Setting Up Non-MARC Parameters

The process of creating and editing non-MARC records sounds similar to creating and editing MARC records: catalogers use a workform to create new records, add and delete fields, attach authorities, and edit text. However, the processes of setting up the parameters and using the workform, and the way the workform looks, are different.

Here is an example of a simple non-MARC record:

Catalogers choose from a list of non-MARC workforms you establish, and add information in fields. Horizon lets you create two types of workforms:

Static Workform. Used to create records to which fields cannot be added or deleted. A static workform lets you control the fields and information catalogers can include in a record.
Dynamic Workform. Used to create records to which fields can be added or deleted. A dynamic workform provides catalogers more flexibility with the fields and information they can add to or delete in a record.

Each workform contains a set of default fields. You must set up the default fields for both types of workforms, and the fields catalogers can add to dynamic workforms. Setting up the fields includes specifying these things:

Elements. In a non-MARC workform, elements are the control records that link non-MARC data to MARC numbered fields so Horizon can index the non-MARC data properly. This is called “mapping.”
Field groups. These are elements that are added as a unit. (For example, an imprint group could include the place of publication, the publisher’s name, and the publication date.) Field groups can contain only one field, or several.

These instructions describe the workflow necessary to set up non-MARC cataloging (you must do all the steps in the order shown):

1 Use the non_marc_element view to create bib-based non-MARC elements.

Leave the Auth Workform field blank for now.

For instructions, see Setting Up a Non-MARC Element.

2 Use the non_marc_element view to create authority-based non-MARC elements.

Always leave the Auth Workform field for authority-based non-MARC elements blank.)

For instructions, see Setting Up a Non-MARC Element.

3 Use the non_marc_field_group view to create bib-based non-MARC field groups.

Use the bib elements created in step 1.

For instructions, see Setting Up a Non-MARC Field Group.

4 Use the non_marc_field_group view to create authority-based non-MARC field groups.

Use the authority elements created in step 2.

For instructions, see Setting Up a Non-MARC Field Group.

5 Go to Cataloging and create non-MARC authority workforms.

Use the authority groups created in step 4.

For instructions, see “Creating a Non-MARC Workform” in the “Workforms” chapter of the Cataloging Guide.

6 Reopen the bib elements you created in step 1 and attach the non-MARC authority workforms you created in step 5 to the non-MARC bib elements.

For instructions, see Setting Up a Non-MARC Element.

7 Go to the MARC Editor and create non-MARC bib workforms.

When you set up non-MARC elements, groups, and workforms, you create the tools that catalogers use to build non-MARC records. Your catalogers may find it helpful if you identify each tool as non-MARC when you set it up. (For example, label the title field “NMTitle”.) This can help the catalogers use the right tools—MARC or non-MARC—when they build records.

This section explains these topics:

 


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