User Guide - Libraries and Literacy Service Centre
Contents
1. e Your password will display on the screen as a series of asterisks In some cases libraries may assign the default password USERPASS or STAFFPASS when creating an account for a new user library patron or staff member When you log into AGent for the first time using the default password USERPASS or STAFFPASS you are prompted to provide a permanent password to complete the login process see Entering Your Permanent Password on page 1 5 for details On systems configured with the optional multiple language display feature the Select your Language menu is used only for guest logins to AGent You can use the My Preferences function to set the desired default display language for your account see the AGent User Guide for details 4 Click the Go button to submit your Login request e If your library provides access to third party databases that require cookies for authentication and your browser s Privacy Security settings are not sufficient to accept cookies from third party databases an advisory Cookie Settings message displays o If you wish to ensure access to third party databases that require cookies for authentication adjust your browser s Privacy Security settings as needed see the AGent User Guide for details then click the Continue link to complete your login gt AGent Windows Internet Explorer Eile Edit View Favorites Tools Help we de fp gt El hr y Ba2. AGent CAT Administration Version 3 3 User Guide auto graphics inc a g canada ltd Copyright 2009 by Auto Graphics Inc All Rights reserved 3201 Temple Avenue Pomona CA 91768 This documentation may not in whole or in part be copied reproduced translated or reduced to any electronic or machine readable form without the prior written consent from Auto Graphics Inc The software described in this document is furnished under license agreement by Auto Graphics Inc The information contained in this document is subject to change without notice Although every effort is made to update documentation in a timely manner Auto Graphics Inc does not assume responsibility for the accuracy of the information presented Companies names and or data used in screens and sample output are fictitious unless otherwise noted All trademarks are the property of their respective owners EFFECTIVE DATE FOR THIS DOCUMENT Version 3 3 23 MARCH 2009 REVISION HISTORY Version 3 2 20 OCTOBER 2008 Version 3 1 Rev A 10 JUNE 2008 Version 3 1 31 MARCH 2008 Version 3 0 Rev A 02 JANUARY 2008 Version 3 0 03 AUGUST 2007 Version 2 6 21 NOVEMBER 2006 Version 2 4 20 DECEMBER 2005 Version 2 3 25 MAY 2005 Version 2 2 03 DECEMBER 2004 Version 2 1 11 MAY 2004 Version 2 0 08 DECEMBER 2003 Version 1 8 26 MAY 2003 Version 1 6 26 NOVEMBER 2002 Initial Issue 26 SEPTEMBER 2001 Gent CAT Administration User Guide TABLE OF CONTENTS TABLE OF CONTENTS
3. AG DB o The Download Cart displays in an gt additional browser window Records of TT TT Ea meme Ro gt y shown in the Download Cart are listed in the order in which they were added to the Typical Download Cart cart When the Download Cart is opened AGent must process the currently selected records in preparation for downloading The message Please Wait while cart is downloading displays at the top of the screen while the records are being processed The Download button is not available until all selected records have been processed for download o do a 2101x type of records you wish to view either http demov2 agent auto graphics com agent DisplayRecord aspx f 1 amp cartID 633 amp cuid de Y All Records BIB Record s or Leader mama Authority Record s 001 ocm37499955 003 OCoLC e The default selection is All Records 0057 199209011128280 008 97081431998 nyu 000 1 eng 3 If desired click a title link for a record in aia the Download Cart to view the MARC display for the associated record e The MARC display for the selected bibliographic record opens in an additional browser window To remove a single record from the cart ir Click the ff icon to the left of the record you wish to remove from the list 020 a 0060176555 035 a ocm 37499955 040 a DLC c DLC 050 00 a PS3553 A655 b H66 1998 082 00 a 8137 54 2 21 092 aFb CARD OR 100 1 a Card Orson Scott 24
4. indicates the O ee associated record is selected near coran ok ihe 1980s ete and wih an Jarin att T LA Annual editions management 03 04 editor Fred H Maidment 2003 McGraw Hil Dushkin Locations 3 O An empty ch eckbox E indicates the O Ga Applied combinatorics Fred S Roberts Roberts Fred S c1984 Prentice Hall Locations 9 associated record is not selected e Clicking a checkbox repeatedly will Typical Title List toggle 1t on and off 3 Click the Add to Cart button in the Toolbar or the button for Icon Toolbars to add the selected records to your Download Cart e The screen refreshes with a icon shown following the title of each record added to the Download Cart When adding records to your Download Cart from a Title List you must add the records on a page by page basis If you select records from a given page of a Title List then view another page of the Title List or perform a new search before adding the current selections to your Download Cart the current selections will not be retained 4 Repeat steps 2 and 3 to add additional records from other pages of the current Title List to the Download Cart 5 Perform additional searches as desired to add additional records to the Download Cart To add a record from a Full Record Display 1 Access the Full Record Display for the record you wish to download Refer to the AGent User Guide for details 2 Select Add to Car
