Creating a Workform

After you decide which tags and subfields are necessary to produce the type of record your library needs, you can create your own original workform. (For more information on deciding which tags and subfields to use, see Deciding which MARC Tags to Use on a Community Resources Record.)

This section explains how to create your own original workform. (You can also create a new workform by copying an existing one, then updating the fields. For instructions, see Copying a Workform.)

To create a workform

1 Start the Workforms process.

The default location of this process is the Cataloging folder on the navigation bar.

Horizon displays the List Workforms window.

2 Click New.

Horizon displays the new Workform dialog box:

3 Complete these fields:

Field

Action

Name

Enter a name for your workform.

(You can enter up to seven characters.)

Description

Enter a description of the workform.

MARC Bib

Leave this box marked.

4 Click OK.

Horizon displays the New Workform window with the name you assigned to the workform on the title bar.

5 Add all tags and subfields that you want the workform to contain.

To do this, choose Edit, then Add Tag or Add Subfield until your workform template is complete. (For instructions, see “Adding a Field to a MARC Record” in the “MARC Records” chapter of the Cataloging Guide.)

Important: Do not add authority-controlled tags to the workform. You must add these tags manually when you create individual records.

6 Click the Workform Status button( ) on the top of the workform.

Horizon displays the Control Record for Workform window:

7 Enter a status in the Status field, or click the arrow next to the box to choose a code from the list. (For information on record statuses, see “Changing a Bib or Authority Record’s Status” in the “Control Records” chapter of the Cataloging Guide.)
8 Click OK.

Horizon closes the Edit Workform Status Information window and returns to the MARC workform.

9 Save your changes.

 


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