cataloging_in_koha

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cataloging in Koha

Thomas Krichel

Literature

• chapter 5 of the Koha manual

• http://koha-community.org/documentation/

3-4-manual-en/

• I did some testing on my own installation.

before we create the first record

• MARC records contain a field for the organization that gives it a record its control number.

• This is a code called the “control number identifier”.

• You have to get one from the Library of Congress

(LoC)

• OR you make one up and make sure it’s not taken by looking at http://www.loc.gov/marc/orga nizations/org-search.php

control number identifier

• The default choice here is “OSt”. This is a code for the Stowe Public Library in Connecticut. It is definitely wrong.

• You should set the control number identifier before you start cataloging.

set control number identifier default

• You go from the main menu into system preferences.

• You select cataloging on the left.

• You find a “MARCOrgCode” entry, that you can set to your code.

• Click on “save all cataloging preferences” at the bottom.

• We can then go back to cataloging.

adding records

• From the main screen, go to cataloging, cgibin/koha/cataloguing/addbooks.pl

• Then choose “new record” from the default framework cgi-bin/koha/cataloguing/addb iblio.pl?frameworkcode=

frameworks

• koha supports cataloging frameworks.

• A framework is simply a set of HTML form interfaces to catalog a resource.

• Frameworks can be customized. You can give staff involved in the creation of cataloging records pertaining to a certain format the field they need to fill, and hide those they don’t need to fill in.

• It would be interesting to try to build one(s) for minimal MARC records.

cataloging help

• A neat feature in Koha are the question marks next to MARC field names.

• These link you with LoC help pages.

• They tell you what the field means but not necessarily enough so that you could fill it out.

Z39.50 search

• That’s cataloging for cataloging illiterates ;-)

• You can select targets to be searched but the more targets you select the longer the search will take.

• In the results window you see MARC, catalog and import selections.

• Import will import, the others are for preview.

• Example: search author name “krichel”.

Z39.50 import

• Once we have imported we see a screen cgibin/koha/cataloguing/addbiblio.pl?biblionum

ber=n1&z3950=1&breedingid=n2 where n1 and n2 are some numbers, the significance of which I am not sure of.

• In an non-customized installation if you press on save the control number identifier will be missing. You get an error javascript alert.

controlled fields

• 100 etc fields are for controlled vocabularies.

• The default for the 100 field is that it is locked.

• It can only by filled from authorized values found with an authority search.

• You have to click the ellipse next to the name to start an authority search.

• But you won’t find anything as you have no authority defined.

adding authorities

• You go to home and follow “authorities”.

• Click on “New Authority” say for “Personal

Name”.

• A Z39.50 search does not work as the data is not available at the LoC in a Z39.50 searchable way.

• You have to use http://authorities.loc.gov.

• Click on “Search Authorities”.

conducting the search

• At http://authorities.loc.gov/cgi-bin/Pwebrec on.cgi?DB=local&PAGE=First, you select the search type to “Name Authority Headings” and search for say “krichel”.

• Click on the red “authorized heading” button to follow the to an authorized heading.

• Then click on the link to view the record.

• This has to be manually transcribed ;-(

back in koha

• We are at cgi-bin/koha/authorities/authorit ies.pl?authtypecode=PERSO_NAME

• Fill 000, 003, 005 and 008 through mouse clicks. You can use the ellipse to provide more precise values if you feel like getting extra points.

• Fill in 040$a with DLC, not the suggested code.

• Move to tab 1.

authority record tab 1

• Click on “heading -- personal name”

• Transcribe 100$a with its indicators.

• If 100$d is available, transcribe this as well.

• Click on save.

• You get to http://koha.openlib.org/cgibin/koha/authorities/detail.pl?authid=n, where n is the number of the authority, starting at 1.

da capo

• Start the Z39.50 search again, import the record.

• Move the tab 1, hit the ellipse to search for the authority.

• If something is found, hit on “choose”.

• You are then brought to the screen where you set the items.

adding an item

• This is what you should add “at the very least”

– 8 collection code (from selections)

– a permanent location (from selections)

– b shelving location (from selections)

• Here the documentation is incorrect as the shelving location is “c”.

– o full call number

– p barcode

– v cost, replacement price

– y Koha item type (from selections)

bottom options for add item

• There are three options at the bottom of the screen

– “Add Item” will add just the one item

– “Add & Duplicate” will add the item and fill in a new form with the same values for your to alter

– “Add Multiple Copies” will ask how many copies and will then add that number of copies adding +1 to the barcode so each barcode is unique. Here you will be asked what number of copies to add.

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