1. Cataloging
University Name here
DATE HERE
Trainer’s NAME HERE

2. Session Agenda Cataloging Stage 0: Introduction
Stage 1: Accessing Records
Stage 2: Creating Records
Stage 3: Saving Records
Stage 4: Check Routines
Stage 5: Editing Records
Stage 6: Search Headings
Stage 7: Locate Similar Records
Stage 8: Fix Routines
Stage 9: Authority Control Summary
Stage 10: Other Cataloging Functions
Stage 11: Importing Records
Stage 12: Authorizations and Privileges
Note: all examples are based on MARC 21.
Cataloging

3. Stage 0: Introduction
Cataloging

4. Opening the Cataloging Module
In the Catalog module, you may choose one of three modes:
Record mode
Items mode
Search mode
From the first window, you may access
a specific record by system number, or
a specific item by barcode or call number.
System number
Barcode
Cataloging

5. The Record Mode Upper Pane – Catalog Editor Navigation Lower Pane –
Tag Information
Note: a red frame will enclose the pane in focus
Cataloging

6. The Items Mode Upper Pane – Item List Navigation Lower Pane – Pane
Item Update
Cataloging

7. The Search Mode Upper Pane –Brief List Search/ Show Pane Lower Pane –
Full View
Cataloging

8. The Operations Bar (Bottom Tray)
Left-hand part: showing server communication.
When the client communicates with the server, a red ‘stream’ is displayed.
Right-hand part (right-click) Login,
password changing and privileges
Menu language setup
Connect to a different library
Printing options
Exit all ALEPH applications
Push to other modules: Acquisitions, Circulation, ILL and Alephadm
Cataloging

9. The Top Bar (Right) Cataloging Open template
Overview tree in upper pane (y/n)
Split editor mode (y/n)
Save on server and local drive
Check record
Activate ALEPH keyboard (y/n)
View in Search mode
‘Push’ to Acquisitions
Close current record / all records
View record in full screen mode
Cataloging

10. Select Library
Although you may work with records from several libraries at the same time, you must be connected to a base library.
Menu/ALEPH/Connect to…
New records will be cataloged into this library.
Cataloging

11. Select Collection
You may also connect by right-clicking the Collection icon on the Operations Bar in the bottom tray.
Look at the Title (top) Bar to view the library (and server) you are currently connected to.
Cataloging

12. Importing Tables
When you connect to the required library, the system checks to make sure that the Cataloging Module is using the most recent version of the cataloging and print files.
If these have been modified, they will be downloaded into the pc (Depending on setup).
That explains the ‘Transfer File’ window that appears briefly upon initial connection.
Cataloging

13. Stage 1: Accessing Records
Cataloging

14. Accessing Records
There are two main ways to access records in the Cataloging module:
Finding a record
by Find (keyword search) or
by Browse
Direct access
Locally-saved records
Records saved on the server
Cataloging

15. Browse for a Record
The Browse function enables you to scroll through an alphabetical index and retrieve the records attached to the desired entry from the list.
Select the Search Base, then the Index (or Headings List) you wish to browse, enter the initial characters of your search string, and click ‘Go’.
Cataloging

16. Browse for a Record
An example: browsing for “librar” in the Titles index. Note that the result list always shows one heading which is just above the requested one in the headings list.
Cataloging

17. Find - Keyword Searching
The Find function enables you to retrieve records using keywords.
Searching will be performed in the selected Word Index (such as Words in Title, Words in Author, etc.), or in a combined index, for records which contain the keyword/s.
Cataloging

18. Find - Keyword Searching
Select the search base.
Check the ‘Words Adjacent’ box if the search query should be treated as a string.
Select a search index.
Enter the keyword/s and click OK.
You may use wildcards
(e.g. comput* ).
Multi-index searching is
possible using the two
additional search boxes.
Cataloging

19. Results List
The Results List showing the number of matched results will be displayed in the lower pane.
If the number of results is lower than a pre-defined number, a Brief List will be displayed instead (more below).
Cataloging

