Cat Auth Final

# Situation Name Situation Description Record # Objective Orbis? #               Notes
  Importing Records From Different Sources     Test system's ability to download MARC bibliographic and authority records from a variety of sources, in real time without using third-party software, both singly and in batches                    
1 RLIN Import a single bibliographic record from RLIN     Y/N 1                
2   Import multiple bibliographic records from RLIN simultaneously     N 2                
3   Import a single authority record from RLIN     Y/N 3                
4   Import multiple authority records from RLIN simultaneously     N 4                
5 OCLC Import a single bibliographic record from OCLC     Y/N 5                
6   Import multiple bibliographic records from OCLC simultaneously     N 6                
7   Import a single authority record from OCLC     Y/N 7                
8   Import multiple authority records from OCLC simultaneously     N 8                
9 Resource file on Yale server (e.g. LTLC)       Y 9                
10 Resource file on staff workstation (e.g. floppy or CD-ROM) Does the system support importing records from a workstation based resource, e.g., a CD of MARC records? If possible, demo loading bibl and auth records from a workstation based resource to the library database. Demo importing individual records and groups of records.     N 10                
11 Z39.50 site Import a single bibliographic record from a Z39.50 site     N 11                
12   Import multiple bibliographic records simultaneously from a Z39.50 site     N 12                
13   Import a single authority record from a Z39.50 site     N 13                
14   Import multiple authority records simultaneously from a Z39.50 site     N 14                
15 Multiple Z39.50 sites Broadcast a search over multiple Z39.50 sites and import a single bibliographic record     N 15                
16   Broadcast a search over multiple Z39.50 sites and import a batch of bibliographic records from various sites simultaneously     N 16                
                             
  Importing All Bibliographic Formats     Test system's ability to import records in all 7 MARC bibliographic formats                    
17 Book format Import a book format record     Y 17                
18 Serial format Import a serial format record     Y 18                
19 Music format Import a music format record     Y 19                
20 Map format Import a map format record     Y 20                
21 Visual material format Import a visual material format record     Y 21                
22 Computer file format Import a computer file format record     Y 22                
23 Mixed material format Import a mixed material format record     Y 23                
                             
  Importing All Authority "Formats"     Test system's ability to import MARC authority records for all heading types                    
24 Personal name Import a personal name record (100) n 81018450   Y 24                
25 Personal name/title Import a personal name/title record (100$t) n 85199788   Y 25                
26 Personal name/title series Import a personal name/title series record (100$t)     Y 26                
27 Corporate name Import a corporate name record (110) n 79043367   Y 27                
28 Corporate name/title Import a corporate name/title record (110$t) with a 510$k n 84036910   Y 28                
29 Corporate name/title series Import a corporate name/title series record (110$t) n 84709497   Y 29                
30 Conference name Import a conference name record (111) n 88053212   Y 30                
31 Conference name/title Import a conference name/title record (111$t) n 80012295   Y 31                
32 Conference name/title series Import a conference name/title series record (111$t) n 91041605   Y 32                
33 Uniform title Import a uniform title record (130) n 97820330   Y 33                
34 Uniform title series Import a uniform title series record (130)     Y 34                
35 Jurisdiction name record Import a jurisdiction name record (151) with a 781 field n 80062931   Y 35                
36 Family name subject Import a family name subject record (100) sh 85127891   Y 36                
37 Corporate name subject Import a corporate name subject record (110) sh 86005628   Y 37                
38 Topical subject Import a topical subject record (150) with $v subdivision sh 85043514   Y 38                
39 Geographic area subject Import a geographic area subject record (151) with a 781 field and a 670 field with latitude/longitude symbols sh 00005504   Y 39                
40 Form/genre Import a form/genre record (155)     Y 40                
41 Topical subdivision Import a topical subdivision record (180) sh 99002086   N 41                
42 Geographic subdivision Import a geographic subdivision record (181) sh 99001185   N 42                
43 Form subdivision Import a form subdivision record (185) sh 99001647   N 43                
44 Reference record Import a reference record (150) sh 85023267   Y 44                
                             
  Importing Records Without Losing Data     Test system's ability to import MARC bibliographic and authority records without loss of essential data                    
45 Long record Import a long bibliographic record (RLIN) CTYV85-A36   Y 45                
46   Import a long authority record no 90026704   Y 46                
47 Long field Import a bibliographic record with a long field (RLIN) CTYAFNF2729-B   Y 47                
48   Import an authority record with a long field n 80012295   Y 48                
49 Repeated fields Import a bibliographic record with many repeated fields RLIN CTYS89-R75   Y 49                
50   Import an authority record with many repeated fields n 79072979   Y 50                
51 Diacritics Import a bibliographic record with diacritics (e.g. Vietnamese) 010=99911790 or RLIN CTYAFMD2614-B   Y 51                
52   Import an authority record with diacritics (e.g. Russian) n 94081634   Y 52                
53 Musical symbols Import a bibliographic record with a musical symbol (e.g. flat) RLIN CTYS87-C3626   Y 53                
54   Import an authority record with a musical symbol (e.g. sharp represented by a pound sign) nr 94020473   Y 54                
55 Digraphs Import a bibliographic record with a digraph OCLC ocm11190439   Y 55                
56   Import an authority record with a digraph no 91024854   Y 56                
57 Lowercase script L Import a bibliographic record with a lowercase script L RLIN MAHGBID53233-B   N 57                
58 Superscripts Import a bibliographic record with superscript characters RLIN CTYAFMV9973-B   Y 58                
59 Subscripts Import a bibliographic record with subscript characters   Y 59                
60 URLs Import a bibliographic record containing multiple URLs (856 fields) YALE ORBIS FKF5078   Y 60                
61 New characters Question: LC, RLIN, & OCLC are implementing 13 MARBI-approved characters in Jan. 2001: spacing circumflex, spacing underscore, spacing grave, opening curly bracket, closing curly bracket, spacing tilde, degree sign, lowercase script L (already supported in RLIN), phono copyright mark, copyright mark, sharp (i.e. true sharp, not pound sign), inverted question mark, and inverted exclamation mark. Does this system support import and export of these characters?     Y 61                
62 ALA character set Question: does this system support import and export of the full ALA extended character set?     Y 62                
63 Limits on length Question: are this system's limitations on record, field, and subfield length consistent with MARC standards?     N 63                
                             
  Importing and Overlaying Existing Records     Test system's ability to overlay existing MARC bibliographic and authority records, completely or partially, when importing                    
64 Full record overlay Import a bibliographic record and use it to completely overlay an existing record (e.g. GEAC record)     Y 64                
65   Import an authority record and use it to completely overlay an existing record     Y 65                
66 Partial record overlay Import a bibliographic record and use it to partially overlay an existing record, preserving selected fields in the existing record (e.g. 090, 590, 6xx 4)     N 66                
67   Import an authority record and use it to partially overlay an existing record, preserving selected fields in the existing record (e.g. 090, 64x $5CtY, 690)     N 67                
68   Import records and overlay just holdings information in matching database records.       68                
69 Customized overlaying Show whether parameters for overlaying records can be customized at the systemwide, unit, and workstation levels     N 69                
  Data Manipulation During Importing     Test system's ability to automatically strip out unwanted incoming data, change incorrect incoming data, or add new data when importing MARC bibliographic records                    
70 Strip obsolete indicators Import a bibliographic record, automatically stripping out obsolete indicators (e.g., 260 1st indicator 0; 2nd indicator 0 in name headings in 1xx, 7xx, 8xx fields)     N 70                
71 Strip local fields and headings Import a bibliographic record, automatically stripping out the local fields and headings (e.g. 590, 6xx 4, fields with $5)     N 71                
72 Strip other specified fields and subfields Import a bibliographic record, automatically stripping out cataloger-specified fields and subfields (e.g. 035 and 6xx$7 fields)     N 72                
73 Change obsolete indicators Import a bibliographic record, automatically changing 1st indicator 2 to 1 in x00 headings     N 73                
74 Change obsolete tags Import a bibliographic record for a sound recording, automatically changing the obsolete 262 tag to a 260 tag and the obsolete 305 tag to a 300 tag RLIN MDJS7351251-R   N 74                
75 Change obsolete subfields Import a bibliographic record for a score, automatically moving the obsolete 260 $d to an 028 field RLIN CSCW496207-C   N 75                
76 Change record format Import a record in computer file format (for an electronic journal) and change it to serials format during importing; show whether system prompts cataloger with new fixed and variable fields to be filled in     N 76                
77 Add field Import a bibliographic record for an electronic journal from a vendor, automatically creating a URL in an 856 field     N 77                
78 Customized automatic data manipulation capabilities Show how these data manipulation capabilities can be customized at the systemwide, unit, and workstation levels     N 78                
                             
  Batch Searching     Test system's ability to run batch searches against external file sources for MARC bibliographic and authority records residing in local files                    
79 RLIN Can the system search a group of records in from the local file against RLIN, OCLC, and a locally mounted resource file? For example, can the system search minimal records created at the time or order against a database of fully cataloged records? If so, demonstrate this ability for group of bibliographic and a group of authority records. Where are matching records loaded?     N 79                
80 Customized batch searching capabilities Show whether these batch searching capabilities can be customized at the systemwide, unit, and workstation levels     N 80                
                             
  Exporting Records to a Local File     Determine whether system permits staff to tag MARC bibliographic and authority records for export to a local file, both singly and in batches                    
81   Tag a single bibliographic record for export to a local file     Y 81                
82   Select a batch of bibliographic records and simultaneously tag them for export to a local file     N 82                
83   Tag a single authority record for export to a local file     Y 83                
84   Select a batch of authority records and simultaneously tag them for export to a local file     N 84                
                             
