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Endeavor Implementation Project |
Acquisitions
Cataloging
Circulation/Reserve
Reports & Notices
Searching
Web Catalog Configuration
Subject: Acquisitions - Deposit Accounts
QUESTION: How do you track expenditures against deposit accounts? Where in the ledger/fund structure do deposit accounts fit?
REPLY 1 (Mary L. Wesche, Cornell University):
I am not sure how anyone else is doing deposit accounts, but here is how we do them.
We set up an account for each deposit account. [ie. we use Fund 8 for our Yankee deposit account].
We set up 2 dummy purchase orders. One with the po number of "Fund 8" and the other with the po number of "Yankee deposit account". We used bib info for both of them "Yankee deposit account".
When we process an invoice we make the total amount 00.00, then we append two pay statements to the invoice. One with a minus amount from fund 8 and one with a plus amount from the fund we are paying for the books on. We could post more than one plus amount if we were going to use more than one fund, but if you do this you need more than one purchase order, or you need more than one line item on your purchase order. It gets a bit tricky, but is possible.
If anyone has found an easier way, I would certainly be interested in hearing about it.
REPLY 2 (Kurt Adamson, Southern Methodist Univesity):
We have set up all of our deposit accounts in a separate ledger. Since we are using Voyager for just tracking balances as items are paid for through the deposit accounts, and as new sums are added to the vendor's accounts through checks from another fund, the deposit accounts required a separate rollover rule from other funds. This also means that when we send additional money to a vendor's deposit account, the transaction in the Voyager deposit ledger is an "allocation change" in the particular allocation fund, not a "transfer."
We structured the separate ledger with an overall summary fund and then an allocation fund for each of the accounts, GPO, Bernan, NTIS, whatever. We do attach these accounts to the relevant POs and invoices. The rollover rule calls for carrying forward the cash balance only. Thus, the deposit accounts accurately reflect the true balances during the fiscal year and after fiscal year rollover.
Subject: Acquisitions - Paying Invoices in Different Currency
We place orders with certain foreign vendors (e.g., Japan Publishing Trading Co.) in their national currency as listed in their catalogs, etc.
In Voyager when we receive the materials, we would create invoices using yens as in the purchase orders.
JPTC allows us to pay in $US (our preference). For certain small orders (i.e., serials), the invoices are in $US dollars only. But, when there are multiple items invoiced (as happens with some serial and monographic ordering), the items are invoiced in yen and the total is given in both yen and $US dollars.
QUESTION: We want to continue to pay in $US dollars. Will Voyager allow us to approve an invoice in yen, but pay in $US?
REPLY (Ann Lorish): I am not positive about this answer, but if I am wrong, hopefully Donna will correct me.
When a currency is chosen other than the base currency, it is carried through the entire process. You do have the option to display the price in the base currency by clicking the box at the bottom of the PO and the Invoice, so this should take care of paying in US Dollars, and if the exchange rates are correct, you should have the same price as the one quoted by the publisher.
Subject: Acquisitions - General Questions
1. Producing reports i.e. purchase orders, claims, etc.
2. Label printing for issues that are checked in or is this covered in Cataloging?
3. Processing a vendor's invoice that could be ftp or EDI (am not sure if this is discussed here or later on since not everyone will be affected)
4. Customizing the acqbib.cfg templates also creating new templates
5. On page 245 of the Acquisitions manual under currency, there is mention of the the ISO codes. What are these, and where can I get a listing of them?
6. I asked about adjusting the P.O. printout and the trainer mentioned that it would be difficult, but could you tell me what information Voyager is set up to print? and where on the P.O. we can expect to have it print? In particular, I would like to know about the Edition and series statements, but I do want to know about all the printing fields.
7. For the moment, we have been told that acq. records cannot be moved from one bib record to another. Can't this process be accomplished by overlaying or merging our Acq. record with a real bib. record (say downloaded from OCLC)?
If the above overlaying of bib records will not connect up the Acq. record to the correct bib record, then could the trainer show us the easiest way to disconnect one acq. record from a bib record, and reconnect to the correct record? What happens to this bib record that doesn't have any acq. records attached to it and is not needed in OPAC? Can we delete it? Are there any implications for the future? (For example, we order the 3rd ed., but get the 4th instead, so we connect up the acq record to the bib for the 4th ed, then delete the bib for the 3rd edition. But 2 weeks later, someone donates the 3rd ed. to the library, which we accept. Will Voyager prevent us from adding this 3rd ed.?) Confusing, right. Well, the reason I ask is that we will be ordering soon, possibly 350+ added copies, and we may not necessarily get what we order, so I just wanted the simplest way of processing the orders after they migrate to Voyager.
