Difference between revisions of "Koha-Library-Management-System/C2/Create-MARC-framework/English"

From Script | Spoken-Tutorial
Jump to: navigation, search
Line 1: Line 1:
 +
Topic: '''Create MARC Framework'''Contributor Name: Bella Tony, '''Spoken Tutorial Project, IIT Bombay'''
  
 +
Reviewed by: Nancy Varkey, '''Spoken Tutorial Project, IIT Bombay'''
  
{| style="border-spacing:0;"
+
Keywords:Catalogue, Frameworks, MARC bibliographic framework, Books, MARC tag
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Visual Cue'''</center>
+
| style="border:0.75pt solid #000001;padding:0.176cm;"| <center>'''Narration'''</center>
+
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 1
 
  
Title Slide
+
{| border=1
 +
| <center>'''Visual Cue'''</center>
 +
| <center>'''Narration'''</center>
  
'''Create a MARC Framework.'''
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Welcome to the '''Spoken Tutorial''' on '''Create a MARC Framework.'''
+
| Slide 1
  
|-
+
Title Slide “Create a '''MARC Framework”'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 2
+
| Welcome to the '''Spoken Tutorial''' on '''Create a MARC Framework.'''
  
Learning Objectives
+
|-
 +
| Slide Number 2
  
How to create '''MARC Framework'''
+
Learning Objectives
| style="border:0.75pt solid #000001;padding:0.176cm;"| In this tutorial, we will learn to:
+
  
 +
How to create '''MARC Framework'''
 +
| In this tutorial, we will learn to:
  
Create a '''MARC Framework '''in '''Koha.'''  
+
Create a '''MARC Framework '''in '''Koha.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide Number 3  
+
| Slide Number 3
  
 +
'''System Requirement'''
 +
| To record this tutorial, I am using* '''Ubuntu Linux OS 16.04'''
 +
* '''Koha version 16.05'''
  
''' System Requirement'''
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| To record this tutorial, I am using
 
  
* '''Ubuntu Linux OS 16.04'''
+
|-
* '''Koha version 16.05'''
+
| Slide 4a
  
|-  
+
'''Pre-requisites'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4a
+
| To follow this tutorial, you should have knowledge of '''Library Science.'''
  
''' Pre-requisites''' 
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| To follow this tutorial, learners should have knowledge of '''Library Science.'''
+
| Slide 4b
  
|-
+
Pre-requisites
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide 4b
+
+
''' Pre-requisites''' 
+
  
| style="border:0.75pt solid #000001;padding:0.071cm;"| To practice this tutorial,  
+
| 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 Spoken Tutorial '''series on this website.  
+
* You should have '''Koha '''installed on your system.
 +
* You should also have '''Admin access''' in '''Koha.'''
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide
 
  
* '''Frameworks''' can be edited or deleted and
 
* ''' Superlibrarian''' can create their own '''frameworks,''' for content specific to their libraries.
 
  
| style="border:0.75pt solid #000001;padding:0.071cm;"| Before we begin, note that-
+
If not, please refer to the '''Koha Spoken Tutorial '''series on this website.
  
* '''Frameworks''' can be edited or deleted  
+
|-
* ''' Superlibrarian'''  can create their own '''frameworks,''' for content specific to their libraries.  
+
| Slide* '''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
| style="border:0.75pt solid #000001;padding:0.071cm;"| Show '''Koha''' interface
+
* Superlibrarian can create their own '''frameworks,''' as per the requirement of their libraries.
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let us begin.  
+
  
Let me switch to the '''Koha''' interface.  
+
|-
 +
| Show '''Koha''' interface
 +
| Let us begin.
  
|-
+
Let me switch to the '''Koha''' interface.
| style="border:0.75pt solid #000001;padding:0.071cm;"| Login with ''' Username and Password '''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Login with '''Superlibrarian Username Bella''' and her ''' password''' .  
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Show interface
+
| Login with '''Username''' and '''password'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now we are inside the '''Koha''' interface as '''Superlibrarian Bella'''  
+
| Login with '''Superlibrarian''' '''username Bella '''and her password.
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Go to '''Koha administration'''  
+
| Show interface
| style="border:0.75pt solid #000001;padding:0.071cm;"| Go to '''Koha administration.'''  
+
| Now we are inside the '''Koha''' interface as '''Superlibrarian Bella'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Catalog-'''  
+
| Go to '''Koha administration'''
 +
| Go to '''Koha administration.'''
  
