Searching and Indexing Vendor:__________________
# Situation Name Situation Description Record # Objective
Orbis?
Note: Demonstrate all situations in the Searching section Records
without leaving the cataloging module: to be
supplied
by Yale
General Heading
Searching
1 Universal headings Do a single search that applies to all access points in bibliographic Determine if a universal search like the Y
index and authority records NOTIS "jx" search is available
2 Bibliographic Do a single search that applies to all access points in bibliographic N
headings index records only
3 Authority headings Do a single search that applies to all access points in authority Determine if a universal search like the Y
index records only NOTIS "fx" search is available
4 Customized Show whether the MARC fields included in these merged heading N
headings indexes indexes can be customized at the systemwide, unit, and workstation
levels
5 Display Do a search that will retrieve records in various bibliographic formats Y
and at various bibliographic levels (including acquisition and
circulation records); display the results and show:
• the search string
• the elements included in each entry (e.g. name, title, date of
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
6 Customized display Show whether an index display can be customized at the N
systemwide, unit, and workstation levels by:
• changing the elements and order of elements within each entry
• changing the order in which the entries are listed
7 Heading truncation Do a search using the first half of a heading only; show whether Y
truncation is automatic or must be supplied by staff
8 Re-executing Re-execute a search without retyping the search string and with Determine if it is possible to easily re- Y
searches minimal use of the mouse execute a search
9 Modifying searches Modify a search string and re-execute it without retyping the string Determine if a search string can be easily Y
and with minimal use of the mouse modified and re-executed
Page 1 of 98 Name:___________________
Searching and Indexing Vendor:__________________
10 Redirecting Redirect a search from a cross-reference Determine whether and how searches Y
searches can be redirected from cross-references
11 Limiting results Do a heading search and limit results by each of the following: Y
format
date of publication
language
library location
12 Boolean operators Do a heading search using Boolean operators N
13 Dynamic indexing Enter a new record into the system and do a heading search for that See if new records are immediately Y
record. indexed for heading searches
14 " Delete an existing record and do a heading search for that record. See if deleted records are immediately Y
removed from heading indexes
15 100 or less Do a search that retrieves fewer than 100 entries and show how the Determine display format for a small
search results display. Show how the result set sort can be changed. number of retrievals
16 100-5000 Do a search that retrieves between 100 and 5,000 entries and show Determine display format for a medium
how the search results display. Show how the result set sort can be number of retrievals
changed.
17 5000 or more Do a search that retrieves more than 5,000 entries and show how the Determine whether system supports large N
search results display. Show how the result set sort can be changed. numbers of retrievals; if so, determine
display format
18 No results Do a search that retrieves no records; show the resulting display Determine whether an informative Y/N
message is displayed when a search
retrieves no results; determine whether
message is accompanied by browsable
index of closest results found
19 Upper limit Display the results of a search that exceeds the upper limit of Determine whether system has an upper Y
retrievals allowed by the system limit of retrievals; determine whether an
informative message is displayed when
search results exceed this limit
20 Condense and Condense and expand a display of search results with minimal use Determine whether search results can be Y
expand display of the mouse. easily displayed in condensed and
expanded formats
Page 2 of 98 Name:___________________
Searching and Indexing Vendor:__________________
21 Punctuation Do a search for each of the following, with punctuation included in Determine whether punctuation may be Y/N
the search string; repeat with punctuation omitted: included or omitted in search strings;
determine whether punctuation displays
Yale College (1718-1887) in search results
--Huesped de las nieblas--
Homer's ancient readers
Collection "Cacahouettes"
E., A. B. C. D.
22 Diacritics Do a search for each of the following, with diacritics included in the Determine whether diacritics may be Y/N
search string [they do not display below]; repeat with diacritics included or omitted in search strings;
omitted: determine whether diacritics display in
search results
Istoriia russkoi kul’tury
Ctvero muzsk’ych sbor u moravsk’ych
Turk edebiyat|nda hiciv ve mizah siirleri
23 Special characters Do a search for each of the following, with the special characters Determine whether special characters Y/N
included in the search string; repeat with the special characters may be included or omitted in search
omitted: strings; determine whether special
characters display in search results
Sonata in Eb for trombone and piano [flat sign]
Symphony no. 5, C# minor [sharp sign]
Exercises & etudes [ampersand]
L'œuvre claire [digraph]
24 Initial articles Do a search on the word "the" to retrieve the following four titles: Determine whether searches can be Y
performed using words that function as a
The non-filing initial articles in certain
The the languages (designated as "stopwords" in
Le thé au harem d'Archi Ahmed some systems)
THE journal (Online)
25 Stopwords Show whether the system has a default list of stopwords. Can the list Y
be deleted or edited locally?
General Keyword
Searching
26 Universal keyword Do a keyword search that applies to both bibliographic and authority N
index records
27 Bibliographic Do a keyword search that applies to bibliographic records only Y/N
keyword index
28 Authority keyword Do a single keyword search that applies to authority records only N
index
Page 3 of 98 Name:___________________
Searching and Indexing Vendor:__________________
29 Customized Can the MARC fields included in these keyword indexes be Y/N
keyword indexes determined locally?
30 MARC field keyword Do a keyword search limited to a specific MARC field. Can any field Y/N
indexes be specified, including fixed and variable fields?
31 Keyword truncation Do a keyword search using truncation; show whether the system Y/N
supports initial, middle, and final truncation
32 Limiting results Do a keyword search and limit results by each of the following: Y/N
format
date of publication
language
library location
33 Boolean operators Do a keyword search using Boolean operators Y/N
34 Proximity operators Demonstrate the use of proximity operators in keyword searching Y/N
(e.g. adjacent, within 3 words, etc.)
35 Dynamic indexing Enter a new record into the system and do a keyword search for that See if new records are immediately N
record. indexed for keyword searches
36 " Delete an existing record and do a keyword search for that record. See if deleted records are immediately N
removed from keyword indexes
Name Searches
37 Display Do a search for "Shakespeare, William"; display the results and show: Determine which elements are displayed Y
in each entry; determine if the entries are
• the elements included in each entry (e.g. name, title, date of ordered in a meaningful way
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
38 Universal name Do a search for "Shakespeare, William" that will retrieve the heading Determine if it is possible to do a N
search from any field in a bibliographic record (100, 600, 700, 800) or an universal name search
authority record (100, 400, 500)
39 Authority name Do a search for "Shakespeare, William" that will retrieve authority Y
search records only
40 Name as author Do a search for "Shakespeare, William" that will retrieve the heading Determine if it is possible to search a Y
search used only as an author (100, 700, 800) name as an author only
41 Personal name Search for the following name using the entire heading: Determine if it is possible to search past Y
search past $a subfield $a in a heading (the other two
Henry VIII, King of England, 1491-1547 headings that start with "Henry" should
not be retrieved)
Page 4 of 98 Name:___________________
Searching and Indexing Vendor:__________________
42 Personal name Do a single search that will bring up the following headings; explain Determine whether it is possible to make N
filing past $a the order of the search results: subfield $a the primary filing element and
other subfields ($q, $c, and $d) the
Smith, John, 1563-1616 secondary filing elements; e.g. can
Smith, John, d. 1684 "Smith, John,$dfl. 1633-1673" file before
Smith, John, Sir, ca. 1534-1607 "Smith, John A.$q(John Angus),$d1936-"?
Smith, John A. (John Angus), 1936-
Smith, John, fl. 1633-1673
Smith, John, gent.
Smith, John L., b. 1846
43 Corporate name Question: Is there a separate corporate name index? N
index
44 Corporate name Search for the following corporate name using the entire heading: Determine if it is possible to search past Y
search past $a subfield $a in a corporate name heading
United States. Congress (97th, 2nd session : 1982) (the other headings starting with "United
States. Congress" should not be retrieved)
45 Conference name Question: Is there a separate conference name index? N
index
46 Conference name Search for the following conference name using the entire heading: Determine if it is possible to search past Y
search past $a subfield $a in a conference name heading
Expo arte (10th : 1985 : Bari, Italy) (the other heading starting with "Expo
arte" should not be retrieved)
Name/Title
Searches
46 Display Do a name/title search; display the results and show: Determine which elements are displayed
in each entry; determine if the entries are
• the elements included in each entry (e.g. name, title, date of ordered in a meaningful way
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
47 Universal name/title Search for the following name/title in both bibliographic and authority Determine whether it is possible to go Y
search records using the entire heading: directly to a specific title in an alphabetical
index for a prolific author or composer;
Mozart, Wolfgang Amadeus, 1756-1791. Zauberflöte determine whether it is possible to
retrieve titles in all fields; determine
Show whether the 100/245 interfiles with the 100/240, 600/$t, 700/$t, whether each index entry displays the
and 800/$t in the search results. MARC tag that contains the title.
Page 5 of 98 Name:___________________
Searching and Indexing Vendor:__________________
48 Name/title redirect Repeat the name/title search using the entire cross-reference: Determine how well the reference Y
structure works for name/title searches;
Mozart, Wolfgang Amadeus, 1756-1791. Magic flute determine if the redirect retrieves all
instances of the name/title.
Redirect the search using the "see" reference; show whether the
100/245 interfiles with the 100/240, 600/$t, 700/$t, and 800/$t in the
search results.
49 Name/title authority Search for the following name/title in authority records only using the
search entire heading:
Mozart, Wolfgang Amadeus, 1756-1791. Zauberflöte
50 Personal name/title Search for the following name/title using the entire heading: Determine whether it is possible to search Y
search past $a past subfields $a and $t to go directly to a
Bach, Johann Sebastian, 1685-1750. Suites, violincello, BWV 1009, specific title in an alphabetical index for a
C major; arr. prolific author or composer
51 Corporate Search for the following corporate name/title using the entire heading: Determine whether it is possible to search Y
name/title search past subfield $a in a corporate name/title
past $a British Library. Manuscript. Additional 12172, fol. 55b-64 search
Title Searches
52 Display Do a title search; display the results and show: Determine which elements are displayed
in each entry; determine if the entries are
• the elements included in each entry (e.g. name, title, date of ordered in a meaningful way
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
53 Universal title search Do a title search that will retrieve both bibliographic and authority Determine if it is possible to do a
records; show whether the 245 interfiles with the 130, 246, 440, 630, universal title search
730, 740, and 830 in the search results.
