Highlights of 49 Version of Virtua - VTLS

Virtua
Enchancements
Version 49.0
18 September, 2007
These highlights cover the following Virtua product versions:
Product Version
Virtua Server 49.0

Virtua Client 49.0
Virtua Profiler 49.0
Vectors iPortal 49.0
InfoStation® 49.0
Language Editor 46.2
Documentation Installer 49.0
VTLS Inc.
1701 Kraft drive
Blacksburg, Virginia 24060
U.S.A.
Phone: 800.858.8857 / 540.557.1200
Fax: 540.557.1210
Email: hotline@vtls.com
Copyright © 2006 - 2007 VTLS Inc. All Rights Reserved
No part or any portion of this publication may be stored in a retrieval system,

transmitted, or reproduced in any way, including but not limited to photocopy,
photograph, magnetic or other record without the prior agreement and written
permission of the publisher.
Table of Contents
1. VIRTUA CLIENT 4
1.1 GLOBAL 4
1.1.1 SUPPORT FOR AUTOMATIC LOG-INS 4
1.2 ACQUISITIONS 5
1.2.1 SUPPORT FOR EXCHANGE ORDERS 5
1.2.2 SUPPORT FOR COLLECTION MANAGEMENT CODES 8
1.2.3 SUPPORT FOR SUPPLEMENTAL INVOICES 10
1.2.4 COG ORDER SUPPORT FOR MASTER RECORD 11
1.2.5 SUPPORT FOR MULTI-VOLUME ORDERS 11
1.3 CATALOGING 12
1.3.1 ENHANCED RECORD EXTRACTION OPTIONS 12
1.3.1.1 New Option to Include Embedded Holdings Tags 12
1.3.1.2 New Option to Extract Error State Patron Records 13
1.3.2 ENHANCED RECORD LOADING OPTIONS 13
1.3.2.1 New Option to Preserve Local Tags 13
1.3.2.2 New Option to Compare Dates in Incoming Records 13
1.3.2.3 New Option to Specify a File of Failed-to-Delete Records 13
1.3.3 ENHANCED SERVER SETUP OPTIONS 13
1.3.4 HOLDINGS LOCATION FOR ITEM RECORDS TAKEN FROM HOLDINGS RECORD 15
1.3.5 ENHANCED COPY OPTIONS 15
1.3.6 SUPPORT FOR COPY-SPECIFIC NOTES 16
1.3.6.1 Copy-specific Notes for Items 16
1.3.6.2 Copy-specific Notes for Holdings 18
1.3.6.3 Default Notes Workform Option 18
1.3.7 NEW GENERATE 880 TAG FUNCTION 19
1.3.8 ENHANCED DISPLAY OPTION FOR 880 TAGS 20
1.3.9 CLIENT VALIDATION BY ENCODING LEVEL 21
1.3.10 SUPPORT FOR A COMMON NAME/SUBJECT AUTHORITY RECORD 21
1.4 CIRCULATION 22
1.4.1 SUPPORT FOR VOLUME-LEVEL REQUESTS 22
1.4.2 SUPPORT FOR HOLDINGS-LEVEL REQUESTS 23
1.4.3 SUPPORT FOR “LOST CARD BLOCK” FIELD IN PATRON RECORD 24
1.5 OPAC 26
1.5.1 SEARCHING WITH NON-NORMALIZED DIACRITICAL CHARACTERS 26
1.5.2 LOCATION FILTERING AND CALL NUMBER BROWSE SEARCHES 27
1.6 SERIALS 27
1.6.1 SERIALS CLAIMING BASED ON ORDER LOCATION 27
1.6.2 SUPPORT FOR ASN CONTROL NUMBER: SEARCHING AND INCLUSION IN CLAIM LETTER
FILE 27
1.6.3 ABILITY TO SELECT A HOLDINGS WORKFORM 28
1.6.4 SUPPORT FOR COMBINED ENUMERATION IN SUBFIELD $Y OF 853-855 TAGS 28
2. VIRTUA PROFILER 30
Virtua Highlights – Version 49.0 2

2.1 ACQUISITIONS 30
2.1.1 SUPPORT FOR COLLECTION MANAGEMENT CODES 30
2.1.1.1 Controlled Order Line Values parameter 30
2.1.1.2 Controlled Order Line Values Acquisitions Basic Options Parameter 31
2.2 CATALOGING 33
2.2.1 ABILITY TO DELETE TAGS/SUBFIELDS BASED ON RECORD SOURCE 33
2.2.2 OPTION TO ALWAYS USE THE INCOMING 005 TAG IN LC/NACO AUTHORITY RECORDS 33
2.2.3 OPTION TO SUPPORT THE SELECTION OF CONTROLLED VALUES IN PATRON RECORDS 34
2.2.4 ABILITY TO SPECIFY TAG-LEVEL ADD, EDIT, AND DELETE MARC RECORD EDITING
PERMISSIONS 34
2.3 CIRCULATION 34
2.3.1 ABILITY TO OVERRIDE NOTICES 34
2.3.2 ABILITY TO SET A FIXED DATE FOR PATRON EXPIRATION AND PATRON RECORD
DELETION 35
2.3.3 ABILITY TO SET CONTROLLED PATRON VALUES 36
2.4 OPAC 38
2.4.1 ABILITY TO HIDE HOLDINGS/ITEMS BY LOCATION 38
2.5 MARC VIEW EDITOR 39
2.5.1 SUPPORT FOR LINKING ENTRY FIELDS MARC CODE 39
2.5.2 NEW ENDNOTE VIEW 40
3. VECTORS IPORTAL 43
3.1 ABILITY TO AUTOMATICALLY FOCUS CURSOR FOR IMMEDIATE TEXT INPUT 43