5. Allows you to specify the parameters for connection to the desired authority database see the AGent Authority Translate User Guide for more information e About AGent Displays the About AGent screen e AGent News Displays the AGent News page 4 Click the Return to Searching button to return to the AGent Search interface Introduction 3 CAT Administration User Guide ent Organization of the User Guide This User Guide is designed to provide an overview of the features and functions of AGent CAT Administration and includes the detailed procedures to maintain locations for your library within the union catalog The User Guide 1s divided into three chapters as follows Chapter 1 Getting Started This chapter explains how to prepare to use CAT Administration The chapter includes hardware software requirements system availability and system Login and Logoff Chapter 2 Managing Locations This chapter provides the procedures to add modify and delete locations for your library Chapter 3 Downloading Records This chapter provides the procedures to download records from the union database to your computer for local use Optional Features AGent is modular in design and offers libraries a high degree of flexibility in configuring the system to suit the specific needs of their patrons and staff members The basic AGent search module can be enhanced by adding staff level functionality to support User Admini
6. features and functions that can be accessed via the Toolbar Depending on your login mode and specific staff privileges and the type of screen you are currently viewing some buttons may not be available Button Text en Title List EI Returns to the previous Title List Blank Request HA Displays the Blank ILL Request Form This function is available with ILL Administration only Request This Item Ey Displays the ILL Request Form for the currently active Full Record Display This function is available with ILL Administration only This function is not currently implemented Al Matches validates applicable headings in a currently displayed bibliographic record against headings in an authority record according to your Authority Control hierarchy This function is available with Agent Authority Control only Introduction 1 CAT Administration User Guide Bent on e Tien Add to Cart Y When used from a Title List adds the selected records to your shopping cart Download Cart for subsequent download to a local workstation When used from a Full Record Display adds the currently displayed record to your shopping cart Download Cart for subsequent download to a local workstation see Adding Records to the Download Cart on page 3 2 for details This function is available with CAT Administration only View Cart Displays the contents of your shopping cart Download Cart see Managing the Download Ca
7. for your library or if you wish to login to a different library you can use the library code Lookup feature to locate the desired library code To use Library Code Lookup 1 Click the Lookup button on the Login screen e The Library Code Lookup screen displays in an additional browser window This list shows the Library Code and Library Name for all libraries in your consortium or collective e Click the Sort by Library Code button to sort the list alphabetically by Library Code e Click the Sort by Library Name button to sort the list alphabetically by library name 2 Click the Library Code for the library to which you wish to login Manchester Library and Information Service Liverpool Libraries amp Information Services Lancashire County Library Cheshire Libraries Culture Cumbria County Library Blackburn Bolton Public Libraries Sefton Bury hetro Libraries Oldham MBC Rochdale Library Service St Helens Salford Warrington Library amp Information Services Library Code Lookup Screen Getting Started Gent CAT Administration User Guide e The Library Code Lookup screen closes and the selected library code is entered in the Library text box on the Login screen automatically Entering Your Permanent Password When you log into AGent for the first time Alan Winds memet Enia using the default password USERPASS or Cla STAFFPASS the Permanent Password screen displays You must pr
8. fred in All Headings I Select All Clear All Y x tel ca a Sort Results By Alphabetically by Title A a 2095 by Jon Scieszka illustrated by Lane Smith Scieszka Jon c1997 associated record LS selected Your Library The Auto Graphics Inc gt Puffin Books 36480431 Locations 26 My Library Library gt Qualifiers e Anempty checkbox indicates the associated record is not selected o Reg Crystallography Oxford University Press 26264763 Locations 3 My Library e Clicking a checkbox repeatedly will toggle it on and off st ii 19125211 Locations 5 My Library 3 Click the Add to Cart button in the brief browse list Toolbar or the 4 button er for Icon Toolbars to add the selected TDCI ete Riso gt 7 records to your Download Cart IP Authenticated Login Screen A separate Toolbar is provided for each brief browse list shown on the CBB display e The screen refreshes with a icon shown following the title of each record added to the Download Cart When adding records to your Download Cart from the CBB display you must add the records on a page by page basis for each brief browse list If you select records from a given page of a brief browse list then view another page of the list or perform a new search before adding the current selections to your Download Cart the current selections will not be retained 4 Repeat steps 2 and 3 to add additional records from other page
9. the AGCat client to allow for creation of a new bibliographic record see the AGent AGCat Client User Guide for more information The CAT Administration Menu The CAT Administration menu provides AGent Menu Windows Internet Explorer access to features and functions related to A DR o DI de de gt El page Op Tools DI administration of cataloging activities for your library Download AGCat Utility Create New CAT Record To access the CAT Administration menu 1 Click the Staff Menu button on any screen in the AGent Search interface e The Staff Menu screen displays EE COC es 2 Click the CAT Admin button to display CAT GV ISNA UC Aneel the CAT Administration menu If CAT Administration is your default login mode the CAT Administration Welcome screen displays automatically when you select Staff Menu from the AGent Search interface refer to the AGent User Guide for information on configuring your default login mode 3 The CAT Administration menu provides access to the following options e Download AGCat Utility Downloads the optional AGCat Client for use on your local workstation see About AGCat on page 4 for details e Create New CAT Record Displays the Create New Cataloging record screen from which you can launch the AGCat client to allow for creation of a new bibliographic record see the AGent AGCat Client User Guide for more information e Authority Database Connection
