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-image::media/Call_Number_Prefixes_and_Suffixes_2_22.jpg[Call_Number_Prefixes_and_Suffixes_2_21]\r
+image::media/Call_Number_Prefixes_and_Suffixes_2_21.jpg[Call_Number_Prefixes_and_Suffixes_2_21]\r
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5. Click *Save*.\r
\r
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-image::media/Call_Number_Prefixes_and_Suffixes_2_21.jpg[Call_Number_Prefixes_and_Suffixes_2_22]\r
+image::media/Call_Number_Prefixes_and_Suffixes_2_22.jpg[Call_Number_Prefixes_and_Suffixes_2_22]\r
\r
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Apply Call Number Prefixes and Suffixes\r
-Batch Importing MARC Records 2.2\r
---------------------------------\r
-\r
-This feature will be available in Evergreen version 2.2.\r
-\r
-*Abstract*\r
-~~~~~~~~~~\r
+Batch Importing MARC Records\r
+----------------------------\r
\r
The cataloging module in version 2.2 includes an enhanced MARC Batch Import interface. This interface features improved matching of records and managing of your import queue. In 2.2, you will be able to specify match points between incoming and existing records. You will also be able to apply filters to your queue that enable you to generate any errors that may have occurred during import. You will also be able to print your queue, email your queue, or export your queue as a CSV file. \r
\r
-*Permissions*\r
-~~~~~~~~~~~~~\r
+Permissions\r
+~~~~~~~~~~~\r
\r
To use match sets to import records, you will need the following permission:\r
\r
ADMIN_IMPORT_MATCH_SET\r
\r
\r
-*Record Display Attributes*\r
-~~~~~~~~~~~~~~~~~~~~~~~~~~~\r
+Record Display Attributes\r
+~~~~~~~~~~~~~~~~~~~~~~~~~\r
\r
This feature enables you to specify the tags and subfields that will display in records that appear in the import queue. \r
\r
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*Record Match Sets*\r
-^^^^^^^^^^^^^^^^^^^\r
\r
This feature enables you to create custom match points that you can use to accurately match incoming records with existing catalog records. \r
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6) Click *Save*.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records1.jpg[Batch_Importing_MARC_Records1]\r
+image::media/Batch_Importing_MARC_Records1.jpg[Batch_Importing_MARC_Records1]\r
\r
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7) The screen will refresh to list the record match set that you created. Click the link to the record match set.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records2.jpg[Batch_Importing_MARC_Records2]\r
+image::media/Batch_Importing_MARC_Records2.jpg[Batch_Importing_MARC_Records2]\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records3.jpg[Batch_Importing_MARC_Records3]\r
+image::media/Batch_Importing_MARC_Records3.jpg[Batch_Importing_MARC_Records3]\r
\r
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The match point will nest underneath the folder in the Expression tree.\r
\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4]\r
+image::media/Batch_Importing_MARC_Records4.jpg[Batch_Importing_MARC_Records4]\r
\r
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14) Enter another *Boolean Operator* to further refine your match set.\r
18) Drag the operator to the expression tree.\r
\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records5.jpg[Batch_Importing_MARC_Records5]\r
+image::media/Batch_Importing_MARC_Records5.jpg[Batch_Importing_MARC_Records5]\r
\r
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19) Click *MARC Tag and Subfield*.\r
24) Click *Ok.*\r
\r
\r
-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records6.jpg[Batch_Importing_MARC_Records6]\r
+image::media/Batch_Importing_MARC_Records6.jpg[Batch_Importing_MARC_Records6]\r
\r
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25) Drag the completed match point under the folder with the appropriately-named Boolean folder under the Expression tree. The Expression will build across the top of the screen.\r
27) Click *Save Changes to Expression*.\r
\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records7.jpg[Batch_Importing_MARC_Records7]\r
+image::media/Batch_Importing_MARC_Records7.jpg[Batch_Importing_MARC_Records7]\r
\r
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*Replace Mode*\r
7) Click *Ok*. \r
\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]\r
+image::media/Batch_Importing_MARC_Records8.jpg[Batch_Importing_MARC_Records8]\r
\r
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10) *Browse* to find the appropriate file, and click *Upload*. The files will be uploaded to a queue.\r
\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records9.jpg[Batch_Importing_MARC_Records9]\r