20. Results List Options Print/Send
to print, or save results locally in one of the offered formats.
Save on Server
Save the result set on the server under a chosen name.
Load
Download a previously saved set.
Show
Display records as a Brief List and Full View.
Cataloging

21. Brief List
Click the Show option to see the Brief List of records (upper pane), with the full record view (lower pane).
Cataloging

22. Brief List Options Sort Sort records by two sort types. Save As
Select records from the list and save as a new set.
My Records
Save a list of your search hits for use later. Records are saved in XML format on the local drive.
Click ‘Load’ to open previously-saved records.
Cataloging

23. Full View of Record
The lower pane shows a Full View of the record which was selected on the Brief List.
Cataloging

24. Full View Options
Note: Which buttons are active depends on which field is selected on the full view.
Locate
Locate records which are similar to the current one (More below).
Show Like (depending on selected field)
Show records which have the same data as in the selected field.
Headings (depending on selected field)
Display the Browse List, with the line chosen for the type of list and the starting text.
Cataloging

25. Full View Options Cataloging External
For fields pointing to external resources (e.g. 856), open up the relevant resource in a browser.
Link
To display records which are linked to the current one in a parallel, up or down relationship.
Item List
When a Holdings or Item field is highlighted, view the items linked to this record (all items, or items from a specific sublibrary, respectively).
Catalog
Change the display to the Catalog mode.
Items
Change the display to the Items mode.
Cataloging

26. Opening Records
Records may have been saved on the local drive, or on the server.
Locally-saved records may have been cataloged by a junior cataloger, and await approval by a more senior one, who has the authority to save them on the server.
Note that a locally-saved record may only be seen by the cataloger using that particular pc.
Cataloging

27. Opening a Locally-Saved Record
To open a locally-saved record, click Menu/cataloging/Open Record on Local Drive.
Cataloging

28. Load Record From Server
To open a record saved on the server, enter its system number in the top left field, and click the ‘arrow’ icon.
Alternatively, enter an item barcode in the second field (or browse the Item List by call numbers).
System no. search
Item call number
or barcode search
Browse call numbers
Cataloging

29. My Records
You may keep hits from your searches in My Records. Records will be saved locally, as an XML file.
A note may be added to saved records, for retrieval later on.
View, print or send the saved records from the My Records tab. You can also move a record to the Catalog mode for editing.
Cataloging

30. Stage 2: Creating Records
Cataloging

31. Creating Records
Records can be created from scratch, or based on pre-defined templates.
Alternatively, records may be imported from other sources (more later).
With each of these options you can use Cataloging Forms to help entering subfield information.
Available options
1. Using templates
2. Cataloging from scratch
Cataloging

32. New Record From Template
The fastest and most efficient way to create new records is by using pre-defined templates.
The catalog module supports two types of templates:
Templates on the server
Local, user-defined, pc-based templates
Cataloging

33. Opening Existing Templates
Click on the Open Template button, or Ctrl+E, or select Menu/Edit/Expand from Template
Cataloging

34. Creating Local Templates
Local templates may also be created, based on any currently-open record, then edited. (They can also be modified as a text file on the client.)
Menu/Cataloging/Create Template on Local Drive
Cataloging

35. New Record From Scratch
Step 1: Select the
record format
Step 2: Update the default values on
the Leader and 008 forms
(if set up by your system librarian
to appear for new records)
Step 3: Continue adding fields to the new record (there are
two options: choosing from a pre-defined list, or manually).
Cataloging

36. Adding Fields
Option A: adding new fields from a pre-defined list (Menu/Edit/New Field (Choose from List) or F5).
Cataloging

37. Adding Fields
Option B: adding new fields as defined by the cataloger (Menu/Edit/New Field (User-Defined) or F6).
As you finished entering the new field’s code, the system will add its name (if it is defined already).
Cataloging