  Exporting Records Directly to Utilities     Determine whether system permits staff to tag MARC bibliographic and authority records for export to utility, both singly and in batches                    
85   Tag a single bibliographic record for export to a utility     N 85                
86   Select a batch of bibliographic records and simultaneously tag them for export to a utility     N 86                
87   Tag a single authority record for export to a utility     N 87                
88   Select a batch of authority records and simultaneously tag them for export to a utility     N 88                
# Situation Name Situation Description Record # Objective Orbis? # Notes
    Note: Demonstrate all situations in the Searching section without leaving the cataloging module: Records to be supplied by Yale        
  General Heading Searching            
1 Universal headings index Do a single search that applies to all access points in bibliographic and authority records   Determine if a universal search like the NOTIS "jx" search is available Y 1  
2 Bibliographic headings index Do a single search that applies to all access points in bibliographic records only     N 2  
3 Authority headings index Do a single search that applies to all access points in authority records only   Determine if a universal search like the NOTIS "fx" search is available Y 3  
4 Customized headings indexes Show whether the MARC fields included in these merged heading indexes can be customized at the systemwide, unit, and workstation levels     N 4  
5 Display Do a search that will retrieve records in various bibliographic formats and at various bibliographic levels (including acquisition and circulation records); display the results and show: • the search string • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)     Y 5  
6 Customized display Show whether an index display can be customized at the systemwide, unit, and workstation levels by: • changing the elements and order of elements within each entry • changing the order in which the entries are listed     N 6  
7 Heading truncation Do a search using the first half of a heading only; show whether truncation is automatic or must be supplied by staff     Y 7  
8 Re-executing searches Re-execute a search without retyping the search string and with minimal use of the mouse   Determine if it is possible to easily re-execute a search Y 8  
9 Modifying searches Modify a search string and re-execute it without retyping the string and with minimal use of the mouse   Determine if a search string can be easily modified and re-executed Y 9  
10 Redirecting searches Redirect a search from a cross-reference   Determine whether and how searches can be redirected from cross-references Y 10  
11 Limiting results Do a heading search and limit results by each of the following: format date of publication language library location     Y 11  
12 Boolean operators Do a heading search using Boolean operators     N 12  
13 Dynamic indexing Enter a new record into the system and do a heading search for that record.   See if new records are immediately indexed for heading searches Y 13  
14 " Delete an existing record and do a heading search for that record.   See if deleted records are immediately removed from heading indexes Y 14  
15 100 or less Do a search that retrieves fewer than 100 entries and show how the search results display. Show how the result set sort can be changed.   Determine display format for a small number of retrievals   15  
16 100-5000 Do a search that retrieves between 100 and 5,000 entries and show how the search results display. Show how the result set sort can be changed.   Determine display format for a medium number of retrievals   16  
17 5000 or more Do a search that retrieves more than 5,000 entries and show how the search results display. Show how the result set sort can be changed.   Determine whether system supports large numbers of retrievals; if so, determine display format N 17  
18 No results Do a search that retrieves no records; show the resulting display   Determine whether an informative message is displayed when a search retrieves no results; determine whether message is accompanied by browsable index of closest results found Y/N 18  
19 Upper limit Display the results of a search that exceeds the upper limit of retrievals allowed by the system   Determine whether system has an upper limit of retrievals; determine whether an informative message is displayed when search results exceed this limit Y 19  
20 Condense and expand display Condense and expand a display of search results with minimal use of the mouse.   Determine whether search results can be easily displayed in condensed and expanded formats Y 20  
21 Punctuation Do a search for each of the following, with punctuation included in the search string; repeat with punctuation omitted: Yale College (1718-1887) --Huesped de las nieblas-- Homer's ancient readers Collection "Cacahouettes" E., A. B. C. D.   Determine whether punctuation may be included or omitted in search strings; determine whether punctuation displays in search results Y/N 21  
22 Diacritics Do a search for each of the following, with diacritics included in the search string [they do not display below]; repeat with diacritics omitted: Istoriia russkoi kul’tury Ctvero muzsk’ych sbor u moravsk’ych Turk edebiyat|nda hiciv ve mizah siirleri   Determine whether diacritics may be included or omitted in search strings; determine whether diacritics display in search results Y/N 22  
23 Special characters Do a search for each of the following, with the special characters included in the search string; repeat with the special characters omitted: Sonata in Eb for trombone and piano [flat sign] Symphony no. 5, C# minor [sharp sign] Exercises & etudes [ampersand] L'śuvre claire [digraph]   Determine whether special characters may be included or omitted in search strings; determine whether special characters display in search results Y/N 23  
24 Initial articles Do a search on the word "the" to retrieve the following four titles: The The the Le thé au harem d'Archi Ahmed THE journal (Online)   Determine whether searches can be performed using words that function as a non-filing initial articles in certain languages (designated as "stopwords" in some systems) Y 24  
25 Stopwords Show whether the system has a default list of stopwords. Can the list be deleted or edited locally?     Y 25  
  General Keyword Searching            
26 Universal keyword index Do a keyword search that applies to both bibliographic and authority records     N 26  
27 Bibliographic keyword index Do a keyword search that applies to bibliographic records only     Y/N 27  
28 Authority keyword index Do a single keyword search that applies to authority records only     N 28  
29 Customized keyword indexes Can the MARC fields included in these keyword indexes be determined locally?     Y/N 29  
30 MARC field keyword indexes Do a keyword search limited to a specific MARC field. Can any field be specified, including fixed and variable fields?     Y/N 30  
31 Keyword truncation Do a keyword search using truncation; show whether the system supports initial, middle, and final truncation     Y/N 31  
32 Limiting results Do a keyword search and limit results by each of the following: format date of publication language library location     Y/N 32  
33 Boolean operators Do a keyword search using Boolean operators     Y/N 33  
34 Proximity operators Demonstrate the use of proximity operators in keyword searching (e.g. adjacent, within 3 words, etc.)     Y/N 34  
35 Dynamic indexing Enter a new record into the system and do a keyword search for that record.   See if new records are immediately indexed for keyword searches N 35  
36 " Delete an existing record and do a keyword search for that record.   See if deleted records are immediately removed from keyword indexes N 36  
  Name Searches            
37 Display Do a search for "Shakespeare, William"; display the results and show: • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)   Determine which elements are displayed in each entry; determine if the entries are ordered in a meaningful way Y 37  
38 Universal name search Do a search for "Shakespeare, William" that will retrieve the heading from any field in a bibliographic record (100, 600, 700, 800) or an authority record (100, 400, 500)   Determine if it is possible to do a universal name search N 38  
39 Authority name search Do a search for "Shakespeare, William" that will retrieve authority records only     Y 39  
40 Name as author search Do a search for "Shakespeare, William" that will retrieve the heading used only as an author (100, 700, 800)   Determine if it is possible to search a name as an author only Y 40  
41 Personal name search past $a Search for the following name using the entire heading: Henry VIII, King of England, 1491-1547   Determine if it is possible to search past subfield $a in a heading (the other two headings that start with "Henry" should not be retrieved) Y 41  
42 Personal name filing past $a Do a single search that will bring up the following headings; explain the order of the search results: Smith, John, 1563-1616 Smith, John, d. 1684 Smith, John, Sir, ca. 1534-1607 Smith, John A. (John Angus), 1936- Smith, John, fl. 1633-1673 Smith, John, gent. Smith, John L., b. 1846   Determine whether it is possible to make subfield $a the primary filing element and other subfields ($q, $c, and $d) the secondary filing elements; e.g. can "Smith, John,$dfl. 1633-1673" file before "Smith, John A.$q(John Angus),$d1936-"? N 42  
43 Corporate name index Question: Is there a separate corporate name index?     N 43  
44 Corporate name search past $a Search for the following corporate name using the entire heading: United States. Congress (97th, 2nd session : 1982)   Determine if it is possible to search past subfield $a in a corporate name heading (the other headings starting with "United States. Congress" should not be retrieved) Y 44  
45 Conference name index Question: Is there a separate conference name index?     N 45  
46 Conference name search past $a Search for the following conference name using the entire heading: Expo arte (10th : 1985 : Bari, Italy)   Determine if it is possible to search past subfield $a in a conference name heading (the other heading starting with "Expo arte" should not be retrieved) Y 46  
  Name/Title Searches            
46 Display Do a name/title search; display the results and show: • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)   Determine which elements are displayed in each entry; determine if the entries are ordered in a meaningful way   46  
47 Universal name/title search Search for the following name/title in both bibliographic and authority records using the entire heading: Mozart, Wolfgang Amadeus, 1756-1791. Zauberflöte Show whether the 100/245 interfiles with the 100/240, 600/$t, 700/$t, and 800/$t in the search results.   Determine whether it is possible to go directly to a specific title in an alphabetical index for a prolific author or composer; determine whether it is possible to retrieve titles in all fields; determine whether each index entry displays the MARC tag that contains the title. Y 47  
48 Name/title redirect Repeat the name/title search using the entire cross-reference: Mozart, Wolfgang Amadeus, 1756-1791. Magic flute Redirect the search using the "see" reference; show whether the 100/245 interfiles with the 100/240, 600/$t, 700/$t, and 800/$t in the search results.   Determine how well the reference structure works for name/title searches; determine if the redirect retrieves all instances of the name/title. Y 48  
49 Name/title authority search Search for the following name/title in authority records only using the entire heading: Mozart, Wolfgang Amadeus, 1756-1791. Zauberflöte       49  
50 Personal name/title search past $a Search for the following name/title using the entire heading: Bach, Johann Sebastian, 1685-1750. Suites, violincello, BWV 1009, C major; arr.   Determine whether it is possible to search past subfields $a and $t to go directly to a specific title in an alphabetical index for a prolific author or composer Y 50  
51 Corporate name/title search past $a Search for the following corporate name/title using the entire heading: British Library. Manuscript. Additional 12172, fol. 55b-64   Determine whether it is possible to search past subfield $a in a corporate name/title search Y 51  