+image::media/Batch_Importing_MARC_Records9.jpg[Batch_Importing_MARC_Records9]\r
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11) The screen will display records that have been uploaded to your queue.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records15.jpg[Batch_Importing_MARC_Records15]\r
+image::media/Batch_Importing_MARC_Records15.jpg[Batch_Importing_MARC_Records15]\r
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12) If Evergreen indicates that matching records exist, then click the *Matches* link to view the matching records. Check the box adjacent to the existing record that you want to merge with the incoming record. \r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records10.jpg[Batch_Importing_MARC_Records10]\r
+image::media/Batch_Importing_MARC_Records10.jpg[Batch_Importing_MARC_Records10]\r
\r
13) Click *Back to Import Queue*.\r
\r
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15) A pop up window will offer you the same import choices that were present on the *Import Records* screen. You can choose one of the import options, or click *Import*.\r
\r
-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records9a.jpg[Batch_Importing_MARC_Records9a]\r
+image::media/Batch_Importing_MARC_Records9a.jpg[Batch_Importing_MARC_Records9a]\r
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16) The screen will refresh. The *Queue Summary* indicates that the record was imported. The *Import Time* column records the date that the record was imported.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records12.jpg[Batch_Importing_MARC_Records12] \r
+image::media/Batch_Importing_MARC_Records12.jpg[Batch_Importing_MARC_Records12] \r
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17) Search the catalog to confirm that the record was imported.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Batch_Importing_MARC_Records14.jpg[Batch_Importing_MARC_Records14] \r
+image::media/Batch_Importing_MARC_Records14.jpg[Batch_Importing_MARC_Records14] \r
\r
Conjoined Items
---------------
-
-Abstract
-~~~~~~~~
-
Prior to Evergreen version 2.1, items could be attached to only one bibliographic record. The Conjoined Items feature in Evergreen 2.1 enables catalogers to link items to multiple bibliographic records. This feature will enable more precise cataloging. For example, catalogers will be able to indicate items that are printed back to back, are bilingual, are part of a bound volume, are part of a set, or are available as an e-reader pre-load. This feature will also help the user retrieve more relevant search results. For example, a librarian catalogs a multi-volume festschrift. She can create a bibliographic record for the festschrift and a record for each volume. She can link the items on each volume to the festschrift record so that a patron could search for a volume or the festschrift and retrieve information about both works.
In the example below, a librarian has created a bibliographic record for two bestselling items. These books are available as physical copies in the library, and they are available as e-reader downloads. The librarian will link the copy of the Kindle to the bibliographic records that are available on the e-reader.
Using the Conjoined Items Feature
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
The Conjoined Items feature was designed so that you can link items between bibliographic records when you have the item in hand, or when the item is not physically present. Both processes are described here. The steps are fewer if you have the item in hand, but both processes accomplish the same task. This documentalso demonstrates the process to edit or delete links between items and bibliographic records. Finally, the permission a cataloger needs to use this feature is listed.
2) Click *Actions for this Record -> Mark as Target for Conjoined Items.*
-image::/esi/docs/wp-content/uploads/2011/10/conj1.jpg[conj1]
+image::media/conj1.jpg[conj1]
3) A confirmation message will appear. Click *OK.*
5) Click *Actions for this Record -> Holdings Maintenance.*
6) Select the copy that you want to link to the other bibliographic record. Right-click, or click *Actions for Selected Rows -> Link as Conjoined Items to Previously Marked Bib Record.*
-
-
-
-image::/esi/docs/wp-content/uploads/2011/10/conj2.jpg[conj2]
+image::media/conj2.jpg[conj2]
7) The *Manage Conjoined Items* interface opens in a new tab. This interface enables you to confirm the success of the link, and to change the peer type if desired. The *Result* column indicates that you created a successful link between the item and the bib record.
