[OLD] Metadata Editor (MDE): Navigation and Overview

Open a new bibliographic, holdings, authority record, or rule

NOTE: when you hover over the New option it opens a submenu, which will stay open even as you move your cursor to other options in the File menu. This is a bug. This submenu should be ignored once you move your cursor to other options in the File menu.

Runs validation routines and saves as draft (only you can see your changes to the record). Drafts are deleted if they have not been modified for 30 days.

Saves your changes, but the record is still locked by you

Creates a copy of the record.

Reassigns the record to another cataloger. It will be removed from your Left Pane. For the assignee, the record is displayed in bold in the list of open records in the MDE and a note is added under Tools > View Notes. You have the option of sending the user an email when you assign the record.  Best practice: Email the person, with a note, when you assign the record.

Releases a lock on a bibliographic record that is assigned to you so that someone else can work on it.

Saves the current record as a template for recurrent use. See future documentation on templates.

Reloads (overwrites) the active record with the last version of the record saved in the repository and, thereby, discards any draft changes made.

This option is enabled for a user with the Cataloger Extended role. A bibliographic record can be deleted only if there are no PO lines or inventory associated with it.

Exits the editor, and discards any unsaved changes (unless you select to save a draft upon exit).

Exiting the editor does not release any records. They remain checked out to you until you specifically release them or the record lock expires after 4 hours (Harvard-defined setting).

Adds a new empty row in the record.

Removes the selected field row.

Adds a new subfield with the defined delimiter $$.

See separate documentation for more about working with records with vernacular scripts.

Runs preconfigured normalization routines. For example, sorting a record's fields, removing empty fields, or stripping out fields containing order information.

Expands a record's data fields using a specified template. The record may be any of the following types: bibliographic, holdings, and authority. See more on templates in future documentation.

Not configured for Harvard.

Enables a side-by-side editing of two records (only one side is active at a time). Pressing F6 again reverts to normal view, with the pane that was in focus. The pane in focus has a blue highlight around it. See below for more information about the Split Editor.

Opens the main editing pane in the entire width of the page. Pressing F7 again reverts to normal view.

Used for Fixed Field editing when the cursor is in the relevant row. May also be used in the holdings 852 field. Press Esc to exit the form editor.

Press Esc to exit the Form Editor.

Cuts the selected text.

Copies the selected text. To copy multiple fields simultaneously, press Ctrl and select all the fields to be copied.

Pastes text that was previously cut or copied. Fields are pasted at the cursor location. Pasting multiple fields simultaneously pastes the fields in their numerical sort order.

See documentation on Vernacular Scripts.

See documentation on Vernacular Scripts.

Search external bibliographic databases (Z39.50 targets). See additional documentation.

Enables you to view and restore a previous version of the record.  See additional documentation.

Executes validation routines on the bibliographic record. Validation issues are displayed in the Alerts tab.

See additional documentation.

See additional documentation.

In Alma, staff can add a staff-only note to a record that is not part of the MARC record. Only staff can see these notes. Notes can be added when assigning a record to another user or while the record is locked by you.

N/A for Harvard (Part of Alma Digital)

Enables a catalog manager to release all of the bibliographic and holdings records assigned to a specific staff member.The released records become available to other catalogers for processing.

Note: This does not mean the same thing it does in Connexion. Not to be used for creating separate record in another format.

In Alma, this allows you to to create a new bibliographic record based on the related bibliographic record (host/constituent entries). It includes the relations supported by either the 773 or 775 field. For more information, see Deriving a New Bibliographic Record - MARC 21.

See additional documentation.

Adds a holdings record that is linked to the current bibliographic record.

For E-Resources: opens the New Portfolio page with the Use existing title radio button selected and the Choose title field filled in and identified as a required field with a red asterisk.

N/A for Harvard. (Part of Alma Digital)

Creates a PO line based on the bibliographic information in the active record. (This requires the Inventory Operator role permissions).
When using this option, the bibliographic record is also automatically saved and released.

See additional documentation.

Checks for the following inventory linked to the bibliographic record and displays the results in split editor mode:

• • • Holdings

    • Portfolios (E-resources)

    • Representations - N/A for Harvard (part of Alma-D)

    • Electronic collection (E-Resources)

Displays the record in the results list format on the Repository Search page.

Displays the record in the PO line list format on the Select PO Line page (when there is an order).

Not yet configured for Harvard. (Used for host/consituent relationships for unique copies)

Add another holdings record to the bibliographic record.

Add an item record to the holdings record. Selecting this option opens the Physical Item Editor page.  See additional documentation.

Display the bibliographic record.

Add fields from the bibliographic record to the 852 field in the holdings record, according to the following rules:

• • • For the 0 indicator, replaces the h and i subfields with the content of the bibliographic record’s 050 a and b subfields (respectively). If there is no 050 field in the bibliographic record, the 090 a and b subfields are used instead.

    • For the 1 indicator, replaces the h and i subfields with the content of the bibliographic record’s 082 a and b subfields (respectively).

    • For the 2 indicator, replaces the h and i subfields with the content of the bibliographic record’s 060 a and b subfields (respectively).

    • For the 3 indicator, adds the h and i subfields with the content of the bibliographic record’s 086 a and b subfields (respectively). If the h and i subfields are already populated, their values are left as is and not replaced.

    • For the 8 indicator, adds the h subfield with a concatenation of the bibliographic record's 084 a subfield values. (If the h subfield is already populated, its value is left as is.) Also replaces the i subfield with a concatenation of the 084 b subfield values.

Relinks the holdings record to a different bibliographic record. For more information, see additional documentation.

Generates an accession number for the holdings record in the 852 field. See future documentation for additional information.

See future documentation for additional information.

See future documentation for additional information.

Checks for the following inventory linked to the bibliographic record and displays the results in split editor mode.

Not used by Harvard.

Not used by Harvard.

Displays the level of a brief record. See additional documentation.