54 Title authority search Do a title search that will retrieve authority records only
55 Uniform title search Search for the following uniform title using the entire heading: Determine whether it is possible to search
past $a past subfield $a in a uniform title search
Bible. O.T. Amos. English. Soggin-Bowden. 1987
56 Series uniform title Search for the following series uniform title using the entire heading: Determine whether it is possible to search
search past $a past subfield $a in a series uniform title
Mapa mundi (Series). Series A, Spanish church music search
Subject Searches
Page 6 of 98 Name:___________________
Searching and Indexing Vendor:__________________
57 Display Do a subject search on "American fiction"; display the results and Determine which elements are displayed Y
show: in each entry; determine if the entries are
ordered in a meaningful way
• the elements included in each entry (e.g. name, title, date of
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
58 Universal subject Do a universal subject search that applies to all subject tags (600, Determine if it is possible to do a Y
search 610, 650, etc.) and all subject heading types (e.g. LC, MESH, and universal subject search
local) in both bibliographic and authority records
59 Local subject search Search for "Kipling, Rudyard" as a local subject heading in order to Determine if it is possible to search local Y
retrieve: subject headings as a separate index; the
second Kipling record should not be
Kipling, Rudyard, 1865-1936--Bookplate retrieved
60 MESH search Do a search that is limited to MESH headings Determine if it is possible to search Y
MESH subject headings as a separate
index
61 Subject tag Show whether it is possible to search the subject heading "Bible" as Determine if it is possible to search N
searches a personal name only, a corporate name only, a title only, and a topic different subject heading tags (600, 610,
only. 630, 650) as separate indexes
62 Subdivided subject Do a search for the subject heading "Shakespeare, William, 1564- Determine whether it is possible to search Y
search 1616--Criticism and interpretation"; include at least part of the a subject with a subdivision
subdivision in the search string
63 Subject authority Do a search that will retrieve subject authority records only Determine whether it is possible to search
search subject authority records as a separate
index
64 Lookalike subject Do an authority record search for a word that can function as a Determine whether authority records for Y
authority records subject heading, a topical subdivision, and a form subdivision: headings can be distinguished from those
for subdivisions
180 $x Periodicals
185 $v Periodicals
150 $a Periodicals
65 Blind references Do a search for a subject heading which is not in any bibliographic Determine whether blind references can Y
records but is a "see also" cross-reference in an authority record display to staff
66 Narrower terms Do a search under a broader term (e.g. "Dog breeds") and show Determine whether narrower terms Y
display whether a list of "see also" narrower terms displays (e.g. "Collie", etc.) display to staff
Genre Searches
Page 7 of 98 Name:___________________
Searching and Indexing Vendor:__________________
67 Genre search Do a form/genre heading (655) search; display the results and show: Determine whether the form/genre field is N
separately indexed
• the elements included in each entry (e.g. name, title, date of
publication, format, MARC tag, etc.)
• the order of entries (e.g. alphabetical, chronological, etc.)
68 Subdivided genre Do a search for the genre heading "Annotations (Provenance)--16th Determine whether it is possible to search Y
search century"; include at least part of the subdivision in the search string a genre heading with a subdivision
Number Searches
69 Local system Do a search for a local system-assigned number Y
number
70 OCLC number Do a search for an OCLC number Y
71 RLIN number Do a search for an RLIN number Y
72 ISBN Do a search for a ISBN (020 field)
• with the spaces and hyphens included
• with the spaces and hyphens omitted
73 ISSN Do a search for a ISSN:
• in a 022 field in a serial bib record
• in a 4XX field in a monographic bib record
• in a 022 field in a series authority record
• with the hyphen included
• with the hyphen omitted
74 LCCN bib Do a search for a LCCN (010 field) in a bibliographic record: Y
• old-style (pre-2001 number)
• new style (2001 number)
75 Do a search for old-style LCCNs (010 field) in bibliographic records Y
with a prefix, a suffix, and a revision date:
• map66-1018
• 63-25077/L
• 74-26647//r852
76 LCCN aut Do a search for a LCCN (010 field) in an authority record: Y
• old-style (pre-2001 number)
• new-style (2001 number)
• old-style subject (pre-2001 number)
• new-style subject (2001 number)
Page 8 of 98 Name:___________________
Searching and Indexing Vendor:__________________
77 ISMN Do a search for a ISMN (024 2 field): N
M-008-06094-6
78 Music number Search for these plate/publisher’s numbers with and without the Determine if it is possible to search by
punctuation and/or spaces: music number; determine how spacing
G.D. 1276 and punctuation affect the search.
A. L. 16,634
D&F 14522
13007 LW (Note: the 028 has: Universal Edition No. 13007 LW)
79 UPC Do a search for a UPC code for a sound recording (024 1 field): Determine if it is possible to search by
7464425272 UPC code for sound recordings.
Shelflisting
80 LC call numbers Do a search that is limited to LC call numbers only Y
81 Local call numbers Do a search that is limited to local call numbers only Y
82 SuDoc call numbers Do a search that is limited to SuDoc call numbers Y
83 Limiting results Do a call number search and limit the results to a specific library Y
location
84 Dynamic shelflist Enter a new call number into the system and browse the shelflist Determine if new call numbers are ?
indexing index to find it. immediately indexed for shelflisting
85 Delete a record (or its call number) and search by that call number Determine if a deleted call number is ?
immediately removed from the shelflist
index
86 No results Show the display for a call number search for which no results are Determine whether the system generates Y
found. an informative message when there are
no results of a call number search;
determine if a browsable index displays
when there are no results of a call
number search.
87 Specific class Do a search for a specific class number (e.g., ML410) Determine if the results are ordered Y
number alphabetically
88 Subdivided class Do a search for a specific class number that is subdivided (e.g., Determine if each number is ordered in a
number M457, M457.2, M457.4) separate sequence or interfiled
Page 9 of 98 Name:___________________
Searching and Indexing Vendor:__________________
89 Volume numbers Do a search for a specific class number that has many volume Determine if the search results are
numbers in it: ordered numerically or decimally
MT95 A946+ no. 1
MT95 A946+ no. 11
MT95 A946+ no. 104
MT95 A946+ no. 118
MT95 A946+ no. 196
MT95 A946+ no. 2
MT95 A946+ no. 29
90 Truncated call Do a call number search for a specific call number (ML410 B415 B4) To check the browsability of the index
number searching for which you get a direct hit. Does this search also retrieve call
numbers that begin with that class
ML410 B415 B4 number and 1st cutter with two or more
ML410 B415 B41 subsequent cutter numbers?
ML410 B415 B416
ML410 B415 B417
ML410 B415 B42
ML410 B415 B455
91 Capitalization Show how upper and lower case letters display in the search results: Determine if the call number search is N
Db1 94 case sensitive.
Mt10 B641+ Determine if upper and lower case letters
oL 100 display in the search results.
Cc22 212L
Vje D341
MbLB194
Call Numbers with Determine if the character must be
Special Characters included in the search string; determine
and Punctuation whether the character displays in the
search results.
92 Greek letters Do a call number search that includes a Greek letter (e.g., delta)
93 Plus sign Do a call number search that includes a plus sign (indicating
oversized):
Z4 +B64 (LC)
94 Trailing X Do a call number search that includes a trailing X in the cutter:
PQ1 D365X 1986
Page 10 of 98 Name:___________________
Searching and Indexing Vendor:__________________
95 Colon Do a call number search that includes a colon:
L11 +A53 7:5 (LC)
M219.5 T268+ TWV41:G10
M219.5 T268+ TWV41:fis2 F#min.
Film B6729:4
96 Hyphen Do a call number search that includes a hyphen:
M219.3 B1172+ op.15 no.3-4
M219.5 M939+ K.6-7 1764a
HA1 A53 1-65 (LC)
HA1 +A53 66- (LC)
M221 M939+ K.374a-b
97 Slash Do a call number search that includes a slash:
CD/AR/
Cd3 112/3
98 Parentheses Do a call number search that includes parentheses:
CD4 G381 (1935)
99 Ampersand Do a call number search that includes an ampersand:
CD21 G696 M&A677
100 Complicated Do a call number search that includes complicated punctuation:
punctuation C 21.2:IN 3/3/2000-2005
HE 20.7616:
101 Flat sign Do a call number search that includes a flat sign:
M226 C824+ Bbmaj.[the "b" should be a flat sign]
102 Sharp sign Do a call number search that includes a sharp sign:
M244 C549 N7+ C#min
103 Superscript Do a call number search that includes a superscript character:
T 536A (4o) [the "o" is superscript]
Other Indexes
104 Customized indexes Question: Can all indexing decisions be determined locally? N
105 Indexable fields Question: Can any field be indexed as both keyword and heading N
(e.g. 510 field)?
106 Number of indexes Question: Is there a limit to the number of indexes that can be Y
defined?
Page 11 of 98 Name:___________________
Searching and Indexing Vendor:__________________
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Searching and Indexing Vendor:__________________
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Searching and Indexing Vendor:__________________
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Page 22 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
# Situation Name Situation Description Objective
Orbis?
Navigating Within Display a multi-screen bibliographic record and a multi-screen Determine whether staff can easily navigate within
Record authority record and do the following: bibliographic records, both using keystrokes and
using a mouse
1 Fixed field to fixed field Advance the cursor from one fixed field to the next without using a Y
mouse; do the same in reverse
2 Repeat using a mouse Y
3 Line to line within fixed Position the cursor at the beginning of the first line of fixed fields; N
fields move to the beginning of the next line of fixed fields without using a
mouse; do the same in reverse
4 Repeat using a mouse Y
5 Single fixed field Jump directly to a single fixed field without using a mouse N
6 Repeat using a mouse Y
7 Word to word Advance cursor from word to word in the variable fields without Y
using a mouse; do the same in reverse
8 Repeat using a mouse Y
9 Subfield to subfield Advance cursor from subfield to subfield within the variable fields N
without using a mouse; do the same in reverse
10 Repeat using a mouse Y
11 Tag to tag Advance cursor from tag to tag in the variable fields without using a Y
mouse; do the same in reverse
12 Repeat using a mouse Y
13 Single tag Jump directly to a specific tag in the variable fields without using a N
mouse
14 Repeat using a mouse Y
15 Single line Jump directly to a single line within a long variable field without N
using a mouse
16 Repeat using a mouse Y
17 End of field Jump directly to the end of a variable field without using a mouse; Y
return cursor to beginning of field
18 Repeat using a mouse Y
19 Bottom of screen Jump directly to the bottom of the screen without using a mouse; Y
return cursor to top of screen
20 Repeat using a mouse Y
Page 23 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
21 Next screen Jump directly to the next screen without using a mouse; return Y/N
cursor to previous screen
22 Repeat using a mouse N
23 End of long record Jump directly to the end of a multiscreen record without using a N
mouse; return cursor to beginning of record
24 Repeat using a mouse (e.g. by scrolling) N
Navigating To Display a bibliographic record that has multiple holdings, item, and Determine whether staff can easily navigate
Associated Records order records attached to it. Without leaving the cataloging between a bibliographic record and its associated
module, do the following: records
25 Holdings records Move from the bibliographic record to its associated MFHD Y
records; return
26 Item records Move from a bibliographic record to its associated item records; Y
return
27 Order records Move from a bibliographic record to its associated order records; Y
return
Record Display Display a bibliographic record that includes an 006 field, 007 field Determine options for bibliographic record display;
and several multi-line variable fields. Display an authority record determine whether display can be easily customized
that includes a note for public display and several multi-line to create defaults at the systemwide, unit, and
variable fields. Do the following: workstation levels
28 Collapse fixed fields Collapse the fixed field display (including for the bibl record the 006 N
and 007); expand it back to its original size
29 Collapse variable fields Collapse the variable field display (e.g. display first line of each N
field only); expand it back to its original size
30 Window size Shrink the size of the window; expand it back to its original size; Y
show whether the record fills the entire window as the screen size
changes
31 Public display Display the records in public mode using the same window; return Y/N
to staff mode display
32 Display the records in public mode by opening it in a second N
window; return to staff mode display
33 Color Change color of text and background Y
34 Font Change size and type of fonts Y
35 Levels of customized Create customized default displays at the systemwide, unit, and Y/N
displays workstation levels
Page 24 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
36 Display both Display an authority record and all bibliographic records in which
bibliographic and the headings for the authority record occur.
