Authorities Quick Reference CatME

Authorities Quick Reference OCLC CatME® for Windows

1 Access the Authority File

1. Use one of the methods below:
   • On the Search menu click OCLC Online.
   • On the toolbar click .
   • Press < F2 >.

   Result: The Search OCLC Online dialog box opens.

2. Use one of the methods below to access the Authority File:

   • Open the Default Database list and click Authority File.

   • Type [ (left bracket) as the first character in the Query box.

   • Type af:

2 Phrase Searching

Paths to Authority File Records

Path 1: Headings on the Root Index list with one record:

1. Type [index label] [phrase] and press < Alt >< S > (or click Scan). Result: The system displays the Root Index.
2. Double-click the heading with one record. Result: The system displays a full record.

Path 2: Headings on the Root Index list with many records:

1. Type [index label] [phrase] and press < Alt >< S > (or click Scan). Result: The system displays the Root Index.
2. Double-click the heading with multiple records. Result: The system displays the Expanded Index list.
3. Double-click the desired heading. Result: The system displays the full record.

Path 3: Retrieve records with Authority Expanded Scan:

1. Type [index label] [phrase] and press < Alt >< S > (or click Scan). Result: The system displays the Root Index.
2. Press < Alt >< S >< S > or in the Search menu, click Authority Expanded Scan. Result: The Authority Expanded Scan dialog box opens.
3. In the Subheading box, type the subheading you want to scan for under the selected heading and press < Alt >< S > (or click Scan). Result: The system displays the Expanded Index beginning at the subheading you typed.
4. Double-click the desired subheading. Result: The system displays the full record.

Index labels

*Although MARC 21 established fields 155/455/555 as genre form headings, the Library of Congress has yet to establish any genre/form terms for the OCLC index label genre(ge).

Examples:

Searching Hints

• Type enough of the initial words of a heading to place you near the heading on the Root Index list.
• There are no stopwords in phrase searches.
• Phrase searches are limited to 128 characters on the Root Index, 58 characters on the Expanded Index.
• Use the first comma with inverted headings from subfield ‡a for fields 100, 150 and 151. In all other situations, use a blank space instead of a comma.
• Include Roman letters and numerals, blank spaces, parentheses, and symbols: # & and ♭.
• Geographic root terms (tag 151, ‡a) are indexed in both corporate and subject indexes.

The system links indexed headings on the Root Index with specific types of subheadings on the Expanded Index.

3 Numeric Searching

Type [index label] [number] and press < Enter > (or click Find).

Or

Type [[number] and press < Enter > (or click Find).

Result: The system displays a quickview, truncated, or brief list, or a full record.

Examples:

Or

Searching Hints

• Zeros between the year and the record number of an LCCN are optional.
• A hyphen is required between the two- or four-digit year and the record number.
• Alphabetic prefixes in LCCNs are optional, but they make the search more specific.
• If the first digit in an ISBN is 0, it is optional.
• If the ISBN has a check digit x, you can use an uppercase X or a lowercase x.
• Hyphens in ISSN search are optional when using the Find (fin) command.
• Some records contain more than one valid ISBN or ISSN.

4 Derived Search Key Searching

Type [index label] [derived search key] and press < Enter > (or click Find).

Or

Type [[derived search key] and press < Enter > (or click Find).

Result: The system displays a quickview, truncated, or brief list, or a full record.

Examples:

Searching Hints

• Type the first segment of any access point. Segments following the first are optional, but must include all commas.
• Type the maximum number of characters or fewer in each segment.
• If a word has fewer characters than the maximum for the segment, type the full word.
• Use a circumflex (^) to make the search more specific.
• If the surname is a multiple surname or begins with an article or preposition, treat the surname as a single word.
• If the personal name is a forename only, treat the entire name as a single word.

Stopwords

Do not use the following stopwords in corporate- and conference-name derived search keys:

5 Revise Searches

To revise the search:

1. Type the correct text in the Query box.
2. Choose search.
   • Phrase search: press < Alt >< S > (or click Scan).
   • Numeric or derived search: press < Enter > (or click Find).

6 Review Search History

1. Use one of the methods below:
   • On the Search menu click OCLC Online.
   • On the toolbar click .
   • Press < F2 >.

   Result: The Search OCLC Online dialog box opens.

2. Click History. Result: The list of previous searches appears.

3. Double-click the search you want to repeat. Result: The search appears in the Query box.

4. Revise the search if needed, then press < Enter > (or click Find).

7 Interact with the System

Move Cursor in Variable Fields

Press	Move to
< Home >	The start of the current line.
Arrow keys	One space to the right, left, up or down.
< Ctrl >< >	The start of the next word.
< Ctrl >< >	The start of the previous word.
< Tab >	The start of the next line or subfield delimiter.
< Shift >< Tab >	The start of the previous line or subfield delimiter.
< Enter >	The start of the next line.
< Ctrl >< End >	The end of the variable fields.
< Ctrl >< Home >	The start of the variable fields.
< End >	The end of the current line.

Edit Characters

Insert Characters

8 Navigate Lists

Action	Result
Scroll bar	Display information at top or bottom of screen.
Press < >	Select (highlight) next line of list.
Press < >	Select (highlight) previous line of list.
Click	Select (highlight) any line of list.
Double-click	In Root Index: Display Expanded Index (multiple records retrieved) Display full record (single record retrieved) In Expanded Index: Display full record
Press < Enter >	In Root Index: Display Expanded Index for selected line (multiple records retrieved) Display full record for selected line (single record retrieved) In Expanded Index: Display full record for selected line

9 Edit Records

Fixed field elements

Action	Result
Press < F6 >	Toggle cursor between fixed and variable fields.
Press < Tab >	Move cursor to next editable element.
Press < Shift >< Tab >	Move cursor to previous editable element.
Click fixed-field element	Select any element for editing.
Press < > or Click down arrow	Display list of valid element values.
Press < > then press < Enter >or Click a value	Select desired value.

Variable fields

10 Help system

Access help system

On the Help menu click Index or Contents, or on the toolbar click .

Context-sensitive help

In any dialog box, press < F1 > (or click Help).

11 Export Records

Before exporting you must:

• Select a destination for exported record(s).
  • On the Tools menu click Options>Export Tab.
• Choose either batch or immediate mode.
  • On the Tools menu click Options>Batch Processing Tab.

Export single record

1. Retrieve the authority record you want to export.
2. Use one of the methods below to export the record:
   • On the Action menu click Export.
   • Click on the toolbar.
   • Press < F7 >.

Export from list

1. Retrieve a local file list that contains the records you want to export.
2. Highlight the entries you want to export.
3. Use one of the methods below to export the record:
   • On the Action menu click Export.
   • Click on the toolbar.
   • Press < F7 >.

12 Support

Contact your OCLC regional service provider.