8. I tried running a report off of Access (one of Voyager's prepackaged ones) and got a message that something was not set up properly. Who is learning how to set this up, so that all I have to do is select the one I want and run it?
9. What kind of preparation is necessary to work with our campus Business Office in terms of fiscal matters? Any "general information" from the CARL acquisitions module would be helpful to keep our campus fiscal officer informed of changes in our procedures.
10. For those of us who are not using the CARL Acquisitions module, can we go ahead and insert Vendor records in our database even though we don't intend on using the Voyager Acquisitions module for full-scale production use until months after we go live?
11. For those libraries not using the CARL Serials & Acquisitions module, what type of check-in - is possible, desirable, to do Acquisitions 99.1 when we go live? Note, we don't plan on using Voyager Acquisitions for full production until Voyager 2000. Can we start creating individual purchase orders, components, subscription patterns, etc. when our database as soon as we go live in August? Is this desirable?
12. Show what kinds of editing of an approved purchase order are possible, If a title needs to be corrected (i.e., a simple typo or we are notified of a title change prior to receipt), where do the corrections take place (Cataloging) and can someone in acquisitions do it? Do we wait for version 2000 for Acq in the Cat?
13. Approval of purchase orders. We have 4 people in Acq creating PO's in addition to the 9 or so in Serials who might also be creating PO's. Does each person approve her own PO? Or, do the PO's go to one person (and one file?) for approval? This is probably a workflow issue about which we'd like advice.
14. There hasn't been a final decision about who runs reports (p.o., claims and cancellations) and where they are run. Still, the Acq Dept would like to learn how reports are run and printed and we hope to get this kind of information during modular training.
15. As our ordering is based on Line Item - NEW, is there a way to get to that point directly using Session Preference or creating a keyboard equivalent?
16. Order templates now include book, journal, and other. How can we create additional order templates for videos, sound recordings? Templates for CJK orders, so that the language defaults appropriately? I am trying to eliminate key clicks.
17. How many spaces are available in the title box (Line Item - NEW)? I am thinking about CJK titles which can be long.
18. With our practice of 1 title, 1 p.o. number, the resulting purchase order is an 8 1/2" x 11" sheet of paper with a single title on it. Is there anyway to print more than one purchase order (to the same vendor) on a single sheet of paper? I am concerned about postage costs.
19. If purchase orders are printing 1 title per page, is there a way to get the system to sort purchase orders by vendor? Or, is this a manual operation?
Subject: Acquisitions - "No ledgers assigned to this location"
We are attempting to creat purchase orders. After adding a line item, we click on COPIES/FUNDS and are then asked to select an INTENDED LOCATION. We select OUZ ASIA which is listed as a location on the ledgers. System replies "There are no ledgers assigned to this location". We have tried other locations selected for the ledgers. We have not found any location which the system recognizes.
We have, therefore, not been able to create any POs. What's the problem?
REPLY (Ann Lorish): If they are using the 2000-2001 fiscal period, the active period for that ledger is July 1, 2000 through June 30, 2001. This means that the ledger cannot be used before July 1, unless the fiscal period is changed to include May. To use this fiscal period, go into SysAdmin and change the start date for the 2000-2001 fiscal period to May 1, 200 and the ledger should then be available. Please let me know if this doesn't work.
Subject: Acquisitions - Ledger Questions
BACKGROUND: We are considering basing our 1st Voyager ledgers on the current system in use as we want something somewhat familiar for staff to use. Are the following assumptions true/false?
1. We have the option to rollover or not rollover ledgers during fiscal period close for fy 2000/2001 during summer 2001.
REPLY (Leslie Farrell): You do not have to roll over your ledgers or line items. If you choose to manually enter a new ledger, you will also have to manually update your p.o.s.
2. If we do not do a rollover, encumbrances will not move forward. Encumbrances will then have to be input manually into the new ledgers for fy 2001/2002.
REPLY (Leslie Farrell): Yep.
3. If we do not do a rollover, we have the option to create brand new ledgers for fy 2001/2002 and abandon the structure created for 2000/2001.