Click on '''MARC bibliographic framework'''
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Under the section '''Catalog, '''click on '''MARC bibliographic framework.'''  
+
| Cursor on '''Catalog-'''
  
|-
+
Click on '''MARC bibliographic framework'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on''' MARC frameworks'''  
+
| Under the section '''Catalog, '''click on '''MARC bibliographic framework.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| A new page opens.  
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on''' +New framework'''  
+
| Cursor on''' MARC frameworks'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''+New framework.'''
+
| A new page opens.
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on  
+
| Click on''' +New framework'''
 +
| Click on '''+New framework.'''
  
 +
|-
 +
| Cursor on
  
'''Framework code:'''  
+
'''Framework code:'''
  
'''Description:'''  
+
'''Description:'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Another page opens up, prompting us to fill in the details-  
+
| Another page opens up, prompting us to fill in the details-
  
'''Framework code:'''  
+
'''Framework code:'''
  
'''Description:'''  
+
'''Description:'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Framework code >> '''type '''BK'''  
+
| Cursor on '''Framework code >> '''type '''BK'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| In the field for''' Framework code,''' I will type '''BK.'''  
+
| In the field for''' Framework code,''' I will type '''BK.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Description: >> '''type '''BOOKS'''  
+
| Cursor on '''Description: >> '''type '''BOOKS'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| For '''Description: '''I will type '''BOOKS.'''  
+
| For '''Description: '''I will type '''BOOKS.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click''' Submit'''  
+
| Click''' Submit'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next, click on''' Submit '''button at the bottom'''.'''  
+
| Next, click on''' Submit '''button at the bottom'''.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| New page >> go to the '''Code BK''' i.e.''' BOOKS'''  
+
| New page >> go to the '''Code BK''' i.e.''' BOOKS'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| On the new page that opens, go to the '''Code BK '''i.e. '''BOOKS.'''  
+
| On the new page that opens, go to the '''Code BK '''i.e. '''BOOKS.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on tab''' Actions'''  
+
| Cursor on tab''' Actions'''
  
Click on''' MARC structure'''  
+
Click on''' MARC structure'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| From the tab '''Actions,''' click on '''MARC structure.'''  
+
| From the tab '''Actions,''' click on '''MARC structure.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on ‘'''MARC Framework for BOOKS (BK)’'''  
+
| Cursor on ‘'''MARC Framework for BOOKS (BK)’'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| A new page ‘'''MARC Framework for BOOKS (BK)’ '''opens up.  
+
| A new page ‘'''MARC Framework for BOOKS (BK)’ '''opens up.
  
|-
+
Under this title, click on the '''OK''' button here
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Showing 1 to 20 of 313'''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| This shows '''tags '''from '''1 to 20 of 313 tags.'''  
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide
+
| 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.'''
  
Tags in MARC Framework
+
However, you may see more number of tags on your screen.
  
* There are total '''313 '''default '''tags'''
+
|-
* I will select only a few '''tags''' for '''Books'''
+
| Slide
* You may choose tags as per your requirement
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Note that-
+
  
* There are a total of '''313 '''default '''tags'''  
+
Tags in MARC Framework* There are total '''313 '''default '''tags'''
 +
* I will select only a few '''tags''' for '''Books'''
 +
* You may choose tags as per your requirement
 +
| Note that-* There are a total of '''313 '''default '''tags'''
  
* I will select only a few '''tags''' for '''Books. '''  
+
* I will select only a few '''tags''' for '''Books. '''
  
* You may choose tags as per your requirement'''.'''
 
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Notice here that - there are options to '''Edit''' or '''Delete '''a '''tag.'''
 
  
|-
+
* You may choose tags as per your requirement'''.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''Delete'''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will demonstrate how to '''Delete'''.
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''tag number 010- Library of Congress Control Number'''  
+
| Narration only
 +
| Notice here that -there are options to '''Edit''' or '''Delete '''a '''tag.'''
  
