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Create a user note

Learn how to create a user note from a blank workform, a DDC record, or an existing note in WebDewey.

Create a user note from a blank workform

  1. On the Dewey Services tab, under Create Options, click User Notes. A blank note workform appears.  
  2. (Optional) In the DDC# field, enter the number (from the schedules, tables, or manual) to which the note applies.
  3. For the Type of Note field, select Institution Note or Personal Note.

    Site license. If you have a site license for WebDewey, the Type of Note field shows the default note type you specified on the WebDewey Options screen. Change the type if desired.

    Single-user license. If you have a single-user license for WebDewey, Personal Note is automatically selected.
  4. For the Title field, enter a title that indicates the subject or purpose of the note.
  5. (Optional) For the Keywords field, enter one or more words that represent the subject or purpose of the note. Include terms that you (or others) might use when searching for this note.
  6. For the Note field, enter the content for the note.
  7. Proofread the note and correct any errors.
  8. Add the note to the notes database.
    1. Open the Actions list and click Save Note.
    2. Click OK to confirm that you want to save the note. The system displays a confirmation message.

    DDC number check (new user note)

    When you save a new user note for the first time, the system searches the WebDewey database for the number you supplied in the DDC Number field of the user note.

    If the number you supplied does not exist in the DDC database searched, the system asks you to decide whether or not to save the note.
    • To save the note anyway, click Yes.
    • To cancel saving the note and correct it as appropriate, click No.

Create a user note from a DDC record

  1. Retrieve the DDC record you want to annotate.
  2. At the top right corner of the record screen, click Create Note. The system opens a new browser window that contains a Dewey Note workform. The DDC# field contains the number represented by the DDC record.

    Brackets and parentheses not transferred. When you create a note for a DDC number surrounded by square brackets or parentheses, the number is inserted in the Dewey Note workform without the surrounding punctuation.
  3. Complete the new note.
    1. Enter text to provide appropriate information or instructions.
    2. Complete the required fields: TitleType of Note, and Note.
    3. Proofread the note and correct any errors.
  4. Add the note to the notes database.
    1. Open the Actions list and click Save Note.
    2. Click OK to confirm that you want to save the note. The system displays a confirmation message.

      When you retrieve the annotated DDC record, your note appears in a box labeled User Notes. User notes follow notes that are part of the DDC (labeled Notes).
    3. Click the Notes button in the top right corner of the record screen to jump to the Notes area.

    DDC number check (new user note)

    When you save a new user note for the first time, the system searches the WebDewey database for the number you supplied in the DDC Number field of the user note.

    If the number you supplied does not exist in the DDC database searched, the system asks you to decide whether or not to save the note.
    • To save the note anyway, click Yes.
    • To cancel saving the note and correct it as appropriate, click No.

Create a user note from an existing note (Derive New Note)

  1. Search the Dewey notes database to retrieve the note you want to use as a model for creating similar notes.
    Or
    Create a note with characteristics you want to replicate in one or more other notes (a template note).

    View the note in display mode or edit mode.
  2. Open the Actions list and click Derive New Note.
  3. Click OK to confirm that you want to duplicate the note. An exact copy of the original Dewey note appears, in edit mode.
  4. Complete the new note.
    1. Enter text to provide appropriate information or instructions.
    2. Complete the required fields: TitleType of Note, and Note.
    3. Proofread the note and correct any errors.
  5. Add the note to the notes database.
    1. Open the Actions list and click Save Note.
    2. Click OK to confirm that you want to save the note. The system displays a confirmation message.
    3. Click the Notes button in the top right corner of the record screen to jump to the Notes area.

    DDC number check (new user note)

    When you save a new user note for the first time, the system searches the WebDewey database for the number you supplied in the DDC Number field of the user note.

    If the number you supplied does not exist in the DDC database searched, the system asks you to decide whether or not to save the note.
    • To save the note anyway, click Yes.
    • To cancel saving the note and correct it as appropriate, click No.