Cataloging Properties. Symphony Workflows

Transcription

1 Cataloging Properties Symphony Workflows New properties are in Bold. Last Updated August 5, 2010 Cataloging Properties for Symphony Workflows 3.3

2 Contents Introduction...4 Call Number and Item Maintenance Behavior...5 Helpers...6 Item Search and Display...6 Behavior Helpers...7 Display Bibliographic Description Helper...7 Configure Options for Item Search...8 Call Number Browse...8 Display/Order of libraries...8 Record View...8 Call Number/Item Order...8 Advanced Search...8 Add Title Behavior...9 Helpers...10 Modify Title Helpers...10 Duplicate Title Helpers...12 Delete Title, Call Numbers, or Items Behavior...12 Helpers

3 Display Bibliographic Description Helper...13 Add Items Behavior...14 Helpers...14 Edit Item...15 Behavior Helpers...15 Global Item Modification Behavior...15 Helpers...16 Change Item ID...16 Item Search Behaviors...16 Item Search

4 Introduction Be sure to check your property settings in cataloging immediately after upgrading your Workflows client to Symphony. New Properties are in Bold. You must be logged in as TECH or ACQTECH to make and save property changes. To view and change property settings, you must right click on the wizard. 4

5 Call Number and Item Maintenance KEYWORD Index Select your preferred search index Display View Pane MARC View Descriptive View Display fixed fields Display descriptive labels (for entries) Select your library Class Scheme Dewey or DeweyPer except for BCC and Mass Maritime Academy Shadow Call Number Show Shelving key Item tree display collapsed Select this option Item tree display expanded Display Staff note on item list Display Public note on item list Home Location Permanent Circulate Shadow Price $ Item Category 1 Item Category 2 Media Desk Leave blank Tab Display Preference Select Bibliographic Behavior Search list type Add Call Number Prompt for library when adding call number Auto-generate temporary XX call numbers Add item when adding a new call number Add item Auto-generate item ID when adding item Modify existing call number Modify existing item Delete call number Delete item Delete items with a charge history Search by or search group - unless you are adding for a branch 5

6 Set current location to Available_Soon Print labels for new items Helpers Print labels Print preview labels List catalog by call number Item Search and Display Behavior Search by library or search library group Search library list All Index Display View Pane MARC View Descriptive View Display Fixed Fields Display descriptive labels (for entries) Show Shelving key Item tree display collapsed Item tree display expanded Display Staff note on item list Display Public note on item list Show Bookings Show Holdings Show Serial Control Show bills Bills type Show orders Orders type Show checkouts Charge ownership outs type KEYWORD Select your preferred search index Select this option All Libraries Unpaid Full access to all libraries All Owning All Libraries Active 6

7 Show Holds type Holds Show Selection lists Folder Status Tab Display Preferences Placed at All Libraries All Full access to all libraries None Bibliographic Helpers Display Bibliographic Description Print labels Preview Print labels Configure options for Item Search Advanced search Click on configure button to set more defaults Click on configure button to set more defaults Click on configure button to set more defaults Display Bibliographic Description Helper Entries Shadow Display Descriptive labels (for entries) Display Numeric tags (for entries) All Call Numbers All Items Marc Holdings Bound-with Fixed fields Order Summary Full access to all Libraries All Both 7

8 Configure Options for Item Search Publication Year Format Item Location Item Category 1 Item Category 2 Language Shadow Sort by All Both None Call Number Browse Call Number Browse Display/Order of libraries Name Description None Dewey except for BCC and Mass Maritime Academy Default Record View Review view Entries Marc Holdings Leave blank Call Number/Item Order Ascending Descending Advanced Search Presentation type Advanced search preferences Single field or Advanced search (binocular search) Choose up to eight indexes to display when using the advanced search option 8

9 Add Title Display property page at wizard start up should be selected. Format Entries template Shadow title Entries Add item when creating title MARC view Descriptive view Display fixed fields Display descriptive labels (for entries) Class scheme Shadow Call number Show shelving key Home Location Permanent Circulate Shadow item Price Item Category 1 Item Category 2 Media Desk Tab Display Preference Behavior Add Call Number Prompt for library when adding a new call number Auto-generate temporary XX call numbers Add Item when adding a new call number Add Item Auto-Generate item ID when adding item Delete call number Delete item Maintain MARC holdings ISXN warnings must be acknowledged Disable diacritic keyboard shortcuts Set current location of new items to Available soon Print labels for new items MARC-OO, SERIAL-00 or MUSEUMPASS TEMPLATE Leave blank Select your library Dewey or DeweyPer except for BCC and Mass Maritime Academy Leave blank Bibliographic unless you add copies for branches 9

