SirsiDynix Symphony Training Guide - FTP Directory Listing

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Authority Thesauri ..................................................................................................................................... 173 Levels of Authority Control .................................................................................................. 173 Cross-References Only ............................................................................................................................. 173 Case-Insensitive Checking........................................................................................................................ 174 Case-Sensitive Checking .......................................................................................................................... 174 Heading Validation ................................................................................................................ 175 Adding Authority Records .................................................................................................... 178 Modifying Authority Records ............................................................................................... 183 Additional Authority Wizards ............................................................................................... 187 Displaying Authority Records .................................................................................................................... 187 Duplicating Authority Records ................................................................................................................... 188 Deleting Authority Records ....................................................................................................................... 190 Authority Headings without Bibs Report ................................................................................................... 191 Change Invalid Hdgs by Authority Report ................................................................................................. 193 List Unauthorized Bib Records Report ...................................................................................................... 196 List Unauthorized Tags Report ................................................................................................................. 198 List Authority Records Report ................................................................................................................... 200 Appendix A: SmartPort ........................................................................ 202 Capturing and Loading Authority Records ......................................................................... 202 SmartPort Authority Configuration ............................................................................................................ 202 Capturing and Loading Authority Records ................................................................................................ 204 Replacing Authority Records Using SmartPort ......................................................................................... 209 Saving Records ..................................................................................................................... 211 Saving Records Using SmartPort ............................................................................................................. 211 Saved Files Helper .................................................................................................................................... 214 Emailing Records .................................................................................................................. 217 Additional SmartPort Helpers .............................................................................................. 219 Change Search Pane View Helper ........................................................................................................... 219 Add/Remove Destinations Helper ............................................................................................................. 220
Appendix B: Load Bibliographic Records .......................................... 221 Load Options ......................................................................................................................... 221 Title Control Number Matching Rule ......................................................................................................... 221 Copy Processing ....................................................................................................................................... 222 Print Options ......................................................................................................................... 224 Using the 948 Entry for Date Stamping ............................................................................... 226 Using the 949 Entry for Copy Processing ........................................................................... 227 Frequently Asked Questions about Loading Variations .................................................... 229 How do I schedule the Load Bibliographic Records report to load cataloged records regularly without having to modify the report...................................................................................................................... 229 How do I update existing titles without changing the copies while also creating new titles with copies in the same file ............................................................................................................................................ 230 How do I update existing title records without changing any existing copies while creating new titles without creating any copies in the same file ........................................................................................... 231 How do I add new titles for ordering without updating any existing records ........................................... 232 How do I update existing titles using the 049 field in the incoming records for copy processing and load new records using a <strong>SirsiDynix</strong> holdings statement ............................................................................... 233 How do I add new titles with one default call number and copy attached .............................................. 234 Load Bibliographic Records System Messages ................................................................. 235 Holding does not have corresponding call number ................................................................................... 235 There is no imported to data to load ......................................................................................................... 235 No holding tags found ............................................................................................................................... 235 Flex already exists .................................................................................................................................... 235 Appendix C: Loading Authority Records Using Reports ................... 236 Overview ................................................................................................................................ 236 Importing Records with MARC Import ................................................................................. 236 Running the Load Authority Records Report ..................................................................... 238 Appendix D: Practice Exercise ............................................................ 240 Cataloging Exercises ............................................................................................................ 240 Exercise 1 – Adding a title manually ......................................................................................................... 240 Exercise 2 – Authorizing bibliographic headings ...................................................................................... 240 C a t a l o g i n g | v i i
Page 1 and 2: SirsiDynix Symphony Training Guide
Page 3 and 4: Table of Contents Introduction ....
Page 5: Loading Records Using Reports .....
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
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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
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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
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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
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
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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
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
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16. In the Elements box, select the
Page 170 and 171:
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
Page 220 and 221:
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
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
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Using the 948 Entry for Date Stampi
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|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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