Table of Contents
OPAC page 3
Cataloging page 7
Acquisitions page 11
Serials page 16
Circulation page 20
Voyager 2000 - OPAC Exercises
Simple Search Tab
Exercise 1:Keyword Relevance Search
Keyword searching in the Voyager system retrieves any records that contain one or more of the specified search terms (in fields 010 through 999 of the MARC bibliographic record.) The results are displayed in a relevance-ranked order determined by rules defined by the user, system administration parameters for your library, and/or the Voyager software itself. When searching two or more terms, the system internally applies the Boolean operator OR between terms. Use quotation marks to group words together as a phrase and a question mark (?) to truncate search terms. The + (plus) and * (asterisk) characters indicate required and important keywords, respectively, while the ! (exclamation point) character excludes a term from the results retrieved.
Perform an OPAC Keyword search for the following terms and phrases. As you work, monitor the number of results retrieved, examine the MARC records, and try to determine why the results are ranked as displayed in OPAC.
Search Term / Resultsreformation in Germany
reformation Germany
“reformation Germany”
modern theat?
physical geography maps
“physical geography” maps
“physical geography” +maps
“physical geography” !maps
Exercise 2: Headings Searches
When a user searches for title, author, subject, journal title, or call number, Voyager interprets the search as a left-anchored, right-truncated character string. (Note: depending on your local configuration, title and journal title searches may use a keyword index in lieu of the left-anchored heading index. Keyword indexes are phrase-implied). The system searches for the heading by matching the query against the selected index, beginning with the first indexed character as determined by the non-filing indicator in an indexed MARC field. As a result, remember to drop all initial articles from your search! These searches are automatically truncated and punctuation is stripped from the search string and replaced with a space.
Perform an OPAC Heading search for each of the following. Note the type of display each search returns:
Journal of / Journal Title
L’alouette / Title
Metropolitan Museum of Art / Author
The Happy Highway / Title
Robert Paul Ramsey / Author
Man Ray / Author
Man Ray / Subject
Literature, Modern / Subject
Modern Literature / Subject
Bio-Ethics / Subject
Q / Call Number
QA76.76 / Call Number
891.7 F85v / Dewey
Exercise 3: Command Searches
Command searching allows users to enter a search query in standard Boolean syntax. TIP: Quotation marks group search terms into phrases, parentheses allow the user to perform complex nested searches, and the questions mark (?) may be used to truncate search terms.
Using search code names (see Appendix 1: Search Definition Tables in the System Administration manual for a full listing of valid codes), the experienced searcher can search for terms in specific fields of the MARC record.
Search for the following on the OPAC Command search page:
Search Term / Resultsfilm AND “united states”
film AND united states
TKEY film AND SKEY “united states”
TKEY film AND SKEY “united states” NOT criticism
NKEY (grimm OR sendak)
(gold OR silver) AND mining
((hamlet OR “king lear”) AND SKEY criticism) NOT macbeth
Builder (Complex) Search Tab
The Builder (complex) search allows the user to construct, via a graphical interface, a Boolean search query without any knowledge of Boolean logic or syntax. Using the drop-down menus on the Builder page the user can specify how the system should search multiple terms (any of these, all of these, as a phrase), the relationship between search terms (AND, OR, and NOT) and the field in which the term is located in the record.
Exercise 4: Builder Search
Translate the Command searches in Exercise 3 above into Builder searches.
Buttons and Limits
Exercise 5: Search History
The History button on the OPAC search page provides a listing (in reverse chronological order) of all searches conducted during the current OPAC session. From the history list, users can edit or re-execute any previous search. Restarting the OPAC, via either time-out or the Exit button on the Voyager icon bar, clears the search history list.
Access the OPAC History page and re-execute at least one search from each of the previous four exercises. Next, edit your Command search for ((hamlet OR “king lear”) AND SKEY criticism) NOT macbeth to find (hamlet or king lear) in a Title field.