10 Helpers Validate headings Print labels Print preview labels List catalog by item number Add Subfield Delimiter/code Modify Title Display property page set to Never Index MARC View Descriptive View Add Empty entries Display Fixed Fields Display descriptive labels (for entries) Entries template Show shelving key Item tree display collapsed KEYWORD Leave Default Setting Select Item tree display expanded Display staff note on item list Display public note on item list Tab Display preference Bibliographic Helpers Validate headings Print labels Print Preview labels List Catalog by call number Add subfield delimiter/code to print spine labels 10

11 Behavior Search list type Modify call number/item information Maintain MARC Holdings ISXN Warnings Must be acknowledged Disable diacritic keyboard shortcuts Search by or group default should be Duplicate Title Display property page set to Wizard startup Index Format Shadow Title Add Item when creating title MARC view Descriptive view Display fixed fields Display descriptive labels (for entries) Class Scheme Shadow call number Show shelving key Item tree display collapsed Item tree display expanded Display staff note on item list Display public note on item list Home Location Permanent Circulate Shadow item Price Item Category 1 Item Category 2 Media desk Tab Display Preference KEYWORD MARC-OO, SERIAL-00 or MUSEUMPASS Select your library Dewey or DeweyPer except for BCC and Mass Maritime Academy Select Leave blank Bibliographic 11

12 Behavior Search List type All Call Number Prompt for library when adding call number Auto-generate temporary XX call numbers Add item when adding a call number Add Item Auto-generate item ID when adding item Delete Call number Delete item Maintain MARC Holdings ISXN warnings must be acknowledged Disable diacritic keyboard shortcuts Print Labels for new item Helpers Validate headings Print labels Print preview labels List catalog by call number Add subfield delimiter/code Search by library or search group - unless you add copies for branches Delete Title, Call Numbers, or Items Index Item tree display collapsed Item tree display expanded Display staff note on item list Display public note on item list Behavior Search List type Delete title when deleting last call number or item Prompt for confirmation before deleting title Delete only items for search library Delete items with a charge history record Helpers Display Bibliographic Description KEYWORD Select your library Select Search by library or search group - Click on the configure button to set more defaults 12

13 Display Bibliographic Description Helper Full access to all Libraries Entries All Shadow Both Display Descriptive labels (for entries) Display Numeric tags (for entries) All Call Numbers All Items Marc Holdings Bound-with Fixed fields Order Summary 13

14 Add Items Index Display Search Pane MARC view Descriptive view Display fixed fields Display descriptive labels (for entries) Item tree display collapsed Item tree display expanded Display staff note on item list Display public note on item list Home Location Permanent Circulate Shadow item Price Item Category 1 Item Category 2 Media desk Tab Display Preferences KEYWORD Select Leave blank Bibliographic Behavior Search list type Auto-generate item ID when adding item Maintain Marc Holdings Delete Items with a Charge History Record Set Current Location of New Items to Available Soon Print Labels for New Items Helpers Print labels Print preview labels Search by or group - 14

15 Edit Item Behavior Search List type Maintain MARC Holdings Search by or group Index MARC View Descriptive View Display fixed fields Display descriptive labels (for entries) Item tree display collapsed Item tree display expanded Display staff note on item list Display public note on item list KEYWORD Select Helpers Print labels Print preview labels Global Item Modification Display property page set to Never Item Home location Item Category I Item Category 2 Item library Shadowed Permanent Circulate Price >> Will not be modified >> Will not be modified >> Will not be modified >> Will not be modified >> Will not be modified >> Will not be modified >> Will not be modified >> Will not be modified Behavior Item Home location Item Category 1 Item Category 2 15

16 Item Price Shadowed Permanent Circulate Helpers Change Item ID Modify selected items Change Item ID Item search Start with search helper Click configure button to set more defaults Click on Item Search button to set more defaults, behaviors, and helpers Item Search Behaviors Search library list type Search library list Leave Default Setting at Search by library Item Search Preferred search type Preferred search index Preferred search library KEYWORD index 16