3.2 ABILITY TO TRANSLATE LOCATION NAMES 43
3.3 SPECIFYING CONTINUAL PAGE REFRESHES 44
3.4 INDICATING THE PRESENCE OF COPY-SPECIFIC NOTES 44
3.4.1 INDICATING COPY-SPECIFIC NOTES FOR ITEMS 44
3.4.2 INDICATING COPY-SPECIFIC NOTES FOR BIBLIOGRAPHIC ITEMS 45
3.4.3 INDICATING COPY-SPECIFIC NOTES FOR HOLDINGS LIST 45
3.4.4 INDICATING COPY-SPECIFIC NOTES FOR HOLDINGS 46
3.5 DETERMINING DISPLAY OF AVAILABLE ITEM INFORMATION 46
3.5.1 DISPLAYING AVAILABLE ITEM INFORMATION 47
3.5.2 DETERMINING HOW AVAILABLE ITEM INFORMATION DISPLAYS 47
3.6 DISPLAYING COPY-SPECIFIC NOTES 48
3.6.1 COPY-SPECIFIC NOTES DISPLAY FOR ITEMS 48
3.6.2 COPY-SPECIFIC NOTES DISPLAY FOR HOLDINGS 49
3.6.3 COPY-SPECIFIC NOTES DISPLAY FOR HOLDINGS ITEMS 50
3.6.4 LINKS TO PARENT RECORDS OF COPY-SPECIFIC NOTES 50
3.7 DISPLAYING BIB DATA ON THE ITEM DETAIL AND HOLDINGS ITEM DETAIL SCREENS 52
3.8 CONFIGURING PATRON PREFERENCE OPTIONS 52

1. Virtua Client
1.1 Global
1.1.1 Support for Automatic Log-ins

IM record: 1086935
Virtua has been enhanced to support automatic log-ins to internal and external
databases. You can configure Virtua to allow automatic log-ins for guest users or users
with usernames/passwords. In this way, when users launch the client and connect to a
server, they can bypass the Virtua Access window.
To configure an automatic log-in scenario,
1. Access the Server Setup window.

2. Set up the profile for the server/database to which users will be logged in
automatically.
3. In the Automatic Log-in area at the bottom of the window, select an appropriate
radio button.
4. Click OK.
1.2 Acquisitions
1.2.1 Support for Exchange Orders

IM record: 17150964
Virtua has been enhanced with the following features to support exchange orders:

• On the Add PO Request Dialog Box, the new Exchange Order check box allows
you to flag orders as Exchange.
Figure 1-1. Add PO Request Dialog Box - Displaying Exchange Order check box
• On the Add Order Window, the Exchange Order field indicates that an order is
flagged as an Exchange order.
Figure 1-2. Add Order Window - Displaying the Exchange Order field
• In the vendor record, a new Exchange Order check box allows you to specify
whether you want Virtua to automatically flag as Exchange orders any orders
created for this vendor using the Import MARC Orders/Requests Tool.

Figure 1-3. Add/Edit Vendor window - displaying Exchange Order check box
• For easy recognition of Exchange orders, once an order is placed, the Statuses tab
of the View Bibliographic Record window for the title on order displays Exchange
after the order type.

Figure 1-4. View Bibliographic Record, Statuses tab - Displaying Exchange as Order Type
• Virtua will ignore the Create Received Items flag in the Virtua Profiler for
Exchange orders so that no item records are created upon receipt of the material.
• Holdings records, which are normally created at order time for Serial orders, will
not be created for Serial orders flagged as Exchange.
• After you have completed and saved a payment voucher for an Exchange order,
♦ If the title used to generate the order was already held at the library, the
Statuses tab will no longer display acquisitions information.
♦ If no other items are linked to the title and the title was not originally
masked, the system will automatically mask the record so that it no longer
appears in the OPAC.
1.2.2 Support for Collection Management Codes

IM record: 17150964
(See the section “Support for Collection Management Codes” in this document for
new collection management code features in the Virtua Profiler.)
Virtua has been enhanced as follows to include support for collection management
codes:

The Collection Management subtab in the Order Line Editor lets you link additional
information, which can be used to generate various acquisitions statistics and reports,
to a purchase order line. The Collection Management tab is also available for editing
during the receipt and invoice processes.
Figure 1-5. Collection Management sub-tab in the Order Line Editor
For each value type listed in the Type column, a list of values appears in the
corresponding Order Values column. Double-click in the appropriate Order Values
column for each value type that you want to assign a value to display a drop-down box
with available values.
Value types for which a value is required are indicated with an asterisk next to the
value type name in the Type column.

Figure 1-6. Collection Management sub-tab - Drop-down box displaying values in the Order Values column
1.2.3 Support for Supplemental Invoices

IM record: 1073135
Virtua has been enhanced to support supplemental invoicing. You will be able to track
the supplemental invoices along with the original invoices via the Statuses tab on the
View Bibliographic Record window. In this way, you can reconcile the original invoices
with supplemental invoices that are created throughout the year. The system will also
recognize and support supplemental invoices that are brought into the system via
EDIFACT.
To create a supplemental invoice,
1. On the Virtua menu bar, click Acquisitions.

2. Choose Invoices, and then choose Add Supplemental.
The Add Supplemental Invoice dialog box appears (Figure 1-7).
Figure 1-7. Add Supplemental Invoice Dialog Box

3. Complete the information on the dialog box, and then click the Request button.
The Add Supplemental Invoice window appears, where you can create supplemental
invoice line items and attach them to individual purchase order line items.
1.2.4 COG Order Support for Master Record

IM record: 1095467
Virtua now supports the use of a “master” bibliographic record to be attached to a

COG order. This record will represent the Standing order title, and its attached item
record will represent the entire Standing order.
To create a “master” bibliographic record,
1. In the MARC Editor, create a bibliographic record that represents the series title
that is on standing order.
2. In the 245 tag subfield $k, type: (Series Order). In this way, on the Browse
window or List of Titles window in the OPAC, the reference (Series Order) will
appear to identify the record as a “master” record.
3. Add an item record that represents the entire standing order.
4. Add the status On Standing Order to the item.
Note: You will need to create the status On Standing Order in the Virtua Profiler.
Be sure to define the status as NOT allowing requests via any request types.
5. In the item record, add a public note to indicate that the record represents a
standing order and that individual titles can be viewed in the OPAC under the
series title.
Once you have created the “master” record and item, the series title and item are
searchable in the OPAC.
1.2.5 Support for Multi-volume Orders

IM record: 171150106
Virtua Acquisitions has been enhanced to better handle the ordering, receiving, and
invoicing of multi-volume publications. There is now a new purchase order type called
Multi-volume orders. You can select this order type when creating new orders via the
Add PO Request window.

