Maggie McGee: After the session, and they will be shared out.
Maggie McGee: At workplace so just be aware, this can be a little bit of a more informal training session, then what we did from.
Maggie McGee: The fall and spring for the new metadata editor.
Maggie McGee: we're going to really look at some of the changes that have happened now that and other pieces of it and I left a lot of time, I know, two hours is a huge chunk of time, so thank you very much for being willing to be here.
Maggie McGee: We don't need to take up the whole two hours, unless there is a need, but I didn't want to do the session and then get to the hour and not leave plenty of time for any kind of questions.
Maggie McGee: That may be related to work clothes or other issues that you're having or questions to figure out how to do your daily work with the metadata editor.
Maggie McGee: First off on October 3 which is this coming Sunday the previous version of the main data editor is sun setting it won't be available anymore, so this is the new metadata editor will become the current and only Meta data editor that can be used so if you have not been using this.
Maggie McGee: up into this point in any form a you're going to take time to have to get used to it but there's plenty of documentation on lip guides to go through the workflows that menus etc so i'm just going to jump right into my dad or I didn't create a slides for this, as I said, this is very.
Maggie McGee: more of an informal like this is what's happening what's going to go on and then leave plenty of time for Q amp a so that you can ask anything that is pressing that maybe.
Maggie McGee: We haven't discussed in any other previous versions, or something we have, and you just need a refresher so, as I said, coming to Sunday, with the new release the October release we're only going to have the availability to access.
Maggie McGee: The new metadata editor which will no longer be the new metadata editor it will be the only one.
Maggie McGee: And, here are some of the changes I mean first off what you can see i'm in net new paltz sandbox so again, always a thank you to them they're very kind for allowing us unlimited access to use their sandbox.
Maggie McGee: So you can see there's a little bit difference of this always on icon, this is a quick way to navigate between anywhere and Alma to the minute data editor.
Maggie McGee: And what is always on is is that the Meta data editor is always running in the background, with the previous version, it had to be.
Maggie McGee: opened to run, so it doesn't work that way anymore and it's very nice because we don't have to worry about that, so you can just click back and forth in return to wherever you weren't Alma it's lovely.
Maggie McGee: Of course there's a keyboard shortcuts So if I hover over this what we can see is a little bit different than what's in our current version.
Maggie McGee: As of today, in your production environment it's just the metadata editor icon the open book with me on the front.
Maggie McGee: they've done some accessibility changes and they have added show em di to the bottom, you can always use your keyboard shortcuts of all em.
Maggie McGee: And, or you can just click on this and what's Nice is you click on that the new Meta data editor POPs open and it's there and.
Maggie McGee: it's lovely is that if you're working on something it stays in the editing pain of the Meta data editors who bounced back and forth into it, you don't lose that anything that you're working on.
Maggie McGee: Now, again, I know that there's glitches with the new my data editor but you know fingers crossed because the sandbox I have not been running into a lot of the glitches that we have been previously since the march release.
Maggie McGee: But what I will let you know is, if you do run into certain things, how to manage them later on, and how to like fix them or troubleshoot them because, unfortunately, they may still persist in production, because sometimes the production and sandbox don't always work 100% the same.
Maggie McGee: So now my my data editors open, I have this hide empty the icon so before you know currently in your production you're just seeing that.
Maggie McGee: mega editor icon without hide so when it's open it's telling you here, oh Now you can hide it so if I click on it, I will return to wherever I am so say I was, for some reason i'm working on users and i'm just going to use myself.
Maggie McGee: i'm here, looking at users but i'm like oh yeah I need to do something in bed editor I can just click on this and click back go back and forth now again, yes, you can use the menus of resources cataloging open metadata editor lot more clicks you could always use your.
Maggie McGee: All and just bounce back and forth if you're a keyboard shortcut person I vary between using the keyboard shortcuts and just using menus depending on.
Maggie McGee: What it is so some people are using them all the time, some never use them, and some are like me that sometimes uses them sometimes doesn't.
Maggie McGee: So the always on feature hasn't changed, but I wanted to show you that their accessibility changes which are really great that they've added because it clearly states what these what this icon will do.
Maggie McGee: And it's available like makes it much easier because, like if you don't know what that is it just looks like a book with an m, but if you really didn't hover over do anything you don't really understand what that icons doing.
Maggie McGee: Another thing I want to point out once we are open in the metadata editor this switch to old md does not exist anymore.
Maggie McGee: So don't expect that so as of Sunday that will be there because we will not be able to switch back and forth and.
Maggie McGee: There is no delaying this going to the this version of the metadata editor because they already extended it was supposed to be during the summer and they have moved this to a to October so.
Maggie McGee: I know that some of the workflows weren't as smooth as the previous version but i'm hoping that all the corrections that they've made to issues we've had will resolve that for you, because there are a bunch of things and like I said, we will get to them.
Maggie McGee: Nothing I want to point out, because I will show you really quickly when I said that there is a live guy to refer to and i'll pop this into chat.
Maggie McGee: here's the live guide and I did a lot of updating between August and just recently to get it to no longer display any workflows using the previous version of the metadata editor.
Maggie McGee: So you can see, like working with my data editor this tab has updated 920 21 and I updated this because I needed to update a lot, because it had the previous.
Maggie McGee: Like for navigating it had some of the previous screens and everything which have had changed throughout different releases up into this time so i'm going to pop into chat.
Maggie McGee: The URL to the resource management training guide, which has most of the workflows like i'm sure there are things that are missing, and again if you find there's things missing.
Maggie McGee: Please reach out and say, can you please add this workflow or I don't know how to do it if it's not here, maybe there's an faq or maybe it needs to be added, and that can be done.
Maggie McGee: So if I go into my metadata editor here up top records templates and rules they're called my module tabs I just usually refer to them as tabs but i'm also refers to them as.
Maggie McGee: You know, actually reverse refers to them as module taps so these module tabs whatever I click on you're going to see the record types below and then these full types, they all change, depending on what module tab i'm using.
Maggie McGee: So if I have records underneath I have record types for mark 21 big buildings, you may not have lcs he mass or lc names or llc hs network, because I had them turn something on for testing because i'm testing some possibility of adding some local.
Maggie McGee: Subject headings.
Maggie McGee: In the in the future, so they had turned some things on so you may not see everything that i'm seeing but be aware, you know with the record type to definitely be seeing mark 21 bit holdings DC.
Maggie McGee: And you can see there's numbers that are associated with that with mark 21 bit holdings, none of the rest have them.
Maggie McGee: it's because I don't have any records waiting and the records list for those types, so I have for for my mark 21 been by click on my holdings, I have one.
Maggie McGee: So again, some of this stuff you're going to be like me and you already know this it's really just a refresher to go over these things so that if there anybody new joining us or maybe you're taking on new roles.
Maggie McGee: This will at least give you the basic foundation of how the navigation, how to navigate through the Meta data editor.
Maggie McGee: So, not only do we have the modules hands up here we have the record types, then we have this left so this area is called the Left pane.
Maggie McGee: This left pane menu gives me some opportunities i'm just going to click back on the mark 21 because I want to show you I have different icons based on where these are.
Maggie McGee: Living right where if their networks zone link records, they have a network, if there is the only records are icy they were CZ records, they have the CZ icon.
Maggie McGee: By click on this filtered list and sort this all works, the same since we had seen it it's just kind of a quick overview, but I can change my scripts maybe I don't care about seeing Community records because.
Maggie McGee: I primarily just work with network, and I see i'm not working with Community records, but somebody who works with a resources doesn't want to see ice records, they just want to see Community and network so whatever you need to do, you can change the scope of the zones that will display.
Maggie McGee: And then you can group them by sort and what that means is I want all my network records together, I want all my ice records together.
Maggie McGee: And or my CZ records together, you can leave it unchecked and then they just are random.
Maggie McGee: And then they'll not so random because they're going to be then sorted by either the entry time ascending descending A to Z Z to a So if I change it to A to Z.
Maggie McGee: I only want to see my network and I click apply i'm going to have only three records show this number says for so troubleshooting trick if you ever come in here.
Maggie McGee: And you're like you see a number of records up here whether you see all of them, or maybe you only see some of them it's probably because your filter.
Maggie McGee: needs to be adjusted so if you have a discrepancy in the number of records or you're seeing no records in your record list, which is what this is called the record list, then you want to go to your filter and then you want to make sure you have the zones properly selected.
Maggie McGee: And you know click apply so now, if I wanted to group these by.
Maggie McGee: steam scope, I can come back to my filter and I can say group by scope and then my ice will go by itself, and then my networks on records will go by itself, but remember whatever I filter here it's going to be retained throughout so you can always adjust your filter as needed.
Maggie McGee: This search list is great when you have a lot of records because maybe you do, you can push up to I think it's like 100 records think it's 100 records now into the metadata editor.
Maggie McGee: You know, from a set you can push up to 100 records there's a certain number of know it's more than that, now, I have to go back remember it's a couple hundred used to be 100, but I think it's several hundred now.
Maggie McGee: But you can push a lot in there, so if you're doing a bit cleaner project from us and you identified a set of records based on some rule or.
Maggie McGee: Identification rule, etc, then you can just share that you know in cataloguing, so that you can go and work on them, so if you have a huge list you know you can just start typing and it will pop up any records that meet that criteria.
Maggie McGee: it's quick, you know to clear it out, you click the little X the refresh button is only really going to really.
Maggie McGee: benefit you if you push her you put a lot of things into networks that if you put a lot of records into the record list either from push.
Maggie McGee: To md or from a set or if people are assigning you babe records I don't typically use it because I typically i'm just.
Maggie McGee: The person who's responsible for putting records into my records list, but if you're in an institution, where other people are sharing or you're doing a lot of things really popping and sets and you want to refresh it's a good thing to do.
Maggie McGee: And then, this little button is released it changed this used to be released all records in the list or something like that it's now called release displayed records in the list.
Maggie McGee: So that's a new change to.
Maggie McGee: When you hover over it's identifying text and then yeah this little icon that's great out it's a split it's the ever split mode, I called the split.
Maggie McGee: split screen editor you know, like there's different terms how it can be used, but what that will do is, if you have a record currently open in here like by open this one.
Maggie McGee: is going to turn blue and be active and then, what I can do is click on that and then it's going to allow me to open another record here.
Maggie McGee: And it doesn't even have to be my records list I could go out and open record somewhere else, because I can let me just show you that, so I can just pop out and if I do a search for.
Maggie McGee: let's grab some titles and see.
Maggie McGee: What we can find.
Maggie McGee: And let's i'm gonna have to go down, because I know I used a lot of these so i'm just going to see about just popping on it, so if I went in here and I just clicked edit record.
Maggie McGee: It will also open the metadata editor and you'll notice that the one I had previously opened doesn't go away doesn't have the other record instead open in the full record, so you have the ability to.
Maggie McGee: switch it between a record that you know you can open another record that's in your record list or you can do it from another repository search.
