<div dir="ltr"><div><div><div><div>Hi Vicki,<br><br></div>That's a good idea, and we will probably have to go that route. The only thing is, with Evergreen, it will be necessary to focus the cursor exactly where you want the fields on the bib record before hitting the macro button. With a template, hopefully it would be smart enough to know to put a 541 in the 5XX part of the record, and other fields in other appropriate areas all at the same time. Evergreen doesn't care where you position a field on the bib record. <br><br></div>BTW the Macro we use is freeware; <a href="http://www.jtdata.com/jtautoentry.html">JTAutoEntry</a>. Cheap is good, but free is better, eh?<br><br></div>Thanks and blessings!<br><br></div>Don <br></div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Apr 26, 2016 at 9:18 AM, Brueck, Vicki <span dir="ltr"><<a href="mailto:Vicki.brueck@ncdcr.gov" target="_blank">Vicki.brueck@ncdcr.gov</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Donald Butterworth,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">A solution you could use now is a macro program. We are using Macro Express. We have not yet migrated to Evergreen from our Voyager ILS, but we have been assured
that Macro Express works well in Evergreen. I believe that some people in SC Lends use it. It is very easy to use and the macros that one person creates can be shared with others. I happen to use it to add a 541 note among many other things. Since it is
a macro program you can do more complicated things if you wish to learn, or you can keep it simple.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Thanks,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Vicki<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Vicki Brueck<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Cataloger, Content Management and Access Branch<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Government & Heritage Library<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">State Library of North Carolina<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Department of Natural and Cultural Resources<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><a href="tel:919-807-7451" value="+19198077451" target="_blank">919-807-7451</a> office<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><a href="tel:919-733-1843" value="+19197331843" target="_blank">919-733-1843</a> fax<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><a href="mailto:vicki.brueck@ncdcr.gov" target="_blank"><span style="color:#1f497d">vicki.brueck@ncdcr.gov</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">109 East Jones St.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">4640 Mail Service Center<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Raleigh, N.C. 27699-4600<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><img src="cid:image001.png@01D19F9C.3FBCFE00" alt="cid:image004.png@01D0C310.30B97D20" height="59" width="86" border="0"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><u></u> <u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">Email correspondence to and from this address is subject to the</span></i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d"><u></u><u></u></span></p>
<p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1f497d">North Carolina Public Records Law and may be disclosed to third parties.<u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Donald Butterworth [mailto:<a href="mailto:don.butterworth@asburyseminary.edu" target="_blank">don.butterworth@asburyseminary.edu</a>]
<br>
<b>Sent:</b> Monday, April 25, 2016 3:10 PM<br>
<b>To:</b> Evergreen Community Catalogers <<a href="mailto:evergreen-catalogers@list.evergreen-ils.org" target="_blank">evergreen-catalogers@list.evergreen-ils.org</a>><br>
<b>Subject:</b> Re: [Evergreen-catalogers] Creating/Editing/Deleting Bibliographic Templates<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Sorry to have missed the conference and the MASHCAT session. (Heath issues)
<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Like unto templates ... something else to add to the wishlist are "constant data" templates. For example, we are now adding a 541 field (Immediate source of acquisition note) so that we can easily run reports
on gift books added to our collection. (Mandate from on-high administrators) We would like to be able, from the staff client, to apply a constant data record to an open bib record. Of course we would also want to be able to change the text in the template
for each gift collection, in the staff client.<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">I imagine there would be lots of other uses for constant data templates besides adding 541 fields. Whatchyathink?<u></u><u></u></p>
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<p class="MsoNormal">Don <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">On Mon, Apr 25, 2016 at 2:50 PM, Yamil Suarez <<a href="mailto:ysuarez@berklee.edu" target="_blank">ysuarez@berklee.edu</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">Hello,<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">I just wanted to add that my catalogers have always wanted to have authority templates. A related request is the ability to create a new authority directly without needing to use a bib record as a jumping off point.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">BTW, a few years ago I had created a wiki page to list information on authorities, including a wishlist, bugs and bug fixes.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><a href="http://wiki.evergreen-ils.org/doku.php?id=authorities#development_ideas_wishlist" target="_blank">http://wiki.evergreen-ils.org/doku.php?id=authorities#development_ideas_wishlist</a><u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">I can provide access to the wiki if you want to make additions to this page, or I can make edits in your behalf.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Thanks,<u></u><u></u></p>
