Creating a Non‑MARC Workform

You can work in two types of non‑MARC workforms: static and dynamic. Within each type are two kinds of non‑MARC workforms: authority and bib. This means that you can create four different non‑MARC workforms: static authority workforms, static bib workforms, dynamic authority workforms, and dynamic bib workforms. Although static and dynamic workforms look similar, they “behave” differently.

Workform type

Description

Static non‑MARC workforms for bib and authority records

These have predefined fields. You cannot add fields to these workforms when you are creating a record from them. Consequently, all necessary cataloging fields should already be included on the workform.

Dynamic non‑MARC workforms for bib and authority records

These also have predefined fields. However, you can add fields to these workforms when you are creating a record from them. Consequently, this workform may contain a minimum number of fields.

MARC bib records can link only to MARC authority records. Non‑MARC static bib records can link only to non‑MARC static authority records, and non‑MARC dynamic bib records can link only to non‑MARC dynamic authority records. Horizon ships with one example of a static non‑MARC author authority workform and one example of a static non‑MARC bib workform. Before you can create non‑MARC bib records, you must create all the other non‑MARC workforms that you want to use. If you do not, you cannot create non‑MARC bib records because you do not have the tools (the non‑MARC workforms) to create the non‑MARC authority records to which they link. When you create non‑MARC workforms, you should give them names and labels that remind you that they are non‑MARC and whether they are static or dynamic.

Your system administrator must set up several views before you can create non‑MARC workforms. (For more information, see “Setting Up Non‑MARC Parameters” in the Cataloging Setup Guide.)

To create a non‑MARC 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 opens this dialog box:

3 Enter information in 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.

Non-MARC

Mark this button.

4 Click OK.

Horizon closes the dialog box and displays the Edit Workforms window:

5 Complete these fields on the window:

Field

Action

Type

Mark one of these buttons to choose the type of workform that you want to create:

Static non‑MARC bib
Dynamic non‑MARC bib
Static non‑MARC auth
Dynamic non‑MARC auth

Note: Workforms for static and dynamic authorities must exist before you can add new authorities to static and dynamic bibs. Make sure that you create workforms for the static and dynamic authorities before you create bib record workforms.

Staff only?

If you want only staff members to be able to view records created with this workform, mark this box.

(For more information, see Specifying a Record for Staff Use Only.)

Bib status ‑or‑ Auth status

Enter either a bib or authority status, or click Codes for a list of valid choices.

(For more information, see Changing a Bib or Authority Record’s Status.)

Selection

If you want to, you can enter a selection list code that will apply to all the items created from this workform, or click Codes for a list of valid choices.

(For more information, see Using a Selection List.)

Owned by

Enter the name of the owner for the workform.

If you do not enter a name, Horizon uses the default specified in your Login Options. (For more information on Login Options, see the “Logging In to Horizon” section in the “Getting Started” chapter of the Horizon Basics Guide.)

Default Owner

Enter the name of the default owner for records created with this workform.

If you do not enter a name, Horizon uses the default specified in your Login Options. (For more information on Login Options, see the “Logging In to Horizon” section in the “Getting Started” chapter of the Horizon Basics Guide.)

Order

Assign an order number for the field that you will add.

(For example, a “1” in the Order field designates that field as the first field to display on the workform.)

Note: SirsiDynix recommends that you use nonsequential order numbers (such as 10, 20, 30, and so forth). This lets you add new fields later without having to renumber the existing fields.

Field Group

1 Enter the field that you want to add, or click Codes for a list of valid choices.

Note: Your system administrator must set up Non‑MARC field groups in a view before you can use them. (For more information, see “Setting Up Non‑MARC Parameters” in the Cataloging Setup Guide.)

2 Click New on the Field groups group.

Horizon clears the Order and Field Group fields, puts “(New)” in the list field, and, in the upper‑right corner of the group, displays the number of fields in the list including the new field that Horizon is ready to create.

3 Repeat these Field Group steps until you have added all the fields that you want to include on your workform.
6 Save your changes.

 


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