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Cataloging Using SmartPORT

Cataloging Using SmartPORT. Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference. SmartPORT Configuration. WorkFlows Help FAQs: Setting Up Unicorn Z39.50 the Quick and Easy Way Getting Started with Z39.50 SIRSI Customer Support webpage Z39.50 Corner.

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Cataloging Using SmartPORT

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  1. Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference © 2000 Southeastern Louisiana University

  2. SmartPORT Configuration WorkFlows Help FAQs: Setting Up Unicorn Z39.50 the Quick and Easy Way Getting Started with Z39.50 SIRSI Customer Support webpage Z39.50 Corner © 2000 Southeastern Louisiana University

  3. Add a Z39.50 Element • On WorkFlows configuration toolbar • OPAC Configuration wizard • Select Gateway • Select modify iLink • In Root Element folder, select modify Root • In Gateway Elements folder, select modify KNOWLEDGE_PORTAL • In Gateway Elements folder, select modify Z39.50 • In Gateway Elements folder, duplicate an element © 2000 Southeastern Louisiana University

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  10. Creating Search Names • On WorkFlows configuration toolbar • OPAC Configuration wizard • Select Name Mapping • Modify OCLC • In Mappings folder, click on New button • Click on Search name gadget, select OCLCNUM • Click on Search use attributes gadget, select LOCAL-NUM • Click Save changes © 2000 Southeastern Louisiana University

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  12. © 2000 Southeastern Louisiana University

  13. SmartPORT Settings WorkFlows Help • Load Bibliographic Record Options: Call Sources • Class scheme • Entry • Subfields to use • Whether the last occurrence of the entry should be used • Load Bibliographic Record Options: Title Control Number Source Value • Code MARC Entry • o OCLC number (001) • p OCLC number (035) © 2000 Southeastern Louisiana University

  14. SmartPORT Settings • Click on Preferences in WorkFlows menu bar • Click on SmartPORT settings • Under Bibliographic Record Load Option click on “Match and Load” • In Title Control Number Source box, key in “po” (for OCLC records) • In Call Sources box, key in “LC,050,,N/LC,090,,N” (for LC call numbers) • In Library box, key in “library code” • Click on “ok” © 2000 Southeastern Louisiana University

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  16. © 2000 Southeastern Louisiana University

  17. Using SmartPORT • Click on lighting bolt icon • Choose source(s) for exporting records • Click on connect button (you should see a clock) •  When connected, click on search •  Fill in search box and click on appropriate button (ISBN, author, title, etc.) • Look through the list of records and click on the display button next to the record © 2000 Southeastern Louisiana University

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  19. © 2000 Southeastern Louisiana University

  20. Icon Searching © 2000 Southeastern Louisiana University

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  22. Labeled Searching © 2000 Southeastern Louisiana University

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  24. © 2000 Southeastern Louisiana University

  25. Capturing a Record • If the record is the one you want, click on the capture button (camera)  • The Load Bibliographic Record Options screen will come up and if there are no changes in the way it should export, click on “OK”  • Another box should come saying that it is uploading “raw Marc” records. Click on “OK”  • The Loading Bib Record screen will come up with the marc record.   • You may get a message that says “Copy does not exist”. It should be loaded by this time. © 2000 Southeastern Louisiana University

  26. SmartPORT Pros • Export records immediately • Very easy to search • OCLC’s Connexion may be cumbersome with Unicorn © 2000 Southeastern Louisiana University

  27. SmartPORT Cons • Learn new searching techniques • Much more expensive than using derived or numeric searching on OCLC’s Passport • Numeric/derived search $ 0.4640 • Z39.50 search/export $ 1.1600 © 2000 Southeastern Louisiana University

  28. Websites for SmartPORT and/or Z39.50 searching http://www.oclc.org/oclc/cataloging/z3950/zcat_searchtips.html http://www-sul.stanford.edu/depts/catdept/docs/unicorn/smrtp_qualify.html http://www.libraries.psu.edu/iasweb/techserv/docs/smartport/spsearch.html © 2000 Southeastern Louisiana University

  29. Additional Information http://www.selu.edu/Academics/Faculty/jcaswell/ © 2000 Southeastern Louisiana University

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