Attachment #5718 for bug #6966

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<h1>Cataloging</h1>

<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>

<h2>Adding Records</h2>

<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>

<ul>

<p>If you want to catalog a record based on an existing record at another library</p>

<ul>
	<li>Click 'z39.50 Search'
<ul>
	<li>Search for the item you would like to catalog
<ul>
	<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
</ul>
</li>
	<li>Search targets can be altered by using the Z39.50 Admin area.</li>
	<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha
<ul>
	<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>
	<li>If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results</li>
</ul>
</li>
</ul>
</li>
</ul>

<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>

<ul>
	<li>To expand a collapsed tag click on the tag description</li>
	<li>To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number
<ul>
	<li>If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor</li>
$(document).ready(function(){<br>
$(".tagnum a").hide();<br>
});</li>
</ul>
</li>
	<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.
<ul>
	<li>If this icon appears you must click the icon to the right of the field to search for an existing authority.</li>
	<li>From the results list click 'Choose authority' to bring that into your catalog record</li>
</ul>
</li>
	<li>To duplicate a field click on the 'repeat this tag' icon to the right of the tag
<ul>
	<li>To move subfields in to the right order, click the up arrow to the left of the field</li>
	<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>
	<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>
</ul>
</li>
	<li>To use a plugin click on the icon to the right of the filed
<ul>
	<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>
</ul>

	<li>If you are about to add a duplicate record to the system you will be warned before saving</li>
</ul>
</li>
</ul>

<h2>Editing Records</h2>

<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 and choosing 'Edit Record'</p>

<p>The record will open in the MARC editor</p>

<p>The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace Record via Z39.50' from the Edit menu.</p>

<p>Once you choose that you will be brought to a Z39.50 search window to search other libraries for the record in question.</p>

<p>Once you have made your edits (via either method) you can click 'Save' at the top left of the editor.</p>

<h2>Duplicating Records</h2>



<p>If you would like to merge together multiple records you can do that via the Lists tool.</p>

<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/3.6/en/cataloging.html#catbibs">manual</a> (online).</strong></p>

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<p>The item edit form will appear:</p>

<p>At the very least, if you plan on circulating the item, the following fields should be entered for new items:</p>

<ul>
	<li>2 - Source of classification</li>
	<li>a - Permanent location</li>
	<li>b - Shelving location</li>
	<li>o - Full call number</li>


<p>The edit menu is also where items can be deleted from</p>

<h2>Deleting Items</h2>

<p>There are many ways to delete item records. If you only need to delete one item you can do this by opening up the detail page for the bib record and clicking the 'Edit' button at the top. From there you can choose to 'Edit items'.</p>

<p>You will be presented with a list of items and next to each one will be a link labeled 'Delete'. Click that link and if the item is not checked out it will delete that item.</p>

<p>If you know that all of the items attached to your record are not currently checked out you can use the 'Delete all items' option under the 'Edit menu' and it will remove all items from the record.</p>

<p>Finally you can use the batch delete tool to delete a batch of items.</p>

<p><strong>See the full documentation for Adding/Editing Items in the <a href="http://manual.koha-community.org/3.6/en/catitems.html">manual</a> (online).</strong></p>

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2		2
3	<h1>Merging Items</h1>	3	<h1>Merging Items</h1>
4		4
5	<p style="color: rgb(153, 0, 0);">Important: Merging will only work with two bibliographic records that use the same bibliographic framework.</p>	5	<p style="color: rgb(153, 0, 0);">Important: Merging will only work with two items that use the same bibliographic framework.</p>
6		6
7	<p>The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.</p>	7	<p>The easiest way to merge together duplicate bibliographic records is to add them to a list and use the Merge Tool from there.</p>
8		8
9	<p>From the list, check the two bibliographic records you want to merge. If you choose more than or fewer than 2, you will be presented with an error.</p>	9	<p>From the list, check the two items you want to merge. If you choose more than or fewer than 2, you will be presented with an error</p>
10		10
11	<p>Once you have selected the records you want to merge, click the 'Merge selected records' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.</p>	11	<p>Once you have selected the records you want to merge, click the 'Merge selected items' button. You will be asked which of the two records you would like to keep as your primary record and which will be deleted after the merge.</p>
12		12
13	<p>You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.</p>	13	<p>You will be presented with the MARC for both of the records (each accessible by tabs labeled with the bib numbers for those records). By default the entire first record will be selected, uncheck the fields you don't want in the final (destination) record and then move on to the second tab to choose which fields should be in the final (destination) record.</p>
14		14
Lines 20-23 Link Here
20		20
21	<p style="color: rgb(153, 0, 0);">Important: It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.</p>	21	<p style="color: rgb(153, 0, 0);">Important: It is important to rebuild your zebra index immediately after merging records. If a search is performed for a record which has been deleted Koha will present the patrons with an error in the OPAC.</p>
22		22
		23	<p><strong>See the full documentation for Merging Items in the <a href="http://manual.koha-community.org/3.6/en/stafflists.html#mergebibrecs">manual</a> (online).</strong></p>
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<h1>Moving Items</h1>

