Today they come across any issues with being able to import records. Do I need to go over that. Would you like me to walk through the setup in OCLC you can unmute yourselves to answer or you can type in chat.
And if I get no response. And we'll just move forward with the session if everybody was successfully able to do that.
I do I let I was told by
That Heidi that when you have the connection client on web version that you can't run multiple
You can't run multiple
Instances of export and you have to have one. So if you're temporarily testing with it's fine, but you don't want to keep it that way, and
I can share a little bit more on base camp. Somebody asked, I cannot. Okay, yeah, I'd be happy to do do a quick demo. You want a first. Do you want me to do a quick demo cuz I'll show about overlain as we go through.
To
Because somebody mentioned they couldn't overlay doesn't have any you shouldn't have to do to do 19 field. So what I'm going to do is I make sure you with the brief babe record today about overlaying and then if you have questions, we can talk about that.
And the quick demos. You want me to talk about
You know, OCLC setting it up. Correct.
Okay, great.
Okay, perfect. So what I will do is, I'm going to share my screen. I'm going to go into OCLC and I just need to grab
So let me go into my share my new screen. And I'm going to go into my connection client and click OK. Okay, everybody should be able to see my connection client, I need to log in. Click OK.
So if you just give me a second I excited to get the instructions I have them right i. So I'm going to open this up. So we're going to go, you go to tools.
And you click on Options. So the great. The great thing is that with the network zone export profile in OCLC. We don't need to add anything into armor, because
That's been done at the network's own level and been shared out to all institutions, so you don't have to worry about that. The
Issue comes into play if you're doing an institutional zone, then you need to do an integration profile in arm I won't discuss that. That's something I give you instructions on but we can talk about that offline if you're the person administrating that
But this, I'll show you. So if I want to create a new one. I would come to this export tab. So we're going to pretend I don't have this in here and I'm going to click Create. And I want to choose. OCLC gateway export.
And then I'm going to click OK. And then here I have to give it the hostname so the host name is a URL from
Provided by us from the, from the LP and it connects us all. So if you don't put this in right it will not work. So you have to really this is all the instructions you
Might need a magnifying glass. But you shouldn't because I have them printed out as well. But if I look at the little boxes are full too small for me. So it's Sunni dash network dot Alma sleepers group com and the port would be 5500
The timeout session. You can leave. Okay. And then you're going to click on the send local system login ID and password. Because here is where you're going to put in the login password. This isn't your login password. This is the network one so you can type in oh one.
Sunni underscore
Network.
And password for now, which I can't promise from change somewhere down the line. And yes, Ellen did pop up the instructions as well. And then the link, which is great. Thank you. The password may change, just so you know. But for right now, it's for Alma testing.
And then you would click OK. Now you want to change this export destination. This is the name that will appear up here so you maybe don't want all that and you want to make it something that's a little more more usable to you like network and you put
NZ is networks own you could put network zone and you could do for Alma just so it's distinguishable in Cape because if you do have an ice one. You want to make sure they're very distinctive so you can pick them out and then I would click OK.
And then I'm going to click on the record characteristics and for record characteristics. You want to make sure Mark character, the record standard and that the character set is set to UT F eight
Unicode. And then I'm going to click OK. And so now it's all set, but say this is my because you're testing. Now, this is my all. If instance
What I would do is I would want to go to my networks own instance I click Apply and I click Close and then I can export in there.
And then when I go back because I'm doing my real work still you can go to options and you'll pull this up the tab may may stay there may not depends how long you've been in there, click on the profile that you need to be on click Apply and click close
Are there any questions regarding that.
Again, you can always unmute yourself if you'd like.
Great.
So what I meant, you know, is I'm going to be using the PowerPoint slide occasionally
I'm mostly going to be working out of
A coma. So I want it. I'm going to share all my I'm going to mostly be working at Alma, and we'll bounce back and forth. And I'll pop it up as needed.
And I'm going to share my screen. Sorry, you're going to see
My login so we're going to talk about the Metadata Editor today and we're going to navigate it learn some functionalities of it, how to do
You know, local fields and suppressing records and I'm also going to show you how to create a brief a brief record that you know when you're doing ordering because
I'm not sure if everybody was is aware, but the process in Alma everything starts with an order. So you need to have some record to be able to order from
To start the process. So by the time it gets to you, there's going to be some record in there. And so if the person
I don't know who it is in your institution. It could be your acquisitions persons, maybe it's cup cataloging person. I'm not, I'm not sure, but somebody would need to be able to create a brief record if it does not exist in OCLC
To place an order so that you can, you know, receive on it.
