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Cataloging: Millennium Silver and Beyond Claudia Conrad Product Manager, Cataloging ALA Annual 2004.

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Presentation on theme: "Cataloging: Millennium Silver and Beyond Claudia Conrad Product Manager, Cataloging ALA Annual 2004."— Presentation transcript:

1 Cataloging: Millennium Silver and Beyond Claudia Conrad Product Manager, Cataloging ALA Annual 2004

2 © 2004 Innovative Interfaces, Inc. Millennium Silver

3 © 2004 Innovative Interfaces, Inc. Millennium Silver Cataloging provides the functionality formerly only in GuiCat and the character-based system*

4 © 2004 Innovative Interfaces, Inc. Authority Control MARC Support Diacritics & Special Characters Power Tools

5 © 2004 Innovative Interfaces, Inc. Authority Control

6 © 2004 Innovative Interfaces, Inc. Headings Verification Verify entire record Verification code information –Including appropriate messages for non-MARC21 (i.e., UniMARC) records –Internationalized Verify individual field (any indexed field, any record type) Easy way to use heading from selected authority or bib record Option to look at the full record from which the new heading is being taken

7 Verify Headings

8 Explain Verification Codes

9 Verify Heading (Individual)

10 © 2004 Innovative Interfaces, Inc. Headings Reports Work interactively or print reports Show type of record and authority record field (e.g., 4xx) on “Preceded by” & “Followed by” lines (First Time Use) Clear entries selectively Prompt to clear report(s) upon exiting the Headings Reports function Create review files of records in the reports More than one user at a time

11 Headings Reports Select report(s), date info & limits (as desired)

12 Headings Reports Selective clearing Type of record/field Resizable columns

13 © 2004 Innovative Interfaces, Inc. LC Authority File on Inn-View Ability to search Library of Congress Authority File on Inn-View (optional product) From browse and from within headings verification process Import authority record Edit record before saving to local system Ability to specify type of saved record (name, subject, etc.) Overlay existing authority record Update bib automatically (from within headings verification process)

14 INN-View Authority File Available from Browse

15 Available via Verification INN-View Authority File

16 Update, Save or Both

17 © 2004 Innovative Interfaces, Inc. MARC Support

18 © 2004 Innovative Interfaces, Inc. MARC Validation and Information Validation errors display automatically, using “Invalid Text” color set in login’s preferences Validation may be turned off in login’s preferences Navigable MARC Information for all variable-length fields MARC Information is searchable “Correct” function to put valid tagging in record

19 Tags, indicators, subfields MARC Validation

20 MARC Information

21 © 2004 Innovative Interfaces, Inc. MARC Leader Store MARC Leader on Bibliographic, Authority and Holdings records Edit as a special field: Record status, Type of record, Encoding level, etc. (Millennium only) Certain elements protected from editing: Record length, Base address, Entry map, etc. Eliminate the requirement to append leader bytes to 008 field Search on Leader values in Create Lists Existing records: Leader will be constructed when needed, saved with your changes Loaded records will retain leader

22 MARC Leader Standard 008

23 Leader is expandable

24 © 2004 Innovative Interfaces, Inc. Holdings Records for Monographic Material Ability to add, change and delete holdings records for monographic material (“c” records) Items linked to both bib and holdings records Improved look-up hierarchy for call numbers and locations (with or without holdings record) WebOPAC will show holdings records in the attached records box, which will be linked to a display of attached items Holdings records will be optional (by system and by record)

25 © 2004 Innovative Interfaces, Inc. Why use Holdings Records for Monographic Material? Desire to use the MARC21 format to its fullest, including the MFHD (MARC Format for Holdings Data) Display advantages in the WebOPAC Improved organization of multiple item records on a single bib record –Multipart item holdings (e.g., encyclopedias) –Multiple locations with multiple items

26 © 2004 Innovative Interfaces, Inc. Monographic Material Holdings record: Leader/06 Type of record  u - Unknown  v - Multipart item holdings  x - Single-part item holdings  y - Serial item holdings