Exercise 6: Limiting a Search
Simple Limits
Simple Limits are limits that have been set by the library to allow patrons to perform searches without having to go into the Limits screen. They will be applied to the search when performed. Simple Limits DO NOT apply to subject, author or call number searches. Simple Limits override the regular limits when a search is performed.
Limits
The limit feature allows users to restrict the results of their searches to particular languages, media and types, publication dates, and library locations. Limits may be set prior to executing your search by clicking the Limits button. In addition, limits can be set for any previously executed search by setting limits and then re-executing a search from the History page. Limits are in effect until you set new limits or click the Clear Search Limits button on either the Search page or the Limits page. Simple Limits will override these limits.
Limits may also be set on executed searches by clicking on the Post Limit button on the Search Results list. These limits will be applied ONLY to the current result list. The system will not re-execute the search on the entire database, only on the titles in the result list.
Try the following keyword searches both with and without limits. When setting limits, click the Limits button. This will take you to the Limits page. Set the appropriate limit then click the Set Limits button at the bottom of the Limits page. This will take you back to the search page. Also try setting Post Limits on the Results List.
Search Term (search as a title, subject or keyword) / Limit by / Result as Simple Limit / Result as Limit / Result as Post Limitpolitical advertising / Medium = videorecording
Mozart / Location = main
medieval history / Date = greater than year 1990
Misanthrope / Language = French / XXXXX
Misanthrope / Language = French or English / XXXXX
dance lessons / Medium = videorecording and Date = greater than 1990 / XXXXX
Exercise 7: Printing, Saving or Emailing Records
When working in Voyager, users may mark records for printing, saving or emailing. The information that appears in saved or emailed records is defined in the save.cfg file and the email.cfg file in the local directory on the server. Mark records by clicking in the checkbox in the left-hand column of the display page. You can save, email, and print records from multiple display pages at one time. To do this, select the records on the first page, click on the Retain Selected button, go to the next page and repeat the process.
When all record have been marked, click the Select all pages option in the Save Options box to print, save or email the records. To save records, click the Save icon at the bottom of the display page. The system will display all the records you have marked. From the browser menu choose File>Save as and then select the drive you wish to use. You may also choose File>Print at this point to print the records, or click on your browser’s print button. To email records, mark the records on the display page, type in your email address in the box at the bottom of the display page, then click the E-mail button.
Re-execute one of the searches from your History page. Use the checkbox on the display page to mark the first and third records and select the second and fourth records from the second page; save these records to the hard drive (c:\) of your PC.
Exercise 8: Patron Information
The Patron Information button, located on the initial Voyager Public Access page, or the Patron button on the Search page allows patrons to view their library record, including charged materials, holds and recalls, and fines and fees. To ensure the privacy of patron records, the user must enter his or her valid library barcode (or institution ID or social security number) and last name.
View the patron information for the following patron: Dave Dempsey, barcode # 2627
Exercise 9: Patron-Initiated Holds and Recalls
If enabled at your institution, Voyager allows patrons to initiate holds and recalls for items accessed through the library’s local catalog. By clicking the Request button, patrons may log in and select materials for hold or recall. For each item requested, the patron will be prompted to enter his/her barcode and last name for verification purposes.
For the patron listed in Exercise 8 above:
1. Search the catalog for a book entitled Visit from Dr. Katz. Place a HOLD request on the copy displayed. Remember to retype the barcode in the space provided. Click the Submit Request button when you are finished.
2. View the patron information to see the hold request displayed.
Voyager 2000 - Cataloging Exercises
For the following exercises, please log into the Cataloging module with the username and password given to you by your trainer.
Exercise 1: Searching for Records
Searching in Voyager’s staff modules is similar to ¾ but much more powerful than ¾ OPAC searching. Library staff typically require access to specialized indexes and search techniques, and the staff module search functionality is designed to accommodate these more advanced needs. The Keyword tab enables users to execute relevance-ranked keyword or command searches, while the Non-Keyword tab provides access to specialized indexes.