10. 5 10 a Homebody b a novel c Orson Scott Card 250 a 1sted 260 a New York b HarperCollins c c1998 300 a viii 291 p c 25 cm 650 0 a Dwellings x Conservation and restoration x Fiction 651 0 a Greensboro N C x Fiction 655 7 a Horror tales 2 gsafd Ej o The Download Cart refreshes with so e rl co ee E the selected record removed from the list Typical MARC Display Downloading Records Gent CAT Administration User Guide To remove multiple records from the cart Do not empty the Download Cart until the records in the cart have been downloaded Once the records are deleted you must reselect the records 1f you wish to restore them to the cart 1 Use the drop down menu to select the type of records you wish to delete either All Records BIB Record s or Authority Record s e The default selection is All Records 2 Click the Empty List button on the Download Cart to remove all records of the selected type from the cart e A confirmation dialog displays the message Are you sure you want to delete all items in the list 3 Click the OK button to continue with the deletion Click the Cancel button to cancel the deletion and retain the current records in the Download Cart e The confirmation dialog closes and the Download Cart refreshes and displays the message No record type records in the Download List Downloading the Records File Records contained in the records file are seque
11. AA AAPP o A I INEFRODUCION_ alia 1 Ohio teo elena ieri re 1 Ir WED I ar AP een E A E AE AA E E E E E EA l A o e A l Ehe Palo II RR ee ee ee ee 2 The CAT Administration Me bisiririk re ness 3 Organization of the User Guide iii 4 ETO MAF CAM NI TI I IT ATI E II TOTI ONTO 4 ADO AA einer ee I RIT Ti 4 CHAPTER GETTING STARTED can eb nee 1 1 Hardware Soliware Requirements atan 1 1 O AAA 1 1 CU RR A 1 1 Conticurmo Your Browser for AGENT nee ere 1 1 Configuring Y out Popup Blocket ae ae 1 1 E A 1 1 Usine Libra Code E00 iii 1 4 Entering Your Permanent Password nenne ice ernennen 1 5 Lecce In trom the Splish Pre ee nenne ee 1 5 A Pq o A ee 1 6 CHAPTER 2 MANAGING LOCATIONS ensure nn nn 2 1 Managing Locations for Multiple Libraries iii 2 1 Adding a Location ii 2 2 Modo LOCAS ee ee een 2 3 Pekine Lies ee see area ee 2 4 CHAPTER 3 DOWNLOADING RECORDS isses esse I Do Baer een essen 3 1 Setting Download Cart Options anne aeehe een bene 3 1 Downloading Single Records nenn RIT 3 1 Downloading Multiple Reeots nannten nee 3 2 Adding Records to the Download Cart 3 2 Managing the Download Catas 3 4 Downloading the Records File 3 5 Table of Contents i CAT Administration User Guide THIS PAGE INTENTIONALLY LEFT BLANK Bent Table of Contents Gent CAT Administration User Guide INTRODUCTI
12. ADD amp myses 73836 amp cr 4881932 amp k 1049373 amp cuid den Y libraries for which you can manage ECC locations isole Select a Library ID for location maintenance e Select the library for which you wish to MSKIDS perform locations maintenance from the A Testing Library AGC14 5 i 5 A Testing Library AGC7 list box then click the Submit button to A G Library RMC continue with the selected add see Adding a Location on page 2 2 for details modify see Modifying Locations on page 2 3 for details or delete see Deleting Locations on page 2 4 for details operation Locations Maintenance Screen Managing Locations 2 1 CAT Administration User Guide Adding a Location ent You can add locations for the currently displayed record To add a location 1 Access the Full Record Display for the title to which you wish to add a location in your library s Union database Refer to the AGent User Guide for details Select Add Locations from the Cataloging menu see The Cataloging Menu on page 2 for details If your library is configured to manage locations for multiple libraries select the library for which you wish to perform locations maintenance see Managing Locations for Multiple Libraries on page 2 1 for details e The Add Location Information screen displays n an additional browser window 3 Enter the appropriate call number information in the a Call Number text bo
13. ON This User Guide is designed to provide a working understanding of the features and functions of AGent CAT Administration Overview CAT Administration is an online application that provides administrative control over your library s holdings within a union database Using CAT Administration you can e Add modify and delete locations for your library e Download records from any available bibliographic database for local use When logged into CAT Administration appropriate links are provided on Title Lists and Full Record Displays for bibliographic databases to facilitate locations maintenance and MARC record download The Web Interface The CAT Administration web interface is designed to provide a logical and efficient means of performing administrative functions The screens are structured to assist workflow and contain navigational links and expandable menus to provide single click access to administrative features and functions The Toolbar The Toolbar is shown on Term Lists Cross Reference Lists Title Lists and Full Record Displays in the AGent Search Interface By default the Toolbar contains a series of text based buttons used to navigate the Search Interface and to access system features and functions Alternately you can use the My Preferences feature to replace the text based Toolbar with an icon based Toolbar refer to the AGent User Guide for details The following table describes the
