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| + | Topic: '''Create MARC Framework'''Contributor Name: Bella Tony, '''Spoken Tutorial Project, IIT Bombay''' | ||
| + | Reviewed by: Nancy Varkey, '''Spoken Tutorial Project, IIT Bombay''' | ||
| − | + | Keywords:Catalogue, Frameworks, MARC bibliographic framework, Books, MARC tag | |
| − | + | ||
| − | + | ||
| − | |||
| − | |||
| − | + | {| border=1 | |
| + | | <center>'''Visual Cue'''</center> | ||
| + | | <center>'''Narration'''</center> | ||
| − | + | |- | |
| − | | | + | | Slide 1 |
| − | + | Title Slide “Create a '''MARC Framework”''' | |
| − | | | + | | Welcome to the spoken tutorial on '''Create a MARC Framework.''' |
| − | + | |- | |
| + | | Slide Number 2 | ||
| − | + | Learning Objectives | |
| − | + | ||
| + | How to create '''MARC Framework''' | ||
| + | | In this tutorial, we will learn to: | ||
| − | Create a '''MARC Framework '''in '''Koha.''' | + | Create a '''MARC Framework '''in '''Koha.''' |
| − | |- | + | |- |
| − | + | | Slide Number 3 | |
| + | '''System Requirement''' | ||
| + | | To record this tutorial, I am using | ||
| + | * '''Ubuntu Linux OS 16.04''' | ||
| + | * '''Koha version 16.05''' | ||
| − | + | |- | |
| − | | | + | | Slide 4a |
| − | + | '''Pre-requisites''' | |
| − | + | | To follow this tutorial, you should have knowledge of '''Library Science.''' | |
| − | |- | + | |- |
| − | + | | Slide 4b | |
| − | + | Pre-requisites | |
| − | + | ||
| − | | | + | | To practice this tutorial, |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | * You should have '''Koha '''installed on your system. | |
| + | * You should also have '''Admin access''' in '''Koha.''' | ||
| − | |||
| − | |||
| − | If not, please refer to the '''Koha | + | If not, please refer to the '''Koha spoken tutorial '''series on this website. |
| − | |- | + | |- |
| − | + | | Slide | |
| − | + | * '''Frameworks''' can be edited or deleted and | |
| − | * '''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 | * '''Frameworks''' can be edited or deleted | ||
| − | * ''' Superlibrarian''' | + | * '''Superlibrarian''' can create their own '''frameworks,''' as per the requirement of their libraries. |
| − | |- | + | |- |
| − | + | | Show '''Koha''' interface | |
| − | + | | Let us begin. | |
| − | Let me switch to the '''Koha''' | + | Let me switch to the '''Koha interface.''' |
| − | |- | + | |- |
| − | + | | Login with '''Username''' and '''password''' | |
| − | + | | Login with '''Superlibrarian''' '''username Bella '''and her '''password'''. | |
| − | |- | + | |- |
| − | + | | Show interface | |
| − | + | | Now we are inside the '''Koha''' interface as '''Superlibrarian Bella''' | |
| − | |- | + | |- |
| − | + | | Go to '''Koha administration''' | |
| − | + | | Go to '''Koha administration.''' | |
| − | |- | + | |- |
| − | + | | Cursor on '''Catalog-''' | |
| − | Click on '''MARC bibliographic framework''' | + | Click on '''MARC bibliographic framework''' |
| − | + | | Under the section '''Catalog, '''click on '''MARC bibliographic framework.''' | |
| − | |- | + | |- |
| − | + | | Cursor on''' MARC frameworks''' | |
| − | + | | A new page opens. | |
| − | |- | + | |- |
| − | + | | Click on''' +New framework''' | |
| − | + | | Click on '''plus New framework.''' | |
| − | |- | + | |- |
| − | + | | Cursor on | |
| + | '''Framework code:''' | ||
| − | ''' | + | '''Description:''' |
| + | | Another page opens up, prompting us to fill in the details- | ||
| − | ''' | + | '''Framework code:''' and |
| − | + | ||
| − | ''' | + | '''Description:''' |
| − | ''' | + | |- |
| + | | Cursor on '''Framework code >> '''type '''BK''' | ||
| + | | In the '''field''' for''' Framework code,''' I will type '''BK.''' | ||
| − | |- | + | |- |
| − | + | | Cursor on '''Description: >> '''type '''BOOKS''' | |
| − | | | + | | For '''Description: '''I will type '''BOOKS.''' |
| − | |- | + | |- |
| − | | | + | | Click''' Submit''' |
| − | | | + | | Next, click on''' Submit '''button at the bottom. |