authority records
together
Deriving New Records Determine whether new bibliographic and authority
records can be derived from existing records, both
using keystrokes and using a mouse. Determine
whether staff can customize record-deriving
capabilities.
37 Derive/cancel Derive a new bibliographic and authority record from an existing Y
record without using a mouse; before saving the record, cancel the
derive
38 Derive/save Repeat the derive using a mouse; save the record; show whether
the system automatically generates a "record derived" message;
show whether local fields are carried over to the new record
39 Customized deriving Customize record-deriving parameters (e.g. reverse the treatment N
of local fields above: if they were carried over, make it so they
won't carry over; if they were not carried over, make it so they will
do so); derive the same record again.
40 Levels of customized Show whether record-deriving capabilities can be customized at N
deriving the systemwide, unit, and workstation levels
41 Automatic generation Automatically generate a new authority record using a heading for N
of authority records a compound surname in a bibliographic record; show whether an
appropriate cross-reference is created from the second surname;
show whether a 670 is created.
Blank Workforms Determine whether blank workforms are available
for all 7 MARC bibliographic formats; determine
whether blank workforms can be called up and
cancelled both using keystrokes and using a mouse
42 Book format Call up a blank workform for a new book format record without Y
using a mouse; cancel the workform
43 Repeat using a mouse N
Page 25 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
44 Serial format Call up a blank workform for a new serial format record without Y
using a mouse; cancel the workform
45 Repeat using a mouse N
46 Music format Call up a blank workform for a new music format record without Y
using a mouse; cancel the workform
47 Repeat using a mouse N
48 Map format Call up a blank workform for a new map format record without Y
using a mouse; cancel the workform
49 Repeat using a mouse N
50 Visual material format Call up a blank workform for a new visual materials format record Y
without using a mouse; cancel the workform
51 Repeat using a mouse N
52 Computer file format Call up a blank workform for a new computer file format record Y
without using a mouse; cancel the workform
53 Repeat using a mouse N
54 Mixed material format Call up a blank workform for a new mixed material format record Y
without using a mouse; cancel the workform
55 Repeat using a mouse N
56 Authority record Call up a blank workform for a new authority record without using a
mouse; cancel the workform
57 Repeat using a mouse
Customized For bibliographic and authority records: Determine whether workforms can be customized
Workforms for use at the systemwide, unit, and workstation
levels; determine whether staff can create multiple
customized workforms; determine whether
customized workforms can be shared
58 Customized workform Create a customized workform; make it the default workform for N
that workstation
59 Multiple customized Create multiple customized workforms and save them for later use N
workforms at that workstation; show how to select one workform out of many
60 Sharing customized Share a customized workform with another staff member to avoid N
workforms duplication of effort
61 Levels of workform Create customized workforms for use at the systemwide, unit, and
customization workstation levels
Page 26 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
62 Authority record Create a customized workform for a particular heading type, e.g.,
workform series.
Inputting New Call up a blank book format workform and do the following for a Determine the ease with which a new bibliographic
Records bibliographic record. Call up a blank authority record workform and record can be input
do the following:
63 Fixed fields input Input the fixed field values; show whether the cursor advances Y
automatically as each field is filled (keystroke-saving measure)
64 System-supplied fixed Show which fixed field values are system-supplied; show whether Y
fields cursor automatically skips over these fixed fields during input; try to
edit a system-supplied value to show whether it is system-
protected; show whether system-protected values are differentiated
somehow in the record display
65 Variable fields input Input multiple variable fields (e.g. 020, 040, and 100 fields) by Y/N
starting each field on a new line; show whether end-of-field
markers are system-supplied; show whether the cursor can easily
be advanced to the beginning of the next line to start a new field
during input
66 Wrapping a single field Input a multi-line variable field (e.g. long 245 field; long 670 field); Y
show whether the system automatically wraps the text as you type
67 Wrapping multiple Input multiple variable fields (e.g. 260, 300, and 504 fields; 100, Y
fields ("stacking") 400 and 670 fields) as continuously wrapped text, without starting a
68 Saving new records new the record; field
Saveline for each show whether the system automatically generates Y
a "record created" message; show whether the "stacked" fields are
automatically redisplayed in standard left-justified format
69 Heading verification Verify a heading in a new bibl record against the authority records. N
70 If verification fails, can a preliminary authority record be created N
automatically?
Updating Records Using the same bibliographic and authority records, do the Determine the ease with which an existing
following: bibliographic record can be updated
71 Record locking Update the record by editing one of the fields; if the record must be N
locked during update, show how locking and unlocking functions
work
Page 27 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
72 Saving updated record Save the updated record; show whether the system automatically
generates a "record updated" message
System-Supplied Using the same bibliographic and authority records, do the Determine whether the system can facilitate basic
Characters following: inputting tasks by automatically supplying required
characters
73 System-supplied Input a field (e.g. 100 field) without its required indicator; save the Y
default indicators record; show whether the system supplies a default indicator;
change the default indicator
74 System-supplied LCCN Input an 010 field in the bibl record by typing in an LCCN exactly as N
characters it appears on the item being cataloged; save the record and show
whether the system automatically supplies the missing required
characters
Reordering Fields Using the same bibliographic and authority record, do the following: Determine whether staff can easily reorder fields
manually; determine whether the system can
reorder fields automatically; determine whether staff
can customize and override automatic field ordering
capabilities.
75 Automatic reordering of Add several fields from different tag groups to the end of the record Y
fields from different tag (e.g. 043, 240, 440 fields); save the record; show whether the
groups (0xx, 2xx, etc.) system automatically moves the fields to their respective groups
76 Manual reordering of Add several fields with the same tag to the end of the record (e.g. Y
fields with same tag three 246 fields; three 400 fields); manually change the order of
these new fields before saving the record; manually put the fields
back in their original order after saving the record
77 No automatic For the bibl record add several note fields to the end of the record Y
reordering of 5xx fields not in numeric tag order (e.g. 546, 505, and 500 fields); save the
record and show whether the system allows the fields to remain in
cataloger-defined rather than numeric tag order; manually reorder
the 5xx fields and save the record; cataloger should always be able
to determine priority order of notes
Page 28 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
78 No automatic For the bibl record add several subject fields to the end of the Y
reordering of 6xx fields record not in numeric tag order (e.g. 650, 610, and 600 fields);
save the record and show whether the system allows the subject
fields to remain in cataloger-defined rather than numeric tag order;
manually reorder the 6xx fields and save the record; cataloger
should always be able to determine priority order of subjects
79 Automatic reordering of For the bibl record add several 7xx fields to the end of the record N
7xx fields (LCRI order) not in numeric tag order (e.g. 710, 700$t, 700, and 730); save the
record and show whether the system can automatically reorder the
headings to follow LCRI 21.29 practice
80 Customized reordering For the bibl record customize the automatic reordering of notes N
capability to follow Yale practice of putting local notes first; add a
590 note to the record and show whether the note is automatically
moved to the beginning of the 5xx fields.
81 Levels of customized Show whether these automatic field reordering capabilities can be N
reordering customized at the systemwide, unit, and workstation levels.
82
Inserting Text Call up a music format record and do the following: Determine whether fields and text can be easily
inserted in bibliographic records
83 Insert 006 field Insert an 006 field and fill in the codes Y
84 Insert 007 field Insert an 007 field and fill in the codes Y
85 Insert variable fields Insert an 024 field and type in an ISMN Y
86 Insert text within field For both the bibl record and an authority record, type several lines N
of text into the middle of an existing field; show whether the field
automatically wraps and increases in length to accommodate the
inserted text; show whether insert command can be easily toggled
on and off
87 Insert text at end of field For both the bibl record and an authority record, type several lines N
of text at the end of an existing field; show whether the field
automatically wraps and increases in length to accommodate the
inserted text.