Maggie McGee: It doesn't matter once you have that split screen open this whatever one is blue becomes the active screen, so if I had this one highlighted blue, and I did, that it would have opened up in this one instead so just be aware of whatever is.
Maggie McGee: Blue instead of grayed out means is the active window in the editing pain.
Maggie McGee: So that's kind of Nice because you know you had the you didn't have this ability in the previous version to kind of have that flexibility to do this.
Maggie McGee: And if you're not releasing the records, because you still working on them, you can just click the X is to close them out.
Maggie McGee: What I want to remind everybody is once you've opened up your record here in the editing pain of the metadata record metadata editor if you do not release this record it's going to be locked for an hour.
Maggie McGee: of inactivity So if I just close this now, this means this record still locked by me and nobody can use it for an hour.
Maggie McGee: So you know best practices of courses to be aware that, especially network claimed records are going to have possibility of other people in the consortia who need to.
Maggie McGee: Access them and Edit them does it happen, a lot where somebody goes in it's blocked, no, but it can happen so you know the best practices to release that record, but if you release the record it no longer shows in your.
Maggie McGee: records list so just be aware of that, so if I don't want to release the records i'm just closing them because i'm doing work and i'm bouncing between a few.
Maggie McGee: Just use that X and it's Nice because they don't get lost until you've released them all and, again, you can release them individually or you could be like i'm done with all these and just release them.
Maggie McGee: So i'm going to do a little bit more on this left pain so and before we go anywhere else so on here, you can see, remember here's the titles.
Maggie McGee: Now you're going to notice I don't have a tag that says pushed under dragon boy, but I do wonder, these I do under three of these, but not to.
Maggie McGee: Why is that because I opened them directly in the metadata editor using edit record and the other ones I use that push to MTV feature so let's just pop back, I mean I could click this or I could just do another repository search if I really wanted to.
Maggie McGee: what's Nice is you know just as easy as pop backs already have this search there, so I could just just bounce back and forth between them.
Maggie McGee: So if I came in here and I just wanted to open something directly into my data editor.
Maggie McGee: I would just do the same thing I do my repository search click on edit records you don't see edit record is one of your first tabs.
Maggie McGee: it's probably probably under your ellipses if you have the proper rules to do an cataloging you know catalog or catalog or manager Kellogg administrator etc.
Maggie McGee: So if I click on this edit record now it's going to directly open it and it opens it into the editing pane of the metadata editor.
Maggie McGee: This now locks it for anybody else in the network, because it's a networks on linked record and here's my record, it does not say push at all, because I directly opened it instead of pushing it.
Maggie McGee: So if I come here back to my repository search and i'm like Okay, I want to push a couple of more records, I can just push one record, at a time I have I can just go to my ellipses and select push to md or I can check this one box and push selected to md.
Maggie McGee: that's a personal choice when it's just one record I kind of just go from the ellipses but, again, you could choose more than more than one way to do it, we know Allah is always that way.
Maggie McGee: But i'm going to say i'm just like these two and then, if I select more than one I have to check the boxes in front of the title name and then select push.
Maggie McGee: selected to empty, so what this does is it pushes the record into the record list, but the record is not opened in the metadata editor, it is not locked until I open it into the metadata editor but if I go back and I click here show me i'm going to have more records here, I have.
Maggie McGee: The records that got pushed so.
Maggie McGee: Silence ashoka etc, and they get pushed and they have these little tags so that's how you know.
Maggie McGee: know so Lisa asked edit record and push em do to say no, I mean yes and no because they all put them in the metadata editor for you to use but.
Maggie McGee: editing record opens it into your editing pain and locks that record pushing it to MTV.
Maggie McGee: Only puts it into the record list so let's go see that i'm going to push another one and i'm going to pay attention to the title that I chose i'm going to push the hatha yoga and you push an empty ellipses.
Maggie McGee: And let's click back to show md nothing is open now in my Meta data editor.
Maggie McGee: And here's the clean complete pop them yoga so until I click on this.
Maggie McGee: it's not open the Meta data editor so there's there's a slight variation yeah.
Maggie McGee: Exactly yeah spin till I do and it doesn't get rid of the push once I opened in the metadata editor it retains that tag but, once you open it here it gets locked.
Maggie McGee: But if you're just pushing them and they're just there for you to use and work on later it's kind of like a queue for you to use.
Maggie McGee: Good question, though, because they are not the same they seem the same they kind of are but not yeah so another thing to notice is I have you know the icons we talked about.
Maggie McGee: As you can see i'm just hovering over this and you can see, this nice box that pops up, it gives me the title and the statement of responsibility that's the subfield see of the 245 and then mms ID.
Maggie McGee: And also tells me when this record was created.
Maggie McGee: It was created by like this is important, so this came through an import process.
Maggie McGee: But it may say a user at a library at a difference as Sunni institution.
Maggie McGee: And it could be anybody, especially with network zone, it could be anybody in Sunni if it's an icy only record probably be it would be somebody from your ID or an import process or New Order API etc, which would be like an import process.
Maggie McGee: And then the date, it was modified and who modified it so this one, just as important system, not a lot of information, but if I hover over dragon boy.
Maggie McGee: This was created by the system, but I modified it and it will tell you that, and in the other version it used to be all appear underneath the title, where the blue banner is.
Maggie McGee: And the blue banner does give you the same kind of thing here's my icon I know it's nz I have my title, I have my statement of responsibility and then this ID tells me it's pushed.
Maggie McGee: And this tells me what kind of record, it is even though we know that this is a mark record because we selected the module records with the mark 21 big but it clearly tells you in here as well.
Maggie McGee: And this right here it's the brief level rule that is displayed.
Maggie McGee: And another thing that you can see, I have the suppressed icon, which is something that's new like I don't know when they change this, but I happen to notice with this previously, if you want to suppress.
Maggie McGee: A network don't record, it did not necessarily didn't show up here on the left hand side.
Maggie McGee: So it is doing that now, I have a plea hot the yoga open So if I come here to record actions.
Maggie McGee: And I have now suppressed from discovery before there was a once you suppressed it this change to suppress from discovery, but they have changed this so that you just check the box.
Maggie McGee: And then it will suppress it, and now I get to see my suppressed icon appear in the title bar, but it also shows up in my records list and previously with network so linked records, it was not doing that.
Maggie McGee: i'm glad they fixed it because it's so much easier to identify records that are suppressed that way, without having to bounce back.
Maggie McGee: And look at my search, you know and it didn't show up here yet, because I didn't have to refresh it and I didn't save the record, but I probably need to save the record and release it refresh that search, but it would she would show up there, typically.
Maggie McGee: But the problem is it wasn't it wasn't showing up here so i'm so happy that this has now been.
Maggie McGee: Fixed so that it matches when you suppress them is the only record.
Maggie McGee: let's see um I want to also show there's this little notes thing, so if anybody sends notes to you or if you make a note about a record it's going to have this little icon looks like sheet of paper with a pencil and.
Maggie McGee: If you click on it, which this rule I didn't do this yet so you click on it, I thought was going to open up the notes I almost got excited for a second see.
Maggie McGee: So it opens up the record you can't see the notes directly from here, I wish, there was a pop up that showed the notes, but you can of course go to.
Maggie McGee: view related data and view notes and then it will show you what ever the notice.
Maggie McGee: And mine's just some generic meaning nothing kind of note, but typically you're going to have much better notes so there's another question that says.
Maggie McGee: Yes, so by suppressing network so linked record.
Maggie McGee: It says will let suppress it only the ice correct yeah So if I suppress a network zone link record and i'm working in my institution, it is only suppressing that for my institution, it does not impact anybody else linked to that networks own record and Sunni.
Maggie McGee: Now, if I did it from the network, so it would suppress it for everybody, I never suppress record to the network so so don't worry about that.
Maggie McGee: But, and you should not worry about suppressing mz link records because it's really only meant to be suppressed from your institution that's a good question as well.
Maggie McGee: So, again, I have my notes here with night, as I, you know if you delete it Maybe it was you don't need the note anymore, or like it was a mistake.
Maggie McGee: But you can just close it and then go back to your record I can just close this or I can click on another record, it will pop open in the metadata editor because it's highlighted blue it's active so it's going to just open up this one is my other record is still walk.
Maggie McGee: Until I released it so Those are some of the things I wanted to point out about what kind of information you're going to see in left pane.
Maggie McGee: Now.
Maggie McGee: Before I go a little bit further anybody have any other questions.
Maggie McGee: sure.
Jill Yaples: um if you suppress from discovery to us also suppressed from external search.
Maggie McGee: No, I there's different external search would allow it to be found, I don't I don't know what honestly like we don't really do much external searching i'm not really sure.
Maggie McGee: Who would be searching, you know what I mean like i'm not sure how that works, I have not played with that feature so.
Maggie McGee: Press from external search, because if I did, that let's see what it does, I don't know if it changes.
Maggie McGee: Any icons.
Maggie McGee: So I think it would just suppress it.
Maggie McGee: from being searched externally, but I don't know why you'd want to suppress a record for being searched externally, I will poke around with that feature later, and I can always update when I put the slides because.
Maggie McGee: Like I said there's some features, we don't use as a consortium, because just the way we're designed, etc.
Maggie McGee: And ELENA ask does anybody use the notes feature and how.
Maggie McGee: I do have.
Maggie McGee: Lip guide on notes, just in case um, let me just get that.
Maggie McGee: notes and assigned to other catalog, or so I have a lip guide on that I don't know how much people using it.
Maggie McGee: It could be useful if you know, maybe circulation something comes in and something's weird or you know there's other you know, there could be other scenarios where it'd be useful if you have multiple catalog.
Maggie McGee: Or if you know, maybe something needs to be classified and the person who's doing a copy cataloging doesn't do classification, there is some use case scenarios that it can be used for.
Maggie McGee: Again I don't know if it's something that is you know high demand and Sunni, but you know, maybe, if you have a larger.
Maggie McGee: tech services department, it might be something that would be useful.
Maggie McGee: So I just want to go through and see.
Maggie McGee: So just looking at that this area here, I have on the bottom, you can see there's a pin and then you have the carrots, you have to shovel so.
Maggie McGee: The metadata editor just to screen of your computer, so I have a lot more display links, I have a wide laptop.
Maggie McGee: You know, larger one if you're a smaller one, you may only see a couple and then have to click on the chevron's to find the other record types displaying right you want to have more space in your editing pain, if you click on the Chevron down here at the bottom.
Maggie McGee: it's going to collapse, the record list, and you can see, it says record list here and it collapses, it gives you more working space, I can just always come over to it.
Maggie McGee: And click on it, and it will stay open, so I could pick like another record if I wanted to but it's going to close down again so if you decide, you want to expand your record list again.
Maggie McGee: You know just clicking on the Chevron isn't enough, because once I click here anywhere my record or navigate away.
Maggie McGee: It closes I need to click on the pin and the pin will allow that to then stay I usually pick so I like to have it, but if you have.