14. ased on the default locations record for your library Your library s location content profile must be defined to reflect the format of your consortium s HLD field before you can properly use AGent s cataloging features Contact Auto Graphics Technical Services if changes to your library s default location content profile are necessary Every change you make to locations records is reflected in the LOCATIONS INFORMATION section of the associated Full Record Display immediately following submission This chapter provides the procedures to e Adda location using the default locations record e Edit locations data e Delete one or more locations Managing Locations for Multiple Libraries By default you can manage locations for your library only However some libraries may be configured to manage locations for multiple libraries within a consortium or collective If your library is configured to manage locations for multiple libraries the Locations Maintenance screen displays in an additional browser window when you select a locations maintenance function from the CAT Options menu see The Cataloging Menu on page 2 for details You must select the desired library for which you wish to perform the selected function To select a library for locations maintenance e The Locations Maintenance screen isti in shows a listing of library codes for all EE 101 x http demov2 agent auto graphics comyjHldMaint doHolding asp action
15. at any time using the My Account feature see the AGent User Guide for details If you forget your password notify your Library or System Administrator Logging In from the Splash Page If your library has enabled the optional Splash Page feature your library s Splash Page displays when you access the system Getting Started 1 5 CAT Administration User Guide ent To login from the Splash Page Splash Page Windows Internet Explorer Dj xj 1 Click the Account Login button on the Splash Page Big Sky Public Library e The Account Login screen displays Global Splash Page Quick Search 2 Enter your user name in the Username Account Login WELCOME TO MY LIBRARY See the Librarian if you need help text box 3 Enter your password in the Password or PIN text box en e Your password will display on the screen as a series of asterisks III internet 100 gt 4 4 Click the Login button to submit your Account Login Screen Login request Logging Off To prevent unauthorized access to staff features and functions you must exit CAT Administration and log off from AGent To exit CAT Administration e Click the Sign Out button on any AGent screen o The AGent Login screen displays 1 6 Getting Started Gent CAT Administration User Guide Chapter 2 MANAGING LOCATIONS AGent s CAT Administration module lets you add modify or delete locations within your library s Union database using forms b
16. c brad DT1 v Volumes Sy Years n Notes Auto Graphics Inc Cy Internet Delete a Location Record Screen Holdings Maintenance Windows Internet Explorer lol xj http demov2 agent auto graphics comyHldMaint doholding asp action HDEL amp myses 738368k 1049373 amp cuid demov2 amp cusryr Y Il Delete Another Location Title One more for the road Ray Bradbury Author Bradbury Ray 1920 Transaction Completed Successfully of Auto Graphics Inc xe pi arene Rt00 gt 7 Delete Transaction Message Screen Managing Locations Bent CAT Administration User Guide Chapter 3 DOWNLOADING RECORDS CAT Administration allows you to download bibliographic records in MARC 21 format to a file on a local computer Downloaded records can be imported into local circulation systems or card labeling systems You may download records from any database to which your library has access CAT Administration allows you to download a single MARC record or to save multiple MARC records to a download cart for simultaneous download To ensure downloaded records are saved with the proper mrc extension the mrc file type must be defined for your workstation Refer to the Microsoft Windows documentation for the procedures for creating file types Setting Download Cart Options CAT Administration incorporates two distinct download cart options My Cart and My Library Cart e My Cart Th
17. dministration User Guide THIS PAGE INTENTIONALLY LEFT BLANK Bent Downloading Records 3201 Temple Avenue 3300 Bloor Street West Pomona California 91768 Toronto Ontario M8X 2X3
18. es Some workstations within your library may be configured to provide generic patron access to AGent based on the IP address of the workstation If your library utilizes IP authentication for generic patron login and your workstation falls within the specified IP range the IP Authenticated screen displays when you first access AGent Click the My AGent button to display the Login screen click the Begin button to access AGent as a generic patron If your library has enabled the optional Suppress My AGent Login feature the My AGent button is not shown on the IP Authenticated login screen You cannot perform an authenticated login to AGent from this workstation AGent Windows Internet Explorer G sv E http demov2 agent auto graphics we de AM y eo gt Gre O 3 comjagentilogin asp cid demov2 amp lid MZB Click EEN to start searching OR Click to search and use MyAGent features Auto Graphics Inc I IT TT 0 internet IP Authenticated Screen Some AGent systems may be configured to provide authentication via a cookie saved to your workstation If you wish to save a cookie containing your login information to your workstation for future logins select the Remember me checkbox on the login screen then submit your login request e A checkmark indicates a cookie will be saved to your workstation e An empty checkb
19. gs gt Grok O A AGent has detected a possible difficulty with the cookie setting in your browser and may not be able to show you the information from certain resources You may either proceed to searching or adjust your cookie settings Continue How to Adjust Cookie Setting AGent and Impact are trademarks of Auto Graphics Inc Copyright 2001 2008 Auto Graphics Inc Pomona California El 0 internet R10 4 Cookie Settings Message o If you do not wish to change your browser s Privacy Security settings click the Continue link to complete your login If you choose not to adjust your browser s Privacy Security settings searches of any databases utilizing cookie authentication will fail e If your Login request is unsuccessful o Ifyou enter an invalid Username or Barcode the message Invalid account entered Please see your librarian displays Click the Continue button to login to AGent as a guest or click the Try Again button to return to the staff login screen Check the Library name Username or Barcode and Password or PIN Make any necessary corrections then click the Go button to resubmit the form Getting Started AGent Windows Internet Explorer Invalid account entered Please see your librarian You can still access the system as a guest or Try Again Auto Graphics Inc I TT internet Invalid Accoun
