Cataloger's Desktop Training & Frequently Asked Questions
TABLE OF CONTENTS
Webinars
- Cataloger’s Desktop 3.0: What’s new -- Presenter: Bruce Johnson
Duration: 48:50
Recording of this session (79.7 mb): This is a very large file and will
run best if you:
* right mouse-click here to
download the file;
* Save Link As ... to your computer; and
* run the file from your computer. DO NOT run this file from the LC web server.
- Cataloger’s Desktop 3.0: Que es nuevo -- Presentora: Patricia Hayward
Duración: 42:25
La grabación de esta sesión (53.2 mb): Este archivo es muy grande y es mejor si Ud:
* haga "clic" con el botón derecho del "mouse";
* Guarda Enlace Como ... a su computador; y
* Ejecutar el archivo de su computadora. NO EJECUTA este archivo directamente del LC web server.
- Account management & Logging in the first time -- Presenters: Bob Berberich & Byron Copley
Duration: 19:13
Recording of this session (19.1 mb): This is a very large file and will
run best if you
* right mouse-click here to download the file;
* Save Link As ... to your computer; and
* run the file from your computer. DO NOT run this file from the LC web server.
- Setting up your Preferences -- Presenter: Colleen Cahill
Duration: 34:20
Recording of this session (56.7 mb): This is a very large file and will
run best if you
* right mouse-click here to download the file;
* Save Link As ... to your computer; and
* run the file from your computer. DO NOT run this file from the LC web server.
- Getting the most out of Search -- Presenter: Joan Weeks
Duration: 38:03
Recording of this session (58.6 mb): This is a very large file and will
run best if you
* right mouse-click here to download the file;
* Save Link As ... to your computer; and
* run the file from your computer. DO NOT run this file from the LC web server.
- Saving Bookmarks and Searches -- Presenter: Joan Weeks
Duration: 30:24
Recording of this session (43.8 mb): This is a very large file and will
run best if you
* right mouse-click here to download the file;
* Save Link As ... to your computer; and
* run the file from your computer. DO NOT run this file from the LC web server.
Powerpoints & Handouts
- Cataloger’s Desktop 3.0: What’s new
- Account management & Logging in the first time
- Setting up your Preferences
- Getting the most out of Search
- Saving Bookmarks and Searches
Report technical problems by emailing CDS at
desktop-info@loc.gov.
Please report textual problems to Bruce Johnson, Cataloger's Desktop product manager.
Quick Tips provide basic coaching in specific, targetted functions and
generally take 2-3 minutes to complete.
Q: Will there be a new URL for the Cataloger's Desktop with the move to a new platform?
A: No. The address will remain the same. desktop.loc.gov.
Q: When Cataloger's Desktop 3.0 version becomes available, will we
automatically receive it as part of our subscription?
A: Yes, when Desktop 3.0 becomes available, everyone will automatically switch over.
It won't affect your subscription or your cost. We will let everyone know well in advance
of the change.
Q: Do we need to download the new version?
A: No download, it will be made available at the same URL you currently use
Q: When will Cataloger's Desktop 3.0 go live? What do we need to do to upgrade?
A: CD3 will go live on Monday morning (Eastern Standard Time), November 2, 2009. The Desktop
Team will be working on Desktop over the preceding weekend.
Q: Are will still restricted to only using IE or Netscape Navigator for Desktop to work properly?
A: No. We've been testing CD3 using 5 different browsers.
Q: If I close the web browser window without logging out of Cataloger's
Desktop, is the session immediately terminated and the access freed for another user?
A: Not immediately. The session is timed out after 60 minutes of inactivity. If you would
like to free up access immediately, you should log out of the session.
Q: Do we still have to disable our pop-up blocker to enter the site?
A: No.
Q: Is there a timeout period? If there is one, how long is it?
A: Yes. The timeout period is 60 minutes.
Q: Will our current bookmarks etc. still appear in the new version?
A: No. Unfortunately the underlying platforms for CD2 and CD3 are entirely different and CD2
bookmarks will not migrate to CD3.
Q: Will CD3 warn you if you have already used the name when you save?
A: No it will allow you to save multiple histories with the same name.
Q: If you've saved a search for yourself, can you re-save it as a shared search?