-
-image::/esi/docs/wp-content/uploads/2011/10/conj3.jpg[conj3]
-
+image::media/conj3.jpg[conj3]
The default peer type, *Back-to-back*, was set as the peer type for our item. To change a peer type after the link has been created, right-click or click *Actions for Selected Items -> Change Peer Type*. A drop down menu will appear. Select the desired peer type, and click *OK.*
-image::/esi/docs/wp-content/uploads/2011/10/conj4.jpg[conj4]
+image::media/conj4.jpg[conj4]
8) The *Result* column will indicate that the *Peer Type* [has been] *Updated.*
-image::/esi/docs/wp-content/uploads/2011/10/conj5.jpg[conj5]
+image::media/conj5.jpg[conj5]
9) To confirm the link between the item and the desired bib record, reload the tab containing the bib record to which you linked the item. Click the link for *Linked Titles.*
-image::/esi/docs/wp-content/uploads/2011/10/conj6.jpg[conj6]
+image::media/conj6.jpg[conj6]
10) To view the copy details, including the peer type, click *Copy Details.*
-image::/esi/docs/wp-content/uploads/2011/10/conj7.jpg[conj7]
+image::media/conj7.jpg[conj7]
Items can be linked to multiple bibliographic records simultaneously. If you click the linked titles button in the copy details, then you will retrieve a list of bibliographic records to which this item is linked.
-image::/esi/docs/wp-content/uploads/2011/10/conj8.jpg[conj8]
+image::media/conj8.jpg[conj8]
.Scenario 2: I want to link an item to another bibliographic record, and I do have the item in hand
2) Click *Actions for this Record -> Manage Conjoined Items.*
-image::/esi/docs/wp-content/uploads/2011/10/conj9.jpg[conj9]
+image::media/conj9.jpg[conj9]
3) A note in the bottom left corner of the screen will confirm that the record was targeted for linkage with conjoined items, and the *Manage Conjoined Items* screen will appear.
5) Click *Link to Bib (Submit).*
-image::/esi/docs/wp-content/uploads/2011/10/conj10.jpg[conj10]
+image::media/conj10.jpg[conj10]
6) The linked item will appear in the screen. The *Result* column indicates Success.
-*Monograph Parts*\r
------------------\r
-\r
-This feature will be available in Evergreen version 2.1.\r
-\r
-*Abstract*\r
-----------\r
+Monograph Parts\r
+---------------\r
\r
*Monograph Parts* enables you to differentiate between parts of monographs or other multi-part items. This feature enables catalogers to describe items more precisely by labeling the parts of an item. For example, catalogers might identify the parts of a monograph or the discs of a DVD set. This feature also allows patrons more flexibility when placing holds on multi-part items. A patron could place a hold on a specific disc of a DVD set if they want to access a specific season or episode rather than an entire series.\r
\r
2) Click *Actions for this Record -> Manage Parts*\r
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-image::/esi/docs/wp-content/uploads/2011/11/monograph_parts1.jpg[monograph_parts1]\r
+image::media/monograph_parts1.jpg[monograph_parts1]\r
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3) Click *New Monograph Part*\r
4) Enter the *label* that you want to appear to the user in the catalog, and click *Save*. This will create a list of monograph parts from which you can choose when you create a volume and copy. \r
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-image::/esi/docs/wp-content/uploads/2011/11/monograph_parts2.jpg[monograph_parts2]\r
+image::media/monograph_parts2.jpg[monograph_parts2]\r
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5) Add a volume and copy. To add a volume and copy to your workstation library, click the *Add Volumes* link in the *Record Summary* at the top of the bibliographic record, or click *Actions for this Record -> Add Volumes*. \r
To add a volume and copy to your workstation library or other libraries, click *Actions for this Record -> Holdings Maintenance -> Add Volumes*. \r
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-image::/esi/docs/wp-content/uploads/2011/11/monograph_parts3.jpg[monograph_parts3]\r
+image::media/monograph_parts3.jpg[monograph_parts3]\r
\r
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6) The *Unified Volume/Copy Creator* opens. Enter the number of volumes that you want to add to the catalog and the volume description. \r
9) Apply a template to the copies, or edit fields in the *Copy Editor*.\r