20. is option allows a CAT staff member to save records for download to a unique cart associated with their user name Other CAT staff members cannot add records to this list e Library Cart This option allows multiple CAT staff members to add records for download to a common cart associated with their library The My Cart option 1s selected by default for new CAT Administration users You can use the Download Cart Type option on the My Preferences screen to switch between cart types see the AGent User Guide for details Downloading Single Records To download a record 1 Access the Full Record Display for the record you wish to download Refer to the AGent User Guide for details 2 Display the Cataloging menu by clicking the associated LH button 3 Select Download record from the Cataloging menu see The Cataloging Menu on page 2 for details e A File Download dialog displays Saveas MMI 21x Save in AG Dos y o 2 emn Fe Addendum Screenshots AG CAT Admin My Recent AGent_Auth_Control_User_Guide Documents e A standard Save As dialog displays e Desktop 4 Click the Save button on the File Download dialog 5 Enter a name for the file in the File name text box My Documents VERSO Statistics VERSO User Admin Be sure to use the mrc extension at the end of the file name 6 Select the location in which you wish to save my neo Ficname uossime _____ N Places the record Save as type mre Doc
21. n Record screen displays in an additional browser window Add change or delete information from any text box es on the form Click the Submit button to submit the change to the location record e The message Transaction Completed Successfully displays If additional locations for the library are attached to the record click the Update Another Location button to return to the List of Locations for Update screen or click the Close button to close the Transaction message screen and return to the previous Full Record Display Managing Locations Holdings Maintenance Windows Internet Explorer lol x http demow2 agent auto graphics com HldMaint doholding asp action MODICamyses 73836 amp cuid demov2 amp cusryr pandora Y UISTOF LOCATIONS FOR UPDATE e Title One more for the road Ray Bradbury Author Bradbury Ray 1920 Select a Location Record SmZBSafic brad DT C smzBsafic brad DTA ks of Auto Graphics Inc TTT T 3 0 Internet List of Locations for Update Screen Holdings Maintenance Windows Internet Explorer loj x http idemov2 agent auto graphics com HidMaint doholding asp action MODIC amp myses 738368k 10493738cuid demov2 amp cusry Y HUPDATEIAILOCHTIONIRECORDI EEE Title One more for the road Ray Bradbury Author Bradbury Ray 1920 SI Library Code Inze rc brad DTA a Call Number v Volumes y Year
22. n for your library is attached to the record o The Delete a Location Record screen displays in an additional browser window Click the Submit button to submit the location deletion e The message Transaction Completed Successfully displays If additional locations for your library are attached to the record click the Delete Another Location button to return to the List of Locations for Delete screen if multiple locations are attached or the Delete a Location Record screen if a single location 1s attached or click the Close button to close the Transaction message screen and return to the previous Full Record Display Holdings Maintenance Windows Internet Explorer i loj x http demov2 agent auto graphics com HidMaint doholding asp action DELC amp myses 738368cuid demov2 amp cusrvr pandoragcr 7 ELST OF LOCATIONS FOR DELETE lll a TN EN Title One more for the road Ray Bradbury Author Bradbury Ray 1920 Select a Location Record O SMZBSafic brad DT C SMZBSafic brad DT1 ks of Auto Graphics Inc Cy Internet List of Locations for Delete Screen lol xi http demow2 agent auto graphics com HldMaint doholding asp action DELC amp myses 73336 k 1049373 amp cuid demoy2 amp cusryr Y DELETE A LOCATION RECORD Iii a ala Title One more for the road Ray Bradbury Author Bradbury Ray 1920 I Library Code uza a Call Number fi
23. n screens is intended to be a source for helpful information and documentation From this link you can view the latest Release Bulletins Product Information Bulletins User Guides and News Items Configuring Your Browser for AGent When a browser is installed on your workstation it is configured with a default set of preferences Some of these preferences must be modified to configure the browser for use with AGent You must verify the browser is properly configured to ensure full access to all features and functions available through AGent Refer to Product Information Bulletin AGent 009 Configuration Recommendations for Browsers and Firewalls for more information Configuring Your Popup Blocker AGent uses popup windows to display search results Help files and other information screens Popup blockers may prevent the display of these screens In order to access all features and functions available through AGent you must configure your popup blocker for operation with AGent Refer to Product Information Bulletin AGent 010 Using AGent with Popup Blockers for more information Logging In If the Splash Page has been enabled for your library see Logging In from the Splash Page on page 1 5 for login procedures Getting Started 1 1 CAT Administration User Guide Bent Staff access to AGent is password protected You must provide a valid Username or Barcode and Password or PIN to log into AGent with staff privileg