| − | |- | + | |- |
| − | | | + | | New page >> go to the '''Code BK''' i.e.''' BOOKS''' |
| − | | | + | | On the new page that opens, go to the '''Code BK '''i.e. '''BOOKS.''' |
| − | |- | + | |- |
| − | | | + | | Cursor on tab''' Actions''' |
| − | + | ||
| − | + | Click on''' MARC structure''' | |
| − | | | + | | From the tab '''Actions,''' click on '''MARC structure.''' |
| − | + | |- | |
| − | | | + | | Cursor on ‘'''MARC Framework for BOOKS (BK)’''' |
| + | | A new page '''MARC Framework for BOOKS (BK) '''opens up. | ||
| − | + | Under this title, click on the '''OK''' button here. | |
| − | + | ||
| − | + | ||
| − | |- | + | |- |
| − | + | | Cursor on '''Showing 1 to 20 of 342''' | |
| − | | | + | | Another page with the same title '''MARC Framework for BOOKS (BK)''' opens. |
| − | + | This shows '''tags '''from '''1 to 20 of 342 tags.''' | |
| − | + | ||
| + | However, you may see more number of tags on your screen. | ||
| − | + | |- | |
| + | | Slide | ||
| − | * There are total ''' | + | Tags in MARC Framework |
| − | * I will select only a few '''tags''' for '''Books''' | + | * There are total '''342 '''default '''tags''' |
| − | * You may choose tags as per your requirement | + | * I will select only a few '''tags''' for '''Books''' |
| + | * You may choose tags as per your requirement | ||
| + | | Note that- | ||
| + | * There are a total of '''342 '''default '''tags''' | ||
| + | * I will select only a few '''tags''' for '''Books. ''' | ||
| − | + | * You may choose tags as per your requirement. | |
| − | + | |- | |
| + | | Narration only | ||
| + | | Notice here that there are options to '''Edit''' or '''Delete '''a '''tag.''' | ||
| − | + | |- | |
| + | | Click on '''Delete''' | ||
| + | | I will demonstrate how to '''Delete'''. | ||
| − | + | |- | |
| + | | Cursor on '''tag number 010- Library of Congress Control Number''' >> click on delete | ||
| + | | I will choose the '''tag '''number''' 010- Library of Congress Control Number.''' | ||
| + | |- | ||
| + | | Cursor on pop window | ||
| + | | Upon clicking the '''Delete '''tab at the extreme right side, a pop window appears asking- | ||
| + | '''“Confirm deletion of tag '010'?”''' | ||
| − | |- | + | |- |
| − | | | + | | Click on '''Yes, delete this tag.''' |
| − | + | | Click on '''Yes, delete this tag.''' | |
| − | |- | + | |- |
| − | | | + | | Cursor on '''Tag delete >> '''Click '''Ok''' |
| − | | | + | | Another window appears with the message '''‘Tag deleted’.''' |
| − | + | Click '''Ok.''' | |
| − | + | ||
| + | |- | ||
| + | | Cursor on''' MARC Framework for Books '''(BK) | ||
| + | | The same page''' MARC Framework for Books (BK) '''appears again. | ||
| − | + | |- | |
| − | | | + | | Cursor on '''Tag’, number 010 '''will no longer be shown |
| + | | On this page, ‘'''Tag’ number 010 '''will no longer be shown. | ||
| − | |- | + | |- |
| − | | | + | | Narration only |
| − | | | + | | Similarly, delete any other '''tags''' which may not be relevant to a particular '''item type'''. |
| + | |- | ||
| + | | Point to '''Edit '''option | ||
| + | | To edit the '''tags''', go to '''Actions '''and choose the '''Edit '''option. | ||
| − | ''' | + | |- |
| + | | Cursor on '''000, Leader''' | ||
| + | | I will go for''' tag number 000, Leader.''' | ||
| − | |- | + | |- |
| − | + | | Click on''' Edit''' | |
| − | | | + | | Then click on''' Edit.''' |
| − | |- | + | |- |
| − | + | | Cursor on | |
| − | | | + | * '''Label for lib:''' |
| + | * '''Label for opac:''' | ||
| + | | The following fields are filled by default, by '''Koha '''itself- | ||
| + | * '''Label for lib:''' | ||
| + | * '''Label for opac:''' | ||
| + | Note that: | ||
| + | # The ''''Label for lib'''' will show up in the '''staff client.''' | ||
| − | + | # The ''''Label for OPAC'''' will show up on the '''MARC''' view in the '''OPAC.''' | |
| − | |- | + | |- |
| − | | | + | | Check in the checkbox for |
| − | + | ||
| − | + | '''Repeatable:''' | |
| − | + | | As per your requirement, check the checkbox for '''Repeatable: ''' | |
