3 CREATING RECORDS

There are a variety of ways to create a new record:



3.1 OPEN NEW RECORD

This function enables you to create a new record from scratch. To do this, follow the steps below:
  1. Select New Record from the Cataloging menu.

  2. Highlight the appropriate format for your record from the Choose Record Format dialog box and click OK.A form for the LDR field is displayed in the upper pane:



    The Tag Information tab of the lower pane provides a guide to the valid values for filling in the form:



  3. After you finish editing the form, click OK. If the form has been set to be verified for correctness, the system checks for potential errors.

    If errors have been found, the error messages are shown in the Messages tab of the lower pane. The system displays a prompt informing you that checking the field reported warnings and asks if you are sure that you want to close the form.


Following the editing of the forms, a new record is created with the required leader. The new record is displayed in the Catalog Editor (upper pane).



The record automatically receives a temporary filename that begins with the prefix "NEW" and a number.

You can continue adding fields and subfields to the record (see Editing Records).

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3.2 OPEN TEMPLATE

This function enables you to create a new record based on a pre-defined template. To do this, follow these steps:
  1. Select the "Open Template" option from the Cataloging menu or click the icon from the Cataloging bar.

  2. Select the appropriate template from the List of Templates dialog box. Different templates can be created and used for various physical formats (for example, MARC, MAB), types of materials (for example, books, serials), and so on (see Templates).



  3. A new record is created with a full range of available fields. The content of each field is often blank. The template determines the text and subfields that are included. For more information see the Creating Templates section. You can now continue editing records. The Tag Information tab of the lower pane provides a guide on the use of valid indicators, subfield codes and values for the highlighted field.

    You can fill in the content of a field or subfield by typing directly, by searching field or subfield headings.



    The record automatically receives a temporary filename that begins with the prefix "NEW" and a number.

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3.3 DUPLICATE UNOPENED LOCAL RECORD

This function enables you to create a new record by duplicating an unopened one that is located on your local drive. To do this, follow these steps:

  1. Select Open Record on the Local Drive from the Cataloging menu.

  2. A list of records is displayed. Highlight your desired record. A preview of the contents of the record is displayed on the right side of the window.



  3. Click the Duplicate button on the list of records. A copy is made of the highlighted record and a new local filename is assigned with the prefix "NEW". You can now edit the copied record.

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3.4 DUPLICATE ANY OPEN RECORD

This function enables you to copy the currently displayed record and then edit the copy. The new record is located on your local drive and a new local filename is assigned with the prefix "NEW".

To use this function with the currently displayed record, use the Ctrl+N shortcut key or select Duplicate Record from the Cataloging menu.

You may be able to choose the library in which you want the new record duplicated.

3.5 CREATE HOLDINGS (HOL) RECORDS

Holdings records can be created through the Record Manager of the Cataloging tab (lower section of the left pane).



The HOL Records tab lists the holdings records linked to the record displayed in the Catalog Editor. This tab also enables you to access a selected record for editing and to create new holdings records.

To create a new holdings record, click Create. The new record is automatically created. To edit the new record, click Edit.

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Go to next section (Editing Records)