<p>Items can be moved from one bibliographic record to another using the Attach Item option</p>

<p>Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu.</p>

<p>Simply enter the barcode for the item you want to move and click 'Select'</p>

<p>If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead.</p>

<p><strong>See the full documentation for Moving Items in the <a href="http://manual.koha-community.org/3.6/en/catitems.html#moveitemrec">manual</a> (online).</strong></p>

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Return to bug 6966

Lines 2-11 Link Here

(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/addbiblio.tt (-18 / +21 lines)
2		2
3	<h1>Cataloging</h1>	3	<h1>Cataloging</h1>
4		4
5	<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>
6
7	<h2>Adding Records</h2>
8
9	<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>	5	<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>
10		6
11	<ul>	7	<ul>
Lines 19-34 Link Here
19	<p>If you want to catalog a record based on an existing record at another library</p>	15	<p>If you want to catalog a record based on an existing record at another library</p>
20		16
21	<ul>	17	<ul>
22	<li>Click 'z39.50 Search'</li>	18	<li>Click 'z39.50 Search'
		19	<ul>
23	<li>Search for the item you would like to catalog	20	<li>Search for the item you would like to catalog
24	<ul>	21	<ul>
25	<li>If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>	22	<li>Tip: If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.</li>
26	</ul>	23	</ul>
27	</li>	24	</li>
28	<li>Search targets can be altered by using the Z39.50 Admin area.</li>	25	<li>Search targets can be altered by using the Z39.50 Admin area.</li>
29	<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha	26	<li>From the results you can view the MARC or Card view for the records or choose to Import them into Koha
30	<ul>	27	<ul>
31	<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>	28	<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>
		29	<li>If you don't find the title you need in your Z39.50 search results you can click the 'Try Another Search' button at the bottom left of your results</li>
		30	</ul>
		31	</li>
32	</ul>	32	</ul>
33	</li>	33	</li>
34	</ul>	34	</ul>
Lines 36-64 Link Here
36	<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>	36	<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>
37		37
38	<ul>	38	<ul>
39	<li>To expand a collapsed tag click on the tag number</li>	39	<li>To expand a collapsed tag click on the tag description</li>
40	<li>To get help from the Library of Congress on a MARC tag click the question mark (?) to the right of each field number	40	<li>To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number
41	<ul>	41	<ul>
42	<li style="background-color: #ffe599">If you think this is an unwanted feature, you could add the following JavaScript to your intranetuserjs system preference:	42	<li>If you feel that this clutters the screen you can hide the question marks by unchecking the box next to the 'Show MARC tag documentation links' note at the top right of the editor</li>
43	$(document).ready(function(){<br>
44	$(".tagnum a").hide();<br>
45	});</li>
46	</ul>	43	</ul>
47	</li>	44	</li>
48	<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.	45	<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.
49	<ul>	46	<ul>
50	<li>If this icon appears you must click the ellipse to the right of the field to search for an existing authority.</li>	47	<li>If this icon appears you must click the icon to the right of the field to search for an existing authority.</li>
51	<li>From the results list click 'Choose authority' to bring that into your catalog record</li>	48	<li>From the results list click 'Choose authority' to bring that into your catalog record</li>
52	</ul>	49	</ul>
53	</li>	50	</li>
54	<li>To duplicate a field click on the + (plus sign) to the right of the tag	51	<li>To duplicate a field click on the 'repeat this tag' icon to the right of the tag
55	<ul>	52	<ul>
56	<li>To move subfields in to the right order, click the up arrow to the left of the field</li>	53	<li>To move subfields in to the right order, click the up arrow to the left of the field</li>
57	<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>	54	<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>
58	<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>	55	<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>
59	</ul>	56	</ul>
60	</li>	57	</li>
61	<li>To use a plugin click on the ... (ellipse) to the right of the filed	58	<li>To use a plugin click on the icon to the right of the filed
62	<ul>	59	<ul>
63	<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>	60	<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>
