VUGM 2001: USING VOYAGER CATALOGING WITH OCLC

Powerpoint presentation available to Hamilton Library collection services staff at: F:\Community\Voyager\CatStuff\OCLC\VUGM.ppt

Ruth Horie
Cataloging Dept., Hamilton Library
University of Hawaii at Manoa
Honolulu, HI 96822
Phone: 808-956-2764
Fax: 808-956-5968

Questions: ruthh@hawaii.edu

VERSIONS USED

• Microsoft Windows 98
• Netscape Communicator 4.7
• OCLC CatME 1.20
• OCLC Passport 1.10
• Voyager 99.1

WORKFLOW

• Copy cataloging
• OCLC CatME to Voyager
• OCLC Passport to Voyager
• Original cataloging
• Voyager to OCLC CatME
• OCLC CatME to Voyager

CONFIGURATION

• Windows
• OCLC CatME
• OCLC Passport
• Voyager

CONFIGURE WINDOWS

• Use My Computer or Windows Explorer
• Create an "Import" folder
• Under the "Voyager" folder:
• C:\Voyager\Import

CONFIGURE OCLC CatME

• Tools, Options:
• Batch processing: Export
• Click: OK
• Export format: USMARC
• Click: Create
• New export destination: File
• Click: OK
• File: C:\Voyager\Import\catme.dat
• Click: OK
• Click: Close

CONFIGURE OCLC PASSPORT

• Create a new Voyager session
• Use Session Guide
• Save an existing session
• Edit an existing session

CREATE NEW VOYAGER SESSION WITH SESSION GUIDE

• CREATE NEW SESSION:
• Click: Session, Create
• Use session guide?
• Click: Yes
• OCLC Services: PRISM Cataloging
• Click: Next
• Access method: Internet
• Click: Next
• Enter authorization and password
• Click: Next
• Type session name: Voyager
• Click: Finish
• Open this session?
• Click: Yes

CREATE A NEW SESSION FROM AN EXISTING SESSION (session will be named "Voyager")

• Open existing session
• Save as new session
• Click: session, save as
• Type session name "Voyager"
• Click: OK
• Open "Voyager" session
• Click: session, settings
• "Export/Transfer" tab
• Click: create
• Export destination: file
• Click: OK
• Change folders to: C:\Voyager\Import
• Change file name to: passport.dat
• Click: OK
• Accept Export Destination
• Click: OK
• End setup for export
• Click: OK
• Save changes to "Voyager" session
• Click: Yes
• Click: session, close

EDIT AN EXISTING SESSION (session will have same name as existing session)

• Open existing session
• Change session settings
• Create export destination file
• Save session and close

CONFIGURE VOYAGER

• Options
• Preferences
• Session defaults & preferences
• General
• bib import/replace profile: OCLC conditional
• Folders/files
• import: C:\Voyager\Import
• Mapping
• local import: OCLC

COPY CATALOGING WITH OCLC CATME

• Search OCLC, retrieve record, update record
• Click: Action, Update
• Prepare record for export
• Click: Action, Export
• Prepare batch for export
• Click: Batch, Local processing
• Transactions: Export
• Click: Start
• Batch processing:
• Click: OK
• Import to Voyager:
• Click: Record, import, from new file
• Highlight import file: catme.dat
• Click: Open
• Highlight line
• click: OK
• Save record to database

COPY CATALOGING WITH OCLC PASSPORT

• Search OCLC, retrieve, update, export record
• Import to Voyager
• Click: Record, import, from new file
• Import file: passport.dat
• Click: Open
• Highlight line
• click: OK
• Save record to database

ORIGINAL CATALOGING: OCLC TO VOYAGER

• Catalog in OCLC CatME
• Update record
• Export to local file
• Import to Voyager

ORIGINAL CATALOGING: VOYAGER TO OCLC

• Catalog in Voyager
• Access title in OPAC with Netscape
• Save record as MARC file
• Click: file, save as
• Accept default filename: Pwebrecon.cgi
• Click: Save
• Change filename to: pwebrecon.dat
• Click: Open
• Import to OCLC CatME
• Do not delete import file (can be used again for next import)
• Update record
• Export to local file (optional)
• Add OCLC 035 tag with exact subfield ‘a’ to Voyager bib record
• Import to Voyager (optional)
• Merge record (optional)
• Click: Replace/Merge OCLC Merge

OCLC PASSPORT BONUS: Delete the "grey area"

• Open session
• Click: Session, settings
• Click "Display" tab
• Element: non-text area
• Click: Define
• Select basic color: white
• Click: OK
• Save changes
• Click: Yes
• Grey "non-text area" is white