Maggie McGee: Less real estate displaying it may be something you'd like to use or maybe you have no you don't really want to see all that all the time, we prefer to just focus on your record, then you can just collapse it.
Maggie McGee: And you can temporarily expand it by clicking on the Chevron or like I showed you before just you can even just click on the record list banner on the side pop up where you can pin to keep it and unpaid does the same thing as the Chevron so.
Maggie McGee: there's different things, you can do to do to get more space or to get that records will spec.
Maggie McGee: And, as I was saying we have these different module tabs up top and whichever one is blue is the active one, so if I click on templates.
Maggie McGee: My templates are now the active record types that will display and those would show only my templates, and again I don't want to show Fini shown templates I can click apply, but what will happen is, it will be the then applied.
Maggie McGee: At each level so it's not like it's the filter only gets applied at.
Maggie McGee: The record module tab it gets inherited by everything else.
Maggie McGee: So if I click on let's see if I click on let's see if that's true actually it's not true, they change that oh that's nice okay.
Maggie McGee: promise I, and I changed it so let's see if I don't want the institution or Community let's apply this so i'm going to update that because that's great so sometimes I find new things when i'm playing around to.
Maggie McGee: And that's this kind of stuff excites me because these were like weird flaws that I thought, like, why do you want to have it inherited So you can see each.
Maggie McGee: This is great each record module has its own filter that now gets applied, instead of it was like one filter that got applied to everything, so I need to.
Maggie McGee: Maybe I want to see my communities of of records here, I can click apply, but I don't have any right now.
Maggie McGee: My templates I only care about institution and network right and that's great, but for my rules, I only care about my network ones or whatever, are you are, you only care about your institution ones.
Maggie McGee: And then they would just display and so that's really a nice new feature like they updated that so i'm happy to see some improvements like that, because it makes life easier.
Maggie McGee: One thing that they have not improved it's going to close this record because my show if I go to New.
Maggie McGee: i'm just going to close the whole box yeah because, if I have a record open here, even if i'm on a different module tab it's going to give me the menu for whatever.
Maggie McGee: record this type of says so, since this is a mark 21 babe record my menu is displaying for records, so I want to close this because if I want to see the menu for roles.
Maggie McGee: Since I don't have anything open, I have very limited menus and I will show you for each one the menu is will change so if I go to record, you can see, I have.
Maggie McGee: More mid record options I don't have any real, I have a lot of options, because most of them are grayed out because I don't have a record open, but once I open a record.
Maggie McGee: They all become active menus.
Maggie McGee: And know the SAVE icon I can just click on it, or I can use that drop down there's other options by click on new.
Maggie McGee: Or if I hover over it even their opening and you can see all the different options record actions.
Maggie McGee: editing actions, etc, so it depends on whatever.
Maggie McGee: module urine plus whatever record type you select because, if I select holdings my menu options.
Maggie McGee: might be different, but i'm still in a record in a holding rack and mark record so i'm going to open up a holding record, so you can see.
Maggie McGee: Now I can order from the holding record that's been great out some of the record menus will always remain the same, others will change like record actions.
Maggie McGee: etc ad inventory will allow you to add item one of it because buffalo has had a lot of issues and i'm going to say there's been a lot of issues but add item disappearing when you're working on folding records and you need to add an item.
Maggie McGee: You find you ever run into that i'm not experiencing this with the production sandbox but it happens, still in production.
Maggie McGee: You can always use your keyboard shortcuts like all I will open it up now again you have to remember it, but even if.
Maggie McGee: It doesn't display it all you won't be able to see that if it's grayed out you'll be able to see the all tie but just be aware that you can always use a keyboard shortcuts to navigate around that.
Maggie McGee: Sometimes it helps closing you know.
Maggie McGee: Logging out logging in clearing your cache.
Maggie McGee: Something that's very interesting is that the metadata editor the new one relies heavily on caching.
Maggie McGee: So if you find you're not seeing all menu options or something's being weird clear your cache log out log back in it resolve a lot of the issues a lot of times can't say 100% but it doesn't resolve a lot of things, a lot of the times.
Maggie McGee: So that's a just a good troubleshooting.
Maggie McGee: thing.
Maggie McGee: Yes, exactly yeah um yes, you can also go to um view inventory and it will allow you to see.
Maggie McGee: The holding records, but again, you can view inventory there's ways to do it, but yeah from the ellipses you can view items.
Maggie McGee: crap and Ellen you're right there's ways to get around it, but you know again it's clunky you have to take extra steps so it would be nice.
Maggie McGee: If the menus had the things without having to do the extra steps, but it is great because Ellen just showed all whole shortcut to if somehow caching doesn't resolve the issue because caching doesn't always resolve the issue.
Maggie McGee: So yeah you can always do view inventory and then the ellipses allows you to view the items.
So.
Maggie McGee: that's one of the little troubleshooting things um and I told you about the filter list i'm just trying to make sure.
Maggie McGee: That i'm going through every weird thing that has been coming up lately another thing that has happened, while we're here, sometimes you open a record.
Maggie McGee: And you do edit record to open in the metadata record you open up in the editing pain, but it doesn't show up here.
Maggie McGee: and
Maggie McGee: it's nothing you've done is some kind of glitch but i'm not again i'm not experiencing any of this because they're supposed to be fixing a lot of things happening like they've been working on these things.
Maggie McGee: But if you just click in and out of the metadata editor it will refresh the screen and it will show up.
Maggie McGee: Most of the time, sometimes you have to click edit record to get it to open again so just be aware there's some tips and tricks yeah 100% it can be erratic it's not you it's Alma so.
Maggie McGee: I don't have to you know it's unfortunate there's it is erratic and that way, I am hopeful, because the sandbox has been much more stable, this time with me playing around and going through places.
Maggie McGee: One other thing is if you're in the record i'm going to open up a bit of record, so if you're if anybody has experienced this where you're in a record and you're using come here and you use tabs you know you're trying to tab through or you know.
Maggie McGee: You know, go through the menu like that, but the cursor keeps jumping on you, I happens not to be jumping in this scenario, but you know, sometimes when you're working in the 505 you know or 520 and you're.
Maggie McGee: kind of go through the cursor the cursor has this habit of jumping around and not going where it should be that's supposed to be fixed by Q4, so it is on their radar lots of people have complained about it and all my own and.
Maggie McGee: Hopefully that will be resolved sooner than later, because it is if you're somebody that tabs around Q4 would be.
Maggie McGee: October November October November, December of this year.
Maggie McGee: So.
Maggie McGee: So sometimes they never give you a quite.
Maggie McGee: A deep date, you know but expect within maybe you know, maybe it is with the October release I don't know if they haven't closed my case that I have open for this.
Maggie McGee: Now that's how it goes so i'm just going to close this because if I click on rules now might, you can see it doesn't change to that rule menu I had that only had a few options it's still going to retain the menu for my.
Maggie McGee: Whatever my mark record my whole day record so by closes you can see my menu has changed by click on new I still don't get the placement options, and I know that when we went to rules and templates.
Maggie McGee: That you know, I stress, highly that rolls doesn't have placement options, so if you need to check your placement options before creating a role, you need to either click on templates and look at new and go to placement options.
Maggie McGee: Or you need to click on records and go to New and select paid placement options now be where I have a lot of different default, I wanted to create default records they're using default display so that I can better configured and.
Maggie McGee: Whatever will show up for you mark.
Maggie McGee: Holdings babe records, etc, they need to be enabled.
Maggie McGee: So if you need to make any changes or you want to you know, maybe you're like well, we have our own default we don't want the we want the Sunni default, or we don't want these things if you click on the template display configuration.
Maggie McGee: You can change.
Maggie McGee: change these So if I got rid I don't want show the DC all I have to do is.
Maggie McGee: click on these, and it will shut them off Gray means that they're not enable.
Maggie McGee: Blue means or enable so let's see I I have Sunni ones let's see i'm going to get rid of the lc names just for now because i'm not creating them in here get rid of my match, so if I do all this.
Maggie McGee: It will reduce what shows up, but we do have Sunni ones for creating brief records.
Maggie McGee: i'm going to activate them, because when I have to create a brief bit for ordering it's nice to just have them quickly available any changes, you make it click save.
Maggie McGee: So now, if I look at my new menu it's a lot less stuff showing up the reason the whole thing's is disable this because i'm not holding So if I went to holdings.
Maggie McGee: interesting.
Maggie McGee: not really sure Oh, you know why because I need to for mark record, you have to have a mark record open to create a new holding record can't do it as thin air, so that's another thing if you go and you want to create one, it is now enabled for me to do that.
Maggie McGee: And I have the ability to check my placement options from record to templates and that's where you say I want the placement of my new records and templates to network.
Maggie McGee: Or you know local if i'm creating only left there for local and my new rules, you want to set to local because they need to be local for you to use them and.
Maggie McGee: norm process your processes and also for identification rules, and if you need to make any changes, you have to click save you don't need to make changes click cancel I do suggest when you're creating anything new it's nice to go.
Maggie McGee: and review your placement options I usually put it in the workflows that you'll see it's one of the steps check your placement options.
Maggie McGee: Another change, I want to show you with roles, let me just close this record.
Maggie McGee: If i'm on the rules, and I want to create a new role I would come to new and say, I want to create a new identification rule it doesn't matter, what kind of role, the new rule screen looks very different.
Maggie McGee: They are going to be in the future, creating the ability to restrict who can have access to the roles which i'm excited about, because it would be nice to be able to walk down the network so rules, not because I don't trust you.
Maggie McGee: But it's just easier if there's no risk of them accidentally getting edited because somebody you know it's easy to not.
Maggie McGee: it's easy not to be fully aware that you're not in your room rule, possibly, you know people you know happens I make mistakes, it would just be nice if there's you know less ability for people to access certain rules.
Maggie McGee: So I don't know how it's going to play out I don't know the full scope I just know it was one of the things that they've announced they're going to do, and I was like oh that's great.
Maggie McGee: But I think they changed this screen for accessibility purposes, however, I do find and i'm going to show you so let's do Sunni.
Maggie McGee: Created festival i'm not going to pay anything real what did I did I always put the end for some reason there if i'm not paying attention.
Maggie McGee: To me, the descriptions very hard to see now, but that could just be me so be aware that the description is right below it and you need to add it up because, like there's no asterisk next to these right now that say, these are mandatory.
Maggie McGee: But they are because, if I didn't use this if I want, if I didn't do that if I just did the name I made sure it stayed rule I want the shared I can't even save it doesn't Allow me, save it because I did not put in my mandatory description.
Maggie McGee: Now I can save it because you see now my saved blue is David it's blue so.
Maggie McGee: For me, I not that I love the other screen, it was more clear to me, and it was easier for me to see the fields and I knew what was mandatory.
Maggie McGee: It has not changed what's mandatory and maybe this is my visual stuff because I have some visual things that maybe this is for my issues, but this could also possibly impact other people when you're doing this, or you don't because, like.
Maggie McGee: I kept doing the name not seeing the description, because it wasn't standing out and not being able to save it being like ah, I keep missing the description so i'm doing this chances are you might do this, too.
