<?xml version="1.0" encoding="UTF-8"?>
-<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude"
-xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="cataloging">
+<chapter xmlns="http://docbook.org/ns/docbook"
+xmlns:xi="http://www.w3.org/2001/XInclude"
+xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0"
+xml:id="cataloging">
<info>
<title>Cataloging</title>
+
<abstract>
- <para>This chapter explains the cataloging procedures carried out from
- the staff client.</para>
+ <para>This chapter explains the cataloging procedures
+ carried out from the staff client.</para>
</abstract>
</info>
- <section xml:id="addingnewbibliographicrecords">
- <title>Adding New Records via Built In Z39.50 Client</title>
+
+ <section xml:id="MARC">
+ <title>Working with the MARC Editor</title>
+
<indexterm>
- <primary>Z39.50</primary>
+ <primary>cataloguing</primary>
+
+ <secondary>MARC</secondary>
</indexterm>
- <para>The Z39.50 client is used to search bibliographic databases and
- examine or download bibliographic records. Open the client with <menuchoice>
- <guimenu>Cataloging</guimenu>
- <guimenuitem>Import Record from Z39.50</guimenuitem>
- </menuchoice></para>
+
+ <para>The MARC Editor allows MARC tags, sub-fields, and
+ indicators to be edited.</para>
+
+ <para>OPAC icons for text, moving pictures and sound rely on
+ correct MARC coding in the leader and the 008, as do OPAC
+ search filters such as publication date, item type, or target
+ audience. Bibliographic matching and de-duplicating also rely
+ on correct MARC coding and consistency in use and content in
+ particular MARC tags.</para>
+
+ <simplesect xml:id="editingMARCrecords">
+ <title>Editing MARC Records</title>
+
+ <indexterm>
+ <primary>cataloguing</primary>
+
+ <secondary>editing MARC records</secondary>
+ </indexterm>
+
+ <procedure>
+ <step>
+ <para>Retrieve the record.</para>
+ </step>
+
+ <step>
+ <para>
+ <menuchoice>
+ <guimenu>Actions for this Record</guimenu>
+
+ <guimenuitem>MARC Edit</guimenuitem>
+ </menuchoice>
+
+ .</para>
+ </step>
+
+ <step>
+ <para>The MARC record will display.</para>
+ </step>
+
+ <step>
+ <para>Select viewing and editing options, if desired.</para>
+ <itemizedlist><listitem><para>
+ <guilabel>Stack subfields</guilabel>
+
+ to display each subfield on its own line.</para>
+ </listitem>
+
+ <listitem>
+ <para>
+ <guilabel>Flat-Text Editor</guilabel>
+
+ switches to a plain-text (menmonic) MARC format. The advantage of this
+ format is being able to copy and paste multiple lines. It also allows
+ the use of tools like MarcEdit (
+ <link xlink:href="http://people.oregonstate.edu/~reeset/marcedit/html/index.php">
+ http://people.oregonstate.edu/~reeset/marcedit/html/index.php</link>.
+ Unclick the box to switch back.</para>
+ </listitem>
+
+ <listitem>
+ <para>
+ <guilabel>Fast Item Add</guilabel>
+
+ allows attaching items quickly with call number and barcode.
+ When <guibutton>Save</guibutton> is clicked, the **INSERT
+ CROSS-REFERENCE** Copy Editor
+ will open.</para>
+ </listitem></itemizedlist></step>
+
+ <step><para>Make changes as desired.</para>
+<itemizedlist><listitem>
+ <para>Right click into a tag field to add/remove rows
+ or replace tags.</para>
+ </listitem>
+<listitem>
+ <para>With the cursor at the end of a subfield, click <keycap>Control + D</keycap>
+ (<keycap>Control + I</keycap> in Mac OSX) to insert a new subfield.</para>
+ </listitem>
+<listitem>
+ <para>To remove a subfield, click <keycap>Shift + Delete</keycap>
+ </para>
+ </listitem>
+ <listitem>
+ <para>To work with the data in a tag or indicator,
+ click or
+ <keycap>Tab</keycap>
+
+ into the required field.