24. nce Windows Internet Explorer 0 x http demov2 agent auto graphics comyHldMaint doholding asp action Hadd amp myses 73836 amp cuid demov2 amp cusryr pandora amp cr 7 Title One more for the road Ray Bradbury Author Bradbury Ray 1920 Transaction Completed Successfully Auto Graphics Inc g 4 100 Ly Internet Add Transaction Message Screen Managing Locations Bent Modifying Locations CAT Administration User Guide You can change locations for the currently displayed record To modify a location 1 Access the Full Record Display for the title for which you wish to modify a location in your library s Union database Refer to the AGent User Guide for details Select Modify Locations from the Cataloging menu see The Cataloging Menu on page 2 for details If your library is configured to manage locations for multiple libraries select the library for which you wish to perform locations maintenance see Managing Locations for Multiple Libraries on page 2 1 for details e If multiple locations for your library are attached to the record o The List of Locations for Update screen displays in an additional browser window o Select the radio button for the location record you wish to modify then click the Submit button The Update a Location Record screen displays e Ifa single location for your library is attached to the record o The Update a Locatio
25. nced in the same order in which they were added to the Download Cart To download the records file 1 Display the Download Cart see Managing the Download Cart on page 3 4 for details 2 Use the drop down menu to select the type of A i records you wish to delete either All Records ee dorra BIB Record s or Authority Record s Pe Addendum Screenshots 4G CAT Admin A My AR uth r_Guid e The default selection is All Records Decumens en conto User Guide CAT Help 3 Click the Download button Desktop ae PAC Admin e A File Download dialog displays My Documents UDMM Help ial 4 Click the Save button on the File Download sr Een dialo 2 ra VERSO User Admin e A standard Save As dialog displays b pa etwork File name 3406381 MIC Rui aces x mrc Documen ie E l 5 Enter a name for the file in the File name text 00 ie E ger box Save As Dialog Be sure to use the mrc extension at the end of the file name Select the location in which you wish to save the record 7 Click the Save button to download the records file e Depending on your browser a status dialog may display while the record is being downloaded When the record has been downloaded a Download Complete message displays Click the Close button to close the status dialog 8 Delete the downloaded records from the Download Cart see Managing the Download Cart on page 3 4 for details Downloading Records 3 5 CAT A
26. on on obtaining and enabling this optional feature for your library or consortium contact Auto Graphics Sales and Marketing 4 Introduction Gent CAT Administration User Guide Chapter 1 GETTING STARTED This chapter identifies the hardware and software necessary to access and operate AGent CAT Administration where to get help and procedures for system Login and Logoff Hardware Software Requirements AGent can be accessed by a Web capable PC 486 minimum or Macintosh using a conventional Internet account and a Java enabled Web browser such as Microsoft Internet Explorer version 5 5 minimum Netscape version 6 2 minimum or Firefox version 1 0 7 minimum No stringent hardware requirements are necessary to support AGent CAT Administration is available through appropriate Staff Login to AGent see Logging In on page 1 1 for details System Availability CAT Administration is available via AGent 24 hours daily Getting Help If you need help using CAT Administration contact Auto Graphics Help Desk by one of the following means voice 800 852 8686 Sam 5pm Pacific Time email HelpDesk auto graphics com fax 909 595 5190 Before calling the Help Desk consider referencing one of the following sources of information e Online Help CAT Administration s HTML based Help displays in a separate browser window that you can view concurrently with your online session e The News button that displays on CAT Administratio
27. ovide a permanent password to complete the login process Select a password that you will remember Your password may be a maximum of 20 Please supply a permanent password Passwords can have a maximum of 20 alphanumeric characters New Password Verify Password characters in length with no spaces Your password may have any combination of alphabetic and numeric characters and the underscore character Your password is not case sensitive Auto Graphics Inc I TT internet Permanent Password Screen To enter your permanent password 1 Enter the password you have chosen in the New Password and Verify Password text boxes Enter the password in exactly the same way in both text boxes 2 Click the Go button to save your permanent password and complete the login process e If you enter an invalid password an error dialog displays the message Passwords do not match o Make sure there are no spaces in your password o Make sure you enter your password in exactly the same way in both the New Password and Verify Password text boxes e Re enter your password in the New Password and Verify Password text boxes then click the Go button REMEMBER TO KEEP YOUR PASSWORD SECURE DO NOT tell your personal password to anyone DO NOT write your password down You will use your new password for all future logins so remember it If you think your password may be compromised you can change it
28. ox indicates a cookie will not be saved to your workstation e Clicking the checkbox will toggle it on and off If your workstation 1s used by more than one person to prevent unauthorized access to AGent staff features and functions it is recommended that you do not save your login information to a cookie Once your login information has been saved to a cookie on your workstation the Authenticated User Login screen will display each time you access AGent Click the Begin button to login using the saved login data If you choose to login as a different user the cookie containing your current login data will be overwritten with the new login data To login to AGent 1 On the Login screen enter your library name in the Library text box as necessary e By default the system will prefill the library name for your library If desired you may use the Lookup feature to locate the code for the library to which you wish to login see Using Library Code Lookup on page 1 4 for details AGent Windows Internet Explorer sv JE http demov2 agent auto graphics comfagent login asp cid demovy28did MZB w de f EJ se Page gt O Tools 3 III internet IP Authenticated Login Screen Getting Started Gent CAT Administration User Guide 2 Enter your user name in the Username or Barcode text box 3 Enter your password in the Password or PIN text box