| − | | | + | |
| − | |- | + | |- |
| − | | | + | | Cursor on |
| − | + | ||
| − | + | '''Mandatory:''' | |
| − | + | | '''Koha''' will by default check the checkbox for '''Mandatory''' | |
| − | | | + | |
| − | |- | + | |- |
| − | | | + | | Check both the options. |
| − | + | | I will check the checkbox for '''Repeatable: ''' | |
| − | |- | + | |- |
| − | | | + | | Slide '''Important Note''' |
| − | + | ||
| − | + | '''Note:''' If you click ''''Repeatable'''' then- | |
| − | + | * the field will have a plus sign next to it allowing you to add multiples of that tag | |
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| − | '''Note:''' If you click ''''Repeatable'''' then- | + | |
| − | + | ||
| − | * the field will have a plus sign next to it allowing you to add multiples of that tag | + | |
| − | + | ||
| − | + | ||
| + | If ''''Mandatory'''' is clicked or auto-selected by Koha then- | ||
* the record will not be allowed to save | * the record will not be allowed to save | ||
| − | * unless you allocate a value to this particular '''tag''' | + | * unless you allocate a value to this particular '''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 | ||
| + | * allowing you to add many more details of the same '''tag'''. | ||
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| + | If ''''Mandatory'''' is clicked or auto-selected by '''Koha''' then- | ||
* the record will not be allowed to save | * the record will not be allowed to save | ||
| − | * unless you allocate a value to this particular '''tag.''' | + | * unless you allocate a value to this particular '''tag.''' |
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| − | | | + | |- |
| + | | Show '''Koha '''interface | ||
| + | | Let’s go back to the '''Koha interface.''' | ||
| − | + | |- | |
| − | + | | Click on''' Save changes.''' | |
| − | + | | After filling in all the details, click on '''Save changes.''' | |
| − | + | ||
| − | + | ||
| + | |- | ||
| + | | Cursor on''' 000, Leader''' | ||
| + | Repeatable>> Yes | ||
| − | + | '''Mandatory>>Yes''' | |
| − | + | | In the new page that opens up, note that- | |
| − | | | + | * for '''tag number 000, Leader:''' |
| − | + | *'''Repeatable '''and''' Mandatory''' will appear as '''Yes.''' | |
| − | + | ||
| + | |- | ||
| + | | Narration only | ||
| + | | Next, let us learn how to enable''' Authority file'''. | ||
| − | Go to | + | |- |
| + | | Go to '''Koha Administration''' | ||
| + | | Go to''' Koha Administration.''' | ||
| + | |- | ||
| + | | Click on''' Global system preferences''' | ||
| + | | And click on''' Global system preferences.''' | ||
| − | + | |- | |
| − | | | + | | Cursor on '''Acquisitions preferences''' |
| + | | '''Acquisitions preferences '''page opens. | ||
| + | |- | ||
| + | | Click on '''Authorities''' | ||
| + | | From the list of tabs on the left side, click on '''Authorities.''' | ||
| − | + | |- | |
| + | | Cursor on''' General>>''' | ||
| + | | Under the section''' General''', start changing the '''Value of Preference''' as follows: | ||
| + | |- | ||
| + | | | ||
| + | * Cursor on''' AuthDisplayHierarchy>> '''select '''Display''' | ||
| − | + | * For '''AutoCreateAuthorities >> generate''' | |
| − | + | * '''BiblioAddsAuthorities>> allow''' | |
| − | + | ||
| − | + | ||
| − | + | * '''dontmerge >> Do''' | |
| − | + | ||
| − | + | * Leave both- | |
| − | + | '''MARCAuthorityControlField008''' and | |
| + | '''UNIMARCAuthorityField100 '''as it is | ||
| − | + | * '''UseAuthoritiesForTracings>> Use''' | |
| + | | | ||
| + | * For '''AuthDisplayHierarchy, '''select '''Display '''from the drop-down | ||
| − | + | * For''' AutoCreateAuthorities, '''select''' generate.''' | |
| + | * For''' BiblioAddsAuthorities, '''select '''allow.''' | ||
| − | + | * For '''dontmerge '''select '''Do.''' | |
| − | + | * Leave- | |
| − | + | **'''MARCAuthorityControlField008''' and | |
| + | **'''UNIMARCAuthorityField100''' as it is | ||
| − | + | * For''' UseAuthoritiesForTracings, Koha''' by default, selects '''Use.''' | |
