View source for Koha-Library-Software/C2/Create-MARC-Framework/English

'''Create MARC Framework'''


'''Title of the Script: '''Create MARC Framework

'''Author: '''Vaibhavi Satardekar and Maya Hans

'''Keywords: '''koha, koha 24.05, Catalogue, Frameworks, MARC bibliographic framework, Books, MARC tag, video tutorial.


{| border=1
|- 
| align=center| '''Visual Cue'''
| align=center| '''Narration'''
|- 
|| '''Slide Number 1'''


'''Title Slide'''
|| Welcome to this Spoken Tutorial on '''Create MARC Framework '''in '''Koha.'''
|- 
|| '''Slide Number 2'''


'''Learning Objectives'''


We will learn how to:
* '''Create MARC Framework '''
* '''Edit Tag'''


|| In this tutorial, we will learn how to:
* '''Create MARC Framework '''and 
* '''Edit a Tag'''


|- 
|| '''Slide Number 3'''


'''System Requirements'''


To record this tutorial, I am using
* '''Ubuntu Linux''' OS v22.04
* '''Koha''' v24.05
* '''Firefox '''v131.0.3
* A working internet connection.


|| To record this tutorial, I am using
* '''Ubuntu Linux''' OS version 22 point 04
* '''Koha''' version 24 point 05
* '''Firefox '''version 131 point 0 point 3



I also have a working internet connection.
|- 
|| '''Slide Number 4'''

'''Pre-requisites'''

'''https://spoken-tutorial.org/'''
|| To follow this tutorial, you should have 
* '''Koha installed '''on your system and
* '''Admin''' access in '''Koha. '''



If not, refer to the Koha Installation tutorial on this site.

Also, you should have knowledge of '''Library Science.'''
|- 
|| '''Slide Number 5'''

'''MARC Framework'''


* '''Frameworks''' can be edited or deleted and
* Superlibrarian can create their own '''frameworks,''' for content specific to their libraries.


|| 

Before we begin, note that,
* '''Frameworks''' can be edited or deleted
* Superlibrarian can create their own '''frameworks,''' for content specific to their libraries.

|- 
|| Show Koha login interface
|| Let us switch to the Koha Interface. 
|- 
|| '''Username '''as '''Bella '''and '''Password '''as '''Library@1'''.


Click on '''Log in'''
|| To create MARC framework, we have to''' login''' as '''superlibrarian.'''

'''So''', I will type the username as '''Bella '''and the password''' '''as '''Library@1'''.

From the '''library '''field drop down, select '''Spoken Tutorial Library'''.

Now click on '''Log in''' button.

If you had given a different '''username''' and '''password''', then type that.
|- 
|| Show Koha staff Interface
|| The '''Koha '''staff interface opens.
|- 
|| Show Koha interface >> '''Koha Administration'''
|| Click on the '''Koha Administration '''module.
|- 
|| Highlight '''Koha Administration'''

Go to the section '''Catalog '''

Click on- '''MARC bibliographic framework'''
|| The '''Koha Administration '''page opens.

Scroll down and go to the '''Catalog '''section.

'''C'''lick on '''MARC bibliographic framework'''.
|- 
|| Cursor on''' MARC bibliographic frameworks'''
|| A new page '''MARC bibliographic frameworks '''opens with some predefined frameworks.
|- 
|| Click on''' +New framework'''
|| Click on '''New framework.'''
|- 
|| Cursor on

'''Framework code:'''

'''Description:'''
|| '''New framework '''page opens, prompting us to fill in some details. 



|- 
|| Point to the red asterisk fields
|| On this page, all the '''fields '''in red are mandatory.
|- 
|| Cursor on '''Framework code >> '''type '''JOU'''
|| In the field for''' Framework code, '''we will type '''JOU.'''
|- 
|| Cursor on '''Description: >> '''type '''Journals'''
|| For '''Description, '''we will type '''Journals.'''
|- 
|| Click''' Submit'''
|| Next, click on''' '''the '''Submit '''button at the bottom.
|- 
|| '''MARC bibliographic frameworks''' page

Success message
|| We are back to '''MARC bibliographic frameworks''' page.