Maggie McGee: And maybe not, but I just wanted to put this out there, so that you're aware and then you click save You can write to rule.
Maggie McGee: So.
Maggie McGee: And i'm not going into the depth of how to create a rule but it's a question when we get to that point we can talk a little bit more about it let's see like to 45 subfield see right So if I said when exist before you.
Maggie McGee: see an.
Maggie McGee: Indication.
Maggie McGee: True.
Maggie McGee: And a rule and i'll just say is basically you have to have the name and it starts with rule and you put it in quotes because the quotable I mean, and that will name gets in quotes I use pipes instead of.
Maggie McGee: The limiters or a period to demarcate them when it's the role name, because the role it's telling that this is the role name that it's not part of the actual rule itself so when.
Maggie McGee: exists to 45 subfield see then set indication to true and an indication rule is used on a set of records that you've already predefined.
Maggie McGee: And this needs to be created locally, so that when you go to a set you choose filter and you can run it.
Maggie McGee: This helps you identify records very quickly that meet a certain criteria, now, of course, when you create a rule it's always really good to test it so i'm just going to click click save.
Maggie McGee: And let's see, I made a compile ation error so let's see where I did this Oh, because I put a quote right in front of indication, and I should not.
Maggie McGee: it's not that easy to see and here on the bottom, which is really nice and we've talked about that any errors or any kind of information is instead down at the very bottom can be expanded laughs it's Just to give you more real estate, to see what you're working on up above.
Maggie McGee: So I can test this so if I click because you always want to test your rules.
Maggie McGee: I can click on this and I can just jump now to records, I can pull it this one, and I know this has a subfield see because there's that slash here in the beginning, but.
Maggie McGee: If you're doing thousands of records i'm because i'm doing a project for buffalo and we need to identify how many of these records had this because up for a purpose so.
Maggie McGee: I want to test this I need to now click back into the role and click try it and it should say true, and it does it says true down here at the bottom and how we know this is true, if you look at 245 here's subfield a which has.
Maggie McGee: The title information, then subfield see that's my statement of responsibility so it's nice get that you know.
Maggie McGee: You know, whenever you create rules, you must test them and it's so nice because you can.
Maggie McGee: bounce between the records really easily for this testing, especially when you have stuff in your records list you can just pop them open use them as examples.
Maggie McGee: I I like that I, because I do a lot with rules which you may not, you may not do as much as I do with rules, but it can be very helpful.
Maggie McGee: So now, when i'm done with a record if I made no changes to that bibliographic record, I will go to release record actions and release the record.
Maggie McGee: Why, because every time you save and release a record, it creates a new version, so if you have made no changes and the only changes, you can really make to mark records, especially linked to the network so his local field.
Maggie McGee: Everything else should be done in oclc with the world share record there and then re imported into your eyes your nz so especially networks only records so really there's very limited actual cataloging happening in the mark records and Alma it's really for local records.
Maggie McGee: And I will emphasize that again because there may be people and students that are new.
Maggie McGee: Really, all the cataloging it's one of our policies is taking place in oclc world share record whether you're using connection client.
Maggie McGee: or connection web browser that's where the cataloging if you're making any changes to the mark record, that is not local information, it must take place in oclc and then re import the record in, but if you're creating local records takes place in the metadata editor.
Maggie McGee: So if i've made no changes to the record, I have not added any local fields I will go to record actions and release records, so it does not create a new version every time you say.
Maggie McGee: It creates a new version, and if you made your changes there's no reason, of course, it says, do you really want to release this i'm going to say yes.
Maggie McGee: Now you don't need to release rules or templates there is no reason to release them, you can just close them out or I could just go and open another record.
Maggie McGee: Yes, so Ellen, yes, but suppressing record is making a change the mark record it's not to the mark fields but it's making a change to the record, you need to save and release it so good good clarification.
Maggie McGee: Yes, if I am going to come in here and i'm going to suppress this I need to save and releases, so that it is fully apply.
Maggie McGee: It may still be applied anyway, I just like well let's see what happens American yoga i'm just going to grab this mms ID.
Maggie McGee: So if it's networks on linked record in the oh one you're going to have the network zone mms ID.
Maggie McGee: If it is not linked to the network zone, the oh one has your institutions mms ID so every institution has a four digit identifier, at the end.
Maggie McGee: For them, for 801 is network zone so let's let's see what happens if I just released this record without saving it, it may do some kind of behind the scenes say i'm not 100% so let's just release this record.
Maggie McGee: and see what happens because I just inherently do it, but we may not need to and that might save us a step now if i'm going to search by.
Maggie McGee: The network zone mms ID I have to use keywords because it's not your ids mms ID and it will not find it by use keywords for the for the network's own mls ID.
Maggie McGee: And I will search for that, and I see, I did not need to do that so Ellen we just discovered something together and everybody on the call that you don't have to even save release if you do that, it automatically saving that for you so that's that's kind of cool.
Maggie McGee: Then you don't need to have a new version just because you did that, because there's really no new version happening it's just the suppression so yeah i'll update the documentation for that, too, so thank you for making me look at that.
Maggie McGee: that's awesome I would still double check.
Maggie McGee: yeah yes Lisa only saved from release when you're adding local notes so let's go at a local note so let's come to another one and i'm going to just do I don't know i'm just going to print a 592 some generic.
Maggie McGee: notes, so it doesn't matter if you click into a field, dear where you're going to go or, if you do it up at top you just click somewhere and you want to be in the record go to add inventory scope editing actions.
Maggie McGee: Add local extension, you need to add local extension you add field it's going to think it's a regular markfield if it's linked to the network sound that field will get overwritten the next time the network's own record is updated from the oclc world share daily.
Maggie McGee: records, so I click add local extension how I know it's a local extension there is this little house.
Maggie McGee: right here that displays.
Maggie McGee: Now, if you haven't ice only record like a brief record, you know if you ever brief record for the Net for ordering you have to save them release those records, otherwise they don't get added and create it so.
Maggie McGee: be aware of that, if it's a brief like records you're creating for ordering or for some other inventory or some other purpose, you need to save and release those but unless you've made any changes to those.
Maggie McGee: records you wouldn't save them release, but when you do a brief record and update it to add the oclc number, so you can.
Maggie McGee: make it a full record, you would save them release them because you're adding a mark field.
Maggie McGee: But typically if you already have a mark record in here that's a full record, you would be just adding local notes to the mark babe record.
Maggie McGee: Now if you're working on holding records, you make any changes because it's inherently local you need to save them release those so it's different between mark records and holding records.
Maggie McGee: Oh you're welcome, I think I think it's just a good opportunity for us to you know troubleshoot anything because.
Maggie McGee: it's always good to go over things and just like now, I discovered, I can update these pressing on suppressing workflows So if I went in here i'm just going to put a test note.
Maggie McGee: really matter with you know test note that if I would have released this and i'm going to grab the mms ID.
Maggie McGee: I don't really need to, but I can i'm just going to grab it so we can see our test note, so I put that one in there and I do say and save a release I could use my keyboard shortcuts, of course.
Maggie McGee: it's not letting me doing it, saying there's something I need to correct so let's hope because you know what I didn't put anything in here, but if I try to do it now.
Maggie McGee: Ah, there we go it allow it did, that if I accidentally, let me just show you if you accidentally do add editing actions add field, instead of add local you don't get that house, so if you're adding a local note, make sure you get that little house.
Maggie McGee: And i'm going to remove this field real quick because it's blank and now I can fix it, so I have my mark tag there go to save.
Maggie McGee: Save and release the record and now all is good, I have my local note in there, and if I went to go open it up again, I will have the versions, with it, and without it so let's take a quick look at that.
Maggie McGee: And i'm just going to edit this directly in.
Maggie McGee: Meta data editor.
Maggie McGee: So if I come in here and I go to view related data.
Maggie McGee: You versions it's going to pop over it's going to create like a split screen and here's the different version, so this was created by the system on 817 2020 So this is the one previous to the one opening up here, so I can just take a quick look at it.
Maggie McGee: And I can see, I don't have a 590 local note, but I have my 590 local note here.
Maggie McGee: So if I needed to restore this because, maybe I made a mistake, or you know don't want to you know I could just restore this or if I need to every once in a while you oops I didn't mean to do that be related.
Maggie McGee: You need to restore something I do anyway, and it may happen to you if you view this and you're like Oh, I really need to restore it to the previous one, because i'm.
Maggie McGee: Maybe got overwritten because somebody put in the wrong oclc number somebody say this really quickly when they are definitely networks so linked records, you do not change the old 35 subfield a oclc number, this should never be changed because there's other institutions.
Maggie McGee: Who are linked, possibly to this record and if you change the oclc number, you are changing.
Maggie McGee: Their marked out of for that record and it may not be the record that they want or maybe a totally different record so be very, very careful that you never.
Maggie McGee: Change in network zone linked records the oclc number.
Maggie McGee: Now if it's not the right oclc number, you can relate your record to another record, you can either import it into the network zone or use an existing one there.
Maggie McGee: But once there's an oclc no record number in the oh 35 subfield a for networks only records.
Maggie McGee: That needs to remain and it's not the record you want, you need to either import it in and re link to that or if it's in the network so just relate to that do not impact other people unnecessarily i've had to I mean happens, you know.
Maggie McGee: We all have human error, I fixed them randomly when this happens, but just be aware, it doesn't happen often but just be aware that it's something a field, you should not touch once it's there.
Maggie McGee: Now, if you have is the only records, you can add you can edit you can change because they will impact anybody, but you.
Maggie McGee: So if I want to restore this I can either just go back to my results or click restore and what this will do it will bring it back to the previous version that I had But even with that I like to.
Maggie McGee: I mean we can just release this records go to record actions and beliefs and see if we need to i'm thinking once you restore it it doesn't save behind the scenes, but let's just double check.
Maggie McGee: So if we come here, I can just click on the title and see my record view I don't even need to open it in the MED data editor.
Maggie McGee: And you do need to save and release it if you do the version, because it did not save it like it did before, so if you do something like that you want to make sure you save our release so let's go.
Maggie McGee: back a bruise my edit usually there's an edit record from that screen so i'm going to have to ask what happened to it because there's usually the.
Maggie McGee: opportunity to edit it from the record view so if I come in here now, I need to go back to my version, because it did not stick because I didn't save a release it go for you related you versions.
Maggie McGee: And I know this i'm going to view it because you don't want to just restore something without viewing it.
Maggie McGee: Because it's a good idea, not to do that not may not be the record you want, and then click restore and now I do this i'm going to save and release, because now i'm it's going to be a new version.
Maggie McGee: Because the other version gets saved save them save i'm just gonna save it so we can look at the version, so you can see that the.
Maggie McGee: previous version with the 590 is now going to display.
Maggie McGee: view related go two versions.
Maggie McGee: And the eight you know, here we have five 920 21 we have these different.
Maggie McGee: date, so this is the one that we did today earlier.
