Set Category Mode

1. Select one of the following modes from the Mode drop-down list:

• (1) Global Categories and Assignments – Ex Libris categories in original language (US ENG) and use Ex Libris assignments (default setting).
• (2) Global Categories and Local Assignments – Ex Libris categories but make local category assignments. (Customers do not benefit from Ex Libris updates to the assignment table).
• (3) Translated Global Categories and Global Assignments – Ex Libris categories in a translated version (loaded by customer) and use Ex Libris assignments.
• (4) Translated Global Categories and Local Assignments – Translated Ex Libris categories but make local category assignments. (Customers do not benefit from Ex Libris updates to the assignment table).
• (5) Local Categories and Local Assignments – Local categories and local category assignments (both kept up-to-date by the customer).

2. Click Submit.

Manipulate Category Data

1. Select an option:

• Make a local copy of global categories
• Make a local copy of translated global categories
• Make a local copy of global category assignments
• Remove all translated categories
• Remove all local copy of categories
• Remove all local copy of category assignments

2. Click Submit.

Viewing Global Categories

1. Select one of the following types of categories from the Specify Category Collection drop-down list.

• Global categories
• Global categories (translated)
• Local categories

2. Click Go. If you selected Global categories, the following dialog box opens:

3. Click  to display a list of the subcategories of a category.

4. Click  to display the globally assigned objects of the subcategory. The following window appears:

5. Click  to display the locally assigned objects of the subcategory.

Adding Categories

1. Click Add. The following dialog box opens:

2. Select a category and subcategory.
3. Click Submit.

Viewing Local Categories

Editing Local Categories and Subcategories

Click . The following dialog box opens:

2. Edit the category or subcategory.
3. Click Submit.

Adding Local Categories

1. Click Add. The following dialog box opens:

2. Select Category or Subcategory
3. Type a name for the category or subcategory.
4. Click Submit.

Viewing Categories for One Object

1. Select View categories for one object.
2. Type the object information in the text box.
3. From the drop-down list, select one of the following:

• TITLE
• ISSN
• ISBN
• LCCN
• OBJECT_ID

4. Click Go.

• Title
• ISSN
• Global categories
• Global translated categories
• Local categories
• Global assignments
• Local assignments

Viewing Category Assignments

1. Select View category assignments for.
2. From the Choose Category drop-down list, select a category.
3. From the Choose Subcategory drop-down list, select a subcategory.
4. Click Go.

• Title
• ISSN
• Global categories
• Global translated categories
• Local categories
• Global assignments
• Local assignments

Load Options

• Translated categories/subcategories – The data in the input file overwrites the old translated category information. The following is the input file format:

  Ex Libris CATEGORY <tab> Translated CATEGORY <tab> Ex Libris SUBCATEGORY <tab> Translated SUBCATEGORY

• Local categories/subcategories – The following is the input file format:

  LOCAL CATEGORY <tab> LOCAL SUBCATEGORY

  Options:

  • Add new – Adds new categories/subcategories and leaves existing items in the database—but not in the input file—untouched.
  • Add new + remove if not in input file – Adds new categories/subcategories and removes existing items in the database but not in the input file.
  • Update existing – The data in the input file overwrites the old information. The input file for this option requires the following format:

  LOCAL CATEGORY ID <tab> LOCAL CATEGORY NAME <tab> LOCAL SUBCATEGORY ID <tab> LOCAL SUBCATEGORY NAME

• Assignment of global categories – The following is the input file format:

   

  Primary key <tab> Ex Libris CATEGORY <tab> Ex Libris SUBCATEGORY

  The primary key can be: ISSN, ISBN, LCCN, OBJECT (only one primary key per input file)

  Options:

  • Add new – Adds new categories/subcategories assignments and leaves existing items in the database—but not in the input file—untouched.
  • Replace – The data in the input file overwrites the old information.
• Assignment of local categories/subcategories – The following is the input file format:

   

  Primary key <tab> LOCAL CATEGORY <tab> LOCAL SUBCATEGORY

  The primary key can be: ISSN, ISBN, LCCN, OBJECT (only one primary key per input file)

  Options:

  • Add new – Adds new categories/subcategories assignments and leaves existing items in the database—but not in the input file—untouched.
  • Replace – The data in the input file overwrites the old information.