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<!-- TMPL_INCLUDE NAME="help-top.inc" --> |
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<!-- TMPL_INCLUDE NAME="help-top.inc" --> |
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<h1>Cataloging</h1> |
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<h1>Cataloging</h1> |
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<p> |
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Cataloging in Koha can be done one of two |
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<p>Before you start cataloging in Koha you're going to want to do some basic setup. Refer to the Implementation Checklist for a full list of these things. Most importantly you're going to want to make sure that your Frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.</p> |
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ways. This manual will explain how to use the labeled MARC view for |
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cataloging. The other way to catalog is to use the ‡bilbios cataloging |
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<h2>Adding Records</h2> |
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plugin. |
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</p> |
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<p>Records can be added to Koha via original or copy cataloging. If you would like to catalog a record using a blank template</p> |
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<h2>Adding a Bib Record<br /> |
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</h2> |
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<p> |
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To |
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catalog a new record, you need to be in Koha's 'Cataloguing' module. |
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You can find this module in your global nav at the top of the screen, |
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under the 'More' dropdown list. |
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</p> |
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<ul> |
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<ul> |
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<li> |
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<li>Click 'New Record' |
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Start by searching the catalog to see if your item is already in the system</li> |
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<li> |
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If 'no results found', click on 'New Record' and choose a 'framework' from the dropdown box. </li> |
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<li style="background-color: #ffe599">TIP: Choose 'default' if you have not yet created a new framework |
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<ul> |
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<li>To create a framework you must go into the administration section |
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<ul> |
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<li><em>Get there: </em>More > Administration > MARC Bibliographic Framework |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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<ul> |
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<ul> |
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<li style="background-color: #ffe599">TIP: To quick start copy cataloging, instead of clicking the 'New Record' button, click the 'Z30.50 Search' button to search for a record from another target.</li> |
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<li>Choose the framework you would like to base your record off of</li> |
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<li>From the 'Add MARC Record' page, you have two options for cataloging new records</li> |
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</ul> |
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</ul> |
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<ul> |
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</li> |
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<li> |
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<ul> |
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<li>Original cataloging OR |
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</li> |
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</ul> |
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<ul> |
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<li>Copy cataloging using the Koha's Z39.50 search |
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<ul> |
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<li style="color: #990000">IMPORTANT: You must first set up Z39.50 Search Targets |
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<ul> |
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<li><em>Get there: </em>More > Administration > Additional parameters > Z39.50 Client Targets</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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<h2> |
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Original Cataloging</h2> |
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<p>If you want to catalog a record based on an existing record at another library</p> |
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<ul> |
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<li>Click 'z39.50 Search'</li> |
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<li>Search for the item you would like to catalog |
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<ul> |
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<ul> |
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<li> |
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<li>If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li> |
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Use the numerical tabbed interface to go through your MARC record |
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<ul> |
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<li>TIP: 1xx fields will be found under tab 1, 2xx fields will be found under tab 2, etc</li> |
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</ul> |
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</li> |
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<li>To help with your original cataloging, Koha has some built in plugins denoted by an ellipsis (...) at the end of the field. <br /> |
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<ul> |
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<li>Some of these will automatically enter the data just by clicking in the text field, others require that you click on the '...' |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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<h3>Leader Plugin</h3> |
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</li> |
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<strong> |
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<li>Search targets can be altered by using the Z39.50 Admin area.</li> |
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</strong> |
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<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha |
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<ul> |
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<ul> |
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<li>The Leader is a fixed field at the beginning of each MARC |
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<li>In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it</li> |
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record that contains coded information for the processing of the |
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record. |
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</li> |
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<li>Koha has no need for Leader information and does not use |
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it. However, Koha can store Leader data, and can help you build your |
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own Leader data.</li> |
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<li> |
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When you create (or edit) bibliographic records, clicking on the '...' |
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to the right of the Leader field will open a pop-up window to guide you |
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through the creation of your MARC Leader.</li> |
