audience. Bibliographic matching and de-duplicating also need
correct and consistent MARC coding in particular tags.</para>
-
-
<simplesect xml:id="editingMARCrecords">
<title>Editing MARC Records</title>
</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>
-<listitem>
- <indexterm>
- <primary>MARC</primary>
-
- <secondary>MARC leader</secondary>
- </indexterm>
-
- <indexterm>
- <primary>MARC</primary>
-
- <secondary>fixed field 008</secondary>
- </indexterm>
+ <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>
- <para>Parts of the leader and the 008 field can be edited
- with the fixed field box displayed above
- the MARC record. Click into any box to edit the contents. (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>
- </listitem>
-
- </itemizedlist>
- <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>
+ <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>
+
+ <listitem>
+ <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 with the fixed field box displayed above the
+ MARC record. Click into any box to edit the
+ contents. (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>
+ </listitem>
+ </itemizedlist>
+
+ <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>
</step>
<step>
<para>When finished, click
- <guibutton>Save Record</guibutton>.
+ <guibutton>Save Record</guibutton>
- The record stays open in the editor. You can 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>
+ . The record stays open in the editor. You can 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>
-
</simplesect>
-
<simplesect xml:id="overlayingMARCrecords">
<title>Overlaying MARC Records</title>
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
+ <emphasis>de-marked</emphasis>
+
+ . Once a record is marked, it remains marked until overlaid
or until the user logs out of Evergreen.</para>
<procedure>
<guimenu>Actions for this Record</guimenu>
<guimenuitem>Mark for Overlay</guimenuitem>
- </menuchoice>. Record is now
- <emphasis>marked</emphasis>.</para>
+ </menuchoice>
+
+ . Record is now
+ <emphasis>marked</emphasis>
+
+ .</para>
</step>
</procedure>
<step>
<para>Once the record is marked for overlay, proceed to
- <link linkend="z39.50">search for and import the new record from a Z39.50
- target</link>.</para>
+
+ <link linkend="z39.50">search for and import the new
+ record from a Z39.50 target</link>
+
+ .</para>
</step>
-
<step>
<para>Click
<guibutton>MARC Editor for Overlay</guibutton>
</step>
</procedure>
</simplesect>
-<simplesect xml:id="validatingMARCrecords">
+
+ <simplesect xml:id="validatingMARCrecords">
<title>Validating MARC Records</title>
<indexterm>
<secondary>validating records</secondary>
</indexterm>
-<para>Validation checks headings that are subject
-to authority control (subjects, names, uniform titles) by comparing them to the
-authority records that are available in the system.</para>
-<procedure>
-<step>Click <guibutton>Validate</guibutton>.</step>
-<step>Scroll through the record looking for fields that have turned red.</step>
-<step>Right-click on a field that is red. The closest valid headings will display.</step>
-<step>To apply a heading, mouse over it and click <guilabel>Apply Selected</guilabel>.</step>
-<step>Fields that do not validate are not necessarily invalid--there may not be an authority
-record for that name/subject/title. If you have the appropriate permissions, you
-can add an authority record based on the existing record.</step>
-</procedure>
-</simplesect>
+
+ <para>Validation checks headings that are subject to
+ authority control (subjects, names, uniform titles) by
+ comparing them to the authority records that are available
+ in the system.</para>
+
+ <procedure>
+ <step>Click
+ <guibutton>Validate</guibutton>
+
+ .</step>
+
+ <step>Scroll through the record looking for fields that
+ have turned red.</step>
+
+ <step>Right-click on a field that is red. The closest
+ valid headings will display.</step>
+
+ <step>To apply a heading, mouse over it and click
+ <guilabel>Apply Selected</guilabel>
+
+ .</step>
+
+ <step>Fields that do not validate are not necessarily
+ invalid--there may not be an authority record for that
+ name/subject/title. If you have the appropriate
+ permissions, you can add an authority record based on the
+ existing record.</step>
+ </procedure>
+ </simplesect>
</section>
-<section xml:id="AuthorityRecords">
-<title>Authority Records</title>
-<indexterm><primary>cataloguing</primary>
-<secondary>authority records</secondary>
-</indexterm>
-<para>Authority records establish uniform usage for names, topics/subjects, and
-uniform titles; they also guide users from deprecated or alternative terms to
-desired terms. Authority records are in MARC format. See <link
- xlink:href="http://www.loc.gov/marc/authority/ecadhome.html">
- http://www.loc.gov/marc/authority/ecadhome.html</link> for more on the
-standard.</para>