38. Adding Subfields
Then, subfields should be added to the new field or to other fields (Menu/Edit/New Subfield or F7).
Alternatively, open a Cataloging Form for a particular field, which includes all its pre-defined subfields.
Cataloging

39. Cataloging Forms
Cataloging forms are available for various fields, allowing fast and easy data entry into subfields.
Menu/Edit/Open Form or Ctrl+F for a selected field. Example: the form for the 008 tag.
Cataloging

40. View in Web OPAC
It is possible to view an open draft in the Web OPAC, by opening the Browser tab in the lower pane.
Cataloging

41. Stage 3: Saving Records
Cataloging

42. Saving Records There are two main options for saving records:
Save on local drive (or Save all on local drive)
Save on server and local drive
Cataloging

43. Save on Local Drive
The Save on Local Drive and Save All on Local Drive options save the current record (or all open records) on the pc’s hard disk.
To save locally: Menu/Cataloging/Save on Local Drive. (or /Save All on Local Drive)
Note that the locally-saved record will not be available for others to find in the OPAC.
Cataloging

44. Save on Local Drive
All new records on the local drive are allocated a file name in the following format: NEWnnn.mrc
Cataloging

45. Save on Server
The Save on Server and Local Drive option updates the server-based database, and assigns a system number to the record (while retaining the ‘NEWnnn’ local-drive file number).
Pre-defined checks and fixes may be also applied to the record during saving.
The system number is a unique identifier of the record. This option saves the record both on the server and on your local drive.
Cataloging

46. Save on Server
Save on Server and Local Drive
Cataloging

47. Save on Server
To save: click Menu/Cataloging/Save on Server and Local Drive or the top toolbar icon
The record will be saved into the local bibliographic library.
Next, the following confirmation screen will be displayed, where the Cataloger Level may be changed:
Cataloging

48. Save on Server Basic record-saving rules
A lower-level cataloger cannot overwrite records that were saved by a higher-level cataloger.
If two or more people are working on the same record simultaneously, only changes made by the cataloger who called up the record first will be allowed to be saved.
When a record is saved on the server, any fields or subfields empty of content will be deleted.
Cataloging

49. Save on Server – Checks and Fixes
The system then checks the record, based on user-defined check procedures, and produces a check-report window.
You may override it, depending on the type of problems.
The system may also perform user-defined fix routines.
* These messages will
become triggers for
this record (more later).
Critical error – no override!
Information messages*
Overridable error
Cataloging

50. Save on Server – Checks and Fixes
It is possible to view the errors/notes in the Messages tab in the lower pane.
Selecting any particular error will place a green highlight on the ‘problem’ field.
Cataloging

51. Stage 4: Check Routines
Cataloging

52. Check Routines: The Concept
Check routines are standard library-defined procedures that are used to “check” fields, subfields and Cataloging records.
It is up to the library to decide, and set up, which checks will be ‘mandatory’, i.e. critical ones that cannot be overriden by the librarian, and which will be for information only.
Cataloging

53. Field-level validation routines Record-level validation routines
Types of Checks
Field-level validation routines
Record-level validation routines
Cataloging

54. Check Field
The check field option (Menu/Edit/Check field or Ctrl+W) verifies:
That the indicators and/or subfield codes are valid for the tag
That mandatory subfields are present
That non-repeatable subfields are not repeated
Dependencies between the selected field and the other fields in the record
The contents of fixed-length fields.
Cataloging

55. Check Field An example regarding the validity of an indicator:
Cataloging

56. Check Record
The Check Record option (Menu/Edit/Check record or Ctrl+U) verifies that:
Required fields and subfields are present
Non-repeatable fields and subfields are not repeated
Dependency between fields
Checks if a new entry is added to the headings list
Checks if a duplicate record will be opened in the Direct Index
Checks if similar records already exist in the database
Checks for new headings.
It also performs ‘Check Field’.
Cataloging