+ <emphasis>Right click</emphasis>
+
+ to view acceptable tags or indicators.</para>
+ </listitem></itemizedlist></step>
+
+ <step>
+ <para>When finished, click
+ <guibutton>Save Record</guibutton>
+
+ and then either close the tab or switch to another view
+ under <guimenu>Actions for this Record</guimenu>, for example to view it as it
+ appears in the OPAC.</para>
+ </step>
+
+ </procedure>
+
+ <tip>
+ <para>The MARC Editor may be navigated using keyboard
+ shortcuts. Click
+ <guibutton>Help</guibutton>
+
+ to see the shortcut menu from within the MARC
+ Editor.</para>
+ </tip>
+ </simplesect>
+
+ <simplesect xml:id="MARCrecordleader">
+ <title>MARC Record Leader and MARC fixed field 008</title>
+
+ <indexterm>
+ <primary>MARC</primary>
+
+ <secondary>MARC leader</secondary>
+ </indexterm>
+
+ <indexterm>
+ <primary>MARC</primary>
+
+ <secondary>fixed field 008</secondary>
+ </indexterm>
+
+ <para>Parts of the leader and the 008 field can be edited
+ in the MARC Editor via the fixed field box displayed above
+ the MARC record. Information about the leader and the 008
+ can be found on the Library of Congress's MARC Standards
+ page at
+ <link xlink:href="http://www.loc.gov/marc/bibliographic/ecbdlist.html">
+ http://www.loc.gov/marc/bibliographic/ecbdlist.html</link>
+
+ .</para>
+
+ <procedure>
+ <title>To edit the MARC record leader</title>
+
+ <step>
+ <para>Retrieve and display the appropriate record in
+ MARC Edit view.</para>
+ </step>
+
+ <step>
+ <para>
+ <emphasis>Click</emphasis>
+
+ into any box displayed in the fixed field .</para>
+ </step>
+
+ <step>
+ <para>Press
+ <keycap>Tab</keycap>
+
+ or use the mouse to move between fields.</para>
+ </step>
+
+ <step>
+ <para>Click
+ <guibutton>Save Record</guibutton>
+
+ .</para>
+ </step>
+
+ </procedure>
+
+ <tip>
+ <para>The MARC Editor may be navigated using keyboard
+ shortcuts. Click
+ <guibutton>Help</guibutton>
+
+ to see the shortcut menu from within the MARC
+ Editor.</para>
+ </tip>
+ </simplesect>
+
+ <simplesect xml:id="overlayingMARCrecords">
+ <title>Overlaying MARC Records</title>
+
+ <indexterm>
+ <primary>cataloguing</primary>
+
+ <secondary>overlaying MARC records</secondary>
+ </indexterm>
+
+ <para>Overlaying a MARC record replaces an existing MARC
+ record while leaving all holdings, holds, active
+ circulations, bills, and fines intact.</para>
+
+ <para>In Evergreen, a record must be
+ <emphasis>marked</emphasis>
+
+ for overlay. The mark for overlay is by login. Only one
+ record at a time may be marked for overlay. When another
+ record is marked for overlay, the previously marked item is
+
+ <emphasis>de-marked</emphasis>
+
+ . Once a record is marked, it remains marked until overlaid
+ or until the user logs out of Evergreen.</para>
+
+ <procedure>
+ <title>Marking a record for overlay</title>
+
+ <step>
+ <para>Search for and retrieve a record for
+ overlay.</para>
+ </step>
+
+ <step>
+ <para>Select
+ <menuchoice>
+ <guimenu>Actions for this Record</guimenu>
+
+ <guimenuitem>Mark for Overlay</guimenuitem>
+ </menuchoice>
+
+ . Record is now
+ <emphasis>marked</emphasis>
+
+ .</para>
+ </step>
+ </procedure>
+
+ <procedure>
+ <title>Overlaying the marked record</title>
+
+ <step>
+ <para>Once the record is marked for overlay, proceed to
+ <link linkend="z39.60">search for and import the new record from a Z39.50
+ target</link>.</para>
+ </step>
+
+
+ <step>
+ <para>Click
+ <guibutton>MARC Editor for Overlay</guibutton>
+
+ . The TCN of the Evergreen record marked for overlay is
+ displayed.</para>
+ </step>
+
+ <step>
+ <para>The record displays in MARC Edit view. Edit the
+ record as necessary.</para>
+ </step>
+
+ <step>
+ <para>Click
+ <guibutton>Overlay Record</guibutton>
+
+ .</para>
+ </step>
+
+ <step>
+ <para>The existing record will display along with a
+ prompt to confirm the overlay. Panes may be moved to
+ view the record in entirety, if required.</para>
+ </step>
+
+ <step>
+ <para>Click
+ <guibutton>Overlay</guibutton>
+
+ .</para>
+ </step>
+