Page 29 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
Copy and paste Display a mixed material format record and do the following: Determine whether text can be easily copied from a
variety of sources and pasted into bibliographic
records, especially text with diacritics
88 Copy and paste within Copy the heading in the 100 field and paste it into a 600 field. Y
same bibliographic
record
89 Copy and paste from Open up a second session and display a second mixed material Y
another bibliographic format record containing hundreds of 6xx fields. Copy several 6xx
record fields from the second record and paste them into the first record
without having to insert end-of-field marks; save the record and
show whether the fields format correctly
90 Copy and paste many Using the same two records, copy hundreds of 6xx fields from the N
fields at once second bibliographic record and paste them into the first
bibliographic record simultaneously without having to insert end-of-
field marks; save the record and show whether the fields format
correctly
91 Copy and paste from Display an authority record in the second session. Copy the Y
an authority record heading from the authority record and paste it into the bibliographic
record
92 Copy and paste from Open up an RLIN session and display a record containing N
RLIN diacritics. Copy several fields with diacritics from the RLIN record
and paste them into the bibliographic record without having to
insert subfield delimiters or end-of-field marks; save the record and
show whether the diacritics copy correctly and the fields format
correctly
93 Copy and paste from Open up an OCLC session and display a record containing N
OCLC diacritics. Copy several fields with diacritics from the OCLC record
and paste them into the bibliographic record without having to
insert subfield delimiters or end-of-field marks; save the record and
show whether the diacritics copy correctly and the fields format
correctly
94 Copy and paste from Open up an Internet browser and display a page containing N
an Internet browser diacritics; copy a paragraph containing diacritics and paste it into
the middle of a field in the bibliographic record; save the record and
show whether the diacritics copy correctly and the text formats
correctly without overlaying existing text
Page 30 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
95 Copy and paste from a Open up a document containing diacritics in a word processing N
word processing application; copy a paragraph with diacritics and paste it into the
application bibliographic record; save the record and show whether the
diacritics copy correctly and the text formats correctly without
overlaying existing text
Deleting Text Determine whether fields and text can be easily
deleted in bibliographic records
96 Delete field Delete an entire field without using a mouse; undo the deletion; Y/N
repeat using a mouse
97 Delete multiple fields Delete multiple fields simultaneously without using a mouse; undo N
the deletion; repeat using a mouse
98 Delete text within field Delete text within a variable field without using a mouse; undo the Y/N
deletion; repeat using a mouse
99 Delete text at end of Position the cursor in the middle of a variable field and delete all Y/N
field text until the end of the field without using a mouse; undo the
deletion; repeat using a mouse
100 Automatic deletion of Input a numeric tag only (without also inputting text, as if you had N
unused tags changed your mind about including the field); save the record;
show whether the unused tag is automatically deleted
Inputting Special Determine whether special characters can be input,
Characters both with and without a mouse
101 Diacritics Input diacritics using keystrokes (e.g. macron, hacek, umlaut); Y
repeat using a mouse (e.g. to select from a table); save record and
display diacritics
102 Digraphs Input digraphs using keystrokes; repeat using a mouse (e.g. to Y
select from a table); save record and display digraphs
103 Musical symbols Input musical symbols (flats and sharps, i.e. pound signs) using Y
keystrokes; repeat using a mouse (e.g. to select from a table);
save record and display symbols
104 Superscripts & Input superscript and subscript numbers using keystrokes; repeat Y
Subscripts using a mouse (e.g. to select from a table); save record and
display superscript and subscript numbers
Page 31 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
105 New characters Question: LC, RLIN, & OCLC are implementing 13 MARBI- Y
approved characters in Jan. 2001: spacing circumflex, spacing
underscore, spacing grave, opening curly bracket, closing curly
bracket, spacing tilde, degree sign, lowercase script L (already
supported in RLIN), phono copyright mark, copyright mark, sharp
(i.e. not pound sign), inverted question mark, and inverted
exclamation mark. Does this system support input of these
characters?
106 ALA character set Question: does this system support input of the full ALA extended Y
character set?
Inputting Local Fields Determine whether system supports the input of
various types of local fields in bibliographic records
107 Local 5xx Input two types of local notes: save and display the record: Y
590 ## BEIN 2000 12: Armorial bookplate of Joanna Malvin.
500 ## BEIN 1999 34: Dust jacket.$5CtY-BR
108 Local 6xx Input a local subject heading; save and display the record: Y
650 #4 Euro tracts$y1617.
109 Local 655 Input two types of local genre headings; save and display the Y
record:
655 #7 Perpendicular half-titles.$2local
655 #7 Armorial bookplates (Provenance)$2rbgenr$5CtY-BR
110 Local 7xx Input a local added entry with a relator term; save and display the Y
record:
700 1# Malvin, Joanna,$eformer owner.$5CtY-BR
Inputting URLs Determine whether URLs can be easily input and
tested in staff mode; determine whether system
supports image, audio, and video file links
111 Spacing underscore Input a URL containing a spacing underscore into an 856 field; N
save the record and click on the URL; show whether the system
opens up the correct file in an Internet browser
112 Repeat, inputting the spacing underscore as % Y
Page 32 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
113 Spacing tilde Copy and paste a URL containing a spacing tilde from an Internet N
browser into an 856 field; show whether the character copies
correctly; close the browser; save the record and click on the URL;
show whether the system opens up the correct file in the browser
114 Image file Input a URL for an image file; save the record and click on the
URL; show whether the system opens up the correct file in an
Internet browser
115 Audio file Input a URL for an audio file (e.g. Y
http://www.mp3lit.com/real/stein1.ram) in an 856 field; save the
record and click on the URL; show whether the system opens up
and plays the correct file in an Internet browser
116 Video file Input a URL for an video file (e.g. Y
http://media.med.yale.edu/data/beinecke/stein2.ram) in an 856
field; save the record and click on the URL; show whether the
system opens up and plays the correct file in an Internet browser
117 Changing Format Convert an existing book format record to a music format record Determine whether records can be easily converted Y
without using a mouse; show whether system prompts cataloger from one bibliographic format to another
with new fixed and variable fields to be filled in; repeat using a
mouse
Simultaneous Record Test system's response to simultaneous editing and
Use record display.
118 simultaneous editing Try to edit a record at the same time as another person is editing it; Y
show whether the system generates an informative message.
119 simultaneous Display a record at the same time as another person is editing it N
editing/display
120 simultaneous display Display a record at the same time as another person is displaying it N
Help Features Determine which help features are available to staff
Page 33 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
121 Drop-down menus and Demonstrate whether online help is available using drop-down N
pop-up boxes menus and/or pop-up boxes; show whether online help is context-
sensitive (e.g. can you right-click on a specific tag and get help
pertaining to that tag?)
122 Toolbars Demonstrate the use of any toolbars Y
123 Macros Demonstrate the use of macros for calling up oft-used keystroke Y/N
combinations; show whether macros can be created that
incorporate both text and system commands; show whether basic
macros can be created by typing character strings and/or by using
a "recording function"; show whether complex macros can be
created by using a programming language and/or by using a
WYSIWYG interface; show whether macros can be shared with
other catalogers
124 Keyboard mapping Demonstrate the use of keyboard mapping Y
125 Customized online help Show whether online help features can be customized at the Y/N
systemwide, unit, and workstation levels
Page 34 of 98 Name:___________________
MARC Bibliographic Records Vendor:__________________
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Page 46 of 98 Name:___________________
Record Exchange Vendor:__________________
# Situation Name Situation Description Record # Objective
Orbis?
Importing Records Test system's ability to download MARC
From Different bibliographic and authority records from a
Sources variety of sources, in real time without using
third-party software, both singly and in batches
1 RLIN Import a single bibliographic record from RLIN Y/N
2 Import multiple bibliographic records from RLIN N
simultaneously
3 Import a single authority record from RLIN Y/N
4 Import multiple authority records from RLIN N
simultaneously
5 OCLC Import a single bibliographic record from OCLC Y/N
6 Import multiple bibliographic records from OCLC N
simultaneously
7 Import a single authority record from OCLC Y/N
8 Import multiple authority records from OCLC N
simultaneously
9 Resource file on Yale Y
server (e.g. LTLC)
10 Resource file on staff Does the system support importing records from a N
workstation (e.g. workstation based resource, e.g., a CD of MARC
floppy or CD-ROM) records? If possible, demo loading bibl and auth records
from a workstation based resource to the library
database. Demo importing individual records and
groups of records.
11 Z39.50 site Import a single bibliographic record from a Z39.50 site N
12 Import multiple bibliographic records simultaneously N
from a Z39.50 site
13 Import a single authority record from a Z39.50 site N
14 Import multiple authority records simultaneously from a N
Z39.50 site
15 Multiple Z39.50 sites Broadcast a search over multiple Z39.50 sites and N
import a single bibliographic record
Page 47 of 98 Page 47 of 98 Name:___________________
Record Exchange Vendor:__________________
16 Broadcast a search over multiple Z39.50 sites and N
import a batch of bibliographic records from various
sites simultaneously
Importing All Test system's ability to import records in all 7
Bibliographic MARC bibliographic formats
Formats
17 Book format Import a book format record Y
18 Serial format Import a serial format record Y
19 Music format Import a music format record Y
20 Map format Import a map format record Y
21 Visual material format Import a visual material format record Y
22 Computer file format Import a computer file format record Y
23 Mixed material format Import a mixed material format record Y
Importing All Test system's ability to import MARC
Authority "Formats" authority records for all heading types
24 Personal name Import a personal name record (100) n 81018450 Y
25 Personal name/title Import a personal name/title record (100$t) n 85199788 Y
26 Personal name/title Import a personal name/title series record (100$t) Y
series
27 Corporate name Import a corporate name record (110) n 79043367 Y
28 Corporate name/title Import a corporate name/title record (110$t) with a 510$k n 84036910 Y
29 Corporate name/title Import a corporate name/title series record (110$t) n 84709497 Y
series
30 Conference name Import a conference name record (111) n 88053212 Y
31 Conference name/title Import a conference name/title record (111$t) n 80012295 Y
32 Conference name/title Import a conference name/title series record (111$t) n 91041605 Y
series
33 Uniform title Import a uniform title record (130) n 97820330 Y
34 Uniform title series Import a uniform title series record (130) Y
35 Jurisdiction name Import a jurisdiction name record (151) with a 781 field n 80062931 Y
record
36 Family name subject Import a family name subject record (100) sh 85127891 Y
37 Corporate name Import a corporate name subject record (110) sh 86005628 Y
subject
Page 48 of 98 Page 48 of 98 Name:___________________
Record Exchange Vendor:__________________
38 Topical subject Import a topical subject record (150) with $v subdivision sh 85043514 Y
39 Geographic area Import a geographic area subject record (151) with a sh 00005504 Y
subject 781 field and a 670 field with latitude/longitude symbols
40 Form/genre Import a form/genre record (155) Y
41 Topical subdivision Import a topical subdivision record (180) sh 99002086 N
42 Geographic subdivision Import a geographic subdivision record (181) sh 99001185 N
43 Form subdivision Import a form subdivision record (185) sh 99001647 N
44 Reference record Import a reference record (150) sh 85023267 Y
Importing Records Test system's ability to import MARC
Without Losing Data bibliographic and authority records without
loss of essential data
45 Long record Import a long bibliographic record (RLIN) Y
CTYV85-A36
46 Import a long authority record no 90026704 Y
47 Long field Import a bibliographic record with a long field (RLIN) Y
CTYAFNF2729-B
48 Import an authority record with a long field n 80012295 Y
49 Repeated fields Import a bibliographic record with many repeated fields RLIN Y
CTYS89-R75
50 Import an authority record with many repeated fields n 79072979 Y
51 Diacritics Import a bibliographic record with diacritics (e.g. 010=99911790 or Y
Vietnamese) RLIN
CTYAFMD2614-B
52 Import an authority record with diacritics (e.g. Russian) n 94081634 Y
53 Musical symbols Import a bibliographic record with a musical symbol (e.g. RLIN Y
flat) CTYS87-C3626
54 Import an authority record with a musical symbol (e.g. nr 94020473 Y
sharp represented by a pound sign)
55 Digraphs Import a bibliographic record with a digraph OCLC Y
ocm11190439
Page 49 of 98 Page 49 of 98 Name:___________________
Record Exchange Vendor:__________________
56 Import an authority record with a digraph no 91024854 Y
57 Lowercase script L Import a bibliographic record with a lowercase script L RLIN N
MAHGBID53233-
B
58 Superscripts Import a bibliographic record with superscript characters RLIN Y
CTYAFMV9973-B
59 Subscripts Import a bibliographic record with subscript characters Y
60 URLs Import a bibliographic record containing multiple URLs YALE ORBIS Y
(856 fields) FKF5078
61 New characters Question: LC, RLIN, & OCLC are implementing 13 Y
MARBI-approved characters in Jan. 2001: spacing
circumflex, spacing underscore, spacing grave, opening
curly bracket, closing curly bracket, spacing tilde,
degree sign, lowercase script L (already supported in
RLIN), phono copyright mark, copyright mark, sharp (i.e.
true sharp, not pound sign), inverted question mark, and
inverted exclamation mark. Does this system support
import and export of these characters?
