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Presenters
Michelle Turvey-WelchOriginal CatalogerKansas State
University
Margaret KausOriginal CatalogerKansas State
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Goals of this session
• Demonstrate Gary Strawn’s Cataloger’s Toolkit– Toolkit buttons used to work with series
authorities• Red cross button • 490/830 buttons• Q (queue) button
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Understandings
• Assumes basic understanding of series authority records
• Typical workflow generated by vendor authority reports
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What this session will not do
• Provide how-to instructions on installation of the software
• Give detailed information on creating series authority records
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What is Gary Strawn’s Cataloger’s Toolkit?
• 3rd party software developed by Gary Strawn, Library Systems Analyst, Northwestern University
• The toolkit is freely available for download http://www.library.northwestern.edu/public/
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What does the Toolkit do?
• Globally changes headings in Voyager to match authority record
• Change series from untraced to traced OR traced to untraced
• Identify headings that need correction
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Why use the Toolkit?
• Quickly changes series headings– Much quicker than copy and paste
• A single click changes corresponding names, subjects and name/title headings
• Accuracy• Generates reports
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Drawbacks
• The toolkit is not networked and must be installed on each PC
• Requires more effort to keep each individual PC current
• At K-State, installation also requires an extra layer of security with Virtual Patron Network (VPN) client
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Red cross button
• To easily work, must have a cross-reference in the series authority record
• Only use when confident that unexpected headings will not be changed
• Must be used in conjunction with Correction Receiver (another Gary Strawn tool)
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Red cross button
• A new screen pops-up, indicating that 2 headings match a cross-reference and require maintenance
• Supplies old form of heading, and new form of heading
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Traced series: 490/830 button • For more flexibility when working
with headings, use the 490/830 button(s)– Requires that you bring each bib record
into Voyager, review independently
• Often takes longer, but provides more options
• Able to work with several bib records, or one bib record at a time
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Traced series: 490/830 button • Bring authority into Voyager• Use “builder search” to find bibs with
untraced heading• With authority record open, click on
490/830 button with border around button; this brings the authority into the toolkit
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Traced series: 490/830 button • Retrieve 1st bib• Click on 490/830 button (again)• NOTE: The 490/830 button with a
border works with multiple bibs
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Traced series: 490/830 button • Changes are made • If needed, edit $v
Originally had 8, I changed to: v. 8 in order to follow pattern from 642 field
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Untraced series: 490/830 button • Also possible to convert a traced
series to untraced• Open authority• Verify 645 field has “n” • Bring all bibs into Voyager• With authority open, click on 490/830
button to add heading to toolkit
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Untraced series: 490/830 button • Open 1st bib• Click on 490/830 button• NOTE: The 490/830 button without a
border edits one bib record at a time
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Toolkit reports
• The Toolkit makes an abundance of reports
• In toolkit setup, indicate folder path
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Global Headings Change & Preview Queues • No authority outsourcing vendor?• Consider using the Voyager Global
Headings Queue– (The toolkit does not delete heading
from queue)
• Disadvantage: Retrieves all headings, not just series
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Global Headings Change & Preview Queues• Click on search • Open authority and hit the Red cross
button or 490/830 button