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1. able to change default material type limits in Patrons Catalog select Let Patrons Catalog save defaults in the Set Material Type Limits window If a patron changes the default limits at a Patrons Catalog computer those limits are the default for everyone who uses that computer until new default limits are set 106 Spectrum CIRC CAT User Manual SCC5um1200kh For more information about the Set Material Type Limits window see About the Set Material Type Limits window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to use the default material type limits Note Material type limit defaults should be set before you use them For instructions see How to specify default material type settings earlier in this chapter Example scenario For your last search you set the material type limits so that they were different from the default values Now you want to revert to the default values To use the default material type limits 1 From the Catalog menu choose Material Type Limits The Set Material Type Limits window opens 2 Click Use Defaults 3 Click OK For more information about the Set Material Type Limits window see About the Set Material Type Limits window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Limiting a search by audience level You can limit your searches of materials by their intended audience levels namely reading grade level interest age level and i
2. activities For more information see Setting up the catalog in the Setup chapter of this manual Patrons Catalog versus Catalog Spectrum Patrons Catalog is a public access catalog program designed primarily for use by patrons unlike Spectrum CIRC CAT which is intended to be used for the most part by media specialists The Catalog menu in Spectrum Patrons Catalog is different from the Catalog menu in Spectrum CIRC CAT Because there is no Winnebago menu in Spectrum Patrons Catalog you need to access setup and other options from the Catalog menu The Spectrum Patrons Catalog program consists of a Catalog and Catalog Setup module The program is not a stand alone or independent product Patrons Catalog is available only in a client version that must be used in connection with the Spectrum CIRC CAT program In addition to the system s setup you may have customized settings for the Patrons Catalog stored locally on the client computer For example the Patrons Catalog window can open in a maximized or minimized window depending on how you set up your options in Catalog setup Catalog Catalog basics 89 sCC5um1200kh Accessing the catalog The method you use to access the catalog depends on what program you are using To access the Catalog window Spectrum CIRC CAT Catalog From the Navigator toolbar click the Catalog button The Navigator Catalog window opens button E Catalog To access t
3. case select Subject for both search terms Catalog Searching the catalog 117 sCC5um1200kh ye For each search term you can set a relation position structure truncation and Bo completeness attribute Just click the button immediately to the left of the search term For more information about these attributes see Other Z39 50 search attributes in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Aye Some libraries cannot handle diacritics accented and other non English characters If you are searching one of these libraries do not use diacritics in your search terms For more information about the Other Libraries tab see About the Other Libraries tab in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Starting an Other Libraries search After you have entered your search term and limits and specified which libraries the program should search you are ready to start the search To start the search 1 Follow your normal procedure to connect to the Internet If you need help contact your Internet Service Provider 2 If you have not already done so access the Other Libraries tab and specify the search For instructions see Searching other libraries earlier in this chapter 3 Click Search Copying records from other libraries Z39 50 Once you have searched another library the program displays the results in the Materials Found window If you are cataloging you can copy the MARC recor
4. not available for Material Type or Copyright Date searches For information about the Browse window see About the Browse window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Searching with the See Also feature This feature may be unavailable depending on whether your library installed the Spectrum Cross Reference Words Database sold separately and on how the catalog is set up You can look up and implement alternate search terms by using the Catalog window s See Also button A See Also word also called a cross reference word is a catalog key word that s related to another catalog key word in some way The related words can be synonyms mean the same or similar homonyms sound the same and so on This feature helps you find different search terms if your first search was unsuccessful and lets you see other words that are related to the search term you have in mind Before using See Also Before you can use the See Also feature you have to perform some steps Build key words Make sure the Build key words option is selected whenever you import material records When you select this option the program creates the database connections necessary to search for materials in the catalog by key words Run Spectrum Cross Reference Words Database This program which is sold separately from Spectrum CIRC CAT matches possible See Also words from its See Also database with the database of key words created from y
5. or more type s of materials reference government or any other type by searching only certain collections of materials such as article abstracts or by including only materials that meet specific reading and interest level requirements Limiting a search by material type When you limit a search by material type the program finds only materials with the specified material types Instead of resetting material type limits for every search you can change material type limit defaults to suit your search needs Only the material types you select are searched Note This feature may not be available depending on how your catalog is set up For more information see Setting up the catalog in the Setup chapter of this manual How to limit a search by material type Example scenario You want to limit your searches to exclude all items with the material type 2 Fiction To limit a search by material type 1 From the Catalog menu choose Material Type Limits The Set Material Type Limits window opens Set Material Type Limits x ROTET tr teamed M2 Fiction M3 Reference v4 Biography Cancel M5 Easy m6 000 099 All vi 100 199 M8 200 299 Nene v9 300 399 v10 400 499 v11 500 599 Use Defaults M12 600 699 v M13 700 799 Save as Defaults Ivi14 Ann AAG pa T Let Patrons Catalog save defaults Catalog Searching the catalog 10
6. this chapter 2 In the Action list select Load a button group 3 In the Loaded group name box type Christmas The program displays a message asking if you want to create a new group 4 Click Yes 5 Click Save For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Setting up visual searches for favorites new arrivals or class projects You can use Visual Search to create special buttons to allow patrons to search for favorites new arrivals and class projects This lets patrons find these items just by clicking the appropriate button To do this you need to set up special material types for each category For example a favorites type for items appearing in the favorites search a new arrivals type for items appearing in the new items search and so on Then you use the Special Reserve feature in Circulation to temporarily change the material type to this new value you do this for each item that you want to appear in the search results Finally you configure the visual search button to search for only those items that have the specified material type 150 Spectrum CIRC CAT User Manual SCC5um1200kh How to set up visual searches for favorites new arrivals or class projects Example scenario You want to set up a New Arrivals visual search button that allows patrons to quickly learn what new items have bee
7. to reserve materials see Reserving materials from the catalog earlier in this chapter Catalog Viewing patron circulation status 137 SCC5um1200kh Setting up Visual Search 138 You can specify searches and link them to visual search buttons Once you have done this patrons can perform these predefined searches simply by clicking the appropriate button They don t need to worry about search terms Boolean operators or anything else As long as patrons know how to click a button they can use Visual Search And since you can add a descriptive picture to each visual search button patrons can search simply by choosing a picture When you install Spectrum CIRC CAT the program is automatically set up with working visual searches You can easily change this configuration to better meet the needs of your library Developing a visual search strategy You can organize Visual Search into a hierarchical structure of button groups and use this hierarchical structure to help lead your patrons to the specific search that best suits their needs In most libraries the Visual Search Home button group is a general directory that allows patrons to choose an area of interest Successive button groups allow patrons to narrow their area of interest The final button groups in the hierarchy let patrons choose specific searches There can be up to 30 levels in the hierarchy Spectrum CIRC CAT User Manual SCC5um1200kh First Level Home
8. 0kh General procedure 1 From the Visual Search Home group click the visual search button that most closely represents your area of interest 2 If the button you choose is linked to a search the program displays a list of materials found However if the button you choose is linked to another group of visual search buttons the program displays the linked group Narrow your search still further by clicking the button that most closely represents your area of interest Continue in this manner until the program displays a list of found materials How to perform a visual search Example scenario You want to use Visual Search to find materials about biology To perform a visual search 1 If you have not already done so access Visual Search and make sure that the program is displaying the Visual Search Home group of buttons If it isn t click the Up One Level button repeatedly until you see the Visual Search Home group 2 Click the Dewey Subjects visual search button The program displays the Dewey Subjects group of buttons 3 Click the Pure Sciences visual search button The program displays the Pure Sciences group of buttons 4 Click the Biology visual search button The program performs the specified search and displays the found materials Note The availability of these buttons may vary depending on how your library has configured Visual Search For more information about the Visual Search tab see About the Visual Sear