Put your invoicing and such. I'm not going to go through that whole process, but I'm just giving you a little background. So the first thing you always have to do in case you're the person. Do you always want to look in
You always want to do a repository search repository search needs this search fields up here, it's looking at the repository, whether it's Daisy.
Networks own or the community zone and I'm just gonna give you a quick little demonstration that you could narrow down initially on search by institution network or community or their tabs. When you get your results so
If I wanted to do and all title search and I'm going to search for the brief record that I'm going to create just so that you real so that you know I want to make sure I'm not
It's not there.
And mines its should go to the network zone tab immediately. So here's the network zone. And I know it's a physical book, so I click on there.
And I could have done an advanced search, put the author in and done all that, but I know this is not in here because I literally just catalog this yesterday, so it is not in here. I know it does not exist. I do not export it in so it does not have
No, I'm so API with your orders. If you're doing that, Claire that will match on the 35 so it will match on the OCLC record if it does not exist, it will add it so you don't have to do a repository repository search. These are for like one offs.
So chances are you're gonna if you're making a brief babe record. It's not coming from some an API or iOS, er,
Good question. So I know it's not here. So let's go check out our Metadata Editor.
So I'm going to go in, there's two ways to get there first. You can go to Resources cataloging open meta data editor. Later on I'll show you how to get there from the record which
It's easy, you do a search, you click on that, it records get there and I'll show that. So here it is, we open up the meta data editor. There's nothing here.
As expected, because I did not pulling a record it did not open up at a record from search. So I want to talk about the templates over here.
So there are these templates. There's on the left pane. There's templates records and roles so templates allow you to create
Records, you know, could be a bibliographic or a holding record.
For these would be for brief like for bibliographic would be for brief record so you can click on these little plus signs and this is shared to click here so you can see there's like a little institutional house here and there's this little network icon. So this means this is
A template to create a bibliographic record in the network, however, and I'm going to give this however you want to make sure when you're creating brief records, whether it's something for the network's own because it's going to be something that is
Everybody. It's not one of those institutional zone you know exceptions like personal courses or or
Vendor records or things of that nature. You would go make sure you go to file.
And you can click on Options and you want to make sure that the placement of the new record and templates is set to the network zone.
Now if you wanted to go to the ice zone because say it's a vendor record. It's a vendor. It's a record that you're going to pay something on that is not a full blown record, you know, like some database that
You're going to link that later on to something. But, you know, maybe we all have OCLC we have an OCLC records so we can make payment on we wouldn't have chosen locals create that template.
But for the most cases you want to put everything
Except for those exceptions into the network zone. So you want to make sure that it is set here because I'm going to tell you, even if I chose
This little house. It's going to still go into the network zone because that the
File, Options these rules override those icons there. So just a caveat. It's something important to remember. And just to be aware of.
So I go in here. There's also records and I go back to that to showing you the brief record after I go through the other pieces of the left pane. So here are the records. So this gives us information.
About the brief Title I don't have anything in here. Now I nicely released all my records before I started
But you'll see later, and I'll pointed out that it will give you the brief title information.
And records get grouped by their type. So if it's Dublin Core record, they would be under here bibliographic with Mark they'd be here and the mark 21 holdings would be under here and you'll see that as we move along. But I just want to make it make you aware
And then these normalization rules. So I'm not going to go through all of them. I'm going to go through the basic ones that we're going to discuss in this training. So the normalization rules. And if I click here.
And you could have private ones just for your institution or and shared and I created a couple here and I had to create them for the institution zone so that I could have them make the changes on my institutional zone records because I was doing these were for holding records.
Because I'm not going to make any changes to map the end zone records. So I'm just showing you this will be talking about this at a later session. I don't want to get deep in the woods on that so
This is where these templates. These rules would live and you can change them. You can edit them. So the nice thing about normalization rules is that you can add replace remove Mark Fields, it could be holding records or bibliographic records.
And just as easy. I can shrink them down merge rules. They have also shared and community merge rules allow you to merge two records.
There's going to be, you know, you know,
The primary record and then the secondary record as well when you merging and how you merge things indication roles.
They filter sets and create subsets of original sets and that's what jobs can be wrong on them.
