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Cataloger's Desktop Training & Frequently Asked Questions

TABLE OF CONTENTS

Training Workshops

  • 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.

Manuals, Powerpoints, & Handouts

Quicktips

Flash-based - allow popups from this site as well as accept any Java applets that need to run


Reporting problems

Report technical problems by emailing LC at desktop-info@loc.gov.
Please report textual problems to Bruce Johnson, Cataloger's Desktop product manager.


Q & As

RDA

Checkmark To access RDA from within Desktop, you must also have an RDA account. Subscribe to RDA Toolkit. Once you have a subscription to RDA Toolkit, follow the directions in Getting started with RDA Toolkit in Cataloger's Desktop
Checkmark If your library has IP recognition access to RDA Toolkit, supply the following values in your Cataloger's Desktop General Preferences:
RDA Username: ip
RDA Password: [blank] (i.e., leave this box blank)
See http://www.loc.gov/cds/desktop/training/6-RDA.pdf for instructions in how to input this information.
Checkmark If you input your RDA Username and RDA Password in Cataloger's Desktop Preferences, but are asked to log in again when you try to view RDA, you are experiencing a known RDA bug. Some web browsers (including all web browsers as LC) prevent opening RDA from within Cataloger's Desktop. The developers of RDA plan to address this bug soon. In the meantime, follow the procedure outlined in Getting started with RDA Toolkit in Cataloger's Desktop to resolve this. RDA login
Checkmark If you set up your RDA access within Cataloger's Desktop so that it opens within Desktop, and not as a new window, this is how you can change it so it opens in a new window:
Open Cataloger's Desktop General Preferences and select the Open RDA outside of Cataloger's Desktop radio button at the bottom of the screen.
Checkmark If you set up your RDA access within Cataloger's Desktop so that it opens within Desktop, but when you select a section of RDA and it does not display (i.e., the document pane is blank), the browser is preventing RDA from displaying. This is caused by a security mismatch between Desktop (which has a secure login) and RDA Toolkit (which does not.) If you experience this problem, follow the directions found here.
Checkmark If you search RDA from within Cataloger's Desktop and the hits are not being highlighted, please be aware that this is a known bug that is currently being addressed.
Checkmark There will not be a Cataloger's Desktop-RDA Toolkit bundled price. Subscriptions to the two different subscription services are independent of each other, published and maintained by two different organizations, with no package subscription available.

Because Cataloger's Desktop and RDA Toolkit are two entirely separate subscription services, you do not need to have the same number of concurrent users in each product. If you have 1 concurrent user for Desktop, however, then only the one person at a time who is using Cataloger's Desktop will be able to access the RDA Toolkit through Cataloger's Desktop.
Checkmark It is possible to search RDA and LCPS by using AACR2 rule numbers. Simply type the AACR2 rule number into the searchbox and enclose it in quotation marks (e.g. "1.1B1") and then click the Find button next to it. To limit the search to just RDA or LCPS, select the checkbox in the table of contents next to the resource(s) you wish to search before clicking the Find button.

AACR2

Checkmark After March 31, 2013, you will have to subscribe to RDA Toolkit to continue to access AACR2 from within Desktop. Subscribe to RDA Toolkit. Once you have a subscription to RDA Toolkit, follow the directions in Getting started with RDA Toolkit in Cataloger's Desktop
Checkmark There will be no Cataloger's Desktop-RDA Toolkit bundled price. Subscriptions to the two different subscription services are independent of each other, published and maintained by two different organizations, with no package subscription available.
Checkmark After March 31, 2013, if you have a subscription to RDA Toolkit you will continue to be able use Cataloger's Desktop to access AACR2. On the other hand, after that date if you search AACR2 from within Cataloger's Desktop and you do not have a subscription to RDA Toolkit, you will be referred to the RDA Toolkit website for ordering information..
Checkmark If you set up your RDA Toolkit access within Cataloger's Desktop so that it opens within Desktop, but when you select a section of AACR2 and it does not display (i.e., the document pane is blank), the browser is preventing AACR2 from displaying. This is caused by a security mismatch between Desktop (which has a secure login) and RDA Toolkit (which does not.) If you experience this problem, follow the directions found here.

