Plugins de catalogage (assistants de saisie)

Avec les assistants de saisie, vous pouvez améliorer votre catalogage avec des fonctionnalités supplémntaires comme la validation, la création de lien, la génération automatique de nombres etc.

Un assistant de saisie est un script perl qui, à l’intérieur d’une grille de catalogage MARC, est lié à un sous-champ particulier de notices bibliographiques, d’autorités, d’exemplaires.

Note

Les plugins de catalogage ne doivent pas être confondus avec les plugins Koha

Configuration

Aller à : Administration > Grilles de catalogage MARC

Afin d’utiliser un assistant de saisie dans vore grille de catalogage MARC, allez dans Administration > Grilles de catalogage MARC puis dans la structure MARC de la grille souhaitée.

Cherchez ou naviguez jusqu’à un champ et choisissez “Modifier les sous-champs” de son menu “Actions”. Allez à l’onglet du sous-champ et choisissez l’option pertinente dans la liste « plugin ».

Exemple

Ajouter l’explorateur de cote à l’éditeur d’exemplaires :

  1. Dans votre grille de catalogage, allez au champ 952 et modifiez le sous-champ o.

  2. Choisissez cn_browser.pl dans la liste “Plugin”.

  3. Enregistrez vos modifications.

Signaturenbrowser in Unterfeld o von Feld 952 anschließen

Assistants de saisie par défaut pour MARC21

Ces assistants de saisie sont déjà intégrés à la grille de catalogage par défaut en MARC21.

Pour accéder à un assistant de saisie à partir de l”éditeur simple, cliquez sur l’icône à droite du champ.

Leader (bibliographic record)

L’assistant de saisie du label est lié au champ 000 dans toutes les grilles de catalogage MARC21 par défaut.

Assistant de saisie du label MARC21 pour les notices bibliographiques

The values in this builder are based on the leader values in MARC21 (bibliographic).

  • 00-04 - Record size: this will be filled automatically by Koha.

  • 05 - Record status: in new records, this will be set to “n - New” by default.

  • 06 - Type of record: in new records, this will be set to “a - Language material” by default.

  • 07 - Bibliographic level: in new records, this will be set to “m - Monograph/ item” by default. Some features in Koha, such as item bundles, analytics and CheckPrevCheckout might depend on having a different value here.

  • 08 - Type of control: in new records, this will be set to “# - No specific type” by default.

  • 09 - Character coding scheme: records in Koha are always in Unicode.

  • 10-16 - Indicator/subfields/size: this will be filled automatically by Koha.

  • 17 - Encoding level: in new records, this will be set to “7 - Minimal level” by default.

  • 18 - Descriptive cataloging form: in new records, this will be set to “a - AACR 2” by default.

  • 19 - Multipart resource record level: in new records, this will be set to “# - Not specified or not applicable” by default.

  • 20-24 - Entry map & lengths: this will be filled automatically by Koha.

Leader (authority record)

L’assistant de saisie du label est lié au champ 000 dans toutes les grilles de catalogage par défaut des autorités en MARC21.

Assistant de saisie du label MARC21 pour les notices autorité

The values in this builder are based on the leader values in MARC21 (authority).

  • 00-04 - Record size: this will be filled automatically by Koha.

  • 05 - Record status: in new records, this will be set to “n - New” by default.

  • 06 - Type of record: this will be set to “z - Authority data”.

  • 07-08 - Undefined character positions

  • 09 - Character coding scheme: in new records, this will be set to “a - UCS/ Unicode” by default.

  • 10-16 - Indicator/subfields/size: this will be filled automatically by Koha.

  • 17 - Encoding level: in new records, this will be set to “n - Complete authority record” by default.

  • 18-19 - Undefined character positions

  • 20-24 - Entry map & lengths: this will be filled automatically by Koha.

006 (bibliographic record)

The 006 value builder is linked to the 006 MARC field in all the default MARC21 bibliographic frameworks.

Assistant de saisie de la zone MARC21 006

The values in this builder are based on the 006 field values in MARC21.

  • Type of material: this value will change the fields and options below, since elements in 006 are defined by type of material. In new records, this will be set to “BKS - Books” by default.

  • 00 - Form of material: the default value and options here will depend on the type of material above.

The rest of the values are the same as 008/18-34, see the description below.

007 (bibliographic record)

The 007 value builder is linked to the 007 MARC field in all the default MARC21 bibliographic frameworks.

Assistant de saisie de la zone MARC21 007

The values in this builder are based on the 007 field values in MARC21.

  • Material type: this value will change the fields and options below, since elements in 007 are defined by type of material. In new records, this will be set to “Text” by default.

008 (bibliographic record)

The 008 value builder is linked to the 008 MARC field in all the default MARC21 bibliographic frameworks.