So again I'm just talking basically about them, just so you understand, we'll get deeper into them at a later session and the brief level rules on this department, what level of briefness is acceptable, so I'm
There, you know, what does your library allow for brief record. So this is the left pane and I'm going to now show you all, if you don't have it. Does anybody have any questions before I move on to show you how to create a brief record in the network zone.
Okay so seems like there's no questions at the moment. So now I want to create a brief record.
I wanted to go to the network zones, so always check because you just never know. Maybe it changed it at some point you forgot
Just make sure that the placement of the new records going to go to the network zone, you can click save, or cancel. It's not going to hurt either way.
And I'm going to click the template your four books default because it's a book that I'm going to do now, you have to realize this template.
This template was created earlier. And I'll show you how I know. So I'm going to click I didn't create this, you know, click on books and I'm going to click on new
So it opens up this template.
And so how I know that this was created a different time was because is in the date field so
What's nice is all it does is to you can open the form editor. So if I wanted to open this format or you don't have to change this. This is something that probably I would do, because it would bother me to have the
dates wrong. It's not, this is not necessarily mandatory fields. The mandatory information for a brief record is title.
I ESPN or ISS. And in case you're doing a journal
Author edition statement if available, and publication date of item and then any other possibly really good identification information, but sometimes you don't even have you don't have a lot so work with the information you have. And do your best.
So just want to show you that you can open up the form editor. So it's control app.
And it opens it up.
And get out. I can hit escape or I can just click into another line. You can also open the form editor I going to edit.
And open format editor.
And then for me. I would just go in here because this is me and I would just change it. No, you don't have to use the Format editor at all. I'm just showing you the functionality of this and because
Weird quirky things bother me. And I would change that. But you don't have to. You don't have to do anything with that you can just put in the title is be an author edition publication information.
But I'm just wanted you to see that it's possible. Just like it wasn't all of and it's really easy to navigate
So here I am. I want to put in my ISP and number and my ISP and number is
And the ISP is the ESPN number
Go to my 100 fields because I want to put in the author information and you don't have to put a thing and you could just put the basic name.
If you want to get fancier. You can just remember
I want to just give you another caveat C Control V and OCLC gives you the dilemma here it will prompt you to delete a record so
Here the the limiters yeah their dollar sign dollar sign. So if I wanted to, I could do dollar sign. You don't have to dollar sign he author. I'm just showing you that if you really wanted to, you could do that, but really you just need to put the author information.
Now I would move down to my to 45 which is my title field. And now I'm going to put in
The title.
And again, I don't have to put anything else in here. I can just put the basic title. You want to get more fancy with the cataloging, please do.
Sometimes all we have is the basic information.
And I, there is no addition statement for this. So I will move forward and I will now go to the publication information.
And because I do know the rest of the information I will show you that I'm going to
Film listen
Oh, sorry. Oh, I'm sorry. Yeah. Oh, I'm putting this right. Sorry, I'm putting that information. I put that into the not publication, the imprint, sir.
Yes to 64. So if we're going to my 264 I apologize, but thank you. So go to my 264 so you can put in that information. If you happen to have it. I do. I'll stick it in. You don't need it. So let's ignore myself ignore me there. So to 64
Even if you don't know what the indicator should be and
You can put in
You can put in the Yep, sorry I put it in the wrong place. Yeah, I put it in the wrong field. I apologize for that.
Oops, sorry, just i just i did Control V and it gave me a
New field. So I'm just
Okay.
All right, here we go. So I'm just going to do that. I apologize if I'm wrong spot.
And as you can see, you can just move pretty simply.
Through
The Metadata Editor. You can just type in anywhere. It allows you to do that.
And period because it is the actual date. I'm just going to clear this out. So if I had more information. I could put that through hundreds for the pages and all that information, which
You wouldn't necessarily know. So if I had any other information that's identifiable I would put it. But this is all I have. So you just need the
Oh 20 for the is I ESPN or 22 for ISP and the 100 for the author to 45 for the title to 64 for publication information so identifiable enough
So it's pretty easy. So all I can do. I just want to point out, if you notice it's giving it an MLS ID number up here. So that's going to be the system number. And I'm just going to snag it, copy it.
Also over here and you can see it's attached to the network sound. So this is my, this doesn't have anything so I haven't saved it but once I saved it. It should give me some brief record. So I'm clicking on save.
Will let me save it, because it needs to have that still on there. So I'm going to click Save. Now,
And now you can see the basic title information is now attached to the MLS ID next to it. So the MMS ideas like the big system number that we're all used to and all of so just making connections.
And then I can file and save and releases.