As part of the implementation, the
• Order Line Editor contains a new subtab called Volume/Part Distribution.
• The Expand function for receiving items contains a new Volume/Parts window to
allow for partial receipt of multi-volume sets.
• The invoice order line item function offers a new Volume/Part Distribution tab to
allow for partial invoicing of multi-volume sets.
1.3 Cataloging
1.3.1 Enhanced Record Extraction Options
1.3.1.1 New Option to Include Embedded Holdings Tags
IM record: 17188716
Virtua’s record extraction program, write2709.exe, has been enhanced with the
following new command line options:
• -G - Specifies that information about each item attached to a holdings record is

written to the 852 tag of the parent bibliographic record.
• -J - Specifies that information about each holding attached to a bibliographic

record is written to the 852 tag of that bibliographic record.

• -K - Specify, for bibliographic records, that the bibliographic record should be
output followed immediately by each attached holdings record.
1.3.1.2 New Option to Extract Error State Patron Records
IM record: 23830494
Virtua has been enhanced with a new script - extract_patrons_in_error_state.pl - that

allows you to extract patron records in a Virtua database that are in Error state.
1.3.2 Enhanced Record Loading Options
1.3.2.1 New Option to Preserve Local Tags
IM record: 17180136
Virtua has been enhanced with a new record loading option, Preserve Local Tags (-t),
which allows you to specify that an existing record’s local tags (tags with subfield $5
containing the current library symbol) should be preserved when the record is replaced
by a matching incoming record.
1.3.2.2 New Option to Compare Dates in Incoming Records
IM record: 21124362
Virtua has been enhanced with a new record loading option, -C, which determines
whether Virtua will compare the date in the 005 tag of the incoming record with the
date in the 005 tag of the existing record. If the date of the incoming record is LESS
recent than the date of the existing record, then the record will not be loaded.
1.3.2.3 New Option to Specify a File of Failed-to-Delete Records
IM record: 30123924
Virtua has been enhanced with a new record loading option, --failed-delete-record-file,
which specifies a file into which records that cannot be deleted are written.
1.3.3 Enhanced Server Setup Options

IM record: 20738262
Virtua has been enhanced with the two following new options on the Server Setup
window:
• Default Load Character Set - specifies in what character set the server you are
configuring stores its records. If MARC21 is selected, records will be converted to
UTF8 upon download to your Virtua server.
• Attribute Configuration - allows you to add any non-standard Z39.50 use

attributes for use when searching non-Virtua databases.
To add a use attribute, enter the following information in the New Attribute area:
• Search Type: From the drop-down box, select Browse, Keyword, or Both to
specify with which search type(s) the use attribute should be associated.
• Attribute: In the text box, type the number representing the use attribute to be
used for the search.
• Name: In the text box, type a text string that will appear for the use attribute
on the Search window.
When you have entered all of the required information, click the Add button.
The new attribute information you entered will appear in the information box
immediately above the New Attribute area. When you connect to the configured
server, the attribute name(s) will appear on the appropriate tab(s) of the OPAC
Search window.

Figure 1-8. Server Setup window
1.3.4 Holdings Location for Item Records Taken from

Holdings Record
IM record: 23043708
Virtua has been enhanced so that if you are adding the first item to a holdings record,
the location value is now taken from the location in the 852 tag subfield $b of the
holdings record rather than the log-in location.
1.3.5 Enhanced Copy Options

IM record: 17179278
Virtua has been enhanced with two new cataloging options, located on the Copy
Options tab:
• Subfields NOT to Copy into a New Editor Window - The subfields of the tags
that you specify here will not appear in a new MARC Editor window if you choose
Duplicate Record in New Window.

• Data NOT to Copy into a New Editor Window - The data contained in the tags
and/or subfields that you specify here will not appear in a new MARC Editor
window if you choose Duplicate Record in New Window. However, the tags and
subfields themselves WILL still appear.
Figure 1-9. Cataloging Options window, Copy Options tab
1.3.6 Support for Copy-specific Notes

IM record: 21068592
Virtua has been enhanced to allow you to add copy-specific notes to holdings and item
records. Copy-specific notes are notes that are stored in a separate MARC format
record and attached to the holdings or item record. Notes records are keyword
searchable.
Note: See the sections “Indicating the Presence of Copy-specific Notes” and
“Displaying Copy-specific Notes” in this document for new iPortal features related to
copy-specific notes.
1.3.6.1 Copy-specific Notes for Items
If copy-specific notes exist for an item, an alert will appear on the following windows:

• The View Bibliographic window, Items tab - an asterisk (*) appears to the left of
the location name for the item line.
• The Item Information window - the following message appears in bold on the
upper right corner of the window: “* Copy-specific Notes Exist”.
To view existing copy-specific notes,
1. From the right-click pop-up menu on the Item Information window, select More
Notes.
If copy-specific notes exist, they appear in the View Notes Record window.
Figure 1-10. View Notes Record window
If copy-specific notes do NOT already exist for an item record, you may add them.
To add copy-specific notes to an item record,
1. On the Item Information window, click the Edit button.
2. From the right-click pop-up menu, select More Notes, which will either open a
default workform or allow you to choose one.
3. Create and save the Notes record as appropriate.
Copy-specific notes records for items have the following features:

• The 035 tag is automatically created with the prefix “VTLSNOTEI” followed by
the item ID (9 digits zero-filled).
• The type of record field (leader position 06) contains an “l” to indicate that the
record type is Note.
• The bibliographic level field (leader position 07) contains an “l” to indicate that
the bibliographic level is Note.
1.3.6.2 Copy-specific Notes for Holdings
If copy-specific notes exist for a holdings record, on the Holdings tab of the View
Bibliographic window, an asterisk (*) will appear to the left of the location name for
the holdings line.
To view existing copy-specific notes,
1. From the right-click pop-up menu on the View Holdings Record window, select
More Notes.
If copy-specific notes exist, they appear in the View Notes Record window.
If copy-specific notes do NOT already exist for a holdings record, you may add them.
To add copy-specific notes to a holdings record,
1. On the View Holdings Record window, from the right-click pop-up menu, select
More Notes, which will either open a default workform or allow you to choose
one.
2. Create and save the Notes record as appropriate.
Copy-specific notes records for holdings have the following features:

• The 035 tag is automatically created with the prefix “VTLSNOTEH” followed
by the holdings ID (9 digits zero-filled).
• The type of record field (leader position 06) contains an “l” to indicate that the
record type is Note.
• The bibliographic level field (leader position 07) contains an “l” to indicate that
the bibliographic level is Note.
1.3.6.3 Default Notes Workform Option
A new Default Notes Workform option on the File Options tab of the Cataloging
Options window, allows you to determine which workform will appear in the MARC
Editor automatically when you create a new copy-specific Notes record for a holdings
or item record.

Note: If you do not select a default workform to appear by default, the Create Record
window will appear so that you can choose one.
Figure 1-11. Cataloging Options window, File Options tab
1.3.7 New Generate 880 Tag Function

IM record: 1155525
Virtua has been enhanced as follows: the new Generate 880 Tag function automates
the process of creating linked 880 tags within a bibliographic record. The 880 tag
allows you to designate, in a different script, another tag in the same record.
To use the Generate 880 Tag function,
1. In the MARC Editor, position the cursor in the existing tag for which you want to
generate a linked 880 tag.
2. Select Generate 880 Tag from the right-click Editor pop-up menu to display the
Edit 880 Tag window.

Figure 1-12. Edit 880 Tag window
The Edit 880 Tag window displays a row for each subfield present in the existing
tag. In the Subfield column, the subfield indicator appears. The Data column
contains a textbox to enter data for each associated subfield indicator.
3. Choose a script from the Script dropdown box, if desired.
4. Enter values for each subfield as desired by clicking and typing in the appropriate
Data column for each associated subfield, and click the Save button.
1.3.8 Enhanced Display Option for 880 Tags

IM record: 17212740
Virtua has been enhanced with a new MARC Editor Display Option - Display 880
tag(s) after linked tag - which allows you to determine whether you want 880 tags to
display immediately after their linked tag or in numerical order.
Note: Unlinked 880 tags (those with an occurrence number “00”) will display as
ordered in the VTLSSORT tag unless the Ignore VTLSSORT tag box is checked.

Figure 1-13. Cataloging Options window, Display Options tab
1.3.9 Client Validation by Encoding Level

IM record: 25980642
VTLS now provides two rules files that the Virtua client will use to validate records by
encoding level. One file is generic: vtlsencodelvl<x>.val, where <x> represents an
encoding level character. You can copy this file as needed and define the validation
rules as appropriate for a specified encoding level. The software will know to use this
file to validate records based on that value. VTLS also provides a default file for
encoding level j (Japanese): vtlsencodelvlj.
1.3.10 Support for a Common Name/Subject Authority

Record
IM records: 23278800, 1090936 (see also 25011960)
Virtua has been enhanced to allow one authority record to be used as follows:
1) As both a name and subject. If the 008/14 and 008/15 are both "aa" and the 1xx
tag is 100, 110, or 111, the authority is used as both an author and a subject.
2) As both a title and subject. If the 008/14 and 008/15 are both "aa" and the 1xx tag
is 130, the authority record is used as both a title and subject.

1.4 Circulation
1.4.1 Support for Volume-level Requests

IM record: 17265078
Virtua now allows blanket reservations for specific parts/issues/volumes where

multiple copies exist so that the first available copy is trapped. It is now possible to
place holds for, say, only vol. 2 in a three-volume set.
When using the Request Wizard to place an item-level request, two additional request
options are available on the Request Wizard window: Only This Item and Any Item of
This Volume.
• Only This Item - Lets you place a request for a specific item in a multi-volume
(or multi-part) set.
• Any Item of This Volume - Lets you place a request for any copy of the specified
volume in a multi-volume set.

Figure 1-14. Request Wizard window - displaying Volume Level Request options
1.4.2 Support for Holdings-level Requests

IM record: 25864812
Virtua now supports title requests at the holdings level.

1.4.3 Support for “Lost Card Block” Field in Patron
Record
IM record: 16613856
The patron record now supports storing in tag 015 subfield $x the reason that a patron
barcode has been disabled. To indicate that the barcode stored in subfield $a of tag
015 has been disabled, enter an explanation in subfield $x of the same 015 tag. For
example, if a patron loses their library card, you will note this in the Disabled Reason
subfield $x, for example, 015 $a 23434 $x Card lost. When staff assign the patron a new
patron barcode, they will enter it in subfield $a of a new 015 tag.
When the system tries to authenticate the patron or tries to link a circulation
transaction to the patron, it will check for disabled barcodes. If the system finds a
disabled barcode stored in the record (and as long as no valid barcode—i.e., one stored
in subfield $a of a tag 015 that lacks a subfield $x—is being used), authentication and
circulation transactions will be blocked. The diagnostic message that appears will
contain the invalid barcode as well as the disabled reason.