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<li>Make the appropriate choices from the pull-down menus, and Koha will |
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create the encoded Leader data and insert it into your 000@ subfield. </li> |
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<li>You now have Leader data stored with your records, should you ever need |
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it for some other application.</li> |
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</ul> |
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</ul> |
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<h3>Adding Additional Fields</h3> |
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</li> |
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</ul> |
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<p>Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging</p> |
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<ul> |
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<li>To expand a collapsed tag click on the tag number</li> |
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<li>To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number |
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<ul> |
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<ul> |
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<li>When editing MARC fields you can duplicate fields (that are repeatable) by clicking the plus (+) next to the field or subfield<br /> |
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<li style="background-color: #ffe599">If you think this is an unwanted feature, you could add the following JavaScript to your intranetuserjs system preference: |
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<ul> |
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$(document).ready(function(){<br> |
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<li>When clicking plus (+) it will automatically duplicate the data in the field into a new field</li> |
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$(".tagnum a").hide();<br> |
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<li>When |
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});</li> |
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clicking minus (-) it will delete the field or subfield if there is |
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another of the same field or subfield. If you click minus (-) when |
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there are no other repeats of the field or subfield it will delete the |
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field contents.</li> |
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</ul> |
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</li> |
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<li>By default subfields will appear |
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in alphabetical order. You can move these fields to the right order by |
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clicking the ^ to the left of the subfield |
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</li> |
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</ul> |
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</ul> |
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<h3><strong>Authority Plugin</strong></h3> |
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</li> |
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<li>Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field. |
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<ul> |
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<ul> |
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<li>Some fields (such as the 100) offer Authority Plugins</li> |
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<li>If this icon appears you must click the ellipse to the right of the field to search for an existing authority.</li> |
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<li>Click the '...' to the left of the field</li> |
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<li>From the results list click 'Choose authority' to bring that into your catalog record</li> |
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<li> |
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Search for the authority |
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</li> |
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<li> |
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Click 'choose' next to the matching record and it will auto fill the fields in your MARC record<br /> |
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</li> |
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</ul> |
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</ul> |
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<h2> |
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</li> |
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<strong> Using Z39.50 for Copy Cataloging</strong></h2> |
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<li>To duplicate a field click on the + (plus sign) to the right of the tag |
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<p> |
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To perform a Z39.50 search |
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</p> |
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<ul> |
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<ul> |
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<li>Enter data into at least one of the following MARC fields |
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<li>To move subfields in to the right order, click the up arrow to the left of the field</li> |
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<ul> |
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<li>To duplicate a subfield click on the clone icon (to remove a copied field, click the delete clone icon) to the right of the field</li> |
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<li>Title - 245</li> |
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<li>To remove a subfield (if there is more than one of the same type), click the - (minus sign) to the right of the field</li> |
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<li>ISBN - 020</li> |
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<li>ISSN - 022</li> |
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<li>Author - 100</li> |
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</ul> |
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</li> |
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<li> |
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Click 'Z39.50 Search'</li> |
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<li> |
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Alter your search and choose Z39.50 targets from the pop-up window |
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</li> |
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<li> |
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TIP: First make sure you have set up your Z39.50 search targets |
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<ul> |
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<li> |
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<em>Get there: </em>More > Administration > Additional Parameters > Z39.50 Client Targets |
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</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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</li> |
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<li>To use a plugin click on the ... (ellipse) to the right of the filed |
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<ul> |
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<ul> |
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<li>Click on 'import' to import the record of your choice.</li> |
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<li>Some fixed fields have editors that will change based on the material type you're cataloging (for example the 006 and the 008 fields)</li> |
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<li> |
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Koha |
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will auto-fill the fields in your new MARC record with the values |
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supplied by the record you've just imported from the Z39.50 search. |
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</li> |
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<li> |
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You can now add/edit fields to the record. |