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-image::/esi/docs/wp-content/uploads/2011/11/monograph_parts4.jpg[monograph_parts4]\r
+image::media/monograph_parts4.jpg[monograph_parts4]\r
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10) Click *Create Volumes/Items*.\r
11) The *Holdings Maintenance* screen will refresh to demonstrate the addition of the volume, copy, and part. These fields also appear in the OPAC View.\r
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-image::/esi/docs/wp-content/uploads/2011/11/monograph_parts5.jpg[monograph_parts5]\r
+image::media/monograph_parts5.jpg[monograph_parts5]\r
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Overlay Existing Catalog Record via Z39.50 Import\r
-------------------------------------------------\r
\r
-*Abstract*\r
-~~~~~~~~~~\r
-\r
This feature enables you to replace a catalog record with a record obtained through a Z39.50 search. No new permissions or administrative settings are needed to use this feature.\r
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*To Overlay an Existing Record via Z39.50 Import:*\r
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^\r
\r
1) Click *Cataloging -> Import Record from Z39.50*\r
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4) Click *Search*.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import1.jpg[Overlay_Existing_Record_via_Z39.50_Import1]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import1.jpg[Overlay_Existing_Record_via_Z39.50_Import1]\r
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5) The results will appear in the lower window.\r
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7) Click *Mark Local Result as Overlay Target*\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import2.jpg[Overlay_Existing_Record_via_Z39.50_Import2]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import2.jpg[Overlay_Existing_Record_via_Z39.50_Import2]\r
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8) A confirmation message appears. Click *OK*.\r
10) Click *Overlay.*\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import3.jpg[Overlay_Existing_Record_via_Z39.50_Import3]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import3.jpg[Overlay_Existing_Record_via_Z39.50_Import3]\r
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11) The record that you selected will open in the MARC Editor. Make any desired changes to the record, and click *Overlay Record*.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import4.jpg[Overlay_Existing_Record_via_Z39.50_Import4]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import4.jpg[Overlay_Existing_Record_via_Z39.50_Import4]\r
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12) The catalog record that you want to overlay will appear in a new window. Review the MARC record to verify that you are overlaying the correct catalog record.\r
13) If the correct record appears, click *Overlay*.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import5.jpg[Overlay_Existing_Record_via_Z39.50_Import5]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import5.jpg[Overlay_Existing_Record_via_Z39.50_Import5]\r
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14) A confirmation message will appear to confirm that you have overlaid the record. Click *Ok*.\r
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15) The screen will refresh in the OPAC View to show that the record has been overlaid.\r
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-image::/esi/docs/wp-content/uploads/2011/11/Overlay_Existing_Record_via_Z39.50_Import6.jpg[Overlay_Existing_Record_via_Z39.50_Import6]\r
+image::media/Overlay_Existing_Record_via_Z39.50_Import6.jpg[Overlay_Existing_Record_via_Z39.50_Import6]\r
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Cataloguers should use this part for understanding the cataloguing procedures used in Evergreen.\r
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+include::cataloging/batch_importing_MARC.txt[]\r
+include::cataloging/overlay_record_3950_import.txt[]\r
+include::cataloging/monograph_parts.txt[]\r
+include::cataloging/conjoined_items.txt[]\r
+\r
+\r
Serials\r
=======\r
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projects / Evergreen-DocBook.git / commitdiff