A: Yes. You can modify the saved search to be shared at a later time.
Q: Do you get the option to edit the bookmark when it is new, or only when it already exists?
A: You can do both.
Q: Can you put a URL in the notes of a bookmark? Say you want to link the bookmark to a local procedure manual.
A: You can put a URL in the bookmark but it does not work as an active hypertext link.
Q: If I share a bookmark with a coworker and the coworker deletes the bookmark, does it delete only from their bookmark list or from mine as well?
A: The co-worker cannot delete your bookmark.
Q: How long does your search history remain available, do they expire after a period of time
A: A saved search history has no expiration date. You may want to consider periodically going through your saved searches and deleting any that no longer meet your needs.
Q: How long does your searched history remain if you didn't save?
A: The history comes from the current session only. When you log in the next time, or when you click the “Start over” icon on the Rail, it will be cleared..
Q: Is there a limit to the number of bookmarks?
A: No, there is no limit.
Q: How does a library share with its staff - by logon, or IP, or is it an administrative setting?
A: They are stored by institution. The institution is assigned when your account is created.
Q: Can you share a bookmark with only specific staff members, or does it share with the entire group?
A: Shared bookmarks will be shared by everyone at your library.
Q: Can you see BOTH personal and shared saved searches at once?
A: The “My items” view shows all of your own items, whether they are shared or not. The “shared view” shows all shared by you or anyone else. The “both” view shows all shared items and personal items that have not been shared.
Q: Does the listing of bookmarks and saved searches default to my personalizations?
A: Yes.
Q: Can the administrator edit or delete a shared bookmark?
A: No.
Q: Will bookmarks be saved with upgrades to Cataloger’s Desktop?
A: Personalizations will be saved with enhancements to the current version of Cataloger’s Desktop (“CD3"). It is unknown what platform will be used several years from now when Cataloger’s Desktop is upgraded in the future.
Q: Regarding Shared Bookmarks, how does a colleague know they have access?
A: If they see it on their list of shared bookmarks, then they can use it. They will not be able to use your personal bookmarks (i.e., those that you have elected to NOT share) because they won’t be on your colleagues’ list of bookmarks.
Q: When you click shared, do you email colleagues that you have created a shared bookmark?
A: No, your colleagues are not emailed.
Q: Do all colleagues at my library see the same Shared list automatically? If someone deletes their copy, it's gone for everyone?
A: Yes, and yes.
Q: If you rename a shared bookmark, is it renamed for everyone?
A: Yes.
Q: If you share bookmarks, can you determine which colleagues you share with, or if you share with one colleague do you have to share it with all?
A: If you elect to share a bookmark, it will be available to everyone at your library.
Q: How does one distinguish shared bookmarks from personal bookmarks in the results when Both has been selected?
A: They will interfile with one another. If it is important to know whether a bookmark is personal versus shared, you should click the radio buttons for those options.
Q: Is there any way yet to sort the Saved Searches, either by title or date? Or is that a feature to come in the next version, as with the bookmarks?
A: We plan on enhancing the personalization features over the next year. Enabling custom sorts and organization of saved searches and bookmarks is on our list of enhancements to schedule.
Q: Can you organize your bookmarks in folders or some hierarchical structure?
A: Not now. This is an enhancement we expect to work on over the coming year.
Q: How are the bookmarks and saved searches listed? A-Z?
A: Currently in the order they were created. We expect to allow subscribers to customize the display order and organization in the future.
Q: I logged on this morning, using my favorites in IE, and left in connected.
Later on this morning, I was told that my IE session was closing down due to inactivity.
When I reconfigured by login yesterday, I did check the automatic connection option.
Should I turn that off?
A: Desktop is set to automatically log you off after 60 minutes of inactivity. During
that time you are tieing up one of your library's simultaneous user licenses. If you are
logged out, or get automatically logged out, and if you have checked the 'Log me in
automatically' checkbox on the login screen, then when you connect to
http://desktop.loc.gov , you go directly into Cataloger's Desktop without needing to key in
your email address and password.
Q: After entering the site with a prescribed (6 character lower/upper/number) password, can we change the password to something else, that is, a non-prescribed password?
A: Yes, you will be prompted to change the password.
Q: Does that auto-login use cookies to remember the log information?