Maggie McGee: So if I take a quick view with that one it's going to have my 590.
Maggie McGee: So.
Maggie McGee: Well weird there's my 590.
Maggie McGee: Oh that's weird there's something glitchy there i'm gonna have to report that sorry about that, because it should have done that, but it did not apparently I save the record, but maybe I need to I don't know why would have to the same release that I did save it so.
Maggie McGee: weird I will have to do some more troubleshooting on that, so this is what happens sometimes they add new features They fix something there's a regression and it's just now an opportunity for me to figure that out if it's me or if it was a real regression that needs to be reported.
Maggie McGee: So any questions before we go on a little bit more.
Maggie McGee: I do have a poll so let's just take a second for pull i'm just curious who still.
Maggie McGee: Using the previous version of the men data editor.
Maggie McGee: If y'all could take a chance, an opportunity to do this, because it would give me a really good idea of.
Maggie McGee: Who is and then, if the person people who are want to share why and then maybe functionality issues or maybe they just have just we're going to wait till it came out new is the only option be great.
Maggie McGee: Leave it up for a few more minutes to see if anybody else has any other questions.
Maggie McGee: I mean, give them an opportunity to answer the question.
Maggie McGee: Well, looks like most people have answer so maybe the other people just don't want to turn that's totally cool so.
Maggie McGee: It looks like the majority of people are using the new version of the metadata editor, which is good now for the few that answered, are you just using it for functionality purposes, or are you.
Maggie McGee: there's just a couple of people, or are you using it for because you just waiting until you had no choice like and that's fine too because everybody has their preferences, you know.
Maggie McGee: We did a lot, a lot of training last year, and if you don't want to share that's totally cool as well, no pressure, but the majority of us are already using this we have gotten used to some of the weird glitches and functionality that happened some dramatic changes over.
Maggie McGee: I don't know it's a year now.
Maggie McGee: well over a year that.
Maggie McGee: Because we started about last September.
Maggie McGee: Last August September working in the new Meta data editor into into like may we did a lot of work together.
Maggie McGee: Okay, Michael said they only go back and use it when something wasn't working or couldn't find it in the new editor yeah, and that makes sense, because I know people were doing that they were balancing between them because functionality reasons.
Maggie McGee: Completely, and that makes total sense.
Maggie McGee: I kind of went over like what I wanted to go over so now, I want to leave this next you know whether it's we take the whole hour, the next whatever.
Maggie McGee: To leave it for you to ask questions or to say hey show me this workflow gun let's go over this etc, I want to give you that opportunity because there may be unanswered questions that we need to address.
Maggie McGee: and listen to that they try to use new one, most of time they'll switch back.
Maggie McGee: So.
Maggie McGee: let's see what kind of things are you Michael and Liz having trouble finding or are you still having trouble finding them or maybe it's just the workflow That would be a good start Is there something that we can look at together.
Maggie McGee: Or is it just like when it happens at the time it's not something you're really tracking.
Maggie McGee: And you can unmute yourself, please you know feel free to unmute yourself as well at any time if it's easier than typing.
Jill Yaples: I noticed, something I don't know if it's ice or it happens when people do anything with the nz records.
Jill Yaples: But sometimes, especially with 505 when you type so far, all of a sudden it starts going backwards, so what you're typing is not happening it's taking away letters, instead of adding in more.
Maggie McGee: yeah yeah I think that's the one that they're going to resolve in Q4 so if you're doing anything with a 505 and you're not making like a local field and it's really a 505 I suggest going into oclc and doing it there and then re importing the record in and.
Maggie McGee: Because it's going to if you add a 505 to a record it's going to enhance it for everybody, so it's useful information and people will benefit from that.
Jill Yaples: yeah I usually like to do it in in common and take it over to oclc for some reason I feel more comfortable one way, then.
Jill Yaples: Then move it over to the other, but like I said it's ice that i'm working with so but I do update well electronic records in oclc if I do a 505 but.
Jill Yaples: Now i've been doing it like I do it in word in copy of because then I don't have to it doesn't seem to have an issue that way, so I like i'll still put I put in the oclc record, but because it's icy it's not gonna.
Jill Yaples: And the site overlay after I do the 505 it's not going to be in our record.
Maggie McGee: Right correct and you know you have a little more flexibility with ice only records, I mean just you know and you're still adding it to the O co llc record, you can.
Maggie McGee: You know you can't overlay a CZ record from oclc, but you can do your own thing and your nz the records.
Maggie McGee: But since you're you know their eyes, he records yeah, you have the opportunity to do that, but you know, and since you're enhancing the oclc record I don't think there's anything wrong with the workflow you're choosing.
Maggie McGee: i'm kind of more of like i'll do one place and i'll export it just quicker and easier for me, but again, we all have our own workflows and since I see you have a lot.
Maggie McGee: more control over those records, then you wouldn't if it's empty, I would say.
Maggie McGee: You might as well just do it in oclc and just export it and do it once instead of being frustrated, but you found a good workaround you know you put it in word and you did it that way you know what I mean like.
Maggie McGee: We have to find these weird workarounds but you found a good workaround for that so.
Maggie McGee: But, but I think that's the issue that's going to be resolved with Q4 again when in Q4 I don't know, but we could try let's do let's do i'm going to sandbox that's why I don't really i'm not concerned about what i'm adding so let's try adding a.
Maggie McGee: I don't know like how many characters and you start seeing this problem that I you.
Jill Yaples: know I can't say.
Jill Yaples: It takes a while before that happens, though, but if you're like doing.
Jill Yaples: An enhanced and you're doing titles and authors, eventually, it tends to.
Maggie McGee: yeah I do I do know because I had to you know what I mean like I do remember seeing this I we probably can't replicate it now I would need something good I need to go, maybe i'll go see if I can grab it from somewhere else instead of trying to pretend on creating a 505.
Maggie McGee: I don't have a book in hand right now.
Maggie McGee: But um but yeah I think that's exactly one of those issues and other issues is that you know even tapping get where you need to it will do that we're jumping around I think it's all interrelated So hopefully that's fixed and then maybe you won't even have to sport, after that.
Maggie McGee: yeah okay so let's see, I have some great things in chat as well, let me go back and look.
Maggie McGee: Okay okay one person couldn't find don't publish feature okay so i'll show you where the don't publish features.
Maggie McGee: So if I wanted to not pop one what they mean by don't publish is that it's not going to be sent to oclc to add your whole things you don't want this published oclc you don't want it to people, so this could be for a brief fifths this could be for your course reserves or equipment, etc.
Maggie McGee: Set management tags.
Maggie McGee: Export to world cat.
Maggie McGee: And then click on don't publish you need to save on releases, but here it is you go to record actions.
Maggie McGee: Set management tags export to world cat, so this is where it is in the.
Maggie McGee: Well, will be our current md editor and a few days, so this is where how you would get to it it's a little bit different, but it does the same thing, so when you don't publish that means you don't want this.
Maggie McGee: babe record you don't want your holdings and oclc to be published and you usually do this when you're creating a new one, because.
Maggie McGee: Typically, so everything when you're ordering new things come in as publish you can change them to don't publish so that they don't get published.
Maggie McGee: Now, be aware, if you don't have oclc numbers in your mark records, they will not publish any holdings, because we have it configured our publishing profiles to not create new bib records in oclc and assign them.
Maggie McGee: and add holdings and all that so don't worry, if you have records and you have no oclc numbers and you happen in changing them to don't.
Maggie McGee: No worries because they're not getting added to oclc anyway.
let's see.
Maggie McGee: So Susan says biggest complaint is how touchy the action tabs are.
Maggie McGee: Either that, or my mouse hand coordination is poor.
Maggie McGee: Oh say when you try to hover received from Lisa records usually end up editing opening the editing tab.
Maggie McGee: Okay yeah um and thanks for showing the release icon over in the Left column yeah if you.
Maggie McGee: You kind of have to.
Maggie McGee: yeah it can they can be touchy and I move fast and Susan if you move fast, you can easily do that i'll do that myself, but you know, even when you do stuff like that.
Maggie McGee: Even if you hover over here.
Maggie McGee: You go too far out it goes away.
Maggie McGee: One thing I wanted to show you is also you right, you can you can right click.
Maggie McGee: that's pretty open right click on a record that's not it oh.
Maggie McGee: You can't right click on these records so on rules and templates you can right click so let me go to rule real quick.
Maggie McGee: Let me just pull up the Sunni Sunni will do.
Maggie McGee: And just open it directly here go to my rule actions, and I can select.
Maggie McGee: different things now remember you don't want to delete any records like if it's a Sunni rules or Sunni templates that start with Sunni you don't want to leave them.
Maggie McGee: In any ever if you see other institutions somehow accidentally created in the network you don't want to delete those either, if they are your institution only records and you have the ability.
Maggie McGee: When they have the little house that means they're local you can do whatever you want to these but i'm going to change this now to show network, because it was only showing my institutions.
Maggie McGee: By change this, to show my network ones, you would never want to delete these edit them or change them, but I can duplicate these so I can do it from all actions, and I could do duplicate.
Maggie McGee: Or, I can right click and I can do duplicate from the Left records area so that Susan your comment about that just made me remember to want to show everybody that.
Maggie McGee: Something I want to point out that's really important is you don't want to delete a big record that is linked to the network so without doing copy to catalog.
Maggie McGee: So when you do this, you i'm going to go over this really quick, this is an important one, if I wanted to delete this record, I want to make it an ID only record.
Maggie McGee: I or i'm deleting it for my institution if you're doing it from the withdraw items you don't have to worry about copy to catalog.
Maggie McGee: If you're doing it from a job you don't have to worry about copy to cataloging but if you're in here, and maybe you have.
Maggie McGee: A record without inventory it's linked to the network zone you can't use withdraw items processes or a job, then you need to delete it from the big the big record from the Meta data editor you go to record actions.
Maggie McGee: Go to copy the couch.
Maggie McGee: And now go to in house icon.
Maggie McGee: But what I wanted to show you before So you can see my I now have the institution four digits here.
Maggie McGee: And then you can delete this, then you can go to record actions and sleep, one thing I forgot to mention and we'll do with another record, then I have the ability to delete this no problem now.
Maggie McGee: i'm just going to grab this because I want to restore this record, I want to show you something it's not in the metadata editor, but it can be useful so.
Maggie McGee: If I want to say yes i'm sure I want to delete this and I click yes, it always gives you this ability to backtrack.
Maggie McGee: it's really nice like Do you really want to do this, no and if I accidentally delete this, I can still restore this without having to do much work as long as I mean, yes, it helps knowing the mms ID, but I can know the title or I can have some other identifier, I could have resources.
Maggie McGee: Vance tools.
Maggie McGee: Let me see managed deleted repository think that's the one, so I could search by things deleted by.
Maggie McGee: It could be the user can be the mms ID it could be other things so i'm going to use my mms ID and i'm going to select that like search, so I accidentally delete something.
Maggie McGee: And it will restore not just the babe record but also associated inventory by clicking historical.