Record so you can control all our, we can go to File, Save and release vehicle record.
So if I go in here.
Now I can go up here doing all title search. I had the MMS ID. So I could actually change it MMS it. You could also do it by
Title or some either identifier. It's not my institution because I did not order the shift. So I have to click on network. And now the ordering process would take place. So somebody would go and order it.
And it would be all good. But now I want to show you how to overlay this because this is the only time. So remember how I said
Before. Can we go back. I just want to stop and pause. Any questions about creating the brief, brief record.
Okay, so this is the only time I would say you can stick in OCLC number in here in the network zone because to allow you to overlay this brief record if you don't put in the 35 it can't match. That's how things the records in the network's owner match on the OH 35
So I would come here and this is the other way.
Open up my chat. Sorry. It's the way and then I tried to hide it. So I can see my screen. So I'm going to click on Edit record and this is the other way to get to the Metadata Editor.
So now that I'm in the meta data editor.
I can add an over 35 here so I can click in and you can actually just click anywhere and you can add it
This is the only time also that I would say you can add a non local field.
So to be able to put the OH 35 in
And
Then the
Just make sure that's correct.
And now I'm going to save and release this record.
And I'm just gonna go out of here. So now I'm going to go in, you can see the OCLC number has been attached to this record. So now I'm going to go into OCLC and let me grab this, so I don't have to type it in.
And I'm going to go back into my
OCLC just had to share the screen take second
And here, brings up my real fake news.
So I know I just did it before, but I'm going to show you again just to make sure when you're working in the
Network zone and especially just for testing purposes. You want to make sure you're not going to add it to your all of his instance, you have to like delete it all out.
So here is what I would do is I it's on here. If I, if I had changed it say it was on the wrong one. I click here and click Apply click close
And pretend this little red X, you know, the red X is here because it's in my all of instance, but for testing purposes. You do not want to update your holdings, because you don't want to have a Roni his records come in.
But the data that is they're getting the records from OCLC
So I'm just going to click my export and if everything works as it should. Here you can see here's my MMS ID. And I'm going to copy it back.
And I'm going to close.
And if everything works as expected.
I can go in here and I could search by MLS ID. I could search by title. So you're going to see like the information here is going to change.
So it's more complete information. I'm going to click this and here. Now, it gives me book. What it is physical title who it's by subjects gives more information. And if I then I could also click on this, just to view the record.
So you can say you're a cop somebody's doing cop cataloging, you're just making or you're making sure the records. Correct. Nothing needs to be changed because
Remember, everything that needs to be changed is going to have to happen in the network zone.
That is any of the booboo graphic content that is not local information that would go into a local field. So here we have all the information in here and it got overlaid right because all we had was
20 we had the author, title, and the publication information. So this is great. It worked as expected. So I'm going to now go back to make us
Know the number didn't change at all, actually, because I didn't pop in this new number I just use the existing number I had the MMS ID does not change that becomes the bibliographic record that went upon creation that is it's not
So just remember this is the only time that I say when you have those brief records and it's okay if another institution went in and identify and said, Yes, this is the book.
I just went to OCLC it's been update there is a record down, it's a complete record or I'm going to go and catalog this then you can put that oh 35 in and
Overlay this record, that's the only time I'm you know I would that you can do this.
So I just want to be clear.
About that.
So I'm they do another
Search. I'm going to search on a record using an OCLC number only because I was testing this before and I want to use it as an example, example.
You don't even have to put the OCLC it will find it anyway. But
You can just put in the number and it should bring it up.
So I'm going to go in here. This is a record and we're going to just go back and look at the meta data editor and some more functionality.
Are there any other questions.
Okay, I just want to get my my slides, so I don't forget to tell you anything of importance.
So this part is all the main pain. This is where all the cataloging like local field tapping into creating a brief record, but most of the real cataloguing is happening outside of the MD editor.
Holding records will be can be done in the MD editor as well because I can. I'll show you get there and I'll show you how you can view your holding records here, you can add holding records here, you can add item records. It's great.
So down here. I want to
bring this to your attention. So there's info. This is just like all of has this as well. So whatever field you're on.
It gives you the information about that field. So it's, it's great, it's easy, instead of having to run out to OCLC the graphic.
Standards page, but it's a nice have this readily available as well.
If there are alerts. If you try to save it or if there's a problem. Just like in all of it will tell you what the alerts are, as you saw before. I couldn't save that record because it's like
You still have to have those those limiters in 300 field. So I had to add it saved it and it just gave me some information. So I could correct it.