| − | * | + | |- |
| + | | Under the section''' Linker, '''default values should be retained for- | ||
| + | * '''CatalogModuleRelink''' | ||
| + | * '''LinkerKeepStale''' | ||
| + | * '''LinkerModule ''' | ||
| + | * '''LinkerOptions ''' | ||
| + | * '''LinkerRelink ''' | ||
| + | | Under the section''' Linker, '''default values should be retained for- | ||
| + | * '''CatalogModuleRelink''' | ||
| + | * '''LinkerKeepStale''' | ||
| + | * '''LinkerModule ''' | ||
| + | * '''LinkerOptions ''' | ||
| + | * '''LinkerRelink ''' | ||
| + | |- | ||
| + | | Click on''' Save all Authorities preferences''' | ||
| + | | Now click on '''Save all Authorities preferences.''' | ||
| − | | | + | |- |
| + | | '''Log out '''>> Go to the top right corner >> click on '''Spoken Tutorial Library>>''' and from the drop down select''' Log out''' | ||
| + | | You may now '''log out '''from the '''Superlibrarian account '''of '''Koha''' | ||
| − | |||
| + | To do so go to the top right corner- | ||
| + | Click on '''Spoken Tutorial Library''' and from the drop down select''' Log out''' | ||
| − | |- | + | |- |
| − | | | + | | Narration Only |
| + | | This completes all the setup required for '''MARC Framework. ''' | ||
| − | + | |- | |
| + | | Slide | ||
| − | * | + | Summary* '''How to create MARC Framework''' |
| − | + | ||
| − | + | ||
| + | | Let us summarise. | ||
| − | + | In this tutorial, we learnt to- | |
| − | + | *Create a '''MARC Framework '''in '''Koha''' | |
| + | |- | ||
| + | | Slide | ||
| − | + | Assignment | |
| − | | | + | * Create a new''' MARC Framework '''for''' Journal''' |
| − | + | | As an assignment- | |
| − | ''' | + | * Create a new''' MARC Framework '''for''' Serials''' |
| − | + | |- | |
| + | | Slide: | ||
| − | + | 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 summarises 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: | |
| − | + | '''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] | ||
| + | | The''' Spoken Tutorial Project''' Team conducts workshops and gives certificates. | ||
| − | |||
| − | |||
| − | + | For more details, please write to us. | |
| − | + | ||
| − | + | |- | |
| + | | Slide: | ||
| − | + | Forum for specific questions | |
| − | + | | Please post your timed queries in this forum. | |
| − | + | ||
| − | + | ||
| + | |- | ||
| + | | Slide: | ||
| − | + | Acknowledgement | |
| + | * '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project | ||
| + | * It is supported by the '''National Mission on Education through ICT, MHRD, Government of India''' | ||
| + | * More information on this Mission is available at | ||
| + | * [http://spoken-tutorial.org/NMEICT-Intro http://spoken-tutorial.org/NMEICT-Intro] | ||
| − | + | | '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.''' | |
| − | this link. | + | More information on this mission is available at this link. |
| − | |- | + | |- |
| − | + | | | |
| − | + | | This is Bella Tony from '''IIT Bombay '''signing off. | |
| − | Thank you for joining. | + | Thank you for joining. |
|} | |} | ||
Latest revision as of 16:38, 21 February 2019
Topic: Create MARC FrameworkContributor Name: Bella Tony, Spoken Tutorial Project, IIT Bombay
Reviewed by: Nancy Varkey, Spoken Tutorial Project, IIT Bombay
Keywords:Catalogue, Frameworks, MARC bibliographic framework, Books, MARC tag
| |
|
| Slide 1
Title Slide “Create a MARC Framework” |
Welcome to the spoken tutorial on Create a MARC Framework. |
| Slide Number 2
Learning Objectives How to create MARC Framework |
In this tutorial, we will learn to:
Create a MARC Framework in Koha. |
| Slide Number 3
System Requirement |
To record this tutorial, I am using
|
| Slide 4a
Pre-requisites |
To follow this tutorial, you should have knowledge of Library Science. |
| Slide 4b
Pre-requisites |
To practice this tutorial,
If not, please refer to the Koha spoken tutorial series on this website. |
Slide
|
Before we begin, note that-
|
| Show Koha interface | Let us begin.