  Title Searches            
52 Display Do a title search; display the results and show: • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)   Determine which elements are displayed in each entry; determine if the entries are ordered in a meaningful way   52  
53 Universal title search Do a title search that will retrieve both bibliographic and authority records; show whether the 245 interfiles with the 130, 246, 440, 630, 730, 740, and 830 in the search results.   Determine if it is possible to do a universal title search   53  
54 Title authority search Do a title search that will retrieve authority records only       54  
55 Uniform title search past $a Search for the following uniform title using the entire heading: Bible. O.T. Amos. English. Soggin-Bowden. 1987   Determine whether it is possible to search past subfield $a in a uniform title search   55  
56 Series uniform title search past $a Search for the following series uniform title using the entire heading: Mapa mundi (Series). Series A, Spanish church music   Determine whether it is possible to search past subfield $a in a series uniform title search   56  
  Subject Searches            
57 Display Do a subject search on "American fiction"; display the results and show: • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)   Determine which elements are displayed in each entry; determine if the entries are ordered in a meaningful way Y 57  
58 Universal subject search Do a universal subject search that applies to all subject tags (600, 610, 650, etc.) and all subject heading types (e.g. LC, MESH, and local) in both bibliographic and authority records   Determine if it is possible to do a universal subject search Y 58  
59 Local subject search Search for "Kipling, Rudyard" as a local subject heading in order to retrieve: Kipling, Rudyard, 1865-1936--Bookplate   Determine if it is possible to search local subject headings as a separate index; the second Kipling record should not be retrieved Y 59  
60 MESH search Do a search that is limited to MESH headings   Determine if it is possible to search MESH subject headings as a separate index Y 60  
61 Subject tag searches Show whether it is possible to search the subject heading "Bible" as a personal name only, a corporate name only, a title only, and a topic only.   Determine if it is possible to search different subject heading tags (600, 610, 630, 650) as separate indexes N 61  
62 Subdivided subject search Do a search for the subject heading "Shakespeare, William, 1564-1616--Criticism and interpretation"; include at least part of the subdivision in the search string   Determine whether it is possible to search a subject with a subdivision Y 62  
63 Subject authority search Do a search that will retrieve subject authority records only   Determine whether it is possible to search subject authority records as a separate index   63  
64 Lookalike subject authority records Do an authority record search for a word that can function as a subject heading, a topical subdivision, and a form subdivision: 180 $x Periodicals 185 $v Periodicals 150 $a Periodicals   Determine whether authority records for headings can be distinguished from those for subdivisions Y 64  
65 Blind references Do a search for a subject heading which is not in any bibliographic records but is a "see also" cross-reference in an authority record   Determine whether blind references can display to staff Y 65  
66 Narrower terms display Do a search under a broader term (e.g. "Dog breeds") and show whether a list of "see also" narrower terms displays (e.g. "Collie", etc.)   Determine whether narrower terms display to staff Y 66  
  Genre Searches            
67 Genre search Do a form/genre heading (655) search; display the results and show: • the elements included in each entry (e.g. name, title, date of publication, format, MARC tag, etc.) • the order of entries (e.g. alphabetical, chronological, etc.)   Determine whether the form/genre field is separately indexed N 67  
68 Subdivided genre search Do a search for the genre heading "Annotations (Provenance)--16th century"; include at least part of the subdivision in the search string   Determine whether it is possible to search a genre heading with a subdivision Y 68  
  Number Searches            
69 Local system number Do a search for a local system-assigned number     Y 69  
70 OCLC number Do a search for an OCLC number     Y 70  
71 RLIN number Do a search for an RLIN number     Y 71  
72 ISBN Do a search for a ISBN (020 field) • with the spaces and hyphens included • with the spaces and hyphens omitted       72  
73 ISSN Do a search for a ISSN: • in a 022 field in a serial bib record • in a 4XX field in a monographic bib record • in a 022 field in a series authority record • with the hyphen included • with the hyphen omitted       73  
74 LCCN bib Do a search for a LCCN (010 field) in a bibliographic record: • old-style (pre-2001 number) • new style (2001 number)     Y 74  
75   Do a search for old-style LCCNs (010 field) in bibliographic records with a prefix, a suffix, and a revision date: • map66-1018 • 63-25077/L • 74-26647//r852     Y 75  
76 LCCN aut Do a search for a LCCN (010 field) in an authority record: • old-style (pre-2001 number) • new-style (2001 number) • old-style subject (pre-2001 number) • new-style subject (2001 number)     Y 76  
77 ISMN Do a search for a ISMN (024 2 field): M-008-06094-6     N 77  
78 Music number Search for these plate/publisher’s numbers with and without the punctuation and/or spaces: G.D. 1276 A. L. 16,634 D&F 14522 13007 LW (Note: the 028 has: Universal Edition No. 13007 LW)   Determine if it is possible to search by music number; determine how spacing and punctuation affect the search.   78  
79 UPC Do a search for a UPC code for a sound recording (024 1 field): 7464425272   Determine if it is possible to search by UPC code for sound recordings.   79  
  Shelflisting            
80 LC call numbers Do a search that is limited to LC call numbers only     Y 80  
81 Local call numbers Do a search that is limited to local call numbers only     Y 81  
82 SuDoc call numbers Do a search that is limited to SuDoc call numbers     Y 82  
83 Limiting results Do a call number search and limit the results to a specific library location     Y 83  
84 Dynamic shelflist indexing Enter a new call number into the system and browse the shelflist index to find it.   Determine if new call numbers are immediately indexed for shelflisting ? 84  
85   Delete a record (or its call number) and search by that call number   Determine if a deleted call number is immediately removed from the shelflist index ? 85  
86 No results Show the display for a call number search for which no results are found.   Determine whether the system generates an informative message when there are no results of a call number search; determine if a browsable index displays when there are no results of a call number search. Y 86  
87 Specific class number Do a search for a specific class number (e.g., ML410)   Determine if the results are ordered alphabetically Y 87  
88 Subdivided class number Do a search for a specific class number that is subdivided (e.g., M457, M457.2, M457.4)   Determine if each number is ordered in a separate sequence or interfiled   88  
89 Volume numbers Do a search for a specific class number that has many volume numbers in it: MT95 A946+ no. 1 MT95 A946+ no. 11 MT95 A946+ no. 104 MT95 A946+ no. 118 MT95 A946+ no. 196 MT95 A946+ no. 2 MT95 A946+ no. 29   Determine if the search results are ordered numerically or decimally   89  
90 Truncated call number searching Do a call number search for a specific call number (ML410 B415 B4) for which you get a direct hit. ML410 B415 B4 ML410 B415 B41 ML410 B415 B416 ML410 B415 B417 ML410 B415 B42 ML410 B415 B455   To check the browsability of the index Does this search also retrieve call numbers that begin with that class number and 1st cutter with two or more subsequent cutter numbers?   90  
91 Capitalization Show how upper and lower case letters display in the search results: Db1 94 Mt10 B641+ oL 100 Cc22 212L Vje D341 MbLB194   Determine if the call number search is case sensitive. Determine if upper and lower case letters display in the search results. N 91  
  Call Numbers with Special Characters and Punctuation     Determine if the character must be included in the search string; determine whether the character displays in the search results.      
92 Greek letters Do a call number search that includes a Greek letter (e.g., delta)       92  
93 Plus sign Do a call number search that includes a plus sign (indicating oversized): Z4 +B64 (LC)       93  
94 Trailing X Do a call number search that includes a trailing X in the cutter: PQ1 D365X 1986       94  
95 Colon Do a call number search that includes a colon: L11 +A53 7:5 (LC) M219.5 T268+ TWV41:G10 M219.5 T268+ TWV41:fis2 F#min. Film B6729:4       95  
96 Hyphen Do a call number search that includes a hyphen: M219.3 B1172+ op.15 no.3-4 M219.5 M939+ K.6-7 1764a HA1 A53 1-65 (LC) HA1 +A53 66- (LC) M221 M939+ K.374a-b       96  
97 Slash Do a call number search that includes a slash: CD/AR/ Cd3 112/3       97  
98 Parentheses Do a call number search that includes parentheses: CD4 G381 (1935)       98  
99 Ampersand Do a call number search that includes an ampersand: CD21 G696 M&A677       99  
100 Complicated punctuation Do a call number search that includes complicated punctuation: C 21.2:IN 3/3/2000-2005 HE 20.7616:       100  
101 Flat sign Do a call number search that includes a flat sign: M226 C824+ Bbmaj.[the "b" should be a flat sign]       101  
102 Sharp sign Do a call number search that includes a sharp sign: M244 C549 N7+ C#min       102  
103 Superscript Do a call number search that includes a superscript character: T 536A (4o) [the "o" is superscript]       103  
  Other Indexes            
104 Customized indexes Question: Can all indexing decisions be determined locally?     N 104  
105 Indexable fields Question: Can any field be indexed as both keyword and heading (e.g. 510 field)?     N 105  
106 Number of indexes Question: Is there a limit to the number of indexes that can be defined?     Y 106  
# Situation Name Situation Description Objective Orbis? #
  Navigating Within Record Display a multi-screen bibliographic record and a multi-screen authority record and do the following: Determine whether staff can easily navigate within bibliographic records, both using keystrokes and using a mouse    
1 Fixed field to fixed field Advance the cursor from one fixed field to the next without using a mouse; do the same in reverse   Y 1
2   Repeat using a mouse   Y 2
3 Line to line within fixed fields Position the cursor at the beginning of the first line of fixed fields; move to the beginning of the next line of fixed fields without using a mouse; do the same in reverse   N 3
4   Repeat using a mouse   Y 4
5 Single fixed field Jump directly to a single fixed field without using a mouse   N 5
6   Repeat using a mouse   Y 6
7 Word to word Advance cursor from word to word in the variable fields without using a mouse; do the same in reverse   Y 7
8   Repeat using a mouse   Y 8
9 Subfield to subfield Advance cursor from subfield to subfield within the variable fields without using a mouse; do the same in reverse   N 9
10   Repeat using a mouse   Y 10
11 Tag to tag Advance cursor from tag to tag in the variable fields without using a mouse; do the same in reverse   Y 11
12   Repeat using a mouse   Y 12
13 Single tag Jump directly to a specific tag in the variable fields without using a mouse   N 13
14   Repeat using a mouse   Y 14
15 Single line Jump directly to a single line within a long variable field without using a mouse   N 15
16   Repeat using a mouse   Y 16
17 End of field Jump directly to the end of a variable field without using a mouse; return cursor to beginning of field   Y 17
18   Repeat using a mouse   Y 18
19 Bottom of screen Jump directly to the bottom of the screen without using a mouse; return cursor to top of screen   Y 19
20   Repeat using a mouse   Y 20
21 Next screen Jump directly to the next screen without using a mouse; return cursor to previous screen   Y/N 21
22   Repeat using a mouse   N 22
23 End of long record Jump directly to the end of a multiscreen record without using a mouse; return cursor to beginning of record   N 23
24   Repeat using a mouse (e.g. by scrolling)   N 24
           