And linked data. This is if you have it set up to be for linked data, which you can see here where the link data information is coming from. And this is something that's set up within the system.
And I think it can be customizable as well. So here we are in our record and you see we have this files. So what's great about files. I could also, if I didn't want to use the template I could create a new
Brief record here as well, click on new Go to Mark 21 bibliographic and I would do the same thing. I would just put in the ISP and I SSN author, title publication information so
Great. This is, you know, it's pretty simple. You can do other things in here as well. But I'm trying to keep it within topic of what we're speaking about
Can save the draft if you'd like, and then you can go back to it later. You can save the record. So sometimes I like to save things while I'm doing it, even when I'm not done.
Saving release is really important. And I'll explain why. So they get rid of that. I guess it's just stays up the whole time so safe from release you want to realize that
If you're in. If I'm in this record, nobody else in Sunni can get into this record until I've released it or left the Metadata Editor and it's been for, you know, haven't touched it for an hour. That's the default
No I clear. I don't think the link data functionality overlays to brief. It doesn't overlay that it's not connected, I will get back to you a little more deeply on the link data was reading about it and I'm not 100%
I'm
capable of explaining it. Well, at this moment, but I can get back to you on link data does that work.
Yeah, the brief wrecker overlaying that came from the old 35 so because I put the OH 35 into that brief record. OCLC could then match an overlay that information.
Saving releases really important
It into a habit of doing it because you know institutionally that happens a lot like record gets locked and you can go hey unlock me
Little harder when it's somebody else in a different Sunni don't really want to have like mass emails going out Sunni wide right so
You can duplicate a record if you want you can just release a record if you didn't make any changes just done just want to release it. No big deal. You can do that as well.
I could assign this record to another catalog or which is a nice functionality and there's an ability somewhere else to make notes. So if I decided I wanted to assign this
I can make notes while I'm assigning it to somebody like maybe they need to be classify it or wrong record or what have you.
I could also release the assignment. So it's nice because I'm Alecia then assign different functionality to different people. I could say this. So if I liked how I this record is I could save it as a template, if I really wanted to
If I created created a new record. I could save it as a template, you know, I could create a new template record here.
By going into new Mark bibliographic or holding or what have you, and save it as a template.
I could also reload the original record. So there's versions and I'm going to show you under tools versions, so that you're aware of what can be done. It's, it's nice because there's version control so that you can see what is going on.
So you can delete the record and if
You don't want to delete a network zone record.
You can delete. So we're going to go through this with items and holdings and such, in the next session, how to, you know, when you withdrawing how you go through this process and you can delete a
You can delete it in the zone, but it's not really the networks own record that's been deleted just your holdings, that is connected to the network zones. So you don't really want to delete records.
Maybe if you're creating a new one. It was messed it up, and that'd be fine for something institutional, no problem. You could delete the record.
And then this options I showed you what this is. It's very important and
I could just exit control out. There's a couple of places to exit as well. You
could also go here and exit if I wanted to, but if I exited right now. This would be locked still
And what's nice as I'ma show you without having to go to File release. Say you forgot you can just click, you don't have to right click, you just click on it and you can release all records in any of these. So, that sounded like a nice little
Quick way to do it.
Okay, so now we're going to go to our edit functionality, you know, typical, you could say, you're not going to really add a field. Unless, like we said, with the brief record you can add that over 35 you can remove fields.
Again, if you remove main bibliographic information that's in the master record in OCLC next time it gets updated in the network zone, whatever you moved is going to come right back.
856 is and like those 29th. They've already been
Taken out like they're not going to come over. They've already been set up in a profile that they're not going to be brought over so you don't have to worry
It's nice. You don't have to worry about deleting multiple instances of information that's not necessary for the institution and for the network as a whole.
This is where you, this is the important part. So if I have this record.
I can now add my local fields. So before I get to local fields. Are there any questions.
Okay. So local fields. I have, there's another link in these slides to the local fields.
You can add a local field. Again, I could be in any of these
Mark Fields and it doesn't matter. I don't have to put it in the exact order.
Numerically, I can just click Add field, I'ma say, this is a gift. So gift is 541 traditionally in a mark record in Oneonta I mean at SUNY now it is 597 because it'd be makes it a local field. So I added local field and I do 597 and as you can see this little house appears
If you go to add a field and you think you put add local field and the little house doesn't appear
You didn't add a local field you accidentally
did add field. So good thing to be aware of. Pay attention. And this is a protected field. It does not get overwritten. When the network zone record is updated. You don't lose this
Local information. So the, you know, this is great, how this was done by the MSP and everybody involved to do this for us.