Let me switch to the Koha interface. |
| Login with Username and password | Login with Superlibrarian username Bella and her password. |
| Show interface | Now we are inside the Koha interface as Superlibrarian Bella |
| Go to Koha administration | Go to Koha administration. |
| Cursor on Catalog-
Click on MARC bibliographic framework |
Under the section Catalog, click on MARC bibliographic framework. |
| Cursor on MARC frameworks | A new page opens. |
| Click on +New framework | Click on plus New framework. |
| Cursor on
Framework code: Description: |
Another page opens up, prompting us to fill in the details-
Framework code: and Description: |
| Cursor on Framework code >> type BK | In the field for Framework code, I will type BK. |
| Cursor on Description: >> type BOOKS | For Description: I will type BOOKS. |
| Click Submit | Next, click on Submit button at the bottom. |
| New page >> go to the Code BK i.e. BOOKS | On the new page that opens, go to the Code BK i.e. BOOKS. |
| Cursor on tab Actions
Click on MARC structure |
From the tab Actions, click on MARC structure. |
| Cursor on ‘MARC Framework for BOOKS (BK)’ | A new page MARC Framework for BOOKS (BK) opens up.
Under this title, click on the OK button here. |
| Cursor on Showing 1 to 20 of 342 | Another page with the same title MARC Framework for BOOKS (BK) opens.
This shows tags from 1 to 20 of 342 tags. However, you may see more number of tags on your screen. |
| Slide
Tags in MARC Framework
|
Note that-
|
| Narration only | Notice here that there are options to Edit or Delete a tag. |
| Click on Delete | I will demonstrate how to Delete. |
| Cursor on tag number 010- Library of Congress Control Number >> click on delete | I will choose the tag number 010- Library of Congress Control Number. |
| Cursor on pop window | Upon clicking the Delete tab at the extreme right side, a pop window appears asking-
“Confirm deletion of tag '010'?” |
| Click on Yes, delete this tag. | Click on Yes, delete this tag. |
| Cursor on Tag delete >> Click Ok | Another window appears with the message ‘Tag deleted’.
Click Ok. |
| Cursor on MARC Framework for Books (BK) | The same page MARC Framework for Books (BK) appears again. |
| Cursor on Tag’, number 010 will no longer be shown | On this page, ‘Tag’ number 010 will no longer be shown. |
| Narration only | Similarly, delete any other tags which may not be relevant to a particular item type. |
| Point to Edit option | To edit the tags, go to Actions and choose the Edit option. |
| Cursor on 000, Leader | I will go for tag number 000, Leader. |
| Click on Edit | Then click on Edit. |
Cursor on
|
The following fields are filled by default, by Koha itself-
Note that:
|
| Check in the checkbox for
Repeatable: |
As per your requirement, check the checkbox for Repeatable: |
| Cursor on
Mandatory: |
Koha will by default check the checkbox for Mandatory |
| Check both the options. | I will check the checkbox for Repeatable: |
| Slide Important Note
Note: If you click 'Repeatable' then-
If 'Mandatory' is clicked or auto-selected by Koha then-
|
Note:
If you click Repeatable' then-
|
| Show Koha interface | Let’s go back to the Koha interface. |
| Click on Save changes. | After filling in all the details, click on Save changes. |
| Cursor on 000, Leader
Repeatable>> Yes Mandatory>>Yes |
In the new page that opens up, note that-
|
| Narration only | Next, let us learn how to enable Authority file. |
| Go to Koha Administration | Go to Koha Administration. |
| Click on Global system preferences | And click on Global system preferences. |
| Cursor on Acquisitions preferences | Acquisitions preferences page opens. |
| Click on Authorities | From the list of tabs on the left side, click on Authorities. |
| Cursor on General>> | Under the section General, start changing the Value of Preference as follows: |
MARCAuthorityControlField008 and UNIMARCAuthorityField100 as it is
|
|
Under the section Linker, default values should be retained for-
|
Under the section Linker, default values should be retained for-
|
| Click on Save all Authorities preferences | Now click on Save all Authorities preferences. |
| Log out >> Go to the top right corner >> click on Spoken Tutorial Library>> and from the drop down select Log out | You may now log out from the Superlibrarian account of Koha
Click on Spoken Tutorial Library and from the drop down select Log out |
| Narration Only | This completes all the setup required for MARC Framework. |
| Slide
Summary* How to create MARC Framework |
Let us summarise.
In this tutorial, we learnt to-
|
| Slide
Assignment
|
As an assignment-
|
| Slide:
About Spoken Tutorial project
|
The video at the following link summarizes the Spoken Tutorial project.
Please download and watch it. |
| Slide:
Spoken Tutorial workshops The Spoken Tutorial Project Team
|
The Spoken Tutorial Project Team conducts workshops and gives certificates.
|
| Slide:
Forum for specific questions |
Please post your timed queries in this forum. |
| Slide:
Acknowledgement
|
Spoken Tutorial project is funded by NMEICT, MHRD, Government of India.
More information on this mission is available at this link. |
| This is Bella Tony from IIT Bombay signing off.
Thank you for joining. |
