Difference between revisions of "Setting preferences in Voyager"

(→‎Cataloging module: Clarified MARC validation settings)
(→‎Cataloging module: Updated instructions)
Line 5: Line 5:
  
 
==Cataloging module==
 
==Cataloging module==
Before getting started, catalogers should 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).
+
These instructions cover settings for all users of the Cataloging module, not just catalolgers, except where indicted.
  
Once you have a local save folder, go to Options > Preferences in the relevant Voyager module.
+
''Catalogers only:'' Before getting started, navigate to '''Cataloging (I:)/Connexion/LocalSaveFiles''', and create a folder named with your initials, e.g. 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). Once you have a local save folder, go to Options > Preferences in the relevant Voyager 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.
+
''Everyone:'' From the top menu bar, select Options > Preferences and set the following options:
  
*'''General''' tab
+
'''General tab'''
**Open stacks books
+
*If you mostly work with Open stacks books
***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''' or '''Replace on 035 match'''
+
**Bibliographic import/replace profile: '''Modern''' or '''Replace on 035 match'''
***Authority import/replace profile: '''LCNAF'''
+
**Authority import/replace profile: '''LCNAF'''
**Vault materials
+
*If you mostly work with Vault materials
***Holding/item default location: '''DeckC-Vault''' (or other vault, if appropriate)
+
**Holding/item default location: '''DeckC-Vault''' (or other vault, if appropriate)
***Call number hierarchies: '''Rare-Acc'''
+
**Call number hierarchies: '''Rare-Acc'''
***Bibliographic import/replace profile: '''Replace on 035 match'''
+
**Bibliographic import/replace profile: '''Replace on 035 match'''
***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)
+
*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 Catalogers do not select "Bypass MARC validation" but others still do.
+
 
*'''Workflow''' tab
+
'''Validation 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.
+
*Cataloging formats: '''MARC21'''
***Note: if you are frequently [[Pre-1831 transfer books|transferring books to Cage]], unselect "Check for duplicate item barcodes."
+
*''Non-catalogers only:''' check-mark these boxes:
**Check boxes for "Update permanent location of attached items..." and "Update item type of attached items..."
+
**Bypass MARC Validation
*'''Item defaults''' tab
+
**Bypass MARC21 Character set validation
**Select a default Item Type according to what material you work with most frequently (or leave blank if this varies).
+
**Bypass Authority Control validation
*'''Folders/files''' tab
+
**Bypass ISBN validation
**In '''Templates''' section, click the box marked with an ellipsis to open the Select Template dialog
+
**Bypass ISSN validation
***Navigate to C:\Program Files\Voyager\Catalog\Template (it may open straight to the Catalog folder)
+
*''Catalogers only:'' check-mark these boxes:
***Select the matching templates (.tem files) for Bib, Hldg, and Auth respectively
+
**Bypass Authority Control validation (or not? Need to discuss)
**In '''Work Files''' section, click the ellipsis box to open the Select Work File dialog
+
**Bypass ISBN validation
***Navigate to I:\Connexion\LocalSaveFiles\[your initials], enter a name for your default .bib file, and click "Open" to create the .bib file.
+
**Bypass ISSN validation
*'''Mapping''' tab
+
 
**Local Import: '''MARC21 MARC-8 (non-Unicode)'''
+
 
*'''Colors/Fonts''' tab
+
 
**Set according to personal preference, as long as it's a Unicode font (e.g., Arial Unicode).  
+
'''Workflow tab'''
**Font sizes from 8 to 72 can be typed directly into the '''Font Size''' box, or you can pick from the limited drop-down menu.
+
Check-mark the following (optional where indicated):
 +
* (''optional'') Retain last search
 +
*Automatic truncation for non keyword searches
 +
*Display record directly if search results in only one title
 +
* Check for Duplicate Item Barcodes
 +
* (''optional'')  Suppress confirmation message upon successul save
 +
* Update permanent location of attached items when MFHD is saved to the database
 +
* Update item type of attached items when MFHD is saved to the database...
 +
 
 +
 
 +
 
 +
'''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'''
 +
''Acquisitions'' and ''Cataloging'' staff only:
 +
*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
 +
**''Catalogers'':  ??
 +
**''Acquisitions'': ??
 +
 
 +
 
 +
 
 +
'''Mapping''' tab
 +
*Local Import: '''MARC21 MARC-8 (non-Unicode)'''
 +
 
 +
 
 +
 
 +
'''Colors/Fonts''' tab
 +
Set according to personal preference, as long as "Font" choice is a Unicode font (e.g., Lucida Sans Unicode).  
 +
*Font sizes from 8 to 72 can be typed directly into the '''Font Size''' box, or you can pick from the limited drop-down menu
 +
**CAUTION: the font size and bold/not-bold affects what you see on the screen ''and'' what prints out, so if you pick a huge font size, then print a record, it will take up a kazillion sheets of paper.
  
 
==Circulation module==
 
==Circulation module==

Revision as of 13:39, 20 August 2018

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.

Acquisitions module

(Instructions to come)

Cataloging module

These instructions cover settings for all users of the Cataloging module, not just catalolgers, except where indicted.

Catalogers only: Before getting started, navigate to Cataloging (I:)/Connexion/LocalSaveFiles, and create a folder named with your initials, e.g. 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.

Everyone: From the top menu bar, select Options > Preferences and set the following options:

General tab

  • If you mostly work with Open stacks books
    • Holding/item default location: DeckB-Open stacks
    • Call number hierarchies: Modern-LC
    • Bibliographic import/replace profile: Modern or Replace on 035 match
    • Authority import/replace profile: LCNAF
  • If you mostly work with Vault materials
    • Holding/item default location: DeckC-Vault (or other vault, if appropriate)
    • Call number hierarchies: Rare-Acc
    • Bibliographic import/replace profile: Replace on 035 match
    • 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
  • Non-catalogers only:' check-mark these boxes:
    • Bypass MARC Validation
    • Bypass MARC21 Character set validation
    • Bypass Authority Control validation
    • Bypass ISBN validation
    • Bypass ISSN validation
  • Catalogers only: check-mark these boxes:
    • Bypass Authority Control validation (or not? Need to discuss)
    • Bypass ISBN validation
    • Bypass ISSN validation


Workflow tab Check-mark the following (optional where indicated):

  • (optional) Retain last search
  • Automatic truncation for non keyword searches
  • Display record directly if search results in only one title
  • Check for Duplicate Item Barcodes
  • (optional) Suppress confirmation message upon successul save
  • Update permanent location of attached items when MFHD is saved to the database
  • Update item type of attached items when MFHD is saved to the database...


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 Acquisitions and Cataloging staff only:

  • 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
    • Catalogers: ??
    • Acquisitions: ??


Mapping tab

  • Local Import: MARC21 MARC-8 (non-Unicode)


Colors/Fonts tab Set according to personal preference, as long as "Font" choice is a Unicode font (e.g., Lucida Sans Unicode).

  • Font sizes from 8 to 72 can be typed directly into the Font Size box, or you can pick from the limited drop-down menu
    • CAUTION: the font size and bold/not-bold affects what you see on the screen and what prints out, so if you pick a huge font size, then print a record, it will take up a kazillion sheets of paper.

Circulation module

(Information to come)

See also