Put in a gift note.
Okay, I just know I tell you I just did, because I'm so used to it. I just did control day and you see it popped up and it said
Do you want to delete this really so that's bad habit of mine. So here we go. So actually, this goes back here is my information, I am adding my local note. Now, and so I could just save this.
And you could add as many local notes as you need. So you're not restricted to just adding one local note at all.
Something else I want to show you about this record is that I does not have an, oh five. Oh, so I could go back in and I could go to the main master record and I could give it a
This isn't my book. This is just something I pulled in doesn't have library Congress classification. So I could go back into that main record. I could add it and overwrite that. So just wanted to let you know.
And we'll probably see that later.
Any questions about adding local fields.
Okay.
Yes, you could. You could probably an AMA Analytics, you can do a lot of searches. So I'm thinking, you can easily do that for gifts, um,
You could also probably just do a repository search to find it as well. But, I'm, I will. How about I will test it out and I will give you a real answer, not just saying I
I know you can do it in Analytics. And I think you can do it this way. I will do it. And I will write down information so that you could then repeat it later, Tina. Does that work.
Because I think I've done this before. It's just a while ago.
So analytics is really powerful. It gives us a lot of information. So you can really drill down and get information. So I'm going to play with that and I'll play also with finding it in the repository.
Yeah, I'm olive note fields. What do you mean by all of nope feel. I don't know all as well. David so um and I want, but I will go step back for a second to go back to Tina.
Just being able to search the contents of a field like you're able to do so again I don't know all of that. Well, so
Tina. Can you maybe explain how you search. You mean search within a babe record or just a regular just pull up
Like I'm
In a good research.
Oh yeah so gave it anything that was his local information the fields got mapped as best they could, because they asked different institutions. So if that's not the right thing. Maybe in base camp post exactly what
You're looking for because I'm thinking of note fields. I'm thinking of the five hundreds. So it could be some of the five hundreds, like the 541 and things like that, that definitely got map.
Oh yeah, I'm sure. Yeah, I'm, I'm sure you can Tina and I will
I will, I will test it out. How about that and then I will post it in base camp, Tina.
Hi this is Christy today mean the local field the nine xx feel that get map.
When they when they got migrate it set the question about now.
Yeah, okay.
Yes, David said it is
OK, so I am going to the lip guy. I will post that link so you can find that list and you can look it up yourself.
It's actually in our lip guy. If you look at metadata standard group working group. They have the approved policy and right at the end of it. So here's the link
Here you go. Great, thank you. Christy
You welcome.
Okay, so
Any other questions related to that and Tina, I will get back to you on that with a solid answer.
Okay, so now we're going to go look at the rest of our edit menu, just so you can see. So what's nice is you can use these display editor full editor. So let me just move the chat over so that I can
Navigate so if it's going to open up big now. Okay, so here I am, I could do F6 for split editor F seven for split screen. So I'm going to show you. So up here.
We have other icons. We have a Save icon. We have an view inventory icon. So if I wanted to view inventory. This is going to open up this split screen editor.
So I could if I wanted to look at my inventory that would open it up. I could go here and that would open it up.
But I need to then click into the box because if I click in this box. It's empty. So I can't do any functionality, but if I click into this box. It gives me functionality and I could open up that can view my inventory. So this gives me my holding record so
This is nice because I can view my holding information and go back to my results. So it's still says it's on order.
I could edit that. And we'll go over that next next session.
Click into Edit, which opens up the form editor. And if I wanted to. Now,
Go back to my babe record. I didn't need to do anything in here and not saving it. I would click back onto my record and I would click on the split screen editor and it bounces me back because if you click exit.
You will go out of the Metadata Editor back to your repository search or to another screen. So it's kind of nice to be able to know that you can bounce between this without having to go out in in back and forth because it gets a little frustrating.
So,
So that's how you can manage the split screen editor. So if I'm here and I also wanted to go back to my full screen instead of F7 I can just click on this and it's going up.
Well, that's weird didn't do what I expected. So maybe because I was not
It gives me. It gives me a full screen. Well, there we go.
So not doing what I so it gives me a full screen with the gets rid of the left pane and all that. So, really, for me, bouncing between the split screen is more functional and useful than having whole screen, but maybe like a whole screen.