The text highlighted in blue says '''Framework added successfully.'''
|- 
|| New page >> go to the '''Code JOU '''i.e.''' Journals'''
|| On this page, scroll down to the '''Code JOU '''that is '''Journals.'''
|- 
|| Cursor on '''Actions '''tab

Click on''' MARC structure'''
|| From the '''Actions '''tab on its right''' '''click on '''MARC structure.'''
|- 
|| Cursor on ‘'''MARC bibliographic Framework Journals(JOU) '''

From dropdown select '''Serial'''
|| A new page '''MARC bibliographic Framework Journals JOU '''opens.


For '''Create framework for JOU Journals using''' field, from dropdown select '''Serial.'''


Next, click on the '''OK''' button.
|- 
|| Cursor on '''MARC Framework ‘Journals’ (JOU)''' 

'''Show 1 to 20 of 355'''
|| This will bring us back to '''MARC Framework Journals JOU''' page.


This page shows '''tags '''from '''1 to 20 of 355 tags.'''


However, you may see more number of tags on your screen.
|- 
|| '''Slide Number 6'''

'''Tags in MARC Framework'''


* There are total '''355 '''default '''tags'''
* I will select only a few '''tags''' for '''Journals'''
* You may choose tags as per your requirement


|| Note that-

* There are a total of '''355 '''default '''tags'''

* I will select only a few '''tags''' for '''Journals.'''

* You may choose tags as per your requirement.

|-
||Narration only
|| With this, we have successfully added a new framework.
|-
||Click on '''Action>Edit tag'''
|| Now I will demonstrate how to '''Edit a tag.'''
|-
|| Cursor on '''000 Leader'''


'''Actions>Edit tag'''
|| Let’s edit '''tag number 000, LEADER'''.

For that go to the last column and click on the '''Actions '''button.
|-
||

Narration only
|| In the drop down we can see:* '''Edit''' '''tag'''
* '''View subfields'''
* '''Edit subfields '''and''' '''
* '''Delete '''options


|-
||Click on '''Edit''' '''tag'''
|| Let us click on '''Edit''' '''tag.'''
|-
||'''MARC bibliographic framework Journ''' '''als (JOU) '''page
|| '''MARC bibliographic framework Journals JOU '''page opens.
|-
||Cursor on* '''Description in staff interface:'''
* '''Description in OPAC:'''


|| Here, we will '''Modify tag 000.'''


On this page, the following fields are filled by default,
* '''Description in staff interface '''and''' '''
* '''Description in OPAC'''



Note that:

The '''Description in '''the '''staff interface''' will show up in the '''staff client. '''

And the '''Description in OPAC''' will show up on the '''MARC''' view in the '''OPAC.'''
|-
||Cursor on '''Repeatable'''
|| We will check the checkbox for the '''Repeatable '''field'''.'''

It allows us to add multiples of that tag.
|-
||Cursor on '''Mandatory'''
|| '''Koha''' will by default check the checkbox for '''Mandatory '''field'''.'''
|-
||'''Slide Number 7'''

'''Important Note'''
* If you click '''Repeatable''' then, the field will have a plus sign next to it in '''Cataloging.'''
* This is basically required for more than 3 authors or editors.
* It allows you to add many more details of the same '''tag'''


|| 

'''Note:'''
* If you click '''Repeatable''' then, the field will have a plus sign next to it in '''Cataloging.'''
* This is basically required for more than 3 authors or editors.
* It allows you to add many more details of the same '''tag'''.


|-
||'''Slide Number 8'''

'''Important Note'''


If ''''Mandatory'''' is clicked or auto-selected by Koha then-
* the record will not be allowed to save 
* unless you allocate a value to this particular '''tag'''


|| If ''''Mandatory'''' is clicked or auto-selected by '''Koha''' then-
* the record will not be allowed to save 
* unless you allocate a value to this particular '''tag.'''


|-
||Cursor on 

'''Important''':

'''First indicator default value:'''

'''Second indicator default value:'''
|| We will leave the other fields as it is.
|-
||Cursor on '''Authorized value:'''
|| If you select a value here, the indicators will be limited to the authorized value list.