+ <step>
+ <para>Confirm the overlay. The record in Evergreen is
+ overlaid with the new MARC record. All preexisting
+ holdings remain intact.</para>
+ </step>
+ </procedure>
+ </simplesect>
+ </section>
+
+ <section xml:id="z39.50">
+ <title>Adding New Records via Built In Z39.50 Client</title>
+
+ <indexterm>
+ <primary>cataloguing</primary>
+
+ <secondary>Z39.50</secondary>
+ </indexterm>
+
+ <para>The Z39.50 client is used to search bibliographic
+ databases and examine or download bibliographic records. Open
+ the client with
+ <menuchoice>
+ <guimenu>Cataloging</guimenu>
+
+ <guimenuitem>Import Record from Z39.50</guimenuitem>
+ </menuchoice>
+ </para>
+
<simplesect xml:id="z39.50screenfeatures">
<title>Z39.50 Screen Features</title>
- <para>Initially, or when you want to change targets, start with the
- <guilabel role="bold">Service and Credentials</guilabel> area. Here you
- choose the remote databases you wish to search. Preconfigured servers are
- listed under Services. If any require authentication to access, you will
- see username and password boxes to the right. </para>
+
+ <para>Initially, or when you want to change targets, start
+ with the
+ <guilabel role="bold">Service and Credentials</guilabel>
+
+ area. Here you choose the remote databases you wish to
+ search. Preconfigured servers are listed under Services. If
+ any require authentication to access, you will see username
+ and password boxes to the right.</para>
+
<procedure>
- <step>Click all the databases you wish to search simultaneously (see the
- Note about which fields can be used).</step>
- <step>Fill in user information for any that require it.</step>
- <step>Click <guibutton>Save as Default</guibutton> to preserve these
- settings for next time.</step>
+ <step>Click all the databases you wish to search
+ simultaneously (see the Note about which fields can be
+ used).</step>
+
+ <step>Fill in user information for any that require
+ it.</step>
+
+ <step>Click
+ <guibutton>Save as Default</guibutton>
+
+ to preserve these settings for next time.</step>
</procedure>
- <para>The <guilabel role="bold">Query</guilabel> section is where you
- enter a search. The databases you select control which search fields you
- can use. You may use any combination of fields that are active (not grayed
- out), but be aware that not all fields are active for every database.
- Select just one database to see which fields are active for that database.
- </para>
+
+ <para>The
+ <guilabel role="bold">Query</guilabel>
+
+ section is where you enter a search. The databases you
+ select control which search fields you can use. You may use
+ any combination of fields that are active (not grayed out),
+ but be aware that not all fields are active for every
+ database. Select just one database to see which fields are
+ active for that database.</para>
+
<note>
- <para>If you are searching multiple databases, you will only get results
- from those that support the fields you're searching! For example,
- <guilabel>Keyword</guilabel> and <guilabel>Subject</guilabel> are only
- active if the local catalog is selected, so using those fields in a
- combined database search guarantees that you will only get results from
- the local catalog.</para>
+ <para>If you are searching multiple databases, you will
+ only get results from those that support the fields
+ you're searching! For example,
+ <guilabel>Keyword</guilabel>
+
+ and
+ <guilabel>Subject</guilabel>
+
+ are only active if the local catalog is selected, so
+ using those fields in a combined database search
+ guarantees that you will only get results from the local
+ catalog.</para>
</note>
- <para>The <guilabel>Query</guilabel> section has three buttons.</para>
+
+ <para>The
+ <guilabel>Query</guilabel>
+
+ section has three buttons.</para>
+
<itemizedlist>
- <listitem><guibutton>Search</guibutton> begins searching on
- the criteria entered in the search fields.</listitem>
- <listitem><guibutton>Clear Form</guibutton> resets all fields to empty.