57. Check Record (Ctrl + u) An example containing a few problems:
Cataloging

58. Check Routines
The check mechanism can be used to “check” records in various circumstances:
In the Cataloging module while editing a record.
In the Cataloging module when a record is sent to the server (before updating the database, the system automatically checks the record).
By a batch service on a group of records.
Cataloging

59. Stage 5: Editing Records
Cataloging

60. Viewing a Draft Record
You may choose between 3 ways of viewing your cataloging draft.
Normal screen (with lower pane)
Full screen (no lower pane)
Split screen (between 2 records).
Note: if the Split Editor button
was also clicked, all the above will be
relevant for the two drafts.
Cataloging

61. Viewing a Draft Record
To switch between the 3 views, click on the Full screen toggle button
Note that if the lower pane was in focus (surrounded by a red frame), then it will be affected by the viewing changes.
You may therefore view the Tag Information tab (of the lower pane) in Full View mode.
Cataloging

62. Editing Records
Various standard editing options are available from the Edit sub-menu:
Cataloging

63. Some Editing Functions
Also available from the Edit sub-menu:
Undo + Redo
Copy (selected text, subfield, field, record)
Paste (selected text, subfield, field, record)
Cut (selected text, subfield, field)
Delete (selected text, subfield, field, record)
Cataloging

64. Moving Around a Record Moving up/down one line: up/down arrows
Moving left/right one space:
left/right arrows
Moving from field to field:
Tab
Moving to the beginning/end of the record:
PageUp/PageDown
Cataloging

65. Other Options from the Edit Sub-Menu
Expand from template (Ctrl+E) Adds fields and subfields from a template to your current record.
Change record’s format Changes the contents of the FMT field.
Sort record
Sorts the fields of the current record according to the order defined in a table*. Note: Fields 5xx,6xx and 7xx are not sorted, but entered in the same order in which they were added.
*tab01.eng
Cataloging

66. Locking a Record
The system does not allow a cataloger to save a record to the server if another cataloger has retrieved and saved it before the first cataloger.
In addition to this automatic security, you can actively lock a record so that only your changes can be saved on the server until you unlock the record. No one else can save this edited version on the server.
To lock a record, click Menu/Cataloging/Lock Record.
To unlock a record, click Menu/Cataloging/Unlock Record.
Cataloging

67. Locking a Record The record header will change to:
Another cataloger trying to open it will get a warning message:
And the record will carry the header:
Cataloging

68. The Record Manager
The Record Manager is only available in the Record mode. It is located at the bottom left pane.
It offers a tree-like view of all the records which are linked to the one currently being edited:
Holdings (HOL) records
Item records.
Administrative (ADM) records
Cataloging

69. The Record Manager HOL and ADM records:
View existing records, by double-clicking on the node for the relevant record to open in the draft pane.
Create new records by right-clicking on the relevant library’s node (nnn50 for ADM, nnn60 for HOL) and choosing Load/Create record, or opening Menu/Record Manager/Load/Create record.
Item records:
Double-click on the Items node – this will take you to the Items mode.
Items with an HOL link may ‘nest’ under the ADM or HOL nodes or both depending on system setup.
Cataloging

70. Stage 6: Search Headings
Cataloging

71. Search Headings
The Search Headings options help the cataloger fill in the contents of a field (or a subfield) from a list of previously-indexed headings. This may be useful when the Authority database needs to be consulted.
You can choose headings from the current library (Edit/Search/Search field headings of current library or F3), or from a collection other than the home library (e.g. the Authority library) (Edit/Search/Search field headings of other library or Ctrl+F3).
The same options are also available for subfields.
Cataloging

72. List of Headings
First, select the relevant field and click F3 or Ctrl+F3
Note that the search was done in the AUT (Authors) index
Cataloging

73. List of Headings
When you find the correct heading, select it and click OK, and it will be inserted into the relevant field.
Cataloging

