Difference between revisions of "Setting preferences in Voyager"

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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.
 
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.
  
<div class="mw-collapsible mw-collapsed">
 
 
*'''General''' tab
 
*'''General''' tab
 
**Modern materials
 
**Modern materials
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*'''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."
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***Note: if you are frequently [[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.
 
**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
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***Select the matching templates (.tem files) for Bib, Hldg, and 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
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***Navigate to I:\Connexion\LocalSaveFiles\[your initials], enter a name for your default .bib file (it's common to use your initials, but you can name it anything), and click "Open" to create the .bib file.
 
*'''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]], 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.  
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**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.
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==Circulation module==
 
==Circulation module==

Revision as of 16:06, 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], enter a name for your default .bib file (it's common to use your initials, but you can name it anything), and click "Open" to create the .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