- </listitem>
- <listitem><guibutton>Raw Search</guibutton> is an advanced interface for
- using Prefix Query Format to build complex searches. See
- <xref linkend="rawsearches" />.</listitem>
- </itemizedlist>
- <para>The <guilabel role="bold">Results</guilabel> pane displays the results from the
- most recent search. Information about each record retrieved appears on a
- separate summary line, with various columns of information.</para>
+ <listitem>
+ <guibutton>Search</guibutton>
+
+ begins searching on the criteria entered in the search
+ fields.</listitem>
+
+ <listitem>
+ <guibutton>Clear Form</guibutton>
+
+ resets all fields to empty.</listitem>
+
+ <listitem>
+ <guibutton>Raw Search</guibutton>
+
+ is an advanced interface for using Prefix Query Format to
+ build complex searches. See
+ <xref linkend="rawsearches" />
+
+ .</listitem>
+ </itemizedlist>
+
+ <para>The
+ <guilabel role="bold">Results</guilabel>
+
+ pane displays the results from the most recent search.
+ Information about each record retrieved appears on a
+ separate summary line, with various columns of
+ information.</para>
+
<itemizedlist>
- <listitem>If more than the default number of results is available, use
- <guibutton>Fetch More Results</guibutton> to add the next set to the
- screen.</listitem>
- <listitem>Click <guibutton>List Action</guibutton> to view options for exporting and saving
- from the list:
- <itemizedlist>
- <listitem>Copy Field from selected row to Clipboard</listitem>
- <listitem>Print List CSV</listitem>
- <listitem>Copy List CSV to Clipboard</listitem>
- <listitem>Save List CSV to File</listitem>
- <listitem>Save List Configuration</listitem>
- </itemizedlist>
- </listitem>
- <listitem>Select an item and click <guibutton>MARC View</guibutton> to
- toggle viewing the MARC record. When in MARC View, you can <guibutton>
- Print Page</guibutton>. To toggle back, click <guibutton>Results View
- </guibutton>.
- </listitem>
- <listitem>If you have previously marked a record for overlay (when
- viewing a bib, <guimenu>Actions for this Record</guimenu><guimenuitem>
- Mark for Overlay</guimenuitem>), <guibutton>MARC Editor for
- Overlay</guibutton> will be active. Click to view/edit the new bib record
- to be laid over the local one you selected.</listitem>
- <listitem><guibutton>MARC Editor for Import</guibutton> is used to
- view/edit a new record.</listitem>
- <listitem>To view long lists of results, use <guibutton>Hide Top Pane
- </guibutton> to view the results. </listitem>
+ <listitem>If more than the default number of results is
+ available, use
+ <guibutton>Fetch More Results</guibutton>
+
+ to add the next set to the screen.</listitem>
+
+ <listitem>Click
+ <guibutton>List Action</guibutton>
+
+ to view options for exporting and saving from the list:
+ <itemizedlist>
+ <listitem>Copy Field from selected row to
+ Clipboard</listitem>
+
+ <listitem>Print List CSV</listitem>
+
+ <listitem>Copy List CSV to Clipboard</listitem>
+
+ <listitem>Save List CSV to File</listitem>
+
+ <listitem>Save List Configuration</listitem>
+ </itemizedlist>
+ </listitem>
+
+ <listitem>Select an item and click
+ <guibutton>MARC View</guibutton>
+
+ to toggle viewing the MARC record. When in MARC View, you
+ can
+ <guibutton>Print Page</guibutton>
+
+ . To toggle back, click