74. List of Headings You may jump to a different
heading or expand to a full record.
Cataloging

75. List of Headings
From the full record click Select to see the other record
in the Record mode.
Cataloging

76. List of Headings
If the selected heading is a "See From" reference, then the preferred heading from the authority record will be inserted into the catalog draft (depending on setup).
Cataloging

77. Search Subfield Options
For specific subfields, you can choose text from a list of pre-defined options (Edit/Search/Search subfield options or Ctrl+F8).
Cataloging

78. Stage 7: Locate Similar Records
Cataloging

79. Locate Similar Record
During cataloging, you may search for similar records to the one being cataloged.
The Locate function is used in order to compare, and/or to load and merge fully-cataloged records from other sources, in order to enrich the draft record.
The search is based on a search string which is defined in a table (e.g. “wti=“, i.e. word from title).
You may search in the current library or in other libraries defined in the system.
Cataloging

80. Locate Similar Record
This search was applied to the Library of Congress catalog (resulting in 137 matches):
Click ‘Show Record’ to see the results in a Brief List.
View the search query by clicking ‘Show Query’.
Cataloging

81. Locate Similar Record
Menu/Edit/
Locate Similar Recor d
Cataloging

82. Stage 8: Fix Routines
Cataloging

83. Fix: The Concept
Fix routines are standard library defined programs that “fix”, or make specific changes,
to Cataloging records.
Cataloging

84. Fix: Technical Aspects
The “fix” function works with a special table (tab_fix)
which defines, for each fix program:
The routine (or instant) whence a fix program will be applied (e.g. while saving, or merging, records)
The Fix program’s code
Optional arguments for the program.
Cataloging

85. Fix Examples Cataloging 1 2 3
!!!!!-!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!-!!!!!!!!!!
INS fix_doc_tag_008_open_date
INS2 fix_doc_ OVERWRITE
INSFS fix_doc_punctuation_usm
OCLC fix_doc_oclc
Routine
Fix program
arguments
Cataloging

86. Fix Example: fix_doc_tag_008_open_date
Routine: INS
Fix programs linked to the INS (from INSert) routine are automatically activated when a record is sent to the server.
Fix Program: fix_doc_tag_008_open_date
This fix program automatically adds the current date to MARC field, positions
Cataloging

87. Fix Example: fix_doc_tag_008_open_date
Before the fix
After the fix
Cataloging

88. Fix Example: fix_doc_001 Routine: INS2
While sending the record to the server, but immediately after it had received a system number. This is performed before the INS routine.
Fix Program: fix_doc_001
The program inserts a MARC field with the system number of the record into the cataloging draft.
Argument: OVERWRITE
Replaces existing 001 fields, even if they have data.
Cataloging

89. Fix Example: fix_doc_punctuation_usm
Routine: INSFS
For records saved during Fast Cataloging in other modules (e.g. Acquisitions) while sending the record to the server.
Fix Program: fix_doc_punctuation_usm
The program adds standard punctuation to the MARC , 260 and 300 fields.
Cataloging

90. fix_doc_punctuation_usm
Before the fix
After the fix
Cataloging

91. Fix Example: fix_doc_oclc
Routine: OCLC
Fix programs linked to the OCLC routine are activated when records are loaded from OCLC.
Fix Program: fix_doc_oclc
The program moves the OCLC 001 and 003 fields to the ALEPH (MARC 21) 035 field, in the following format: (003)001.
Cataloging

92. Some Other Fix Programs
The fix_doc_tag_008 program adds to positions of the MARC field the date of publication according to the date entered in MARC 21 field 260, subfield $c.
The fix_doc_non_filing_ind program adds values to non-filing indicators according to stopwords defined in the library’s tab02 table.
The fix_doc_sort program sorts the fields of the current record according to the order defined in a table.
Cataloging

93. Manually-Applied Fix Routines
You may manually apply fix routines prior to sending the record to the server, by selecting Menu/Edit/Fix Record, and choosing the relevant fix to be applied to the record.
The list of available fixes is pre-defined in a table.
Cataloging