Maggie McGee: So if I go back here, I can click confirm and it's going to add that holding that physical item, and it will be back so if you accidentally delete something that shouldn't have been deleted.
Maggie McGee: nice way to get it back and it's not part of the empty editor, but I think this is a useful tidbit and i've used it before.
Maggie McGee: Because we had some weird word processing thing going on the network that I had to restore a bunch of different records, because it was deleting the.
Maggie McGee: The preferred wreck I was some mess, but it's long ago and it's been fixed, but it was something I haven't used.
Maggie McGee: Now let's go back and let's look for this one, and because it is an mms ID and I have the institution it's not for you to one at the bottom, I can search by mms ID.
Maggie McGee: let's go do a quick search this records now back in my repository.
Maggie McGee: And now, if I want to share this with network, because we have ice records that we want to share with network, and that means linking them to the network zones so it's 990 only record now remember, we want to put anything that's in our ID that's physical and link it to the network zone.
Maggie McGee: If we want to share it with the rest of soon so that means.
Maggie McGee: Maybe it's not your special you know, maybe you wouldn't do that for special collections you don't do it for equipment.
Maggie McGee: You won't do for course reserves that are not in your repository you know what I mean if you have a repository.
Maggie McGee: Your books in your repository that are being added to the course reserves that's fine, but if these are Professor copies or you know individual copies that are just meant for your institution courses are and nobody else you wouldn't.
Maggie McGee: Ever link them to the network so but for most things you would want to share them, because then other students can request them, and you can request from other students things you don't have.
Maggie McGee: So if I wanted to link this to the network, so I would go to record actions and I click on share with network, if this record does not exist in the network, so it automatically gets linked and it's done.
Maggie McGee: But if there's a match you're going to get this little box that says match record exists in catalog do you want to view them before saving.
Maggie McGee: always say yes, and I have to tell you i'm so excited they added cancel because this was by my request i'm like it's not theory, because what happens if you say no, it creates a duplicate record.
Maggie McGee: In the network zone.
Maggie McGee: Even though that because there is a match, and you say no, this duplicated record gets created, so I always tell everybody you get to this box, you always always always say yes, well, you can always cancel now i'm so excited they added this so.
Maggie McGee: You have no idea so, but if you are going to link this and you definitely want to share so with the network zone, and there is.
Maggie McGee: A matching record you always say yes, because if you say no it's still going to create that babe record and link it to the network so but you're gonna we're gonna have to in the network zone and we don't want that.
Maggie McGee: So, then, the record will show up here, you should not get multiple matches every once in a while you might because there's duplicate in the network that needs to be cleaned up, I can only do once a month when the report updates but.
Maggie McGee: We have very few of those thankfully, so the best thing to do is click view.
Maggie McGee: And then.
Maggie McGee: Here you have the opportunity, you know you look at this because you'd want to look at CO2 well correct to 35 crack the 245 crack you know, is the 260 cracked as a 300 because it all tells you the manifestation you know the item in hand is the right one.
Maggie McGee: And then you come here to your drop down menu click link and click execute it's going to link it.
Maggie McGee: And there's no duplicate record created, but you are now linked to the network don't again and I would just save and release that record so sorry went down a little rabbit hole but it made me think of a few little things that I don't mind going over so let's go back now Liz says.
Maggie McGee: Okay, so this it took them a while it's going to hang up adding holdings and item records.
Maggie McGee: think things got it now so let's take a quick look at that, because we do have time and I figure you're somebody else was struggling chances are there's others so let's open a holding record just I want to just let's first open like, if I had a standing order record.
Maggie McGee: Typical workflow for standing order, but you may have to add a whole thing anyway, because you have the item, but you have.
Maggie McGee: You know, you have the title you already have a holding record because you're adding a holding to another location, you need to create a new one, so let's just use this one.
Maggie McGee: So if you had no holding record mollusks just do a quick search, let me do a quick search let's do dragon boy so just.
Maggie McGee: If anybody doesn't know dragon boy is a child's book is created by one of my favorite he he's one of my favorite artists fabulous napoleoni he makes these really cool characters and his book is just a beautiful piece of art.
Maggie McGee: But I use this as examples, because nobody is Tony has a and I don't know you know, maybe somebody has like a you know, a child education program might add it but it's just something that I know is not being used.
Maggie McGee: So if I went in here if I already have holdings here right, I can click add new holding directly from an existing holding.
Maggie McGee: And that will open up in the metadata editor So if I click here it's going to add folder.
Maggie McGee: But if I have a big record that doesn't have a whole thing.
Maggie McGee: at all.
Maggie McGee: I would need to go, so I can just close this and not attics I didn't save it it doesn't get created, and I could just.
Maggie McGee: But I have to release it so if I just released this record it's not going to get created because I haven't saved it i'm say yes.
Maggie McGee: So if I had a record that didn't say this didn't have a holding record at all it's just a big record without inventory, so if you have your standing order container records they that you do ordering on they are usually suppressed, and they have no inventory.
Maggie McGee: So you would come in, you would open up the record in the metadata editor.
Maggie McGee: And you go to add inventory.
Maggie McGee: And mark 21 holdings and, whatever your default is, you may have other holdings, because remember you can add this menu is being populated by your.
Maggie McGee: placement options, so if I had other holding.
Maggie McGee: templates enabled they would show up here and I would select that and then it would open up onto the into split split mode.
Maggie McGee: And then I could come in here, and to do this when you don't have a cereals, you really just need to populate your 852 if you have cereals, you need to populate a few other fields, but for now we're just going to look at just the physical title, you can do control F.
Maggie McGee: By clicking 852 and do control F, it opens the format, or I can hit save and it will go away, but if I don't know that I can go to.
Maggie McGee: edit always have to remember editing actions open form editor so I usually use menus but for things like that I just use control F POPs open.
Maggie McGee: You need to add your subfield be which is your library and then you select your shelving location so i'm going to put let's do juvenile young adult collection, so the different I think the other ones in juvenile and then you can just click save and that would create.
Maggie McGee: Your holding occur.
Maggie McGee: that's half the piece The next piece is adding your item record, so you go to add inventory, so if I click here.
Maggie McGee: By accident and went to add inventory my add item is grayed out so you want to make sure when you ready to add your item that the holding.
Maggie McGee: record is the active one sorry keep popping that good ad inventory and add item you come to add item.
Maggie McGee: it's going to open in the physical item editor which, if you're used to working the physical item editor is this it's the same thing let's do Maggie test our code one and I put in the material type.
Maggie McGee: You don't do item policy unless your campus has exceptions, because these are inherited you have all the other rules that are done in fulfillment configuration.
Maggie McGee: You know if you have a PL you need to attach to it, this is where you would do it, you would select the POs because you would do that for standing orders, but you can't do the POs until you save this, so I would do all the other pieces first.
Maggie McGee: And then I would do save an edit.
Maggie McGee: Because, then it keeps it open if I save it will close it then you can come in, and you can add your POs search for it, I don't have a POs for this I don't have an extra one and it wouldn't probably, allow me to do it because it was a one time physical.
Maggie McGee: So it's going to just take a second and like again every once in a while, you can see, like.
Maggie McGee: There we go just take a second to load, but if there was another one, I would just add it here, then I would do save and once I do save.
Maggie McGee: Now I have that record again if you need to do any like it's a temporary location, you can do all that so it's lovely is it's all done.
Maggie McGee: here's my, this is the one I just created item is available because I made it available as today, this one's not available, because I didn't receive it through the process so.
Maggie McGee: i'm standing orders are a little different than don't get received through the receiving workbench but if you're a campus not using the receiving workbench at all, you would be using that.
Maggie McGee: Standing order kind of workflow So hopefully does anybody have any questions on holding records or item records i'm going to jump into something What if you're thinking about it i'm going to just close this out i'm just going to open up a holding record.
Maggie McGee: I might just talk about holding records, a little bit in the fact that holding records are inherently local so that means.
Maggie McGee: They are only specific to your institution, whatever you're doing this holding records only impact your institution every field is local you don't need to add multiple extensions so, even if I went here and I went.
Maggie McGee: editing actions I can't add a local extension it doesn't, allow me to do that because it's inherently local I can add as many fields as I want.
Maggie McGee: So just be aware of that that any changes, you make in this, you must.
Maggie McGee: Save and then release the record once you're done so that it keeps all the changes, but it doesn't like that, because I have this blank fields, let me remove it, and let me save a release and now, it will be all happy, but just be aware that mark records.
Maggie McGee: Are not inherently local, the only local if there is the only records, but.
Maggie McGee: it's still a great idea to add local extensions when you're putting in things specific to your library, because you never know you may need to link them to the network zone and you don't want to lose that local information.
Maggie McGee: Okay let's go i'm going to check the thing.
Maggie McGee: Okay um so got asked again show where to find the placement options so placement options, I can only do wonder records and templates.
Maggie McGee: I, and I will go you can't have you know well, you can have a record open that's not true, so not really sure if a template can be open, but let's say probably can.
Maggie McGee: We go to New and then it gives us placement options, so you go to New menu placement options and so placement options, this is very important because this dictates where new records of templates are created.
Maggie McGee: Now, when we make briefings for ordering unless they are brief bids for like.
Maggie McGee: equipment or for you know, a professor's copy for courses, or we would want to make sure it is set to the network, because we can create rapists for ordering for the network and that happens when there is no record in oclc.
Maggie McGee: yeah and once there's a record in oclc whether you go back and you add the oclc number or another institution does that and the network zone, so it can be updated to a full record.
Maggie McGee: You know no problem that's how that's part of that workflow but typically you would want.
Maggie McGee: brief bids for ordering that will be linked to the network to be created a network templates will be local.
Maggie McGee: Unless i'm creating them in the network instance Obama, so if you're creating a template are you creating like a course reserve only Griffith or for equipment briefing you'd want to make sure it's set to local.
Maggie McGee: And the placement of new rules, you want set to local because if you're indication rules aren't set to local you can't find them for filtering.
Maggie McGee: If they're not local you can't create a norm process which is required to be able to run a job on the set of records using the normalization rule, so if you make any changes here click save.
Maggie McGee: And then, when you get ready to do it, so if I went to go create my brief now it's going to be created locally so let's go.
Maggie McGee: I go to New.
Maggie McGee: And nz briefing record the first one is for like a typical book, it can be used for equipment, you could change it for equipment, you could create your ovary fibs, but these ones are super suny link, you can use them, or you can have ice only ones that you've created.
Maggie McGee: For equipment i'm just going to use this, because this is what I have available for right now I don't have an equipment one.
Maggie McGee: Their specific fields that are required when you're creating brief bibs now if you're doing it for equipment.
Maggie McGee: or course reserve, you may not have anything like if it's courses or have you probably you would have the title author, there is one, the espn.
Maggie McGee: publisher information as much information, you can put in the best the best brief bit record, you can create if I was doing this for equipment so let's just see i'd get rid of some of these sub fields and say i'm.
