines whether or not a |z is appended to the call number, and what the structure of the |z will be. Staff will want to add sufficient information in the subfield z to identify the specific issue or volume. This will facilitate volume specific holds placed by users in the OPAC. C a t a l o g i n g | 55
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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
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Exercise 15 - Printing labels in ba
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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 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
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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
Page 124 and 125:
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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