9. 5 sCC5um1200kh 2 Select only the material type s that you want the program to search In this case make sure that the material type 2 Fiction is not selected 3 Click OK ye In the Material Type Limits window you can click All to select all material types and click None to remove all selections You can also limit the search to default material types For instructions see How to use the default material type limits Note Only the material types that aren t set as being suppressed in the Material Type Setup window appear in the Set Material Type Limits window If you don t see a specific material type it may be suppressed For more information see About the Set Material Type Limits window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Specifying default material type settings You can save your material type settings as the default so that in a later search you can use these same settings In fact the program always uses the default settings unless you specify otherwise How to specify default material type settings Example scenario You want to set your material types limits and ensure that these same limits can be used for subsequent searches To specify default material type settings 1 From the Catalog menu choose Material Type Limits The Set Material Type Limits window opens 2 Set the desired material type limits 3 Click Save as Defaults 4 Click OK Note If you want patrons to be
10. 775204 _aDLC_c DLC _d Catalog Card Company 050 00 _a E178 6 _b D57 1993 082 00_a 973 _2 20 245 00 _a Discovering America s past _b customs legends history amp lore of our great nation 260 _a Pleasantville NY _b Reader s Digest _c 1993 a 400 p _b ill some col _c 29 cm 500 _alncludes index 651 0_a United States xHistory xAnecdotes 651 0_a United States x Social life and customs xAnecdotes 651 0_a United States xBiography xAnecdotes 651 7 _a United States xHistory xAnecdotes _2 sears 651 7 _a United States x Social life and customs xAnecdotes _2 sears 651 7 _a United States x Biography xAnecdotes _2 sears 7102 _a Reader s Digest Association Spectrum CIRC CAT User Manual SCC5um1200kh To view the materials card image In the Details window click the Card Image tab amp 1 Details ox Itemized List MARC Record Copies 973 Discovering America s past customs legends history amp lore of our great nation Pleasantville DIS NY Reader s Digest 1993 400 p ill some col 29 cm Includes index ISBN 0895775204 1 United States Histon Anecdotes 2 United States Social life and customs Anecdotes 3 United States Biography Anecdotes 4 United States History Anecdotes 5 United States Social life and customs Anecdotes 6 United States Biography Anecdotes l Reader s Digest Association 93003508 Copies 1 Available 1 For more inf
11. Catalog SCC5um1200kh Catalog OVEIVICW sescacecccaseecssecseassccnscuaavckstsceeeeressuasestveheveeuseenees 88 Catalog ASICS sa ccctes tea caney irene dea eaavevecnaneea aes semectesaes 89 Searching the catalog cc sisicccescsseccsscvsiccevsssecvessrseseeversavesveaeeseavs 94 Reviewing and managing found materials 00008 121 Viewing patron circulation status csescseeseseseeeeeeeneee 136 Setting up Visual Search cscs sccssccsecdevecesveivesessevexseeseevevernsesanes 138 87 Catalog overview The catalog part of Spectrum CIRC CAT can replace a traditional card based catalog With Spectrum CIRC CAT s catalog you can search for materials faster and more thoroughly than with a regular card catalog You can also reserve items create and print bibliographies search other libraries and copy their MARC records as well as view patron circulation information For detailed information about using Spectrum CIRC CAT s Catalog features refer to these topics Note The catalog features now support diacritics For more information see About diacritics in the Diacritics appendix of the Spectrum CIRC CAT Reference Manual 88 Spectrum CIRC CAT User Manual scc5um1200kh Catalog basics Before you use the Catalog window you must set up the catalog The catalog setup options let you control the availability security appearance and content of some of your Catalog windows and your patrons
12. ample scenario You want to add a visual search button to the Holidays button group 140 Spectrum CIRC CAT User Manual scc5um1200kh To add a visual search button 1 In the Visual Search tab display the button group in which you want to place the new button In this case display the Holidays group by clicking the Holidays button from the Visual Search Home group 2 In this case the current page is full so click Next Page to display the next page in this group Add Button 3 Click Add Button The Button Properties window opens button 4 You should now set the desired properties for this button For instructions see Setting button properties 5 When you have finished setting the button properties click Save For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Setting button properties Each visual search button has properties that specify what should happen when the button is clicked You can also use button properties to add an image to the button to specify the button s position on the screen and to activate or deactivate buttons For a full description of button properties see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Setting up Visual Search 141 sCC5um1200kh Accessing the Button Properties window Before you can set a button
13. an reserve library materials from the catalog if your library is set up to let patrons reserve materials and if you have access to your personal circulation records You can place reserves by choosing Reserve from the Catalog menu or by clicking the Reserve button in the Materials Found window or any of the tabs in the Details window How to reserve a material Example scenario You searched the catalog and located the material you wanted Unfortunately the Materials Found window shows that all copies of this material are out of the library You decide to reserve this material To reserve a material 1 In the Catalog window search for materials 2 In the Materials Found window select the material s you want to reserve 3 Click Reserve The Patron Access window opens 4 Enter the requested information and click OK The Reserve Material window opens showing all of the items selected in the Materials Found window Patron s Name Keith Hatchard View Circulation Status Title Copies In Copies Out No of Reserves 5 Select the material s you want to reserve and then click Reserve 6 Click Yes and then OK 132 Spectrum CIRC CAT User Manual SCC5um1200kh Note Reserving materials from the Catalog window is only available if the library has set up this feature and you are viewing materials from the local collection Furthermore some patron types may not be able to place reserves If the patron type was not assigned th
14. ation Received present response for 7 records information Sent present request for 7 records from position 22 Information Received present response for 7 records information Z association terminated 2 When you have finished viewing the log click OK Spectrum CIRC CAT User Manual SCC5um1200kh Reviewing and managing found materials After you search the catalog for materials all of the materials that match your search requirements are listed in the Materials Found window Materials Found BEES Materials Ca Number Tile Author Copyright Type Loca ion Copies in Found window Si73 TIM In this window 973 DIS Discovering Americi 1993 900 999 Wi a A FIC FAS April moming Fast How 1962 Fiction Wi you can view a list FIC FEL Ride of courage the Felder De 1997 Fiction 1 1 j FIC FRI Early thunder Fritz Jean 1987 Fiction Wi of the materials FIC FRI Brady Fritz Jean 1987 Fiction WW that match your FIC GRE Out of many waters Greene J 1988 Fiction 1 1 FICGRI The firm Grisham 1997 Fiction Ww search w Done Found 8 Z The Copies in column on the right side of the window shows the number of copies of that material available for checkout and the total copies of that material your library has For example if a material has 1 2 in the Copies in column then one of the library s two copies of that material is available for checkout For more information about the Materials Fo
15. available and its power is on 2 In the Materials Found window sort the materials so that they appear in the desired order For help sorting see Sorting found materials earlier in this chapter 3 If you want the bibliography to include only some of the items listed in the Materials Found window select only the materials that you want included Print 4 Click Print The Print Bibliographies window opens button 5 In the Your name box enter your name so that the program can include it at the top of the bibliography 6 In the Print Materials group indicate whether you want to print all materials highlighted selected materials or locked materials In this case select Highlighted 7 Select the appropriate printing options 8 Click Print Catalog Reviewing and managing found materials 135 SCC5um1200kh Viewing patron circulation status The Patron Circulation Status window contains information about your personal library account and lets you reserve materials from the catalog You can access this information by choosing View Circulation Status from the Catalog menu This feature may not be available in all libraries It depends how it was configured in Catalog Setup Note Before you access your patron circulation status information you need to identify yourself You do this by supplying the program with information about yourself The librarian determines what information is required How to view your circulation r
16. basics CC5um1200kh Searching the catalog You specify a search term and the program searches your collections for materials that match this search term The program then lists these materials so that you can choose the ones you are interested in In addition to a search term you must also specify search type You can choose between Key Words Titles Authors and so on The search type informs the program where in the material record it should look for your search term Searching with Easy Search or Expanded Search When you search with either Easy Search or Expanded Search you enter a search term and specify a search type The program then searches the catalog for materials that meet your search criteria Specifying a search type For your catalog search to be successful the search term s you enter in the Search for box es of the Catalog window must relate to the type of search you select Key Words Titles Authors Subjects and in the Expanded Search tab Series Title Call Number Material type Copyright Date ISBN and LCCN For example if you wanted to find materials about dogs you could choose Key Words as the search type and enter dog as a search term Note Key Words is a general search type and tells the program to search subject title and note fields If you choose Titles Authors Subjects or Call Numbers as the search type the program would look only at your materials titles authors subjects or call nu
