Cataloging12.3 to 14.2 Seminar

Cataloging

2

-New check routines -Cataloging authorizations-Other innovations-Fix and expand routines-Floating keyboard-Quick cataloguing-New batch jobs

Session Outline

Cataloging

3

Fixed Length Fields -Check Routines

Cataloging

4

New Development

Table-Driven Checks- Multiple routines can be applied to a certain position in the fixed length field

- “Application point” of the routine and valid values are specified in the tables

Cataloging

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check_doc_field_006! 2 3 4 5 6 7

!!-!!!-!-!!!-!!!-!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>

XX 000 1 acdefgijkmoprst

XX 000 a 001 1 ^abcdefghijklmop|

XX 000 a 002 1 ^abcdefghijklmop|

XX 000 a 003 1 ^abcdefghijklmop|

XX 000 a 004 1 ^abcdefghijklmop|

XX 000 a 001-004 3 check_val_left_just

3 check_val_alpha_order

XX 000 a 005 1 ^abcdefgj|

2 uv

XX 000 a 006 1 ^abcdfrs|

2 ghiz

! 2 3 4 5 6 7

!!-!!!-!-!!!-!!!-!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!>

XX 000 1 acdefgijkmoprst

XX 000 a 001 1 ^abcdefghijklmop|

XX 000 a 002 1 ^abcdefghijklmop|

XX 000 a 003 1 ^abcdefghijklmop|

XX 000 a 004 1 ^abcdefghijklmop|

XX 000 a 001-004 3 check_val_left_just

3 check_val_alpha_order

XX 000 a 005 1 ^abcdefgj|

2 uv

XX 000 a 006 1 ^abcdfrs|

2 ghiz

Table-Driven Checks - Example

Cataloging

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Table Structure

The “check_doc_field” tables have three types of lines:

(1) Lists all valid values for the position:

XX 000 1 acdefgijkmoprst

Cataloging

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Table Structure

XX 000 1 acdefgijkmoprst

Valid values for position 00 of the 006 MARC21 field are:

acdefgijkmoprst

Cataloging

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Table Structure

(2) Lists all obsolete values for the position:

XX 000 a 006 1 ^abcdfrs|

2 ghiz

Cataloging

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Table Structure

(3) Name of external check:

XX 000 a 001-004 3 check_val_left_just

Cataloging

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check_val_left_just

The check_val_left_just program verifies that the values within the position range are left-justified.

Cataloging

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Some More External Checks

Cataloging

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Language and Country Codes

Table-driven checking routines for language and country codes can now be used together with the fixed-length field validation checking procedures.

Cataloging

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check_val_country

The check_val_country program verifies that the position range forms a valid country code.

Valid country codes are defined in the marc_country_codes table in the $alephe_root/tab directory.

Cataloging

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check_val_language

The check_val_language program verifies that the position range forms a valid language code.

Valid language codes are defined in the marc_language_codes table in the $alephe_root/tab directory.

Cataloging

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The Tables marc_country_codes

marc_language_codes

Cataloging

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check_doc_field_008

XX 015-017 3 check_val_country

XX 035-037 3 check_val_language

Validation procedures for the MARC21 008 field include, among other things:

• positions 15-17 (place of publication)• positions 35-37 (item’s language)

Cataloging

17

New Tables in the Version

check_doc_field_006 (USMARC)

check_doc_field_007 (USMARC)

check_doc_field_008 (USMARC)

check_doc_field_ldr (USMARC)

check_doc_field_ldr (UNIMARC)

check_doc_field_100 (UNIMARC)

Cataloging

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Other Check Routines

Cataloging

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check_doc_delete

The check_doc_delete table lists all the checking programs that are run when the user chooses the "Delete record from server" option from the Edit menu.

Cataloging

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Check_doc_delete

Available programs:The check_doc_delete_lkr program checks if there are any links from the record to another record.

The check_doc_delete_item program checks if the record has any associated items.

The check_doc_delete_order program checks if the record has any associated order.

Cataloging

21

Check_doc_deleteAvailable programs - new in 14.x:

• The check_doc_delete_copies program checks if the record has any associated subscriptions.

• The check_doc_delete_aut_bib program checks if the authority record to be deleted has any bibliographic records associated with the heading of the record.

Cataloging

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Check_doc_line_contents

issn is a new verification program that can be included in the check_doc_line table. The program verifies that the ISSN entered in the field is a valid ISSN.

14.2

Cataloging

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View Records Related to Checks Performed

A new button, , has been added to the Messages window.

If the error message refers to another record, clicking on this button will bring up that record.

14.2

Example: check_doc_direct_index

The record with the duplicate entry will be displayed

Cataloging

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Cataloging Authorizations

Cataloging

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Cataloging Authorizations

The permission.dat table in thelibrary’s pc_tab/catalog directory defines allowed and denied tags for different catalogers.

Cataloging

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permission.dat

Cataloging

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permission.dat

Column 1:User name

Column 2:Tag code

Column 3:Type of permission

Cataloging

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permission.dat

Values for column 3 are:Y = Allowed N = Denied P = Use proxy

Column 4:Proxy user name

Cataloging

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permission.dat

A new switch in the library’stab/tab10 table, MUST be set in all Libraries (01, 1X, 50, 60) using cataloging TAB10-CAT-PERM-BY-PROXY, defines whether or not the system will automatically create entries for all users that are linked by Z66-USER PROXY when packing the catalogingtables (UTIL/M/7).

Cataloging

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permission.dat

if TAB10-CAT-PERM-BY-PROXY = Yany specific lines for the user are ignored, and the values of the user's proxy (listed in col. 4) are taken instead.