Assistant de saisie de la zone MARC21 008

The values in this builder are based on the 008 field values in MARC21 (bibliographic).

  • Type of material: this value will change the fields and options below, since elements in 008 are defined by type of material. The default value depends on the value in leader/06 (as well as the value in leader/07 in some cases).

    leader/06 value

    leader/07 value

    008 Type of material

    a - Language material

    a - Monographic component part

    BKS - Books

    b - Serial component part

    CR - Continuing resources

    c - Collection

    BKS - Books

    d - Subunit

    BKS - Books

    i - Integrating resource

    CR - Continuing resources

    m - Monograph/Item

    BKS - Books

    s - Serial

    CR - Continuing resources

    c - Notated music

    MU - Music

    d - Manuscript notated music

    MU - Music

    e - Cartographic material

    MP - Maps

    f - Manuscript cartographic material

    MP - Maps

    g - Projected medium

    VM - Visual materials

    i - Nonmusical sound recording

    MU - Music

    j - Musical sound recording

    MU - Music

    k - Two-dimensional nonprojectable graphic

    VM - Visual materials

    m - Computer file

    CF - Computer files

    o - Kit

    VM - Visual materials

    p - Mixed materials

    MX - Mixed materials

    r - Three-dimensional artifact or naturally occurring object

    VM - Visual materials

    t - Manuscript language material

    BKS - Books

008 (authority record)

The 008 value builder is linked to the 008 MARC field in all the default MARC21 authority frameworks.

Assistant de saisie de la zone MARC21 008 pour les notices autorités

The values in this builder are based on the 008 field values in MARC21 (authority).

Autres assistants de saisie par défaut

As well as the default value builders for specific MARC fields, there are other cataloging plugins that are linked to fields by default in Koha.

Code à barres

This value builder is the plugin linked to the barcode field in all default MARC bibliographic frameworks ( 952$p in MARC21 or 995$f in UNIMARC) by default.

It is used by the autoBarcode system preference. If the preference is set to a barcode format, the barcode value builder will generate a barcode automatically when the user clicks in the barcode field.

You can alternatively use the optional manual barcode value builder instead of this default one.

Date of acquisition

This value builder is the plugin linked to the date of acquisition item field in all default MARC bibliographic frameworks ( 952$d in MARC21 or 995$5 in UNIMARC) by default.

This simply enters today’s date when the user clicks in the field.

Assistants de saisie optionnels

As well as the default value builders for specific MARC fields or other fields, there are other cataloging plugins that can optionally be added to MARC frameworks to help with various tasks when cataloging records.

Manual barcode

This value builder is an optional alternative to the Barcode value builder. It does the same thing, but the barcode is only generated when the user clicks on the ellipsis (…) next to the barcode field.

It can be used in libraries that don’t necessarily want a barcode generated automatically for all items.

Pour utiliser cet assistant de saisie au lieu de l’assistant de saisie du code à barres usuel,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the barcode tab (“p” in MARC21, or “f” in UNIMARC)

  • Under “Other options” choose “barcode_manual.pl” as the plugin

  • Click “Save changes”

Call number (sequential, 4 characters with prefix)

This value builder can optionally be used to create in-house sequential alphanumeric call numbers.

You must supply a letter prefix (of any length), followed by an empty space and an alphanumeric number. The alphanumeric number is 4 characters long, and is either a letter or number sequence, which is then appended by 1, 2, 3, etc.

If the input is not in this exact format, nothing will be generated.

Here are some examples of values that will trigger a call number generation:

  • AAA 0 returns first unused number AAA 0xxx starting with AAA 0001

  • BBB 12 returns first unused number BBB 12xx starting with BBB 1201

  • CCC QW returns first unused number CCC QWxx starting with CCC QW01

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the call number tab (“o” in MARC21, or “k” in UNIMARC)

  • Under “Other options” choose “callnumber-KU.pl” as the plugin

  • Click “Save changes”

To generate a call number, type the prefix, space and start of the sequential number in the call number field, then click the ellipsis (…) next to the field. The call number will be generated according to the pattern supplied.

Call number (sequential digits with prefix)

This value builder can optionally be used to create in-house sequential numeric call numbers, with or without a letter prefix.

You must supply a letter prefix (of any length). The plugin will append an incremented number to the prefix.

For example, if the highest call number with the prefix « PREFIX » is « PREFIX 5236 », the next « PREFIX » call number to be generated will be « PREFIX 5237 ».

If you leave the field empty, a simple incremented call number is generated.

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the call number tab (“o” in MARC21, or “k” in UNIMARC)

  • Under “Other options” choose “callnumber.pl” as the plugin

  • Click “Save changes”

To generate a call number, type the prefix, then click the ellipsis (…) next to the field. The call number will be generated according to the pattern supplied.