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</li> |
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Click 'Save' when you are done. |
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</li> |
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</ul> |
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</ul> |
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<h2>Editing a record</h2> |
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</li> |
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<p> |
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<li>Once you've finished, click the 'Save' button at the top and choose whether you want to save and view the bib record you have created or continue on to add/edit items attached to the record |
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Editing a record is mostly the same as adding |
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a record except that you will find that your fields will only display |
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the subfields that you entered data in. When adding a new record you |
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will see this for a 650 field. |
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</p> |
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<p> |
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When editing you will only see |
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</p> |
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<p> |
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To show all possible subfields in the framework, click on the text of the MARC field |
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</p> |
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<h2>Deleting Records</h2> |
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<ul> |
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<ul> |
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<li style="background-color: #ffe599">TIP: To delete a BIB Record, first delete all holdings |
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<li>If you are about to add a duplicate record to the system you will be warned before saving</li> |
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(items) attached to the bib. </li> |
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<li>Select Delete from the Edit dropdown |
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menu in the normal view of the record. <br /> |
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<ul> |
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<li>Note: the delete option on the |
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Edit dropdown menu will be grayed out when holdings exist. It will only |
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allow you to delete the bib record after all the holdings (items) have |
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been deleted.</li> |
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</ul> |
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</li> |
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</ul> |
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</ul> |
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</li> |
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</ul>
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<h2>Questions<br /> |
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<h2>Editing Records</h2> |
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</h2> |
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<h3>"I searched on the MARC record I just added, and no results were found"</h3> |
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<p> |
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If your catalog changes aren't visible in search results, it is because |
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of the indexing process. Indexing can take anywhere from 1 minute to 4 |
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hours, depending on the load. If you do not see the new records by the |
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following day, (24hrs) contact your system administrator. <br /> |
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</p> |
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<h3>How to reorder my subject heading subfields so they appear in the proper order?</h3> |
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<p> |
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By default Koha alphabetizes your 6xx subfields, but you can easily |
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move them around by clicking on the arrow on the left hand side of the |
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subfield. This will allow you to put the headings in the order that |
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best suits your item. |
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</p> |
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<h3>Can I duplicate a record in my system to do some copy cataloging?<br /> |
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</h3> |
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<ul> |
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<p>To edit a record you can click 'Edit Biblio' from the search results on the cataloging page or by clicking the Edit button on the Bibliographic Record.</p> |
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<li>Search for the record you'd like to copy</li> |
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<li>Choose the record by clicking on the title</li> |
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<p>The record will open in the MARC editor</p> |
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<li>Click on 'Edit'</li> |
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<li>Choose to 'Edit as New (Duplicate)'</li> |
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<p>Once you have made your edits you can click 'Save' at the top of the editor.</p> |
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<li>After editing your record, click 'Save'</li> |
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<li>You will be warned that this record was a duplicate</li> |
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<h2>Duplicating Records</h2> |
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<li>Choose 'No' to save this as a new record</li> |
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</ul> |
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<p>Sometimes a copy of the record you need to catalog can't be found via Z39.50. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click 'Edit as New (Duplicate)' from the Edit menu on the Bibliographic Record</p> |
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<p>This will open a new MARC record with the fields filled in with the values from the original Bibliographic Record.</p> |
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<h2>Merging Records</h2> |
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<h3>How do I overlay a full |
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<p>If you would like to merge together multiple records you can do that via the Lists tool.</p> |
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bib record over the brief one that was added at acquisitions?</h3> |
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<p> |
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The librarian added orders using the form in Koha, then |
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'received' them on that brief record. Is there a way to download the full record right in acquisitions so |
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that the item gets attached to that full record? Or if not that, a way |
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to replace the brief record with a complete one?</p> |
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<p>Search for the partial record in your catalog and then go to Edit > |
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Edit Record and from there you can do a Z39.50 search to pull in a more |
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full record or you can do your full cataloging there. |
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</p> |
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<p> |
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</p> |
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<!-- TMPL_INCLUDE name="help-bottom.inc" --> |
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<!-- TMPL_INCLUDE name="help-bottom.inc" --> |