17. before you can search a library it must be set up from the Other Libraries Z39 50 tab of the Catalog Setup window For more information see Setting up the catalog in the Setup chapter of this manual Spectrum CIRC CAT User Manual SCC5um1200kh To access the Search Other Libraries feature In the Catalog window click the Other Libraries tab amp Catalog For more information about the Other Libraries tab see About the Other Libraries tab in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Selecting libraries to search Before you can perform a search you need to specify exactly which libraries you want to search How to select libraries Example scenario You want to search the Florida State Library To select the libraries to search 1 In the Other Libraries tab click Select Libraries The Select Libraries to Search window opens Catalog Searching the catalog 115 sCC5um1200kh Select Libraries to Search E E Bell Labratories Library Network California Institute of the Arts Canada Institute for Scientific and Technical Information Dept of Foreign Affairs amp Internation Trade Five Colleges Database Florida State Library Getty Research Institute Hong Kong University of Science amp Technology Library of Congress Massachusetts Institute of Technology Minnesota MnSCU PALS New York State Dept of Health UofMinnesota og UofWisconsin Ma
18. button group shows general categories Patrons choose the category of interest Final Level The program shows relevent searches Patrons choose the search they want Intermediate Levels Successive button groups show increasingly more specific categories Patrons continue narrowing the search by choosing the category of interest Results The program displays the search results ETEEN 300929 B060 300 989 2 2 300 989 2 2 arger J W 300 999 2 2 Catalog Setting up Visual Search SCC5um1200kh 139 Enabling and disabling the Change Button Properties feature Before you can set up Visual Search buttons you need to enable the Visual Search setup feature To enable or disable the Visual Search setup feature 1 From the Winnebago menu choose Setup gt Catalog The Catalog Setup window opens 2 Click the Search Window tab 3 Select the Visual Search option 4 To enable the Visual Search setup feature select the Allow visual search button properties to be changed option To disable this feature uncheck this check box 5 Click OK Adding visual search buttons In Visual Search predefined searches and most button groups are linked to visual search buttons When you click a visual search button the program performs the search or displays the button group Before you can add a search or button group you must add the button that you want to link it to How to add a visual search button Ex
19. ch tab in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Searching the catalog 113 sCC5um1200kh 114 Searching other libraries This feature may be sold separately from Spectrum CIRC CAT For information on obtaining this feature contact Sagebrush s Sales Department at 1 800 533 5430 In addition to your own library s collections you can also search collections that other libraries have made available via Z39 50 servers Once the search is complete the program displays the found materials in the Materials Found window The program also gives you the ability to copy MARC records or partial MARC records from the other libraries and paste them into the Material Edit feature This is a particularly useful cataloging tool Instead of creating records manually you can copy them from the Library of Congress or any other library that makes its MARC records available over the Internet on a Z39 50 server Not only does this save you time it also allows you to take advantage of the cataloging expertise from major libraries around the world What is Z39 50 Z39 50 is an information retrieval protocol You can use the Other Libraries tab in the Catalog window to search and retrieve MARC records stored on servers that use this protocol For more information about Z39 50 refer to the ANSI NISO Z39 50 Protocol Specification Note This feature is not available on computers using the Macintosh 68K platform Also
20. d for any found material and then paste it into the Material Edit feature 118 Spectrum CIRC CAT User Manual SCC5um1200kh How to copy a record from another library Z39 50 Example scenario The vendor did not supply a MARC record for a new material so now you need to find the MARC record from another source To accomplish this you searched the Library of Congress Your search was successful and the material is displayed in the Materials Found window Now you want to copy the record into your Spectrum database To copy a MARC record from another library 1 If you have not already done so search the other library For instructions see Searching other libraries earlier in this chapter 2 In the Materials Found window select the record that you want to copy and then click Details Copy MARC 3 Click Copy MARC button 4 Start Material Edit You can do this by clicking the Materials button on the Navigator toolbar and selecting Edit New Record 5 Click the New Record button If the Easy Entry window is open button switch to Edit MARC by clicking the Show Edit MARC button 6 From the Edit menu choose Select All 7 From the Edit menu choose Paste The program copies the MARC record into the Edit MARC window 8 Make any necessary changes to the material information and add holdings information A Save Record 9 Save the record by clicking the Save Record button button For detailed information about using the Materia
21. dison Yale University ii E ii E E Ei E E E E E E i E cancel 2 Select the libraries that you want to search In this case select Florida State Library 3 Click OK Aye A plus sign or a minus sign indicates that the library contains one or more databases To open the entry and see the individual databases click the plus sign To close the entry so that the individual databases are not shown click the minus sign If a library has multiple databases you can select specific databases rather than the entire library Just display the library s databases by clicking the plus sign Then select the databases you want to search For more information see About the Select Libraries to Search window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 116 Spectrum CIRC CAT User Manual scc5um1200kh Specifying search terms and limits Specifying a search from the Other Libraries tab is similar to specifying an expanded search You enter search terms and the program searches for materials that match these search terms As with Expanded Search you can enter multiple search terms and connect them with the and or and and not Boolean operators You can also limit search terms so that they apply to only specific pieces of information Limiting search terms When searching othe
22. dow To preview and print a bibliography 1 Make sure the printer is available and its power is on 2 In the Materials Found window sort the materials so that they appear in the desired order For help sorting see Sorting found materials earlier in this chapter 3 If you want the bibliography to include only some of the items listed in the Materials Found window select only the materials that you want included Catalog Reviewing and managing found materials 133 SCC5um1200kh 4 From the File menu choose Print Preview The Preview Bibliographies window opens Preview Bibliographies Ei Your name ei Materials e All C Highlighted locked I Print all copies I Printnotes V Use SLIP printer Je Prntto tile coe 5 In the Your name box enter your name so that the program can include it at the top of the bibliography 6 In the Print Materials group indicate whether you want to print all materials highlighted selected materials or locked materials In this case select Highlighted 7 Select the appropriate printing options 8 Click Preview A window opens displaying the bibliography You can zoom in and zoom out by clicking the buttons at the top of the window 9 To exit without printing the bibliography click Close Or To print the bibliography click Print 134 Spectrum CIRC CAT User Manual SCC5um1200kh To print a bibliography without previewing it 1 Make sure the printer is
23. e For more information see Importing material records in the Materials chapter of this manual or the Rebuild chapter in the Spectrum CIRC CAT User Manual Searching with hyperlinks You can easily find materials related to the material you re viewing in the Details window by doing a hyperlink search A material s author s subject s series title added entry title and added entry author are all underlined text that when clicked launches a new catalog search on this text Text containing over 99 characters is not underlined and cannot be searched After you click the underlined text the Materials Found window contains all of the materials found in a catalog search using the selected underlined word as the key word search term Catalog Reviewing and managing found materials 127 sCC5um1200kh How to search with a hyperlink Example scenario You have searched the catalog for materials on pioneers and found the book The Christmas Strangers by Marjorie Thayer After viewing the description of the book in the Details window you are interested in finding more books by this author Instead of returning to the Catalog window to perform the new search you decide to search without leaving the Details window For help viewing an item s details see Viewing a material s details earlier in this chapter To search using a hyperlink In the Details window click any underlined text that you want to use as a search term In thi
24. e privilege Place reserves in Catalog in Patron Type Setup the reserve feature is not available For more information about Patron Type Setup see Setting up patron types in the Setup chapter of this manual Aye You can also reserve an item by clicking the Reserve button from the Details window If your library turned on the Allow patrons to view their circulation status feature during Catalog Setup you can also view your personal library circulation data at the Reserve Material window Just click the View Circulation Status button For more information see About the Reserve Material window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Printing a bibliography You can use the materials found list to generate a printed bibliography The printout lists materials in the order in which they are sorted in the Materials Found window To list items in a particular order make sure you sort your records before printing a bibliography For more information about sorting see Sorting found materials earlier in this chapter Note When you set catalog restrictions in Catalog Setup you can limit the number of items printed in a bibliographic list You may want to use this feature to prevent patrons from using a printer for long periods of time How to preview and print a bibliography Example scenario After performing a search you want to create a bibliography containing only specific items in the Materials Found win
