Horizon 7.5.2 Cataloging User Guide September 2012 © 1995-2012 SirsiDynix. All rights reserved. The processes and all the routines contained herein are the proprietary properties and trade secrets of SirsiDynix. Except as provided by license agreement, this manual shall not be duplicated, used or disclosed for any purpose or reason, in whole or in part, without the express written consent of SirsiDynix. The information in this document is subject to change without notice and should not be construed as a commitment by SirsiDynix. SirsiDynix grants the right of copying the enclosed material solely for the internal business use of the end user if (1) this document has been obtained by purchase or by license agreement in conjunction with SirsiDynix products, and (2) this copyright statement is included with each copy. All other copying or distribution is strictly prohibited. Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in sub-paragraph (b)(3) of the Rights in Technical Data and Computer Software clause in DFARS 252.227-7013. Rights for non-DOD U.S. Government departments and Agencies are as set forth in FAR 52.227-19(c)(1,2). Sirsi®, WebCat®, Vizion®, WorkFlows®, Unicorn®, UnicornECOLE®, UnicornOASIS®, UnicornSTILAS®, Site Source®, DRA®, DRA Net®, Inlex®, MultiLIS®, Taos®, JurisLink™, Corinthian®, Dynix®, URSA®, Horizon™, Remote Patron Authentication™, and TeleCirc™ are trademarks of SirsiDynix. Other product and company names herein may be the trademarks of their respective owners. All titles, versions, trademarks, claims of compatibility, etc., of hardware and software products mentioned herein are the sole property and responsibility of the respective vendors. SirsiDynix makes no endorsement of any particular product for any purpose, nor claims responsibility for its operation and accuracy. This document is compatible with Horizon 7.5.2. Information in this document may also be compatible with later versions. 09/2012 Contents About this guide . xi Summary of contents . xii Conventions used in this guide . xii Symbols. xiii Mouse conventions . xiii Keyboard conventions . xiii Other conventions. xiv Possible differences between the software and this guide . xiv Documentation updates . xiv Comments and suggestions. xv . xv Chapter 1: Getting Started . 1 Horizon Basics . 1 Starting a Horizon Process. 2 Starting a Horizon Process Using a Mouse . 3 Starting a Horizon Process Using a Keyboard . 3 Customizing the Launcher . 4 Cataloging Basics . 5 Cataloging Processes . 6 Cataloging Security . 7 Passkey Privileges for Cataloging . 7 Role Privileges for Cataloging. 8 Overview of Cataloging Tasks . 9 Chapter 2: Customizing the MARC Editor. 11 About the MARC Editor . 11 Opening the Customize Editor . 12 Customizing General Options. 13 Changing the Default View . 13 Choosing Automatic Linking between Records . 18 Choosing the Default Authority Link Type . 19 Activating Error Checking in Records. 21 Changing Profile Options . 23 Setting a Browse Link Flavor . 23 Choosing the Import Source for Bib-to-Bib Linking . 24 Choosing a Merge Profile . 25 iii Contents Choosing a Background Display . 26 Changing Font Options . 27 Changing Default Font Options . 28 Changing the Font Size Temporarily. 28 Choosing Field Options. 29 Choosing Spacing Options . 32 Customizing Keyboard Shortcuts . 34 Changing Delimiters . 35 Chapter 3: MARC Editing . 39 About MARC Editing . 39 About MARC Records . 39 Understanding Tags and Fields. 40 Understanding Indicators . 41 Understanding Subfields . 42 Understanding Validity and Repeatability of Tags, Indicators, and Subfields . 42 Opening a MARC Record . 43 Creating a New MARC Record. 44 Opening an Existing MARC Record . 44 Navigating in a MARC Record. 45 Using Catalog Context Links . 46 . 47 Adding a Component to a MARC Record . 47 Adding a Non-Linking Tag to a Record . 47 Adding a Link Tag to a Bib Record. 48 Adding an Authority-Controlled Tag . 49 Changing the Authority Link Type for an Individual Tag . 52 Creating a Link to an Internet Location . 53 Creating a Link to a Stored Multimedia File with a 958 Tag . 54 Linking Authority-Controlled Records to Bib Records . 56 Breaking a Link Using the Unlink Command . 59 Troubleshooting Problems with Linking . 60 Adding a Subfield to a Tag . 61 Editing a MARC Record. 62 Editing the Header . 63 Editing Information in a MARC Record. 63 Cutting, Copying, Pasting, and Deleting Information in a MARC Record. 64 Editing Components of a MARC Record . 64 Moving Tags in a MARC Record . 66 Editing Call Number Fields in Bib, Copy, and Item Records . 66 Editing Text to Control the Sort Order of Records . 67 Entering Special Characters. 68 Checking the Spelling in a MARC Record . 75 iv Contents.