1.5 OPAC
1.5.1 Searching with Non-Normalized Diacritical

Characters
IM record: 17273658
By default, Virtua normalizes both keyword search terms and the keyword indexed
data that is stored in the database, removing any accent marks or other diacritics.
Virtua now offers you the option of doing non-normalized keyword searches.
In the client, selecting the Non-Normalize Diacritical Characters option (Figure 1-15)
allows you to perform a non-normalized keyword search.
Note: The Use non-normalized keyword indexing parameter in the Profiler

determines whether Virtua stores non-normalized keyword indexed data. This
parameter must be enabled in order for you to perform non-normalized keyword
searches. For details, see the Virtua Profiler/OPAC User’s Guide.
Figure 1-15. Search Window - Keyword Tab - Non-Normalize Diacritical Characters Option
In the Vectors iPortal, inserting the

SEARCH_ELEMENT_NORMALIZED_CHECKBOX directive on any keyword or
expert search form (search_screens/search_screen_keyword_form.html) will
cause a check box to appear on the screen.

When the Non-Normalize Diacritical Characters check box is selected, Virtua. . .
• Does not normalize your keyword search term. The software searches on your
precise search term, including any diacritics.
• Performs the keyword search against a non-normalized keyword index.
1.5.2 Location Filtering and Call Number Browse

Searches
IM record: 17211882
You can now use a location filter with call number browse searches. This gives you the
ability to search by call number only those records that belong to a selected location.
Associated with this enhancement is the Require Location Filter for Call Number
Browse option on the OPAC Basic Options window in the Profiler. When this option
is selected, you must use a location filter with a call number browse search. If you try
to do the search without selecting a location filter, the system will prompt you to do
so.
1.6 Serials
1.6.1 Serials Claiming Based on Order Location

IM record: 23019684
For serials claims, if the associated holdings record contains a 943 tag subfield $a (used
to specify the order location), that value will be used to determine the location when
transmitting claim in batch.
1.6.2 Support for ASN Control Number: Searching and

Inclusion in Claim Letter File
IM record: 17224752
Virtua has been enhanced to include an ASN control number search option in the
OPAC. An ASN search will search the 019 tag subfield $a of holdings records and
display the result on the Serials Check-in window. In addition, the ASN is now
included in the default claim letter file.

1.6.3 Ability to Select a Holdings Workform
IM record: 9929178
This enhancement contains two elements:
1) You now have the ability to specify a default holdings workform in the Cataloging
Options window. This is the workform that will appear in the MARC Editor when,
from the View Bibliographic Record window, you right click and then choose
Create Holdings Record.
2) You also have the ability to select a holdings workform from any number of
holdings workforms that may exist. To be given the choice of workforms, on the
View Bibliographic Record window, right click and then choose Create Holdings
from Workform.
1.6.4 Support for Combined Enumeration in Subfield $y

of 853-855 Tags
IM record: 1050493
This enhancement contains two elements. Virtua now supports…
1) The combined “c” publication code and combined enumeration in the subfield $y
of the 853-855 tags.

2) Pattern-specific notes in the subfield $n of the 853-855 tags.

2. Virtua Profiler
2.1 Acquisitions
2.1.1 Support for Collection Management Codes

IM record: 17150964
(See the section “Support for Collection Management Codes” in this document for
new collection management code features in the Virtua client.)
2.1.1.1 Controlled Order Line Values parameter
The new Controlled Order Line Values parameter allows you to define multiple
controlled value lists.
Using this parameter, you can add, modify, and delete an unlimited number of lists and
define their values.

Figure 2-1. Controlled Order Line Values window
The Name text box contains a name for the list of controlled values. This text will
appear in the Virtua client in the Type column of the Controlled Values tab on the
Order Line Editor window.
The Add button adds a new value to the list. The list contains the following
information:
• Code - A unique code for the value. It can be alphanumeric and contain up to 100
characters.
• Description - Text to describe the value. It can be alphanumeric and contain up to
100 characters. This text will appear in the Virtua client in the drop-down box of
the Order Values column on the Controlled Values tab.
• Disabled - Indicates whether or not the value is active or disabled.
2.1.1.2 Controlled Order Line Values Acquisitions Basic Options

Parameter
The new Controlled Order Line Values Acquisitions Basic Options parameter allows
you to determine the types of controlled values that will appear on the Collection
Management tab in the Virtua client. The Collection Management tab will be displayed
in the Order Line Editor, on the Line Item Receipt Information window, and on the
Invoice Line Item window. If you do not configure this parameter, the Collection
Management will not be displayed.

Figure 2-2. Acquisitions Basic Options window - displaying Controlled Order Line Values option
Click the Add button to add a new row, and select a controlled order line value type
from the drop-down box. Select the check-box in the Required column if you want a
value to be required for this value type when creating an order.
Figure 2-3. Controlled Order Line Values option - displaying Value Type dropdown box
Note: The controlled order line value types that appear in the drop-down box are
generated from those that you have specified in the Controlled Order Line Values
Profiler parameter.

2.2 Cataloging
2.2.1 Ability to Delete Tags/Subfields Based on Record

Source
IM record: 17174130
The Profiler has been enhanced to include a Source field for the Tags to Be Deleted
parameter. If you specify a value in the Source field, the specified tags and subfields
will be deleted from the incoming record ONLY if the record’s 003 value matches the
003 value set in this parameter.
Figure 2-4. Tags to be Deleted window
2.2.2 Option to Always Use the Incoming 005 Tag in

LC/NACO Authority Records
IM record: 17211024
The Profiler has been enhanced with a new Cataloging Basic Option (Always Use the
Incoming 005 Tag When Updating/Loading LC/NACO Authority), which allows you
to tell Virtua to keep the incoming 005 tag upon updating/loading LC/NACO
authority records. LC/NACO authority records are identified by the presence of tag
010. By default, Virtua adds the current date into the 005 tag upon loading authority
records. But in LC/NACO authority records, the 005 tag indicates the date when the
LC created/modified the authority record, so your library may not want Virtua to
update this tag.