 +
|-
 +
| Click on '''Delete'''
 +
| I will demonstrate how to '''Delete'''.
  
Click on delete  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will choose the '''tag '''number''' 010- Library of Congress Control Number.'''  
+
| 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.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on pop window  
+
| Cursor on pop window
| style="border:0.75pt solid #000001;padding:0.071cm;"| Upon clicking the '''Delete '''tab at the extreme right side, a pop window appears asking-  
+
| Upon clicking the '''Delete '''tab at the extreme right side, a pop window appears asking-  
  
 +
'''“Confirm deletion of tag '010'?”'''
  
'''“Confirm deletion of tag '010'?”'''  
+
|-
 +
| Click on '''Yes, delete this tag.'''
 +
| Click on '''Yes, delete this tag.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''Yes, delete this tag.'''  
+
| Cursor on '''Tag delete >> '''Click '''Ok'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''Yes, delete this tag.'''  
+
| Another window appears with the message '''‘Tag deleted’.'''
  
|-
+
Click '''Ok.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Tag delete >> '''Click '''Ok'''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Another window appears with the message '''‘Tag deleted’.'''  
+
  
 +
|-
 +
| Cursor on''' MARC Framework for Books '''(BK)
 +
| The same page''' MARC Framework for Books (BK) '''appears again.
  
Click '''Ok.'''  
+
|-
 +
| Cursor on '''Tag’, number 010 '''will no longer be shown
 +
| On this page, ‘'''Tag’ number 010 '''will no longer be shown.
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on''' MARC Framework for Books '''(BK)
+
| Narration only
| style="border:0.75pt solid #000001;padding:0.071cm;"| The same page''' MARC Framework for Books (BK) '''appears again.  
+
| Similarly, delete any other tags which may not be relevant to a particular '''item type'''.
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Tag’, number 010 '''will no longer be shown
+
| Point to '''Edit '''option
| style="border:0.75pt solid #000001;padding:0.071cm;"| On this page, ‘'''Tag’ number 010 '''will no longer be shown.
+
| To edit the tags
  
|-
+
Go to '''Actions '''and''' '''choose the '''Edit '''option.
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Similarly, delete any other tags which may not be relevant to a particular '''item type'''.  
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Point to '''Edit '''option
+
| Cursor on '''000, Leader'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| To edit '''tags''', choose the '''Edit '''option.
+
| I will go for''' tag number 000, Leader.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on 000, Leader
+
| Click on''' Edit'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will go for''' tag number 000, Leader.'''  
+
| Then click on''' Edit.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on''' Edit'''  
+
| Cursor on* '''Label for lib:'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Then click on''' Edit.'''  
+
* '''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.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on
+
  
* '''Label for lib:'''  
+
# The ''''Label for OPAC'''' will show up on the '''MARC''' view in the '''OPAC.'''
* '''Label for opac:'''  
+
  
 +
|-
 +
| Check in the checkbox for
  
| style="border:0.75pt solid #000001;padding:0.071cm;"| The following fields are filled by default, by '''Koha '''itself-
+
'''Repeatable:'''
 +
| As per your requirement, check the checkbox for* '''Repeatable: '''
  
* '''Label for lib:'''
+
|-
* '''Label for opac:'''
+
| Cursor on
  
Note that:  
+
'''Mandatory:'''
 +
| Koha will by default check the checkbox for-* '''Mandatory'''
  
# The ''''Label for lib'''' will show up in the '''staff client.'''  
+
|-
 +
| Check both the options.
 +
| I will check the checkbox for* '''Repeatable: '''
  
# The ''''Label for OPAC'''' will show up on the '''MARC''' view in the '''OPAC.'''  
+
|-
 +
| 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
| style="border:0.75pt solid #000001;padding:0.071cm;"| Check in the checkbox for
+
  
'''Repeatable:'''  
+
If ''''Mandatory'''' is clicked or auto-selected by Koha then-
  
'''Mandatory:'''  
+
* the record will not be allowed to save
| style="border:0.75pt solid #000001;padding:0.071cm;"| As per your requirement, check the checkbox for
+
* unless you allocate a value to this particular '''tag'''
 +
| '''Note:'''
  