+ <guibutton>Results View</guibutton>
+
+ .</listitem>
+
+ <listitem>If you have previously <link linkend="overlayingMARCrecords">
+ marked a record for
+ overlay</link>,
+ <guibutton>MARC Editor for Overlay</guibutton>
+
+ will be active. Click to view/edit the new bib record to
+ be laid over the local one you selected. See <xref linkend="overlayingMARCrecords"/>
+ for details.</listitem>
+
+ <listitem>
+ <guibutton>MARC Editor for Import</guibutton>
+
+ is used to view/edit a new record.</listitem>
+
+ <listitem>To view long lists of results, click
+ <guibutton>Hide Top Pane</guibutton>
+
+ to give the results list more screen real
+ estate.</listitem>
</itemizedlist>
</simplesect>
+
<simplesect xml:id="importingarecordviaz39.50">
- <title>Importing a record via Z39.50</title>
-</simplesect>
+ <title>Importing a record via Z39.50</title>
+ </simplesect>
+
<simplesect xml:id="recordcollisions">
- <title>Record Collisions</title>
-</simplesect>
+ <title>Record Collisions</title>
+ </simplesect>
+
<simplesect xml:id="fastitemadds">
<title>Fast Item Adds</title>
- <note>
- <para>The status of items created with Fast Item Add will be set
- to <emphasis>In Process</emphasis>, consistent with other types
- of item creation. This is a change from 1.6.</para>
- </note>
-</simplesect>
- <simplesect xml:id="rawsearches">
- <title>Raw Searches</title>
-<tip>
- <para>Visit <link xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
- http://www.indexdata.com/yaz/doc/tools.html</link>
- for more details on PQF and examples you can copy/paste into the
- search box.</para>
- </tip>
- </simplesect>
-</section>
- </chapter>
+
+ <note>
+ <para>The status of items created with Fast Item Add will
+ be set to
+ <emphasis>In Process</emphasis>
+
+ , consistent with other types of item creation. This is a
+ change from 1.6.</para>
+ </note>
+ </simplesect>
+
+ <simplesect xml:id="rawsearches">
+ <title>Raw Searches</title>
+
+ <tip>
+ <para>Visit
+ <link
+ xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
+ http://www.indexdata.com/yaz/doc/tools.html</link>
+
+ for more details on PQF and examples you can copy/paste
+ into the search box.</para>
+ </tip>
+ </simplesect>
+ </section>
+</chapter>
+
--- /dev/null
+
+
+<?xml version="1.0" encoding="UTF-8"?>
+
+<chapter xmlns="http://docbook.org/ns/docbook" xmlns:xi="http://www.w3.org/2001/XInclude" xmlns:xlink="http://www.w3.org/1999/xlink" version="5.0" xml:id="cataloging">
+
+
+
+<info>
+
+
+
+<title>Cataloging
+
+</title>
+
+
+
+<abstract>
+
+
+
+<para>This chapter explains the cataloging procedures carried out from the staff client.
+
+</para>
+
+
+
+</abstract>
+
+
+
+</info>
+
+
+
+<section xml:id="MARC">
+
+
+
+<title>Working with the MARC Editor
+
+</title>
+
+
+
+<indexterm>
+
+<primary>cataloguing
+
+</primary>
+
+<secondary>MARC
+
+</secondary>
+
+</indexterm>
+
+
+
+<para>The MARC Editor allows MARC tags, sub-fields, and indicators to be edited.
+
+</para>
+
+
+
+<para>OPAC icons for text, moving pictures and sound rely on correct MARC coding in the leader and the 008, as do OPAC search filters such as publication date, item type, or target audience. Bibliographic matching and de-duplicating also rely on correct MARC coding and consistency in use and content in particular MARC tags.
