Taiga 570: Adds more information on using MARC fields in additional serial subscripti...
authorCaroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com>
Fri, 5 Oct 2018 21:04:14 +0000 (17:04 -0400)
committerCaroline Cyr La Rose <caroline.cyr-la-rose@inlibro.com>
Fri, 5 Oct 2018 21:04:14 +0000 (17:04 -0400)
source/cataloging.rst
source/images.rst
source/images/serials/addmarcfield.png [new file with mode: 0644]
source/images/serials/showfields.png
source/images/serials/showfieldsmarc.png [new file with mode: 0644]
source/serials.rst

index 200549b..f1456ef 100644 (file)
@@ -1,5 +1,7 @@
 .. include:: images.rst
 
+.. _cataloging-label:
+
 Cataloging
 ==========
 
index c707140..d2efbab 100644 (file)
 .. |image1375| image:: images/opac/ILLform.png
 .. |image1376| image:: images/serials/editsubscription.png
 .. |image1377| image:: images/serials/editselectedserials.png
-.. |image1378| image:: images/serials/editbatch.png
\ No newline at end of file
+.. |image1378| image:: images/serials/editbatch.png
+.. |image1379| image:: images/serials/addmarcfield.png
+.. |image1380| image:: images/serials/showfieldsmarc.png
\ No newline at end of file
diff --git a/source/images/serials/addmarcfield.png b/source/images/serials/addmarcfield.png
new file mode 100644 (file)
index 0000000..4cdf9bb
Binary files /dev/null and b/source/images/serials/addmarcfield.png differ
index d9272f4..ccda196 100644 (file)
Binary files a/source/images/serials/showfields.png and b/source/images/serials/showfields.png differ
diff --git a/source/images/serials/showfieldsmarc.png b/source/images/serials/showfieldsmarc.png
new file mode 100644 (file)
index 0000000..2ee2112
Binary files /dev/null and b/source/images/serials/showfieldsmarc.png differ
index 2690dc5..326f3c5 100644 (file)
@@ -72,33 +72,95 @@ subscriptions for reporting and searching.
 -  *Get there:* Serials > Add subscription fields
 
 To add custom fields simply click the 'Add subscription fields' link on
-the left of the Serial page and choose the 'New field' button
+the left of the Serial page and choose the 'New fields' button
 
 |image1271|
 
 The form that appears will ask for either an authorized value or a MARC
 field to populate the field with
 
+-  Name: enter the name of the field
+   
+-  Authorized value category: you can use :ref:`authorized values <authorized-values-label>` 
+   to fill in this field. 
+
+-  MARC field: enter a MARC field that will be used to fill in this new 
+   field
+
+      **Note**
+
+      You can only choose one of the two options.
+
+      If you choose the authorized value option, you will be able to 
+      fill in the new field upon the :ref:`creation <add-a-subscription-label>` 
+      or :ref:`modification <edit-subscription-label>` of the subscription.
+
+      If you choose the MARC option, the field will be automatically 
+      populated with the corresponding record's value for this MARC 
+      field.
+
+      **Important**
+
+      If you choose the MARC field, make sure you enter it in this 
+      format: field$subfield
+
+      For example: 515$a
+
+-  Searchable: check this box if you want to be able to search your 
+   subscriptions using this field
+
 |image1272|
 
-For example you might want to track which department you're ordering for
-or the collection code for this serial
+**Example 1:** Additional field using :ref:`authorized values <authorized-values-label>`
 
+You might want to track which department you're ordering this serial for
+
+-  In the 'Name' field, enter 'Department'
+   
+-  In the 'Authorized value category' field, choose DEPARTMENT 
+   
+-  Check the 'Searchable' box
+   
 |image1273|
 
-This data will then show when you are adding a subscription
+When you are adding a subscription, the field will be in the 'Additional 
+fields' section with its authorized values drop-down menu.
 
 |image1274|
 
-and when you view the subscription
+When you view the subscription, the field will appear under 'Additional 
+fields'.
 
 |image1275|
 
-and when you search subscriptions (if you chose to make it
-'searchable')
+Because we made the field searchable, it will also be in the serials 
+subscription search.
 
 |image1276|
 
+**Example 2:** Additional field using MARC field
+
+This is particularly useful if you want to view bibliographic 
+information in the subscription detail page. In this example, we will 
+add the 521$a field, which is, in MARC21, the target audience note.
+
+- In the 'Name' field, enter 'Target audience'
+  
+- In the 'MARC field' field, enter '521$a'
+  
+|image1379|
+
+      **Note**
+
+      You will not be able to edit this field from the subscription 
+      form. If you need to add or change the value in this field, 
+      you must go through the :ref:`cataloging module <cataloging-label>`.
+
+When you view the subscription, the field and the information from the 
+bibliographic record will appear under 'Additional fields'.
+
+|image1380|
+
 .. _add-a-subscription-label:
 
 Add a subscription