REPLY (Leslie Farrell): Also correct.
SUMMARY: We will create ledgers for fy 2000/2001 based on the current fund structure. We will not rollover ledgers during fiscal close. We will input encumbrances into ledgers for fy 2001/2002 which may be newly constructed. Do you see any problems with this plan?
REPLY (Leslie Farrell): One comment would be that it does seem like a lot of work to do at the end of the fy. However, as long as your staff is willing to do it, there is no problem.
Subject: Cataloging - General Questions
search database indexing options available on staff side keyboard equivalents to mouse click commands setting session and default preferences use of mapping tab in preferences download bib record from utilities OCLC and RLIN download bib record using Z39.50 bulk import creation of work folders on individual PCs creation of shared work folders on network navigate and move records between work folder and live import/replace profiles establishment of merge fields in duplicate detection profile relation of SysAdmin import/replace profiles and session profiles modify bib record validate headings in a bib record change bib format insert and edit diacritics and special characters capture Internet links for insertion in bibs create cataloging template create new bib record from template create new bib record from existing record overlay existing temp acquisitions bib with full bib record (*workflow) save new and modified records to database create mfhd and item record templates create new mfhds and items from template change order of item records use of linked resources in mfhds delete mfhds and item records use of 866 to show summary holdings delete bib, holdings and items records upload or export bib record to utility (OCLC and RLIN) create authority template create new authority record from template overlay existing authority record with imported authority record save new and modified authority records to database global change procedure *BIG WORKFLOW QUESTION: In our organiztion Acq Dept. staff inputs P.O.s using brief, temp bibs. Much later, when the items are finally received and come up for orig. cataloging, Cat. Dept. staff will replace those temp bibs with full bibs. The full, permanent bibs will be created in a variety of ways: OCLC, via Passport or CatME, from RLIN, or be produced by direct input on Voyager. Is it possible to move the acq records from one bib to another? If not, what are the steps to overlay, or replace the brief bibs with the full cataloging record. More bulk import training; How to update ag tables on PC's, and the server; Is it possible to download Library of Congress MARC records; Access the System Administration module (ports 80xx), access Search configuration, and then access Database Definition. Provide a demonstration of how to setup LC Z39.50 attributes and provide a printout.
Subject: Cataloging - 949 Field of MARC Record
We have questions on how to formulate 949 fields in bibs created during our "gap" period. 949s will hold holdings/item record data. These bibs will eventually be put into our new Voyager db via bulk import.
1. a. Can we have multiple 949s on one bib record?
REPLY (Donna Smith): If you're using regular bulk import - NO. Bulk import creates 1 mfhd/item per incoming bib and only creates using the 852 values and barcode (no copies/enum)
If you're using pre-bulk and bulk import - No and Yes. Prebulk creates multiple mfhds with all volume/enum in the mfhd but will not create items and will store only the LAST mfhd loaded for a location. (1 mfhd per location/no items)
1. b. There will be many cases where we are cataloging titles with multiple copies or volumes. How can we get multiple mfhd or item records created via bulk import?
REPLY (Donna Smith): Manually.
2. How does "enumeration" data (vol.,/issue numbering) for multi-part titles get into the item record in bulk import. Can you map a 949 subfield into the enumeration box of a Voyager item record?
REPLY (Donna Smith): It does not.
All the above said... 'wait....we're not talking about the same type of gap period'.
Yes, if you use bulk, all the things mentioned are true. HOWEVER, you should have an 'interim' file which you give us. This file should contain only newly created bibs and the 949's (multiples are fine). This file should match the format I've already received from Zoe. THIS file, you give to us just before the production load and we prep/load it with the authorirized production data. The records will be unauthorized but all holdings/items will load correctly.
Subject: Circulation - No Item Records
Are there any implications for Voyager functionality (cataloging and OPAC) if there are no item records?
REPLY: (Donna Smith): No holds, no recalls, call slips are doable. Lack of barcodes makes searching take longer. No status in OPAC.
Subject: Circulation - Clock for Circulation Transactions
Which clock is used for circulation transactions? I've been trying some things with loan periods in the circ module, and I'm getting odd due dates/times. Could the server's clock be maybe 13 or 14 hours fast?
After receiving this message in the Systems Office, we verified that the time on our servers is accurate.