A: Yes.
Q: Do I understand that we need individual login (with our email addresses as the
user name) in addition to the library login?
A: In CD2 if you are currently logging in using a user name and password, you will
log in the first time you come to CD3. Then you will be asked to establish a logon using your
email address as your user name, and a different password from your library's password.
Q: For an option 2 situation, will the library's generic user login work
indefinitely so that different individuals can get their own login set up?
A: Yes, but it will only be good for establishing new, individual logons.
It won't allow you to access the product.
Q: If we think we have used our email address to set our preferences but we do not
receive an initial password, what should we do/
A: Log in using your library's current user name and password. You will be prompted
to set up an account with your email address as your user name, and a password of your
choosing. If you currently access CD2 through IP recognition, you will go directly to a screen
that walks you through the login creation process.
Q: We have 6 staff members but we have site licenses for only 4 simultaneous users. Is this OK?
Will everyone be able to have their own login?
A: Yes. Only 4 will be able to be logged in at one time, but all 6 staff members can have their
own logons. As with CD2, your Desktop session will time out after a period of inactivity so that others
can log into the service.
Q: If my library is authorized 5 simultaneous users, and we have 10 staff members
who use Desktop, will each of the 10 be allowed to register?
A: Yes.
Q: We currently pay for 1-4 users, knowing that we will probably never have more
than 2 simultaneous users; however, we have more than 4 potential users. With individual
logins, do we have to increase the number of users we pay for?
A: No, because you're still paying for the number of simultaneous users, not the number
of logons you have.
Q: Is there a charge for each individual logon?
A: No.
Q: Our library has 4 simultaneous users. Each time a user logs in with the library
user name and password, They will put in their own email and password and set their own
preferences?
A: Yes. They will prompted to enter their email address and password.
Q: With CD2 our logon was based on IP, and we automatically logged on without anyone needing to know a user name or password. How will the new individual logons work and affect our simultaneous user count?
A: Each user will create their own individual logon and will be able to check a box on the logon page to automatically log on from that point forward.
Q: What about people who use an institutional or shared login? Will we still be able to set
individual preferences?
A: You will create a personal login the first time you use the product, and your preferences
will be maintained with that new personal login.
Q: If this is an account shared by multiple users of the institutional account, can they be
different for individuals with different needs?
A: Each user will set up his/her own unique login that carries their preferences.
Q: Will the information stored in the CD2 account administrator section of
preferences be carried over?
A: Yes
Q: Will our institutional user name and password still work? Or will it be changed?
A: It will be carried forward, i.e. it will not be changed.
Q: What is the administrative record and how do we get to it to change it?
A: Your account administrator knows about it and knows how to update it.
Q: If the library is an option 2 situation where there is an administrator
password, does the administrator use their administrative password or the general password
given to other users?
A: The administrator password is for administering the subscription account.
The general password will be used for setting up individual logons.
Q: If a staff member leaves, how does the account administrator remove them from
the system?
A: The Library Administrative page allows for multiple staff to have administrative rights.
Q: Isn't an individual login used to renew the Cataloger's Desktop subscription?
A: No, your account administrator has an administrative logon which is used for all
account administration activities. Individual logons will not be able to log into your Desktop
account subscription information.
Q: Will our current institutional logins become defunct at some point?
A: The administrative logons that are used to view your subscription account will not
be replaced. What is changing is the logons being used to access the service.
Q: Are we supposed to re-enter anything?
A: No. You would only change your personal preferences.
Q: What will the account be able to do in the new environment?
A: The same basic functions will still exist.
Q: Can one login email address be used simultaneously by more than one user?
A: No.
Q: Can logins be based on anything other than an email address? For example: student01, student02, etc.
A: No. We are only allowing for logons associated with email addresses.
Q: Our library currently uses IP bypass for log-in. Are we allowed an unlimited
number of user names and passwords, or will the first person who logs in determine what
the user name and password is for the entire institution?
A: You are allowed to have an unlimited number of individual logons. Of course, you
will only have a certain number of simulteneous logons.
Q: We authenticate by IP address. For a new user, I simply add the IP. What do I
do for a new user in CD 3.0?