25. ecords Example scenario You want to view your circulation status information To view your circulation records 1 From the Catalog menu select View Circulation Status The Patron Access window opens Note You need to enter all of the requested information in the Patron Access window in order to view your personal information If the information you enter is not specific to you you will be denied access For example if Last Name is the only option required then you must enter your last name to view your information However if you have the same last name as another patron and you try to access your circulation information or place a reserve an alert informs you that more than one patron matches the information entered and that you have to ask the librarian for help 2 Enter the requested information and click OK The Patron Circulation Status window opens Patron Circulation Status x Patron s Name Justin Hauswirth Title Status Date Due Fine Amount Discovering America s past customs legends h cross the grain 15 00 he money game Out 12 12 00 liens for lunch Out 12 12 00 he great brain Out 12 12 00 Total Checked Out 3 Total on Reserve 1 Total Fines 15 00 136 Spectrum CIRC CAT User Manual SCC5um1200kh 3 When you have finished viewing your circulation status click OK to close the window aye You can also start the View Circulation Status feature from the Reserve Materials windo
26. er in this chapter 2 Click Select Image The Link Visual Search Image window opens 3 Initially the program will list the BMP files in the folder containing your Spectrum CIRC CAT system files To view BMP files in a different folder navigate to that folder 4 When you see the desired BMP file select it and click Open For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Setting up Visual Search 147 sCC5um1200kh Saving button properties When you have finished making changes to a visual search button you should save the button properties To save a button s properties 1 If you have not already done so display the Button Properties window for the button and enter the desired button properties For instructions see Accessing the Button Properties window and Setting button properties earlier in this chapter 2 Click Save For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Moving a button to a different group You can move visual search buttons from one button group to another Since groups of buttons are displayed together changing a button s group allows you to move the button to a different position in the Visual Search hierarchy How to move a button to a different group E
27. er whale in the first Search for box and dolphin in the second Search for box 3 In the row between the two search terms select the Boolean operators you want to use and or or and not In this case select or 4 Click Search The program performs the search and displays the search results in the Found Materials window For more information about using the Found Materials window see Reviewing and managing found materials later in this chapter Searching with the wildcard character You can broaden your material searches by using the wildcard character When using the wildcard character with key words you need at least three characters before the wildcard character All other types of wildcard searches title author subject and so on can be done using at least one character before the wildcard character Note Do not use the wildcard character when searching on a key word phrase Catalog Searching the catalog 103 sCC5um1200kh Broadening a search You can use the wildcard character to broaden material searches It can help you find different variations of a base word For example you can enter camp to find materials with the words camps camper campfire and so on in the material records titles subjects or notes If you enter camp with no asterisk the search finds only materials with the word camp the search doesn t even find camps Limiting a search When searching with Boolean operators and o
28. fferent searching methods Easy Search Expanded Search and Visual Search To choose a search method In the Catalog window click the tab corresponding to the method that you want to use Note If your library has not purchased Visual Search the Visual Search tab is not available Viewing the library s news Many libraries use the News feature to share information about their library or school such as details on special events like a book sale or dance changes to the library s open hours end of term due date reminders and so on Librarians simply enter the news using Catalog Setup Patrons can then view this information in the Catalog window Note The librarian can change news text at any time in Catalog Setup by adding or editing the text in the News window You can access the News window by choosing Setup gt Catalog from the Winnebago menu in Spectrum CIRC CAT clicking the Search Window tab and clicking the Set news text button For more information see Setting search window options in the Setup chapter of this manual 92 Spectrum CIRC CAT User Manual SCC5um1200kh How to view the library s news Example scenario You have just opened Catalog and want to see if the librarian has posted any new messages To view the library s news In the Catalog window click the News tab Note If the Catalog window does not have a News tab your library has not enabled the News feature 93 Catalog Catalog
29. g one of the Boolean operators and or or and not For more information see Searching with Boolean operators later in this chapter Spectrum CIRC CAT User Manual SCC5um1200kh How to browse for a search term Example scenario You want to search for materials written by a particular author but are not sure if the author s name is Louise Martin or Louise Martins You decide to browse for the correct search term To browse for a search term 1 In the Easy Search or Expanded Search tab choose the search type that corresponds to the search term you plan to enter In this case choose Authors Browse button 2 Click Browse The Browse window opens Browse Collection Librar Collection gt Browse for ALLEN THO BARR ALWYN BJORKMAN STEVE BLAKE QUENTIN CLEARY JOE DE GROAT DIANE DEGROAT DIANE EDWARDS LINDA STRAUSS EDWARDS T 4J ENGDAHL SYLVIA ENRIGHT ELIZABETH ERICSON DAVID xl e 3 In the Browse window select a collection to browse from the Collection box Catalog Searching the catalog 97 SCC5um1200kh 4 If you know the first few letters of the search term type them in the Browse for box In this case type Martin The program scrolls to the first search term that matches the letters you enter 5 Use the scroll bars to move up and down through the list of search terms When you find the desired search term select it Then click Return Item Browsing is
30. g the Button Properties window earlier in this chapter 2 Under Active select No For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 146 Spectrum CIRC CAT User Manual SCC5um1200kh Adding an image to a visual search button Adding an image to a visual search button allows patrons to choose buttons based on visual cues For best results pictures should be in a 24 bit bitmap BMP format However the program can accept pictures in an 8 bit BMP format Note Sagebrush supplies BMP files that you can use for visual search buttons These files are located in the Visual Search Images folder on the Spectrum CIRC CAT Client CD You can also use BMP files from any other source as long as these files are in the correct format see above How to add an image Example scenario You have created a visual search button that executes a search for items about Christmas To make it easier for patrons to know what the button does you have decided to add a picture image of a Christmas tree to the button You have already found the image in a 24 bit BMP format that you want to use Now you want to add this image to the button To add an image using an existing BMP file 1 If you have not already done so display the Button Properties window for the desired button For instructions see Accessing the Button Properties window earli
31. he Catalog window Spectrum Patrons Catalog Start the Patrons Catalog program The Catalog window opens When you first access the Catalog window the program displays the tab specified as the default in Catalog Setup For more information about Catalog Setup see Setting up the catalog in the Setup chapter of this manual For information about the Catalog window see About the Catalog window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 90 Spectrum CIRC CAT User Manual SCC5um1200kh Saving window positions As you use Catalog you may find that you need a number of different windows open at the same time After a while you will find that you have definite preferences regarding exactly where each window should be placed on the screen Spectrum CIRC CAT allows you to save window positions This means that you only need to position the windows once From then on when the program first opens the windows it automatically places them in the specified positions To save the positions of the Catalog Materials Found Browse and See Also windows 1 Position the windows as you want them 2 Click anywhere in the Catalog window to make it active 3 Press the Alt J keys simultaneously Searching methods You can use any of these methods to search your catalog e Easy Search This method allows you to search using a single search term You can perform key word or phrase title author and subject searc
32. hes Note A key phrase is a string of key words Key phrases must be 18 characters or less For more information about performing an Easy Search see Searching with Easy Search or Expanded Search later in this chapter e Expanded Search This method allows you to fine tune your searches by using multiple search terms For any search term you can specify a key word title author subject call number copyright date material type series title ISBN or LCCN search For more information about performing an Expanded Search see Searching with Easy Search or Expanded Search later in this chapter e Visual Search This method allows you to perform predefined searches Click a category say Birds under the Animals category and the program lists all the materials that fall into this category Since each category can be assigned a descriptive picture you can search using visual cues rather than search terms For more information about performing a Visual Search see Searching with Visual Search later in this chapter Note If your library has not purchased Visual Search this searching method is not available Note Before the above tabs are available they must be enabled in Catalog setup For more information about Catalog Setup see Setting up the catalog in the Setup chapter of this manual Catalog Catalog basics 91 SCC5um1200kh Choosing a search method Depending on how your Catalog has been set up you can use several di
