Technical Services Units:
To configure Session Defaults and Preferences in the Voyager Cataloging Module, select
Options, then Preferences from the top navigation bar. Most of the settings are
changed by checking a box or using a drop-down menu.
Remember, defaults and preferences are specific to your logon and the particular PC that you
are working on. Defaults and preferences will not follow you as you move from one PC to another. If
you are using somebody else's PC, you will need to set your own preferences even if they have
already set theirs.
Different cataloging units may have different preferences, especially for location, call
number hierarchy, and item type and status. If in doubt, please check with your unit supervisor.
These settings are defaults. They may be changed at any time while you are working
depending on the needs of individual records and specific situations.
Click on OK at the bottom to accept the changes and exit from Preferences.
| General Tab | |
| Holdings/Item Default Location | Location for any holdings or item records created during a cataloging session. Select as appropriate (from drop-down menu). |
| Call Number Hierarchies | Depends on location: Dewey, LC, USDOC. (Select from drop-down menu.) |
| Bibliographic Import/Replace Profile | OCLCConditional. (Select from drop-down menu.) |
| Authority Import/Replace Profile | AuthReplace. (Select from drop-down menu.) |
| Delete records from work files once saved to database | On (check box) |
| Delete records from import file once saved to database | On (check box) |
| Add a subfield "a" to a new field | On (check box. |
| Display MARC views maximized | On (check box) |
|
Validation Tab
Check the box for "On" except as indicated; don't check for "Off." |
|
| Cataloging formats (select from drop-down menu) | OCLC |
| Bypass MARC Validation | Off |
| Bypass Authority Control Validation | Off |
| List All Errors or Show Errors One at a Time (click) | List all the errors |
| Display All Headings | On |
| Heading Types -- Name | On |
| Heading Types -- Title | Off |
| Heading Types -- Name/Title | Off |
| Heading Types -- Subjects | On |
|
Heading Types -- Subdivision |
On |
| 856 Link Servers | Leave all blank |
|
Work Flow Tab Check all boxes unless "Off" is indicated. |
|
| Retain Last Search | On |
| Automatic truncation for non-keyword searches | On |
| Display bibliographic record directly if search results in only one title | On |
| Always create a holding when adding holdings to a bib | Off |
| Display item record directly if item retrieve results in only one item | On |
| Sequence new items at top | Off |
| Check for duplicate item barcodes | On |
| Suppress confirmation message upon successful save | Off |
| Item Defaults Tab | |
| Item Type |
Select as appropriate (default is usually BOOK 16/4 WKS) Clickfor drop-down menu) |
| Temp Loc | Select as appropriate (default is usually blank) |
| Temp Type | Select as appropriate (default is usually blank) |
| Status | Select as appropriate (default is usually In Process) |
| Stat Category | Select as appropriate (default is usually blank) |
| Enum | Add as appropriate (default is usually blank) |
| Chron | Add as appropriate (default is usually blank) |
| Year | Add as appropriate (default is usually blank) |
| Caption | Add as appropriate (default is usually blank) |
| Free text | Add as appropriate (default is usually blank) |
| Spine | Add as appropriate (default is usually blank) |
| Copy | 1 (type number) |
| Pieces | 1 (type number) |
| Folders/File Tab Click on right side to see available folders and files. | |
| Templates -- Bib | Set as appropriate (default is usually C:\voy2k1g\Catalog\Template\Bib.tem) |
| Templates -- Hldg | Set as appropriate (default is usually C:\voy2k1g\Catalog\Template\Hold.tem) |
| Templates -- Auth | Set as appropriate (default is usually C:\voy2k1g\Catalog\Template\Auth.tem) |
| Folders -- Work | Set as appropriate (default is usually blank) |
| Folders -- Template | C:\voy2k1g\Catalog\Template\ |
| Folders -- Import | Set as appropriate (default is usually h:\Export\) |
| Work Files -- Bib | Set as appropriate (default is usually blank) |
| Work Files -- Hldg | Set as appropriate (default is usually blank) |
| Work Files -- Auth | Set as appropriate (default is usually blank) |
| Save to Local File -- File | Set as appropriate (default is usually blank) |
| Character Set | None (greyed out) |
| Mapping Tab | |
| Expected Character Set of Imported Records -- Local Import | MARC 21-UTF8 |
| Expected Character Set of Imported Records -- Z39.50 Import | OCLC |
| MARC Mapping for OCR Data | Leave blank |
| Colors/Fonts Tab (Recommendations) Click on record type to see colors, click on color to select it | |
| MARC Views (Variable Fields) -- Bibliographic | Text Color: Black
Back Color: Blue |
| MARC Views (Variable Fields) -- Holdings | Text Color: Black
Back Color: Green |
| MARC Views (Variable Fields) -- Authority | Text Color: Black
Back Color: Pink |
| Font -- Name |
Arial Unicodems (select from drop-down menu) |
| Font -- Size | 12 point |
| Font -- Bold | On (check box) |
| Row Marker Symbol | Any (select from drop-down menu) |
| Record Hierarchy -- Bibliographic | Text Color: Black
Back Color: Blue |
| Record Hierarchy -- Item | Text Color: Black
Back Color: Yellow |
| Record Hierarchy -- Holdings | Text Color: Black
Back Color: Green |
| Record Hierarchy -- Bound With | Text Color: Black
Back Color: White |
| Global Heading Change Hierarchy -- Level 1: Old Heading | Text Color: Black
Back Color: White |
| Global Heading Change Hierarchy -- Level 2: New Heading | Text Color: Black
Back Color: White |
| Global Heading Change Hierarchy -- Level 3: Auth Heading | Text Color: Black
Back Color: White |
Updated 01/12/12 rah