Creating a MARC Bib Workform

MARC bib workforms are the templates that you use to create the bib records that represent individual titles you may have in your library. A MARC bib workform should include all tags, including fields and subfields, that a bib record for a certain type of item would usually contain.

For example, a MARC bib workform for a book might include tags for a title statement, a publication and distribution statement, and a physical description. However, it might not include a statement of responsibility subfield in a title statement tag because that subfield could be filled in several different ways, such as with a personal name or a corporate name.

When you use a bib workform, you are not limited to the fields and subfields on the workform. You can add other tags and subfields that are necessary to create a complete record.

To create a MARC bib 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.

MARC Bib

Leave this button marked.

4 Click OK.

Horizon closes the dialog box and displays the new workform.

5 Add the tags and subfields that you want your workform to contain. (For instructions, see Adding a Component to a MARC Record.)
6 Choose Marc, Show Control Record, or click the Record Status icon ( ).

Horizon opens the Control Record for Workform window:

7 Enter a status in the Status field, or click on the drop‑down menu to choose from a list of valid status codes. (For information on record statuses, see Changing a Bib or Authority Record’s Status.)
8 If you want to, enter a selection list code in the Selection field that will apply to all the items created from this workform, or click on the drop‑down menu to choose from a list of valid codes.
9 If you want to change ownerships, do one or both of these options:
In the Owned By field, use the drop-down list to change the code to the owner that you want for this workform.
In the Default Owner field, use the drop-down list to change the owner that you want to assign to any records created using this workform.
10 If you want only staff members to be able to view records created from this workform, mark the Staff Only box. (For more information on specifying records for staff only, see Specifying a Record for Staff Use Only.)
11 Click OK.

Horizon closes the Control Record for Workform window and returns to the MARC workform.

12 Save your changes.

 


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