1. Kathy Setter & Julie Woodruff Indianhead Federated Library System Eau Claire, Wisconsin

2. Functions Workflows Telnet/Admin Corner Menu Bar Settings  Templates  Macros  Print Templates Options Help RDA Tips

3.  Set up in the Admin App  Default workflows provided  Customizable  Order workflows  Order functions within workflow  Our example:  Basic Circ & Cat  Cat add  Advanced Circ & Cat  Acquisitions  Serials  Admin

4.  Index rules found both in Telnet and Sierra Admin  Still many settings found in Telnet  View MARC validity tables  Headings Report settings  Duplicate check on new records options  Label specifications  Substitution phrases  Overlay priority and protection lists  Enable Print Templates  Automatic Authority Control Settings

5. File – Select Printer Standard printer – for printing records Print Templates – for spine labels (if using)

6.  Set for each login  Editor tab  Show MARC tags  Overwrite MARC tags  Editor Font tab  Change font and size for open records only  Editor Colors tab  Change colors for tags, indicators, subfields Foreground and background  Default Character Map

7.  Retrieval View  Edit = opens to bib record, ready for editing  Summary = opens to summary screen  Summary View  Which records do you want displayed on the summary screen?  Apply – for that session  Save – permanent change  Quit – to close this box

8.  Used when working in a List  Change to Range to:  Easily move to next and previous records  Always see where you are in a list  Full editing capabilities Includes attached records  Click Stop when done Gives number of records scanned  Must change back to browse to get regular search screen

9.  Mini Create List  Works just like Create Lists  Use Existing Search and Retrieve Saved Query goes to those for your Create Lists  Good for a small number of records  Can View and Edit as usual  Doesn’t stay  Once you close it, it’s gone

10. New Records tab  Set default bib template  Set default item template  Records to attach to new bib records  Check item or order depending on your workflow to have that template automatically open after saving a new bib record  Be sure to Save Settings on each tab after making a change

11.  Book jacket display  Use larger fonts  Compact Browse  Skin  Icon display

12.  Create templates  Bib  Order  Item  Set Preferred Templates

13. DVD

14.  Check to have Statistics window appear before Sierra closes  Can view Statistics at any time under Reports  Session Statistics reports for that session only (resets when logged off or shut down)  Cumulative Statistics for any range of months

15.  Single Window mode allows only one window to be viewed at a time  Multi Window mode to view records side-by-side  Check to Maximize all windows  Choose focus for Search box  Index if you often change index  Text if index largely remains the same and you want to go right to search term

16.  Select which columns show up in Headings Reports

17.  Space for 44 macros  Put like things together  Choose things you type repeatedly

18.  To add 33x fields for a book:  %ALT+r%r336 text|2rdacontent%ENTER%RIGHT%LEFT%ALT+%r337 unmediated|2rdamedia%ENTER%RIGHT%LEFT%ALT+%r338 volume|2rdacarrier  To add 33x and 34x fields for an audiobook:  %ALT+r%r336 spoken word|2rdacontent%ENTER%RIGHT%LEFT%ALT+%r337 audio|2rdamedia%ENTER%RIGHT%LEFT%ALT+%r338 audio disc|2rdacarrier %ENTER%RIGHT%LEFT%ALT+%r344 digital|boptical|2rda%ENTER%RIGHT%LEFT%ALT+%r347 audio file|bCD audio|2rda  To add 33x fields for a DVD:  %ALT+r%r336 two-dimensional moving image|2rdacontent%ENTER%RIGHT%LEFT%ALT+%r337 video|2rdamedia%ENTER%RIGHT%LEFT%ALT+%r338 videodisc|2rdacarrier  TIPS: Two spaces after MARC tag for the indicators.  Create Bib Record templates for original cataloging with these fields already present.  Can set up Substitution phrases (entered through telnet/Admin Corner).  See complete list at: http://www.iflsweb.org/MORE/training/macroshttp://www.iflsweb.org/MORE/training/macros

19.  If using Print Templates for Spine Labels  Move templates you use under Preferred Templates  Use dropdown at bottom of window to select Template currently in use  OK changes for now  Save Settings makes it the default

20.  Check Use wizard to create new records  Choose codes, descriptions or both  Choose options for bib level holds  May want to define a not wanted after date for holds placed through Sierra

21.  Login can edit preferences  Show record number, if desired  Choose the number of records you want to show in recent history  Search – search terms  Record – records retrieved

22.  Session/Cumulative Statistics  Shortcuts to Web Management reports (old and new) Tile records Browse to go back to search

23.  Manual – on CS Direct  With bib record open  Tools  MARC Tag Info  Character Map  Verify Heading

24.  With bib record open  View  Public Display With bib record open Substitution phrases Alternative to Macros Most-often needed fields and phrases To use: – Right Click – Entered at system level in telnet (Admin Corner)

25.  Uses Z39.50 server table  Set up in telnet  Good etiquette to ask first  Choose databases to search  Search by ISBN, Title or Author (Word or Subject not recommended)

26.  Load Library of Congress MARC TAG validation tables to replace existing tables (Sierra)  Use when a new MARC tag or subfield shows in red in Sierra  Load updated Special Field Codes file  Review current configuration for RDA  No charge, can and should be repeated as RDA rules are updated  Updates load table to support RDA changes or the library’s cataloging needs If staff has had Load Profile training, they can change their own tables Optionally request that Innovative review load tables and recommend changes  Adjusts indexing for RDA as necessary Optionally request that Innovative review index rules and recommend changes  Adjust other aspects of validation and display in response to RDA changes  Don’t forget to update Record Display Definition File (webpubdef) to display or prevent display in WebPAC of new fields introduced in RDA

27.  Leader – change cat form to i  040 – make sure |beng and |erda are present  1xx – add relator term in |e  245 – remove GMD, check |c  250 – transcribed as it appears on item  260 -- changes to 264  _1 Publication (core)  _2 Distribution  _3 Manufacture  _4 Copyright date (if different from publication date)  300 – fill out pages, illustrations, etc.  Sound disc to audio disc  3xx fields added  490 – transcribed as it appears on item  7xx – add relator terms in |e

28.  Book examples:  B22000987, Personal  B22316000, Roller girl  Audiobook examples:  B22311099, Duke’s diamonds  B22252307, Easter bunny murder (Playaway)  Music CD example  B22269897, Greatest hits, decade #1  DVD example  B22278473, Big hero 6  Authority record example  A16054325, Frank Sinatra  37x tags, including associated place, field of activity, occupation, gender, language, fuller form of personal name  Terms such as Jr. and Sr., as well as numbers such as III can now be used

29. Kathy Setter setter@ifls.lib.wi.us Julie Woodruff woodruff@ifls.lib.wi.us