62 ALA character set Question: does this system support import and export of Y
the full ALA extended character set?
63 Limits on length Question: are this system's limitations on record, field, N
and subfield length consistent with MARC standards?
Importing and Test system's ability to overlay existing MARC
Overlaying Existing bibliographic and authority records,
Records completely or partially, when importing
64 Full record overlay Import a bibliographic record and use it to completely Y
overlay an existing record (e.g. GEAC record)
65 Import an authority record and use it to completely Y
overlay an existing record
66 Partial record overlay Import a bibliographic record and use it to partially N
overlay an existing record, preserving selected fields in
the existing record (e.g. 090, 590, 6xx 4)
Page 50 of 98 Page 50 of 98 Name:___________________
Record Exchange Vendor:__________________
67 Import an authority record and use it to partially overlay N
an existing record, preserving selected fields in the
existing record (e.g. 090, 64x $5CtY, 690)
68 Import records and overlay just holdings information in
matching database records.
69 Customized overlaying Show whether parameters for overlaying records can be N
customized at the systemwide, unit, and workstation
levels
Data Manipulation Test system's ability to automatically strip out
During Importing unwanted incoming data, change incorrect
incoming data, or add new data when
importing MARC bibliographic records
70 Strip obsolete Import a bibliographic record, automatically stripping out N
indicators obsolete indicators (e.g., 260 1st indicator 0; 2nd
indicator 0 in name headings in 1xx, 7xx, 8xx fields)
71 Strip local fields and Import a bibliographic record, automatically stripping out N
headings the local fields and headings (e.g. 590, 6xx 4, fields with
$5)
72 Strip other specified Import a bibliographic record, automatically stripping out N
fields and subfields cataloger-specified fields and subfields (e.g. 035 and
6xx$7 fields)
73 Change obsolete Import a bibliographic record, automatically changing 1st N
indicators indicator 2 to 1 in x00 headings
74 Change obsolete tags Import a bibliographic record for a sound recording, RLIN N
automatically changing the obsolete 262 tag to a 260 tag MDJS7351251-R
and the obsolete 305 tag to a 300 tag
75 Change obsolete Import a bibliographic record for a score, automatically RLIN N
subfields moving the obsolete 260 $d to an 028 field CSCW496207-C
76 Change record format Import a record in computer file format (for an electronic N
journal) and change it to serials format during importing;
show whether system prompts cataloger with new fixed
and variable fields to be filled in
Page 51 of 98 Page 51 of 98 Name:___________________
Record Exchange Vendor:__________________
77 Add field Import a bibliographic record for an electronic journal N
from a vendor, automatically creating a URL in an 856
field
78 Customized automatic Show how these data manipulation capabilities can be N
data manipulation customized at the systemwide, unit, and workstation
capabilities levels
Batch Searching Test system's ability to run batch searches
against external file sources for MARC
bibliographic and authority records residing in
local files
79 RLIN Can the system search a group of records in from the N
local file against RLIN, OCLC, and a locally mounted
resource file? For example, can the system search
minimal records created at the time or order against a
database of fully cataloged records? If so, demonstrate
this ability for group of bibliographic and a group of
authority records. Where are matching records loaded?
80 Customized batch Show whether these batch searching capabilities can be N
searching capabilities customized at the systemwide, unit, and workstation
levels
Exporting Records to Determine whether system permits staff to
a Local File tag MARC bibliographic and authority records
for export to a local file, both singly and in
batches
81 Tag a single bibliographic record for export to a local file Y
82 Select a batch of bibliographic records and N
simultaneously tag them for export to a local file
83 Tag a single authority record for export to a local file Y
84 Select a batch of authority records and simultaneously N
tag them for export to a local file
Page 52 of 98 Page 52 of 98 Name:___________________
Record Exchange Vendor:__________________
Exporting Records Determine whether system permits staff to
Directly to Utilities tag MARC bibliographic and authority records
for export to utility, both singly and in batches
85 Tag a single bibliographic record for export to a utility N
86 Select a batch of bibliographic records and N
simultaneously tag them for export to a utility
87 Tag a single authority record for export to a utility N
88 Select a batch of authority records and simultaneously N
tag them for export to a utility
Page 53 of 98 Page 53 of 98 Name:___________________
Record Exchange Vendor:__________________
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Page 60 of 98 Page 60 of 98 Name:___________________
Duplicate Detection and Validation Vendor:__________________
# Situation Name Situation Description Record # Objective
Orbis?
1 Duplicate Explain any differences between duplicate detection Test system's ability to recognize incoming
Detection During during record import and duplicate detection during (from data loads and from keying) MARC
Importing and record keying. bibliographic and authority records as
Keying duplicates of existing records and generate
informative warnings for staff.
2 Duplicate detection Import a bibliographic record that duplicates an N
existing record; show whether the system generates
an informative warning for staff
3 Import an authority record that duplicates an existing N
record; show whether the system generates an
informative warning for staff
4 Override duplicate Override system notification and import the duplicate N
detection record
5 Turn off duplicate Turn off duplicate detection capabilities. Import a N
detection duplicate record without any system notification
6 Customized Show whether duplicate detection capabilities can be N
duplicate detection customized at the systemwide, unit, and workstation
levels
1 Validation During Explain any differences between validation during Test system's ability to recognize cataloging
Importing record import and validation during record keying. errors in incoming (from record import or
keying) bibliographic records, generate
informative error messages, and prompt staff
with corrections
2 Obsolete fixed field Import a bibliographic record containing an obsolete N
values fixed field value (e.g. RT=b in a manuscript record);
show whether system generates an informative error
message and prompts staff with suggested correction
3 Obsolete indicators Import a bibliographic record containing an obsolete Y/N
indicator (e.g. 1st indicator 2 in 100 field); show
whether system generates an informative error
message and prompts staff with suggested correction
Page 61 of 98 Name:____________________
Duplicate Detection and Validation Vendor:__________________
4 Obsolete tags Import a bibliographic record containing obsolete RLIN Y/N
tags (e.g. 262 and 305 tags); show whether system MDJS7351251-R
generates an informative error message and prompts
staff with suggested correction
5 Obsolete subfields Import a bibliographic record containing an obsolete RLIN N
subfield (e.g. 260 $d); show whether system CSCW496207-C
generates an informative error message and prompts
staff with suggested correction
6 Incorrect fixed field Import a bibliographic record containing an incorrect N
value fixed field value (e.g. place of publication code=enk
instead of stk); show whether system generates an
informative error message and prompts staff with
suggested correction
7 Incorrect indicator Import a bibliographic record containing an incorrect N
indicator (e.g. wrong filing indicator in 245 field);
show whether system generates an informative error
message and prompts staff with suggested
correction; question: does the system take the
language code into account?
8 Incorrect tag Import a bibliographic record containing an incorrect N
tag (e.g. personal name with $q tagged as 710);
show whether system generates an informative error
message and prompts staff with suggested correction
9 Incorrect subfield Import a bibliographic record containing an incorrect N
subfield (e.g. 245 field /$b instead of /$c); show
whether system generates an informative error
message and prompts staff with suggested correction
10 Invalid fixed field Import a bibliographic record containing an invalid N
value fixed field value (e.g. place of publication code=fra
instead of fr); show whether system generates an
informative error message and prompts staff with
suggested correction
Page 62 of 98 Name:____________________
Duplicate Detection and Validation Vendor:__________________
11 Invalid indicator Import a bibliographic record containing an invalid N
indicator (e.g. 490 1st indicator 2); show whether
system generates an informative error message and
prompts staff with suggested correction
12 Invalid tag Import a bibliographic record containing an invalid tag N
(e.g. 441); show whether system generates an
informative error message and prompts staff with
suggested correction
13 Invalid subfield Import a bibliographic record containing an invalid N
subfield (e.g. 245 field with two $b); show whether
system generates an informative error message and
prompts staff with suggested correction
14 Invalid ISBN Input an invalid ISBN in an 020 field in a bibliographic Y
record; show whether system generates an
informative error message
15 Missing fixed field Import a bibliographic record with a missing fixed N
values field value (e.g. blank place of publication); show
whether system generates an informative error
message and prompts staff with suggested correction
16 Missing indicators Import a bibliographic record with a missing indicator RLIN Y
(e.g. 245 field with blank 2nd indicator); show MDJS7351251-R
whether system generates an informative error
message and prompts staff with suggested correction
17 Missing fields Import a bibliographic record with a missing field (e.g. N
260 field); show whether system generates an
informative error message and prompts staff with
suggested correction
18 Missing subfield Import a bibliographic record with a missing subfield RLIN N
(e.g. 300 $c); show whether system generates an ILNGADC6162-C
informative error message and prompts staff with
suggested correction
Page 63 of 98 Name:____________________
Duplicate Detection and Validation Vendor:__________________
19 Spellchecking Import a bibliographic record with a commonly N
misspelled word (e.g. Untied States); show whether
system generates an informative error message and
prompts staff with suggested correction; note: is
language code taken into account?
20 Turn off validation Turn off validation capabilities. Import a bibliographic N
record containing errors without any system
notification
21 Customized Show whether validation capabilities can be N
validation customized at the systemwide, unit, and workstation
levels
22 Apply validation Show whether validation capabilities can be applied N
selectively selectively (e.g. can you can you spellcheck a single
field by itself?)
23 Error messages Question: do error messages display prominently Y
(e.g. in a different color)
Page 64 of 98 Name:____________________
Display of Associated Records Vendor:__________________
# Situation Name Situation Description Objective #
Orbis?
