B1. Voyager Workflow and Default Settings for Periodicals

Aquisitions Module

1. Enter Voyager
   1. Double click on the Acquisitions icon
   2. Enter your Operator Id and Password in lower case
   3. Click on LND Serials and then click on OK
2. Set your workflows
   1. Click on the Set Workflows icon in your toolbar
   2. Click on the Searching tab
   3. Click on the down arrow at the right end of the Line Items box, scroll down, and select Bibliographic Info from the list
   4. Click on the down arrow at the right end of the Orders box, scroll down, and select Bibliographic Info from the list
   5. Towards the bottom of the Searching tab, check the two boxes that read Retain last search and Automatic truncation for non keyword searches
   6. Click on the Apply button
   7. Click on the OK button
3. Set your defaults
1. Click on the Set Defaults icon in your toolbar
2. Click on the Purchase Order tab
   1. Set Order Site, Ship To, and Bill To to read LND Serials by clicking on the down arrow at the right end of each box and selecting LND Serials from the list
   2. Set the Vendor Code to Ebsco by clicking on the down arrow at the right end of the box and selecting LN-EBSCO from the list [Note: Set the default to blank when working with titles from a number of venders; set to a particular vendor when working with a number of titles from one vendor]
   3. Go down to the Currency box and select USD
   4. Go down to the Order Type box, click on down arrow at the right, and select Continuation from the list
   5. Click on the OK button. Keep in mind that your workflow and default selections will stay on your workstation from session to session until you change them.
3. Click on the Line Item/Copy Funds tab
   1. Set Intended Location to LND Library Periodical by clicking on the down arrow at the right end of the box and selecting LND Library Periodical from the list
   2. Go down to the # of Copies box and enter 1 (number one)
   3. Set the Ship to box to read LND Serials by clicking on the down arrow at the right end of the box and selecting LND Serials from the list
   4. Set the Fund box to a serials fund code that you expect to use multiple times.
   5. Note: If any of the required fields are not set (including the Fund box), then the defaults for the Line/Item/Copy Funds do not always work. Choose a fund you will use frequently and then update it in the PO as necessary. Or set no defaults for the Line Item/Copy Funds tab and manually fill in all the fields.
4. Click on the Line Item tab
   1. Set Reference # Qualifier to Agent's subscription identifier (SNA) by clicking on the down arrow at the right end of the box and selecting Agent's subscription identifier (SNA) from the list
5. Defaults may be modified as necessary depending upon your task, vendor, type of material, location, etc. Try to group work so that default settings are useful (i.e., work on titles from a particular vendor or for a particular location (or both!) when possible)

Cataloging Module

1. Enter Voyager
   1. Double click on the Cataloging icon
   2. Enter your Operator Id and Password in lower case
   3. Click on LND Library Cataloging and then click on OK
2. Set options (note: these options are aimed at periodicals, not classified serials)
   1. Click on Options in the task bar
   2. Click on Preferences
   3. General tab
      1. Holdings/Item default location: LND Library Periodical
      2. Call Number Hierarchies: Other
      3. Bibliographic Import/Replace Profile: OCLC Add Conditional
      4. Authority Import/Replace Profile: can leave blank
      5. Click on (so it is checked): Add a subfield 'a' to a new field
      6. Click on (so it is checked): Display MARC Views maximized
   4. Validation tab
      1. Click on (so it is checked): Bypass MARC Validation
      2. Click on (so it is checked): Bypass Authority Control Validation
   5. Work Flow tab
      1. Click on (so it is checked): Retain last search
      2. Click on (so it is checked): Automatic truncation for non keyword searches
      3. Click on (so it is checked): Display bibliographic record directly if search results in only one title
      4. Click on (so it is checked): Display item record directly if item retrieve results in only one item
      5. Click on (so it is checked): Check for Duplicate Item Barcodes
   6. Item Defaults tab
      1. Item Type: LNPERNC
   7. Folders/Files tab
      1. Folders/Template: C:\Voyager\Catalog\Template\
   8. Mapping tab
      1. Expected Character Set of Imported Records/Local import: OCLC
   9. Colors/Fonts tab
      1. Fonts: change to size 10 or 11
      2. Colors: Background and font colors may be set to whatever combination you desire. This affects only your computer