* '''Repeatable: '''and '''Mandatory:'''  
+
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'''.
  
|-  
+
If ''''Mandatory'''' is clicked or auto-selected by Koha then-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Check both the options.
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| I will check both these options.
+
  
|-
+
* the record will not be allowed to save
| style="border:0.75pt solid #000001;padding:0.071cm;"| Slide '''Important Note'''  
+
* 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 allowing you to add multiples of that tag
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Note:'''
 
  
If you click '''Repeatable'''' then-
+
|-
 +
| Show '''Koha '''interface
 +
| Let’s go back to the '''Koha''' interface
  
* 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'''.
+
| Click on''' Save changes.'''
 +
| After filling in all the details, click on '''Save changes.'''
  
 
|-
 
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"|Slide '''Important Note'''
+
| Cursor on''' 000, Leader'''
  
If you click ''''Mandatory'''' then-
+
Repeatable>> Yes
* the record will not be allowed to save
+
* unless you allocate a value to this particular '''tag'''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| If you click ''''Mandatory'''' then-
+
* the record will not be allowed to save
+
* unless you allocate a value to this particular '''tag.'''
+
  
|-
+
'''Mandatory>>Yes'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Show '''Koha''' interface
+
| In the new page that opens up, note that- * for '''tag number 000, Leader:'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Let’s go back to the ''' Koha''' interface
+
  
|-
+
'''Repeatable '''and''' Mandatory''' will appear as '''Yes.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on ''' Save changes.'''  
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| After filling in all the details, click on '''Save changes.'''  
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on''' 000, Leader'''  
+
| Narration only
 +
| Next, let us learn how to enable''' Authority file'''.
  
 +
|-
 +
| Go to '''Koha Administration'''
 +
| Go to''' Koha Administration.'''
  
'''Repeatable'''>> Yes
+
|-
 +
| Click on''' Global system preferences'''
 +
| And click on''' Global system preferences.'''
  
'''Mandatory>>Yes'''  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| In the new page that opens up, note that-
+
| Cursor on '''Acquisitions preferences'''
 +
| '''Acquisitions preferences '''page opens.
  
* for '''tag number 000, Leader:
+
|-
*'''Repeatable '''and''' Mandatory''' will appear as '''Yes.'''  
+
| Click on '''Authorities'''
|-
+
| From the list of tabs on the left side, click on '''Authorities.'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Narration only
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Next, let us learn how to enable''' Authority file'''.
+
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Home''' >> '''Koha Administration'''  
+
| Cursor on''' General>>'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Go to '''Home'''.
+
| Under the section''' General''', start changing the '''Value of Preference''' as follows:
  
Go to ''' Koha Administration.'''  
+
|-
 +
| * Cursor on''' AuthDisplayHierarchy>> '''select '''Display'''
  
|-
+
* For '''AutoCreateAuthorities >> generate'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on''' Global system preferences'''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| And click on''' Global system preferences.'''  
+
  
|-
+
* '''BiblioAddsAuthorities>> allow'''
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on '''Acquisitions preferences'''  
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| '''Acquisitions preferences '''page opens.
+
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on '''Authorities'''
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| From the list of tabs on the left side, click on '''Authorities.'''
 
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Cursor on''' General>>'''
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Under the section''' General''', start changing the value of '''Preference''' as follows:
 
  
|-
+
* '''dontmerge >> Do'''
| style="border:0.75pt solid #000001;padding:0.071cm;"|
+
* Cursor on''' AuthDisplayHierarchy>> Display'''
+
  
* For '''AutoCreateAuthorities >> generate'''
+
* Leave both-
  
* '''BiblioAddsAuthorities>> allow'''  
+
'''MARCAuthorityControlField008''' and
  
* '''dontmerge >> Do'''  
+
'''UNIMARCAuthorityField100 '''as it is
  
* Leave both-
 
  
'''MARCAuthorityControlField008''' and '''UNIMARCAuthorityField100 '''as it is
+
* '''UseAuthoritiesForTracings>> Use'''
  
* '''UseAuthoritiesForTracings>> Use'''
+
| * For '''AuthDisplayHierarchy, '''select '''Display '''from the drop-down
| style="border:0.75pt solid #000001;padding:0.071cm;"|  
+
* For '''AuthDisplayHierarchy, '''change the value by selecting '''Display''' from the drop-down.
+
  
* For''' AutoCreateAuthorities, '''change the value '''do not generate''' to ''' generate.'''  
+
* For''' AutoCreateAuthorities, '''select''' generate.'''
  