64	</ul>	61	</ul>
Lines 68-82 $(".tagnum a").hide();<br> Link Here
68	<li>If you are about to add a duplicate record to the system you will be warned before saving</li>	65	<li>If you are about to add a duplicate record to the system you will be warned before saving</li>
69	</ul>	66	</ul>
70	</li>	67	</li>
71	</ul>	68	</ul>
72		69
73	<h2>Editing Records</h2>	70	<h2>Editing Records</h2>
74		71
75	<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>	72	<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 and choosing 'Edit Record'</p>
76		73
77	<p>The record will open in the MARC editor</p>	74	<p>The record will open in the MARC editor</p>
78		75
79	<p>Once you have made your edits you can click 'Save' at the top of the editor.</p>	76	<p>The alternative is to search via Z39.50 to overlay your record with a fuller record found at another library. You can do this by choosing 'Replace Record via Z39.50' from the Edit menu.</p>
		77
		78	<p>Once you choose that you will be brought to a Z39.50 search window to search other libraries for the record in question.</p>
		79
		80	<p>Once you have made your edits (via either method) you can click 'Save' at the top left of the editor.</p>
80		81
81	<h2>Duplicating Records</h2>	82	<h2>Duplicating Records</h2>
82		83
Lines 88-91 $(".tagnum a").hide();<br> Link Here
88		89
89	<p>If you would like to merge together multiple records you can do that via the Lists tool.</p>	90	<p>If you would like to merge together multiple records you can do that via the Lists tool.</p>
90		91
		92	<p><strong>See the full documentation for Cataloging in the <a href="http://manual.koha-community.org/3.6/en/cataloging.html#catbibs">manual</a> (online).</strong></p>
		93
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(-)a/koha-tmpl/intranet-tmpl/prog/en/modules/help/cataloguing/additem.tt (-7 / +9 lines)
6		6
7	<p>The item edit form will appear:</p>	7	<p>The item edit form will appear:</p>
8		8
9	<p>At the very least, the following fields should be entered for new items:</p>	9	<p>At the very least, if you plan on circulating the item, the following fields should be entered for new items:</p>
10		10
11	<ul>	11	<ul>
12	<li>8 - Collection code</li>	12	<li>2 - Source of classification</li>
13	<li>a - Permanent location</li>	13	<li>a - Permanent location</li>
14	<li>b - Shelving location</li>	14	<li>b - Shelving location</li>
15	<li>o - Full call number</li>	15	<li>o - Full call number</li>
Lines 47-60 Link Here
47		47
48	<p>The edit menu is also where items can be deleted from</p>	48	<p>The edit menu is also where items can be deleted from</p>
49		49
50	<h2>Moving Items</h2>	50	<h2>Deleting Items</h2>
51		51
52	<p>Items can be moved from one bibliographic record to another using the Attach Item option</p>	52	<p>There are many ways to delete item records. If you only need to delete one item you can do this by opening up the detail page for the bib record and clicking the 'Edit' button at the top. From there you can choose to 'Edit items'.</p>
53		53
54	<p>Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu.</p>	54	<p>You will be presented with a list of items and next to each one will be a link labeled 'Delete'. Click that link and if the item is not checked out it will delete that item.</p>
55		55
56	<p>Simply enter the barcode for the item you want to move and click 'Select'</p>	56	<p>If you know that all of the items attached to your record are not currently checked out you can use the 'Delete all items' option under the 'Edit menu' and it will remove all items from the record.</p>
57		57
58	<p>If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead.</p>	58	<p>Finally you can use the batch delete tool to delete a batch of items.</p>
		59
		60	<p><strong>See the full documentation for Adding/Editing Items in the <a href="http://manual.koha-community.org/3.6/en/catitems.html">manual</a> (online).</strong></p>
59		61
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0	-	1	[% INCLUDE 'help-top.inc' %]
		2
		3	<h1>Moving Items</h1>
		4
		5	<p>Items can be moved from one bibliographic record to another using the Attach Item option</p>
		6
		7	<p>Visit the bibliographic record you want to attach the item to and choose 'Attach Item' from the 'Edit' menu.</p>
		8
		9	<p>Simply enter the barcode for the item you want to move and click 'Select'</p>
		10
		11	<p>If you want to move all items to a new record creating only one bibliographic record you can use the Merge Records tool instead.</p>
		12
		13	<p><strong>See the full documentation for Moving Items in the <a href="http://manual.koha-community.org/3.6/en/catitems.html#moveitemrec">manual</a> (online).</strong></p>
		14
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