Setting preferences in Voyager
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 9.1 interface, and are current as of June 2016.
Before getting started, navigate to Cataloging (I:)/Connexion/LocalSaveFiles, and create a folder named with your initials, i.e. I:/Connexion/LocalSaveFiles/ABC, if you have not already done so. This is the folder where your import and export files will be stored by Connexion and Voyager (see Folders/Files heading below).
Once you have a local save folder, go to Options > Preferences in the relevant Voyager module.
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-Vault
- 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 MARC21 Character set validation", "Bypass Authority Control validation", "Bypass ISBN validation", and "Bypass ISSN validation". Starting in summer 2016, do not select "Bypass MARC 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.