Subject: Circulation - Set Due Dates
Currently we have different set due dates for faculty and graduate students. When Endeavor project managers were here in February we talked briefly about this and a suggestion for a solution to this was proposed. We're having difficulty setting it up in System Administration. We would like to review this in modular training.
Subject: Circulation - General Circulation/Reserve Questions
Here's an uncut compliation of Circulation topics the University of Hawaii staff are interested in covering in module training:
1) Call slips.
REPLY (Ann Lorish): Demonstrated and a handout describing the process was distributed.
2) The difference between Fixed due dates and End of Semester due dates on the Calendar.
REPLY (Ann Lorish): Fixed due dates will allow used to circulate materials using a specified number of days until the fixed date is met, at which point the fixed due date is used. The End of Semester is used in the circ matrix as a specified date that materials are due.
3) Review of all patron initiated services and displays in PAC.
REPLY (Ann Lorish): Reviewed what is available, and setup will be discussed in OPAC training. Information is also on the handout distributed.
4) Thorough demonstration of Reporter module.
REPLY (Ann Lorish): Completed. A review of the jobs on the server and when using Reporter. Samples were printed and are also available in the handouts and the Reporter section of the Accessories manual.
5) Does the Reporter module have any statistical capabilities or report summaries? For example, can you identify how many overdue notices you generated in a particular month?
REPLY (Ann Lorish): Unfortunately, no.
6) If you have an overdue notice containing items from multiple printing locations, what printing location does the notice print at? Does the same notice print at each printing location? Are the items segrated by printing location? Will our Government Documents (printing location) be printing notices with overdue items from the Hawaiian branch (another printing location in the same building) if the patron has overdue items from both Gov Docs and Hawaiian?
REPLY (Ann Lorish): Items will print according to print locations that generate them.
7) Where is the Reserve Subsequent Fine Rate configured? For example, the first hour an item is overdue it reserves a $2.00 fine. Every subsequent hour it receives a .50 fine. Where is the .50 per hour subsequent fine inserted?
REPLY (Ann Lorish): There is currently no option to include a subsequent fine.
8) Where is the Reserve grace period inserted?
REPLY (Ann Lorish): There is no separate grace period for reserves. If Reserves is it's own Circ Policy Group, the grace period can be configured there.
9) How do we configure the software to ensure that patrons can't renew items that are pending Reserve. We don't want Joe Sixpack to renew his an item that is supposed to go on reserve for Physics 101 next week.
REPLY (Ann Lorish): Recall or Administrative Requests can be places on materials that are in circulation, but if the item is on the shelf, whoever gets it first gets to take it out!
10) Identify all paper slips generated by the Circulation software?
REPLY (Ann Lorish): We went over the Reports and Notices, as well as the ability to print hold and routing slips.
11) How to configure circbib.cfg and other brief record formats?
REPLY (Ann Lorish): The tables can be customized as I demonstrated. Additional information is found on page 53 of the Acquisitions manual.
12) Short loans.
REPLY (Ann Lorish): Discussed and setup is shown in the handout provided.
13) Email notices in general. Can a patron get some notices in paper and some in email? Is it an either/or deal or an all or nothing deal?
REPLY (Ann Lorish): he ability to send email notices is determined by the Circ Policy Group setup and if email was chosen and an email address is available, it will be sent there. The order for sending notices is email, then temporary, then permanent addresses.
14) We don't want our students to have access to all the functionality our full-time staff have. How can we limit what our students have access to?
REPLY (Ann Lorish): The security profile you set up for students to log in will determine what they do or do not have access to. If they don't have access, the system should ask for a supervisor to authorize the function.
15) If a patron has an email address, primary address, and temporary address, can we set the default? If we select email as the default, how can we instruct the software to use their temporary or primary address if that patron receives a paper notice? Basically, how do we set default addresses?
REPLY (Ann Lorish): The default cannot be set. As discussed above, the system looks for email, then temporary and then permanent addresses.
16) Reserves and how we can best use it, especially how to stop things from circulating, so we can get them to reserves (admin holds).
NO REPLY.
17) How to modify notices, Like when we want to tell all the people with holds on the item, that their hold will not be filled because the item is on reserve from this date to that date.
REPLY (Ann Lorish): The wording on the notices can be modified by opening the file in ACCESS and changing the text.