We will leave it as it is.
|-
||Click '''Save changes'''
|| Scroll down and click '''Save changes''' to save the modification.
|-
||'''MARC bibliographic framework Journals JOU '''page
|| This will bring us back to '''MARC bibliographic framework Journals JOU '''page.
|-
||Cursor on''' 000, Leader'''

'''Repeatable >> Yes'''

'''Mandatory >>Yes'''
|| On this page note that, for '''tag number 000 Leader Repeatable '''and''' Mandatory''' will appear as '''Yes.'''
|-
||Narration only
|| Next, let us learn how to enable''' '''the''' Authority file'''.
|-
||Go to the top left of the page click on '''Administration.'''
|| For that go to''' '''the top left of the page and click on '''Administration.'''

|-
||'''Koha administration''' page
|| '''Koha administration''' page opens.
|-
||Click on''' System preferences'''
|| Click on''' System preferences.'''
|-
||Cursor on '''System preferences Accounting preferences'''
|| '''System preferences Accounting preferences '''page opens.
|-
||Cursor on '''Authorities'''
|| From the left side menu click on''' Authorities.'''
|-
||Cursor on '''System preferences Authorities preferences '''page
|| '''System preferences Authorities preferences '''page opens.
|-
||Cursor on''' General'''
|| Under the section''' General''', we can see 2 columns one is '''Preference '''and another one is '''Value'''.


Now, start changing the '''Value '''of some '''Preferences '''as follows:
|-
||Cursor on

* '''AuthDisplayHierarchy>> '''select '''Show'''
*  For '''AutoCreateAuthorities >> generate'''
*  '''RequireChoosingExistingAuthority'''

* '''UseAuthoritiesForTracings>> Use'''


|| For '''AuthDisplayHierarchy, '''select '''Show '''from the drop-down, if not selected by default.


For''' AutoCreateAuthorities, '''from the dropdown select''' generate. '''


Scroll down to '''RequireChoosingExistingAuthority, '''from the dropdown select '''don't require '''if not selected by default.


For''' UseAuthoritiesForTracings, '''from the dropdown select '''Use '''if not selected by default.


Leave all other default values as it is.
|-
||Click on''' Save all Authorities preferences'''
|| Now click on '''Save all Authorities preferences '''button at the top.
|-
||Pop message in a black box confirms:

Saved preferences '''AuthDisplayHierarchy'''

Saved preferences '''AutoCreateAuthorities'''

Saved preferences '''RequireChoosingExistingAuthority'''
|| A message in a black box pops up and confirms

Saved preferences. 
|-
|| Narration only
|| With this, we come to the end of this tutorial.
|-
|| Home icon 

Show staff interface

Logout

Show login screen 
|| To continue with the next tutorial, go to the top left corner of the page.

Click on the home icon and stay logged in.

To '''logout '''from the current session, go to the top right corner of the page.

Click on '''Bella, Spoken Tutorial Library'''.

From the drop down select '''Logout'''.
|-
|| '''Slide Number 9'''

'''Summary'''

In this tutorial, we learned to:
* '''How to create MARC Framework'''
* '''Edit tag'''


|| Let’s quickly recap! 

Today, we learned to 
* Create a '''MARC Framework '''in '''Koha '''and 
* '''Edit a tag'''


|-
||'''Slide Number 10'''

'''Assignment'''
* Create a new''' MARC Framework '''for''' Books'''


|| As an assignment:
* Create a new''' MARC Framework '''for''' Books'''

|-
|| '''Slide Number 11'''

'''About''' '''Spoken Tutorial project'''
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
* It summarizes the Spoken Tutorial project.
* If you do not have good bandwidth, you can download and watch it.


|| The video at the following link summarizes the '''Spoken Tutorial project.'''

Please download and watch it.
|- 
|| '''Slide Number 12'''

'''Spoken Tutorial workshops'''


The '''Spoken Tutorial Project''' Team
* Conducts workshops using spoken tutorials
* Gives certificates for those who pass an online test
* For more details, please write to [about:blank [http://contact@spoken-tutorial.org/ http://contact@spoken-tutorial.org]]


|| The ''' Spoken Tutorial Project''' Team conducts workshops and gives certificates.

For more details, please write to us.
|- 
|| '''Slide Number 13'''

'''Forum for specific questions'''

||  We will be happy to answer your specific questions regarding this tutorial. 

Post your questions in the forum and our team will get back to you
|-
|| '''Slide Number 14'''

'''Acknowledgment'''


'''The Spoken Tutorial '''project was established at IIT Bombay by the Ministry of Education Govt of '''India.'''

Thank you
|| Thank you for joining.
|-
|}