Difference between revisions of "Setting preferences in Voyager"

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Use the settings below to customize [[Voyager ILS|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.
 
Use the settings below to customize [[Voyager ILS|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.
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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 client options|Connexion]] and Voyager (see Folders/Files heading below).
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Once you have a local save folder, go to Options > Preferences in the relevant Voyager module.
  
 
==Acquisitions module==
 
==Acquisitions module==

Revision as of 16:04, 6 September 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 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)
  • 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.
    • 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

See also