Cataloging

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permission.dat

A user who does not have an entry in the permission.dat table will be denied permission to edit tags.

If the library does not want to use the permission.dat mechanism, the table can be removed and all users will then be allowed to edit any tags.

Cataloging

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OWN Field

The OWN field is now used to control update access to all types of MARC records (BIB, HOL, ADM, AUT).

The user is checked for access/update permission according to the contentsof the record’s OWN field(s).

Cataloging

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OWN Field

Two new fields have been added tothe User Password Informationwindow: Cat. OWN ID and Cat. OWN

Permission.

Cataloging

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Cat. OWN Permission

The system librarian can assign a group of allowed OWN values for a cataloger.

This can be done by setting up the tab_cat_own table in the library's tab directory (UTIL M/16).

Cataloging

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Cat. OWN ID

The OWN field with the defined value will be inserted in the record by performing a new fix program:fix_doc_own_1.

Cataloging

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Cat. OWN Permissiontab_cat_own:Up to five different OWN values of cataloging records can be allowed for a single OWN value of a user.

! 1 2 3 4 5 6

!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!-!!!!!!!!!!MOZART HAYDN HAYDNJ BACH BACHJHAYDN HAYDNJ BACH BACHJ

Cataloging

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Update AuthorizationThe user will be allowed to update the record:

• If the value of the Cat. OWN

Permission field is equal to any of the OWN fields of the record

• If the content of one of the OWN fields of the record is ‘PUBLIC’

• If the value of the Cat. OWN Permission field is ‘GLOBAL’

Cataloging

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Update Authorization

Otherwise, the user will receive the following message when attemptingto update the record:

Cataloging

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Update Authorization

When a user who is not allowed to update a record retrieves the record from the server, the following message is displayed:

Cataloging

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Update Authorization

Tab10: 47 TAB10-OWN-BY-PROXY - YNY = if the user password(Z66) is a proxy to another user password, the values for "OWNER”(user-own-check and (user-own-create) are taken from the proxy

Cataloging

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Other Innovations

Cataloging

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Scan and Find

The Scan and Find functions have been added to the Cataloging module.

Scan (browse) enables you to scroll through an index.

Find (keyword) word indexes

Direct (standard number) searches have been added to Scan and Find indexes.

Cataloging

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Search Headings

When choosing from a list of headings:

To add contents to a field of a

bibliographic record, if the selected

heading is a "See From" reference and

UPD = ‘Y’, then the actual heading

from the authority record

will be inserted into the catalog draft.

Cataloging

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Search Headings

Cataloging

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Correct Headings

It is now possible to correct bibliographic headings from the

Browse List of the Search module. This can be done by clicking the button.

Cataloging

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Fix Routines

Derive New Record function

The fix_doc_new_aut_1 program is a new fix routine which creates an authority record from the 1XX field of current bibliographic record.

. 14.1

Cataloging

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Fix Routines

fix_doc_create_035Moves fields 001 + 003 to the 035 field in the following format:035## $a(003)001.

fix_doc_004_lkrAdds field 004 to the holdings record.

14.2

Cataloging

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14.2

Fix Routines

fix_doc_fixed_fieldsReplaces hyphen (-) with carat (^) in fixed-length fields.

fix_doc_merge_<xx>It is now possible to define up to 99 different merge routines. For example, fix_doc_merge_08 calls up the 08 merging routine from tab_doc_merge.

Cataloging

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Expand Routines

expand_doc_bib_001Builds a 001 field that contains the system number of the record.

expand_doc_bib_holAdds the holdings record to the bibliographic record without concatenating the 866 and 852 fields.

14.2

Cataloging

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Editing Records

The Find and Replace options have been added to the Edit menu of the module.

14.2

Cataloging

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Sub-field PunctuationThe tab_subfield_punctuation table is a new table used to add punctuation to headings from which punctuation has been stripped in order to normalize them.

Cataloging

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Sub-field Punctuation

12.4

Cataloging

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Editing Records

Enter Unicode Values (F11) is a new option that enables you to enter Unicode values for characters not present on your keyboard.

14.2

Cataloging

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The Floating Keyboard

Is now part of the cataloging client

Cataloging

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The Floating Keyboard

Two files define the Floating Keyboard setup: Keyboard.ini - defines configuration settings

Keyboard.txt - defines the characters that

are displayed in each tab.

Both files are located in the ALEPHCOM/TAB directory.

14.2

Cataloging

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Scrollbars in Cataloging Forms

It is possible to regulate the size of

the cataloging forms.If the form is too high, you may add a scroll bar using the form definition in data_root/pc_tab/catalog.Example from 008_bk.eng: 24(14)x40

#C3 008 Fixed length data elements (BOOKS) #C1 Date entered in file(00-05) #C4$$$$$$

24(14) indicates that form height is 24 lines, out of which 14 should be shown.

14.2

Cataloging

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Quick Cataloging

Quick Cataloging is now available in the Items and Acquisitions modules (formerly in Circulation only)

The form is defined through the new tables:pc_tab_acq_fast_cat.engpc_tab_items_fast_cat.eng

(In BIB and ADM libraries)

Cataloging

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Quick Cataloging

In Items: Menu/Retrieve/Quick CatalogIn Acquisitions: Menu/Orders/Catalog Order

Cataloging

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Batch Procedures

Print Bibliography (print-09)Prints catalog records organized in the manner of a bibliography.

Print Index to Bibliography

(print-10)

This is a companion service to Print Bibliography. It generates indices for the bibliography.

14.2

Cataloging

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Batch Procedures

Batches for loading various vendor’s records:

Load MARCIVE Records (file-99)

Load BNA Records (file-98)

Load RLIN Records (file-97)

Load Yankee Book Peddler (file-96)14.2