Destiny Import Titles Set-up

Transcription

1 Destiny Import Titles Set-up July 28, 2008 The following are step-by-step instructions for setting up your site to import titles and copies. This guide will provide you with steps to set up your circulation types, call number patterns, barcode symbologies, barcode ranges, and the MARC record import process. These steps should be completed before the first MARC record is imported. Dwight Bailey Library Media Services 1

2 Destiny Import Titles Set-up 1. Circulation Types If not already done, circulation types should be set up. There should be at least two circulation types, which are associated with patron types as follows: Regular, which is the default circulation type, and has been set up and Reference, used for limiting circulation for expensive or hard to replace materials. The following three screen shots detail the process of setting up the Reference circulation type. Other circulation types can be set-up as well, but for simplicity s sake, the number should be limited. From the Back Office Select the Library Policies link Click on the Circulation Types tab Dwight Bailey dbailey@dadeschools.net Library Media Services 2

3 From the Circulation Types window, click on the Add Circ. Type button Add a Circulation Type name Set up the desired Loan Period Set up the desired Fine increment Adjust the Checkout Limits and Loan Periods for your Patron Types Remove Fine Increments and Max Fine amounts from the Patron Types to which you don t want to attach fines Dwight Bailey dbailey@dadeschools.net Library Media Services 3

4 2. Call Number Patterns Next, the call number patterns should be set-up. This will allow multiple call number types to be associated with their corresponding circulation type. If this isn t set up, all items will be imported with the same circulation type whether it is reference material or not. Each item that received the incorrect circulation type during import would then need to be corrected manually, one by one. The following four screen shots describe the process of setting up the reference call number patterns. From the Catalog tab Click on the Import Titles link Click on the Update button beside the Assign Copy Information section Click on the Update button Dwight Bailey dbailey@dadeschools.net Library Media Services 4

5 Click on the Reference Edit button Add potential call number prefixes that a vendor might send. Cataloging specifications for Reference call for an R, but in case a vendor doesn t follow the specifications, add several other potential ones. *(If vendors don t follow M-DCPS specs, please contact Library Media Services.) When finished, click on the Save button 3. Assign Barcode Symbology Before assigning barcode ranges, the symbology used should be set up. The following screen shot explains the steps required to add you barcode ranges. Dwight Bailey dbailey@dadeschools.net Library Media Services 5

6 From the back office Click on the Site Configuration link Select Allow library materials to circulate to all patrons in the district Under the Preferred Barcode Symbologies section choose Generic Code 39 for Library Materials Under Fixed Characters, put the number 3 followed by your location code. Total length should be set to 14 Label these fields like this. All three will be populated in secondary schools and only 3 and 5 in elementary schools. Click on the Save button when complete 4. Assign Barcode Ranges Destiny now allows you to assign barcode ranges to vendors. This has a double benefit by creating a vendor list that can be used during the import process as well as keeping track of your assigned barcodes. The following three screen shots explain the steps required to add you barcode ranges. Dwight Bailey dbailey@dadeschools.net Library Media Services 6

7 Click on the Back Office tab Click on the Site Configuration link Click on the Site Administration tab Click on the Library Vendors edit icon Enter the vendor name Enter the first barcode number assigned to vendor Enter the number of barcodes assigned Click on the Save button Dwight Bailey Library Media Services 7

8 5. Import Records Finally, the information added can now be used during the MARC record import process. The following three screen shots provide step by step instructions on how an import job should be set up. From the Catalog tab Click on the Import Titles link Click on the Update button Dwight Bailey Library Media Services 8

9 Select the Based on Call Number Prefix option set up previously Select Vendor from the drop-down menu Select Funding Source from the drop-down menu When finished, click on the OK button Note: Funding sources can be added by clicking on the Other button. The program number is sufficient to identify the funds used. Review the information to be sure it is correct Browse for the microlif.001 file that will be imported Click on either the Preview or Import button Be sure to check your Import Titles job in your Job Manager to check for errors and to compare it to your packing slip. Dwight Bailey Library Media Services 9