A: You will add the IP to the administrative record. Then, when they log in the 1st
time they will follow the instructions outlined as Option 3
Q: We use IP autologin...in an academic institution, where Library students are using in class...so users vary each day...with a limited no. of simultaneous users. So how does this work in this situation?
A:
Q: Can we request IP access for the whole library or does each pc IP have to be identified?
A: That's your option. Wildcards in IP addresses can be used to accept ranges of computers.
Q: Will CD3 still open in a separate window than the log in screen?
A: No. CD3 will only require a single browser instance.
Q: May I change the font size for the desktop.
A: You can change the font size of CD3 in Firefox and IE. This is a function of the
browser, not the program.
In Firefox:
* If your mouse has a wheel on it, you can increase/decrease the text size by holding
down the control key and turning the wheel.
* Another method is to hold down the control key and press the "+" or "-" keys; the font
will shrink or grow as needed; press Cntl-0 to return to default size
* A third method is to click on "View" from the title bar, then "Text size" and the
choices are there
In IE:
* The Mouse wheel and title bar "View" options work; Cntl and + or - do not
On the MAC:
* Has same "View--Text Size" options, and uses command key for some browsers in place of
control.
See http://www.w3.org/WAI/changedesign
for a nice table of these options.
Q: Why are A2 and DACS listed as "LC resources"? What was the rationale?
A: These are core cataloging resources that are widely used as LC. Many catalogers see the "LC resources" filter as a way to look at core cataloging resources being used by LC catalogers.
Q: What are the gray buttons that say "AMIM" or "GM"? What are the grey buttons with blue acronyms?
A: These buttons link to parallel sections of other cataloging resources. "AMIM" is the acronym for "Archival Moving Image Materials;" "GM" is short for "Graphic Materials."
Q: I have a section of a resource displayed in the Document pane and would like
to print only a portion of that section. How do I do that?
A: Select (block) the section you want to print, then right mouse-click on this selection.
This will give you a context-sensitive menu. Select the Print option. In the resulting
Print dialog box check the Selection box under Page Range and then click the
Print button.
Q: Is it possible to view more than one resource within a single
Cataloger's Desktop session?
A: Yes. Open the first resource to the location you want to consult and then
click the "Open current document in new window" icon in the
upper left corner of the toolbar. This will open a new browser instance with your
selected resource. You can now return to the main Cataloger's Desktop session and
select a second resource that you can simultaneously consult with the previous resource.
Windows shortcut key commands (such as Alt-Tab) will help you navigate
from one resource to another.
Q: If you hover over an icon, does it tell you what its function is?
A: Yes, there are popup tags for all icons.
Q: Will RDA (once it is published) be included in Desktop?
A: The Library of Congress is in discussions with the publishers of RDA with the goal of
including RDA in Cataloger's Desktop. The discussions are moving forward, but have not yet been
finalized. LC's goal is to enable Desktop subscribers to access RDA from within Cataloger's Desktop.
Q: I noted Classification Web in the TOC. Is Class Web accessible for free or by subscription?
A: Class Web is only accessible by subscription. If you have a Class Web login, you will be able
to access it from within your Cataloger's Desktop session.
Q: If I want to use Classification Web from within Cataloger's Desktop, will I still have to
sign into Class web after logging on to Cataloger's Desktop?
A: Yes.
Q: Will you embed MARCEdit with CD3?
A: No one has ever asked about MARCEdit before. If you see cataloging-related resources that
you would like to see added to Cataloger's Desktop, email your ideas to Bruce Johnson.
Q: Are my preferences are linked to my sign-on, rather than to my computer?
A: Yes.
Q: Is there a way to set a default so that you never get resources in languages other than English?
A: Yes. When you set your preferences you will have to select at least one language of resources you want to routinely consult. You can specify more than one language, but you will only see resources in the languages you select.
Q: Is there a way to set a preferred set of resources to be visible institution wide?
A: No. That isn't possible. If that is important to have that functionality, please email
Bruce Johnson.
Q: Will the preferences have a default assigned when a user first logs into the 3.0 version?
A: The subscriber will be lead through a preferences wizard the first time they log in.
There are defaults for most of the preference values.
Q: What is the "Restore the default settings" button used for in the Preferences menu?
A: This returns your preferences to any default values stored in the system. Not all categories
have default values.