  Navigating To Associated Records Display a bibliographic record that has multiple holdings, item, and order records attached to it. Without leaving the cataloging module, do the following: Determine whether staff can easily navigate between a bibliographic record and its associated records    
25 Holdings records Move from the bibliographic record to its associated MFHD records; return   Y 25
26 Item records Move from a bibliographic record to its associated item records; return   Y 26
27 Order records Move from a bibliographic record to its associated order records; return   Y 27
           
  Record Display Display a bibliographic record that includes an 006 field, 007 field and several multi-line variable fields. Display an authority record that includes a note for public display and several multi-line variable fields. Do the following: Determine options for bibliographic record display; determine whether display can be easily customized to create defaults at the systemwide, unit, and workstation levels    
28 Collapse fixed fields Collapse the fixed field display (including for the bibl record the 006 and 007); expand it back to its original size   N 28
29 Collapse variable fields Collapse the variable field display (e.g. display first line of each field only); expand it back to its original size   N 29
30 Window size Shrink the size of the window; expand it back to its original size; show whether the record fills the entire window as the screen size changes   Y 30
31 Public display Display the records in public mode using the same window; return to staff mode display   Y/N 31
32   Display the records in public mode by opening it in a second window; return to staff mode display   N 32
33 Color Change color of text and background   Y 33
34 Font Change size and type of fonts   Y 34
35 Levels of customized displays Create customized default displays at the systemwide, unit, and workstation levels   Y/N 35
36 Display both bibliographic and authority records together Display an authority record and all bibliographic records in which the headings for the authority record occur.     36
           
  Deriving New Records   Determine whether new bibliographic and authority records can be derived from existing records, both using keystrokes and using a mouse. Determine whether staff can customize record-deriving capabilities.    
37 Derive/cancel Derive a new bibliographic and authority record from an existing record without using a mouse; before saving the record, cancel the derive   Y 37
38 Derive/save Repeat the derive using a mouse; save the record; show whether the system automatically generates a "record derived" message; show whether local fields are carried over to the new record     38
39 Customized deriving Customize record-deriving parameters (e.g. reverse the treatment of local fields above: if they were carried over, make it so they won't carry over; if they were not carried over, make it so they will do so); derive the same record again.   N 39
40 Levels of customized deriving Show whether record-deriving capabilities can be customized at the systemwide, unit, and workstation levels   N 40
41 Automatic generation of authority records Automatically generate a new authority record using a heading for a compound surname in a bibliographic record; show whether an appropriate cross-reference is created from the second surname; show whether a 670 is created.   N 41
           
  Blank Workforms   Determine whether blank workforms are available for all 7 MARC bibliographic formats; determine whether blank workforms can be called up and cancelled both using keystrokes and using a mouse    
42 Book format Call up a blank workform for a new book format record without using a mouse; cancel the workform   Y 42
43   Repeat using a mouse   N 43
44 Serial format Call up a blank workform for a new serial format record without using a mouse; cancel the workform   Y 44
45   Repeat using a mouse   N 45
46 Music format Call up a blank workform for a new music format record without using a mouse; cancel the workform   Y 46
47   Repeat using a mouse   N 47
48 Map format Call up a blank workform for a new map format record without using a mouse; cancel the workform   Y 48
49   Repeat using a mouse   N 49
50 Visual material format Call up a blank workform for a new visual materials format record without using a mouse; cancel the workform   Y 50
51   Repeat using a mouse   N 51
52 Computer file format Call up a blank workform for a new computer file format record without using a mouse; cancel the workform   Y 52
53   Repeat using a mouse   N 53
54 Mixed material format Call up a blank workform for a new mixed material format record without using a mouse; cancel the workform   Y 54
55   Repeat using a mouse   N 55
56 Authority record Call up a blank workform for a new authority record without using a mouse; cancel the workform     56
57   Repeat using a mouse     57
           
  Customized Workforms For bibliographic and authority records: Determine whether workforms can be customized for use at the systemwide, unit, and workstation levels; determine whether staff can create multiple customized workforms; determine whether customized workforms can be shared    
58 Customized workform Create a customized workform; make it the default workform for that workstation   N 58
59 Multiple customized workforms Create multiple customized workforms and save them for later use at that workstation; show how to select one workform out of many   N 59
60 Sharing customized workforms Share a customized workform with another staff member to avoid duplication of effort   N 60
61 Levels of workform customization Create customized workforms for use at the systemwide, unit, and workstation levels     61
62 Authority record workform Create a customized workform for a particular heading type, e.g., series.     62
           
  Inputting New Records Call up a blank book format workform and do the following for a bibliographic record. Call up a blank authority record workform and do the following: Determine the ease with which a new bibliographic record can be input    
63 Fixed fields input Input the fixed field values; show whether the cursor advances automatically as each field is filled (keystroke-saving measure)   Y 63
64 System-supplied fixed fields Show which fixed field values are system-supplied; show whether cursor automatically skips over these fixed fields during input; try to edit a system-supplied value to show whether it is system-protected; show whether system-protected values are differentiated somehow in the record display   Y 64
65 Variable fields input Input multiple variable fields (e.g. 020, 040, and 100 fields) by starting each field on a new line; show whether end-of-field markers are system-supplied; show whether the cursor can easily be advanced to the beginning of the next line to start a new field during input   Y/N 65
66 Wrapping a single field Input a multi-line variable field (e.g. long 245 field; long 670 field); show whether the system automatically wraps the text as you type   Y 66
67 Wrapping multiple fields ("stacking") Input multiple variable fields (e.g. 260, 300, and 504 fields; 100, 400 and 670 fields) as continuously wrapped text, without starting a new line for each field   Y 67
68 Saving new records Save the record; show whether the system automatically generates a "record created" message; show whether the "stacked" fields are automatically redisplayed in standard left-justified format   Y 68
69 Heading verification Verify a heading in a new bibl record against the authority records.   N 69
70   If verification fails, can a preliminary authority record be created automatically?   N 70
           
  Updating Records Using the same bibliographic and authority records, do the following: Determine the ease with which an existing bibliographic record can be updated    
71 Record locking Update the record by editing one of the fields; if the record must be locked during update, show how locking and unlocking functions work   N 71
72 Saving updated record Save the updated record; show whether the system automatically generates a "record updated" message     72
           
  System-Supplied Characters Using the same bibliographic and authority records, do the following: Determine whether the system can facilitate basic inputting tasks by automatically supplying required characters    
73 System-supplied default indicators Input a field (e.g. 100 field) without its required indicator; save the record; show whether the system supplies a default indicator; change the default indicator   Y 73
74 System-supplied LCCN characters Input an 010 field in the bibl record by typing in an LCCN exactly as it appears on the item being cataloged; save the record and show whether the system automatically supplies the missing required characters   N 74
           
  Reordering Fields Using the same bibliographic and authority record, do the following: Determine whether staff can easily reorder fields manually; determine whether the system can reorder fields automatically; determine whether staff can customize and override automatic field ordering capabilities.    
75 Automatic reordering of fields from different tag groups (0xx, 2xx, etc.) Add several fields from different tag groups to the end of the record (e.g. 043, 240, 440 fields); save the record; show whether the system automatically moves the fields to their respective groups   Y 75
76 Manual reordering of fields with same tag Add several fields with the same tag to the end of the record (e.g. three 246 fields; three 400 fields); manually change the order of these new fields before saving the record; manually put the fields back in their original order after saving the record   Y 76
77 No automatic reordering of 5xx fields For the bibl record add several note fields to the end of the record not in numeric tag order (e.g. 546, 505, and 500 fields); save the record and show whether the system allows the fields to remain in cataloger-defined rather than numeric tag order; manually reorder the 5xx fields and save the record; cataloger should always be able to determine priority order of notes   Y 77
78 No automatic reordering of 6xx fields For the bibl record add several subject fields to the end of the record not in numeric tag order (e.g. 650, 610, and 600 fields); save the record and show whether the system allows the subject fields to remain in cataloger-defined rather than numeric tag order; manually reorder the 6xx fields and save the record; cataloger should always be able to determine priority order of subjects   Y 78
79 Automatic reordering of 7xx fields (LCRI order) For the bibl record add several 7xx fields to the end of the record not in numeric tag order (e.g. 710, 700$t, 700, and 730); save the record and show whether the system can automatically reorder the headings to follow LCRI 21.29 practice   N 79
80 Customized reordering For the bibl record customize the automatic reordering of notes capability to follow Yale practice of putting local notes first; add a 590 note to the record and show whether the note is automatically moved to the beginning of the 5xx fields.   N 80
81 Levels of customized reordering Show whether these automatic field reordering capabilities can be customized at the systemwide, unit, and workstation levels.   N 81
82         82
Inserting Text Call up a music format record and do the following: Determine whether fields and text can be easily inserted in bibliographic records  
83 Insert 006 field Insert an 006 field and fill in the codes   Y 83
84 Insert 007 field Insert an 007 field and fill in the codes   Y 84
85 Insert variable fields Insert an 024 field and type in an ISMN   Y 85
86 Insert text within field For both the bibl record and an authority record, type several lines of text into the middle of an existing field; show whether the field automatically wraps and increases in length to accommodate the inserted text; show whether insert command can be easily toggled on and off   N 86
87 Insert text at end of field For both the bibl record and an authority record, type several lines of text at the end of an existing field; show whether the field automatically wraps and increases in length to accommodate the inserted text.   N 87
       
Copy and paste Display a mixed material format record and do the following: Determine whether text can be easily copied from a variety of sources and pasted into bibliographic records, especially text with diacritics  
88 Copy and paste within same bibliographic record Copy the heading in the 100 field and paste it into a 600 field.   Y 88
89 Copy and paste from another bibliographic record Open up a second session and display a second mixed material format record containing hundreds of 6xx fields. Copy several 6xx fields from the second record and paste them into the first record without having to insert end-of-field marks; save the record and show whether the fields format correctly   Y 89
90 Copy and paste many fields at once Using the same two records, copy hundreds of 6xx fields from the second bibliographic record and paste them into the first bibliographic record simultaneously without having to insert end-of-field marks; save the record and show whether the fields format correctly   N 90
91 Copy and paste from an authority record Display an authority record in the second session. Copy the heading from the authority record and paste it into the bibliographic record   Y 91
92 Copy and paste from RLIN Open up an RLIN session and display a record containing diacritics. Copy several fields with diacritics from the RLIN record and paste them into the bibliographic record without having to insert subfield delimiters or end-of-field marks; save the record and show whether the diacritics copy correctly and the fields format correctly   N 92
93 Copy and paste from OCLC Open up an OCLC session and display a record containing diacritics. Copy several fields with diacritics from the OCLC record and paste them into the bibliographic record without having to insert subfield delimiters or end-of-field marks; save the record and show whether the diacritics copy correctly and the fields format correctly   N 93
94 Copy and paste from an Internet browser Open up an Internet browser and display a page containing diacritics; copy a paragraph containing diacritics and paste it into the middle of a field in the bibliographic record; save the record and show whether the diacritics copy correctly and the text formats correctly without overlaying existing text   N 94
95 Copy and paste from a word processing application Open up a document containing diacritics in a word processing application; copy a paragraph with diacritics and paste it into the bibliographic record; save the record and show whether the diacritics copy correctly and the text formats correctly without overlaying existing text   N 95
           