2.2.3 Option to Support the Selection of Controlled
Values in Patron Records
IM record: 16971642
The Profiler has been enhanced with a new Cataloging Basic Option (Support
Selection of Controlled Values in Patron Record), which allows you to enable
functionality that can be used to make the process of cataloging the patron record 301
and 302 tags more efficient.
This option works in conjunction with the Circulation parameter Controlled Patron
Values, which allows you to configure controlled patron value codes and
corresponding text descriptions. The codes you configure can be entered in the patron
record 301 tag. When you save the record to the database, the 302 tag is populated
with the text description that applies to the corresponding code in the 301 tag.
2.2.4 Ability to Specify Tag-level Add, Edit, and Delete

MARC Record Editing Permissions
IM record: 25057434
The Profiler has been enhanced with new Cataloging Tag Permissions, which allows
you to set permissions for individual users or groups of users for specific MARC tags
or ranges of MARC tags, e.g. tag 100, range 11x, or range 1xx. A user will get an error
message when he tries to add or delete a forbidden tag in the Virtua Client. If a user
tries to edit a forbidden tag, their keystrokes will not be registered in that tag’s field.
Permissions set for an individual user will override the permissions set for that user’s
group, and permissions set for an individual tag will take precedence over the
permission set for the range of tags to which that tag belongs.
2.3 Circulation
2.3.1 Ability to Override Notices
IM record: 17267652
On the Notices/Limits tab of the Location + Patron + Item matrix window, the new
Override Notices feature lets you set the notice period for any numbered notice. This
value will override the default setting in the Notice Period field. The period is a
numeric value from 0 to 9,999. The options for units are: minutes, hours, days, and
years. To specify an override, click the Add button.

Figure 2-5. Notices/Limits tab of the Location + Patron + Item matrix window
2.3.2 Ability to Set a Fixed Date for Patron Expiration

and Patron Record Deletion
IM record: 7964358
In the Location + Patron Matrix window of the Virtua Profiler, there is now an option
to set a Fixed Date value for patron record expiration and an option to set a Fixed
Date value for patron record deletion.

Figure 2-6. Location + Patron Matrix window
2.3.3 Ability to Set Controlled Patron Values

IM record: 16971642
The Controlled Patron Values parameter allows you to configure controlled patron
value codes and corresponding text descriptions. The codes you configure here can be
used to make the process of cataloging the patron record 301 and 302 tags more
efficient.
When you double-click on the Controlled Patron Values parameter, the tree structure
expands to display a list of the controlled patron values categories (Figure 2-7).

Figure 2-7. Circulation Tab - Controlled Patron Values Parameter Expanded
The controlled patron values categories, which we list below, correspond to subfields
in the patron record 301 and 302 tags:
• Bodleian Group (301/302 tag subfield $l)

• College (301/302 tag subfield $c)
• Course (301/302 tag subfield $j)
• Department (301/302 tag subfield $d)
• Health Care Status (301/302 tag subfield $m)
• Tutor (301/302 tag subfield $k)
• University Card Category (301/302 tag subfield $n)
You can configure controlled patron values (codes and corresponding text
descriptions) for each of the categories listed above. When you catalog patron records,
you can enter a controlled patron value code in the appropriate subfield of the patron
record tag 302. When the record is saved to the database, the text description that
applies to that code is populated in the corresponding subfield in the 301 tag.

2.4 OPAC
2.4.1 Ability to Hide Holdings/Items by Location

IM record: 17271084
The Profiler has been enhanced with a new Hide Holdings/Items setting on the
Add/Modify Location and Add/Modify Sublocation windows, which lets you specify
whether holdings and items at the current location are hidden in the OPAC from non-
authenticated users.
Figure 2-8. Add/Modify Location Window

All “hidden” locations are treated as non-existent by the iPortal. This means that the
locations will be masked in search results, counts, location filters, and the Cart.
Associated with this feature is the Apply Mandatory Filters for Hidden Locations
option on the OPAC Basic Options window in the Profiler. This option must be
selected in order for the holdings and items at the designated locations to be hidden.
2.5 MARC View Editor
2.5.1 Support for Linking Entry Fields MARC Code

IM record: 17272800
The Profiler MARC View Editor has been enhanced with a new Linking Entry Fields
MARC Code area, which allows you to specify a MARC code for linking fields (760-
789) that have been designated as search hyperlinks.
In the Linking Entry Fields MARC Code area, specify a MARC code for any linking
fields (760-789) that have been designated as search hyperlinks. If the control number
in the subfield $w is preceded by the specified MARC code, then the field will be
displayed as a hyperlink.

Figure 2-9. MARC View Editor window
2.5.2 New EndNote View

IM record: 23136372
The Profiler has been enhanced with a new EndNote view for the iPortal. The Cart:
EndNote Display View record (Figure 2-10) is used to display record information on
the Cart’s EndNote view (Figure 2-11). The Cart’s EndNote view presents information
in a format for use with EndNote software.