94. Manually-Applied Fix Routines
Cataloging

95. Stage 9: Other Functions
Cataloging

96. Duplicate Record
The Duplicate Record option enables you to copy the currently displayed record and then edit the copy.
The new copy will be located on your local drive. The original filename and system number (if any) will not appear on the new record.
A new local filename will be assigned.
Cataloging

97. Duplicate Record
Select the database in which you wish the record duplicated
Cataloging

98. Delete NEW* Records
This option deletes all local records whose filenames begin with the prefix NEW*. Select Menu/Cataloging/Delete NEW* Records.
NEW* records may also be automatically deleted by the system, following some client setup.
This is done by setting the interval (in days) for records, which have not been updated/created, to be deleted.
Cataloging

99. Rename on Local Drive
If there is a NEW* record in your local drive that you do not want to delete, use the Rename on Local Drive option from the Cataloging menu.
Only those local records that were renamed will ‘survive’ the ‘Delete NEW* Records’ action.
Cataloging

100. Delete Record From Server
The Delete Record From Server option deletes the selected record from the server.
Records which are linked to ADM records, items, orders or loans cannot be deleted until those linked elements are deleted. A warning screen will show all these ‘problems’ – those in red are non-Overridable. (To override or not to override – in table setup)
ADM – no override!
Items – no override!
Loans - Overridable error
Cataloging

101. Delete Record From Server
The record will not be completely deleted, but all fields except the LDR field will be removed.
In addition, all links from the record to the OPAC indexes will be removed.
Cataloging

102. The ALEPH Keyboard
You may insert characters that are not present in your workstation's standard keyboard by using the ALEPH Keyboard (Menu/Cataloging/ Activate Keyboard or Ctrl+K or clicking the keyboard button ).
The keyboard will be displayed in the lower pane – choose the required character set among the pre-defined tabs.
Cataloging

103. The ALEPH Keyboard
Place the cursor in the right place in the record, and insert
characters from the keyboard’s relevant tab.
For example, to enter the letter Ö (as in Österreich), use the
Latin Supplement tab of the keyboard.
Cataloging

104. Triggers
A trigger is a reminder to perform a task related to a specific record, one which can be retrieved later on.
Triggers may be sent to specific destinations (e.g. Acquisitions dept.) or remain general.
Triggers may include messages produced by the system, informing you of errors found when the Check Record function was used.
Cataloging

105. Triggers
To view existing triggers, or to add a new one, go to Menu/Edit/Record’s Triggers. The List of Triggers is displayed.
View the list of existing triggers on the top part of the window. Click New to add a new one, or select one to modify.
Create or modify a trigger on the bottom part of the window.
Cataloging

106. Triggers
To view all triggers for a given range of dates, filtered by Department, open the Triggers branch of the Record mode.
Click Edit to be taken to the bibliographic record.
Click Items to move to the Items mode.
Filter by date range
and by department
Cataloging

107. Stage 10: Importing Records
Cataloging

108. Importing Records
You can convert external records into ALEPH format and import them into your system.
This is done using the “Import Records” tree option in the Record mode.
Cataloging

109. Importing Records
1. Select the file you wish to convert.
Cataloging

110. Converting Records
2. After choosing your source data, you will be asked to select a suitable conversion program.
Cataloging

111. Converted Records
3. When you have selected a conversion program, the file will be converted and a list of converted records will be displayed.
Cataloging

112. List of Converted Records
If you do want to edit a record, then highlight the desired record and click on the “Edit” button. It will then open as a local record for editing and saving.
If you do not wish to edit a record immediately, you can always access the converted records later by selecting the “Import Records” tree option on the Record tab.
Cataloging

113. Stage 11: Authority Control Summary
Cataloging

114. What is Authority Control?
Authority control is the use of
authority records to create:
Consistency
A cross-reference structure
Cataloging