Q: After I choose the resources I want to show up in My Resources, will I be able to see
resources I left out when I do searches, or when I use the features like I want the resources that
deal with music cataloging?
A: You can only see the resources that have been 'left out' by going back to the Preference
setting screens. This is set up this way because most subscribers prefer to not see resources that they
are not interested in.
Q: Can you leave some of the configuration sections blank (e.g. classification scheme)?
A: Yes.
Q: Do I understand that we have to reset our Preferences as we will have to reset Bookmarks?
Nothing personal/individual migrates, yes?
A: Yes, that is correct. The old and new platforms are radically different and old settings
won't carry forward to the new one.
Q: If you check nothing in the Desktop Configuration, what happens with your TOC?
A: Your selected resources will be a list of about 240. Most subscribers will find that their searches
will be much better focused if they make selections in Desktop Configuration.
Q: Can a user create multiple toc lists (like one for books and a second one for visual
materials)? Or are you limited to just one my resources?
A: A subscriber can only have one set of preferred resources per login. There's nothing that will
stop her/him from setting up more than one login, but any bookmarks, saved searches, or saved sessions
will only be available if they are saved as "Shared" customizations.
Q: Can you search words close to one another. For example Cataloger* and Judgement within 5 words?
A: You can search for terms close to one another, but you can not limit that search to specific proximity parameters (such as ‘within 5 words’)
Q: Can you perform a search term with a wildcard symbol (like an asterisk) in a word?
A: Yes the asterisk wildcard is supported
Q: Is there a limit to the number of saved searches?
A: There is not a hard limit however you will find them less useful with vast numbers of saved resources.
Q: If you don't choose a resource in the TOC, what are you searching?
A: Cataloger’s Desktop defaults to searching whatever you are currently displaying in the TOC. “My Resources” is the default if you have not changed it.
Q: I don’t know how to search within a single document.
A: The quickest way to go about that is to select (click or check) the checkbox on
the left-hand end of the document’s Table of Contents (TOC) listing.
You can choose 1 or more subsections of the document by expanding the top level listing and
then selecting each section you want to search.
Q: Will my preferred resources be searched if I use the search box (assuming that I haven't
selected some other subset?
A: Yes.
Q: Can you add single resource to, for example, the Cartographic materials quick filter?
A: No.
Q: Should you always use quotes?
A: You should enclose more than a single keyword in quotes if you want to do a ‘phrase’ search, that is to say, all of the words searched together in sequence.
Q: Will Desktop retrieve "catalog" if you search "catalogue"?
A: Yes.
Q: With the catalog/catalogue period/full-stop searches, does it work vice versa? That is, if you search on ""catalogue"" or ""period"", will it be the same number of hits as ""catalog"" and ""full stop"" respectively?
A: Yes, we are using several different thesauri to establish bi-directional linguistic equivalents. If you are aware of additional instances that we should add to our dictionary that you believe is not currently included, please email Bruce Johnson bjoh@loc.gov to have it added.
Q: Is there a publically available list of synonyms that Search treats as equivalents?
A: It is not publicly visible. That said, if you would like to suggest synonyms, we will be glad to add them to the synonym dictionary. Send your suggestions to Bruce Johnson at bjoh@loc.gov .
Q: The search looks like it treated the words accompanying and material separately even though you had them in quotes in the search.
A: It DID find all instances of either word within a document, but it's only pulling up documents that have these words in sequence.
Q: What is the difference between results and hits? In the context of the toolbar over the document pane, the icons with pages and arrows and the those next to it with arrows coming out of little yellow boxes.
A: Results refers to the next document with hits. Hits refers to hits within a single document. So, for example, a search for the term title may have several 'hits' within a single document.
Q: Can we still search by MARC tag?
A: Yes. You can currently search them using the search box and limiting the search to a given MARC resource. We will be adding a MARC tag search to the ‘Quick Tips’ fly-out soon.
Q: Will RDA be available in Cataloger’s Desktop?
A: LC is in discussions with RDA’s publishers with the goal to incorporate RDA into Cataloger’s Desktop. LC understands that Desktop subscribers prefer to use RDA within Desktop, and the discussions are directed towards that end. LC and RDA’s publishers will announce when an agreement has been worked out.