Figure 2-10. MARC View Editor - iPortal: Cart - EndNote Display (30099) View Record

Figure 2-11. Vectors iPortal - Cart Screen: EndNote Display View (30099 View)

3. Vectors iPortal
3.1 Ability to Automatically Focus

Cursor for Immediate Text Input
IM record: 24751128
The iPortal has been enhanced to include a new optional FOCUS parameter for the
Begin Search Form Directive, which indicates that the search form’s first search term
field will be ready to receive keyboard input immediately after the page is loaded (i.e.
the cursor will be automatically positioned in the first search term field).
The FOCUS parameter is part of the BEGIN_SEARCH_FORM directive, and is used

as in the following example:

Notes:
• Only the last search form using the FOCUS option will be selected for immediate
keyboard input.
• This feature only works in Internet Explorer 3 and later, Netscape 2 and later,
Firefox 1 and later, and any other browser that is W3C standard compliant with
regards to the HTML DOM specification.
3.2 Ability to Translate Location

Names
Purpose: The new LocationTranslationFile setting in the iPortal allows you to
translate the names of locations as they appear in the iPortal.
Location: The Location Name Translations Setting section of the chameleon.conf file.
Value to Enter: The complete path and filename of the .conf file containing location
codes and the translated name for each code that will appear in the iPortal. For
example,
/home/vtls_library/public_html/gw_49_0/conf/location_names.conf

Notes:
• The specified xx.conf file should consist of two tab-delimited columns, where the
first column is the numeric location code and the second column is the translated
name that should appear in the iPortal.
• Any location code(s) that are not included in the specified file will use the location
name defined in the Profiler.
3.3 Specifying Continual Page

Refreshes
IM record: 22437102
Purpose: The new RefreshTimedOutPages setting allows you to specify whether or

not timed-out pages are continuously refreshed. (Timed-out pages are those screens
that have timed-out due to a GlobalResetTime setting of greater than zero.)
Location: Gateway Reset Settings section of the chameleon.conf file.
Value to Enter:
• 1 - If you want the Vectors iPortal to continuously refresh timed-out pages.

• 0 - If you do NOT want the Vectors iPortal to continuously refresh timed-out
pages.
3.4 Indicating the Presence of Copy-

specific Notes
IM record: 23804754
Two new settings in the iPortal allow you to determine the presence of copy-specific
notes for holdings and/or items.
3.4.1 Indicating Copy-specific Notes for Items

Purpose: The new ItemMarkCopySpecificNotes setting determines whether a marker
is used on the Item List screen to indicate that items have copy-specific notes. Figure

3-1 shows an example of an item with a marker, indicating the presence of copy-
specific notes.
Location: The Item List Screen Settings section of the chameleon.conf file.
Figure 3-1. Items List Screen - Marker Indicating the Presence of Copy-specific Notes
Value to Enter:
• 1 - A marker is used to indicate that items have copy-specific notes.

• 0 - There is no indication that items have copy-specific notes.
3.4.2 Indicating Copy-specific Notes for Bibliographic

Items
Purpose: The new BibItemsMarkCopySpecificNotes setting determines whether or
not a marker is used on the Item screen to indicate that items have copy specific notes.
Figure 3-2 shows an example of an item with a marker indicating the presence of copy
specific notes.
Location: The Item Detail Screen section of the chameleon.conf file.
Figure 3-2. Item Screen - Marker Indicating the Presence of Copy Specific Notes
Value to Enter:
• 1 - A marker is used to indicate that items have copy specific notes.

• 0 - There is no indication that items have copy specific notes.
3.4.3 Indicating Copy-specific Notes for Holdings List

Purpose: HoldingsListMarkCopySpecificNotes determines whether or not a marker is
used on the Holdings List screen to indicate that items have copy specific notes.
Figure 3-3 shows an example of an item with a marker indicating the presence of copy
specific notes.

Figure 3-3. - Holdings List Screen - Marker Indicating the Presence of Copy Specific Notes
Value to Enter:
• 1 - A marker is used to indicate that items have copy specific notes.

• 0 - There is no indication that items have copy specific notes.
3.4.4 Indicating Copy-specific Notes for Holdings

Purpose: The new HoldingsMarkCopySpecificNotes setting determines whether a
marker is used on the Holdings screen to indicate that holdings have copy-specific
notes. Figure 3-4 shows an example of a holding with a marker, indicating the presence
of copy-specific notes.
Location: The Holdings Screen Settings section of the chameleon.conf file.
Figure 3-4. Holdings Screen - Marker Indicating the Presence of Copy-specific Notes
Value to Enter:
• 1 - A marker is used to indicate that holdings have copy-specific notes.

• 0 - There is no indication that holdings have copy-specific notes.
3.5 Determining Display of Available

Item Information
IM record: 17271942
Two new settings determine what available item information is displayed and how it
appears.

3.5.1 Displaying Available Item Information
Purpose: The new HoldingsShowAvailableItemInfo setting determines whether
available item information is displayed (Figure 3-6) or not (Figure 3-5) for holdings.
Figure 3-5. Holdings Screen - Available Item Information Hidden
Figure 3-6. Holdings Screen - Displaying Available Item Information
Value to Enter:
• 1 - To display available item information for holdings.

• 0 - To hide available item information for holdings.
3.5.2 Determining how Available Item Information

Displays

Purpose: The new HoldingsAvailableShowItems setting determines what information
to display for each available Holdings Item.
Figure 3-7. Holdings Screen - Displaying Dialog Based Item Information
Value to Enter:
• 1 - To display dialog based details for each available item.

• 0 - To display a location list of available items (Figure 3-6).
Note: Dialog based details show the status of each item as a link to the item record
itself.
3.6 Displaying Copy-specific Notes

IM record: 21068592
Three new directives have been added to allow you to display copy-specific notes
attached to an item and/or holdings record.
Note: See the section “Support for Copy-specific Notes” in this document for other
new features related to copy-specific notes.
3.6.1 Copy-specific Notes Display for Items

Directive: ITEM_DETAIL_EXPANDED_NOTES

Purpose: Displays copy-specific notes attached to an item.
Figure 3-8. Items List Screen Displaying Copy-specific Notes
Usage: 
3.6.2 Copy-specific Notes Display for Holdings

Directive: HOLDING_DETAIL_EXPANDED_NOTES
Purpose: Displays copy-specific notes attached to a holding.
Figure 3-9. Holdings Detail Screen Displaying Copy-specific Notes
Usage: 

3.6.3 Copy-specific Notes Display for Holdings Items
Directive: HOLDING_ITEM_DETAIL_EXPANDED_NOTES
Purpose: Displays copy-specific notes attached to a holdings item.
Figure 3-10. Holdings Items List Screen Displaying Copy-specific Notes
Usage: 
3.6.4 Links to Parent Records of Copy-specific Notes

IM Record: 24714234
For copy-specific notes records on the List of Titles screen, a “parent” link is available
for accessing the parent item or parent holdings record to which the copy-specific note
is attached. For copy-specific notes records, the iPortal automatically replaces the full,
items, and marc links with either a parent item link or parent holdings link, whichever is
appropriate.