27 © 2004 Innovative Interfaces, Inc. Basic MARC tags 852: Location, call number 876: Items (Basic bibliographic unit) 877: Items (Supplementary Material) 878: Items (Indexes) Optionally 85X/86X pairs: Summary holdings statement

28 Holdings Record, Monograph Item information

29 Holdings Records in WebOPAC Click through to items

30 Items attached to holdings record

31 © 2004 Innovative Interfaces, Inc. Diacritics & Special Characters

32 © 2004 Innovative Interfaces, Inc. Input and Storage Insert special characters & diacritics via a pop-up character map window Character map organizes characters by MARC21 Character Set and each Unicode category Option to store data in Unicode

33 Character Map

34 Use the character map on any screen

35 Default Chart

36 © 2004 Innovative Interfaces, Inc. Chinese Romanization Automatic creation of 880 fields or additional corresponding subfields (Chinese MARC) on Chinese language bibliographic records Removal of Romanization data Paired display

37 Romanization options: Create 880s Delete 880s Flip 880s Show paired display

38 After Romanization

39 Paired display

40 © 2004 Innovative Interfaces, Inc. Power Tools

41 © 2004 Innovative Interfaces, Inc. Millennium Template Maintenance Add, change and delete new record templates (authorized users) via Admin  Settings Ability to store variable-length fields values in templates Accounting/Serial unit-aware: fund & vendor defaults OK Copy a template Save record as a template Character-based templates will be copied for Millennium modules during upgrade to Silver Limit on number of templates has been removed Import GuiCat templates

42 Millennium Template Maintenance (in all modules)

43 Millennium Templates Fixed-field promptsVariable-field prompts Fixed-field defaults Variable-field defaults

44 © 2004 Innovative Interfaces, Inc. Z39.50 Power Tools Broadcast searches: Show the source of each record on browse displays and when viewing an individual record Allow user to see the fields that the load table would strip out (user definable color) Overlay existing record –View existing record before overlay Update OCLC holdings via z39.50 Duplicate checking of records Authority records –Display type (author, subject or title), can change when saving –Display thesaurus (008/11) of subject

45 Z39.50 Broadcast Record source in browse and in title bar

46 Z39.50 Shows fields not in load table Record source in browse and in title bar

47 © 2004 Innovative Interfaces, Inc. Three methods possible –Select from a list of open bibs (when in multi- window mode) –Automatic overlay based on load table match point –Browse to find record to be overlaid View record about to be overlaid before saving and making final Z39.50 Overlay Options

48 Z39.50 Overlay

49 Z39.50 Overlay: View Existing Record

50 © 2004 Innovative Interfaces, Inc. Data Exchange Millennium equivalent to the Read/Write MARC records functionality from the character-based system –FTP, preprocessing, loading all types of records –View MARC files and error logs –Millennium “menus” based on those used in the character-based system on your server Browse for file on client workstation (without it being set up as an FTP server) Create review files of loaded records Related function: Export individual records to a file on the client workstation

51 Get Files Directly from PC

52 Data Exchange Loading Records Scrolling report is printable

53 Viewing files and logs View MARC files

54 Count MARC tags

55 Search in file View MARC files

56 © 2004 Innovative Interfaces, Inc. Authority Control MARC Support Diacritics & Special Characters Power Tools

57 © 2004 Innovative Interfaces, Inc. Millennium Cataloging 2005

58 © 2004 Innovative Interfaces, Inc. Planned for Millennium Cataloging 2005 –FRBR tools to enable catalogers to enable FRBR WebOPAC display –Ability to set up automatic loading and output of records –Input of records via a web-based editor –Global Update enhancements Add data to beginning or ending of field Copy fields –Headings Reports enhancement Don’t report as blind if heading exists in a bib with a subdivision Millennium Cataloging 2005

59 Thank you! Claudia Conrad Product Manager, Cataloging


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