33. l Edit feature refer to Managing materials and holdings in the Materials chapter of this manual Catalog Searching the catalog 119 sCC5um1200kh 120 Viewing the search log The program maintains a log of messages received by the program during the most recent search To view the search log 1 In the Other Libraries tab click View Log The Search Log window opens Search Log lorida State orida State orida State orida State lorida State orida State Florida State orida State orida State orida State orida State orida State orida State orida State orida State orida State orida State orida State Library Library Library Library Library Library Library Library Library Library Library Library Library Library Library Library Library Library information Created new TCPIP comstack Information Sent init request information Connection accepted by host information ID DRA Z3950 1992 information Name Data Research information Version 2 2 information Sent search request information Received search response information Search found 130 records and returned 0 information Sent present request far 7 records from position 1 information Received present response for 7 records Information Sent present request for 7 records from position 8 information Received present response for records information Sent present request far 7 records from position 15 inform
34. l Search 143 sCC5um1200kh Choosing actions When setting a button s properties you need to specify exactly what should happen when patrons click the visual search button Possible actions are e Load a button group e Execute a search How to load a button group Example scenario You are setting up a button in the Holidays group When patrons click this button you want the program to display the button group called Christmas To specify that the program load a button group 1 If you have not already done so display the Button Properties window for the button you are configuring For help see Accessing the Button Properties window earlier in this chapter 2 Open the Action list and choose Load a button group 3 Open the list immediately below the Action box and choose the group that you want the button to load in this case Christmas lf your group isn t in the list you need to create it To do this simply type the group name in this case Christmas in the box When you save the button properties the program creates the new group You can add buttons to the new group later For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 144 Spectrum CIRC CAT User Manual SCC5um1200kh How to link to a search Example scenario You want to set up a button so that patrons can quickly perform a key word sea
35. m a search the program displays basic information about each found material If you need more information about a particular material you can easily display its complete bibliographic and holdings information Depending on how your library has been set up you can display the detail information in several different formats itemized list MARC record or card image You can also view a material s copy information How to view a material s details Example scenario You want to know the publisher and publication date of an item in the Materials Found window To view a material s details Details 1 In the Materials Found window select the material fe Wa button 2 Click Details The Details window opens 122 Spectrum CIRC CAT User Manual SCC5um1200kh amp Details iz MARC Record Card Image e Copies Call Number 973 DIS Title Discovering America s past customs legends history amp lore of our great nation Publisher Pleasantville NY Reader s Digest Publication Date 1993 Physical Description 400 p ill some col 29 cm LCCN 93003508 ISBN 0895775204 Notes Includes index Subjects United States Historn Anecdotes United States Social life and customs Anecdotes United States Biography Anecdotes United States Historn Anecdotes United States Social life and customs Anecdotes United States Biography Anecdotes Added Entries Reader s Diaest Ass
36. mbers fields For information about search types see Search types in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to specify a search type Example scenario You are searching for materials written by a particular author You want to choose the Author search type so that the program searches only author information 94 Spectrum CIRC CAT User Manual SCC5um1200kh To specify a search type in the Easy Search tab In the Easy Search tab under Using select the desired search type In this case select Authors To specify a search type in the Expanded Search tab In the Expanded Search tab open the list beside the first Search for box and select the desired search type In this case select Author Catalog Searching the catalog 95 sCC5um1200kh Note In Expanded Search if you are entering multiple search terms you should select a search type for each search term entered For help entering a search term see Specifying a search term If you choose a Material type search you can select your search term from a list of valid material types To open this list click the arrow that appears to the right of the Search for box This arrow appears only if you have chosen a Material type search Specifying a search term A search term is a word or phrase that you enter to tell the program what to search for You can enter search terms manually or you can browse and select search terms from a list of
37. n added to your library To set up the visual search 1 Create a material type specifically for the category In this case use New Arrivals as the description For help creating a material type see Setting up material types in the Setup chapter of this manual 2 From Circulation scan the first new arrival Then from the Materials menu choose Place on Special Reserve For the new material type choose the material type you created in step 1 Repeat this step for every item that you want to appear in the search results for New Arrivals 3 In the Visual Search tab access the Button Properties window for the button you are configuring If the button doesn t already exist you will need to create it assign it to a group and provide it with a description For instructions see Setting up Visual Search earlier in this chapter 4 In the Action list select Execute a search 5 For search type select Material Type 6 For the search term choose the search type you created in step 1 In this case New Arrivals 7 Click Save Catalog Setting up Visual Search 151 sCC5um1200kh 152 Spectrum CIRC CAT User Manual scc5um1200kh
38. n obtaining additional collections contact Sagebrush s Sales Department at 1 800 533 5430 How to search a specific collection Example scenario Your library has both a Library Collection and a Resource Collection You want the current search to apply only to the Library Collection To search a specific collection 1 In the Catalog window click the Collections Available tab Catalog MLibrary Collection 2 Select the collection s you want to search You can click All to select all collections or None to select no collections In this case make sure that only the Library Collection is selected 102 Spectrum CIRC CAT User Manual SCC5um1200kh Searching with Boolean operators Whenever you specify a search using more than one search term you must use Boolean operators and and not or or to tell the program how to relate the search terms For information about Boolean operators see Boolean operators in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to search with Boolean operators Example scenario You want to find materials that deal with whales or dolphins In other words you want to find materials that are about whales materials that are about dolphins and materials that are about both whales and dolphins To search with Boolean operators 1 If you have not already done so display the Expanded Search tab 2 Enter your search term s in the Search for box es In this case ent
39. nterest grade level How audience levels work When you limit a search by audience level the program finds only materials of certain reading grade interest age and or interest grade levels If you limit your search by reading interest level materials not meeting your level of criteria are not found in a search For more information about audience levels see About the Set Reading Interest Levels window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Searching the catalog 107 sCC5um1200kh 108 What items are included excluded For a material to be excluded by this feature its record must contain tag 521 target audience note with the appropriate data Also the program tries to find as many materials as possible so if a material can be included in any way it is A material is excluded only if it is explicitly specified If a record contains no 521 data it s automatically included in all searches Accordingly to be excluded from a search a material record must have at least one 521 tag and all of the subfield data must be out of the range specified A catalog search includes every material that e has no 521 tags e has one or more 521 tags but doesn t have all three levels specified e has data for each of the levels in 521 tags and at least one of those values fall within the range specified for inclusion How to limit a search by audience level Example scenario You want to limit y
40. ociation Copies 1 Available 1 Beles 3 Click the tab that corresponds to the format you want to view 4 Scroll through the information in this window until you find the publisher and publication date information Remember you can view detail information in several different formats Depending on how your library has set up the Catalog some of these formats may not be available Catalog Reviewing and managing found materials sCC5um1200kh 123 124 To view an itemized list In the Details window click the Itemized List tab Details Call Number 973 DIS itle Discovering America s past customs legends history amp lore of our great nation Publisher Pleasantville NY Reader s Digest Publication D 993 Physical Description 400 p ill some col 29 cm LCCN 93003508 ISBN 0895775204 Notes Includes index Subjects United States Historny Anecdotes United States Social life and customs Anecdotes United States Biography Anecdotes United States Histor Anecdotes United States Social life and customs Anecdotes United States Biography Anecdotes Added Entries Reader s Diaest Association To view the material s MARC record In the Details window click the MARC Record tab Details LDROO980nam 2200265 a 4500 001 CCE95400543 003 Catalog Card Company 005 20001113134417 0 008 00111351993 nyua 001 Odeng d 010 _a 93003508 a 0895