Maggie McGee: A MAC laptop and Oh, you know I don't have any you would put maybe the model number.
Maggie McGee: etc, and you know, maybe down here, you would put um.
Maggie McGee: apple creation or something.
Maggie McGee: Something like this and you can say oh it's 2020 or something it was 2020 you know.
Maggie McGee: Think and I don't have an A so I have a really, really brief big record but it's being created in the ice so that's okay I just need this.
Maggie McGee: So I can add items to it, you know so i'd have to create a holding record and add items, so I can just save this is going to create a it's now going to be in my.
Maggie McGee: repository it's not linked to the network zone, and now I can go and go ad inventory create my holding record and then add my items like we did previously.
Maggie McGee: And if I wanted to just release this record i've already saved at once, I can just release the record, but I want to grab this so you can just see.
Maggie McGee: Say yep I want to release this because i've already saved it I don't need to keep making changes so let's go here to is Dan and just pull it up and.
Maggie McGee: Oh it's guy being all titles, why is it no inventory, so if you ever run across you create something you can't find it with physical and then just jump to that because that's Alma.
Maggie McGee: Cohen, and there it is.
Maggie McGee: Yes, the md can be weird journey, I do admit I like it better than the previous one, for many, many reasons.
Maggie McGee: getting through the glitches Susan and everybody else would be so lovely but they had some like I just found out they had my little cancel suggestion.
Maggie McGee: I mean you don't happen that makes me because, maybe you don't really want maybe you like Oh, I do want to copy it or maybe No, this is the one you can cancel out of it, without having to go through extra steps that's a nice thing.
Maggie McGee: Okay, so Liz, you said you had a hard time finding a template for anything but a book, you might want to create your own if that comes up so let's go look back click here, showing D.
Maggie McGee: And then we go to New go to template display configuration there's a lot of different template display so they are going to be anything that's enabled is going to be up at the top and then they're going to be.
Maggie McGee: bashed by template format so here's all these different holding records that can be created, these are out of the box mostly from suny.
Maggie McGee: So if you're doing holdings and now if I was doing mark mark ones so let's see let's go back to mark, so they have computer files which we really wouldn't be doing it for, but if you don't see anything here.
Maggie McGee: You could always use one of the templates and create your own, or if you're creating like here's an equipment brief one right now I can enable that so.
Maggie McGee: Depending on what it is, if you can't find it here then create your own and let's go here, so if I want to create a new record for equipment briefing.
Maggie McGee: it's going to pop up and it's going to have specific fields.
Maggie McGee: So whatever is enabled or not enabled will be there now, you can see, this is very similar to what you saw for the one that we've created and Sunni what might be different, is in the leader and the oh wait.
Maggie McGee: What I.
Maggie McGee: want to suggest is I love that this is says 2021.
Maggie McGee: When you do create three fifths just check that the date up here is really the date of the Year of the book, because a lot of times, some of the faults, are proof like years ago 2015 or something so I can give control F, to look at this and and i'm talking about the date field, right here.
Maggie McGee: I tried to update the brief bits for Sunni, and you know if i'm behind I apologize, but I try to keep them up to date, so that, but you might need to change it for something you're publishing.
Maggie McGee: Was did that answer your question, or do you need to see how you can just create one.
Maggie McGee: You have lots of questions so let's see i'm going to see okay so Liz you can come back to me if you need more follow up.
Maggie McGee: So, Michael says, probably a bit off topic, do you make changes, but do changes made in a always get updating oclc I don't have access to our data sync settings but i'm curious if it's possible i'm anything that.
Maggie McGee: Any changes in the oclc world cat record.
Maggie McGee: Will not every field, there is a have a list i'm i'll have to pull it up like I find out if I.
Maggie McGee: there's a list of fields that get triggered for changes that will publish back to us so.
Maggie McGee: If anybody makes any changes, whether it's in the oh eight in in oclc so it's changes and oclc not in the network, so not NAMA, so if it's changes made in the mark record.
Maggie McGee: For primary fields, they then coming to our updated file in our world share collection and they get brought into the network zone and updated So yes, that should be updated, as long as it's updated in.
Maggie McGee: oclc now, I made a change here for a local record I would be responsible for any maintenance and update for field like that or any field be honest with you.
Maggie McGee: But if they're linked to the network zone that's the beauty of it if you have things that should be linked to the network zone they're being constantly updated by the system.
Maggie McGee: So let's do see so question Karen says, I don't understand why APP order brief bit would be in the nc.
Maggie McGee: Oh, Michael i'll get back to that sorry, so let me just finish my so Michael stuff Michael says oh eight and holding markets, I mean, oh no the holding record is inherently like if you have your publishing profiles for your holdings to publish holding records only.
Maggie McGee: synced up, not a lot of campuses do not last, you need institutions do that if you make changes there, it will update your holding information that you have done in oclc so.
Maggie McGee: If you're a campus as does a lot of changes to your holding records and you want that to sync up and reflected in world cat.
Maggie McGee: Then, if you're not if your campus isn't doing holdings, you know the the local holding record publishing profiles, you might want to reach out to me, and if you don't know you can reach out to me and i'll let you know afterwards, but.
Maggie McGee: You can sync them up.
Maggie McGee: yeah if you have things for will not lend you can have that show you can do that, I mean it all depends so just Michael you can reach out to me said, if you have any questions that i'm going to put this info at like me.
Maggie McGee: That live answers.
Maggie McGee: COM so here is the Info it's like need dot live answers COM.
Maggie McGee: And this, you can send me anything so Michael have to say hey can you double check the Chi yoga is set up for this and if you're not we can work on doing that if something you're interested in doing, because it is nice to only have to make changes in one place.
Maggie McGee: i'm just gonna take a quick drink i'm going to follow a Min to do Karen i'm into your question.
Maggie McGee: So Karen said I don't understand why an APP or two brief bit would be in the nz if another Sunni exports, the title and Nancy what would be the process for our brief bit connect to new bid for the oclc if the brief is in the network them.
Right.
Maggie McGee: Try to see if I can get this so I just have to let you know, I do have visual processing orders and sometimes when I read questions they process weirdly and that has nothing to do with how they're asked it's just my my brain sometimes so um.
Maggie McGee: Tell me if i'm right or wrong, so you're you're curious why, if you want what's the point of creating the acquisition order record in the network zone.
Maggie McGee: Because if another Sunni exports, the title into network zone.
Maggie McGee: How would you get the brief bid that you created there to sync up with the one that was export it in from the Sunni is that what you're saying you can always unmute yourself Karen or you can just type whatever is best for you.
Maggie McGee: Okay, so the idea is that people are doing a search in the network zone for brief fibs so.
Maggie McGee: Let me create a brief in but let's just take a look at that so here I am i'm going to create a briefing but now I have to go into my record actions, again I have to make sure my placement of new records and templates is to network click save.
Maggie McGee: And i'm just going to go to New and i'm going to create a brief bid for a book and i'm just going to make something up actually maybe I shouldn't make something up, let me see i'm going to see i'm going to pop in and popping into.
Maggie McGee: i'm going to pop into oclc and see if I can find something, this is what makes it hard when I don't have.
Maggie McGee: Something clear so let's see let's see what pops up for 2020, we have to have some publishers are doing.
Maggie McGee: Nothing coming up for 22 years that doesn't seem right to me let's just try it again, maybe there's too many know, please enter search, let me do that's probably why you can't just do in here search, I wish you could sorry i'm talking to myself i'm going to pull up something that is.
Maggie McGee: Just brand new so i'm going to grab the oclc number two, so I have it.
Maggie McGee: Somewhere so I can grab it.
Maggie McGee: easily.
Maggie McGee: find us all behind the things Okay, so this is called i'm going to grab this information.
Maggie McGee: And we're going to ignore that this is an online because we don't bring online records in so maybe I should have picked a better one, let me go.
Maggie McGee: we're going to i'm going to try not to pick an online one that's unfortunate my job to be online let's see this one is not the only one, please don't be.
Maggie McGee: perfect, this is the text one so as we know, we don't bring you resources it records into the network zone it's not part of our workflow.
Maggie McGee: you either have them into your ID and connect them to the CC or you have your local collection or use the CC record so that's that's the workflow for back so if I come in here, let me just grab the.
SP.
Maggie McGee: Thank you for bearing with me as I.
Maggie McGee: Do this Okay, so if I come in here i'm going to create now i'm going to come back in because you're all looking at Alma if I come in here i'm going to put in the title and i'm just copying pasting because I don't have.
Maggie McGee: For efficiency sake.
Maggie McGee: So, putting myself he'll be for that i'm going to grab my.
Maggie McGee: highest span.
Maggie McGee: Because it's really good to have key identifier, so I suggest, having key identifiers as much as possible and that would be oh.
Maggie McGee: Your publication year publisher as much as you can without having an oclc number say I don't know who the author is it's human kinetics I don't know where it's being.
Maggie McGee: I don't know where it's polished exactly, but I just know enough.
Maggie McGee: That this is the record and see what's Nice and sometimes it will do that but I didn't really want that, and subfield see don't know why did that I wasn't anything OK, so now i'm going to save this i'm going to save and release this record niches save it first I want to grab.
Maggie McGee: me I could have wrapped it up there, I just want to grab the.
Maggie McGee: The oh one, which is the mms IP.
Maggie McGee: For the holding record and for a while, for the record now i'm going to release this record.
Maggie McGee: This record, you can see, is linked to network so.
Maggie McGee: And since I grabbed the mls ID, which is a networks on record.
Maggie McGee: I have to change this to.
Maggie McGee: All right, let's go back we're going to go in here i'm going to go all titles do keywords because I can do all titles because there's no inventory yet.
Maggie McGee: So I create this in the network zone, so I can order it so it's not going to be my idea because I didn't order it it's not linked, so if I come in here.
Maggie McGee: I can click order, just like you normally would and i'm just going to do this really quickly, so you can see that it's all linked on my do my recommended this is stuff that you may not do print one time.
Maggie McGee: i'm a deal to library click create PO i'm just doing very generic i'm gonna make this a gift, so I don't have to worry about funds anything like that.
Maggie McGee: And i'm going to do gift acquisition method that we don't have to link it to a fond and i'm just going to pretend somebody gave this as a gift to us.
Maggie McGee: come here gift.
Maggie McGee: just going to list prices zero because it's a mandatory point 00 I like to click in the white space it refreshes things and then my act method of gift this way I don't need to have a fun I don't need to have.
Maggie McGee: You know you can't be fun, it has to have more than zero list price etc i'm just going to order now it's all ordered, so I have my record click confirm, I have my record.
Maggie McGee: created in my eyes, he now.
Maggie McGee: So let's go Why would it be interview what happened with this so again i'm doing this i'm like let me go into sorry I don't know why, when they're having something weird and I don't know, I have to figure it out in their sandbox I don't think this is in their live instance.
Maggie McGee: But i've been finding when I do testing they go into review, I just won't go in and click like order now, because it really shouldn't be any issue.
