Cataloging 14.2 Seminar

Session Outline -New check routines Cataloging authorizations Search headings Editing fields Quick cataloguing Correct headings New batch jobs Cataloging

Fixed Length Fields - Check Routines Cataloging

Checking Fixed Length Fields in the Early Versions Problems: - Checking routines for fixed-length fields are hard coded - Not enough flexibility - Each additional check or nuance requires a new program - Standards are changing, thus programs must be modified accordingly Cataloging

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

Table-Driven Checks - Example 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 Cataloging

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

Table Structure XX 000 1 acdefgijkmoprst Valid values for position 00 of the 006 MARC21 field are: acdefgijkmoprst Cataloging

Table Structure XX 000 a 001 1 ^abcdefghijklmop| Valid values for position 01 of the 006 MARC21 field, when the value of position 00 is “a”, are: ^abcdefghijklmop| Cataloging

Table Structure (2) Lists all obsolete values for the position: 2 ghiz XX 000 a 006 1 ^abcdfrs| 2 ghiz Cataloging

Table Structure XX 000 a 006 1 ^abcdfrs| 2 ghiz Obsolete values for position 06 of the 006 MARC21 field, when the value of position 00 is “a”, are: ghiz Cataloging

Table Structure (3) Name of external check: XX 000 a 001-004 3 check_val_left_just Cataloging

Table Structure XX 000 a 001-004 3 check_val_left_just For positions 01 to 04 of the 006 MARC21 field, when the value of position 00 is “a”, perform: check_val_left_just Cataloging

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

Some More External Checks check_val_alpha_order check_fixe_field_length check_val_run_time check_val_red_ratio check_val_date_6 check_val_blank check_val_date_4 check_val_numeric check_val_language check_val_country Cataloging

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

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

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

The Tables marc_country_codes marc_language_codes Cataloging

check_doc_field_008 Validation procedures for the MARC21 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

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

Don’t Panic! Cataloging to know about external check programs! All you need to know about external check programs! Cataloging

Other Check Routine Innovations Cataloging 14.1 Seminar - Cataloging

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 14.1 Seminar - Cataloging

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 14.1 Seminar - Cataloging

Check_doc_delete Available 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 14.1 Seminar - Cataloging

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

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. Example: check_doc_direct_index The record with the duplicate entry will be displayed 14.2 Cataloging

Cataloging Authorizations

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

permission.dat Cataloging

permission.dat Column 1: User name Column 2: Tag code Column 3: Type of permission Cataloging

permission.dat Values for column 3 are: Y = Allowed N = Denied P = Use proxy Column 4: Proxy user name Cataloging

permission.dat In the following example, the user OMRI has authorization to edit all fields except the 100 field. Cataloging

permission.dat Column 4 is used to define that a particular user is the proxy of another user already defined in the table. The proxy user will have the same editing rights as the other user. Cataloging

permission.dat In the example below, all entries assigned to the user YOHANAN will be assigned to OMRI. This option is used with value P in column 3. Cataloging

permission.dat Denied tags will appear in a different color (as defined in the catalog.ini file), and the GUI’s status bar will denote that there is no permission to edit the tag. Cataloging

permission.dat Cataloging

permission.dat A new switch in the library’s tab/tab10 table, 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 cataloging tables (UTIL/M/7). Cataloging

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

permission.dat In the above example, all entries assigned to the user YOHANAN will be assigned to OMRI. This option is used with value P in column 3. Cataloging

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

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 contents of the record’s OWN field(s). Cataloging

OWN Field The OWN field no longer has to contain the sub-library. The field can now contain any kind of text for grouping, including the sub-library, if desired. Cataloging

OWN Field Access permission is defined through the Privileges function by assigning the cataloger the following: A default value of the OWN field for new records created by the cataloger. The OWN field with the defined value can be set to be inserted in the record by performing a fix program The value of the OWN field of the user that will be checked against the OWN field(s) of the record for update authorization (Cat. OWN Permission). Cataloging

OWN Field Two new fields have been added to the User Password Information window: Cat. OWN ID and Cat. OWN Permission. Cataloging

Cat. OWN ID The Cat. OWN ID field (Z66-USER OWN-CREATE) is used to define the default value of the OWN field for new records created by the user. Cataloging

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

Cat. OWN Permission The Cat. OWN Permission field (Z66-USER-OWN-CHECK) is used to define the value of the OWN field of the user that will be checked against the OWN field(s) of the record for update authorization. Cataloging

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

Cat. OWN Permission ! 1 2 3 4 5 6 tab_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 BACHJ HAYDN HAYDNJ BACH BACHJ Cataloging

Update Authorization If the value of the Cat. OWN The 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’ Permission field is ‘GLOBAL’ Cataloging

Update Authorization Otherwise, the user will receive the following message when attempting to update the record: Cataloging

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

Update Authorization Tab10: 47 TAB10-OWN-BY-PROXY - YN Y = 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

Other Innovations Cataloging

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

Search Headings For example, If "Aplaton" is selected, the preferred term - "Plato" - will be inserted into the contents area of the field. Cataloging

Search Headings Cataloging

Editing Records The Find and Replace options have been added to the Edit menu of the module. 14.2 Cataloging

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

The Floating Keyboard Is now part of the Cataloging client. Enables you to insert characters that are not present on your workstation's standard keyboard. Is configured by the System Librarian according to the library’s needs. 14.2 Cataloging

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

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

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.eng pc_tab_items_fast_cat.eng (In BIB and ADM libraries) Cataloging

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

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

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.eng pc_tab_items_fast_cat.eng (In BIB and ADM libraries) Cataloging

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

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 Cataloging