Cataloging Tools Training

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Marylou Cummings
5 years ago
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1 Cataloging Tools Training

2 Training Outline System requirements Catalog a single record Batch cataloging Using sets and filters

3 System Requirements Supported File Types Images.png (with alpha transparency),.jpg,.jpeg,.tif,.tiff,.mov(qtvr),.jp2,.cr2,.gif Video.asf,.qt,.mov,.mpg,.mpeg,.avi,.wmv,.mp3,.mp4,.m4v,.3gp Audio.mp3,.wav Documents.doc,.ppt,.xls,.pdf,.docx,.pptx,.xlsx Other Requirements High-Speed Internet Connection Cookies enabled The following plugins are updated frequently: QuickTime 7.6.X (Firefox and Safari only) Flash Player 10.X

4 System Requirements Supported Browsers Platform Operating System Browsers Windows Windows XP Firefox 3.5+ Windows Vista Firefox 3.5+Chrome 18+ Windows 7 Firefox 3.5+ Chrome 18+ Windows 8 Firefox 3.5+ Chrome 18+ Windows 10 Firefox 3.5+ Chrome 18+ OS 10.6 (Snow Leopard) Firefox 5.0+ Chrome 18+ OS 10.7 (Lion) Safari 6.0+ Firefox 5.0+ Chrome 18+ OS 10.8 (Mountain Lion) Safari 6.0+ Firefox 5.0+ Chrome 18+ OS 10.9 (Mavericks) Safari 9.0+ Firefox 5.0+ Chrome 18+ OS (Yosemite) Safari 9.0+ Firefox 5.0+ Chrome 18+ OS (El Capitan) Safari 9.0+ Firefox 5.0+ Chrome 18+ Macintosh

5 Your Content and Forum s Infrastructure

6 Sharing Your Content

7 Workflow # 1 Catalog and publish a single A faculty member has one image she needs to make record. sends you the file and metadata. You must upload the available to her students as soon as possible. She file, enter cataloging data, and publish the record so her students can find and use it.

8 Orientation - Asset Panel PROJECTS PANEL ASSET PANEL

9 Orientation - Upload Media UPLOAD MEDIA

10 Orientation - Asset Panel DOUBLE CLICK TO EDIT A RECORD

11 Item Record - Cataloging Screen RECORD TABS ADVANCE TO NEXT RECORD CHOOSE CATALOGING SCREEN CLICK IMAGE TO ENLARGE

12 Item Record - Field Types TEXT FIELD LINKED FIELD LIST FIELD TEXT FIELD

13 List Fields Search for term(s) Select one term or multiple terms using Ctrl/Command+Click or Shift+Click and select Link.

14 List Fields Controlled List Training To learn how to add new terms to controlled lists and create or manage controlled lists, please sign up for our Controlled Lists Training on our support site. LIST TERM

15 Linked Fields LINKED FIELD

16 Linked Fields Available Integrated Authorities: Shared Shelf Names Getty Art and Architecture Thesaurus Getty Thesaurus of Geographic Names CLICK BOOK ICON TO ACCESS LINKED AUTHORITIES

17 Linked Fields - Integrated Authorities Accessing Shared Shelf Names

18 Linked Fields - Integrated Authorities Accessing Shared Shelf Names RESULTS LIST Choose from options to: Link Only Link and Append Link and Overwrite

19 Linked Fields LINKED FIELD LINK TO SHARED SHELF NAMES AND ULAN ID IN RECORD

20 Linked Fields - Integrated Authorities CREATE A NEW NAME

21 Linked Fields - Integrated Authorities Name Record: Save & Link Name Record to Display Record Update local name records and push changes to all linked display records

22 Linked Fields - External Authorities CLICK LINK TO ACCESS AUTHORITY External Authorities: Access any resource available on the Web and enter Term and Identifier in the Item Record

23 Publishing Publish to one or several targets: Institutional Collection in Artstor Public Collection in Artstor & Shared Shelf Commons Omeka collection

24 Demo of Workflow # 1 Catalog and publish a single A faculty member has one image she needs to make record. sends you the file and metadata. You must upload the available to her students as soon as possible. She file, enter cataloging data, and publish the record so her students can find and use it.

25 A faculty member has a group of study materials Workflow # 2 including images, videos, and documents she needs to make available to her students before an exam. She sends you the files and metadata. You must upload the Catalog and publish multiple records. files, enter cataloging data, and publish the records so her students can find and use them. She would also like her assistant to be able to access the files in Forum. You must create a set for her assistant to find them easily.

26 Catalog & Publish Multiple Records UPLOAD MEDIA

27 Upload Multiple Records

28 Batch Cataloging Select several records for bulk editing: Hold down Shift or Control when selecting Right-click Edit or click Edit at the top of the screen

29 Batch Cataloging MULTIPLE RECORDS SELECTED Enter data for multiple items at once. Deselect items to enter image-specific data.

30 Catalog Multiple Records Using Master Record SET AS MASTER RECORD Enter data for one item. Click Set as Master Record using tab or under the Options menu.

31 Catalog Multiple Records Using Master Record PASTE FROM MASTER RECORD After pasting master record data, enter image-specific data.

32 Organize Your Work with Sets ADD TO NEW OR EXISTING SET ADD TO NEW OR EXISTING SET

33 Organize Your Work with Sets NAME SET SELECT ACCESSIBILITY

34 A faculty member has a group of study materials Demo of Workflow # 2 including images, videos, and documents she needs to make available to her students before an exam. She sends you the files and metadata. You must upload the Catalog and publish multiple records. files, enter cataloging data, and publish the records so her students can find and use them. She would also like her assistant to be able to access the files in Forum. You must create a set for her assistant to find them easily.

35 Workflow # 3 Catalog records using Excel. A faculty member has some basic data in Excel and will give you the corresponding images later. You must upload the data, enter any additional cataloging information needed, and later upload the images.

36 Bulk Cataloging Using Excel ACCESS EXCEL OPTIONS SELECT FILE AND IMPORT

37 Bulk Cataloging Using Excel ENTER NEW IN SSID FIELD

38 Bulk Cataloging Using Excel NEW RECORDS CREATED IN SHARED SHELF

39 Bulk Cataloging Using Excel FILENAMES MATCH RECORDS IN SHARED SHELF

40 Organizing Your Work with Filters FILTER RECORDS BASED ON YOUR DATA VALUES

41 Organizing Your Work with Filters

42 Organizing Your Work with Filters SAVED FILTERS APPEAR HERE All results matching the saved filter criteria will appear in the display panel.

43 Demo of Workflow # 3 Catalog records using Excel. A faculty member has some basic data in Excel and will give you the corresponding images later. You must upload the data, enter any additional cataloging information needed, and later upload the images.

44 Support Site: Contact us! Phone: (212) Discussion list: Send a blank message to jf-discuss+subscribe@ithaka.groups.io LibGuides:

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