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Managing Series Using the Cataloger’s Toolkit

Managing Series Using the Cataloger’s Toolkit. ELSUG 2008. October 9, 2008 Wichita State University Wichita, KS. Margaret Kaus Original Cataloger Kansas State University mkaus@ksu.edu. Presenters. Michelle Turvey-Welch Original Cataloger Kansas State University mturvey@ksu.edu.

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Managing Series Using the Cataloger’s Toolkit

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  1. Managing Series Using the Cataloger’s Toolkit

  2. ELSUG 2008 October 9, 2008 Wichita State University Wichita, KS

  3. Margaret Kaus Original Cataloger Kansas State University mkaus@ksu.edu Presenters Michelle Turvey-Welch Original Cataloger Kansas State University mturvey@ksu.edu

  4. Goals of this session • Demonstrate Gary Strawn’s Cataloger’s Toolkit • Toolkit buttons used to work with series authorities • Red cross button • 490/830 buttons • Q (queue) button

  5. Understandings • Assumes basic understanding of series authority records • Typical workflow generated by vendor authority reports

  6. What this session will not do • Provide how-to instructions on installation of the software • Give detailed information on creating series authority records

  7. What is Gary Strawn’s Cataloger’s Toolkit? • 3rd party software developed by Gary Strawn, Library Systems Analyst, Northwestern University • The toolkit is freely available for download http://www.library.northwestern.edu/public/

  8. What does the Toolkit do? • Globally changes headings in Voyager to match authority record • Change series from untraced to traced OR traced to untraced • Identify headings that need correction

  9. What does the Toolkit not do? • Delete headings from the Voyager Global headings queue

  10. Why use the Toolkit? • Quickly changes series headings • Much quicker than copy and paste • A single click changes corresponding names, subjects and name/title headings • Accuracy • Generates reports

  11. Drawbacks • The toolkit is not networked and must be installed on each PC • Requires more effort to keep each individual PC current • At K-State, installation also requires an extra layer of security with Virtual Patron Network (VPN) client

  12. Red cross button • To easily work, must have a cross-reference in the series authority record • Only use when confident that unexpected headings will not be changed • Must be used in conjunction with Correction Receiver (another Gary Strawn tool)

  13. Red cross button

  14. Red cross button • Open authority

  15. Red cross button • Click on Red cross button

  16. Red cross button • A new screen pops-up, indicating that 2 headings match a cross-reference and require maintenance • Supplies old form of heading, and new form of heading

  17. Red cross button

  18. Red cross button • With Correction Receiver running, you can see the headings change

  19. Traced series: 490/830 button • For more flexibility when working with headings, use the 490/830 button(s) • Requires that you bring each bib record into Voyager, review independently • Often takes longer, but provides more options • Able to work with several bib records, or one bib record at a time

  20. Traced series: 490/830 button • Bring authority into Voyager • Use “builder search” to find bibs with untraced heading • With authority record open, click on 490/830 button with border around button; this brings the authority into the toolkit

  21. Traced series: 490/830 button • Retrieve 1st bib • Click on 490/830 button (again) • NOTE: The 490/830 button with a border works with multiple bibs

  22. Traced series: 490/830 button • Changes are made • If needed, edit $v Originally had 8, I changed to: v. 8 in order to follow pattern from 642 field

  23. Untraced series: 490/830 button • Also possible to convert a traced series to untraced • Open authority • Verify 645 field has “n” • Bring all bibs into Voyager • With authority open, click on 490/830 button to add heading to toolkit

  24. Untraced series: 490/830 button • Open 1st bib • Click on 490/830 button • NOTE: The 490/830 button without a border edits one bib record at a time

  25. Toolkit reports • The Toolkit makes an abundance of reports • In toolkit setup, indicate folder path

  26. Toolkit reports

  27. Toolkit reports • Changed.txt shows changed version of bib

  28. Toolkit reports • Details.txt shows specific headings changed

  29. Toolkit reports • Summary.txt shows heading Corrections Receiver summary of activity heading

  30. Global Headings Change & Preview Queues • No authority outsourcing vendor? • Consider using the Voyager Global Headings Queue • (The toolkit does not delete heading from queue) • Disadvantage: Retrieves all headings, not just series

  31. Global Headings Change & Preview Queues

  32. Global Headings Change & Preview Queues • Click on search • Open authority and hit the Red cross button or 490/830 button

  33. Speaking of Global Headings Queue… • Even if using a vendor, may want to periodically review global headings queue • Check Voyager manuals for additional information on Global Headings Queue

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