* For''' BiblioAddsAuthorities, '''select '''allow.'''  
+
* For''' BiblioAddsAuthorities, '''select '''allow.'''
  
* For '''dontmerge '''select '''Do.'''  
+
* For '''dontmerge '''select '''Do.'''
  
* Leave-  
+
* Leave-
  
'''MARCAuthorityControlField008''' and '''UNIMARCAuthorityField100''' as it is
+
'''MARCAuthorityControlField008''' and
  
* For''' UseAuthoritiesForTracings, '''select '''Use.'''  
+
'''UNIMARCAuthorityField100''' as it is
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Under the section''' Linker, '''default values should be retained for-
 
  
* '''CatalogModuleRelink'''  
+
* For''' UseAuthoritiesForTracings, '''select '''Koha''' by default, selects '''Use.'''
* '''LinkerKeepStale'''  
+
* '''LinkerModule '''
+
* '''LinkerOptions '''
+
* '''LinkerRelink '''
+
| style="border:0.75pt solid #000001;padding:0.071cm;"| Under the section''' Linker, '''default values should be retained for-
+
  
* '''CatalogModuleRelink'''  
+
|-
* '''LinkerKeepStale'''  
+
| Under the section''' Linker, '''default values should be retained for-* '''CatalogModuleRelink'''
* '''LinkerModule '''  
+
* '''LinkerKeepStale'''
* '''LinkerOptions '''  
+
* '''LinkerModule '''
* '''LinkerRelink '''  
+
* '''LinkerOptions '''
 +
* '''LinkerRelink '''
  
|-
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Click on''' Save all Authorities preferences'''
 
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now click on '''Save all Authorities preferences.'''
 
  
 +
| Under the section''' Linker, '''default values should be retained for-* '''CatalogModuleRelink'''
 +
* '''LinkerKeepStale'''
 +
* '''LinkerModule '''
 +
* '''LinkerOptions '''
 +
* '''LinkerRelink '''
  
This completes all the setup required for '''MARC Framework'''.
+
|-
 +
| Click on''' Save all Authorities preferences'''
 +
| Now click on '''Save all Authorities preferences.'''
  
|-  
+
|-
| style="border:0.75pt solid #000001;padding:0.071cm;"| Go to the top right corner>> Click on '''Spoken Tutorial Library>>''' and from the drop down select''' Log out'''  
+
| '''Log out f'''rom the '''Superlibrarian account '''of '''Koha.'''
  
 +
Go to the top right corner-
  
| style="border:0.75pt solid #000001;padding:0.071cm;"| Now '''log out''' from the '''Superlibrarian account.'''
 
  
 +
Click on '''Spoken Tutorial Library>>''' and from the drop down select''' Log out'''
 +
| You may now '''log out f'''rom the '''Superlibrarian account '''of '''Koha'''
  
To do so first go to the top right corner.
+
To do so go to the top right corner-
  
 +
Click on '''Spoken Tutorial Library''' and from the drop down select''' Log out'''
  
Click on '''Spoken Tutorial Library'''.
+
|-
 +
| Narration Only
 +
| This completes all the setup required for '''MARC Framework. '''
  
Then from the drop-down select''' Log out'''.
+
|-
 +
|  Slide
  
|-
+
Summary* '''How to create MARC Framework'''
| style="border:0.75pt solid #000001;padding:0.106cm;"| Slide
+
  
Summary
+
| Let us summarise.
  