  Deleting Text   Determine whether fields and text can be easily deleted in bibliographic records    
96 Delete field Delete an entire field without using a mouse; undo the deletion; repeat using a mouse   Y/N 96
97 Delete multiple fields Delete multiple fields simultaneously without using a mouse; undo the deletion; repeat using a mouse   N 97
98 Delete text within field Delete text within a variable field without using a mouse; undo the deletion; repeat using a mouse   Y/N 98
99 Delete text at end of field Position the cursor in the middle of a variable field and delete all text until the end of the field without using a mouse; undo the deletion; repeat using a mouse   Y/N 99
100 Automatic deletion of unused tags Input a numeric tag only (without also inputting text, as if you had changed your mind about including the field); save the record; show whether the unused tag is automatically deleted   N 100
       
Inputting Special Characters   Determine whether special characters can be input, both with and without a mouse  
101 Diacritics Input diacritics using keystrokes (e.g. macron, hacek, umlaut); repeat using a mouse (e.g. to select from a table); save record and display diacritics   Y 101
102 Digraphs Input digraphs using keystrokes; repeat using a mouse (e.g. to select from a table); save record and display digraphs   Y 102
103 Musical symbols Input musical symbols (flats and sharps, i.e. pound signs) using keystrokes; repeat using a mouse (e.g. to select from a table); save record and display symbols   Y 103
104 Superscripts & Subscripts Input superscript and subscript numbers using keystrokes; repeat using a mouse (e.g. to select from a table); save record and display superscript and subscript numbers   Y 104
105 New characters Question: LC, RLIN, & OCLC are implementing 13 MARBI-approved characters in Jan. 2001: spacing circumflex, spacing underscore, spacing grave, opening curly bracket, closing curly bracket, spacing tilde, degree sign, lowercase script L (already supported in RLIN), phono copyright mark, copyright mark, sharp (i.e. not pound sign), inverted question mark, and inverted exclamation mark. Does this system support input of these characters?   Y 105
106 ALA character set Question: does this system support input of the full ALA extended character set?   Y 106
           
  Inputting Local Fields   Determine whether system supports the input of various types of local fields in bibliographic records    
107 Local 5xx Input two types of local notes: save and display the record: 590 ## BEIN 2000 12: Armorial bookplate of Joanna Malvin. 500 ## BEIN 1999 34: Dust jacket.$5CtY-BR   Y 107
108 Local 6xx Input a local subject heading; save and display the record: 650 #4 Euro tracts$y1617.   Y 108
109 Local 655 Input two types of local genre headings; save and display the record: 655 #7 Perpendicular half-titles.$2local 655 #7 Armorial bookplates (Provenance)$2rbgenr$5CtY-BR   Y 109
110 Local 7xx Input a local added entry with a relator term; save and display the record: 700 1# Malvin, Joanna,$eformer owner.$5CtY-BR   Y 110
           
  Inputting URLs   Determine whether URLs can be easily input and tested in staff mode; determine whether system supports image, audio, and video file links    
111 Spacing underscore Input a URL containing a spacing underscore into an 856 field; save the record and click on the URL; show whether the system opens up the correct file in an Internet browser   N 111
112   Repeat, inputting the spacing underscore as %   Y 112
113 Spacing tilde Copy and paste a URL containing a spacing tilde from an Internet browser into an 856 field; show whether the character copies correctly; close the browser; save the record and click on the URL; show whether the system opens up the correct file in the browser   N 113
114 Image file Input a URL for an image file; save the record and click on the URL; show whether the system opens up the correct file in an Internet browser     114
115 Audio file Input a URL for an audio file (e.g. http://www.mp3lit.com/real/stein1.ram) in an 856 field; save the record and click on the URL; show whether the system opens up and plays the correct file in an Internet browser   Y 115
116 Video file Input a URL for an video file (e.g. http://media.med.yale.edu/data/beinecke/stein2.ram) in an 856 field; save the record and click on the URL; show whether the system opens up and plays the correct file in an Internet browser   Y 116
           
117 Changing Format Convert an existing book format record to a music format record without using a mouse; show whether system prompts cataloger with new fixed and variable fields to be filled in; repeat using a mouse Determine whether records can be easily converted from one bibliographic format to another Y 117
           
  Simultaneous Record Use   Test system's response to simultaneous editing and record display.    
118 simultaneous editing Try to edit a record at the same time as another person is editing it; show whether the system generates an informative message.   Y 118
119 simultaneous editing/display Display a record at the same time as another person is editing it   N 119
120 simultaneous display Display a record at the same time as another person is displaying it   N 120
           
  Help Features   Determine which help features are available to staff    
121 Drop-down menus and pop-up boxes Demonstrate whether online help is available using drop-down menus and/or pop-up boxes; show whether online help is context-sensitive (e.g. can you right-click on a specific tag and get help pertaining to that tag?)   N 121
122 Toolbars Demonstrate the use of any toolbars   Y 122
123 Macros Demonstrate the use of macros for calling up oft-used keystroke combinations; show whether macros can be created that incorporate both text and system commands; show whether basic macros can be created by typing character strings and/or by using a "recording function"; show whether complex macros can be created by using a programming language and/or by using a WYSIWYG interface; show whether macros can be shared with other catalogers   Y/N 123
124 Keyboard mapping Demonstrate the use of keyboard mapping   Y 124
125 Customized online help Show whether online help features can be customized at the systemwide, unit, and workstation levels   Y/N 125
# Situation Name Situation Description Record # Objective Orbis? # Notes
1 Duplicate Detection During Importing and Keying Explain any differences between duplicate detection during record import and duplicate detection during record keying.   Test system's ability to recognize incoming (from data loads and from keying) MARC bibliographic and authority records as duplicates of existing records and generate informative warnings for staff.   1  
2 Duplicate detection Import a bibliographic record that duplicates an existing record; show whether the system generates an informative warning for staff     N 2  
3   Import an authority record that duplicates an existing record; show whether the system generates an informative warning for staff     N 3  
4 Override duplicate detection Override system notification and import the duplicate record     N 4  
5 Turn off duplicate detection Turn off duplicate detection capabilities. Import a duplicate record without any system notification     N 5  
6 Customized duplicate detection Show whether duplicate detection capabilities can be customized at the systemwide, unit, and workstation levels     N 6  
               