18) Faculty placing their own course reserves.
faculty would need access to the Circulation Module as well as trained to use the module.
19) How do you set charge limits for item types (for instance, how many DVD items can a patron have charged out at the same time)? We circulate all our item types at the same circulation desk.
REPLY (Ann Lorish): Currently there is no ability to limit circulation by a specific item type.
20) Describe and review item type statistical categories. How is this configured in the System Administration module?
REPLY (Ann Lorish): Item and Patron statistical categories are setup in System Wide Configuration in the SysAdmin module. What the categories are can be determined by the libraries, and are available in all modules (Circulation, Cataloging and Acquisitions). They can be used to break down item types or patron types, to track statistics for reports and lots and lots of other things.
21) Describe and review Patron Placed Holds. How is this configured in the Systems Administration module?
REPLY (Ann Lorish): Patron holds must be activated in the Circ Policy Group setup as well as in the Circulation Matrix. The ability to place them by Patron Group will determine if the option is available in the OPAC.
Subject: Reports & Notices
1. On a patron's notices is there a way to have transactions from more than one circ happening location show up on the same notice or does each circ happening location have to send out a notice, for example, for a fine that the same patron incurred?
REPLY:
Because the transactions are tied to a specified happening location, they
can only be printed at the print location assigned to the happening
location, and even if they all printed to the same print location, the
notices would still be separated.
2. Can only one department printout the global reports? Or could Acquisitions print Acqjob 3 & 4 and Circulation print Circjob 25?
REPLY:
The global print location is defined in SysAdmin, and can only belong to
one place. As for them being able to print out specific jobs, that would
depend on if you have a print location set up for the type of job (cat,
circ, etc.) and how the jobs are run. If the jobs are run together, they
need to be printed together, but if they are separate, they could be run
separately, but I think that would involve some pretty close timing with
running the job and printing the reports.
3. For a small site with one printing location are there any advantages/disadvantages to having more than one pc printing up reports and notices?
REPLY:
The advantage a small site has is that they can print all the jobs from a
single PC if they have the print location set up correctly. This eliminates
the need to run Reporter on more than one machine and gives them their 30
day archive on the PC in one place. The only disadvantages I see will
depend on how much time it takes to print the notices (a combination of
network and printer speed and the number of notices) and how busy the
computer where Reporter is being run is. It will also depend on the sites
decision to have all reports run in one place, or do they want to be able to
run Reporter more often (ex. Acq running POs throughout the day). I'm sorry
I can't give you a definite yes or no, but there are always so many factors
that have to be considered!
Subject: Reports & Notices - Statistical Categories
REPLIES from Donna Smith
QUESTION 1
Is there a limit to the "number" of item statistical categories "per
site" that can be created?
ANSWER 1
No, except that they are maintained manually. A person adds or removes
them from a site.
QUESTION 2
From a collection development perspective it appears that valuable
information can be derived from using it. I am not sure how we would be
able to assign item statistical categories to the "majority" of our
collection in the mapping file which has a CARL item code of D28.
For example, philosophy books with a CARL item code of D28 cannot be mapped since there is nothing unique about branch or location in our draft mapping file for them. Is this a correct assumption?
ANSWER 2
Yes.
QUESTION 3
I would like to verify that it is possible to create an item
statistical category for Hawaiian non/av materials since we have the CARL
branch Hawn. Can we lump together Hawn Map D28, Hawn Map D0, Hawn D28,
Hawn D0, Hawn Gfolio D28, Hawn Gfolio DO, Hawn Vault, etc.?
ANSWER 3
If all of those could be an item type of non/av materials with these
specific stats categories, yes. (or visa versa) Ann Lorish offers:
Use the codes to differentiate them, and the stats should be gathered
according to what they have been applied to.
QUESTION 4
Do the "same" statistical categories have to be applied to
all sites in a shared database?
ANSWER 4
No, (don't have to use them but they are a common/shared list)
QUESTION 5
Or can we use the HUHCD and OUZCD to differentiate between sites?
ANSWER 5
Yes BUT you could also use location code in conjunction with
stats cat to accomplish the same thing.
QUESTION 6
One site (on Support Web's Archives-L) uses statistical
categories in a different way - to keep track of parent institution, how
an item is acquired and LC classification. Was it possible to set up the
LC classification from the production load?
