How to Get There From Here Using the Wizards
Sue Trowbridge, CaTS Cataloging Group Documentarian
5/24/00

Warning: read this before doing any of it.

If you have been in the habit of using Display1 (or F2) to copy the call number before using Edit (or ShiftF3), this will be helpful. Even if you haven’t, there may be useful information here for you.

Click on the "maintain existing titles" wizard. In the upper left corner of the window that opens, there is a picture of binoculars. Click on that, and then on the word "display" when the new window opens up. After you do that there will be a space labeled "view of records". The default is currently FULL, but if you want to see the call number and use c&p to use it for editing, change that setting to ALL. Then click OK. Now you’re back at MODIFY TITLE : ITEM LOOKUP. Choose either SEARCH or BROWSE, and use whatever search key you use to find the item you want to catalog. A list of titles will be displayed, and yours should be at the top. Click on the button at the bottom of the window that says VIEW or press alt+2 if you have numbered buttons.

This where I highlight the call # and copy it (using either CTRL-C or the "Edit" menu). Then click on the MODIFY ITEM button, and you will be at the screen where you choose among "Control", "Bib", "Marc Hldgs" or "Vol/Copy".

At this point I usually go to "Vol/Copy" and enter the call #, then the barcode, location, and whatever else is on that page. At this point you will discover that, if your barcode reader has an "enter" command (automatically entering the edited record into EUCLID when you wand in the barcode), this whole strategy becomes more trouble than it is worth because it will automatically assume you have finished editing, and await your next command with the little "MODIFY ITEM : COMPLETE" window displayed. If this happens, click the "Renew" and "Make More Changes" buttons to return to the record you weren't really finished with. If you want the "enter " command switched off in your barcode reader, ask Tammy Roundy if you can borrow the book that has barcodes in it that tell your scanner how to behave, and use the one that works for your particular model of barcode reader. Scanning it should do the trick but read the instructions. Once you get your barcode reader to behave sensibly you can go ahead and enter a barcode in the relevant space and still be able to do the "Control" and "Bib" stuff.

When you're really done editing, hit ENTER or OK or whatever you’re in the habit of doing. When the "MODIFY ITEM : COMPLETE" window appears, choose "Lookup Another Title". You will be back at the beginning screen, and the default for "view of records" will still be set to ALL. If you choose "Close" instead of "Lookup Another Title" you'll be back at the very beginning and have to reset that "view of records" to ALL again and who wants to do that over and over again.

If you want to browse your call # to check it, you can do it now, or before you hit ENTER or OK just after you've done your last bit of editing. You can also check to see whether there are any holds on your title.

But read the next paragraph first:

If you make it this far and find this process helpful, you probably want to know how to not wipe out that default by, for instance, hitting F1 to do a call # browse. (If F1 doesn't do that for you, you may want to lookt at the instructions for Keyword Mapping.) This is the point at which I learned the difference between F-keys and wizards. Using an F-key will REPLACE the window you opened when you used the "maintain existing titles" wizard. If, under your "Preference-Desktop-Windows" (those commands at the top of the screen, just below where it says "Unicorn WorkFlows") there is an "x" next to "Wizard on new window", then using another wizard will leave your first window there, defaults intact, and let you do something new, and then go back.

F-KEYS WON’T DO THAT.

What you need here is the "Open new command window" button on your toolbar. So go through "Preference-Desktop-Toolbar-Modify" and add it if you don't have it. Then, after you catalog something and choose "Lookup Another Title" when the "MODIFY ITEM : COMPLETE" menu appears, click on the "open new command window" button and THEN you can do F1, and when you have finished checking the call #, just click that x at the upper right of the new command window (or hit ESC) and you will be able to search a brand new title and view the screen with the call # before you modify the record.

Is that cool, or what?

Furthermore, if you are in the habit of checking to see whether there is a hold on the title you have just cataloged (which we could see with F2, disp1 or whatever, but which doesn't show in any screen of the process described above, unless I missed it), you will find it very helpful to add the HOLDDISPI wizard to your toolbar. If you have that on your toolbar, you can do that instead of click on "open new command window" because HOLDDISPI is a wizard and will open a new window for you. That is, if there is an "x" next to "Wizard on new window" in your "Preference-Desktop-Windows". Anyway, if there is, and you click on the HOLDDISPI wizard (it’s a magnifying glass and a padlock) first, you can then do an F1 to browse the call # (for instance) because you've opened a new window and you can still get back to the original "maintain existing titles" screen without having to reset that default. When you use the wizard to check for holds, you will either have to search for the title you are checking or click on "current" for the one you've been working on. (It may be set on current already.) A window will open telling you what you need to know and you'll have to tell it OK for it to go away. If you use ESC, the window behind it will close instead.

The really helpful thing about the OPEN NEW COMMAND WINDOW wizard is that you can get used to wizards and still be able to resort to F-keys without undoing defaults.

If you re-arrange your toolbar, don't forget to save the changes before you leave WorkFlows.