1 Validation During Importing Explain any differences between validation during record import and validation during record keying.   Test system's ability to recognize cataloging errors in incoming (from record import or keying) bibliographic records, generate informative error messages, and prompt staff with corrections   1  
2 Obsolete fixed field values Import a bibliographic record containing an obsolete fixed field value (e.g. RT=b in a manuscript record); show whether system generates an informative error message and prompts staff with suggested correction     N 2  
3 Obsolete indicators Import a bibliographic record containing an obsolete indicator (e.g. 1st indicator 2 in 100 field); show whether system generates an informative error message and prompts staff with suggested correction     Y/N 3  
4 Obsolete tags Import a bibliographic record containing obsolete tags (e.g. 262 and 305 tags); show whether system generates an informative error message and prompts staff with suggested correction RLIN MDJS7351251-R   Y/N 4  
5 Obsolete subfields Import a bibliographic record containing an obsolete subfield (e.g. 260 $d); show whether system generates an informative error message and prompts staff with suggested correction RLIN CSCW496207-C   N 5  
6 Incorrect fixed field value Import a bibliographic record containing an incorrect fixed field value (e.g. place of publication code=enk instead of stk); show whether system generates an informative error message and prompts staff with suggested correction     N 6  
7 Incorrect indicator Import a bibliographic record containing an incorrect indicator (e.g. wrong filing indicator in 245 field); show whether system generates an informative error message and prompts staff with suggested correction; question: does the system take the language code into account?     N 7  
8 Incorrect tag Import a bibliographic record containing an incorrect tag (e.g. personal name with $q tagged as 710); show whether system generates an informative error message and prompts staff with suggested correction     N 8  
9 Incorrect subfield Import a bibliographic record containing an incorrect subfield (e.g. 245 field /$b instead of /$c); show whether system generates an informative error message and prompts staff with suggested correction     N 9  
10 Invalid fixed field value Import a bibliographic record containing an invalid fixed field value (e.g. place of publication code=fra instead of fr); show whether system generates an informative error message and prompts staff with suggested correction     N 10  
11 Invalid indicator Import a bibliographic record containing an invalid indicator (e.g. 490 1st indicator 2); show whether system generates an informative error message and prompts staff with suggested correction     N 11  
12 Invalid tag Import a bibliographic record containing an invalid tag (e.g. 441); show whether system generates an informative error message and prompts staff with suggested correction     N 12  
13 Invalid subfield Import a bibliographic record containing an invalid subfield (e.g. 245 field with two $b); show whether system generates an informative error message and prompts staff with suggested correction     N 13  
14 Invalid ISBN Input an invalid ISBN in an 020 field in a bibliographic record; show whether system generates an informative error message     Y 14  
15 Missing fixed field values Import a bibliographic record with a missing fixed field value (e.g. blank place of publication); show whether system generates an informative error message and prompts staff with suggested correction     N 15  
16 Missing indicators Import a bibliographic record with a missing indicator (e.g. 245 field with blank 2nd indicator); show whether system generates an informative error message and prompts staff with suggested correction RLIN MDJS7351251-R   Y 16  
17 Missing fields Import a bibliographic record with a missing field (e.g. 260 field); show whether system generates an informative error message and prompts staff with suggested correction     N 17  
18 Missing subfield Import a bibliographic record with a missing subfield (e.g. 300 $c); show whether system generates an informative error message and prompts staff with suggested correction RLIN ILNGADC6162-C   N 18  
19 Spellchecking Import a bibliographic record with a commonly misspelled word (e.g. Untied States); show whether system generates an informative error message and prompts staff with suggested correction; note: is language code taken into account?     N 19  
20 Turn off validation Turn off validation capabilities. Import a bibliographic record containing errors without any system notification     N 20  
21 Customized validation Show whether validation capabilities can be customized at the systemwide, unit, and workstation levels     N 21  
22 Apply validation selectively Show whether validation capabilities can be applied selectively (e.g. can you can you spellcheck a single field by itself?)     N 22  
23 Error messages Question: do error messages display prominently (e.g. in a different color)     Y 23  
# Situation Name Situation Description Objective Orbis? # Notes
1 Bibliographic Record and Holdings Retrieve a bibliographic record that has multiple copies of a multipart monograph in different locations. At least some volumes should have attached item records and at least some volumes should be charged to a patron. Display a comprehensive summary of the record's holdings and point out: - bibliographic record # - bibliographic data - record status - total # of copies - total # of copies at each location - location of each - call # of each - type of call number (LC, local, etc.) for each - note field for each - status for each - total # of volumes held for each - total # of item records attached to each - list of volumes held in each - numeric/chronological designation of each volume held - indication of whether each volume held also has an item record attached to it - indication of whether or not a particular volume is charged - indication of whether a particular item record is also attached to other bibliographic records Determine whether a comprehensive summary of holdings can be displayed Y/N 1  
2 Manipulating Displays Change the summary of holdings display in the following ways: - change sequence of copies - change sequence of volumes listed under each (together with any attached item records) - compress and expand entire summary display - compress and expand display for a single Determine whether summary of holdings can be manipulated N 2  
  Displaying Associated Records From the Holdings Record   Determine whether it is possible to directly access the bibliographic, order, MFHD and item records associated with the summary of holdings display      
3 Bibliographic record Display the summary of holdings; display the bibliographic record associated with that summary; return to the summary display   Y 3  
4 Order record Display the summary of holdings; display an order record associated with that summary; return to the summary display   Y 4  
5 MFHD record Display the summary of holdings; display a MFHD record associated with that summary; return to the summary display   Y/N 5  
6 Item record Display the summary of holdings; display an item record associated with that summary; return to the summary display   Y 6  
  Displaying Associated Records from the Item Record   Determine whether it is possible to display all records associated with an item record directly from the item record      
7 Bibliographic record Display an item record; display the bibliographic record associated with that item record; return to the item record   Y 7  
8 Order record Display an item record; display the order record associated with that item record; return to the item record   N 8  
9 MFHD record Display an item record; display the MFHD record associated with that item record; return to the item record   N 9  
10 Summary of holdings Display the summary of holdings associated with that item record; return to the item record   Y 10  
11 All associated records Simultaneously display the bibliographic record, order record, MFHD record, and summary of holdings associated with an item record   N 11  
12 Multiple bibliographic records Display an item record that is linked to more than one bibliographic record (e.g. multiple monographs bound together in a single barcoded volume or an individual volume in a series standing order linked to both a serial record and a monograph record); display the bibliographic records associated with that item record, simultaneously if possible   N 12  
# Situation Name Situation Description Objective Orbis? # Notes
    NOTE: Display results of the actions in this section in OPAC as well as staff mode whenever possible        
  Importing MFHD Records   Determine whether system supports the importing of MFHD records from both OCLC and Z39.50 sites in real time without using third-party software      
1 OCLC Import a MFHD record containing the following fields (in addition to other required fields) from a CONSER record in OCLC: 007 (physical description fixed field) 008 (fixed-length data elements-general information) 014 (linkage number) 020 (ISBN) or 022 (ISSN) 035 (system control number) $z (public note) $x (staff note) 562 (copy and version identification note) 843 (reproduction note) 845 (terms governing use and reproduction) 856 (electronic location and access)   N 1  
2 Z39.50 site Import a MFHD record from a Z39.50 site   N 2  
3 Exporting MFHD Records Tag a MFHD record for export to a local file Determine whether system permits staff to tag MFHD records for export to a local file N 3  
  Creating MFHD Records   Determine whether MFHD records can be created for single-part, multipart, and serial items in two ways: using embedded holdings information and not using embedded holdings information; determine which information is transferred automatically from the bibliographic record and which information has to be keyed manually      
4 Single-part items Create a MFHD record for a single-part item in a single location using embedded holdings information in the bibliographic record   N 4  
5   Create a MFHD record for a single part-item in a single location without using embedded holdings information.   N 5  
6 Multipart items Create a MFHD record for a multipart item in a single location using embedded holdings information in the bibliographic record   N 6  
7   Create a MFHD record for a multipart item in a single location without using embedded holdings information.   N 7  
8 Multipart item with complex publication pattern (85x) and related holdings data (86x) Using 85x/86x fields, create MFHD record containing information for Bd.1-Bd.10 of a multipart item with the following publication patterns (when volumes are issued in parts the abbreviation "pt." is used -- for example: Bd.3:pt.1): Bd.3 and Bd.5 are each in 2 parts Bd.7 is in 3 parts Bd.8-Bd.9 are issued together in one physical volume Determine whether MFHD record can be created for multipart item with multiple publication patterns; determine level of inputting difficulty N 8  
9 Serial items Create a MFHD record for a serial item in a single location using embedded holdings information in the bibliographic record; include at least one publication pattern (85x) and its related holdings data (86x)   N 9  
10   Create a MFHD record for a serial item in a single location without using embedded holdings information; include at least one publication pattern (85x field) and its related holdings data (86x field)   N 10  
11 Multiple MFHD records for a single copy Create multiple MFHD records for a single copy in a single location (e.g. serial holdings on first MFHD record and index volume on second MFHD record) Determine whether multiple MFHD records can be linked to a single copy in a single location N 11  
12 Customizing MFHD record creation defaults Customize the default parameters that determine which information gets transferred from the bibliographic record to the MFHD record when creating a MFHD record using embedded holdings information; create a MFHD record using these customized parameters Determine whether MFHD record creation defaults can be customized by staff N 12  
  Updating MFHD Records          
13 Basic Update Update a MFHD record; show whether system verifies the transaction with a "record updated" message; show whether system records date of last update in record Determine whether system Y 13  
14 URL Add an 856 field to a MFHD record for a URL; click on the URL and show whether the file opens automatically in an Internet browser Determine system support for electronic location and access information. N 14  
15 Multiple physical parts or accompanying material Add an 866 field to a MFHD record for an item with multiple physical parts or accompanying material (e.g. 1 score located in pocket; 1 sound cassette; 16 parts; user's guide) Determine system's ability to accommodate data for multiple physical parts or accompanying materials. Y 15  
16 Supplements Add an 867 field to a MFHD record for supplementary material (e.g. v.2:pt.1:suppl.) Determine system's ability to accommodate data for supplementary materials. Y 16  
17 Indexes Add an 868 field to a MFHD record for index material (e.g. 1970/1999) Determine system's ability to accommodate data for index materials. Y 17  
18 Copy and paste Cut, copy and past information from one MFHD record to another: fields, subfields, bits and pieces of subfields. To demonstrate support for full text editing features. Y/N 18  
19 Diacritics Display a MFHD record with diacritics; edit the record by inputting a word that requires diacritics To demonstrate system support for displaying and inputting diacritics in MFHD record. N 19  
20 Adding new volumes Library has v.1-2 and v.4. Library acquires v.3. To demonstrate how to fill in gaps using additional 863s and whether the system has non-predictive (i.e. non-sequential) check-in for multipart items 20  
21 Adding a new publication pattern Create a new 853 field representing a new publication pattern; create two or three linking 863 fields for this new pattern. To demonstrate how easily new patterns can be constructed. 21  
22   Create holdings data for a publication pattern that is unique to one issue. To demonstrate how 863 fields and subfields are automatically generated (a macro-like function triggered by 853 field), and what fields and subfields need to be keyed manually.   22  
23 Notes display (852) Create an embedded 852 field in bibliographic record, with both $x (nonpublic note) and $z (public note); display information in OPAC. To demonstrate how notes created in embedded holdings display to staff, in MFHD record, and to public. 23  
24 Notes display (863) Create an 863 field in MFHD record with both $x and $z subfields; display information in OPAC. To demonstrate how notes display to staff and public. 24  
25 Changing location code Change location code; display in MFHD record, item record, and OPAC. To demonstrate whether the change of location code in one place is reflected in all other associated records. Y 25  
  Multiple Locations   To demonstrate different options for recording multiple locations      
