Cataloguing Client Manual - National Library Of Australia

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Cataloguing Client ManualEdition no. 2

Contents National Library of Australia, October 20052nd ed.Last revised July 2013-2-

ContentsContents1Introduction61.1What is Libraries Australia . 61.1.1 Libraries Australia Cataloguing (LAC) . 61.1.2 Libraries Australia Search . 71.1.3 Libraries Australia Document Delivery (LADD) . 71.1.4 Libraries Australia Administration . 71.2The ANBD. 81.3Charges . 91.4Availability . 91.5Customer Service. 91.6System requirements for the Client . 91.6.1 Hardware . 91.6.2 Software . 91.6.3 Fonts . 101.7Logging On/Logging Off . 111.7.1 To Logon . 111.7.2 To Logoff. 121.7.3 Scripted Logins . 121.8Changing Your Password . 131.9Installing/Uninstalling the Client . 131.9.1 Install . 131.9.2 Uninstall . 131.10 Online Help . 142Cataloguing Client Interface152.1Introduction . 152.2Title bar . 162.3Menu bars . 162.3.1 Standard Functions . 162.4Command Bar . 242.4.1 Command Line . 242.4.2 History List . 242.4.3 Font settings . 252.5Message Bar . 252.5.1 Font Settings . 262.6Special characters Bar . 262.6.1 Font Settings . 262.7Status Bar. 272.8Document Window . 272.8.1 Connection and Context . 272.8.2 Multiple Document Windows and Connections . 272.8.3 Organising Document Windows . 272.8.4 HTML pages . 282.9Options . 282.9.1 Customize . 282.9.2 Preferences. 332.9.3 Storage of User Preferences . 392.10 Parameters and User Data. 392.10.1Parameters . 392.10.2User Data . 412.10.3User Statistics . 43-3-

Contents3Searching463.1Introduction . 463.1.1 Button Bar . 473.1.2 Navigation . 473.2Searching . 483.2.1 Command line searching . 483.2.2 Additional Discriminative Information (ADI) . 523.2.3 And . 563.2.4 Or . 573.2.5 Not . 573.2.6 Nesting . 573.2.7 Wildcards . 573.2.8 Proximity operators . 583.2.9 Precedence summary . 593.2.10Approximate matching . 593.2.11Hyphenated terms . 593.2.12Quotes . 603.2.13Punctuation . 603.2.14Searching an index term/mnemonic, operator name or set number . 603.2.15Diacritics . 603.2.16Scripts or Romanised searching . 603.2.17Searching superseded Amicus and CJK record numbers . 613.2.18Search Screen . 623.2.19External Databases . 633.2.20Authority records . 653.3Viewing Search results . 653.3.1 History screen . 663.3.2 Retrieving results – Brief presentation screen . 674Cataloguing734.1Introduction . 734.1.1 Overview . 734.1.2 Encoding levels . 734.1.3 Descriptive cataloguing standards . 744.1.4 Indexing . 844.2Pre Cataloguing Checks / Before Cataloguing . 844.3Creating a New Bibliographic record . 854.3.1 Insert/Edit functions . 864.3.2 Insert or Edit a record . 904.3.3 Creating a bibliographic record from new . 994.3.4 Editing and/or upgrading a record . 1134.3.5 Deleting a Record . 1144.3.6 Holdings . 1144.3.7 Downloading Records . 1174.4Authority Records . 1184.4.1 Basic structure of an authority record. 1194.4.2 Creating an Authority record . 1204.4.3 Copying a record from an External database. 1254.4.4 Editing an Authority record . 1254.5Script functionality . 126Appendices128A1Command Options . 128-4-

ContentsA1.1 Command Options . 128A1.2 Keyboard shortcuts . 130A1.3 Button bar . 131A2Index definitions . 133A3Coded data in Brief view. . 143Bibliographic record codes . 143Authority record codes . 145A4Error messages and Troubleshooting . 146A4.1 Troubleshooting . 146A4.2 Error messages . 146A4.3 Searching . 146A4.4 Validation error messages . 147A5Guidelines on the use of templates . 149A5.1 Libraries Australia Policy on Templates . 149A5.2 Data Standards . 149A5.3 Number of Predefined Templates . 149A5.4 User Defined Templates . 150A6Diacritics . 151A7External databases, Z39.50 targets . 153A8Keyboard layouts and Input Method Editors. 155A8.1 Windows XP . 155A9Unicode fonts . 158A10 Bibliography . 159A11 Training Logins . 160GLOSSARY162INDEX167-5-