41. ormation about the Details window see About the Details window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual You can also view copy information For instructions see Viewing a material s copy information Viewing a material s copy information Unlike bibliographic information copy information applies only to a specific copy of a material Examples of copy information include material type and status You can display copy information for any item in the Materials Found window How to view a material s copy information Example scenario You have performed a search and found one item that is of particular interest Now you want to view the material s copy information Catalog Reviewing and managing found materials 125 sCC5um1200kh To view copy information 1 In the Materials Found window select the material that you want to learn more about 2 Click Details The Details window opens 3 Click the Copies tab The Copies tab opens Notice the box at the bottom of the tab This is where the program lists all the copies for the selected material bran 900 999 8 Library 300 399 Staff Library 300 399 Staff Library 4 To view information for a specific copy select it in the box at the bottom of the tab The program displays detailed information for the copy selected at the top of the tab Note If a material type is not searchable holdings with this material type are not be included in the Co
42. our own collection For more on the Cross Reference Words Database contact Sagebrush s Sales Department at 1 800 533 5430 Activate See Also searching Choose Setup gt Catalog from the Winnebago menu In the Catalog Setup window click the Search Window tab and then select Cross Reference for the catalog s Easy Search and or Expanded Search tabs Spectrum CIRC CAT User Manual SCC5um1200kh How to use See Also Example scenario You have just performed a search but the program did not find any materials Now you want to find some related search terms and see if they yield any useful results To find related terms 1 In the Catalog window enter the word for which you want to find related terms optional In this case enter your unsuccessful search term If you re at the Expanded Search tab and there is more than one search term in the window click the search term you want to see related words for See Also 2 Click See Also The See Also window opens and displays the dd button word you entered if any in the top box See Also GRAIN GRANULATION TISSUE GRAIN 3 Browse the Topics and Related Topics boxes to find an item Catalog Searching the catalog 99 sCC5um1200kh Search button To search on a related term from the See Also window 1 Select a word or phrase in the See Also window 2 Click Return The selected word is now in the Catalog window s Search for box To view related to
43. our search so that the materials found meet all of the following criteria e Reading grade level from 1 to 3 e Interest age level from 6 to 9 e Interest grade level from 1 to 3 Spectrum CIRC CAT User Manual SCC5um1200kh To limit a search by audience level 1 From the Catalog menu choose Reading Interest Levels The Set Reading Interest Levels window opens Set Reading Interest Levels x 9K cme __UseDstoute 2 Enter the reading grade range In this case type 1 in the from box type 3 in the to box Then select the Limit search option 3 Enter the interest age range In this case type 6 in the from box type 9 in the to box Then select the Limit search option 4 Enter the interest grade range In this case type 1 in the from box type 3 in the to box Then select the Limit search option 5 Click OK Note After you enter the grade or age levels in the from and to boxes you need to select the Limit search option to actually limit the search to the grades and or ages indicated You can also select Display level to display the age and or grade level in the Itemized list and Card image tabs of the Details window after you find a material that fits the audience levels you set ye You can also use the default audience limits For instructions see How to use the default audience level For more information about the Set Reading Interest Levels window see About the Set Reading Interest Levels windo
44. pics for an item in the Related Topics list select the item and click the Related Topics button For information about the See Also window see About the See Also window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to start an easy or expanded search Once you ve specified the search term s and search type you can start the search To start the search In the Easy Search or Expanded Search tab click Search The program performs the search and displays the search results in the Found Materials window For more information about using the Found Materials window see Reviewing and managing found materials later in this chapter Unsuccessful search If no materials are found a window informs you the program didn t find any materials that met your requirements You can return to the Catalog window by three methods e Click Browse to move to the Browse window at which you can try to find what you re looking for Or e Click See Also to see if your entry has similar words you can search on Or e Click Cancel to return to the Catalog window and begin a new search 100 Spectrum CIRC CAT User Manual SCC5um1200kh Clearing the Catalog window If you want to re specify your search you can remove all information from the Catalog window and clear the current search settings such as collections you ve chosen to search the type of search you ve selected and so on To clear the catalog
45. pies tab For more information see About the copies tab in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 126 Spectrum CIRC CAT User Manual SCC5um1200kh HyperSrch Ea button Searching with the HyperSrch button The HyperSrch button allows you to perform a new key word search using any word or group of words in the Details window as the search term This is useful if you see a potential new search term within the record you are viewing How to search with the HyperSrch button Example scenario You have performed a search and are now viewing an item s details You notice that the summary information contains a word that would make a good search term Instead of returning to the Catalog window to perform the new search you decide to search without leaving the Details window For help viewing an item s details see Viewing a material s details earlier in this chapter To search with the HyperSrch button 1 In the Details window select the word or words that you want to use as a search term To select text hold down the mouse button and slide the cursor across the text you want to search on After selecting the text release the mouse button 2 Click HyperSrch The HyperSrch button is unavailable until you select text Note For the HyperSrch function to work your library must have built key words for material records This can be done when the records are imported or later using the Rebuild featur
46. r and and not you can use the wildcard character to eliminate certain topics from the search For example in the Catalog window s Expanded tab you can enter computer in the first box and program in the second box Select Key Word as the search type for both and then choose and not for the Boolean operator between them You find materials with computer in the titles subjects and notes but the search doesn t bring up materials that also have program programs programming and so on as key words How to search with the wildcard character Example scenario You want to specify a search to locate materials about camping However you do not want the search to be too narrow so you decide to have the program search for materials related to camp camping camps campfire and so on To search with the wildcard character 1 In the Easy Search or Expanded Search tab enter at least one character in the Search for box if you re searching by title author subject or call number enter at least three characters in the box if you re searching by key word In this case enter camp 2 Click Search 104 Spectrum CIRC CAT User Manual SCC5um1200kh Limiting catalog searches Limiting a catalog search refines your search so that only the materials that meet your specifications are found By limiting your catalog search you eliminate those materials that don t meet your search criteria You can narrow a search by excluding one
47. r libraries you can use the Bib 1 Use attributes defined by the Z39 50 standard to limit search terms These Use attributes have a similar function to the search types used in Expanded Search Like Expanded Search s search types Use attributes limit search terms to a particular field or fields in the MARC record In addition to Use attributes the Z39 50 standard also includes other search attributes that specify how the search term should be used or interpreted You can use these attributes when defining a search For more information about these attributes see Other Z39 50 search attributes in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to specify search terms and search limits from the Other Libraries tab Example scenario You want to search an outside library for materials that are about canoes or kayaks You also want to limit these search terms so that they apply only to subject information To specify search terms and search limits 1 In the Other Libraries tab enter your search terms in the appropriate Search for boxes In this case enter canoe in the first box and kayak in the second box 2 If you are searching on multiple search terms indicate how the search terms should be related by selecting the appropriate Boolean operator In this case select or 3 To limit a search term to a specific type of information open the list to the far left of the search term and choose the appropriate limit In this
48. rch on the term Christmas To link to a search 1 If you have not already done so display the Button Properties window for the button you are configuring For help see Accessing the Button Properties window earlier in this chapter 2 Open the Action list and choose Execute a search Notice that the bottom part of the Button Properties window now looks very similar to the Expanded Search tab 3 Specify the search just as you would an expanded search In this case select a search type of Key Words and enter the search term Christmas For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Specifying a button s position You can determine the order in which visual search buttons appear in the window You do this by specifying an order or position for each button Whenever the program displays a button group it arranges the buttons sequentially based on the order you specify How to specify a button s position Example scenario You are setting the button properties for a visual search button You want to position the button so that it is the third button in its button group To specify a button s position 1 If you have not already done so display the Button Properties window for the button you are configuring For instructions see Accessing the Button Properties window earlier in this chapter 2 In the Order box