ANSWER 6
You can load one stats category with the load. Stats categoories are a 3
character code. Do you really want to map all the call numbers in the load
to 3 character codes? If so, you can build a map to do so.
Subject: Searching - Synopsis of questions from Voyager OPAC training, July 12-13, 2000
1. Question: When you search for the word Hawaii, punctuation is ignored while the search is executed. However, once the results have been retrieved, if you look at the MARC record, the only search terms italicized are those that exactly match your search statement. So, for example, if you search the word "hawaii", but the word "Hawai`i" is in the record, it wonÕt be italicized, even though it was part of the search.
Answer (courtesy Ruth Horie): The program that controls italicization of search terms seems to operate on an exact match rather than ignoring punctuation.
"In addition to Hawaii, Hawai[okina]i, and Hawai[apostrophe]i, I created another record with Hawai[hyphen]i in the summary note.
This last one will not be retrieved unless it's searched as a phrase:
summ "Hawai-i" or summ "Hawai i"
This will have implications for searching Hawaiian (and other) names that are often hyphenated, such as Hiiaka-i-ka-poli-o-Pele.
To see all the 4 variations and my observations on the italicization pattern, search the title:
Test hawaii with ..."
2. Question: What is the format Text (eye-readable) is under Set Limits?
Answer (courtesy Ruth Horie):
"This refers to eye-readable reproductions such as photocopies, as opposed to microforms which are not eye-readable.
I created a test record: Test eye-readable reproduction (photocopy)
This has the proper code "r" in the 008 but I couldn't retrieve it in WebVoyage when I set the format limit."
3. Question: The limits for videorecording and sound recording do not seem to work in WebVoyage, but they do work in Staff and Windows OPAC.
Answer (courtesy Kris Anderson): The limits are still being configured.
4. Question: How should call numbers be typed for mfhd call number searches?
Answer: Although spaces are ignored before the first cutter in LC call numbers, they are required before the second cutter and before the date.
Superintendent of Documents call numbers can be truncated after the colon or after the first set of letters. You may put in spaces instead of the period and colon and the search will be properly executed. For example, you can type in A 57 38 instead of A 57.38:.
5. Is there an easier way to select limits in Windows or Staff OPAC other than remembering to click the Add button?
Answer: You may double-click the limit to add it, or you may select the limit and click the add button.
6. Question: If you put a hold on an item, why doesnÕt it display in OPAC?
Answer (courtesy Sandra Ohashi): In Voyager, there are active holds and inactive holds. If an item has been borrowed, and you place a hold on it, the hold is active and displays in OPAC. However, if you place a hold on an unborrowed item, the hold is inactive and does not display in OPAC. Someone else could borrow the book, which would then activate the hold, thus causing it to display in OPAC.
7. Question: Can you search by numbered series?
Answer (courtesy Ruth Horie): You cannot search by numbered series in any module. If you do a series search, you get a title list that does not show the series title or any numbered issues, so you have to look at each record to see if we have a particular issue number.
8. Question: Why donÕt patron requests work on certain items?
Answer: You cannot make a patron request for an item that is not owned by the patronÕs library. In other words, we cannot put requests on items in the training database that were put in by UH Hilo or other libraries. Also, you cannot put a recall request on an item that is not borrowed.
9. Question: Can the search button on the WebVoyage Builder search be moved to the top of the screen?
Answer (courtesy Martha Chantiny): It is not possible to move the search button to the top of the screen, so you must scroll down to click the button.
10. Question: When you do a search that retrieves no hits in WebVoyage, the display drops to the bottom of the screen, so you cannot see the "your search retrieved no hits" message unless you scroll up. Can this be changed?
Answer: This may be a configuration problem. The cause is still being investigated.
Subject: Searching - Configuring Windows OPAC Title Search
When I do a title heading search in the Windows OPAC, it appears to be giving results for a title keyword search, not a left-anchored search. For example, try searching the word american or handbook.
Isn't a heading search supposed to be left-anchored? The journal title search works properly.
REPLY (Leslie Farrell): The title headings search (as well as journal title search) can be configured either as left-anchored or keyword. The opac.ini search dialog stanza is where one can change the search to either. It is my understanding that left-anchored uses the TALL composite search, keyword uses the TKEY keyword search.
Most sites will configure the title search and journal title heading searches the same.
Subject: Searching - Emailing a MARC View of a Record
Is there is a way to email a MARC view of a record and also to include comments in the message.
