KLC Workshop
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This document provides an overview of searching, customizing, and requesting features in the new hybrid KLC catalog. It summarizes: - The three types of searches and best search types for different targets - Tips for faster searching like using ISBNs and checking the Kansas Main Catalog first - How to customize search results screens and preferences - The interlibrary loan requesting process and tips for multiple copy requests - Cataloging procedures and best practices for libraries within and outside the KLC consortium
KLC Workshop
- 1. Welcome to the New Hybrid KLC! Fall 2009
- 2. Searching 3 types of searches: * Keyword * Browse *Advanced
- 4. Searching New (or unfamiliar) features: * check boxes * info bubbles
- 6. Searching Best search types for Z targets: * Title * Author * Subject * ISBN
- 8. Searching For faster searching: * try Kansas Main Catalog first * then try other resources * use ISBNs whenever possible
- 9. Searching Use these only in Kansas Main and other AG resources: * Browse * Scoping * Limit by material type, language, date, etc. * Number searches other than ISBN
- 11. Searching On results screen: * Zeros means target is down or doesn't have any matching items * To check if a site is down, try Keyword Title search for KANSAS * Don't report sites that are down unless down several days
- 13. Searching * Once results are back, combine results using Results Display Mode drop-down * Will only combine results on initial screen, not all records for title/ISBN * After combining results, clicking on title will show first library listed; see different versions by clicking on other libraries
- 16. Searching Main thing to remember for ILL: Find a record with an ISBN and AGent will do the rest
- 17. Customizing Screens 3 main places to customize: *My Preferences *PAC Admin – Search Resources *PAC Admin – Manage Search Settings
- 18. Customizing Screens My Preferences – use this to set: * # of items on brief display list * default sort within resources * default search type * default search indexes * locally-useful web links Can be different for each user
- 21. Customizing Screens PAC Admin: Search Resources – use this to: * select/deselect resources * set default search resources * add reference databases * set order in which resources appear
- 25. Customizing Screens PAC Admin: Manage Search Settings - use to customize left pane on search results screen *width *elements to display *whether elements are expanded or collapsed
- 27. ILL Requesting When a request is submitted: * goes to Awaiting Lenders while AG searches behind the scenes for other lenders * then to Awaiting Approval (mediated) or Pending at the first lender (unmediated)
- 29. ILL Requesting Requesting multiple copies: * instead of Request This Item , use Multi-copy Request on left side under ILL Options * AGent will search for all potential lenders - may take several seconds * enter # of copies needed in box under Lender List box * # of copies needed must be < or = number of holders
- 32. ILL Requesting Handy hint! If you really want to know what lenders will be on the lender list for a request, use Multi-Copy Request and leave # of copies needed at 1.
- 33. ILL Requesting A note to Z target lenders: If we access you as a Z target and requests with ISBNs for items checked out (or otherwise unavailable for ILL) aren't bypassing you, let us know: * your library code * the ISBN in the request * the exact status in your local system (including capitalization and punctuation)
- 34. Cataloging For libraries in Kansas Main, find records in this order : * Kansas Main, use Add a Holding * Library of Congress, use Add a Record * other Z targets, use Add a Record
- 38. Cataloging For libraries who are not Z-targets (cont.): After you add your holding and copy the record to Kansas Main (if needed), you can add to your cart to download to your local catalog.
- 39. Cataloging For libraries who are Z-targets: Follow standard practice, especially in * 020 * 1xx * 24x * 6xx Use local notes (59x) & local subject headings (69x)
- 40. Cataloging For libraries who are Z targets (cont.): You can access Kansas Main as a Z target; e-mail Rhonda or Jeff If you want to access other Kansas Z targets, contact each library for info.
- 41. More Questions? Contact: Rhonda <rmachlan@kslib.info> Jeff <jeffh@kslib.info> Patti <pattib@kslib.info> 800/296-3296