WebDewey

Checkmark To access WebDewey from within Desktop, you must also have an WebDewey account. Subscribe to WebDewey.
Checkmark There will be no Cataloger's Desktop-WebDewey bundled price. Subscriptions to the two different subscription services are independent of each other, published and maintained by two different organizations, with no package subscription available.
Checkmark Your WebDewey login is not stored in your Cataloger's Desktop preferences. If you are a WebDewey subscriber, when you select it from the Cataloger's Desktop TOC you will have to fill in your WebDewey login normally. Cataloger's Desktop will not store your WebDewey login.

Secure login

Desktop's address has changed to https://desktop.loc.gov . The only difference is that "http" is changing to "https", which is "Hypertext Transfer Protocol Secure." This is a communications protocol for secure communication over the internet. We are making this change to ensure that all logins and all customer information is encrypted to protect subscriber information from eavesdropping or tampering.

Aside from where Cataloger's Desktop lives on the internet, there are two changes that you need to be aware of:

  1. If you have built deep links to Cataloger's desktop using custom URLs (such as http://desktop.loc.gov/saved/Lcri_1.0E ), you will need to add the "s" to the link's target address (e.g. https://desktop.loc.gov/saved/Lcri_1.0E ). By making this change all previously created links to Cataloger's Desktop will continue to work.
  2. There are a number of Cataloger's Desktop resources that are partially stored on Desktop's server, and partially accessed from the original host server (such as "NLM Policy on Subject Analysis and Classification"). When you access any of these resources via Cataloger's Desktop, you will receive a security warning. This warning is simply alerting that your information request is going from a https server to an http server. Most subscribers will click the "Continue" button to obtain the information they need.

Please direct requests for additional information about secure login to CDS Technical Support at desktop-info@loc.gov .

General

Q: Are we restricted to only using IE or Netscape Navigator for Desktop to work properly?
A: No. We have tested CD3 with several 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: Is there a timeout period? If there is one, how long is it?
A: Yes. The timeout period is 60 minutes.

Bookmarks

General

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 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.

Shared Bookmarks

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.

Future Developments

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. 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 yet.

Logon

Q: Is there some way for my library's Cataloger's Desktop account administrator to set up my individual login for me?
A: Yes. S/he should use the following procedure:

  1. Point your web browser at https://desktop.loc.gov . If you previously set your browser to automatically log into Cataloger's Desktop, you will need to go into your browser's cookies and delete the cookie for desktop.loc.gov to be able to see this page.
  2. Towards the bottom of the page you will see a link to "Administer Account". Click this link.
  3. On the following page, log into your Desktop account using your administrative login. (That is your library's account name and administrative password, NOT your personal login.)
  4. Click the link that says "Click here to manage personal accounts".
  5. The page you are taken to (its URL is https://desktop.loc.gov/php/personal-accounts.php ) will allow you to add, delete, or modify any personal logins for your account. When setting up a new login, if you want to force the account owner to change the password the first time they log in, check the "Force Password Change" box

Q: I logged on this morning, using my browser favorites, and left it connected. Later on this morning, I was told that my session was closing down due to inactivity. When I reconfigured by login yesterday, I checked 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 https://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 auto-login use cookies to remember the log information?
A: Yes.

Q: Do 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: 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: 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 must set up his/her own unique login so that they can set their own preferences.

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: 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.

Miscellaneous features

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 External Link for a nice table of these options.

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 click on the File - Print pull-down menu on your web browser's menu bar (at the top of the screen). In the "Print" dialog box, check the Selection box under Page Range and then click the OK 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.

Other products

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.

Preferences

Q: Are my Preferences 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: 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, am I 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: If you check nothing in the Desktop Configuration, what happens with your TOC?
A: Your TOC will be blank.

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.

Search

Search techniques

Q: I know the AACR2 rule number and want to find related rules in RDA. Can I do that?
A: Yes. Just type the AACR2 rule number into the searchbox, enclose it in quotes (e.g., "1.1B1") and then click the Find button. All of the related RDA instructions will be retrieved. You may want to limit the search by selecting the checkbox next to RDA and/or LCPS.

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: Are 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.

Search - What resource you're searching

Q: Can we still search by MARC tag?
A: Yes. You can search them using the 'Quick Tips' fly-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: 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.

Search - Interface questions

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.

TOC

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.


Desktop Discussion List (Listserv)


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