49. s case click the author s name Thayer Marjorie amp Details BEE Memized List MARC Record Card Image Click here to Call Number search for Title The Christmas strangers dd I Author Thayer Marjori iti i Publisher Chicago Childrens Press a itiona items Publication Date 1976 by this author Physical Description 45 p col ill 22 cm LCCN 75038575 ISBN 0516087193 Notes A Golden Gate junior book Summary During a snowstorm on Christmas eve three strangers arrive at the Clinton family s log cabin in the Michigan territory Subjects Christmas Fiction Frontier and pioneer life Fiction Added Entries Freeman Don 128 Spectrum CIRC CAT User Manual scc5um1200kh Viewing multimedia collections If your library has subscribed to one or more of Sagebrush s resource collection databases you can use the catalog to search for items other than the materials in your local collection A single search finds abstracts and articles from the various resource collection databases as well as materials in your library When you select one or more of the abstract or article records in the Materials Found window the Details window contains the Resource Collection tab displaying the selected record Note This functionality is available only if you have subscribed to one or more of Sagebrush s resource collection databases Viewing WebConnect information Some material records refer
50. s properties you need to access the Button Properties window The way you do this depends on whether you are creating a new button or reconfiguring an existing button To access the Button Properties window for a new button The program automatically displays the Button Properties window whenever you create a new button Button Properties Ea Group name visual Search Home z Save Description l Cancel Order fi 0 Active Yes C No Action Execute a search x key Words x and Co andnot key Words x and Co andnot key Words x To access the Button Properties window for an existing button 1 In the Visual Search tab display the group containing the desired visual search button To do this click the same visual search buttons that you would to access the group if you were searching from Visual Search 2 Click the arrow immediately to the right of the desired visual search button The Button Properties window opens Note If the arrow is not present the Change Button Properties feature has not been enabled For help enabling this feature see Enabling and disabling the Change Button Properties feature earlier in this chapter For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 142 Spectrum CIRC CAT User Manual SCC5um1200kh Adding descriptions When you create a vis
51. the Set Reading Interest Levels window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 110 Spectrum CIRC CAT User Manual SCC5um1200kh Searching with Visual Search If your library has purchased Visual Search you can define specific searches and link them to visual search buttons Once you have done this patrons can perform the defined searches simply by clicking the linked visual search button Patrons don t need to worry about search terms Boolean operators or anything else As long as they know how to click a button they can search with Visual Search And since you can add a descriptive picture to each visual search button patrons can search simply by choosing a picture Note Visual Search is sold separately from Spectrum CIRC CAT For information on obtaining Visual Search contact Sagebrush s Sales Department at 1 800 533 5430 To access Visual Search From the Catalog window click the Visual Search tab Catalog Visual Search Home Bn El Ga ES S Our Library Animals Holidays People Science D Bl a Sports Stories Places Dewey Subjects 5 a ea a F1 Help Add Button Previous Page Next Page Up One level Note For best performance when using Visual Search the computer s video display should be set to at least 65 535 16 bit colors Also Visual Search is not available to customers using the Spectrum CIRC CAT single user program For more information about Vis
52. tladies html T Locked Copies 4 Available 1 2 From the Web Pages or Sites list select the address for the site that you want to visit 3 Click WebConnect Example scenario You have performed a search and are now viewing an item s details You notice that the Details window contains a WebConnect tab You know this means that the record refers to at least one web site Now you want to browse one of these sites For help viewing an item s details see Viewing a material s details earlier in this chapter For more information see About the WebConnect tab in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 130 Spectrum CIRC CAT User Manual scc5um1200kh A Lock button Unlock Sy button Locking and unlocking materials You can compile a list of items found in more than one catalog search To have the Materials Found window list items from a previous search you lock selected items which keeps the selected materials in your list while you conduct another search When you lock a material it remains in the Materials Found window until you unlock it even if you do another search You may want to use the locking feature if you find some materials you re interested in but you want to do another search This way you can eventually weed through all materials you find locking the ones that seem useful and eliminating the ones that you don t want to keep simply by doing another search Yo
53. to web sites that contain related information If the material has a link to a web site in its record the WebConnect icon appears in the tabs of the Details window If a material doesn t have a link this icon doesn t appear and the WebConnect tab is unavailable You can click the WebConnect tab of the Details window to view a list of referenced web addresses Clicking a web address opens your default Internet browser and takes you to the selected web site Note For the WebConnect feature to function correctly a material record must store the web address URL in the 856_u tag Some vendors include URLs in their MARC 21 records In addition the computer must have an Internet connection and a web browser Also since you can make the WebConnect feature unavailable when you set up the catalog WebConnect may not be available in all libraries Catalog Reviewing and managing found materials 129 SCC5um1200kh g8 WebConnect button How to connect to web sites from the catalog To connect to web sites from the catalog 1 In the Details window click the WebConnect tab This tab is unavailable if the material doesn t have a web address in its record or if the WebConnect option was disabled when you set up your catalog Details BEE Itemized List MARC Record Cardimage Copies WebConnect D Web F or Sites F lehouse WHiglimplsesfirstladies htmi aa2 htm http A PTET govWH glimplseffirstiadies htmlfirs
54. type 3 Catalog Setting up Visual Search 145 sCC5um1200kh For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Activating and deactivating visual search buttons You must activate a visual search button to ensure that patrons can access it from Visual Search Note When the Change Button Properties feature is enabled even inactive buttons appear in the Visual Search tab If you do not want the program to display inactive buttons disable the Change Button Properties feature For more information about disabling and enabling this feature see Enabling and disabling the Change Button Properties feature earlier in this chapter How to activate or deactivate a button Example scenario You have created a visual search button that enables patrons to search for items about Christmas Since this search button is used only seasonally you activate it for the Christmas season and deactivate it for the rest of the year To activate a button 1 If you have not already done so display the Button Properties window for the button you want to activate For instructions see Accessing the Button Properties window earlier in this chapter 2 Under Active select Yes To deactivate a button 1 If you have not already done so display the Button Properties window for the button you want to deactivate For instructions see Accessin
55. u can lock materials from two windows in the catalog the Materials Found window and the Details window If you select more than one material in the Materials Found window and click the Lock button all of the materials you selected are locked even if already locked How to lock and unlock a material Example scenario You searched the catalog for materials on pioneers and found numerous materials including The Christmas Strangers by Marjorie Thayer You decide that although you want to continue searching you want this particular material to remain in the Materials Found window To lock a material 1 In the Materials Found window select the material s you want to lock In this case select The Christmas Strangers 2 Click Lock A padlock icon appears to the left of the material s call number If you later decide that you don t want this material remaining in the Materials Found window you can unlock it To unlock a material 1 In the Materials Found window select the material s you no longer want locked 2 Click Unlock You can also lock an item from the Details window by selecting the Locked check box To unlock the item simply uncheck the Locked check box For more information see About the Materials Found window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Reviewing and managing found materials 131 sCC5um1200kh Reserve button Reserving materials from the catalog You c
56. ual Search see How Visual Search works Catalog Searching the catalog 111 sCC5um1200kh How Visual Search works Visual Search uses a hierarchical structure of button groups The first level is the Visual Search Home button group This is the group of buttons that you see when you first access Visual Search In most libraries the Visual Search Home group is a general directory that points patrons to specific areas of interest Patrons start by clicking the visual search button that represents their area of interest Depending on how the library has configured Visual Search the program responds either by conducting a search or by displaying another group of buttons that allow patrons to further narrow their search First Level re ra ESTES te e me 2ale Home button we E group shows M e an ki general categories HG i Patrons choose the omer cate of category interest ea Ae EP oee i x Intermediate Levels r r Successive button groups show increasingly more specific categories Patrons continue narrowing the search by choosing the category of interest Final Level The program shows relevent searches Patrons choose the search they want lt jas Aot Ewepeentsiny Amon Hoy Calltiumter Tite ros EAF Results The program displays the search results 112 Spectrum CIRC CAT User Manual SCC5um120
