Voyager Worksheet Information Recommendations

Cataloging/Authorities Implementation Workgroup

*****DRAFT***** 01 April 2002 *****

POLICY RECOMMENDATION

Because we have decided to continue having only one cataloging happening location for YUL we recommend the following for assigning “Operator Profiles”. Adopting this recommendation would allow staff to learn which operator last touched a particular bibliographic or holdings record, and to which unit that operator belonged, by looking in the history tab of a MARC bibliographic and holdings records in the cataloging module.

Go to SysAdmin; look under “Security”; then under “Operator Profiles”.

SysAdmin dialog boxes allow up to 25 characters for first name, and up to 25 characters for last name. However, SysAdmin will not allow more than 40 characters for first and last name combined.

We would incorporate the operator's last name with first initial, and the operator’s location in the operator profile.

Operator last name: Arts & Sciences

Operator first name: ArakawaS

Operator last name: Slavic & East European

Operator first name: ThurstonP

In “traindb” look at the history tab under Bib 47941 "Russia under Khrushchev".

The person doing Global changes might have two operator profiles, as those changes would be reflected in the history tab:

Operator last name: Catalog Management

Operator first name: TherouxM

This operator profile would be attached to a “Catalog Librarian” cataloging profile.

Operator last name: Global Change

Operator first name: TherouxM

This operator profile would be attached to the “Catalog Management Team Librarian” cataloging profile.

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SYSADMIN

1. Owning Library: Yale University Library

All locations belong to this library.

2. Cataloging Policy Group Name: Yale University Library

Our single “cataloging happening location” belong to this cataloging policy group.

NUC Code: CtY

Selected call number hierarchies:

Library of Congress

USDoc

Other

Selected Bib Dup Detection Profiles:

YL Acquisitions Conditional

YL Import Conditional (also default in Cat Mod Sess defs and prefs)

YL Merge

YL Overlay

Selected Authority Dup Profiles: YL AuthConditional

3. Cataloging Happening Location “Yale Cataloging”

Opac Display: NO

Initial default item type: book

Basic “Cataloging Profiles”

The following profiles are based on current job descriptions for various staff levels. The profiles are currently meant to be applied system-wide.

Note: for each profile the following will apply:

“Allow Bibliographic Ownership Change” will not be checked as we have only one Owning Library.

“Attach Holdings to Any Bibliographic Record” will not be checked as we have only one Cataloging Policy Group.

Acquisitions support staff will be assigned to “Support Staff Copy Cataloging”

View Only	Add	Update	Delete	View	Export
Bibliographic				X
Holdings				X
Items				X	N/A
Authority				X
MARC tag tables, Bibliographic					N/A
MARC tag tables, Holdings					N/A
MARC tag tables, Authority					N/A
Global headings replacement	NO

Support Staff Cat. Man. Team (low level: all Cs and most Ds)	Add	Update	Delete	View	Export
Bibliographic	X	X		X	X
Holdings	X	X		X	X
Items	X	X	X	X	N/A
Authority				X
MARC tag tables, Bibliographic					N/A
MARC tag tables, Holdings					N/A
MARC tag tables, Authority					N/A
Global headings replacement	NO

Support Staff Cat. Man. Team (high level: one or two Ds)	Add	Update	Delete	View	Export
Bibliographic	X	X	X	X	X
Holdings	X	X	X	X	X
Items	X	X	X	X	N/A
Authority	X		X	X
MARC tag tables, Bibliographic					N/A
MARC tag tables, Holdings					N/A
MARC tag tables, Authority					N/A
Global headings replacement	NO

Catalog Management Team Librarian	Add	Update	Delete	View	Export
Bibliographic	X	X	X	X	X
Holdings	X	X	X	X	X
Items	X	X	X	X	N/A
Authority	X	X	X	X
MARC tag tables, Bibliographic				X	N/A
MARC tag tables, Holdings				X	N/A
MARC tag tables, Authority				X	N/A
Global headings replacement	YES

Support Staff Copy Cataloging	Add	Update	Delete	View	Export
Bibliographic	X	X		X	X
Holdings	X	X		X	X
Items	X	X	X	X	N/A
Authority	X			X
MARC tag tables, Bibliographic					N/A
MARC tag tables, Holdings					N/A
MARC tag tables, Authority					N/A
Global headings replacement	NO

Catalog Librarian	Add	Update	Delete	View	Export
Bibliographic	X	X	X	X	X
Holdings	X	X	X	X	X
Items	X	X	X	X	X
Authority	X	X	X	X
MARC tag tables, Bibliographic				X	N/A
MARC tag tables, Holdings				X	N/A
MARC tag tables, Authority				X	N/A
Global headings replacement	NO

Catalog Librarian (MARC)	Add	Update	Delete	View	Export
Bibliographic	X	X	X	X	X
Holdings	X	X	X	X	X
Items	X	X	X	X	N/A
Authority	X	X	X	X
MARC tag tables, Bibliographic	X	X	X	X	N/A
MARC tag tables, Holdings	X	X	X	X	N/A
MARC tag tables, Authority	X	X	X	X	N/A
Global headings replacement	NO

Serials Support	Add	Update	Delete	View	Export
Bibliographic				X
Holdings	X	X		X