Voyager® 9.1 Cataloging User’s Guide November 2014 Ex Libris Confidential CONFIDENTIAL INFORMATION The information herein is the property of Ex Libris Ltd. or its affiliates and any misuse or abuse will result in economic loss. DO NOT COPY UNLESS YOU HAVE BEEN GIVEN SPECIFIC WRITTEN AUTHORIZATION FROM EX LIBRIS LTD. This document is provided for limited and restricted purposes in accordance with a binding contract with Ex Libris Ltd. or an affiliate. The information herein includes trade secrets and is confidential. DISCLAIMER The information in this document will be subject to periodic change and updating. Please confirm that you have the most current documentation. There are no warranties of any kind, express or implied, provided in this documentation, other than those expressly agreed upon in the applicable Ex Libris contract. This information is provided AS IS. Unless otherwise agreed, Ex Libris shall not be liable for any damages for use of this document, including, without limitation, consequential, punitive, indirect or direct damages. Any references in this document to third-party material (including third-party Web sites) are provided for convenience only and do not in any manner serve as an endorsement of that third-party material or those Web sites. The third-party materials are not part of the materials for this Ex Libris product and Ex Libris has no liability for such materials. TRADEMARKS ʺEx Libris,ʺ the Ex Libris Bridge to Knowledge , Primo, Aleph, Voyager, SFX, MetaLib, Verde, DigiTool, Rosetta, bX, URM, Alma , and other marks are trademarks or registered trademarks of Ex Libris Ltd. or its affiliates. The absence of a name or logo in this list does not constitute a waiver of any and all intellectual property rights that Ex Libris Ltd. or its affiliates have established in any of its products, features, or service names or logos. Trademarks of various third‐party products, which may include the following, are referenced in this documentation. Ex Libris does not claim any rights in these trademarks. Use of these marks does not imply endorsement by Ex Libris of these third‐party products, or endorsement by these third parties of Ex Libris products. Oracle is a registered trademark of Oracle Corporation. UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/ Open Company Ltd. Microsoft, the Microsoft logo, MS, MS‐DOS, Microsoft PowerPoint, Visual Basic, Visual C++, Win32, Microsoft Windows, the Windows logo, Microsoft Notepad, Microsoft Windows Explorer, Microsoft Internet Explorer, and Windows NT are registered trademarks and ActiveX is a trademark of the Microsoft Corporation in the United States and/or other countries. Unicode and the Unicode logo are registered trademarks of Unicode, Inc. Google is a registered trademark of Google, Inc. Copyright Ex Libris Limited, 2014. All rights reserved. Document released: November 2014 Web address: http://www.exlibrisgroup.com Ex Libris Confidential Table of Contents Contents About This Document • Purpose xvii • Intended Audience xvii • Reason for Reissue xvii • Document Summary xviii • Conventions Used in This Document xix • Document Reproduction/Photocopying xx • Comment on This Document xx 1 Getting Started • Introduction 1-1 • Prerequisite Skills and Knowledge 1-1 • Before You Begin 1-2 Documentation and Online Help 1-2 Conventions 1-2 Commands 1-2 Ellipsis Button 1-2 Keyboard Functions 1-3 • Logging into Cataloging 1-3 • Exiting Cataloging 1-5 • Login Information 1-5 2 Record Types and Creating • Introduction 2-1 • Types of Records 2-1 Record Relationships 2-2 Fields 2-3 • Bibliographic Records 2-3 MARC Tab 2-4 Ex Libris Confidential iii Cataloging User’s Guide Contents Suppress from OPAC Option 2-4 Bibliographic Leader 2-6 Bibliographic 005 Fixed Field 2-8 Bibliographic 006 Fixed Field 2-8 Bibliographic 007 Fixed Field 2-11 Bibliographic 008 Fixed Field 2-14 Variable Fields (MARC Tab) 2-16 880 Fields and Unicode Implementation 2-16 Adding and Editing Variable Fields (MARC Tab) 2-17 Deleting Variable Fields (MARC Tab) 2-20 Entire Row 2-20 Individual Characters 2-21 Variable Fields (MARC Tab) Affecting the WebVoyáge OPAC Display 2-22 Links - Overview 2-22 Links - URL Examples 2-23 Links - Link Text Examples 2-24 Links - Files on a Server Examples 2-24 Links - Image Server Link Examples 2-24 Links - DOI and URN Link Examples 2-25 Links - Verify Hypertext Links for Bibliographic Records 2-25 Links - Table of Contents 2-27 Links - Thumbnail Images 2-27 System Tab 2-27 OK to Export Option 2-28 History Tab 2-29 Sorting the columns 2-30 Lag Time 2-30 Viewing and Editing Line Items from Bibliographic Records 2-30 • Authority Records 2-31 MARC Tab 2-31 Authority Leader 2-32 Authority 008 Fixed Field 2-33 Variable Fields (Authority Record) 2-35 Verify Hypertext Links - Authority Records 2-36 System