© 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino...

transcript

Cataloging Using SmartPORT

Jean Caswell & Cathy TijerinoSoutheastern Louisiana University

SCUUG 2002 Conference

SmartPORT Configuration

WorkFlows HelpFAQs: Setting Up Unicorn Z39.50

the Quick and Easy Way Getting Started with Z39.50

SIRSI Customer Support webpage

Z39.50 Corner

Add a Z39.50 Element

On WorkFlows configuration toolbar OPAC Configuration wizard• Select Gateway• Select modify iLink• In Root Element folder, select modify Root• In Gateway Elements folder, select modify KNOWLEDGE_PORTAL•In Gateway Elements folder, select modify Z39.50• In Gateway Elements folder, duplicate an element

Creating Search Names

On WorkFlows configuration toolbar OPAC Configuration wizard• Select Name Mapping• Modify OCLC• In Mappings folder, click on New button• Click on Search name gadget, select OCLCNUM• Click on Search use attributes gadget, select LOCAL-NUM• Click Save changes

SmartPORT Settings

WorkFlows Help• Load Bibliographic Record Options: Call Sources

– Class scheme– Entry– Subfields to use– Whether the last occurrence of the entry should be

• Load Bibliographic Record Options: Title Control Number Source Value– Code MARC Entry– o OCLC number (001)– p OCLC number (035)

SmartPORT Settings

• Click on Preferences in WorkFlows menu bar• Click on SmartPORT settings • Under Bibliographic Record Load Option

click on “Match and Load” • In Title Control Number Source box, key in

“po” (for OCLC records)• In Call Sources box, key in

“LC,050,,N/LC,090,,N” (for LC call numbers)• In Library box, key in “library code”• Click on “ok”

Using SmartPORT

• Click on lighting bolt icon• Choose source(s) for exporting records• Click on connect button (you should see a

clock)• When connected, click on search• Fill in search box and click on

appropriate button (ISBN, author, title, etc.)

• Look through the list of records and click on the display button next to the record

Icon Searching

Labeled Searching

Capturing a Record

• If the record is the one you want, click on the capture button (camera)

• The Load Bibliographic Record Options screen will come up and if there are no changes in the way it should export, click on “OK”

• Another box should come saying that it is uploading “raw Marc” records. Click on “OK”

• The Loading Bib Record screen will come up with the marc record.

• You may get a message that says “Copy does not exist”. It should be loaded by this time.

SmartPORT Pros

• Export records immediately

• Very easy to search

• OCLC’s Connexion may be cumbersome with Unicorn

SmartPORT Cons

• Learn new searching techniques

• Much more expensive than using derived or numeric searching on OCLC’s Passport– Numeric/derived search

$ 0.4640– Z39.50 search/export

$ 1.1600

Websites for SmartPORT and/or

Z39.50 searching

http://www.oclc.org/oclc/cataloging/z3950/zcat_searchtips.html http://www-sul.stanford.edu/depts/catdept/docs/unicorn/smrtp_qualify.html http://www.libraries.psu.edu/iasweb/techserv/docs/smartport/spsearch.html

Additional Information

http://www.selu.edu/Academics/Faculty/jcaswell/

© 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino...

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