So we can open like I showed you can open the form editor you can escape out of it. You can copy paste. I did you Control V before I pie hit something else, but it works just the same.
So this is if you were doing like all our cataloging should be done in the English language. I'm sure there are exceptions. So if you do need to do any kind of brief record and it's
In a different language. And it's really left right to left. You can change the direction. So it gives you, it's nice that you have these options that there are available.
So,
I'm going to look at my tools right now and I'm going to click here. So I just want to show you that you can
Just want make sure I'm not missing anything on this. Okay, so here's search external searches. I wanted to show you. So if I click on this, it's going to open up in the split screen editor, I can
Depending like we have World Cat setup we don't have it set up for library Congress or British Library. So I wanted to do is search for me do a different if I wanted to do a search for this. I could click search.
That would probably want something else, because I'm probably searching. Maybe I'm looking
Me. I want to see if there's any changes or maybe it's the wrong record and I want to verify, maybe I want to find the right record so I can relate to that. This is a way you could do it.
So it's great. You could view this
I
Mean tech, you could import it. Uh, but I, you know, you want to be careful with that you'd want to look at the record, make sure it's the right record and you could do that.
So it's nice that it gives you that functionality and I'm just going to close that out. So what was happening was, every time I hit exit because that's just my, I was just like we should hit exit exit.
I would get bounced out and then literally I just was like this morning. Like there's got to be a better way. And just was like, oh,
It's I've been doing this the whole time. So,
Always learning. So this is great. I love this because you can view version. So I made changes as you can see, I've made changes. You can see this
I had created some brief babe records. So you can see the original ones and then this would be the you know the original as pie. When I am
And you could just restore any of these you can view them and you can store to any other version that you'd like. So it's really kind of cool. So maybe you really didn't want to
Make that change you want to go back to the previous one.
You know, maybe it was your local records or what have you. But in general, you wouldn't
Restore probably a previous because what if you've restored a previous edition of record of something in the network zone that had the basic bibliographic information. It's just going to get overwritten. But it would be something like
You know, maybe for the ice zone for your own institutional zone records that are not being shared. You could go back and forth. It's really a nice functionality and you can view the versions of the original record as well.
And you can validate so validating, you know, subject headings and such. You know, you can authority records.
And browse. I like browse the shelf list because this is really useful to be able to
Say I went, because this book didn't have a call number. So I just wanted to see what would be, what does it fit in this area.
And I would use. You can do this. You do holdings, you can do all call numbers you i do holding call number because in
That's what would be in your repository would be in your library. And that's what they'll find in primo and I have to pick my library.
I don't have to pick a location and I can just say, Okay, let's see what this pulls up, so it's nice. So I can browse shelf list and I can see of this call number does not fit where this is not fit at all, or like this is the perfect call number. This is the one I want to use
And that would be in your holdings record because this one, this one doesn't have one in the oh five. Oh, so I would go back to OCLC at it and replace it and
Then I would you could import the record in or you could just wait for a nightly job to update it, but I know gratification to see your changes take place before your eyes. So if you're, you know, you're like me, I would just want to stupid like
But this is a nice, I really like the Browse shelf list in this way because I can see it next to the record. I'm working on.
You can release all records.
And I have to go back in here. So I'm going to close that out because as you can see, not all the functionality is available.
When I'm in different screens. So here's this mark bibliographic so I wanted to bring up this derive
Derived new records. Okay, so it is not suggested by the MSP to derive
To use this. Just so you know, you can add holdings at local portfolio of representation, all those functionalities are up here.
You can view inventory, which is also up there. You can view in search which will take you back to the repository search and related records that means records that may match. They have maybe potential matches. It doesn't mean they are matches.
Maybe this would be a way to check for duplications, but I have quite a few records that are they say their matches, but they're really don't have the same OCLC number ISP and so they're not real record matches, but it's a way to see and you'll get an error message at times about this.
So I'm going to show you how to suppress the last one is the set management tags. I want to show you how to suppress the big record from discovery. So
You might want to those briefing records for, you know, just for inventory control or Course Reserves. You don't want them discoverable. And when it says suppressed from discovery, it means in primo
It doesn't mean from the back end and all my means in primo so I would just go here and I can click on that and I'm going to File, Save and release. And it's really simple. Right.
I mean, it's simple as going to tools set management tags and you click on that, if I want to suppress it I would uncheck it, but I want to show you what this looks like. So I'm going to file and I'm going to save and release this record.