* '''How to create MARC Framework'''
+
In this tutorial, we learnt to-
  
| style="border:0.75pt solid #000001;padding:0.106cm;"| Let us summarise.
+
Create a '''MARC Framework '''in '''Koha'''
  
 +
|-
 +
| Slide
  
In this tutorial, we learnt how to-
+
Assignment* Create a new''' MARC Framework '''for''' Journal'''
*Create a '''MARC Framework.'''
+
| As an assignment-* Create a new''' MARC Framework '''for''' Serials'''
  
|-
 
| style="border:0.75pt solid #000001;padding:0.106cm;"| Slide
 
  
Assignment
+
|-
 +
| Slide:
  
* Create a new''' MARC Framework '''for''' Serials'''
+
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]
| style="border:0.75pt solid #000001;padding:0.106cm;"|For assignment on the page '''MARC Framework'''
+
* It summarises the Spoken Tutorial project.
 +
* If you do not have good bandwidth, you can download and watch it.
  
* Create a new''' MARC Framework '''for''' Serials'''  
+
| The video at the following link summarizes the '''Spoken Tutorial project.'''
  
|-
+
Please download and watch it.
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
  
About '''Spoken Tutorial project'''
+
|-
 +
|  Slide:
  
* Watch the video available at [http://spoken-tutorial.org/What_is_a_Spoken_Tutorial http://spoken-tutorial.org/What_is_a_Spoken_Tutorial]
+
'''Spoken Tutorial''' workshops
* It summarises the '''Spoken Tutorial project'''.
+
* If you do not have good bandwidth, you can download and watch it.
+
| style="background-color:#ffffff;border:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The video at the following link summarizes the '''Spoken Tutorial project'''.
+
  
Please download and watch it.  
+
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]
  
  
|-
+
|   
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
   
+
'''Spoken Tutorial''' workshops
+
  
The '''Spoken Tutorial Project''' Team  
+
The''' Spoken Tutorial Project''' Team:* conducts workshops and
 +
* gives certificates.
  
* Conducts workshops using spoken tutorials
+
* For more details, please write to us.
* Gives certificates for those who pass an online test
+
* For more details, please write to [about:blank http://contact@spoken-tutorial.org]
+
| style="background-color:#ffffff;border-top:1pt solid #000001;border-bottom:0.75pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| The''' Spoken Tutorial Project''' Team:
+
  
* conducts workshops and
+
|-
* gives certificates.
+
| Slide:
  
For more details, please write to us.  
+
Forum for specific questions
 +
| Please post your timed queries in this forum.
  
|-  
+
|-
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Slide:  
+
| Slide:
  
Forum for specific questions
+
Acknowledgement
| style="background-color:#ffffff;border:0.75pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.092cm;padding-right:0.191cm;"| Please post your timed queries in this forum.
+
  
|-
+
* '''Spoken Tutorial Project''' is a part of the Talk to a Teacher project
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| Slide:
+
* 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]
  
Acknowledgement
+
| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India.'''
  
* '''Spoken Tutorial Project''' is a part of the '''Talk to a Teacher project'''
+
More information on this mission is available at this link.
* 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]
+
  
 +
|-
 +
|
 +
| This is Bella Tony from '''IIT Bombay '''signing off.
  
| style="background-color:#ffffff;border-top:0.75pt solid #000001;border-bottom:1pt solid #000001;border-left:1pt solid #000001;border-right:1pt solid #000001;padding-top:0cm;padding-bottom:0cm;padding-left:0.088cm;padding-right:0.191cm;"| '''Spoken Tutorial project''' is funded by '''NMEICT, MHRD, Government of India'''.
+
Thank you for joining.
 
+
 
+
More information on this mission is available at
+
 
+
this link.
+
 
+
|-
+
| style="border:0.75pt solid #000001;padding:0.106cm;"|
+
| style="border:0.75pt solid #000001;padding:0.106cm;"| This is Bella Tony from '''IIT Bombay '''signing off.
+
 
+
Thank you for joining.  
+
  
 
|}
 
|}

Revision as of 21:16, 3 September 2018

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


Visual Cue
Narration
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* 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 Spoken Tutorial series on this website.

Slide* 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, as per the requirement of their libraries.
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 +New framework.
Cursor on

Framework code:

Description:

Another page opens up, prompting us to fill in the details-

Framework code:

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* There are total 313 default tags

  • I will select only a few tags for Books
  • You may choose tags as per your requirement
Note that-* There are a total of 313 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.

  1. 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

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
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.

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.


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 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, select 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 from the Superlibrarian account of Koha.

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

  • 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


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
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.

Contributors and Content Editors

Bellatony911, Nancyvarkey