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Introduction | BAM Options | SACO Options | Batch Correction Options | Buttons that Add 670 Fields | Call Number Options | Email Options | Processing Slip Options | S#/#S | Sequential Numbers | Clipboard Button | 501 Button | Fixed Field Editor | Merge | 490/830 | Export to Disk | Needle and Thread | 501 Button | Cataloger's Toolkit : Options : Changing the Way the Toolkit Works | Table of Contents (Voyager System) | Table of Contents (Top)]
Basic configuration for the Toolkit is described in the document on Changing the Way the Toolkit Works. Under Button Details, the preferences are now arranged in a dual layer, so that configurations that apply to specific buttons are now separated out, and accessed by the button(s). These extra configurations are described here.
Some of these extra configurations involve only a single panel; others include multiple panels for the affected buttons.
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This panel provides information for the Toolkit to use when setting verifying records. As you can see, there are multiple options that apply here.
The first general panel covers things that should be checked or ignored when verifying the record. This includes confirming whether or not the record (and/or the holdings record) is marked as suppressed, whether or not the operator should be notified about obsolete content, and whether certain problems should be ignored.
This panel is used to set up whether or not certain coding or URL problems should be checked.
Here the subject heading schemes of interest are specified.
Here the series specific information is given.
The Toolkit can be set up to use certain information stored on your computer in the course of verifying records. The location of these files are specified in this panel.
You can create new authority records within the Toolkit. This panel is used to indicate certain basic preferences when doing so.
The Toolkit can be set up to make certain corrections when verifying the record. What changes are automatically allowed are specified here. This panel deals with corrections to headings.
The Toolkit can be set up to make certain corrections when verifying the record. What changes are automatically allowed are specified here. This panel deals with corrections to MARC coding.
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Participants of the Subject Authority Cooperative program are required to send submissions through a web based form. This tab includes the address of the web form, and your name for reporting purposes.
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If an operator is allowed to make a batch correction request, the name of the folder where the request will be stored should be recorded here.
During an batch correction request, the program may inquire if the full stop at the end of a heading in an authority record is required. If the operator indicates that it is not, the program can be set to automatically correct the authority record.
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Several buttons have been added to the Toolkit that will create a 670 field on request. This panel is set up to indicate whether or not a |5 subfield should be added to the 670 field that is created (non-standard practice). In some cases a 4XX field is also created; if such a field is added, you may also specify if a |5 field is added to that field.
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There are several different call number options. Some of the buttons in question work only at Northwestern University. Others only work if certain files have been set up on the local Voyager server (not yet done here at Queen's). Others work with existing information locally.
This panel deals with the options for the 'shelflisting' and 'move a call number' buttons.
These options apply not only to the 'shelflisting' and 'move call number' buttons, but to two buttons only available for use at Northwestern University.
You can specify whether the Toolkit should use both the |h and |i subfields of the call number tag, or only the |h.
You can choose to have the Toolkit put the call number in the holdings record, or in the clipboard.
This tab deals with the handling of call numbers that applies only to Northwestern University. It should be ignored.
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It is possible to attach a Voyager record to an email. This panel allows you to set certain options.
If you regularly send records as attachments, you can specify a certain standard subject line to appear at the top of the email message.
You can ensure that the message (with the attached record is sent only to a single person).
The record can be sent as a raw MARC attachment, which can then be imported into someone's database. If this option is not checked, then the record is broken down into a text representation. You can also specify that certain changes are made to the record, if you are in the habit of forwarding records to LC.)
Your full email address should also be included here; this is useful in certain reporting methods.
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This panel helps you design a 'processing slip' to be printed from a Voyager record
You can select the left margin space, and whether or not there is a full page or two columns per page.
By clicking on the Add button, the panel expands, and you can dictate the elements that appear on the processing slip.
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There are two buttons which can be used to search the database for class number and subject headings. These buttons require additional configuration on the server, and are not yet implemented at Queen's.
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It is possible to set up a set of parameters for assigning sequential numbers, for things like microforms. This panel can be set up to assign these types of numbers.
When creating the parameters, an additional set of options opens up on the right.
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You can specify that clicking on the clipboard record will copy the whole record or only the Voyager record number.
If the whole record is copied, then you can also make certain decisions regarding diacritics and special characters.
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The 501 Button is used to assist in the creation of 'With" notes. This panel is used to specify whether or not the note is created in the 501 or the 590 tag.
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Editing the fixed fields in Voyager requires you to negotiate through the numerous drop-down menus for each subfield. While this is very useful if you cannot remember the code values, it can be very time consuming. The Toolkit allows you to edit the fixed fields in a single dialog box, within a labelled format.
This panel allows you to control the appearance of that dialog box, making it easier to identify the different tags, whether the code is valid, invalid or obsolete, or whether you have deleted the entire field.
You can also specify whether Pressing 'enter' same as selecting 'OK', and whether Pressing 'escape' same as selecting 'Cancel' in order to provide easy keyboard equivalents.
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The merge button is not yet available.
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This tab identifies how you want the Toolkit to react when it detects a discrepancy in the series numbering between the authority record and the bibliographic record.
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It is possible to export records to a file on a disk (including your hard drive). You can specify whether you want these in MARC format, or XML format.
In addition you can specify the file location, whether or not the records are saved one record per file, or in a combined file. You can also adjust the output regarding holdings information.
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This button allows you to save a series of fields to a file to work with. You can specify the file name here, or use the default.
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Page maintained by Elizabeth A. Read, readel@queensu.ca. Created January 7, 2005; Updated 11-Jan-2005 12:08 PM