1 Bibliographic Record Retrieve a bibliographic record that has multiple copies of a multipart monograph in Determine whether a Y/N 1
and Holdings different locations. At least some volumes should have attached item records and at comprehensive summary of
least some volumes should be charged to a patron. Display a comprehensive holdings can be displayed
summary of the record's holdings and point out:
- bibliographic record #
- bibliographic data
- record status
- total # of copies
- total # of copies at each location
- location of each
- call # of each
- type of call number (LC, local, etc.) for each
- note field for each
- status for each
- total # of volumes held for each
- total # of item records attached to each
- list of volumes held in each
- numeric/chronological designation of each volume held
- indication of whether each volume held also has an item record attached to it
- indication of whether or not a particular volume is charged
- indication of whether a particular item record is also attached to other bibliographic
records
2 Manipulating Change the summary of holdings display in the following ways: Determine whether summary of N 2
Displays holdings can be manipulated
- change sequence of copies
- change sequence of volumes listed under each (together with any attached item
records)
- compress and expand entire summary display
- compress and expand display for a single
Page 65 of 98 Name:___________________
Display of Associated Records Vendor:__________________
Displaying Determine whether it is possible
Associated Records to directly access the
From the Holdings bibliographic, order, MFHD and
Record item records associated with the
summary of holdings display
3 Bibliographic record Display the summary of holdings; display the bibliographic record associated with Y 3
that summary; return to the summary display
4 Order record Display the summary of holdings; display an order record associated with that Y 4
summary; return to the summary display
5 MFHD record Display the summary of holdings; display a MFHD record associated with that Y/N 5
summary; return to the summary display
6 Item record Display the summary of holdings; display an item record associated with that Y 6
summary; return to the summary display
Displaying Determine whether it is possible
Associated Records to display all records associated
from the Item Record with an item record directly from
the item record
7 Bibliographic record Display an item record; display the bibliographic record associated with that item Y 7
record; return to the item record
8 Order record Display an item record; display the order record associated with that item record; N 8
return to the item record
9 MFHD record Display an item record; display the MFHD record associated with that item record; N 9
return to the item record
10 Summary of holdings Display the summary of holdings associated with that item record; return to the item Y 10
record
11 All associated records Simultaneously display the bibliographic record, order record, MFHD record, and N 11
summary of holdings associated with an item record
12 Multiple bibliographic Display an item record that is linked to more than one bibliographic record (e.g. N 12
records multiple monographs bound together in a single barcoded volume or an individual
volume in a series standing order linked to both a serial record and a monograph
record); display the bibliographic records associated with that item record,
simultaneously if possible
Page 66 of 98 Name:___________________
Display of Associated Records Vendor:__________________
Notes
Page 67 of 98 Name:___________________
Display of Associated Records Vendor:__________________
Page 68 of 98 Name:___________________
MFHD Records Vendor:__________________
# Situation Name Situation Description Objective
Orbis?
NOTE: Display results of the actions in this section in OPAC as well
as staff mode whenever possible
Importing MFHD Records Determine whether system supports the
importing of MFHD records from both
OCLC and Z39.50 sites in real time
without using third-party software
1 OCLC Import a MFHD record containing the following fields (in addition to other N
required fields) from a CONSER record in OCLC:
007 (physical description fixed field)
008 (fixed-length data elements-general information)
014 (linkage number)
020 (ISBN) or 022 (ISSN)
035 (system control number)
$z (public note)
$x (staff note)
562 (copy and version identification note)
843 (reproduction note)
845 (terms governing use and reproduction)
856 (electronic location and access)
2 Z39.50 site Import a MFHD record from a Z39.50 site N
3 Exporting MFHD Records Tag a MFHD record for export to a local file Determine whether system permits staff N
to tag MFHD records for export to a local
file
Creating MFHD Records Determine whether MFHD records can
be created for single-part, multipart, and
serial items in two ways: using embedded
holdings information and not using
embedded holdings information;
determine which information is
transferred automatically from the
bibliographic record and which
information has to be keyed manually
Page 69 of 98 Name:___________________
MFHD Records Vendor:__________________
4 Single-part items Create a MFHD record for a single-part item in a single location using N
embedded holdings information in the bibliographic record
5 Create a MFHD record for a single part-item in a single location without N
using embedded holdings information.
6 Multipart items Create a MFHD record for a multipart item in a single location using N
embedded holdings information in the bibliographic record
7 Create a MFHD record for a multipart item in a single location without using N
embedded holdings information.
8 Multipart item with complex Using 85x/86x fields, create MFHD record containing information for Bd.1- Determine whether MFHD record can be N
publication pattern (85x) and Bd.10 of a multipart item with the following publication patterns (when created for multipart item with multiple
related holdings data (86x) volumes are issued in parts the abbreviation "pt." is used -- for example: publication patterns; determine level of
Bd.3:pt.1): inputting difficulty
Bd.3 and Bd.5 are each in 2 parts
Bd.7 is in 3 parts
Bd.8-Bd.9 are issued together in one physical volume
9 Serial items Create a MFHD record for a serial item in a single location using embedded N
holdings information in the bibliographic record; include at least one
publication pattern (85x) and its related holdings data (86x)
10 Create a MFHD record for a serial item in a single location without using N
embedded holdings information; include at least one publication pattern
(85x field) and its related holdings data (86x field)
11 Multiple MFHD records for a Create multiple MFHD records for a single copy in a single location (e.g. Determine whether multiple MFHD N
single copy serial holdings on first MFHD record and index volume on second MFHD records can be linked to a single copy in
record) a single location
12 Customizing MFHD record Customize the default parameters that determine which information gets Determine whether MFHD record N
creation defaults transferred from the bibliographic record to the MFHD record when creating creation defaults can be customized by
a MFHD record using embedded holdings information; create a MFHD staff
record using these customized parameters
Updating MFHD Records
13 Basic Update Update a MFHD record; show whether system verifies the transaction with Determine whether system Y
a "record updated" message; show whether system records date of last
update in record
14 URL Add an 856 field to a MFHD record for a URL; click on the URL and show Determine system support for electronic N
whether the file opens automatically in an Internet browser location and access information.
Page 70 of 98 Name:___________________
MFHD Records Vendor:__________________
15 Multiple physical parts or Add an 866 field to a MFHD record for an item with multiple physical parts Determine system's ability to Y
accompanying material or accompanying material (e.g. 1 score located in pocket; 1 sound cassette; accommodate data for multiple physical
16 parts; user's guide) parts or accompanying materials.
16 Supplements Add an 867 field to a MFHD record for supplementary material (e.g. Determine system's ability to Y
v.2:pt.1:suppl.) accommodate data for supplementary
materials.
17 Indexes Add an 868 field to a MFHD record for index material (e.g. 1970/1999) Determine system's ability to Y
accommodate data for index materials.
18 Copy and paste Cut, copy and past information from one MFHD record to another: fields, To demonstrate support for full text Y/N
subfields, bits and pieces of subfields. editing features.
19 Diacritics Display a MFHD record with diacritics; edit the record by inputting a word To demonstrate system support for N
that requires diacritics displaying and inputting diacritics in
MFHD record.
20 Adding new volumes Library has v.1-2 and v.4. Library acquires v.3. To demonstrate how to fill in gaps using
additional 863s and whether the system
has non-predictive (i.e. non-sequential)
check-in for multipart items
21 Adding a new publication Create a new 853 field representing a new publication pattern; create two or To demonstrate how easily new patterns
pattern three linking 863 fields for this new pattern. can be constructed.
22 Create holdings data for a publication pattern that is unique to one issue. To demonstrate how 863 fields and
subfields are automatically generated (a
macro-like function triggered by 853
field), and what fields and subfields need
to be keyed manually.
23 Notes display (852) Create an embedded 852 field in bibliographic record, with both $x To demonstrate how notes created in
(nonpublic note) and $z (public note); display information in OPAC. embedded holdings display to staff, in
MFHD record, and to public.
24 Notes display (863) Create an 863 field in MFHD record with both $x and $z subfields; display To demonstrate how notes display to
information in OPAC. staff and public.
25 Changing location code Change location code; display in MFHD record, item record, and OPAC. To demonstrate whether the change of Y
location code in one place is reflected in
all other associated records.
Multiple Locations To demonstrate different options for
recording multiple locations
Page 71 of 98 Name:___________________
MFHD Records Vendor:__________________
26 Multiple location fields (852) Situation 1: Create multiple locations (852s) in a single bibliographic record N
without associated fields (i.e. (embedded holdings).
without 853-865, etc.)
27 Situation 2: Create multiple locations in a single separate MFHD record. N
28 Situation 3: Create multiple locations in multiple separate holdings records, Y
each location having its own MFHD record.
29 Multiple location fields (852) Create multiple locations using a cluster of 852s embedded in the N
with associated fields (i.e. bibliographic record; this record should already have one existing location
853-865, etc.) with its own MFHD record.
30 Create associated fields for the new location cluster.
31 Create associated fields for unique information related to only one of the
new locations in the cluster.
32 Multiple location fields (852) Situation 1: Create multiple locations with the identical associated fields
with equally applicable (each location having identical holdings), embedded in the bibliographic
associated fields (i.e. the record.
same 853/863, etc. data in
each location)
33 Situation 2: Create a separate MFHD record (each with identical associated Y
fields and data) for each location.
Compression and Determine whether system supports both
Expansion fully compressed and fully itemized
holdings data in MFHD record; determine
whether system can compress fully
itemized holdings data and expand fully
compressed holdings data.
34 Fully compressed holdings Display a MFHD record for a serial item with fully compressed holdings Y
data data, e.g.:
v.1-50 (1970-1999)
Page 72 of 98 Name:___________________
MFHD Records Vendor:__________________
35 Fully itemized holdings data Show a MFHD record for a serial item with fully itemized holdings data, e.g.: Y
v.1:pt.1(1970)
v.1:pt.2(1970)
v.1:pt.1(1971)
v.1:pt.2(1971)
36 Compressing fully indexed Compress fully itemized holdings data in a MFHD record; expand fully N
data; expanding fully compressed holdings data in a MFHD record.
compressed data
Splits and Merges
37 Splitting holdings data Split holdings data for a serial, from one location to two or more locations, To demonstrate system capability for Y
linking each MFHD to the parent bibliographic record. splitting holdings data (useful for transfer
of partial holdings)
38 Merging holdings data Merge holdings data from two MFHD records into one MFHD record. Use To demonstrate system capability to Y
MFHD records in which different locations have used different publication merge holdings data from two MFHD
patterns for the same title. records into one MFHD record; to
demonstrate how system handles
merging different publication patterns for
the same item.