115. Consistency
Authority control can be used to create consistency in the names and subjects used as access points in a bibliographic database.
For example, the OPAC searcher will find all works by Samuel Clemens, also known as Mark Twain, listed under one heading -- the preferred heading (as opposed to some works listed under Clemens, and other works listed under Twain).
Cataloging

116. Cross-reference Structure
Authority control can be used to create a cross-reference structure for the names and subjects used as access points in a bibliographic database.
For example, an OPAC user who does a search for "Clemens, Samuel” (the non-preferred heading) will find a cross-reference to "Twain, Mark” (the preferred heading).
Cataloging

117. Automatic Update
In ALEPH, when a catalog record is sent to the server with a non-preferred form of a heading, the system will automatically update the non-preferred form to the preferred form.
However, a library may decide that it does not want its headings automatically updated by the system.
Cataloging

118. Automatic Update Before Saving on the server:
After Saving on the server:
Cataloging

119. Stage 12: Authorizations and Privileges
Cataloging

120. Levels of Authorization
In Cataloging, three levels of authorizations may apply:
Cataloging Module Authorizations for using its various functions (e.g.: saving or deleting records.)
Update authorization for particular records
Tag privileges for adding and modifying specific tags.
Cataloging

121. Cataloging Module Authorizations
The login procedure for the Cataloging module requires the user to enter his/her user name and password.
If the Save Password box was checked, then the next time the user accesses the module, s/he will be automatically logged in.
Cataloging

122. Cataloging Module Authorizations
The Privileges icon on the Status Bar (bottom right of the module) is used to add new librarians to the system and to assign them function-related access rights.
(General authorization topics are dealt in System Librarian training.)
Cataloging

123. Cataloging Module Authorizations
From the Staff Privileges window, select a user and click on the Access Rights button to see their authorizations, per library, or globally (on the ALEPH level).
Cataloging

124. Cataloging Module Authorizations
Delete record on server
Local Cataloging functions
Retrieve and view records
Send record to server …
Cataloging

125. Cataloging Module Authorizations
Note that password authorizations can be given for specific module subfunctions, or for all subfunctions.
Authorizations may also be given for a specific library or for all libraries.
You may also deny a specific function to a user.
Cataloging

126. Cataloging Levels
When a catalog record is edited and saved on the server, the level of the cataloger is assigned to the record.
Click Edit/View Record’s Catalogers.
Cataloging

127. Cataloging Levels Cataloger levels range from 0-99.
In order for someone else to update the record, s/he must have a level equal to, or higher than, the level assigned to the record.
Junior catalogers may view, but not update, records created by senior ones.
Cataloging

128. Cataloging Levels
The cataloging level is also assigned from the Staff Privileges window, clicking the Modify User button.
Cataloging

129. Cataloging Levels
Each time records are saved on the server, the cataloger level may be changed.
This is useful if you wish to close a record to catalogers at your level and pass it on to catalogers from a higher level, or to open a record to catalogers of a lower level.
Cataloging

130. Tag Privileges
At the tag level, you can define allowed and denied fields for different catalogers or their proxies.
(The definitions are set in the permission.dat table of the library’s pc_tab/catalog directory.)
!!!!!!!!!!-!!!!!-!-!!!!!!!!!!
CAT ##### Y
RICHARD ##### Y
RICHARD ## N
NANCY ##### Y CAT
Cataloging

131. Tag Privileges
In this example, user RICHARD is authorized to edit all fields, except the 650 field. This field will be grayed out for him (i.e. non-editable), and a note appears on the bottom bar.
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CAT ##### Y
RICHARD ##### Y
RICHARD ## N
NANCY ##### Y CAT
Cataloging

132. Tag Privileges - Proxies
When a cataloger is listed as a proxy of another, the former gets the privileges of his/her proxy.
In this example, NANCY is defined as a proxy of CAT. NANCY will therefore have the same editing rights as CAT (i.e. all tags in this case).
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CAT ##### Y
RICHARD ##### Y
RICHARD ## N
NANCY ##### Y CAT
Cataloging