29. rt on page 3 4 for details This function is available with CAT Administration only Add to FEJ Adds brief bibliographic data to your Bibliography Bibliography This function is available only if your library has enabled authorization View Bibliography Displays the contents of your Bibliography Saved records can then be viewed printed or downloaded in one of several formats This function is available only if your library has enabled authorization Add to Merge List When used from a Title List adds the selected records to your Merge List for subsequent merging and deduplication When used from a Full Record Display adds the currently displayed record to your Merge List for subsequent merging and deduplication This function is available with UDMM Administration only View Merge List EN Displays the contents of your Merge List This function is available with UDMM Administration only Displays a printer friendly version of the current Term List Cross Reference List Number List Title List or Full Record Display in a popup window for subsequent printing 21 Displays AGent s online context sensitive Help file The Cataloging Menu http demoy2 agent auto graphics comfagent FullDisplayPage asp myses 738338k 1049373 amp w s amp s f amp cuid Y 411 X Google Pr The Cataloging menu is shown on all Full i R 0 8 Dm 9m 0593 Record Displays The menu provides access to all features and functions available
30. s n Notes Auto Graphics Inc Done I TFT TT 3 0 Internet 100 gt Update a Location Record Screen o xi http demov2 agent auto graphics com HldMaint doholding asp action HMOD8myses 738368k 10493738 cuid demow2ticusrwr Y Lopate nomen coca Title One more for the road Ray Bradbury Author Bradbury Ray 1920 Transaction Completed Successfully ks of Auto Graphics Inc boe EG nene E 100 4 Modify Transaction Message Screen 2 3 CAT Administration User Guide Deleting Locations Bent You can delete locations for the currently displayed record To delete a location 1 2 4 Access the Full Record Display for the title from which you wish to delete a location in your library s Union database Refer to the AGent User Guide for details Select Delete Locations from the Cataloging menu see The Cataloging Menu on page 2 for details If your library 1s configured to manage locations for multiple libraries select the library for which you wish to perform locations maintenance see Managing Locations for Multiple Libraries on page 2 1 for details e If multiple locations for your library are attached to the record o The List of Locations for Delete screen displays in an additional browser window o Select the radio button for the location record you wish to delete then click the Submit button The Delete a Location Record screen displays e Ifa single locatio
31. s of the current brief browse list or from other brief browse lists to the Download Cart 5 Perform additional searches as desired to add additional records to the Download Cart 3 2 Downloading Records ent CAT Administration User Guide To add records from a Title List AGent Results Windows Internet Explorer gt br sa EY y E http demov2 agent auto graphics com agent BriefDisplayPage asp myses 73841 amp k 1049373 amp w S amp s B amp rid Y 1 Access the Title List from which you ZE wish to select records Refer to the Bee ES AGent User Guide for details m e jus xl 2 Use the checkboxes on the left hand side IEC cu REM of the screen to select the records you 2095 by Jon Scieszka illustrated by Lane Smith Scieszka Jon ee ae 26 wish to add from the current page of the e and importance edited by Aldo Domenicano and Istvan Hargittai 1992 International Union of Crystallography Title List to your downlo ad cart The Adolescent as decision maker applications to development and education edited by Judith Worell Fred Danner c1989 Academic Press Locations 5 The adolescent years social influences and educational challenges edited by Kathryn Borman and Barbara Schneider c1998 NSSE Distributed by the University of Chicago Press Locations 8 All about breast cancer Fred Stephens Stephens Fred 2001 Oxford University Press Locations 3 e A checkmark
32. stration and user authentication PAC Administration Cataloging Union Database Management Statistics and or ILL Administration Additionally a number of optional features and functions are available within each AGent module This manual provides instructions covering all features and functions available through AGent CAT Administration Depending on the specific configuration of AGent for your library some features and functions may not be available to you For information on enabling optional features and functions for your library contact Auto Graphics Sales and Marketing About AGCat The AGCat Cataloging Client is an optional fle Et Iset Mew Tods Window Heb Windows M based utility designed for use with Auto Graphics AGent system AGCat GJ accat Source DEMO AGCN 4881932 Record Type BK One more for the road provides the means for copying creating ne editing and deleting MARC records within an Beate ee 20030519124518 0 AG Impact database a 030107120032002nyu serceezzone 000 1 eng d a ocm 51319806 i i i an JJG d CD5 The AGCat Client s invoked from within A OA AGent by clicking the Edit This Record 223 New Vork b Avon Books 2003 2002 button on any Full Record Display HLD LDS u OverlandPark a Refer to the AGent AGCat Client User Guide for information on the features and functions Rec upload Bb Ves Mile brary ae S NM 7 available with the AGCat Client AGCat Cataloging Client For informati
