SIERRA CATALOGING YOUR WAY

Kathy Setter & Julie WoodruffIndianhead Federated Library System

Eau Claire, Wisconsin

WILIUGJUNE 2015

TOPICS COVERED

• Functions• Workflows• Telnet/Admin Corner• Menu Bar

• Settings Templates Macros Print Templates

• Options• Help• RDA Tips

FUNCTIONS & WORKFLOWS Set up in the Admin App Default workflows provided Customizable

Order workflows Order functions within workflow

Our example: Basic Circ & Cat Cat add Advanced Circ & Cat Acquisitions Serials Admin

TELNET/ADMIN CORNER Index rules found both in Telnet and Sierra Admin Still many settings found in Telnet

View MARC validity tablesHeadings Report settingsDuplicate check on new records optionsLabel specificationsSubstitution phrasesOverlay priority and protection listsEnable Print TemplatesAutomatic Authority

Control Settings

MENU BAR - FILE

File – Select Printer• Standard printer – for printing records• Print Templates – for spine labels (if using)

EDIT - PREFERENCES Set for each login Editor tab

Show MARC tags Overwrite MARC tags

Editor Font tab Change font and size for open records only

Editor Colors tab Change colors for tags, indicators, subfields

Foreground and background

Default Character Map

VIEW – RECORD VIEW PROPERTIES

Retrieval ViewEdit = opens to bib record, ready for

editingSummary = opens to summary screen

Summary ViewWhich records do you want displayed on

the summary screen? Apply – for that session Save – permanent change Quit – to close this box

TOOLS - SEARCH Used when working in a List Change to Range to:

Easily move to next and previous records

Always see where you are in a list

Full editing capabilities Includes attached records

Click Stop when done Gives number of records

scanned

Must change back to browse to get regular search screen

TOOLS – BROWSE QUERY Mini Create List Works just like Create Lists Use Existing Search and

Retrieve Saved Query goes to those for your Create Lists

Good for a small number of records

Can View and Edit as usual Doesn’t stay

Once you close it, it’s gone

ADMIN – SETTINGS – NEW RECORDSNew Records tab Set default bib template Set default item template Records to attach to new bib

records Check item or order depending

on your workflow to have that template automatically open after saving a new bib record

Be sure to Save Settings on each tab after making a change

ADMIN – SETTINGS - DISPLAY

Book jacket display Use larger fonts Compact Browse Skin Icon display

ADMIN – SETTINGS – RECORD TEMPLATES

Create templatesBibOrder Item

Set Preferred Templates

BIB TEMPLATES FOR RDADVD

ADMIN – SETTINGS – SESSION STATISTICS

Check to have Statistics window appear before Sierra closes

Can view Statistics at any time under Reports

Session Statistics reports for that session only (resets when logged off or shut down)

Cumulative Statistics for any range of months

ADMIN – SETTINGS – WINDOWS, SEARCH

Single Window mode allows only one window to be viewed at a time

Multi Window mode to view records side-by-side

Check to Maximize all windows

Choose focus for Search box Index if you often change index Text if index largely remains the

same and you want to go right to search term

ADMIN – SETTINGS – HEADINGS REPORTS

Select which columns show up in Headings Reports

ADMIN – SETTINGS – MACROS Space for 44 macros Put like things together Choose things you type

repeatedly

MACROS FOR RDA To add 33x fields for a book:

%ALT+r%r336 text|2rdacontent%ENTER%%RIGHT%%LEFT%%ALT+%r337 unmediated|2rdamedia%ENTER%%RIGHT%%LEFT%%ALT+%r338 volume|2rdacarrier

To add 33x and 34x fields for an audiobook: %ALT+r%r336 spoken word|2rdacontent%ENTER%%RIGHT%%LEFT%%ALT+