Q: Can you open things like Class Web in a second window/tab?
A: Yes. Click on the left-most button on the toolbar.
Q: I see that there is access to LC Class Web
A: Yes, but your library has to subscribe to Class Web separately.
Q: But you still have to log into Class Web IN ADDITION TO being logged into CD3, right?
A: If your library has a subscription to Class Web, you can open Class Web to the auto-login page, so there actually is no manual login.
Q: If I enter a search and I'm not sure in what resource hold the answer I need, should I go to Quick Filter and select "All Resources" before executing the search?
A: Yes.
Q: Is there still an advanced search window?
A: No. The function that Advanced search filled is being filled by a greatly enhanced basic search with facetted drill-downs, as well as the "Quick Task" fly-out.
Q: Do the search results (‘hits’) appear in the hit list in alphabetical order of the resource title?
A: No. CD3 employs search weighting, giving certain very important resources (like the MARC formats, the Subject Headings Manual, the LCRIs, and AACR2) higher relevancy ranking as compared to more specialized or narrowly-focused audience resources.
Q: What is the last icon on the right of the toolbar? It looks like a highlighter pen. What does it do?
A: Yes, that toggles the hit highlighting on and off.
Q: The magnifying glass in the rail only shows your hit list from your most recent search?
A: Yes, that is correct.
Q: It seems that the Quick Filters and Quick Tasks fly-outs are used as an ‘alternative’ to the Find search, not ‘with‘ the Find Search?
A: No, you can use them to redirect/re-filter a search you've already done.
Q: When you roll over hits in the Search results pane on the left, you get that summary/excerpt cloud. Is that only if you have selected tips to display in our preferences or will it do it even if you have not selected tips to display?
A: You get that summary/excerpt cloud either way. Tips refer to help that you get when mousing over any of the function keys or input boxes (like the search box).
Q: In the Drill Down fly-out, why is it that sometimes there is a Keyword field given and sometimes there are only Source, Group, Language & Field but NO Keyword option?
A: It depends on what is available in the documents in the current list of results.
Q: May I retrieve my search history?
A: You can save any search or series of operations for later consultation. You DO have to save a search if you want to be able to consult it later.
Q: Could you say more about being able to search local cataloging manuals?
A: This is an enhancement that we will be implementing within the next 18 months. Briefly, we will give each institution the ability to incorporate local content into their Cataloger's Desktop work environment. You will designate what you want our crawler to index, and it will become like any other Cataloger's Desktop resource ... except that it will only be available to users from your library. We anticipate that we will be limiting the amount of storage each library will be able to index as a part of their subscription.
Q: Regarding federated searching...is a user able to combine searching for both AACR2 and metadata?
A: Yes. The idea behind federated searching is to enable the user to conduct a search of web-based resource that have their own native search engines within the context of a single, unified search environment. A good example of this would be to enable the subscriber to search the roughly 1 dozen thesauri currently in Cataloger's Desktop (and which originate from several different sources) within a single search session.
Q: Could you explain a little more about synchronization of TOC?
A: This allows you to see the context of the document you are viewing in the table of contents. If you have used search, or a shared bookmark etc. to view a document for example.
Q: If you click the Table of Contents icon in the left rail, will it retain your Preferences view or will it give a full list of resources?
A: It will maintain your current context. If you most recently were viewing all content, you will continue to view all content. If you were most recently viewing your resources, you will continue to view your resources. ""My Resources"" is the default for the TOC Filter.
Q: I would like to register for one of the later webinars but I have a commitment at the time it is being offered. How can I hear what is said?
A: We will be making recordings of each webinar available for download.
Q: Hi can you show me again where can I find your powerpoints or a recording of a webinar?
A: All Desktop training materials are available at http://www.loc.gov/cds/desktop/web-faqs.html
Q: Will the Webinars be repeated or made available at a later date?
A: We will be posting recorded versions of the Webinars within 72 hours after the initial
'live' delivery.
Q: Would you know if we could access the webinars using microsofts livemeeting?
A: We are using GoToMeeting which is a Citrix product. We do not know how you
would use Livemeeting to access this presentations.
Q: I like the topics for the webinars, but are they webinars free?
A: Yes, all of our webinars are free.
Desktop Discussion List (Listserv)
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