Difference between revisions of "Setting preferences in Voyager"

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*'''General''' tab
 
*'''General''' tab
**Holding/item default location: DeckB-Open stacks
+
**Holding/item default location: '''DeckB-Open stacks'''
**Call number hierarchies: Modern-LC
+
**Call number hierarchies: '''Modern-LC'''
**Bibliographic import/replace profile: Modern
+
**Bibliographic import/replace profile: '''Modern'''
**Authority import/replace profile: LCNAF
+
**Authority import/replace profile: '''LCNAF'''
 
**Check boxes for "Delete records from work/import files..." if preferred
 
**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
 
*'''Validation''' tab
**Cataloging formats: MARC21
+
**Cataloging formats: '''MARC21'''
 
**Check box for "Bypass MARC validation"
 
**Check box for "Bypass MARC 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.
 
*'''Item defaults''' tab
 
*'''Item defaults''' tab
**Item type: Open stacks
+
**Item type: '''Open stacks'''
 
*'''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\Voyager8\Catalog\Template [it will probably open straight to the Catalog folder]
+
***Navigate to C:\Program Files\Voyager8\Catalog\Template (it will probably open straight to the Catalog folder)
 
***Select the matching templates for Bib, Hldg, Auth respectively
 
***Select the matching templates for Bib, Hldg, 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
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***If your .bib file is not there, make sure you are looking in the correct drive and folder, then refer to the [[Connexion client options|Connexion client settings]]
 
***If your .bib file is not there, make sure you are looking in the correct drive and folder, then refer to the [[Connexion client options|Connexion client settings]]
 
*'''Mapping''' tab
 
*'''Mapping''' tab
**Local Import: MARC21 MARC-8 (non-Unicode)
+
**Local Import: '''MARC21 MARC-8 (non-Unicode)'''
 
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===Vault materials===
 
===Vault materials===
 
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Revision as of 08:43, 22 July 2015

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. Settings will vary depending on whether the cataloger works mainly with Vault materials or open stacks materials.

Modern materials

  • General tab
    • Holding/item default location: DeckB-Open stacks
    • Call number hierarchies: Modern-LC
    • Bibliographic import/replace profile: Modern
    • 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 box for "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.
  • Item defaults tab
    • Item type: Open stacks
  • Folders/files tab
    • In Templates section, click the box marked with an ellipsis to open the Select Template dialog
      • Navigate to C:\Program Files\Voyager8\Catalog\Template (it will probably open straight to the Catalog folder)
      • Select the matching templates for Bib, Hldg, 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
      • If your .bib file is not there, make sure you are looking in the correct drive and folder, then refer to the Connexion client settings
  • Mapping tab
    • Local Import: MARC21 MARC-8 (non-Unicode)

Vault materials

Circulation module