+
+</para>
+
+
+
+<simplesect xml:id="editingMARCrecords">
+
+
+
+<title>Editing MARC Records
+
+</title>
+
+
+
+<indexterm>
+
+<primary>cataloguing
+
+</primary>
+
+<secondary>editing MARC records
+
+</secondary>
+
+</indexterm>
+
+
+
+<procedure>
+
+
+
+<step>
+
+<para>Retrieve the record.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>
+
+<menuchoice>
+
+<guimenu>Actions for this Record
+
+</guimenu>
+
+<guimenuitem>MARC Edit
+
+</guimenuitem>
+
+</menuchoice>.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>The MARC record will display.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Select
+
+<guilabel>Stack
+
+</guilabel> subfields to alter subfields display.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Right click into a tag field to add/remove rows or replace tags.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>To work with the data in a tag or indicator, click or
+
+<keycap>Tab
+
+</keycap> into the required field.
+
+<emphasis>Right click
+
+</emphasis> to view acceptable tags or indicators.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>When finished, click
+
+<guibutton>Save Record
+
+</guibutton> .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>OK
+
+</guibutton> .
+
+</para>
+
+</step>
+
+
+
+</procedure>
+
+
+
+<tip>
+
+<para>The MARC Editor may be navigated using keyboard shortcuts. Click
+
+<guibutton>Help
+
+</guibutton> to see the shortcut menu from within the MARC Editor.
+
+</para>
+
+</tip>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="MARCrecordleader">
+
+
+
+<title>MARC Record Leader and MARC fixed field 008
+
+</title>
+
+
+
+<indexterm>
+
+<primary>MARC
+
+</primary>
+
+<secondary>MARC leader
+
+</secondary>
+
+</indexterm>
+
+
+
+<indexterm>
+
+<primary>MARC
+
+</primary>
+
+<secondary>fixed field 008
+
+</secondary>
+
+</indexterm>
+
+
+
+<para>Parts of the leader and the 008 field can be edited in the MARC Editor via the fixed field box displayed above the MARC record. Information about the leader and the 008 can be found on the Library of Congress's MARC Standards page at
+
+<ulink url="http://www.loc.gov/marc/">http://www.loc.gov/marc/
+
+</ulink> .
+
+</para>
+
+
+
+<procedure>
+
+
+
+<title>To edit the MARC record leader
+
+</title>
+
+
+
+<step>
+
+<para>Retrieve and display the appropriate record in MARC Edit view.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>
+
+<emphasis>Click
+
+</emphasis> into any box displayed in the fixed field .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Press
+
+<keycap>Tab
+
+</keycap> or use the mouse to move between fields.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>Save Record
+
+</guibutton> .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>OK
+
+</guibutton> to save record edits.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>The OPAC icon for the appropriate material type will display.
+
+</para>
+
+</step>
+
+
+
+</procedure>
+
+
+
+<tip>
+
+<para>The MARC Editor may be navigated using keyboard shortcuts. Click
+
+<guibutton>Help
+
+</guibutton> to see the shortcut menu from within the MARC Editor.
+
+</para>
+
+</tip>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="overlayingMARCrecords">
+
+
+
+<title>Overlaying MARC Records
+
+</title>
+
+
+
+<indexterm>
+
+<primary>cataloguing
+
+</primary>
+
+<secondary>overlaying MARC records
+
+</secondary>
+
+</indexterm>
+
+
+
+<para>Overlaying a MARC record replaces an existing MARC record while leaving all holdings, holds, active circulations, bills, and fines intact.
+
+</para>
+
+
+
+<para>In Evergreen, a record must be
+
+<emphasis>marked
+
+</emphasis> for overlay. The mark for overlay is by login. Only one record at a time may be marked for overlay. When another record is marked for overlay, the previously marked item is
+
+<emphasis>de-marked
+
+</emphasis> . Once a record is marked, it remains marked until overlaid or until the user logs out of Evergreen.