Figure 3-11. List of Titles, Displaying Copy-specific Notes

3.7 Displaying Bib Data on the Item
Detail and Holdings Item Detail
Screens
IM Record: 24715092
Directive: DISPLAY_PARENT_BIB_USING_VIEW
Purpose: Displays brief parent bibliographic information at the top of the Item Detail
or Holdings Item Detail screen. The display of the brief bibliographic information is
generated from a View, which is created in the MARC View Editor. The display lets
you associate item details and copy-specific notes, if available, with an item’s parent
bibliographic record so that users can see all this information on one screen.
Usage: 
where view is required AND is either the number of the iPortal View or the name of the
iPortal View to be used.
Note: This directive uses not only a View, but also a dialog file to generate the screen
display. Only View data is available for use in the dialog. One generic dialog file called
ParentBib.dlg is provided as part of the default skin template.
3.8 Configuring Patron Preference

Options
IM Record: No specific record. This functionality is being implemented to address
software performance issues.
The development of Patron Preference options is in its infancy as of version 49.0 of

the software. The current implementation is subject to change. When fully
implemented, Patron Preference functionality will allow patrons to determine a
number of configurations for their interface. These configurations will be used for an
entire session, not just for a single page or search.
Currently, you can configure only ONE Patron Preference setting:

• HoldingsAvailableShowItems
By giving patrons the ability to enable this setting, you give patrons the option of
seeing “item availability” information displayed for each record on the Holdings List
screen. The display of this information impacts system performance, especially at
libraries with a large number of holdings. For this reason, we have made this option a
patron preference.
Configuring Patron Preference functionality consists of several aspects: parameter

settings, directives, dialog-based strings, and a new patron preference configuration
file. You can find a discussion of each of the elements in the Vectors iPortal Configuration
Guide.

Highlights of 49 Version of Virtua - VTLS

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Highlights of 49 Version of Virtua - VTLS

Uploaded by

Copyright:

Available Formats

Virtua

These highlights cover the following Virtua product versions:

Virtua Server 49.0

Copyright © 2006 - 2007 VTLS Inc. All Rights Reserved

No part or any portion of this publication may be stored in a retrieval system,

Virtua Highlights – Version 49.0 2

3.1 ABILITY TO AUTOMATICALLY FOCUS CURSOR FOR IMMEDIATE TEXT INPUT 43

Virtua Highlights – Version 49.0 3

1.1.1 Support for Automatic Log-ins

To configure an automatic log-in scenario,

1. Access the Server Setup window.

Virtua Highlights – Version 49.0 4

1.2.1 Support for Exchange Orders

Virtua Highlights – Version 49.0 5

Virtua Highlights – Version 49.0 6

Virtua Highlights – Version 49.0 7

1.2.2 Support for Collection Management Codes

Virtua Highlights – Version 49.0 8

Figure 1-5. Collection Management sub-tab in the Order Line Editor

Virtua Highlights – Version 49.0 9

1.2.3 Support for Supplemental Invoices

To create a supplemental invoice,

1. On the Virtua menu bar, click Acquisitions.

The Add Supplemental Invoice dialog box appears (Figure 1-7).

Figure 1-7. Add Supplemental Invoice Dialog Box

Virtua Highlights – Version 49.0 10

1.2.4 COG Order Support for Master Record

Virtua now supports the use of a “master” bibliographic record to be attached to a

To create a “master” bibliographic record,

1.2.5 Support for Multi-volume Orders

Virtua Highlights – Version 49.0 11

1.3.1 Enhanced Record Extraction Options

1.3.1.1 New Option to Include Embedded Holdings Tags

• -G - Specifies that information about each item attached to a holdings record is

• -J - Specifies that information about each holding attached to a bibliographic

Virtua Highlights – Version 49.0 12

1.3.1.2 New Option to Extract Error State Patron Records

Virtua has been enhanced with a new script - extract_patrons_in_error_state.pl - that

1.3.2 Enhanced Record Loading Options

1.3.2.1 New Option to Preserve Local Tags

1.3.2.2 New Option to Compare Dates in Incoming Records

1.3.2.3 New Option to Specify a File of Failed-to-Delete Records

1.3.3 Enhanced Server Setup Options

Virtua Highlights – Version 49.0 13

• Attribute Configuration - allows you to add any non-standard Z39.50 use

Virtua Highlights – Version 49.0 14

1.3.4 Holdings Location for Item Records Taken from

1.3.5 Enhanced Copy Options

Virtua Highlights – Version 49.0 15

Figure 1-9. Cataloging Options window, Copy Options tab

1.3.6 Support for Copy-specific Notes

1.3.6.1 Copy-specific Notes for Items

Virtua Highlights – Version 49.0 16

To view existing copy-specific notes,

Figure 1-10. View Notes Record window

To add copy-specific notes to an item record,

1. On the Item Information window, click the Edit button.

3. Create and save the Notes record as appropriate.

Copy-specific notes records for items have the following features:

Virtua Highlights – Version 49.0 17

1.3.6.2 Copy-specific Notes for Holdings

To view existing copy-specific notes,

To add copy-specific notes to a holdings record,

2. Create and save the Notes record as appropriate.