-<para>Some of the authority-oriented features in Evergreen 2.0 include:</para>
-<itemizedlist>
- <listitem>Following the Library of Congress standard, a field in a bibliographic record is controlled by an authority record when it contains a ‡0 subfield. In Evergreen, the system control number in the ‡0 subfield is always interpreted as the local ID for the authority record.</listitem>
- <listitem>When an authority record is edited or merged with another authority record, changes in authority records are automatically propagated to linked bibliographic records.</listitem>
- <listitem>A user interface for managing authorities, including searching, editing, merging, and deleting authorities.</listitem>
- <listitem>A script for linking fields in a set of uncontrolled bibliographic records to a set of authority records.</listitem>
-</itemizedlist>
-<note>There are some limitations to the authorities in the current version.</note>
-
-<note>See <link
- xlink:href="http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0">
- http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0</link> for more
- documentation on authorities in Evergreen 2.0.</note>
+
+ <section xml:id="AuthorityRecords">
+ <title>Authority Records</title>
+
+ <indexterm>
+ <primary>cataloguing</primary>
+
+ <secondary>authority records</secondary>
+ </indexterm>
+
+ <para>Authority records establish uniform usage for names,
+ topics/subjects, and uniform titles; they also guide users
+ from deprecated or alternative terms to desired terms.
+ Authority records are in MARC format. See
+ <link
+ xlink:href="http://www.loc.gov/marc/authority/ecadhome.html">
+ http://www.loc.gov/marc/authority/ecadhome.html</link>
+
+ for more on the standard.</para>
+
+<para>All bibliographic record fields that are controlled by authority records
+will have a ‡0 subfield
+ containing the local ID for the controlling authority record.</para>
+
+ <para>When an authority record is edited or merged with
+ another authority record, the changes are
+ automatically propagated to all the bibliographic records with fields
+ connected to the ID of the edited authority record.</para>
+
+
+
+ <note>There are some limitations to the authorities in the
+ current version.</note>
+
+ <note>See
+ <link
+ xlink:href="http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0">
+ http://open-ils.org/dokuwiki/doku.php?id=authorities:2.0</link>
+
+ for more documentation on authorities in Evergreen
+ 2.0.</note>
+
<simplesect xml:id="viewingsearchingauthorityrecords">
-<title>Viewing/Searching Authority Records</title>
-<procedure>
-<step>Select <menuchoice><guimenu>Cataloging</guimenu>
-<guimenuitem>Manage Authorities</guimenuitem></menuchoice>.</step>
-<step>Enter a search term and choose an authority type from the drop-down menu, then
-click <guibutton>Submit</guibutton>.</step>
-<step>A list of records will display.</step>
-</procedure>
-</simplesect>
+ <title>Viewing/Searching Authority Records</title>
+
+ <procedure>
+ <step>Select
+ <menuchoice>
+ <guimenu>Cataloging</guimenu>
+
+ <guimenuitem>Manage Authorities</guimenuitem>
+ </menuchoice>
+
+ .</step>
+
+ <step>Enter a search term and choose an authority type
+ from the drop-down menu, then click
+ <guibutton>Submit</guibutton>
+
+ .</step>
+
+ <step>A list of records will display.</step>
+ </procedure>
+ </simplesect>
+
<simplesect xml:id="editingauthorityrecords">
-<title>Editing Authority Records</title>
-</simplesect>
+ <title>Editing Authority Records</title>
+ </simplesect>
+
<simplesect xml:id="addingnewauthorityrecords">
-<title>Adding New Authority Records</title>
-</simplesect>
+ <title>Adding New Authority Records</title>
+ </simplesect>
+
<simplesect xml:id="mergingordeletingauthorityrecords">
-<title>Merging or Deleting Authority Records</title>
-</simplesect>
-</section>
+ <title>Merging or Deleting Authority Records</title>
+ </simplesect>
+ </section>
+
<section xml:id="z39.50">
<title>Adding New Records via Built In Z39.50 Client</title>
- <indexterm>
- <primary>cataloguing</primary>
+ <indexterm>
+ <primary>cataloguing</primary>
- <secondary>Z39.50</secondary>
- </indexterm>
+ <secondary>Z39.50</secondary>
+ </indexterm>
<para>The Z39.50 client is used to search bibliographic
databases and examine or download bibliographic records. Open
.</listitem>
- <listitem>If you have previously <link linkend="overlayingMARCrecords">
- marked a record for
- overlay</link>,
+ <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"/>
+ be laid over the local one you selected. See
+ <xref linkend="overlayingMARCrecords" />
+
for details.</listitem>
<listitem>
<simplesect xml:id="importingarecordviaz39.50">
<title>Importing a record via Z39.50</title>
-<para>Find the desired record, click <guibutton>MARC Editor for Import</guibutton>,
-and make any desired changes. Click <guibutton>Import Record</guibutton> when done.