57. ual search button you should provide a description or label so that patrons have some idea what the button does You enter descriptions in the Button Properties window Note A description can be any word or phrase that does not exceed 22 characters including spaces Also if your description is 22 characters long and contains an ampersand character amp you will notice that the program does not display the description as you would expect This is because the program removes a single character from the end of the description for each ampersand in the description For example the description The Rich amp Famous Amer is displayed as The Rich amp Famous Ame Similarly the description The Sixth Sense amp amp Mov is displayed as The Sixth Sense amp amp M How to add a description Example scenario You are setting up a button in the Holidays group that is linked to a search for materials about Christmas You want to add the description Christmas so that patrons know what the button does To add a description 1 If you have not already done so display the Button Properties window for the button you are configuring For help see Accessing the Button Properties window earlier in this chapter 2 In the Description box type Christmas For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Setting up Visua
58. und window see About the Materials Found window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Sorting found materials You can arrange the list of found materials by any field shown at the top of the Materials Found window This includes call number title author and depending on how your library has set up Catalog may also include copyright material type and location To sort on a particular type of information click its heading button When sorting such articles as a and the are ignored Note When setting up your catalog you can choose to show or hide copyright date material type and location fields Winnebago gt Setup gt Catalog gt Found Window tab For more information see Setting up the catalog in the Setup chapter of this manual You cannot sort on a hidden field For information about how the program sorts diacritics see About diacritics in the Diacritics appendix of the Spectrum CIRC CAT Reference Manual Catalog Reviewing and managing found materials 121 SCC5um1200kh How to sort found materials Example scenario You have just performed a search and are now viewing the list of found materials You want to sort items so that they are arranged alphabetically by author To sort found materials In the Materials Found window click the heading button for the field on which you want to sort In this case click the Author heading button Viewing a material s details After you perfor
59. valid search terms When browsing you choose the type of search term to view based on search type key words title author subject series title call number ISBN and LCCN Browsing helps if you don t know a word s spelling or if you want to see other words that would serve as good search items Browsing is not available for Material Type or Copyright Date searches Note In order to browse for key words in the Catalog window your library must first have built key words for your material records This can be done when the records are imported or later using the Rebuild feature For more information see Importing material records in the Materials chapter of this manual or the Rebuild chapter in the Spectrum CIRC CAT User Manual Note If you choose a Key Words search type your search term must be at least three characters long If you search on a key phrase a string of key words the key phrase must be 18 characters or less How to manually enter a search term Example scenario You want to search for materials written by Louise Martin To enter a search term manually In the Easy Search or Expanded Search tab type your search term in the Search for box In this case type Martin Louise Note If you are using Expanded Search you can enter multiple key words Enter each key word in a separate Search for box Also when using multiple search terms you must indicate how you want the search terms related You do this by choosin
60. w in the Spectrum CIRC CAT Reference Manual Catalog Searching the catalog 109 sCC5um1200kh Specifying the default audience level The audience level defaults are the audience level limits that the program always uses unless you specify differently You can set the default reading interest levels in the Set Reading Interest Level window How to specify the default audience level Example scenario You want to set your default audience level limits and ensure that these same limits can easily be used for subsequent searches To specify the default audience level 1 From the Catalog menu choose Reading Interest Levels The Set Reading Interest Levels window opens 2 Set your reading interest levels For each remember to select the Limit Search option 3 Select Save as Defaults 4 Click OK For more information about the Set Reading Interest Levels window see About the Set Reading Interest Levels window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual How to use the default audience level Example scenario For your last search you set the audience limits so that they were different from the default values Now you want to revert to the default values To use the audience level defaults 1 From the Catalog menu choose Reading Interest Levels The Set Reading Interest Levels window opens 2 Select Use Defaults 3 Click OK For more information about the Set Reading Interest Levels window see About
61. w by clicking the View Circulation Status button For more information about the Patron Circulation Status window see About the Patron Circulation Status window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Entering your patron access information This feature may be unavailable depending on how the catalog is setup Before you view the status of library materials you currently have checked out or place materials on reserve you have to enter the requested information at the Patron Access window to verify your identity Note You need to enter all of the requested information at the Patron Access window in order to view your personal information or place an item on reserve The library determines which information is required at the Patron Access window For example if Last Name is the only option required then you must enter your last name to view your information However if you have the same last name as another patron and you try to access your circulation information or place a reserve an alert informs you that more than one patron matches the information entered and that you have to ask the library staff to reserve materials for you You get from one to five chances to enter the correct information depending on how your library is set up For more information on how to access your circulation status information see Viewing patron circulation status earlier in this chapter For more information on how
62. window earlier in this chapter 2 Click Delete The program displays a message asking if you really do want to delete the button 3 Click Yes Note When deleting a button group you should start by deleting the buttons at the lowest level in the button group s hierarchy Then delete buttons and subgroups at the next lowest level Continue in this manner until all buttons in the group are deleted If you don t follow this procedure the button group name will still appear in the Group Name list even though there is no visual search button associated with the group This is because the program will not delete a button group if it is still linked to one or more buttons For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual Catalog Setting up Visual Search 149 sCC5um1200kh Creating a new button group You can create a new button group at any time How to create a button group Example scenario Your library plans to create a number of visual search buttons to help patrons find items related to different aspects of Christmas You have decided to create a new group called Christmas for these buttons To create a new group 1 Display the Button Properties window for the visual search button that you want to use to load the new button group For instructions see Accessing the Button Properties window earlier in
63. window and settings In the Easy Search or Expanded Search tab click Clear When you click the Clear button the program does all of the following simultaneously e Resets the collection setting in the Collections Available tab so that all collections are selected e Resets the type of search to Key Words e Resets material type limits e Resets reading limits e Closes all catalog related windows except for the Catalog window itself e Clears any word s from the Search for box of the Catalog window e Clears any key word s from the See Also window Using search strategies While using the catalog to search for materials you can employ several strategies to help you find materials that meet your specific needs You can narrow or broaden a search by e Searching specific collections e Searching with Boolean operators e Searching with the wildcard character e Limiting catalog searches Catalog Searching the catalog 101 sCC5um1200kh Searching specific collections Before starting a catalog search you should choose which material collection s you want to search For example your library has a Library Collection which contains its main collection of materials but it may also have Resource collections that contain abstracts and articles that you can access in a search Note If you do not have additional collections only the local library collection appears in the Collections Available tab For more information o
64. xample scenario Your library has a visual search button that executes a search for items about Christmas When this button was created it was added to the Visual Search Home group Now you have decided that this button should be part of the Holidays group To move a button to a different group 1 Display the Button Properties window for the button For instructions see Accessing the Button Properties window earlier in this chapter 2 Open the Group name list and select the desired button group In this case select Holidays 3 Click Save For more information about the Button Properties window see About the Button Properties window in the Catalog chapter of the Spectrum CIRC CAT Reference Manual 148 Spectrum CIRC CAT User Manual SCC5um1200kh Deleting visual search buttons If a visual search button is no longer needed you can permanently remove it How to delete a visual search button Example scenario For the past several years the schools in your district have studied local environmental issues To help them search for materials you created a visual search button that executed a relevant search Now the schools have redesigned the curriculum so that this topic is no longer studied Since the visual search button is no longer needed you have decided to permanently delete it To delete a visual search button 1 Display the Button Properties window for the button For instructions see Accessing the Button Properties
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