Linking
39 Moving linked data Change the link for a MFHD record from one bibliographic record to Y
another. Break the "old" MFHD record link to its original bibliographic
record; create a new link to a different bibliographic record.
40 Linking a MFHD record to Link a MFHD record to two or more bibliographic records. To demonstrate how one MFHD record N
two or more bibliographic can be linked to two, or more,
records. bibliographic records.
Deletions and
Suppressions
41 Deleting holdings data Demonstrate how to delete partial holdings data from a MFHD record. Y
42 Demonstrate how to delete complete holdings data from a MFHD record.
43 Suppressing holdings data Demonstrate how to suppress partial holdings data from public view. N
44 Demonstrate how to suppress complete holdings data from public view. Y
45 Deleting a MFHD record with Attempt to delete a MFHD record with linked item level records. To demonstrate whether the system
linked item level records. prevents deletion of a MFHD record that
has item level records linked to it.
Page 73 of 98 Name:___________________
MFHD Records Vendor:__________________
46 Deleting a bibliographic Attempt to delete a bibliographic record with at least one linked MFHD To demonstrate whether the system
record with linked MFHD record. prevents deletion of a bibliographic
records record that has a MFHD linked to it.
47 Deleting location information Situation 1: Delete location information from embedded holdings in a N
bibliographic record.
48 Situation 2: Delete location information from a MFHD record.
49 Suppressing location Suppress location information from public view. To demonstrate how locations can be Y
information suppressed from public view.
Other
50 Spine labels Print a spine label based on a MFHD record; describe any required Determine whether spine labels can be N
hardware easily printed; determine any hardware
required
51 Varieties of values Show a MFHD record that uses months as a value (i.e. Jan., June). To demonstrate whether the system can Y
use a variety of non-numeric values.
52 Show a MFHD record that uses seasons as a value (i.e. Spring, Fall).
53 Changing display order Change display order of fields within a MFHD record, changing the To determine how staff can manipulate N
presentation of information from latest date first, to earliest date first (or display.
vice-versa).
MFHD Record Length, etc.
54 Maximum record length Display a MFHD record containing the maximum number of fields allowed N
by the system.
55 Maximum number of Display a MFHD record containing the maximum number of iterations of N
iterations of a repeatable field any repeatable field (e.g. 863).
56 Maximum number of Using 863 field, display the maximum number of iterations of a repeatable N
iterations of a repeatable subfield (e.g. $x or $z note subfields)
subfield
57 Maximum field length Display a field within a MFHD record containing the maximum number of N
characters allowed by system.
Page 74 of 98 Name:___________________
Item Records Vendor:__________________
# Situation Name Situation Description Objective
Orbis
?
Note: Demonstrate all situations in Item Records section without
leaving the cataloging module:
Retrieving Item
Records
1 Item record number Retrieve an item record using the item record number Determine whether an item record can be retrieved Y
search using the item record number
2 Barcode number Retrieve an item record by barcode number. Determine whether an item record can be retrieved Y
search using the barcode number.
Displaying Item
Records
3 Basic information Display an item record and point out: Determine whether and how basic information Y
displays in the item record
- item record #
- bibliographic data
- copy #
- location
- call #
- numeric/chronological designation
- # of physical pieces
- # of times charged and browsed
- date(s) of record creation, modification, and last use (what causes date
of last use to change?)
Creating Item
Records
4 New record Create an item record; show whether the system verifies the transaction Determine whether a new item record can be created; Y
with a "record created" message determine whether system can automatically generate
a message verifying a record has been created
5 Keystroke Create a new item record without using a mouse; cancel the record Determine whether new item records can be created Y/N
equivalents before saving it; repeat using a mouse by using keystrokes and by using a mouse
6 Barcode input Enter the barcode number into the item record. Y
7 Barcode validation Attempt to type in a barcode number into the item record with one Determine whether the system can validate a barcode Y
incorrect digit; show whether an informative error message is number and generate an informative error message if
automatically generated by the system the validation fails.
Page 75 of 98 Name:___________________
Item Records Vendor:__________________
8 Codebar modulus Question: Does the system support Codebar Modulus 10 barcodes? Y
10
9 Multiple copies Create item records for a monograph with multiple copies in the same Determine whether item records for multiple copies Y
location; show a summary of the copy information can be easily created
10 Create item records for a monograph with multiple copies in different Determine whether the number of copies for each Y
locations; show a summary of the copy information location is indicated in the summary
11 Multipart Create item records for a multipart monograph; show a summary of the Determine whether the number of barcoded volumes Y
monograph copy information attached to a copy is indicated in the summary
12 Determine whether the numeric/chronological N
designation of each barcoded volume attached to a
copy is indicated in the summary
13 Multiple copies of Create item records for multiple copies of a multipart monograph in Determine whether the number of barcoded volumes Y
multipart different locations; show a summary of the copy information attached to each copy in each location is indicated in
monograph the summary
14 Determine whether the numeric/chronological N
designation of each barcoded volume attached to
each copy in each location is indicated in the summary
15 Multiple Create an item record and link it to two or more bibliographic records Determine whether it is possible to link one barcode to N
bibliographic (e.g. multiple monographs bound together in a single barcoded volume or more than one bibliographic record
records an individual volume in a series standing order linked to both a serial
record and a monograph record); show a summary of the copy
information
16 Multiple physical Create an item record for a bibliographic entity comprised of two or more Determine whether it is possible to indicate the Y/N
pieces physical pieces that share a single barcode; show a summary of the copy number of physical pieces in the item record and in
information the summary
17 Automatic prompt Show whether the system will automatically prompt staff to verify that all Determine whether the system automatically prompts N
to verify number of pieces are present during checkout or checkin staff to verify the number of pieces during checkout or
pieces checkin
Updating Item Determine whether item records can be updated;
Records determine whether system can automatically generate
a message verifying a record has been updated;
determine whether a change in the item record is
immediately reflected in all associated records
Page 76 of 98 Name:___________________
Item Records Vendor:__________________
18 Update Update an item record; show whether the system verifies the transaction Y
with a "record updated" message
19 Location changes Change the location in an item record; show whether the change is N
immediately reflected in the embedded holdings in the bibliographic
record, in the order record, in the MFHD record, and in the summary
20 Temporary locations Assign a temporary location in an item record; show effect of temp
location in the public display, in the order record, holdings record, etc.
21 Assign a temporary location for a group of item records. Bulk update of temp location
22 Call number Change the call number in an item record; show whether the change is N
changes immediately reflected in the embedded holdings in the bibliographic
record, in the order record, in the MFHD record, and in the summary
23 Barcode changes Overlay an existing barcode in an item record with a new barcode N
(without deleting the existing barcode); show whether the change is
immediately reflected in the embedded holdings in the bibliographic
record, in the order record, in the MFHD record, and in the summary
Relinking Item
Records
24 Same record relink Relink an item record from one copy to another on the same Determine whether item record relinking is possible; Y
bibliographic record; show whether the system verifies the transaction determine whether system can automatically generate
with a "record relinked" message; show a summary of the copy a message verifying a record has been relinked;
information determine whether the change is reflected in the
summary display immediately
25 Different record Relink an item record from one copy to another on two different Determine whether the relinking is possible; determine Y
relink bibliographic records; show a summary of the copy information whether the change is reflected in the summary
display immediately
26 Charged Relink an item record (for a monograph that is checked out to a patron) Determine whether the item must be discharged N
monograph relink from one copy to another on the same bibliographic record; show a before relinking; determine whether the change is
summary of the copy information reflected in the summary display immediately
27 Relink an item record (for a monograph that is checked out to a patron) Determine whether the item must be discharged N
from one copy to another on two different bibliographic records; show a before relinking; determine whether the change is
summary of the copy information reflected in the summary display immediately
28 If it is not possible to relink an item record for a monograph that is Determine whether system generates an informative Y
checked out to a patron, show whether the system generates an error message for staff if relinking not possible for
informative error message for staff checked out items
Page 77 of 98 Name:___________________
Item Records Vendor:__________________
Deleting Item
Records
29 Deletion Delete an item record for a single monograph; show whether the system Determine whether an item record can be deleted; Y/N
verifies the transaction with a "record deleted" message; show a determine whether system can automatically generate
summary of the copy information a message verifying a record has been deleted;
determine whether the deletion is reflected in the
summary display immediately
30 Deletion of charged Attempt to delete an item record for a monograph that is checked out to a Determine whether the system can prevent an item Y
item patron; show whether an informative error message is automatically record from being deleted when the corresponding
generated by the system physical item is checked out to a patron; determine
whether the system generates an informative error
message if such a deletion is attempted
31 Multipart Delete an item record for one volume of a multipart monograph; show a Determine whether the deletion is reflected in the N
monograph deletion summary of the copy information summary display immediately
32 Deletion/addition Delete an item record; add a new item record to that same copy; show a Determine whether the changes are reflected in the N
summary of the copy information summary display immediately
33 Status Tracking Yale Library uses a series of charges to processing unit "patrons" in the
Using Item Technical Services dept to track the status of material from receipt,
Records through cataloging and to preparations. Does the system include the
ability to automatically track material through Technical Services? If not,
the following questions relate to our current method of charging material
to processing units.
34 Charging without Progressively charge a monograph to the acquisitions, cataloging, and Determine whether it is possible to track the status of N
discharging bindery units without having to discharge it from the previous unit each an in-process item by charging it to various technical
time services units as it is received, cataloged, and bound,
without having to discharge each time
35 Verification If it is possible to charge the in-process monograph without first Determine whether the system prompts staff N
discharging, show whether the system prompts staff to verify that the attempting to charge an in-process monograph
monograph should be charged to a new unit; show whether staff can turn already charged to another unit and asks for
off the prompt verification that the item should be charged to a new
unit; determine whether staff can turn off the prompt
Page 78 of 98 Name:___________________
Item Records Vendor:__________________
36 Error message If it is not possible to charge the in-process monograph without first Determine whether the system generates an Y
discharging, show whether the system generates an informative error informative error message if staff attempt to charge an
message for staff in-process monograph already charged to another unit
37 Current charge Show which unit the in-process monograph is currently charged to; point Determine whether the system provides basic Y
out the ID, unit name, workstation, and date of charge in the item record identifying information for tracking the current status of
in-process materials
38 Charge history Show a history of the in-process monograph's progress through the Determine whether the system provides basic N
various units; point out the IDs, unit names, workstation names, and identifying information for tracking the workflow history
dates of charge in the item record of in-process materials
Other
39 Unauthorized Attempt a transaction for which you do not have authorization; show Determine whether adequate security measures are in Y
transactions whether the system generates an informative error message place
40 Routing Flag a monograph (that is charged to a patron) for routing to cataloging Determine whether materials can be flagged for Y
once discharged; show whether the system alerts staff discharging the automatic routing
item by either displaying a message or automatically printing a routing slip
41 Spine labels Print a spine label based on an item record; describe any required Determine whether spine labels can be easily printed; Y
hardware determine any hardware required
42 Suppressed notes Add a note to an item record intended for staff use only; show whether Determine whether system supports suppressed note Y
the note is suppressed in the public display fields
Page 79 of 98 Name:___________________
Item Records Vendor:__________________
# Notes
1
2
3
4
5
6
7
Page 80 of 98 Name:___________________
Item Records Vendor:__________________
8
9
10
11
12
13
14
15
16
17
Page 81 of 98 Name:___________________
Item Records Vendor:__________________
18
19
20
21
22
23
24
25
26
27
28
Page 82 of 98 Name:___________________
Item Records Vendor:__________________
29
30
31
32
33
34
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Page 83 of 98 Name:___________________
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# Situation Name Situation Description Record # Objective
Orbis
?