Introduction1 Introduction1.1What is Libraries AustraliaLibraries Australia is the National Library of Australia’s resource sharing and resourcediscovery service and hosts the Australian National Bibliographic Database (ANBD).The ANBD is a unique source of Australian data and contains the holdings of over1200 Australian libraries. In addition, the ANBD is a source of non-Australianbibliographic information.Libraries Australia consists of three major services: Libraries Australia Search; Libraries Australia Cataloguing; and Libraries Australia Document Delivery.This manual is intended for users of Libraries Australia Cataloguing.Information about Libraries Australia is available through:1.1.1 online help in each of the three services; manuals and quick reference guides; Libraries Australia newsletter: r/ Libraries Australia Website at: nla.gov.au/librariesaustralia/; and Discussion List librariesaustralia-l: See subscription detailsat cussion-lists/Libraries Australia Cataloguing (LAC)Access to Libraries Australia Cataloguing is via a Client application (the Client). TheClient uses a graphical user interface based on Microsoft Windows technology thatenables both searching and cataloguing. The Client supports searching on most fieldswithin a MARC record via a choice of indexes and enables the addition, editing anddeletion of bibliographic, authority and holdings data on the ANBD in real time.Cataloguers can also import records from other databases.The Client uses the Windows Intelligent Bibliographic Workstation, known asWinIBW, which uses the OCLC Pica Central Library System (CBS) software,developed in The Netherlands.Records are added, edited, loaded and exported in MARC21 format but are stored inPica format. The CBS system is a Unicode compliant system, but records can beimported and exported in either MARC8 or Unicode encoding.Further information about the Libraries Australia Cataloguing Client is availableat: /client/-6-

Introduction1.1.2Libraries Australia SearchLibraries Australia Search provides a powerful and user friendly interface to theANBD and other databases. Searchers can not only find an item and identify whichlibrary holds it but can "get" the item, either online, at their library, at other libraries orat bookshops/suppliers.Libraries Australia Search allows you to download and save records, save searchesand create alerts. A simple web input form is also available through LibrariesAustralia Search. You can create a basic bibliographic record or add, edit or deleteholdings to a record in the ANBD. You can import a record from an externaldatabase, edit it, add your holdings and it will be added to the ANBD. For moreinformation on this form see the Libraries Australia Search manualat uals-guides/1.1.3Libraries Australia Document Delivery (LADD)Libraries Australia Document Delivery is the national interlibrary loan and documentdelivery service. Users can identify a potential supplier via a Z39.50 search of theANBD, Te Puna, CISTI and Infotrieve, and request the item in LADD. Bothrequesters and suppliers can use the system, including its Payments service, to manageall aspects of their interlibrary loan and document delivery activity.LADD uses the Virtual Document eXchange (VDX) software which was developed inBritain by Fretwell Downing.1.1.4Libraries Australia AdministrationThe Libraries Australia Administration System (Administration System) will recordinformation about Libraries Australia customers and their organisations (mainlyLibraries). An administration interface will allow administrators from eachorganisation to record and manage their Libraries Australia users. Libraries Australiaadministrator staff will be able to manage user groups and users of Libraries Australiafrom any organisation. Authentication and access will be managed through theAdministration System and will provide data for the authentication and authorisationto access the following services: Libraries Australia Search; Libraries Australia Cataloguing; Record Import Service; Record Export Service; Z39.50 search of external databases; Usage reports; Management reports; and Customer database.The Administration System will receive data from the Libraries Australia services andproduce billing data and usage data for customer reports and management reports.See Figure 1-1 for a diagram of the relationships of the different sections of LibrariesAustralia.-7-

IntroductionFigure 1-1 Libraries Australia Services1.2The ANBDThe ANBD, accessed through Libraries Australia services, contains more thanfourteen million bibliographic records and forty million holdings records for items inAustralian library collections.In addition to records created and maintained by Australian libraries, files from othersources are regularly loaded to the ANBD. These include: Library of Congress records; Blackwells Table of Content

4.1.3 Descriptive cataloguing standards . Libraries Australia is the National Library of Australia’s resource sharing and resource discovery service and hosts the Australian National Bibliographic Database (ANBD). The ANBD is a unique source of

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