The Metadata Editor editing area is where you can view and catalog records. This area opens when you select Open Metadata Editor (Resources > Cataloging > Open Metadata Editor) or chose to open or edit a record from another function such as the repository search results.
When you select Open Metadata Editor, you may create a new record (see New) or select a draft record from the draft records area (see Draft Records).
The editing area contains record information at the top and record details where there is a row for each field of the record.
See the list below for the type of information that appears in the information section at the top of the editing area. This varies depending on the type of record that you selected to open / edit.
- MMS ID
- Type of record per the tab from which you selected the record (MARC21, UNIMARC, Holdings, and so forth)
- Cataloging level
- Pushed (see Pushed Records)
The information section also contains icons for the following:
- Saving the record
- Information about the creation / modification of the record (when, by whom)
Closing / exiting the recordNote that closing the record auto saves your changes to the draft record (only) and is available for further work in the records list. This does not release the record, but minimizes it to the records list (saving the changes to the draft copy).
Working with Records
In the editing area, you can catalog bibliographic, holdings, and authority records. Each row of a record contains the following:
- Field tag
- Icons (to the left of the field number)
- Row actions
For more information about working with the different types of records, see the following:
Row actions are designed for quick and easy access to row-based functions. Simply select the ellipsis button at the end of the row to display the row actions menu.
For certain fields that contain detailed input, opting to use the form editor for that row can make entering and editing content much easier. See the Open Form Editor section below for more information.
Open Form Editor
This area is under construction.
The Open form editor row action is available for MARC 21, KORMARC, UNIMARC, and CNMARC as described below.
- MARC 21 fixed fields such as the LDR and 001-009 or for complex fields such as the holdings 852 field
- KORMARC fixed fields such as the LDR and 001-009 or for complex fields such as the holdings 852 field
- UNIMARC 1XX fields: 100, 105, 106, 110, 115, 116, 117, 120, 121, 122, 123, 125, 126, 130, 135, 140, and 141
In some cases with UNIMARC, the control field is specific to certain subfields and form editing is available only for those subfields. With UNIMARC field 123, for example, only $d, $e, and $f are control fields. In these cases, position your cursor in the specific subfield and press Ctrl + f to open the editing form.
- CNMARC - part of the 1XX Coded data fields
When you are editing one of these fields, select this row action to open the form for editing.
You can customize the 852 field Sublocation or collection (b) and Shelving location (c) drop-down lists in the Metadata Editor form editor to display the location's code, name, or code + name. For details, see Customizing How Library and Location Appear.
Select this row action to display the vocabulary explanation for the field that you are editing. This same function is also available in the Editing Actions menu. For more information, see Field Information.