Setting preferences in Voyager: Difference between revisions

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

@@ Line 9: / Line 9: @@
 <div class="mw-collapsible mw-collapsed">
 *'''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 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
+**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
+**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]
+***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
@@ Line 29: / Line 30: @@
 ***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
-**Local Import: MARC21 MARC-8 (non-Unicode)
+**Local Import: '''MARC21 MARC-8 (non-Unicode)'''
 </div>
 ===Vault materials===
 <div class="mw-collapsible mw-collapsed">