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.

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.

Expand

• 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)
• 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.
• 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
• 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.

See also

• Connexion client options