+
+</para>
+
+
+
+<procedure>
+
+
+
+<title>Marking a record for overlay
+
+</title>
+
+
+
+<step>
+
+<para>Search for and retrieve a record for overlay.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Select
+
+<menuchoice>
+
+<guimenu>Actions for this Record
+
+</guimenu>
+
+<guimenuitem>Mark for Overlay
+
+</guimenuitem>
+
+</menuchoice> . Record is now
+
+<emphasis>marked
+
+</emphasis> .
+
+</para>
+
+</step>
+
+
+
+</procedure>
+
+
+
+<procedure>
+
+
+
+<title>Overlaying the marked record
+
+</title>
+
+
+
+<step>
+
+<para>Once the record is marked for overlay, proceed to search for and import the new record from a Z39.50 target.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Select
+
+<menuchoice>
+
+<guimenu>Cataloging
+
+</guimenu>
+
+<guimenuitem>Import Record from Z39.50
+
+</guimenuitem>
+
+</menuchoice> .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Choose targets and enter search terms.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>MARC Editor for Overlay
+
+</guibutton> . The TCN of the Evergreen record marked for overlay is displayed.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>The record displays in MARC Edit view. Edit the record as necessary.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>Overlay Record
+
+</guibutton> .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>The existing record will display along with a prompt to confirm the overlay. Panes may be moved to view the record in entirety, if required.
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Click
+
+<guibutton>Overlay
+
+</guibutton> .
+
+</para>
+
+</step>
+
+
+
+<step>
+
+<para>Confirm the overlay. The record in Evergreen is overlaid with the new MARC record. All preexisting holdings remain intact.
+
+</para>
+
+</step>
+
+
+
+</procedure>
+
+
+
+</simplesect>
+
+
+
+</section>
+
+
+
+<section xml:id="addingnewbibliographicrecords">
+
+
+
+<title>Adding New Records via Built In Z39.50 Client
+
+</title>
+
+
+
+<indexterm>
+
+
+
+<primary>Z39.50
+
+</primary>
+
+
+
+</indexterm>
+
+
+
+<para>The Z39.50 client is used to search bibliographic databases and examine or download bibliographic records. Open the client with
+
+<menuchoice>
+
+
+
+<guimenu>Cataloging
+
+</guimenu>
+
+
+
+<guimenuitem>Import Record from Z39.50
+
+</guimenuitem>
+
+
+
+</menuchoice>
+
+</para>
+
+
+
+<simplesect xml:id="z39.50screenfeatures">
+
+
+
+<title>Z39.50 Screen Features
+
+</title>
+
+
+
+<para>Initially, or when you want to change targets, start with the
+
+<guilabel role="bold">Service and Credentials
+
+</guilabel> area. Here you choose the remote databases you wish to search. Preconfigured servers are listed under Services. If any require authentication to access, you will see username and password boxes to the right.
+
+</para>
+
+
+
+<procedure>
+
+
+
+<step>Click all the databases you wish to search simultaneously (see the Note about which fields can be used).
+
+</step>
+
+
+
+<step>Fill in user information for any that require it.
+
+</step>
+
+
+
+<step>Click
+
+<guibutton>Save as Default
+
+</guibutton> to preserve these settings for next time.
+
+</step>
+
+
+
+</procedure>
+
+
+
+<para>The
+
+<guilabel role="bold">Query
+
+</guilabel> section is where you enter a search. The databases you select control which search fields you can use. You may use any combination of fields that are active (not grayed out), but be aware that not all fields are active for every database. Select just one database to see which fields are active for that database.
+
+</para>
+
+
+
+<note>
+
+
+
+<para>If you are searching multiple databases, you will only get results from those that support the fields you're searching! For example,
+
+<guilabel>Keyword
+
+</guilabel> and
+
+<guilabel>Subject
+
+</guilabel> are only active if the local catalog is selected, so using those fields in a combined database search guarantees that you will only get results from the local catalog.
+
+</para>
+
+
+
+</note>
+
+
+
+<para>The
+
+<guilabel>Query
+
+</guilabel> section has three buttons.