Record Suppression Determine whether staff can easily
suppress records from public display, both
singly and in batches
1 Bibliographic records Suppress a single bibliographic record from public display; Y
undo the suppression; suppress it again; show whether the
system automatically generates a "record suppressed"
message
2 If possible, suppress multiple bibliographic records from N
public display in a batch; undo the suppressions
3 Copies (single-vol, multi Suppress a copy associated with a particular bibliographic Y
copy monograph) record from public display; undo the suppression
4 Suppress multiple copies associated with a particular N
bibliographic record from public display; undo the
suppression
5 Suppress all copies associated with a particular How is the public informed that no copies Y
bibliographic record from public display. Search for and exist?
display the bibl record in the OPAC.
6 MFHD records Suppress a MFHD record associated with a particular Y
bibliographic record from public display; undo the
suppression
7 Suppress multiple MFHD records associated with a N
particular bibliographic record from public display in a batch;
undo the suppression
8 Record Deletion Explain record deletion options. Can records be both logically deleted and
physically deleted?
9 Bibliographic records Logically delete a single bibliographic record; undo the Determine whether staff can easily delete Y
deletion; physically delete the record; show whether the records, both singly and in batches
system automatically generates a "record deleted"
message. How can a logically deleted record be searched?
10 Mark several bibliographic records for logical deletion; N
delete the marked records in a batch; undo the deletion.
Physically delete several records in a batch.
Page 85 of 98 Name:___________________
Catalog Management Vendor:__________________
11 Logically delete all bibliographic records with a certain call N
number in a batch; undo the deletion. Physically delete all
bibl records with a certain call number in a batch.
12 Logically delete all bibliographic records within a certain N
range of record keys in a batch; undo the deletion.
Physically delete the same records in a batch.
13 Delete a group of bibliographic records in a batch by N
supplying the system with a list of record keys; show
whether the list can copied and pasted into the system;
undo the deletion. Physically delete the same records in a
batch.
14 Copies (single-vol, multi Delete a copy associated with a bibliographic record; undo Y
copy monograph) the deletion
15 Mark several copies for deletion; delete the marked records N
in a batch; undo the deletion
16 Delete all copies associated with a particular bibliographic How is the public informed that no copies Y
record from public display. Search for and display the bibl exist?
record in the OPAC.
17 MFHD records Delete a single MFHD record associated with a Y
bibliographic record; undo the deletion
18 Delete multiple MFHD records associated with a N
bibliographic record in a batch; undo the deletion
19 Item records Delete an item record associated with a bibliographic Y
record; undo the deletion
20 Delete multiple item records associated with a bibliographic N
record in a batch; undo the deletion
21 Try to delete an item record when the physical item is Y
checked out; show whether an appropriate error message
is displayed
Record Overlay Determine whether staff can easily
overlay bibliographic and authority
records, completely or partially, with other
records already in the system
Page 86 of 98 Name:___________________
Catalog Management Vendor:__________________
22 Full overlay Demonstrate all methods (commands, wizard) that can be Y/N
used to overlay a bibliographic and an authority record with
another. Show whether a confirmation message appears on
the screen (e.g. "overlay successful")
23 Overlay multiple bibliographic and authority records. Can N
the overlay function be undone? Demonstrate.
24 Partial overlay Partially overlay one bibliographic record with another; N
preserve selected fields (e.g. 090, 590, 6xx 4, 949); show
whether a confirmation message appears on the screen
(e.g. "overlay successful")
25 Partially overlay multiple bibliographic records using a N
template or wizard program; preserve selected fields (e.g.
090, 590, 6xx 4, 949); undo the overlay
26 Partially overlay one authority record with another; preserve N
selected fields (e.g. 090, 64x $5, 690); show whether a
confirmation message appears on the screen (e.g. "overlay
successful")
27 Partially overlay multiple authority records; preserve N
selected fields (e.g. 090, 64x $5, 690).
28 Customized overlaying Show whether parameters for overlaying records can be N
customized at the systemwide, unit, and workstation levels
Merging Records
29 Merge two bibliographic records, retaining all unique fields
30 Move location and call number information from one record
to another
31 Move location and call number information from three
different records to another single record
32 Move location and call number information from one copy to
another on the same bib record
33 Move item records from one record to another
34 Move item records from three different record to another
single record
35 Move item records from one copy to another on the same
bib record
Page 87 of 98 Name:___________________
Catalog Management Vendor:__________________
36 Move volume holdings information from one record to
another
37 Move volume holdings information from three different
record to another single record
38 Move volume holdings information from one copy to
another on the same bib record
Changing Location Determine whether staff can easily
Codes change location codes in copy statements
in bibliographic records, both singly and in
batches
39 Change a single location code in a single copy in a single Y
bibliographic record
40 Change a single location code in multiple copies in a single Y
bibliographic record
41 Change multiple location codes in a single bibliographic Y
record
42 Change a single location code in multiple bibliographic N
records in a batch
43 Change multiple location codes in multiple bibliographic N
records in a batch
URL Validation &
Update
44 Display a bibliographic record containing a URL; check the
validity of the URL; report the result using the Internet error
codes; update the URL if invalid
45 Run a batch program to check URLs in all bibliographic
records and report invalid URLs using the Internet error
codes; schedule the batch program to run on a regular
basis; provide the report as both text and HTML files
46 Generate a list of changed URLs (indicated by error code
402) from the report and update the corresponding
bibliographic records with the new URLs
Global Change of
Headings
47 Issue a global change from an authority record to fix
headings in bibliographic records that correspond to a see
reference form in the authority record
Page 88 of 98 Name:___________________
Catalog Management Vendor:__________________
48 Issue a global heading change using a template to execute
one or several of the following:
*change the form of heading
*change the form of subdivision
*replace one heading with another
*replace one subdivision with another
*add a new heading
*add a new subdivision
*remove a heading
*remove a subdivision
*fix indicators
*change a 490 0 to a 440
49 Apply a global heading change to bibliographic records
50 Apply a global heading change to a batch of bibliographic
records
Global Change of Non-
Heading Information
51 Apply a global change to one or several fixed field codes
52 Apply a global change to text in a descriptive field
53 Apply global change to correct an indicator
54 Apply global change to correct the non-filing indicator in the
245 of a group of bibliographic records in different
languages; use the language code in the records to help
you make the right corrections
55 Apply global change to correct the call number on holdings
in a selected group of records
56 Apply global change to correct an obsolete location code on
all records in the system
Conflict & Error
Detection
57 Run a report to detect duplicate or conflicting headings in
authority records (identical 1xx or 1xx matches 4xx)
Page 89 of 98 Name:___________________
Catalog Management Vendor:__________________
58 Run a report to detect subject heading use inconsistencies
(conflict between subject use code in authority record and
actual use of heading in bibliographic records)
59 Run a report to detect conflicts between bibliographic and
authority records (4xx in authority record matches heading
in bib records)
60 Run a report to detect duplicate bibliographic records by
detecting duplicate control numbers (RLIN number, OCLC
number, etc.)
61 Run a report on headings that cause index errors and
indicate the type of error, MARC tag of affected field, and
record keys
Online Help
62 Demonstrate use of online help files (e.g. drop-down or pop-
up windows) for global change, error detection and
reporting, and other record maintenance functions
63 Show whether help files are browsable by topic or function
categories and searchable by keywords
64 Show ability to customize help files; show whether
bookmarking and annotating is permitted
65 Question: how are files updated as revisions and new
releases are issued?
66 Show whether files can be expanded with local
documentation
Record History Determine whether record histories are
automatically maintained in the system
67 Bibliographic and Call up the cataloging history of a bibliographic record and Is the following information available: N
authority record history an authority record that have been updated several times; -who created the record and when,
show cataloging/change history. -who updated it and when,
-what was updated,
-who transferred it and when.
Automated Statistics Show whether the system can
automatically keep detailed statistics
reflecting an individual cataloger's
productivity
Page 90 of 98 Name:___________________
Catalog Management Vendor:__________________
68 New bibliographic Show how many new bibliographic records you created N
records today, both using workforms and deriving from existing
records; breakdown according to format
69 Updated bibliographic Show how many bibliographic records you updated today; N
records breakdown according to format
70 Deleted bibliographic Show how many bibliographic records you deleted today; N
records breakdown according to format
71 Suppressed Show how many bibliographic records you suppressed N
bibliographic records today; breakdown according to format
72 New authority records Show how many new authority records you created today, N
both using workforms and deriving from existing records;
breakdown by type of heading
73 Updated authority Show how many authority records you updated today; N
records breakdown by type of heading
74 Deleted authority Show how many authority records you deleted today; N
records breakdown by type of heading
75 Suppressed authority Show how many authority records you suppressed today; N
records breakdown by type of heading
76 Added copies Show how many copies you added to existing bibliographic N
records today
77 Imported copy Show how many bibliographic records you imported today; N
breakdown by format and source
78 Monthly totals Show monthly totals for the same categories N
Setting Permissions
79 Permissions to edit Show whether the permission to edit records can be Y
withheld from individual staff members
80 Permission to suppress Show whether the permission to suppress records can be Y
withheld from individual staff members
81 Permission to delete Show whether the permission to delete records can be Y
withheld from individual staff members
82 Permissions to perform Show whether the permission to perform global changes on Y
global changes records can be withheld from certain staff members
83 Permissions to view Show whether the permission to access certain kinds of Y
certain data information within or attached to a record (e.g. record
history) can be withheld from individual staff members
Page 91 of 98 Name:___________________
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