Maggie McGee: pop in case I can find it.
Maggie McGee: big word is big.
Maggie McGee: And maybe it didn't really go interview huh yeah I don't know I every once in a while it does something weird so we'll just ignore that.
Maggie McGee: So I don't order lines, so do all titles now I could have to do, I could do physical titles with keyword they have to do keyword because, if I do the mls ID i'm going to show you.
Maggie McGee: it's not going to bring anything up because that's not the mms ID that used in your ID it's in the bib record but it's not the mms ID this is your mls ID.
Maggie McGee: So here's my brief babe record it's linked to the network zone, so if another institution what they should be doing is they should come in and go first look.
Maggie McGee: In the network and I suggest look by is bn or title don't just necessarily rely on on the oclc number, especially if it's brand new you do not title search, you can do is be, and so I suggest you know, maybe looking a couple of ways, before you determine it's not there.
Maggie McGee: And look because somebody is can be created by new order api's and other things and they're created in the network.
Maggie McGee: And I have to click on my network tab so just be aware there's all these other pieces in play so.
Maggie McGee: You know, look by eyes and look by some other things because if you look at oclc it doesn't come up just do another search maybe by ISP and to see if.
Maggie McGee: It is accurate that it's not here if there is no record in the network, so, then you would just automatically import that record from oclc in and place your order, etc.
Maggie McGee: But what somebody should do is once they come in and they go oh here's a record that meets it, let me take a look at this and they could just click on the title look.
Maggie McGee: thing and be like maybe Do I need to order from this.
Maggie McGee: Oh yes, the same ISP on same title same publisher and year so i'm going to add the oclc number, it does not the oclc number does not need to just be added by the institution that created the brief bit, it can be added by other institutions, so this is the.
Maggie McGee: ideal workflow doesn't always happen, no so.
Maggie McGee: i'm just going to go in and grab my oclc number for this and i'm going to change the export so.
Maggie McGee: i'm going to grab the oclc number.
Maggie McGee: So if I come back i'm going to come into here i'm going to add a field.
Maggie McGee: going to add field, because this is not a local field, this is a real mark field, and you this is when you need to add the 35 you need out of your field.
Maggie McGee: But what's going to happen is we're going to add this and we're going to export the record in again to the network zone, it will refresh this good oh 35.
Maggie McGee: And then you need to put parentheses.
Maggie McGee: Capital O capital C Mon O capital l capital C in parentheses, followed by the number and then I can save them releasing this record, you need to save them release the record so it's not locked and that it can be exported out from oclc.
Maggie McGee: So let me go and change my mind, I know I have to change my.
Maggie McGee: Export because i've been doing clean up for weird diet critics thanks to oclc World Cup collections changing a sub library issue so.
Maggie McGee: How it goes okay i'm apply click close and i'm exporting this in so what this is going to do it's going to find the record it's not locked.
Maggie McGee: Very important you can update a record if it's locked it oclc will Dirk and tell you it can't do it so let's do a quick search for this record again.
Maggie McGee: And here, it is.
Maggie McGee: And now you can see it's been updated and if I click on institution.
Maggie McGee: Okay, so this is something I want you to be aware of is happening, we are having some weird indexing issues, and this is one of them, it keeps being reported that records being updated and network sometimes aren't reflecting the changes down we're having a lot of different indexing issues.
Maggie McGee: Actually, this is looking too seriously because it's having greater impact than I wish, so if you happen to come in here, you see this.
Maggie McGee: come into the institution and this time it's updated it just took a few minutes, but sometimes it doesn't update if that's the case you can always just edit the record.
Maggie McGee: And it will pop up and save and release it you shouldn't have to do that, but you saw there was a slight delay this time.
Maggie McGee: But sometimes i'm just releases since it's there, but you would save them release it sometime indexing doesn't happen the way it's supposed to.
Maggie McGee: And you're gonna it's gonna it's gonna.
Maggie McGee: frustrate you I mean it frustrates me so if you do come across a lot of your indexing issues like that just send me something an influence, like need that live answers COM, so I can keep track of them, because I am tracking this stuff for X leavers to get them resolved.
Maggie McGee: so glad so that's the ideal workflow so what would happen is somebody else ordering as long as they're doing the searching properly in the network will do this now, does that mean it.
Maggie McGee: can't happen that they didn't find it they didn't update that brief fib and they bought another one no problem, why.
Maggie McGee: Because when you add your oclc number it's going to say oh there's a match in the network, do you want to link to that record oh wait, we say you want to view the matches and and link them.
Maggie McGee: That way we'll get rid of that duplicate record i'm actually those are emergent you'll merge those records, but anyway, you always want to do that that's always the optimal thing to do.
Maggie McGee: So I mean I showed you the ideal workflow but if that's not the case, other happens.
Maggie McGee: yeah so Michael just said, if an institution exports, the lc lc record without noticing the brief record will they have to merge manually they will or I will, so what happens is let's be on I mean I get I get it, I get a report every month, because I have to wait to the analytics title.
Maggie McGee: subject areas refresh, which is only once a month, so I get this report once a month and I merge any records, I find that are duplicates in the network zone.
Maggie McGee: So you may come across it and we can do this so i'm going to go here and i'm just going to take out.
Maggie McGee: i'm going to unlinked this and i'm going to read link and i'm going to just do some magic so watch i'm just because, like i'm in a sandbox it doesn't i'm not breaking anything I can read link it and i'm going to do that, but I want to just show you really quick.
Maggie McGee: How to do this, so let me just go to record actions i'm unlinked by copy to catalog.
Maggie McGee: And i'm just going to get rid of the oclc numbers it because I want to add it once I i'm going to share it with network after but i'm going to copy this so I have it and you would never do this, normally, so please caveat, this is just me.
Maggie McGee: showing you something and I think it deleted another field but i'm not going to worry about that, right now, because this is all.
Maggie McGee: So now i'm gonna.
Maggie McGee: Go to record actions i'm going to share this with Nick, let me just save it just in case because I don't want it to I made changes and in case it didn't do that what I wanted.
Maggie McGee: um let me see what does this say.
one.
Maggie McGee: And Tory feel is missing in my leader.
Maggie McGee: I don't know what's missing let's see if we can still share this super against so share with network and see what happened.
Maggie McGee: Okay let's do another search for this real quick.
Maggie McGee: and see it's linked to the network sound still has it was tlc that's weird okay it didn't Allow me do that so i'm gonna see if I can get rid of that and start over if.
Maggie McGee: You have a few minutes, so I must see if I can just show you this example so let's come here.
Maggie McGee: Good editing actions or move field, and you would never do this, you would never Remove your oclc and if definitely was network so linked, you would not replace them and do any of that stuff so let's do see.
Maggie McGee: I think something happened when I did that it jumped and I ended up deleting something else by accident, because this is not working perfect so now, I can go to record actions i'm going to copy the catalog.
Maggie McGee: And so, this way it now links it to the network zone but it doesn't have the oclc number to match, so if I come in and do a quick search.
Maggie McGee: there's two records one as oclc one doesn't so if somebody already did this and you want it and you're updating your brief babe record, because of course it would look brief it wouldn't have all those lovely fields recreated I would go to edit record.
Maggie McGee: And if it has no oclc record oclc number in the oh 35 subfield a in the network so that's when you can add it so it's come here do add field, because it's a regular field it's not a local field.
Maggie McGee: And there is no multiple 35 comparison anyway there's like nothing to map that to.
Maggie McGee: add that in just make sure there's no extra spaces and now if I do unified you save and really record, it should match it should say oh wait there's a match what do you want to do so i'm gonna say oh.
Maggie McGee: yeah okay definitely want to match on this because that's problematic network, so we shouldn't have matches so always view it very important to view it.
Maggie McGee: And you make sure yeah because you're brave people only have like a handful of fields, it will have this many Oh yes, the matches with 35 matches, and I know that's the record, I really wanted, I was in oclc the 245 matches and the publication information matches etc right all that's good.
Maggie McGee: And what you would then need to do is merge these records.
Maggie McGee: I just want to see what they do yep so I was just curious but they had there, so you want to make sure you click back on the on the record that you made your brief bit because you can see, this is view only.
Maggie McGee: So I want to come here that's weird why Thank you.
Maggie McGee: i'm going to click on edit oh so just viewing it i'm clicking at it that's why so i'm going to click execute because I wanted to be live, because if I don't have this live I can't merge and replace.
Maggie McGee: So see even sometimes I have to look and go oh that's good what did I do so, I just viewed it, you can click edit you can select edit so you skip that step of having to edit it.
Maggie McGee: Additionally, but I click back on the original record the brief record i'm working on, so I can merge this and you go to editing record.
Maggie McGee: No, sorry go to record actions go to merge and combine now what's really important to everybody has this so you always want to select for nz linked records Sunni overlay all.
Maggie McGee: But local field.
Maggie McGee: Then you come down.
Maggie McGee: You want to say secondary record delete and what the Sunni overlay all but local fields, will do it will overlay every field in this record with the other record, but it will keep any local field, you have.
Maggie McGee: And you always want to make sure the secondary record which would be your brief bid gets deleted.
Maggie McGee: Watch i'm sorry that's not true, so, whatever the secondary record is this one in the right hand it doesn't matter so what's going to do is it's going to delete the secondary record which is this record.
Maggie McGee: Because this is the primary record, but what will happen is it's what you want to happen, because this record all this information in the mark field is now going to be placed onto the primary record.
Maggie McGee: But it will also retain your local fields, so now i'm going to click OK, because you do not want to keep a secondary record hanging out because then you're going to keep matching on.
Maggie McGee: A duplicate record and that's frustrating.
Maggie McGee: And so now, it does its job it's merging it's deleting that of the record.
Maggie McGee: Save and releases record up see you just saw Susan it did that you're still with me it did that thing that Susan was talking about where it will jump somewhere else, because you.
Maggie McGee: A little bit too over move too fast and now if I go back and I searched for this, I should only have one record and now I only have one record so that's how you would resolve it most of the time.
Maggie McGee: If you're you know if you happen to see this matching records, if you say no, if you don't catch it, I will so.
Maggie McGee: So we are like at the our end of two hours is there any anything else for the last two minutes I am I can i'm so thankful that you decided to stay with me for two hours and go over all this, so we appreciate it.
Maggie McGee: Is there anything else that anybody else needs me to quickly clear up or anything else that I could possibly show.
Maggie McGee: i'm glad it was helpful Susanna I appreciate that feedback just remember Sunday, this will the new metadata editor will become the only Meta data editor so be prepared for that and i'm going to stick the live guide address again back in there, please.
Maggie McGee: You know check this out use it as a guy and you can always reach out to me at info at slick need live answers COM and i'm happy to help you through the process, because I know.
Maggie McGee: there'll be questions if you haven't been using this exclusively or there's new workflows you have to come across that you're not sure about so.
Maggie McGee: Thank you all for attending I mean this was a feat two hours is a long time to sit and listen to me talk, so thank you.
Maggie McGee: And i'll see you soon.