Setting preferences in Voyager: Difference between revisions
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*'''Validation''' tab | *'''Validation''' tab | ||
**Cataloging formats: '''MARC21''' | **Cataloging formats: '''MARC21''' | ||
**Check | **Check boxes for "Bypass MARC validation", "Bypass MARC21 Character set validation", "Bypass Authority Control validation", "Bypass ISBN validation", and "Bypass ISSN validation" | ||
*'''Workflow''' tab | *'''Workflow''' tab | ||
**Boxes for "Automatic truncation for non-keyword searches" and "Check for duplicate item barcodes" should always be checked to ensure correct search results. Other boxes can be checked according to personal preference. | **Boxes for "Automatic truncation for non-keyword searches" and "Check for duplicate item barcodes" should always be checked to ensure correct search results. Other boxes can be checked according to personal preference. | ||
***Note: if you are [[Pre-1831 transfer books|transferring books to Cage]], unselect "Check for duplicate item barcodes." | |||
**The boxes "Update permanent location of attached items..." and "Update item type of attached items..." are optional, but are very useful and are recommended. | |||
*'''Item defaults''' tab | *'''Item defaults''' tab | ||
**Item | **Select a default Item Type according to what material you work with most frequently (or leave blank if this varies). | ||
*'''Folders/files''' tab | *'''Folders/files''' tab | ||
**In '''Templates''' section, click the box marked with an ellipsis to open the Select Template dialog | **In '''Templates''' section, click the box marked with an ellipsis to open the Select Template dialog | ||
***Navigate to C:\Program Files\ | ***Navigate to C:\Program Files\Voyager\Catalog\Template (it may open straight to the Catalog folder) | ||
***Select the matching templates for Bib, Hldg, Auth respectively | ***Select the matching templates (.tem files) for Bib, Hldg, and Auth respectively | ||
**In '''Work Files''' section, click the ellipsis box to open the Select Work File dialog | **In '''Work Files''' section, click the ellipsis box to open the Select Work File dialog | ||
***Navigate to I:\Connexion\LocalSaveFiles\[your initials] and select your .bib file | ***Navigate to I:\Connexion\LocalSaveFiles\[your initials] and select your .bib file | ||
*'''Mapping''' tab | *'''Mapping''' tab | ||
**Local Import: '''MARC21 MARC-8 (non-Unicode)''' | **Local Import: '''MARC21 MARC-8 (non-Unicode)''' | ||
*'''Colors/Fonts''' tab | *'''Colors/Fonts''' tab | ||
**Set according to personal preference. Many Voyager modules at the Folger are set to Arial. | **Set according to personal preference. Many Voyager modules at the Folger are set to Arial. | ||
**Following the [[2015 Voyager upgrade|Voyager upgrade]] | **Following the [[2015 Voyager upgrade|Voyager upgrade]], users can type a size from 8-72 directly into the '''Font Size''' box, in addition to choosing a size from the limited drop-down menu. | ||
</div> | </div> | ||
Revision as of 13:22, 15 June 2016
Use the settings below to customize Voyager when getting started for the first time, or setting up Voyager on a new computer. These settings are based on the Voyager 8.2.2 interface, and are current as of July 2015.
Acquisitions module
Cataloging module
From the top menu bar, select Options > Preferences. General settings will vary depending on whether the cataloger works mainly with Vault materials or open stacks materials. Other settings are based on personal preference, except where specified below.
- General tab
- Modern materials
- Holding/item default location: DeckB-Open stacks
- Call number hierarchies: Modern-LC
- Bibliographic import/replace profile: Modern
- Authority import/replace profile: LCNAF
- Vault materials
- Holding/item default location: DeckC-Rare
- Call number hierarchies: Rare-Cage
- Bibliographic import/replace profile: Rare
- Authority import/replace profile: LCNAF
- Check boxes for "Delete records from work/import files..." if preferred
- Check box for "Add a subfield 'a' to a new field" if preferred (this will depend on what type of editing you do most frequently in Voyager)
- Modern materials
- Validation tab
- Cataloging formats: MARC21
- Check boxes for "Bypass MARC validation", "Bypass MARC21 Character set validation", "Bypass Authority Control validation", "Bypass ISBN validation", and "Bypass ISSN validation"
- Workflow tab
- Boxes for "Automatic truncation for non-keyword searches" and "Check for duplicate item barcodes" should always be checked to ensure correct search results. Other boxes can be checked according to personal preference.
- Note: if you are transferring books to Cage, unselect "Check for duplicate item barcodes."
- The boxes "Update permanent location of attached items..." and "Update item type of attached items..." are optional, but are very useful and are recommended.
- Boxes for "Automatic truncation for non-keyword searches" and "Check for duplicate item barcodes" should always be checked to ensure correct search results. Other boxes can be checked according to personal preference.
- Item defaults tab
- Select a default Item Type according to what material you work with most frequently (or leave blank if this varies).
- Folders/files tab
- In Templates section, click the box marked with an ellipsis to open the Select Template dialog
- Navigate to C:\Program Files\Voyager\Catalog\Template (it may open straight to the Catalog folder)
- Select the matching templates (.tem files) for Bib, Hldg, and Auth respectively
- In Work Files section, click the ellipsis box to open the Select Work File dialog
- Navigate to I:\Connexion\LocalSaveFiles\[your initials] and select your .bib file
- In Templates section, click the box marked with an ellipsis to open the Select Template dialog
- Mapping tab
- Local Import: MARC21 MARC-8 (non-Unicode)
- Colors/Fonts tab
- Set according to personal preference. Many Voyager modules at the Folger are set to Arial.
- Following the Voyager upgrade, users can type a size from 8-72 directly into the Font Size box, in addition to choosing a size from the limited drop-down menu.