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Mandarin M3^® - Cataloging

Simplify the Maintenance of Records in Your Institution

For catalogers of all levels, beginner to advanced, the Cataloging module simplifies the maintenance of records in your institution. Use it to add, update, and delete records in the Bibliographic, Authority, Holdings, and Patron databases.

The M3 Cataloging module provides a fully functional, powerful MARC editor for all record formats. Whether you're a cataloger who wants to edit directly in the MARC 21 Format, or one who prefers to edit in a labeled display, you can be assured that records in your collection are full, valid MARC records that can be exported and shared with other libraries supporting MARC. All MARC 21 elements including leader, fixed and variable fields, indicators, and subfields are stored and available to catalogers.

The M3 Cataloging module is not only powerful and efficient; it is easy to use. For example, a number of default bibliographic templates are provided for creating records in a variety of material formats such as books, serials, maps, scores, and so on. Entry examples are shown as the cataloger adds or edits a field or subfield. Default templates can be modified and new ones added as needed by your library. Templates with preexisting data can even be created for frequently received materials, to eliminate reentry of standard information in these records.

Authorized users can access the optional Authority Control module through Cataloging to create and maintain MARC 21 Authority Format records and cross references. Bibliographic catalogers can then link name, subject, and uniform title (series) headings to records, enabling fast and consistent Cataloging data entry and OPAC search retrievals.

Cataloging Features

Access to the Bibliographic, Authority (optional), Holdings, and Patron databases through a large variety of indexes
Support of full MARC 21 Format standard for all record types
Quick toggle between MARC tag or labeled field record display formats when editing
Multiple default record templates for print and non-print materials
Powerful editing options, including:
- Ability to find/replace functions for selected records or entire searches
- Ability to cut/copy/paste/delete/move/insert fields and subfields
- Ability to copy records for quick creation of new editions and similar records
Ability to print lists of records or a single record
Ability to link any number of holding records (copies) to a single bibliographic record
Ability to add an "In Process" status for items being cataloged and not yet available
Library can determine fields and subfields included in keyword indexes
Punctuation automatically added per AACR2 and MARC 21 standards
Records automatically added per AACR2 and MARC 21 standards

ValidationPlus (V+)

Mandarin has integrated ValidationPlus (V+), also known as MARC Report, into the Cataloging module. With the click of a button, catalogers can check their records for invalid coding, non-repeatable fields, and obsolete coding, as well as for common cataloging errors.

V+ checks a variety of codes – language, country, geographic area, relator, and more – in both fixed and variable fields. For those times catalogers need to use non-standard coding, V+ tables can be customized for local usage, ensuring consistent and valid MARC record coding.

Import and Export

Cataloging imports Authority, Bibliographic, and Patron records in a variety of data formats: MARC, HTML, delimited, and fixed-width. A High-Speed Import Option is also available if you plan to import more than a few thousand records, this saves you a significant amount of processing time.

With any import option, you can:

Select the records, fields and subfields to import
Specify how fields are displayed
Check for duplicate records
Generate holdings records
Update barcodes

Here's What's New in Version 1.7 SP1

( Current Service and Update Agreement Subscribers Only. Includes Service Pack 2 and Service Pack 3 )

Mandarin M3® is known for its powerful, sophisticated yet simple-to-use features – and now there’s more of the same! If you purchased M3 version 1.6 (or earlier) or if you downloaded a free version of M3 (version 1.6 or earlier), now is the time to upgrade to version 1.7 SP1.

Circulation

The Check Holdings for Reserves feature has been corrected. This feature allows you to create holds for all newly-added and available items, where all pre-existing holdings were on loan and reserved.
If the default loan period extends beyond a global recall date, the global recall date is always used as the due date, even if there is a session-based due date that is sooner than the recall date.
When you search for an item and click the barcode in the results list, the item loads in the item pane, but the transaction does not process.
On Windows Vista, you can search using Search Dialog and select the item (or patron) to load into Circulation.
Windows 2003 (including XP x64) and Windows Vista users no longer receive the “Initialization Failed” dialog during start up.
Various scenarios involving adjusting or overriding bookings when loaning items have been addressed: Adjusted loan overlaps first day of booking; first-created, not first-up booking removed by loan override; more than one booking not handled when a loan overrides more than one booking.
If an overdue item is renewed during the Grace Period, the Overdue Item block message is no longer displayed.
When a Booking is canceled, Circulation no longer sends out the Item Hold email.
Cancel override when doing batch processes (renewal) does not stop the transaction from processing on the first item that triggers the override. Some holds may not appear under Item Transactions, but they do show up under Patron Transactions.
When there are multiple reserves, skipping the patron with the hold and loaning the item to another patron causes the hold to be lost.

Inventory

Inventory now operates consistently on multiple-core CPU’s.

( Does Not Include Service Pack 2 or Service Pack 3 )

This release introduces new features in the M3 Core modules as well as several innovative optional modules, including Syndetic Solutions, MARC Magician integrated with M3 Cataloging, and M3 Pocket Module.

New M3 Core module features are outlined below.

Cataloging

Ability to import pictures and to update patron and item records with these pictures.
Ability to create multiple holdings for a bibliographic record at one time.
When sorting, non-filing characters ("the", "a", and so on) are now ignored.
When creating a new holding for an existing bibliographic record, the prefix (852#k) is now copied into the new holding record.
Ability to tag a block of records in the main Cataloging window by selecting the first record and pressing SHIFT while selecting the last record; this tags all records in between.
The removal of empty fields after saving a record is now optional.

Windows^® OPAC

Ability to view book cover images.
Ability to link to Syndetics Solutions, which allows patrons to view summaries, reviews, and other content data for items in your collection. It also provides cover images for thousands of items. This is available on a subscription basis for an additional charge.
Ability to customize your library name on the main window.br />
Ability to save and print holdings data from the Search Results and Bookbag windows.
Ability to view holdings information in the Bookbag Details window.
In libraries with union databases, local holdings are indicated by a star-shaped Availability and Tagging check box.