+
+</para>
+
+
+
+<itemizedlist>
+
+
+
+<listitem>
+
+<guibutton>Search
+
+</guibutton> begins searching on the criteria entered in the search fields.
+
+</listitem>
+
+
+
+<listitem>
+
+<guibutton>Clear Form
+
+</guibutton> resets all fields to empty.
+
+</listitem>
+
+
+
+<listitem>
+
+<guibutton>Raw Search
+
+</guibutton> is an advanced interface for using Prefix Query Format to build complex searches. See
+
+<xref linkend="rawsearches"/>.
+
+</listitem>
+
+
+
+</itemizedlist>
+
+
+
+<para>The
+
+<guilabel role="bold">Results
+
+</guilabel> pane displays the results from the most recent search. Information about each record retrieved appears on a separate summary line, with various columns of information.
+
+</para>
+
+
+
+<itemizedlist>
+
+
+
+<listitem>If more than the default number of results is available, use
+
+<guibutton>Fetch More Results
+
+</guibutton> to add the next set to the screen.
+
+</listitem>
+
+
+
+<listitem>Click
+
+<guibutton>List Action
+
+</guibutton> to view options for exporting and saving from the list:
+
+<itemizedlist>
+
+
+
+<listitem>Copy Field from selected row to Clipboard
+
+</listitem>
+
+
+
+<listitem>Print List CSV
+
+</listitem>
+
+
+
+<listitem>Copy List CSV to Clipboard
+
+</listitem>
+
+
+
+<listitem>Save List CSV to File
+
+</listitem>
+
+
+
+<listitem>Save List Configuration
+
+</listitem>
+
+
+
+</itemizedlist>
+
+
+
+</listitem>
+
+
+
+<listitem>Select an item and click
+
+<guibutton>MARC View
+
+</guibutton> to toggle viewing the MARC record. When in MARC View, you can
+
+<guibutton>
+
+
+
+Print Page
+
+</guibutton> . To toggle back, click
+
+<guibutton>Results View
+
+</guibutton> .
+
+</listitem>
+
+
+
+<listitem>If you have previously marked a record for overlay (when viewing a bib,
+
+<guimenu>Actions for this Record
+
+</guimenu>
+
+<guimenuitem>
+
+
+
+Mark for Overlay
+
+</guimenuitem> ),
+
+<guibutton>MARC Editor for Overlay
+
+</guibutton> will be active. Click to view/edit the new bib record to be laid over the local one you selected.
+
+</listitem>
+
+
+
+<listitem>
+
+<guibutton>MARC Editor for Import
+
+</guibutton> is used to view/edit a new record.
+
+</listitem>
+
+
+
+<listitem>To view long lists of results, click
+
+<guibutton>Hide Top Pane
+
+</guibutton> to give the results list more screen real estate.
+
+</listitem>
+
+
+
+</itemizedlist>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="importingarecordviaz39.50">
+
+
+
+<title>Importing a record via Z39.50
+
+</title>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="recordcollisions">
+
+
+
+<title>Record Collisions
+
+</title>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="fastitemadds">
+
+
+
+<title>Fast Item Adds
+
+</title>
+
+
+
+<note>
+
+
+
+<para>The status of items created with Fast Item Add will be set to
+
+<emphasis>In Process
+
+</emphasis> , consistent with other types of item creation. This is a change from 1.6.
+
+</para>
+
+
+
+</note>
+
+
+
+</simplesect>
+
+
+
+<simplesect xml:id="rawsearches">
+
+
+
+<title>Raw Searches
+
+</title>
+
+
+
+<tip>
+
+
+
+<para>Visit
+
+
+
+<link xlink:href="http://www.indexdata.com/yaz/doc/tools.html">
+
+
+
+http://www.indexdata.com/yaz/doc/tools.html
+
+</link>
+
+
+
+for more details on PQF and examples you can copy/paste into the search box.
+
+</para>
+
+
+
+</tip>
+
+
+
+</simplesect>
+
+
+
+</section>
+
+
+
+</chapter>
projects / Evergreen-DocBook.git / commitdiff