GIL User Group Meeting

1. GIL User Group Meeting Introduction to Voyager Keeley Sorokti May 21, 2003

2. Introduction to Voyager • Voyager – an integrated library automation system • Record Relationships in Voyager • System-wide Configuration • Policy Groups • Search Configuration • System-wide Parameters • Tips to get the most out of Voyager

3. Introduction to Voyager • Voyager is built on multi-tiered client-server architecture. • Runs on an Oracle relational database management system on UNIX and Microsoft Windows 2000 platforms • Provides, graphical user interfaces and built-in EDI capabilities • Access to images, full text and other local and remote resources

4. Introduction to Voyager • Voyager complies with library standards:- MARC21 - Z39.50 - UN/EDIFACT • ISO 10160/10161 • Coming Soon: - Unicode - NCIP

5. Introduction to Voyager • Voyager Basic Modules: • Acquisitions and Serials • Cataloging and Authority Control • Circulation and Course Reserves • OPAC • Reports • System Administration

6. Introduction to Voyager • Extension Modules: • Universal Borrowing • Citation Server (with LinkFinder) • Media Scheduling • Inter-Library Loan • Self-Check (3M) • Image Server • ENCompass for Resource Access • Universal Catalog • ENCompass for Digital Collections • LinkFinderPlus

7. Introduction to Voyager • Voyager is an integratedlibrary system so understanding how the different parts of the system are related will help you get the most out of Voyager. • System Administration set up is critical to managing how Voyager operates: • System-wide – locations, patron groups & item types, index and search definitions, etc. • Module - for OPAC, Circulation, Acquisition, Cataloging, Security

8. Voyager Record Relationships • Bibliographic • Authority • MARC Holdings (MFHD) • Item

9. Record Relationships • The Bibliographic Record contains all of the bibliographic information about the item: Title, Author, Subject Headings, etc. • The Holding Record contains all of the information regarding the locations and call numbers. A separate holding record exists for every unique combination of location and call number. • The Item Record contains information to the unique item in hand: the barcode number, copy information, copy price, temporary location/item type

10. Voyager Bibliographic Relationships Medical Item Main Item Bibliographic Record Main Library Holdings Law Library Holdings Medical Library Holdings Law Item

11. Record Relationships • One holding per copy where the 852|b contains the name of the holding library and the 852|h has the call number. • The 866 contains barcode information specific to the copy’s enumeration and chronology data.

12. Record Relationships • Multiple copies of the same title in the same location have their own MFHD and item record. • Each copy has its own barcode and call number.

13. Record Relationships • Single copy of a serial • All item records (volumes, parts, and numbers are linked to a single MFHD.

14. System-wide Configurations • Locations • Item Types • Patron Groups

15. System Wide: Locations • Happening locations are those places in the library where activities and transactions occur, such as, circulation desks, cataloging units, and acquisitions departments. • Storage or shelf locations are those where items live, such as, main stacks, reference, off-site, and media. • A 10-character code and a 25-character OPAC (WebVoyáge) display name you will use for each of these locations

16. System-wide: Items • An Item Type is stored in an item record as part of the identification process. • An Item Type is one of the elements determining circulation policy. • Item Types have default replacement values that are used for lost item processing when the Price field of the item record is blank.

17. System-wide: Patron Groups • A Patron Group determines a patron’s circulation privileges. • A Patron Group determines the point at which various patron blocks become effective. • A Patron Group is one of the elements determining circulation policy

18. Policy Groups • Acquisition/Serials • Cataloging • Circulation • Matrix Definitions

19. Policy Groups: Acquisitions/Serials • In an Acquisitions/Serials Policy Group, you identify all the locations for which an acquisitions department orders, receives, claims, and pays for materials. • You define at what locations you perform order, receive, claim, and pay functions so that the system has a way to count transactions occurring at specific places in your library.

20. Policy Groups: Cataloging • In a Cataloging Policy Group, you identify all the locations for which a cataloging department catalogs and classifies materials. • Define certain default values, like the classification scheme that applies to locations belonging to the Group. • The Policy Group also identifies one or more of its locations as an area where cataloging is performed and compiles statistics on the volume of processing

21. Policy Groups: Circulation • In a Circulation Policy Group, you identify all the locations for which any circulation desk (or group of circulation desks) charges/discharges materials. • Circulation matrices will determine patron block levels and loan policies for all the various combinations of Patron Groups and Item Types • All circulation desks belonging to a Circulation Policy Group must use the same Circulation Calendar.

22. Security • Operator Profiles • Master Profiles • Client Profiles

23. Security: Master Profiles • An operator can only belong to one master profile. The master profiles allow access to and grants the ability to change things in SysAdmin. • If you want operators with differing levels of SysAdmin privileges, you should set up those profiles in Master Profiles. (ie Acq. Supervisor can only update Acq. Profiles & Security)

24. Security • Operator security across modules • Examples: Reference staff who have view-only to ledger Acquisitions staff who have access to Cataloging • View-only option • Passwords: generic vs. specific • Maintaining security over time • Change passwords when staff leave • Change generic passwords periodically • Can I change profiles? YES!

25. Security: Adding New Location • Remember: • Update Security Profiles when you add a new location • If you don’t do this, your operators will not have access to that location in the client.

26. OPAC • OPAC Messages • OPAC Request Forms • OPAC Circ Policies • Miscellaneous (for Callslip)

27. Search Configuration • Search Definitions • Composite Definitions • Keyword Searches • Database Definition • Field Weighting • Material Type • Bib Display Text • Hook to Holdings • Headings Filters

28. Relevance Keyword Command (Boolean) Keyword Left-Anchored (Single Field) Left-Anchored (Composite Headings Index (Left-anchored) Call Number (Left-anchored) Search Configuration: Indices

29. Owning Libraries Print Locations Callslip Print Groups Statistical Categories Access Control Groups Fine/Fee Reasons Default Address Base Currency Miscellaneous Circulation Calendar Location Limit Groups System-wide Parameters

30. Tips for Using Voyager • Press F1 for online help. • The symbol for truncation in all modules is “?” • Use the ALT key+ the underlined letter or function key to move quickly thru menu options . • Press ALT and Print Screen to copy the screen. Paste into a word doc to print. • If a module stops responding press ALT and TAB (at the same time) to see all the hidden windows.

31. Tips for Using Voyager • Drop down menu’s have additional options not available thru icons. • Standardize terms used in free form data entry fields. • Use session preferences to check for duplicate detection on item barcodes in cataloging, circulation and acquisitions. • In some fields (fine/fee type, patron group) you can type the first letter of your response which will take you to that portion of the pull down menu

32. Questions

33. Afternoon Sessions • 1:15- 2:00Working with Support, SupportWeb, Knowledgebase or How to get quick answers to your questions! • 2:30-4:00What’s New in Voyager 2001.2 or Making the most of the latest version of Voyager!