Difference between revisions of "Setting preferences in Voyager"

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*'''Validation''' tab
 
*'''Validation''' tab
 
**Cataloging formats: '''MARC21'''
 
**Cataloging formats: '''MARC21'''
**Check box for "Bypass MARC validation"
+
**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 type: '''Open stacks'''
+
**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\Voyager8\Catalog\Template (it will probably open straight to the Catalog folder)
+
***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
***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)'''
 
*'''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]] scheduled for October 5-6, 2015, users will be able to type a size from 8-72 directly into the '''Font Size''' box, in addition to choosing a size from the limited drop-down menu.  
+
**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)
  • 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.
    • 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.

Circulation module