Creating On-Order Bibliographic Templates

When you manually add a bibliographic record on the Purchase Order Line Item or Invoice Line Item workform, or use Titles to Go, you can select a bibliographic template from a drop-down list of templates. Any tags saved in the on-order bibliographic template, such as the 008 tag, the 245$h tag, and all 006/007 tags, will automatically appear in the new bibliographic record. All the other bibliographic information entered in the purchase order line item, such as the LCCN, ISBN, UPC, author, publisher, publication date, and edition, is used to create the bibliographic record.

You can create on-order bibliographic templates for non-print materials, such as DVDs, so that they display correctly in the PAC. If you do not select a template when you are manually entering title information on a purchase order or invoice line item, the brief bibliographic record will be coded for a book. For more information, see Type of Material Codes (TOMs).

To create an on-order bibliographic template:

Tip:
You could also open an existing template and copy it to create a new on-order bibliographic template.

  1. Select File > New.

The New dialog box appears.

  1. Select Bibliographic Template.

The Bibliographic Template workform opens.

  1. In the Name box, type a name that begins with On-order, such as On-order DVD.

Important:
Begin the bibliographic template name with On-order or On order (with or without the hyphen).

  1. Select the owner of the template in the Template Owner box.
  2. In the Owner box, select the owner of the bibliographic records that are created using this template.

Note:
You do not need to set the Display in PAC checkbox in the bibliographic template. The new bibliographic record will use the setting for the purchase order line item.

  1. Double-click LDR.

The Leader dialog box appears.

  1. If you are creating a bibliographic template for non-print materials, select the appropriate value in the LDR/06 box.
  2. Make any other changes in the Leader.
  3. Click OK to save your changes and close the Leader dialog box.
  4. Double-click 008.

The 008 dialog box appears. The type of 008 dialog box depends on the value you selected in the LDR/06 box.

  1. Select the appropriate options in the 008 dialog box, and click OK.
  2. In the Bibliographic Template workform, type 006 (additional material characteristics) or 007 (physical description) to indicate the type of material, and type the appropriate subfield code, for example, 007 $v.
  3. Double-click 006 or 007.

The 006 or 007 dialog box appears. The dialog box depends on the subfield code you entered.

  1. Select the other character positions to save in the 006 or 007 tag, and click OK.

The 006 or 007 dialog box closes and the Bibliographic Template workform is updated with the information you selected.

  1. Add any other tags to include in the template.
  2. Save the bibliographic template.

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