Tab 2-38 OK to Export Option 2-39 History Tab 2-39 iv Ex Libris Confidential Table of Contents Contents Sorting the columns 2-40 Lag Time 2-40 • Holdings Records 2-41 MARC Tab 2-41 Suppress from OPAC Option 2-42 Holdings Leader 2-43 Holdings 007 Fixed Field 2-45 Holdings 008 Fixed Field 2-48 Variable Fields (MARC Tab) 2-50 Get Call Number from Bib Record 2-51 Workflow Examples 2-51 Setting Up to Use Get Call Number from Bib Record 2-52 Using Get Call Number from Bib Record 2-54 Verify Hypertext Links - Holdings Records 2-57 System Tab 2-58 OK to Export Option 2-59 Bib Title(s) Tab 2-60 History Tab 2-60 Sorting the columns 2-62 Lag Time 2-62 Viewing and Editing Line Items from Holdings Records 2-62 • Item Records 2-62 Checking for Duplicate Barcodes - Item Records 2-63 Header Information 2-64 Location and Type 2-65 Item/Holdings 2-65 Item Details 2-68 Self Check 2-68 Statuses 2-69 Statistical Categories 2-73 3 Creating, Opening, and Viewing Records • Creating and Opening Records 3-1 Creating a Record 3-1 Opening a Record 3-8 From a Work Folder 3-8 Ex Libris Confidential v Cataloging User’s Guide Contents From the OPAC 3-9 Bibliographic Tree 3-9 Importing Records 3-11 Building the 035 3-12 OCLC Control Number Expansion 3-13 Importing Records From a File 3-14 Importing Records From Another Database 3-16 Available Locations 3-17 Selected Locations 3-18 Information About 3-18 Selecting a Database 3-18 Removing a Database 3-19 Exiting the Voyager Connection Options Dialog Box 3-19 Invalid Records 3-25 Accessing Replaced or Deleted Files 3-25 Creating New Bibliographic Records from Image Server 3-26 • Viewing Information 3-28 • Search Dialog Box 3-29 Keyword Tab and Keyword Searching 3-30 Command Line Searching 3-33 Other Keyword Search Considerations/Options 3-34 Index Selection Tab 3-35 Find and Browse Searches 3-39 Heading Searches by Call Number 3-40 Headings Keyword Searches 3-40 Builder Tab and Builder Searching 3-42 History Tab 3-45 • Titles Index Dialog Box 3-46 Search Results List Re-Sort Options 3-49 Re-Sort Configuration Options 3-50 ServerSortList 3-51 ASCIISortList 3-51 ASCIISortColumn 3-52 Considerations for Re-sorting Search Results 3-52 • Holdings Index Dialog Box 3-53 • Headings List Dialog Box 3-55 Reference Information Dialog Box 3-59 Scope Notes 3-60 vi Ex Libris Confidential Table of Contents Contents Narrower Term 3-61 See Also 3-61 Select one or more authority records Dialog Box 3-62 • Perform a Keyword Search 3-63 • Perform an Index Selection Search 3-66 • Perform a Builder Search 3-68 • Access/Review the History Tab 3-71 • Remote Searching 3-72 Remote Databases 3-72 Voyager Connection Options Dialog Box 3-73 Searching Remote Databases 3-74 • User-Defined Alternate Search Button 3-80 • Setting Search Preferences 3-81 Retain Last Search 3-81 Automatic Truncation for Index Selection Searches 3-82 Display Bibliographic Record Directly If Search Results In Only One Title 3-82 • Search Limits 3-82 Search Limits Dialog Box 3-83 Limits.ini File 3-84 Limits Stanza 3-85 Search Limits Stanzas 3-86 Rules for Search Limit Stanzas 3-87 [Language] Stanza 3-87 [Date] Stanza 3-88 [Medium] Stanza 3-89 [Type] Stanza 3-90 [Place] Stanza 3-91 [Status] Stanza 3-92 [Content] Stanza 3-93 [Media] Stanza 3-94 [Carrier] Stanza 3-95 Limiting a Search 3-97 • MFHD-Bibliographic Combined Keyword Search (optional feature) 3-100 Setup 3-102 Search Options 3-103 Search Results Display 3-103 User Considerations 3-103 • Searching in Cataloging Examples 3-104 Ex Libris Confidential vii Cataloging User’s Guide Contents Keyword Search in the Cataloging Module 3-104 Index Selection Search in the Cataloging Module 3-111 Builder Search in the Cataloging Module 3-115 • Additional Options for Displaying a Record - Web Server http POST 3-118 • Viewing and Editing Line Items (Acquisitions in Cataloging) 3-119 System Administration Setup 3-120 A Single Line Item 3-123 Multiple Line Items 3-123 No Line Items 3-124 • Retrieving Records Associated with Other Records 3-125 Retrieve Holdings 3-125 Retrieve Authority 3-127 Retrieve Items 3-127 Retrieve Bibliographic Record (Shortcut) 3-129 • Viewing Holdings Locations 3-130 • Linking and Unlinking Records 3-131 Link Item to Bib 3-131 Relink an Item to a Different Holdings 3-132 Unlinking Holdings and Bib Records 3-133 Copying an Item Record from an Existing Item Record 3-134 4 Changing, Saving, and Printing Information • Changing Information 4-1 Editing a Record 4-1 Bibliographic Records 4-2 Deleting a Record 4-2 Adding a URL to an 856 Field 4-3 Change Owning Library 4-4 • Changing Records with Bibliographic Overlay/Merge in Cataloging 4-5 Record History - Overlay/Merge 4-9 • Saving and Printing Information 4-10 Saving a Record 4-10 Save 4-10 Update Record Alert 4-11 viii Ex Libris Confidential Table of Contents Contents Save As..