-A success (or failure) message will display. If you used <guilabel>Fast Item Adds</guilabel>,
-the <guilabel>Copy Editor</guilabel> will appear.</para>
+
+ <para>Find the desired record, click
+ <guibutton>MARC Editor for Import</guibutton>
+
+ , and make any desired changes. Click
+ <guibutton>Import Record</guibutton>
+
+ when done. A success (or failure) message will display. If
+ you used
+ <guilabel>Fast Item Adds</guilabel>
+
+ , the
+ <guilabel>Copy Editor</guilabel>
+
+ will appear.</para>
</simplesect>
+
<simplesect xml:id="fastitemadds">
<title>Fast Item Adds</title>
-<para>Clicking the <guibutton>Fast Item Add</guibutton> box will display <guilabel>Call Number</guilabel> and
-<guilabel>Item Barcode</guilabel> fields. Use these to quickly add items to the record as you
-edit it.</para>
-<para>When you've successfully imported the record, the copy editor will display. Make
-necessary adjustments and click <guibutton>Modify/Create Copies</guibutton>.</para>
+
+ <para>Clicking the
+ <guibutton>Fast Item Add</guibutton>
+
+ box will display
+ <guilabel>Call Number</guilabel>
+
+ and
+ <guilabel>Item Barcode</guilabel>
+
+ fields. Use these to quickly add items to the record as you
+ edit it.</para>
+
+ <para>When you've successfully imported the record, the
+ copy editor will display. Make necessary adjustments and
+ click
+ <guibutton>Modify/Create Copies</guibutton>
+
+ .</para>
+
<note>
- <para>As of 2.0.6, the status of items created with Fast Item Add will
- be set to
+ <para>As of 2.0.6, 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 2.0.5 and earlier, when items created with Fast Add were Available.</para>
+ change from 2.0.5 and earlier, when items created with
+ Fast Add were Available.</para>
</note>
</simplesect>
<simplesect xml:id="recordcollisions">
- <title>Record Collisions</title>
-<note>As of 2.0.5, if the global flag "Cat: Use internal ID for TCN value" has been set by
-the administrator (under <menuchoice><guimenu>Admin <guimenuitem>Server Settings</guimenuitem>
-<guimenuitem>Global Flags</guimenuitem></guimenu></menuchoice>), the collision
-detection in the Z39.50 import interface will be disabled because it relies on the TCN.
-Until a more flexible collision detection process is in place, avoiding duplicate
-bib record imports from Z39.50 will be up to the user.</note>.
+ <title>Record Collisions</title>
+
+ <note>As of 2.0.5, if the global flag "Cat: Use internal ID
+ for TCN value" has been set by the administrator (under
+ <menuchoice>
+ <guimenu>Admin
+ <guimenuitem>Server Settings</guimenuitem>
+
+ <guimenuitem>Global Flags</guimenuitem>
+ </guimenu>
+ </menuchoice>
+
+ ), the collision detection in the Z39.50 import interface
+ will be disabled because it relies on the TCN. Until a more
+ flexible collision detection process is in place, avoiding
+ duplicate bib record imports from Z39.50 will be up to the
+ user.</note>
+
</simplesect>
<simplesect xml:id="rawsearches">
<title>Raw Searches</title>
-<para>You can do advanced searching of remote databases in Prefix Query Format by
-clicking <guibutton>Raw Search</guibutton> and entering a search string. 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>
+
+ <para>You can do advanced searching of remote databases in
+ Prefix Query Format by clicking
+ <guibutton>Raw Search</guibutton>
+
+ and entering a search string. 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>
</simplesect>
</section>
</chapter>
+
projects / Evergreen-DocBook.git / commitdiff