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<p class="MsoNormal">Yamil<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<u></u><u></u></p>
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<p class="MsoNormal"><br>
<br>
<br>
--------------------------------<br>
<br>
Yamil Suarez, MCS<br>
Library Systems Administrator/Developer<br>
<br>
Stan Getz Library<br>
Berklee College of Music<br>
1140 Boylston St<br>
Boston, MA 02215<br>
<br>
<a href="mailto:ysuarez@berklee.edu" target="_blank">ysuarez@berklee.edu</a><br>
<a href="tel:617-747-2617" target="_blank">617-747-2617</a><u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">On Mon, Apr 25, 2016 at 11:49 AM, Jason Stephenson <<a href="mailto:jstephenson@mvlcstaff.org" target="_blank">jstephenson@mvlcstaff.org</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">Hi, Sharon, and everyone else!<br>
<br>
If I understand correctly, you're asking that it be possible to add/edit/remove bibliographic record templates in the staff client. I think that is a great idea.<br>
<br>
For that to happen, the templates would need to be moved into the database. As it stands now, they live in a directory under the same area where the OPAC templates reside.<br>
<br>
You also must edit a configuration file and restart a couple of Evergreen services for new templates to show up on the list or for old ones to go away.<br>
<br>
That process is cumbersome and cannot be done by staff who do not also have direct access to your Evergreen servers.<br>
<br>
My apologies if that was covered in the MASHCAT presentation.<br>
<br>
As usual, there is a Launchpad bug saying that the above move should be done:<br>
<br>
<a href="https://bugs.launchpad.net/evergreen/+bug/1131238" target="_blank">https://bugs.launchpad.net/evergreen/+bug/1131238</a><br>
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I don't believe any progress has been made in that direction, and certainly not by me. I often open wishlist bugs with the intention of working on them some day, when time permits.<br>
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Hope that Helps,<br>
Jason<br>
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On 04/25/2016 11:23 AM, Sharon Douglas wrote:<u></u><u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Good Morning,<br>
<br>
At the Evergreen International Conference last week, I asked for the<br>
following change during the MASHCAT IN EVERGREEN program.<br>
<br>
Please respond if you also feel this change is needed.<br>
<br>
I think it will help those making this change to know how much interest<br>
there is, and the specifics about the change if we have them.<br>
<br>
Creating/Editing/Deleting Bibliographic Templates<br>
<br>
1)Permissions needed for each of the abilities: creating, editing, deleting.<br>
<br>
2)?<br>
<br>
Sharon Douglas - Automation Coordinator for Lake Agassiz Regional<br>
Library - 118 5th St S • Moorhead, MN 56560 • <a href="tel:218-233-3757%20ext%20138" target="_blank">
218-233-3757 ext 138</a> -<br>
<a href="mailto:douglass@exchange.larl.org" target="_blank">douglass@exchange.larl.org</a> <mailto:<a href="mailto:douglass@exchange.larl.org" target="_blank">douglass@exchange.larl.org</a>> - Imagine<br>
all possibilities. Explore the world. Awaken your mind.<br>
<br>
<br>
<br>
_______________________________________________<br>
Evergreen-catalogers mailing list<br>
<a href="mailto:Evergreen-catalogers@list.evergreen-ils.org" target="_blank">Evergreen-catalogers@list.evergreen-ils.org</a><br>
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<p class="MsoNormal"><span style="color:#888888"><br>
-- <br>
Jason Stephenson<br>
Assistant Director for Technology Services<br>
Merrimack Valley Library Consortium<br>
4 High ST, Suite 175<br>
North Andover, MA 01845<br>
Phone: <a href="tel:978-557-5891" target="_blank">978-557-5891</a><br>
Email: <a href="mailto:jstephenson@mvlcstaff.org" target="_blank">jstephenson@mvlcstaff.org</a><br>
<br>
Please note my new email address.</span><u></u><u></u></p>
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<p class="MsoNormal"><br>
_______________________________________________<br>
Evergreen-catalogers mailing list<br>
<a href="mailto:Evergreen-catalogers@list.evergreen-ils.org" target="_blank">Evergreen-catalogers@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers</a><u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><br>
_______________________________________________<br>
Evergreen-catalogers mailing list<br>
<a href="mailto:Evergreen-catalogers@list.evergreen-ils.org" target="_blank">Evergreen-catalogers@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers</a><u></u><u></u></p>
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<br>
-- <u></u><u></u></p>
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<p class="MsoNormal">Don Butterworth<br>
Collection Management Librarian /<br>
Faculty Associate<br>
B.L. Fisher Library<br>
Asbury Theological Seminary<br>
<a href="mailto:don.butterworth@asburyseminary.edu" target="_blank">don.butterworth@asburyseminary.edu</a><br>
<a href="tel:%28859%29%20858-2227" value="+18598582227" target="_blank">(859) 858-2227</a><u></u><u></u></p>
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</div>
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<br>_______________________________________________<br>
Evergreen-catalogers mailing list<br>
<a href="mailto:Evergreen-catalogers@list.evergreen-ils.org">Evergreen-catalogers@list.evergreen-ils.org</a><br>
<a href="http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers" rel="noreferrer" target="_blank">http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-catalogers</a><br>
<br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div>Don Butterworth<br>Collection Management Librarian /<br>Faculty Associate<br>B.L. Fisher Library<br>Asbury Theological Seminary<br><a href="mailto:don.butterworth@asburyseminary.edu" target="_blank">don.butterworth@asburyseminary.edu</a><br>(859) 858-2227<br></div></div></div></div></div>
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