Voyager Cataloging Module Session Defaults and Preferences

REV. 11/5/2010 (SRA for CPDC)

To configure Session Defaults and Preferences in the Voyager Cataloging Module, select Options, then Preferences.
NOTE: Examples below assume that the Voyager clients are located on the staff member’s C:\ drive. If the Voyager clients on the workstation you are configuring are located on the D:\ or E:\ drive, substitute the letter of that drive for C:\ in all instances below.

General

  • Holdings/Item default location: As we have only one “Owning Library”, we will use “SML”.
  • Call Number Hierarchies: Select "Library of Congress."
  • Bibliographic Import/Replace Profile: Select “YL Import Conditional"

Note: Selecting any of the other profiles may result in the creation of duplicate bibliographic records or the unintended overlay of existing records. Users should not select any other profile unless they are performing work that requires bypassing the duplicate detection capabilities of  “YL Import Conditional”. Consult your supervisor before selecting an option other than YL Import Conditional”.

  • Authority Import/Replace Profile: Select "AuthImporConditional".

Note: Selecting any of the other profiles may result in the creation of duplicate authority records or the unintended overlay of existing records.

  • Delete records from work files once saved to database: Check this box.
  • Delete records from import file once saved to database: Check this box.
  • Add a subfield "a" to a new field: Check this box.
  • Display MARC views maximized: Check this box.

Validation

  • Cataloging formats: Choose "YUL2000"
  • Bypass MARC validation: Do not check this box.
  • Bypass Authority Control validation: Do not check this box.
  • Heading Types: Check with your supervisor.
  • FastCat will bypass validation.
  • Copy catalogers will put a check in the "Names" and “Titles” boxes. They will also check the “Display all the Headings” box.

When the "Display all the Headings" box is checked, Voyager will show valid, invalid, and partially valid headings when it checks the record against the authority file. Leaving the box unchecked will result in the display of only those headings that Voyager finds invalid or partially valid. If the record has no invalid or partially valid headings, you will only see the "Record successfully updated" message.

  • Original catalogers may need to check all the boxes available. Checking additional boxes may result in slower response time when saving records to the database.
  • 856 Link Servers: Do not fill in any information here.

Work Flow

  • Retain Last Search: Check this box.
  • Automatic truncation for non keyword searches: Check this box.
  • Display bibliographic record directly if search results in only one title: Check this box.
  • Checking this box allows you to display a bib record without first selecting it from a list if only one title is retrieved by your search.
  • Always create a holding when adding holdings to a bib: Do not check this box.

Checking this box will automatically add a new holdings to a bib record without first displaying the existing holdings already attached to that bib.

  • Display item record directly if item retrieve results in only one item: Check this box.
  • Sequence new items at top: Do not check this box.
  • Check for duplicate item barcodes: Check this box.
  • Suppress confirmation message upon successful save: Do not check this box.

Item Defaults
Item Type
Note: This field is required. Select "circ" as the default item type. If you frequently work with non-book materials, you might need to select another item type. Consult your supervisor for the appropriate setting.

Do not fill in any of the other fields.

Folders/Files
Configure files and folders as below, creating both files and folders as needed, if they are not already present on the workstation you are configuring.

  • Templates : [Group still working on this topic for Acq and Circ staff]

Bib: c:\voyager2000\catalog\template\Preliminary record templates\PRELIMINARY.BIB.tem
Hldg: c:\voyager2000\catalog\template\hold.tem
Note: No authority record templates will be created because YUL will continue our current practice of creating new authority records directly in OCLC.

Notes on Templates: The templates listed above are the default Voyager templates for bibliographic and holdings records. You can edit each of them by selecting File, then Template, then Edit. You can create new templates for specific activities or projects by selecting File, then Template, then New. To choose a new template as your default template for bibliographic, holdings, or authority records, select it instead of the default template listed above.

Important note: Adding a specific template to the default will prevent you from selecting another template you may wish to use. Once a template is entered into the preferences, the only way to use a template other than the one specified is to change the preferences. This would need to be done each time another template is desired. To avoid this situation, simply leave the template field blank in the preferences. You will then be prompted to select which template you want to use each time you wish to create a new bib (holdings, authority) record. If you are unsure whether to select a particular template or leave the field blank, consult you supervisor.

  • Folders

Cataloging Policy: Generally cataloging staff will not use “work folders”. However “work folders” may be appropriate for some special materials (i.e. manuscripts) or projects. Exceptions to this policy should be reviewed with the Chief Catalog Librarian. Exceptions will be approved with appropriate training and appropriate workflow.

Import folder: The default path will be: Voyager/catalog
You have to point to the path the first time you use the module. After that Voyager will always default to
Voyager/Catalog,  and then you must choose which folder (OCLCIMP or  RLINIMP) you wish to open.

Setting up Import Path in Voyager for OCLC 
1) First create a folder on your hard drive.
    C: Voyager
           Catalog
               File – New – Folder (rename it OCLCIMP)

2) Log on to OCLC
     Choose:
       Tools
         Options
           Export tab
             Create
               File
                 Drives – Click on C:\
                                Click on Voyager
                                  Click on Catalog
                                     Click on  the OCLCIMP folder you created (open it)
                    Change the Filename to Import.dat
                      Click on OK
                        Click on OK
                          Save changes to your profile

Now each time you sign on to OCLC and choose the VOYAGER session, you will export records to this folder.
 

  • Work Files

Notes on Work Files: Use the Vendor source as the filename for each type of work file. For shared workstations, users should be sure to set this tab to save their work in their own files.

Bib: c:\voyager2000\BNA (or YBP, Cassalini, etc.)
Hldg: c:\voyager2000\BNA (or YBP, Cassalini, etc.)
Note: No authority workfiles will be created because YUL will continue our current practice of creating new authority records directly in OCLC.

You can use work files to save vendor records to be reviewed by a supervisor or another staff member.

  • Save to Local File

File: Do not fill in.
Character Set: Inactive when File not selected.

Notes on Save to Local File: A standard use for this feature has not been established.

Mapping

  • Expected character set of Imported Records

Local import: Choose MARC21 UTF-8. Failure to select the proper setting may result in problems with diacritics and other special characters (e.g., super- and subscripts.)

Colors/Fonts

All colors are taken from the top row of the color selection chart.
We recommend the following settings:
“Bibliographic” under “MARC views (variable fields)” and “Record hierarchy””
Text: Lime Green (slightly darker color located 3 down; 3 from left on color selection chart)
Background: Black

All other text colors should be set to black.

  • Under “MARC views (variable fields):

Holdings background color: lemon yellow
Authority record background color: terra-cotta
Font: Arial Unicode MS
Size: 12 (or largest size available)
Bold: do not check this box. Diacritics are very difficult to read when “bold” is used.
Row marker symbol: choose the default arrow located at top of pull-down list.

  • Under “Record hierarchy”:

Holdings background color: lemon yellow
Item background: robin-egg blue
Bound with background: spring green

  • Global headings change hierarchy: Do not select any colors for this box.

Note: The colors for bibliographic and holdings backgrounds should always be the same for each respectively in “MARC views” and “Record hierarchy”. Although these settings may be changed at the operator’s discretion, be aware that changes to font sizes and colors may affect your ability to see and work easily with all of the information.