And I'm going to go click here so I can do my repository search
Oops. Other system number will not get me anything. So it's important to pay attention to.
Those fields, sometimes your repository search
Boxes, sometimes they stick and they default to the last one, sometimes a change
And it's thinking, thinking, thinking. So here is my record. And you can see this little. It looks to me. It looks like an evil eye with low read slash through it but it means you can't find it. It's suppressed.
So I'm going to go on on suppresses because I don't mind that anybody can see this going back to my edit record.
Because if I'm wanting to edit specific record, you need to go in through edit record. I wish there was a way to pull it in. I haven't been able to figure it out. So if somebody does it's capable, let me know. That's the only way I know how to pull the record.
So I'm going to click on Tools set management tag. I'm going to click on suppress and I'm just going to save it because I'm not done with this record.
Any questions on suppressing an answer. Pressing
Okay, great.
And so last thing. There's set management tags. I'll make you aware of is there's this export to World Cat so upon importing all the records going into
The network zone and things that are connected to your institutional zone and
They will have and all the records in your institutional zone that are in there will have this publish them. So if your institution decides to use publishing profiles. This
Will if there's if the records, aren't there, it gets deleted. If this gets unchecked.
You know if you would have this publishing this helps to determine your holdings, so it manages your holdings in OCLC without you having to manually do them. So if your institution decides to do that. You can
And this published holdings only. I want to just let you know is that it is I'm
For
suit your serials control for periodicals and things of that nature, don't publish some, I would probably put don't publish if it was a brief record of that nature. But these is this depends on how your institution is handling.
OCLC holdings.
Because
Our updates for the network's own are coming from. OCLC and a job runs nightly to be able to perform those. So those changes deletions. Yeah. Yeah. Any, any new records and he thinks that were changed in the record and they bring updated and such.
So another really cool thing about the suppress management tax it tells you what the brief level is so right now the brief what this record has a brief level of a one.
It's not the highest the highest is like town so on. It could have more information. But if my brief level acceptable level is 01 or above or 00 and above. It's all good. You won't get any problems so
Let me just see if there any questions so far.
Maggie, their questions in the chat.
Window. Okay. Sorry, I didn't mind I moved it and it wasn't
It didn't see the chat page. Okay.
Repository Nancy, it's the search in the repository, which is like it's the holdings. It's all our holdings. It's the either your network zone, your institutional communities own records is a repository.
The institutions own wholesome the network's own holds them. It's just a search. It's just another way. It's this is the language of Alma they refer to it as a repository search. It's just a search
And you would just search and you would decide where you're searching. So you would click in here and you would
You can do it by many things, but if you're looking in the network zone. It's always all titles, because there's no inventory there. There's no item records and
Like there's no physical inventory. So there's, you can't do it by physical items or physical titles.
For an ice record you want to look, you can do it by all titles and you can do it by this little house. You could scope there or you can use tabs. When the results come up. You can electronic titles and portfolios and collections. You can do those
If they're in. You can search that way as well. And there's all kinds of ways that you can search. So if I did all titles, I can do it by ISP and I can do it by call I'll see call number MMS it. There's a lot of options. So I suggest playing around with search
So,
Now, the next question is, when suppressing from discovery. Does that apply to network zone discovery for all SUNY libraries. Now in the network. So, and it will show you're holding. So I'm going to go and suppress this again.
But nobody else is going to own this so I'm just going to suppress it from discovery.
And I'm just going to copy this number, if I can. Where is it
And I'm going to save and releases and I'm just going to save and release it.
And so if I go in here and I code pro v.
I click on network.
It's still will show everybody that it's held by any won't say my institution for you say SUNY Oneonta but for me, because it's my institution. It says that
So it's just really for discovery from primo V other institutions will be able to see but you wouldn't they wouldn't be able to make up or
You know, a request with resource sharing for it because it would not be displayed in there.
Are there any other questions.
Well, I will get
better educated, so I can explain linked data better and I will play around with the searching for gifts like was available in olive for you and I will post those results in base camp.
And if you have any questions.
That come up afterwards or while you're testing out the functionality for your homework.
Just let me know.
You're welcome, everybody. I appreciate you all coming and I'm happy to answer any questions and base camp. So don't don't feel like you can't ask because if you have a question somebody else has that question.
Great everyone. Have a great day. Thank you.
Thank you, Maggie.
You know how to stop the recording.
I do
Okay, and you post it to the cloud.
I did because I yes I don't know what else to do with it. I think