Callnumber browser

This plugin can be optionally used to browse the call numbers directly from the item editor.

Clicking the ellipsis (…) next to the call number field will open a pop-up window with a search form.

Fenêtre pop-up de l'explorateur de cote, avec un champ pour rechercher la cote et un menu déroulant pour choisir le schéma de classification.

If you type in a call number and click the ellipsis, the search form will be prefilled with the call number.

In the results, a thin green line indicates where the searched call number would be in the sequence.

Fenêtre pop-up de l'explorateur de cote, pour une recherche de 822.33 S dans le schéma Classification Décimale Dewey. Les résultats affichent 15 titres avec des cotes allant de 822.33 H521 à 822.33 HEN, et une mince ligne verte indiquant où serait 822.33 S, suivis de plus de résultats avec les cotes 822.33 SHA.

If the call number exists, the results will show in red.

Fenêtre pop-up de l'explorateur de cote, pour une recherche de 822.33 HEN dans le schéma Classification Décimale Dewey. Les résultats affichent des cotes de titres précédant 822.33 HEN, et ceux ayant pour cote 822.33 HEN sont en rouge.

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the call number tab (“o” in MARC21, or “k” in UNIMARC)

  • Under “Other options” choose “cn_browser.pl” as the plugin

  • Click “Save changes”

Stocknumber (library code)

This plugin can optionally be used to generate an incremented inventory number, prefixed by the library code.

For example, if the library code is CPL, the stocknumbers will be generated as CPL_1, CPL_2, CPL_3, etc.

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the inventory number tab (“i” in MARC21, or “j” in UNIMARC)

  • Under “Other options” choose “stocknumber.pl” as the plugin

  • Click “Save changes”

When cataloging an item, click the ellipsis (…) next to the inventory number field. If there are no inventory numbers yet, only the prefix will be generated (CPL_ for example). If there are already inventory numbers, it will take the largest one and add one increment.

Stocknumber (10 digits with prefix)

This plugin can optionally be used to generate a 10-digit incremented inventory number, with a custom prefix.

For example, if the last inventory number is “CAT 0000001456” the next “CAT” inventory number will be “CAT 0000001457”.

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the inventory number tab (“i” in MARC21, or “j” in UNIMARC)

  • Under “Other options” choose “stocknumberam123.pl” as the plugin

  • Click “Save changes”

When cataloging an item, type the prefix and click the ellipsis (…) next to the inventory number field. It will take the largest number with the same prefix and add one increment.

Stocknumber (10 digits with pre-determined prefix)

This plugin can optionally be used to generate a 10-digit incremented inventory number, with a custom prefix from an authorized value category.

For example, if the last inventory number is “CAT 0000001456” the next “CAT” inventory number will be “CAT 0000001457”.

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the item field (952 in MARC21, 995 in UNIMARC)

  • Click the inventory number tab (“i” in MARC21, or “j” in UNIMARC)

  • Under “Other options” choose “stocknumberAV.pl” as the plugin

  • Click “Save changes”

In order to use this value builder, you need to create an authorized value category called “INVENTORY”.

Then, add authorized values like so:

  • Authorized value: enter the prefix you want for your inventory numbers (uppercase or lowercase).

  • Description: enter the first value for your number. For example, if your prefix is “CAT” and you want your first inventory number to be “CAT 0000001457”, enter “1456” or “0000001456” in the authorized value description.

  • Description (OPAC): leave empty.

When cataloging an item, type the prefix and click the ellipsis (…) next to the inventory number field. It will take the largest number with the same prefix and add one increment. If you type an invalid prefix, it will not generate any number.

Upload

This plugin can optionally be used to upload files (with the upload tool) directly from the cataloging editor and automatically link the file in the field. This is useful to attach files to records (most commonly used with the $u subfield of the “electronic location and access” field - 856 in MARC21 or 256 in UNIMARC).

Pour utiliser cet assistant de saisie,

  • Go to Administration > MARC bibliographic frameworks

  • Click Actions > MARC structure next to the framework to edit

  • Click Actions > Edit subfields next to the link field (856 in MARC21, 256 in UNIMARC)

  • Click the “u” tab

  • Under “Other options” choose “upload.pl” as the plugin

  • Click “Save changes”

To attach files to records when cataloging,

  • Click the “Upload” button next to the $u subfield.

    Vue du champ MARC21 856 dans l'éditeur simple, avec un bouton de téléchargement à côté du sous-champ $u

  • Click the button to choose a file from your computer.

    Fenêtre pop-up de téléchargement d'un fichier vers une notice bibliographique

  • Click “Upload”.

  • Click “Choose”.

    Fenêtre pop-up de téléchargement d'un fichier montrant le fichier téléchargé ainsi que trois boutons : Choisir, Télécharger, Supprimer

The link to the file will be automatically entered in the subfield.