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About guided entry

Find an overview of guided entry in Connexion client.

Overview

  • Use guided entry for creating or editing fields 006, 541, or 583 as an alternative to entering or editing complete data in the record itself.
  • Guided entry provides lists and text boxes to enter or change indicator values and subfield data and then places or replaces the field in the record.
  • The templates contain valid default data (for creating the field) or data from the existing field (for editing the field).
  • For existing 006, 541, and 583 fields, guided entry windows always display the data currently in the field.
  • Guided entry is available for bibliographic records, constant data, and workforms for bibliographic records and constant data.

No minimum authorization level is required to use guided entry to add 006, 541, or 583 fields.

Use guided entry

Create a field 006, 541, or 583

  1. Click Edit > Guided Entry.
  2. Click the field you want to create.
    • 006 (then select a MARC format)
    • 541
    • 583

Or

Press default keystroke shortcuts:

  • Edit > Guided Entry > 006 > Books, press <Ctrl><Alt><Shift><B>.
  • For Edit > Guided Entry > 006 > Computer Files, press <Ctrl><Alt><Shift><P>.
  • For Edit > Guided Entry > 006 > Continuing Resources, press <Ctrl><Alt><Shift><L>.
  • For Edit > Guided Entry > 006 > Maps, press <Ctrl><Alt><Shift><M>.
  • For Edit > Guided Entry > 006 > Mixed Materials, press <Ctrl><Alt><Shift><I>.
  • For Edit > Guided Entry > 006 > Scores, press <Ctrl><Alt><Shift><C>.
  • For Edit > Guided Entry > 006 > Sound Recordings, press <Ctrl><Alt><Shift><R>.
  • For Edit > Guided Entry > 006 > Visual Materials, press <Ctrl><Alt><Shift><V>.
  • For Edit > Guided Entry > 541, press <Alt><E><G><4>.
  • For Edit > Guided Entry > 583, press <Alt><E><G><8>.

Edit a field 006, 541, or 583

  • Place the cursor in the 006, 541, or 583 field you want to edit.
  • Click Edit > Guided Entry > Edit or press <Ctrl><Shift><X>.
    Or
  • Right-click in the field and click Edit with Guided Entry on the pop-up menu.
     Note: If the cursor is in a field other than the 006, 541, or 583 field, you get an error message.

 Note: Guided entry for an existing field always shows your most current data.

For example, when you use guided entry to create or edit a field and click OK, all new content, editing changes, and order or re-order of subfields are transferred to the field in the record. If you make additional changes to the field in the record itself and then re-open guided entry for that field, the changes you made in the record are retained in the guided field window.