26 Multiple location fields (852) without associated fields (i.e. without 853-865, etc.) Situation 1: Create multiple locations (852s) in a single bibliographic record (embedded holdings).   N 26  
27   Situation 2: Create multiple locations in a single separate MFHD record.   N 27  
28   Situation 3: Create multiple locations in multiple separate holdings records, each location having its own MFHD record.   Y 28  
29 Multiple location fields (852) with associated fields (i.e. 853-865, etc.) Create multiple locations using a cluster of 852s embedded in the bibliographic record; this record should already have one existing location with its own MFHD record.   N 29  
30   Create associated fields for the new location cluster.     30  
31   Create associated fields for unique information related to only one of the new locations in the cluster.     31  
32 Multiple location fields (852) with equally applicable associated fields (i.e. the same 853/863, etc. data in each location) Situation 1: Create multiple locations with the identical associated fields (each location having identical holdings), embedded in the bibliographic record.   32  
33   Situation 2: Create a separate MFHD record (each with identical associated fields and data) for each location.   Y 33  
  Compression and Expansion   Determine whether system supports both fully compressed and fully itemized holdings data in MFHD record; determine whether system can compress fully itemized holdings data and expand fully compressed holdings data.      
34 Fully compressed holdings data Display a MFHD record for a serial item with fully compressed holdings data, e.g.: v.1-50 (1970-1999)   Y 34  
35 Fully itemized holdings data Show a MFHD record for a serial item with fully itemized holdings data, e.g.: v.1:pt.1(1970) v.1:pt.2(1970) v.1:pt.1(1971) v.1:pt.2(1971)   Y 35  
36 Compressing fully indexed data; expanding fully compressed data Compress fully itemized holdings data in a MFHD record; expand fully compressed holdings data in a MFHD record.   N 36  
  Splits and Merges          
37 Splitting holdings data Split holdings data for a serial, from one location to two or more locations, linking each MFHD to the parent bibliographic record. To demonstrate system capability for splitting holdings data (useful for transfer of partial holdings) Y 37  
38 Merging holdings data Merge holdings data from two MFHD records into one MFHD record. Use MFHD records in which different locations have used different publication patterns for the same title. To demonstrate system capability to merge holdings data from two MFHD records into one MFHD record; to demonstrate how system handles merging different publication patterns for the same item. Y 38  
  Linking          
39 Moving linked data Change the link for a MFHD record from one bibliographic record to another. Break the "old" MFHD record link to its original bibliographic record; create a new link to a different bibliographic record.   Y 39  
40 Linking a MFHD record to two or more bibliographic records. Link a MFHD record to two or more bibliographic records. To demonstrate how one MFHD record can be linked to two, or more, bibliographic records. N 40  
  Deletions and Suppressions          
41 Deleting holdings data Demonstrate how to delete partial holdings data from a MFHD record.   Y 41  
42   Demonstrate how to delete complete holdings data from a MFHD record.     42  
43 Suppressing holdings data Demonstrate how to suppress partial holdings data from public view.   N 43  
44   Demonstrate how to suppress complete holdings data from public view.   Y 44  
45 Deleting a MFHD record with linked item level records. Attempt to delete a MFHD record with linked item level records. To demonstrate whether the system prevents deletion of a MFHD record that has item level records linked to it. 45  
46 Deleting a bibliographic record with linked MFHD records Attempt to delete a bibliographic record with at least one linked MFHD record. To demonstrate whether the system prevents deletion of a bibliographic record that has a MFHD linked to it. 46  
47 Deleting location information Situation 1: Delete location information from embedded holdings in a bibliographic record.   N 47  
48   Situation 2: Delete location information from a MFHD record.   48  
49 Suppressing location information Suppress location information from public view. To demonstrate how locations can be suppressed from public view. Y 49  
  Other          
50 Spine labels Print a spine label based on a MFHD record; describe any required hardware Determine whether spine labels can be easily printed; determine any hardware required N 50  
51 Varieties of values Show a MFHD record that uses months as a value (i.e. Jan., June). To demonstrate whether the system can use a variety of non-numeric values. Y 51  
52   Show a MFHD record that uses seasons as a value (i.e. Spring, Fall).     52  
53 Changing display order Change display order of fields within a MFHD record, changing the presentation of information from latest date first, to earliest date first (or vice-versa). To determine how staff can manipulate display. N 53  
  MFHD Record Length, etc.          
54 Maximum record length Display a MFHD record containing the maximum number of fields allowed by the system.   N 54  
55 Maximum number of iterations of a repeatable field Display a MFHD record containing the maximum number of iterations of any repeatable field (e.g. 863).   N 55  
56 Maximum number of iterations of a repeatable subfield Using 863 field, display the maximum number of iterations of a repeatable subfield (e.g. $x or $z note subfields)   N 56  
57 Maximum field length Display a field within a MFHD record containing the maximum number of characters allowed by system.   N 57  
# Situation Name Situation Description Objective Orbis? # Notes
    Note: Demonstrate all situations in Item Records section without leaving the cataloging module:        
  Retrieving Item Records          
1 Item record number search Retrieve an item record using the item record number Determine whether an item record can be retrieved using the item record number Y 1  
2 Barcode number search Retrieve an item record by barcode number. Determine whether an item record can be retrieved using the barcode number. Y 2  
  Displaying Item Records          
3 Basic information Display an item record and point out: - item record # - bibliographic data - copy # - location - call # - numeric/chronological designation - # of physical pieces - # of times charged and browsed - date(s) of record creation, modification, and last use (what causes date of last use to change?) Determine whether and how basic information displays in the item record Y 3  
  Creating Item Records          
4 New record Create an item record; show whether the system verifies the transaction with a "record created" message Determine whether a new item record can be created; determine whether system can automatically generate a message verifying a record has been created Y 4  
5 Keystroke equivalents Create a new item record without using a mouse; cancel the record before saving it; repeat using a mouse Determine whether new item records can be created by using keystrokes and by using a mouse Y/N 5  
6 Barcode input Enter the barcode number into the item record.   Y 6  
7 Barcode validation Attempt to type in a barcode number into the item record with one incorrect digit; show whether an informative error message is automatically generated by the system Determine whether the system can validate a barcode number and generate an informative error message if the validation fails. Y 7  
8 Codebar modulus 10 Question: Does the system support Codebar Modulus 10 barcodes?   Y 8  
9 Multiple copies Create item records for a monograph with multiple copies in the same location; show a summary of the copy information Determine whether item records for multiple copies can be easily created Y 9  
10   Create item records for a monograph with multiple copies in different locations; show a summary of the copy information Determine whether the number of copies for each location is indicated in the summary Y 10  
11 Multipart monograph Create item records for a multipart monograph; show a summary of the copy information Determine whether the number of barcoded volumes attached to a copy is indicated in the summary Y 11  
12     Determine whether the numeric/chronological designation of each barcoded volume attached to a copy is indicated in the summary N 12  
13 Multiple copies of multipart monograph Create item records for multiple copies of a multipart monograph in different locations; show a summary of the copy information Determine whether the number of barcoded volumes attached to each copy in each location is indicated in the summary Y 13  
14     Determine whether the numeric/chronological designation of each barcoded volume attached to each copy in each location is indicated in the summary N 14  
15 Multiple bibliographic records Create an item record and link it to two or more bibliographic records (e.g. multiple monographs bound together in a single barcoded volume or an individual volume in a series standing order linked to both a serial record and a monograph record); show a summary of the copy information Determine whether it is possible to link one barcode to more than one bibliographic record N 15  
16 Multiple physical pieces Create an item record for a bibliographic entity comprised of two or more physical pieces that share a single barcode; show a summary of the copy information Determine whether it is possible to indicate the number of physical pieces in the item record and in the summary Y/N 16  
17 Automatic prompt to verify number of pieces Show whether the system will automatically prompt staff to verify that all pieces are present during checkout or checkin Determine whether the system automatically prompts staff to verify the number of pieces during checkout or checkin N 17  
  Updating Item Records   Determine whether item records can be updated; determine whether system can automatically generate a message verifying a record has been updated; determine whether a change in the item record is immediately reflected in all associated records      
18 Update Update an item record; show whether the system verifies the transaction with a "record updated" message   Y 18  
19 Location changes Change the location in an item record; show whether the change is immediately reflected in the embedded holdings in the bibliographic record, in the order record, in the MFHD record, and in the summary   N 19  
20 Temporary locations Assign a temporary location in an item record; show effect of temp location in the public display, in the order record, holdings record, etc.     20  
21   Assign a temporary location for a group of item records. Bulk update of temp location   21  
22 Call number changes Change the call number in an item record; show whether the change is immediately reflected in the embedded holdings in the bibliographic record, in the order record, in the MFHD record, and in the summary   N 22  
23 Barcode changes Overlay an existing barcode in an item record with a new barcode (without deleting the existing barcode); show whether the change is immediately reflected in the embedded holdings in the bibliographic record, in the order record, in the MFHD record, and in the summary   N 23  
  Relinking Item Records          
24 Same record relink Relink an item record from one copy to another on the same bibliographic record; show whether the system verifies the transaction with a "record relinked" message; show a summary of the copy information Determine whether item record relinking is possible; determine whether system can automatically generate a message verifying a record has been relinked; determine whether the change is reflected in the summary display immediately Y 24  
25 Different record relink Relink an item record from one copy to another on two different bibliographic records; show a summary of the copy information Determine whether the relinking is possible; determine whether the change is reflected in the summary display immediately Y 25  
26 Charged monograph relink Relink an item record (for a monograph that is checked out to a patron) from one copy to another on the same bibliographic record; show a summary of the copy information Determine whether the item must be discharged before relinking; determine whether the change is reflected in the summary display immediately N 26  
27   Relink an item record (for a monograph that is checked out to a patron) from one copy to another on two different bibliographic records; show a summary of the copy information Determine whether the item must be discharged before relinking; determine whether the change is reflected in the summary display immediately N 27  
28   If it is not possible to relink an item record for a monograph that is checked out to a patron, show whether the system generates an informative error message for staff Determine whether system generates an informative error message for staff if relinking not possible for checked out items Y 28  
  Deleting Item Records          
29 Deletion Delete an item record for a single monograph; show whether the system verifies the transaction with a "record deleted" message; show a summary of the copy information Determine whether an item record can be deleted; determine whether system can automatically generate a message verifying a record has been deleted; determine whether the deletion is reflected in the summary display immediately Y/N 29  
30 Deletion of charged item Attempt to delete an item record for a monograph that is checked out to a patron; show whether an informative error message is automatically generated by the system Determine whether the system can prevent an item record from being deleted when the corresponding physical item is checked out to a patron; determine whether the system generates an informative error message if such a deletion is attempted Y 30  
31 Multipart monograph deletion Delete an item record for one volume of a multipart monograph; show a summary of the copy information Determine whether the deletion is reflected in the summary display immediately N 31  
32 Deletion/addition Delete an item record; add a new item record to that same copy; show a summary of the copy information Determine whether the changes are reflected in the summary display immediately N 32  
33 Status Tracking Using Item Records Yale Library uses a series of charges to processing unit "patrons" in the Technical Services dept to track the status of material from receipt, through cataloging and to preparations. Does the system include the ability to automatically track material through Technical Services? If not, the following questions relate to our current method of charging material to processing units.     33  
34 Charging without discharging Progressively charge a monograph to the acquisitions, cataloging, and bindery units without having to discharge it from the previous unit each time Determine whether it is possible to track the status of an in-process item by charging it to various technical services units as it is received, cataloged, and bound, without having to discharge each time N 34  