33. t Entered Screen CAT Administration User Guide o Ifyou enter an invalid Password or PIN with a valid Username or Barcode the message Invalid Password Entered displays Click the Email my reminder question link to receive an email copy of your password reminder question and return to the staff login screen Make any necessary corrections to the Library name Username or Barcode and Password or PIN then click the Go button to resubmit the form AGent Windows Internet Explorer sv http demov2 agent auto graphics comfagent login asp cid demov28 j2 8did M2B8 cusrvr pandora8 Y 9 11 X Live Search dd ODA de Grok Or HB Big Sky Public Library Invalid Password Entered Graphics Inc Ed 8 internet 100 7 Invalid Password Entered Screen If an email address is not included in your user profile or if you do not wish to receive an mail copy of your password reminder message click the Try Again button to return to the staff login screen Check the Library name Username or Barcode and Password or PIN Make any necessary corrections then click the Go button to resubmit the form e If your Staff Login request is successful o AGent enters the default staff mode for your user account o Appropriate links and buttons are added to Title Lists and Full Record Displays throughout AGent Using Library Code Lookup If you are not sure of the Library code
34. t from the Cataloging menu see The Cataloging Menu on page 2 for details or click the Add to Cart button in the Toolbar or the Y button for Icon Toolbars to add the record to your Download Cart e The screen refreshes with a icon shown in the upper right hand corner indicating the record has been added to the Download Cart 3 Perform additional searches as desired to add additional records to the Download Cart Downloading Records 3 3 Bent CAT Administration User Guide Managing the Download Cart You can view the Download Cart and delete any AGent Windows Internet Explorer unwanted records prior to downloading the MARC records file http demoyv2 agent auto graphics com agent DownloadPage asp myses 73i Y My Cart for Download To display the Download Cart All Records v 1 View the current contents of your download cart using any of the following methods 4 Records a br Homebody a novel Orson Scott Card Card Orson Scott c1998 e Click the View My Cart or View My Library Cart link as applicable from any AGent search screen HarperCollins AG DB br The body sound recording Stephen King King Stephen 1947 p1999 c1982 Penguin Audiobooks AG DB e Select View Cart from the Cataloging menu e Click the View Cart button in the Toolbar or the button for Icon Toolbars y 2095 by Jon Scieszka illustrated by Lane Smith Scieszka Jon c1997 Puffin Books
35. ument y Cancel A 7 Click the Save button to download the record Save As Dialog e Depending on your browser a status dialog may display while the record is being downloaded When the record has been downloaded a Download Complete message displays Click the Close button to close the status dialog Downloading Records 3 1 CAT Administration User Guide Bent Downloading Multiple Records You may save multiple records to a download cart and simultaneously download the records in single file Adding Records to the Download Cart Records may be added to the Download Cart from either a Title List or from a Full Record Display Additionally records added to the list may be subsequently deleted from the list if you determine you no longer wish to download the record s To add records from the CBB display 1 Access the CBB display from which you wish to select records Refer to the AGent User Guide for details gt AGent Windows Internet Explorer 2 Use the checkboxes to the left of each AD MEAT we ke Gh BD aah y Page rod gt Or Y title in the brief browse lists to select the ESE records you wish to add from the current page of the brief browse list to your download cart Modify Search New Search StartOver Blank Request fred in All Headings y _Search Close Search Details 8 print emal save oo nor DISPLAY COVER IMAGES Sort ay Alphabetically by Title y o A checkmark ra indicates the Search For
36. with CAT Administration E qm Si Edit this record To use the Cataloging menu es i ia e Click the l icon to expand the CAT 2003 c2002 Options menu and display the available reste new record Peron 0p tem features and functions e Click the El icon to collapse the CAT lt a En Options menu COCO Cataloging Menu SCBRA 2 Introduction Gent CAT Administration User Guide e Features and functions available through the Cataloging menu are described below o Download Record Lets you download the currently displayed record in MARC 21 format to a local workstation see Downloading Single Records on page 3 1 for details o Add to Cart Adds the currently displayed record to your shopping cart Download Cart for subsequent download to a local workstation see Adding Records to the Download Cart on page 3 2 for details o View Cart Displays the contents of your shopping cart Download Cart see Managing the Download Cart on page 3 4 for details o Add Locations Lets you add a location to the currently displayed record see Adding a Location on page 2 2 for details o Modify Locations Lets you modify existing locations for the currently displayed record see Modifying Locations on page 2 3 for details o Delete Locations Lets you delete existing locations from the currently displayed record see Deleting Locations on page 2 4 for details o Create new record Launches
37. x 4 Ifnecessary enter the appropriate information in any other text box es on the form 5 Click the Submit button to submit the 2 2 location addition gt Holdings Maintenance Windows Internet Explorer 3 5 xj http demov2 agent auto graphics com HidMaint doholding asp action ADDC amp myses 7 38368cuid demov2 amp cusrvr pandora amp cr Y ADDICTION NEORATION i ESN IE Ea Title One more for the road Ray Bradbury Author Bradbury Ray 1920 I Library Code a Call Number v Volumes y Years n Notes Auto Graphics Inc sj 4 100 y Ca Internet Add Location Information Screen e The message Transaction Completed Successfully displays Click the Add Another Location button to add another location for the current title or click the Close button to close the Transaction message screen and return to the previous Full Record Display If you add a location using a call number that already exists in the database for your library or the currently selected library when managing locations for multiple libraries the message This location already exists in the database displays Click the Add Another Location button to return to the Add Location Information screen and enter a unique call number or click the Close button to cancel the addition and return to the previous Full record Display Holdings Maintena
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