%r337 audio|2rdamedia%ENTER%%RIGHT%%LEFT%%ALT+%r338 audio disc|2rdacarrier%ENTER%%RIGHT%%LEFT%%ALT+%r344 digital|boptical|2rda%ENTER%%RIGHT%%LEFT%%ALT+%r347 audio file|bCD audio|2rda

To add 33x fields for a DVD: %ALT+r%r336 two-dimensional moving image|2rdacontent%ENTER%%RIGHT%

%LEFT%%ALT+%r337 video|2rdamedia%ENTER%%RIGHT%%LEFT%%ALT+%r338 videodisc|2rdacarrier

TIPS: Two spaces after MARC tag for the indicators. Create Bib Record templates for original cataloging with these fields already present. Can set up Substitution phrases (entered through telnet/Admin Corner).

See complete list at: http://www.iflsweb.org/MORE/training/macros

ADMIN – SETTINGS – PRINT TEMPLATES

If using Print Templates for Spine Labels

Move templates you use under Preferred Templates

Use dropdown at bottom of window to select Template currently in use

OK changes for now Save Settings makes it

the default

ADMIN – OPTIONS – EDIT, HOLDS Check Use wizard to

create new records Choose codes,

descriptions or both

Choose options for bib level holds

May want to define a not wanted after date for holds placed through Sierra

ADMIN – OPTIONS – SETUP Login can edit preferences Show record number, if

desired

Choose the number of records you want to show in recent history Search – search terms Record – records retrieved

REPORTS Session/Cumulative Statistics Shortcuts to Web

Management reports (old and new)

• Tile records• Browse to go back to search

WINDOW

HELP Manual – on CS Direct

With bib record open Tools

MARC Tag Info Character Map Verify Heading

HELP With bib record open View

Public Display

•With bib record open• Substitution phrases• Alternative to Macros•Most-often needed fields and phrases• To use:– Right Click– Entered at system

level in telnet (Admin Corner)

REMOTE SEARCHING

Uses Z39.50 server tableSet up in telnetGood etiquette to ask

first Choose databases to

search Search by ISBN, Title

or Author (Word or Subject not recommended)

INNOVATIVE AND RDA Load Library of Congress MARC TAG validation tables to replace

existing tables (Sierra) Use when a new MARC tag or subfield shows in red in Sierra

Load updated Special Field Codes file Review current configuration for RDA

No charge, can and should be repeated as RDA rules are updated Updates load table to support RDA changes or the library’s cataloging needs

If staff has had Load Profile training, they can change their own tables Optionally request that Innovative review load tables and recommend changes

Adjusts indexing for RDA as necessary Optionally request that Innovative review index rules and recommend changes

Adjust other aspects of validation and display in response to RDA changes Don’t forget to update Record Display Definition File (webpubdef) to

display or prevent display in WebPAC of new fields introduced in RDA

UPDATING AACR2 RECORD TO RDA Leader – change cat form to i 040 – make sure |beng and |erda are present 1xx – add relator term in |e 245 – remove GMD, check |c 250 – transcribed as it appears on item 260 -- changes to 264

_1 Publication (core) _2 Distribution _3 Manufacture _4 Copyright date (if different from publication date)

300 – fill out pages, illustrations, etc. Sound disc to audio disc

3xx fields added 490 – transcribed as it appears on item 7xx – add relator terms in |e

RDA RECORD EXAMPLES Book examples:

B22000987, Personal B22316000, Roller girl

Audiobook examples: B22311099, Duke’s diamonds B22252307, Easter bunny murder (Playaway)

Music CD example B22269897, Greatest hits, decade #1

DVD example B22278473, Big hero 6

Authority record example A16054325, Frank Sinatra 37x tags, including associated place, field of activity, occupation, gender,

language, fuller form of personal name Terms such as Jr. and Sr., as well as numbers such as III can now be used

QUESTIONS?

Kathy Settersetter@ifls.lib.wi.us

Julie Woodruffwoodruff@ifls.lib.wi.us