35 Verification If it is possible to charge the in-process monograph without first discharging, show whether the system prompts staff to verify that the monograph should be charged to a new unit; show whether staff can turn off the prompt Determine whether the system prompts staff attempting to charge an in-process monograph already charged to another unit and asks for verification that the item should be charged to a new unit; determine whether staff can turn off the prompt N 35  
36 Error message If it is not possible to charge the in-process monograph without first discharging, show whether the system generates an informative error message for staff Determine whether the system generates an informative error message if staff attempt to charge an in-process monograph already charged to another unit Y 36  
37 Current charge Show which unit the in-process monograph is currently charged to; point out the ID, unit name, workstation, and date of charge in the item record Determine whether the system provides basic identifying information for tracking the current status of in-process materials Y 37  
38 Charge history Show a history of the in-process monograph's progress through the various units; point out the IDs, unit names, workstation names, and dates of charge in the item record Determine whether the system provides basic identifying information for tracking the workflow history of in-process materials N 38  
  Other          
39 Unauthorized transactions Attempt a transaction for which you do not have authorization; show whether the system generates an informative error message Determine whether adequate security measures are in place Y 39  
40 Routing Flag a monograph (that is charged to a patron) for routing to cataloging once discharged; show whether the system alerts staff discharging the item by either displaying a message or automatically printing a routing slip Determine whether materials can be flagged for automatic routing Y 40  
41 Spine labels Print a spine label based on an item record; describe any required hardware Determine whether spine labels can be easily printed; determine any hardware required Y 41  
42 Suppressed notes Add a note to an item record intended for staff use only; show whether the note is suppressed in the public display Determine whether system supports suppressed note fields Y 42  
# Situation Name Situation Description Record # Objective Orbis? # Notes
  Record Suppression     Determine whether staff can easily suppress records from public display, both singly and in batches      
1 Bibliographic records Suppress a single bibliographic record from public display; undo the suppression; suppress it again; show whether the system automatically generates a "record suppressed" message     Y 1  
2   If possible, suppress multiple bibliographic records from public display in a batch; undo the suppressions     N 2  
3 Copies (single-vol, multi copy monograph) Suppress a copy associated with a particular bibliographic record from public display; undo the suppression     Y 3  
4   Suppress multiple copies associated with a particular bibliographic record from public display; undo the suppression     N 4  
5   Suppress all copies associated with a particular bibliographic record from public display. Search for and display the bibl record in the OPAC.   How is the public informed that no copies exist? Y 5  
6 MFHD records Suppress a MFHD record associated with a particular bibliographic record from public display; undo the suppression     Y 6  
7   Suppress multiple MFHD records associated with a particular bibliographic record from public display in a batch; undo the suppression     N 7  
8 Record Deletion Explain record deletion options.   Can records be both logically deleted and physically deleted?   8  
9 Bibliographic records Logically delete a single bibliographic record; undo the deletion; physically delete the record; show whether the system automatically generates a "record deleted" message. How can a logically deleted record be searched?   Determine whether staff can easily delete records, both singly and in batches Y 9  
10   Mark several bibliographic records for logical deletion; delete the marked records in a batch; undo the deletion. Physically delete several records in a batch.     N 10  
11   Logically delete all bibliographic records with a certain call number in a batch; undo the deletion. Physically delete all bibl records with a certain call number in a batch.     N 11  
12   Logically delete all bibliographic records within a certain range of record keys in a batch; undo the deletion. Physically delete the same records in a batch.     N 12  
13   Delete a group of bibliographic records in a batch by supplying the system with a list of record keys; show whether the list can copied and pasted into the system; undo the deletion. Physically delete the same records in a batch.     N 13  
14 Copies (single-vol, multi copy monograph) Delete a copy associated with a bibliographic record; undo the deletion     Y 14  
15   Mark several copies for deletion; delete the marked records in a batch; undo the deletion     N 15  
16   Delete all copies associated with a particular bibliographic record from public display. Search for and display the bibl record in the OPAC.   How is the public informed that no copies exist? Y 16  
17 MFHD records Delete a single MFHD record associated with a bibliographic record; undo the deletion     Y 17  
18   Delete multiple MFHD records associated with a bibliographic record in a batch; undo the deletion     N 18  
19 Item records Delete an item record associated with a bibliographic record; undo the deletion     Y 19  
20   Delete multiple item records associated with a bibliographic record in a batch; undo the deletion     N 20  
21   Try to delete an item record when the physical item is checked out; show whether an appropriate error message is displayed     Y 21  
  Record Overlay     Determine whether staff can easily overlay bibliographic and authority records, completely or partially, with other records already in the system      
22 Full overlay Demonstrate all methods (commands, wizard) that can be used to overlay a bibliographic and an authority record with another. Show whether a confirmation message appears on the screen (e.g. "overlay successful")     Y/N 22  
23   Overlay multiple bibliographic and authority records. Can the overlay function be undone? Demonstrate.     N 23  
24 Partial overlay Partially overlay one bibliographic record with another; preserve selected fields (e.g. 090, 590, 6xx 4, 949); show whether a confirmation message appears on the screen (e.g. "overlay successful")     N 24  
25   Partially overlay multiple bibliographic records using a template or wizard program; preserve selected fields (e.g. 090, 590, 6xx 4, 949); undo the overlay     N 25  
26   Partially overlay one authority record with another; preserve selected fields (e.g. 090, 64x $5, 690); show whether a confirmation message appears on the screen (e.g. "overlay successful")     N 26  
27   Partially overlay multiple authority records; preserve selected fields (e.g. 090, 64x $5, 690).     N 27  
28 Customized overlaying Show whether parameters for overlaying records can be customized at the systemwide, unit, and workstation levels     N 28  
  Merging Records            
29   Merge two bibliographic records, retaining all unique fields       29  
30   Move location and call number information from one record to another       30  
31   Move location and call number information from three different records to another single record       31  
32   Move location and call number information from one copy to another on the same bib record       32  
33   Move item records from one record to another       33  
34   Move item records from three different record to another single record       34  
35   Move item records from one copy to another on the same bib record       35  
36   Move volume holdings information from one record to another       36  
37   Move volume holdings information from three different record to another single record       37  
38   Move volume holdings information from one copy to another on the same bib record       38  
  Changing Location Codes     Determine whether staff can easily change location codes in copy statements in bibliographic records, both singly and in batches      
39   Change a single location code in a single copy in a single bibliographic record     Y 39  
40   Change a single location code in multiple copies in a single bibliographic record     Y 40  
41   Change multiple location codes in a single bibliographic record     Y 41  
42   Change a single location code in multiple bibliographic records in a batch     N 42  
43   Change multiple location codes in multiple bibliographic records in a batch     N 43  
  URL Validation & Update            
44   Display a bibliographic record containing a URL; check the validity of the URL; report the result using the Internet error codes; update the URL if invalid       44  
45   Run a batch program to check URLs in all bibliographic records and report invalid URLs using the Internet error codes; schedule the batch program to run on a regular basis; provide the report as both text and HTML files       45  
46   Generate a list of changed URLs (indicated by error code 402) from the report and update the corresponding bibliographic records with the new URLs       46  
  Global Change of Headings            
47   Issue a global change from an authority record to fix headings in bibliographic records that correspond to a see reference form in the authority record       47  
48   Issue a global heading change using a template to execute one or several of the following: *change the form of heading *change the form of subdivision *replace one heading with another *replace one subdivision with another *add a new heading *add a new subdivision *remove a heading *remove a subdivision *fix indicators *change a 490 0 to a 440       48  
49   Apply a global heading change to bibliographic records       49  
50   Apply a global heading change to a batch of bibliographic records       50  
  Global Change of Non-Heading Information            
51   Apply a global change to one or several fixed field codes       51  
52   Apply a global change to text in a descriptive field       52  
53   Apply global change to correct an indicator       53  
54   Apply global change to correct the non-filing indicator in the 245 of a group of bibliographic records in different languages; use the language code in the records to help you make the right corrections       54  
55   Apply global change to correct the call number on holdings in a selected group of records       55  
56   Apply global change to correct an obsolete location code on all records in the system       56  
  Conflict & Error Detection            
57   Run a report to detect duplicate or conflicting headings in authority records (identical 1xx or 1xx matches 4xx)       57  
58   Run a report to detect subject heading use inconsistencies (conflict between subject use code in authority record and actual use of heading in bibliographic records)       58  
59   Run a report to detect conflicts between bibliographic and authority records (4xx in authority record matches heading in bib records)       59  
60   Run a report to detect duplicate bibliographic records by detecting duplicate control numbers (RLIN number, OCLC number, etc.)       60  
61   Run a report on headings that cause index errors and indicate the type of error, MARC tag of affected field, and record keys       61  
  Online Help            
62   Demonstrate use of online help files (e.g. drop-down or pop-up windows) for global change, error detection and reporting, and other record maintenance functions       62  
63   Show whether help files are browsable by topic or function categories and searchable by keywords       63  
64   Show ability to customize help files; show whether bookmarking and annotating is permitted       64  
65   Question: how are files updated as revisions and new releases are issued?       65  
66   Show whether files can be expanded with local documentation       66  
  Record History     Determine whether record histories are automatically maintained in the system      
67 Bibliographic and authority record history Call up the cataloging history of a bibliographic record and an authority record that have been updated several times; show cataloging/change history.   Is the following information available: -who created the record and when, -who updated it and when, -what was updated, -who transferred it and when. N 67  
  Automated Statistics     Show whether the system can automatically keep detailed statistics reflecting an individual cataloger's productivity      
68 New bibliographic records Show how many new bibliographic records you created today, both using workforms and deriving from existing records; breakdown according to format     N 68  
69 Updated bibliographic records Show how many bibliographic records you updated today; breakdown according to format     N 69  
70 Deleted bibliographic records Show how many bibliographic records you deleted today; breakdown according to format     N 70  
71 Suppressed bibliographic records Show how many bibliographic records you suppressed today; breakdown according to format     N 71  
72 New authority records Show how many new authority records you created today, both using workforms and deriving from existing records; breakdown by type of heading     N 72  
73 Updated authority records Show how many authority records you updated today; breakdown by type of heading     N 73  
74 Deleted authority records Show how many authority records you deleted today; breakdown by type of heading     N 74  
75 Suppressed authority records Show how many authority records you suppressed today; breakdown by type of heading     N 75  
76 Added copies Show how many copies you added to existing bibliographic records today     N 76  
77 Imported copy Show how many bibliographic records you imported today; breakdown by format and source     N 77  
78 Monthly totals Show monthly totals for the same categories     N 78  
  Setting Permissions            
79 Permissions to edit Show whether the permission to edit records can be withheld from individual staff members     Y 79  
80 Permission to suppress Show whether the permission to suppress records can be withheld from individual staff members     Y 80  
81 Permission to delete Show whether the permission to delete records can be withheld from individual staff members     Y 81  
82 Permissions to perform global changes Show whether the permission to perform global changes on records can be withheld from certain staff members     Y 82  
83 Permissions to view certain data Show whether the permission to access certain kinds of information within or attached to a record (e.g. record history) can be withheld from individual staff members     Y 83  

Last Updated on 1/12/01
By Manon Theroux