© 2000 southeastern louisiana university cataloging using smartport jean caswell & cathy...

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© 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

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Page 1: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Cataloging Using SmartPORT

Jean Caswell & Cathy TijerinoSoutheastern Louisiana University

SCUUG 2002 Conference

Page 2: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 3: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 4: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 5: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 6: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 7: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 8: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 9: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 10: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 11: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 12: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 13: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

used

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

Page 14: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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”

Page 15: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 16: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 17: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 18: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 19: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 20: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Icon Searching

Page 21: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 22: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Labeled Searching

Page 23: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 24: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Page 25: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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.

Page 26: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

SmartPORT Pros

• Export records immediately

• Very easy to search

• OCLC’s Connexion may be cumbersome with Unicorn

Page 27: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 28: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

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

Page 29: © 2000 Southeastern Louisiana University Cataloging Using SmartPORT Jean Caswell & Cathy Tijerino Southeastern Louisiana University SCUUG 2002 Conference

© 2000 Southeastern Louisiana University

Additional Information

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