REPLY (Ann Lorish): The answer to your particular question is no. You can, instead, customize your email save files to include more fields in the m record but that impacts all of the records emailed.
Subject: Searching - Saving Multiple Records for Printing
Related to printing out records to send with items to the bindery:
We must search for each item individually. How can we put all those records together so we don't have to print each one individually? In the Windows OPAC, it is possible to append records to a text file, but is there a way Voyage?
REPLY (Ann Lorish): If the items have been checked in using Serials Check-in, all she will need to do is look at the history and print the screen to get the list. If they have not been checked-in she would have to create the files manually.
Subject: Searching - Barcode Number
How do you search by barcode number in Web Voyage?
REPLY (Ann Lorish): -- The barcode is not attached to any information that is available in WebVoyage. Barcode searches can only be done in the staff modules. The barcode is also not searchable in Windows OPAC
Subject: Searching - MARC 520 Tag (Summary Note Field)
Can you do a keyword search restricted to the 520 field of videorecordings?
REPLY 1 (Ruth Horie): Yes, a specific tag such as the 520 can be searched.
Go to the test database on the web: http://128.171.19.17
Use the "builder" search and limit your search to the summary note field.
Example:
search for: canoe [type this in]
search in: summary note [one of the pull down menu options]
This search should retrieve 4 records, including:
One paddle, two paddle techniques of Hawaiian outrigger canoe paddling
REPLY 2 (Michelle Sturges): Yes, if the OPAC configuration people decide that is a search they want to have.
Is there already a 520 tag index?
The default set of indexes does not include any indexes on note fields, apart from Keyword Anywhere).
Or, can we build our own?
Yes, it seems to be quite easy, (at least in something as small as the training database). To test if we could, I created a keyword search in the training database called SUMM which only searches tag 520 subfield a. It can be invoked in Command search mode (both in WinPac and WebVoyage) by entering SUMM=[search text]. It also creates a "Summary Note" entry in the pull down list of "where to search for this term" in Builder search mode.
If so, does Cataloging build it?
Well, the set up has to be done in the Systems Administration Module, so I believe the answer is no.
p.s. What displays in the summary search results is part of the search configuration. I chose Title, Date and Format. Maybe Linda would like to take a look to see if that is a useful combination for her work, or if other elements would be more helpful.
Subject: Searching - MARC 520 Tag (Summary Note Field)
Is the ability to search directly on the 520 using the command method determined by the library?
For example, in LOC, you can use:
K520 canoe
Works just fine. See examples at http://catalog.loc.gov/help/ckwindex.htm
In our test database and other Endeavor libraries, it seems that you can do command searching on some fields, but not others:
650a canoe or 245a canoe, no problem. But, 520a doesn't work.
REPLY (Michelle Sturges): Yes, and the command to be used is determined when the search is defined. The way the keyword search on 520 subfield a was set up in our training database, the command is summ (for summary note). What data elements are included in the title display, (when more than one record is retrieved), can also be customized by drawing from a pre-defined list. In the case of the 520 search, the elements selected were Brief Title, Date and Format.
Subject: Web Catalog Configuration - Training
In order to maximize our Endeavor OPAC configuration training, Endeavor suggested we answer the following questions before our June 14-15 training:
1) What remote databases do we want to access through our Endeavor
catalog?
2) Of those, which ones do you we want to access using the Z39.50
protocol?
3) What type o AC request forms do we want to use?
4) What screen/text/gif customizations have we decided on?
Our question to you:
So, what do we do with this information when we gather it? Do we load it on our server? In summary, what do you recommend that we do to make the most of our OPAC Configuration training? I would like to provide clear instructions to our trainees. Thanks...
REPLY (Donna Smith):
Put in writing now what screens on the current OPAC/Web you want changed and how.
If you want to build z39.50 connections, find out the site IP, ports and attributes for connecting (usually via their web page or LCs Z39.50 web page). Have those available the day of training for each site you want to establish.
Have a list of the ports for your training database so you can setup 'groups' in connect.ini
For each type of thing you want to change in OPAC, know the questions you're going to ask (how do I change this specific thing from.... to ....)
Comments to Wil Frost, Head, Library Information Technology Division, University of Hawai'i at Manoa Library, 2550 The Mall, Honolulu, Hawaii 96822 USA. Last modified: July 24, 2000.