In addition, the Record menu provides options, which allow users to search by record number and barcode, if available.
Try the following searches in the Search screen of the Voyager cataloging module. Be sure to select the appropriate type of search for each query.
Keyword
· (optic? OR crystal?) AND chemistry
· optic? crystal? chemistry
Non-Keyword
· Dogs? (Staff Subject Headings Search; LCSH for Children filter)
· Middle Ages—History (Staff Subject Headings Search; no filter)
· 0394480449 (ISBN: 020a)
· Zulu? (Find; Staff Subject Headings Search; no filter)
· Zulu? (Find; OPAC Subject Headings Search; no filter)
Record ID
· 40051 (Bibliographic)
· 56205 (Authority)
· 40849 (Holdings)
· 44648 (Item)
Barcode
· 24062
· 39706
Exercise 2: Retrieving Holdings and Items
Use either the Retrieve Holdings or Retrieve Items buttons on the Voyager cataloging icon bar or Record > Retrieve Holdings, Retrieve Items, and Retrieve Authorities to access the records affiliated with a particular bibliographic record. If you have multiple records open in the cataloging module, Voyager will retrieve the appropriate records for the active bibliographic record.
For each of the following bibliographic records, retrieve the attached holdings and items, as well as the affiliated authority records.
· Secret of the Green Thumb (title)
· 39683 (bibliographic id)
· 49005118 (LCCN: 010a)
Exercise 3: Editing a Bibliographic Record
To edit a bibliographic, authority, or holdings record in the Voyager system, simply select the text you wish to change and begin working. If you need additional tags, select the line before or after the field you need to enter and press the F3 (Insert Before) or F4 (Insert After.) Highlight an indicator or tag field and press the F2 key to check valid MARC values. Pressing F9 creates the delimiter symbol.
Edit the bibliographic record for Secret of the Green Thumb as follows:
· Change the encoding level in the leader from prepublication to full level.
· Change the publication status in the 008 from s to c.
· Delete a 5xx field.
· Add a general note (MARC tag 500) which reads: Limited edition of 500 copies.
· Add an 856 (linked resources) tag as follows:
856 ‡u http://www.endinfosys.com/ ‡ z Endeavor Information Systems, Inc. Web Site.
· Verify the link by using Record > Verify 856 Links (Pull down menu from Toolbar)
· Save to the database (via the sailboat button on the icon bar); ignore any authority validation errors by pressing the Continue button.
Edit the holdings record for Secret of the Green Thumb to add a nonpublic note (subfield x) to the 852.
Edit bib record 22793 by deleting the ~ over the o in espanola, and change n to ~n.
Exercise 4: Copy Cataloging
The Voyager cataloging module allows users to import bibliographic and authority records from any USMARC cataloging utility via the Record > Import menu. Select the desired source file to list records available for import; from that list, choose records to import into the Voyager database. (If configured to do so in Options > Session Defaults, Voyager will delete records from the source file as they are imported.)
Begin by importing three records contained in the Import file assigned to you.
Before saving any of the imported records to the Voyager database, you’ll need to check the Options > Session Defaults settings. The settings selected here determine the rules for import/replace; defaults for item type and holdings location; MARC and authority validation; cataloging rules; screen display; and default templates. The options you specify here have implications for both workflow efficiency and the way in which Voyager handles data being entered through the cataloging module.
In Session Defaults:
· Change the background colors for each of your record types to aid in their identification.
· Set your default item type to book and your default holdings/item location to Main.
· Use OCLC cataloging rules.
· Use the OCLC Conditional import/replace profile.
· Bypass authority control validation.
Choose one of your imported records and save it to the database by clicking on the sailboat icon. If you encounter MARC validation errors in this process, edit the bibliographic record as necessary; bypass any authority validation errors by clicking on the Continue button. When a record is saved successfully to the database, the title bar of the record window changes from “Imported Record” to “Bibliographic.”