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Horizon User Guide

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47 views137 pages

Horizon User Guide

Uploaded by

tomix2
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 137

Horizon 7.5.

Horizon Basics User Guide

September 2012
© 1995-2012 SirsiDynix. All rights reserved.

The processes and all the routines contained herein are the proprietary properties and trade secrets of SirsiDynix.
Except as provided by license agreement, this manual shall not be duplicated, used or disclosed for any purpose or
reason, in whole or in part, without the express written consent of SirsiDynix. The information in this document is
subject to change without notice and should not be construed as a commitment by SirsiDynix.

SirsiDynix grants the right of copying the enclosed material solely for the internal business use of the end user if (1)
this document has been obtained by purchase or by license agreement in conjunction with SirsiDynix products, and
(2) this copyright statement is included with each copy. All other copying or distribution is strictly prohibited.

Use, duplication, or disclosure by the U.S. Government is subject to restrictions as set forth in sub-paragraph (b)(3) of
the Rights in Technical Data and Computer Software clause in DFARS 252.227-7013.

Rights for non-DOD U.S. Government departments and Agencies are as set forth in FAR 52.227-19(c)(1,2).

Sirsi®, WebCat®, Vizion®, WorkFlows®, Unicorn®, UnicornECOLE®, UnicornOASIS®, UnicornSTILAS®, Site


Source®, DRA®, DRA Net®, Inlex®, MultiLIS®, Taos®, JurisLink™, Corinthian®, Dynix®, URSA®, Horizon™,
Remote Patron Authentication™, and TeleCirc™ are trademarks of SirsiDynix.

Other product and company names herein may be the trademarks of their respective owners. All titles, versions,
trademarks, claims of compatibility, etc., of hardware and software products mentioned herein are the sole property
and responsibility of the respective vendors. SirsiDynix makes no endorsement of any particular product for any
purpose, nor claims responsibility for its operation and accuracy.

This document is compatible with Horizon 7.5.2. Information in this document may also be compatible with later
versions.

09/2012
Contents

About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii


Summary of contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Conventions used in this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Mouse conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Keyboard conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Other conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Possible differences between the software and this guide . . . . . . . . . . . . . . . . . . . . . ix
Documentation updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Comments and suggestions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
................................................................. x

Chapter 1: Getting started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1


Getting Help ............................................. 1
Windows Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Checking or Changing Windows Date Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Changing the Display Color for Explanations in Certain Dialog Boxes . . . . . . . . . . 3
Horizon Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Logging In to and Out of Horizon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Logging In to Horizon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Changing Users or Logging Off. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Horizon Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Horizon Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Record Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Chapter 2: Horizon user interface . . . . . . . . . . . . . . . . . . . . . . . . . . . 13


About the Horizon User Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Overview of the Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Menu Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Buttons on the Default Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Displaying or Hiding a Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Moving a Toolbar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Displaying or Hiding the Navigation Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Moving the Navigation Bar. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

iii
Contents

Workbook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Overview of Horizon Process Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Search Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
List Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Changing the Columns in a List Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Sorting a List Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Choosing Items from a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Edit Windows. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Using Shortcut Keys and Right-click Menus. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Shortcut Keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Right-click Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Working with Grids and Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
About Grids and Forms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Viewing Basic Information about a Grid or Form . . . . . . . . . . . . . . . . . . . . . . . . . 40
Adding a Row to a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Sorting the Contents of a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Filtering the Contents of a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Filtering the Contents of a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Turning Off a Filter in a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Searching or Replacing the Contents of a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Temporarily Changing the Display of a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Refreshing the Information in a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Exporting the Contents of a Grid or Form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Deleting a Row from a Grid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

Chapter 3: Basic tasks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53


About Basic Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Starting a Horizon Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Using the Mouse to Start a Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Using the Keyboard to Start a Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Activating an Open Process Window or Record. . . . . . . . . . . . . . . . . . . . . . . . . . 57
Saving Data to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Sending Data to Another Process. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Changing Information for a Group of Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Entering Special Characters and Diacritics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Using Diacritic Shortcuts from the Keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Using the Diacritic Shortcut Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Using the Diacritic Button Bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Using ALA Hex Set Codes to Enter Diacritics . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

iv
Contents

Chapter 4: Searching. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
About Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Setup for Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Records You Can Search For . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Types of Searches . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Entering a Search Term . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Searching Processes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Searching Paths . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Main Search Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Title Alphabetical Browse List Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Authority Alphabetical Browse List Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Authority List Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Titles List Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Bibliographic Detail Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Copies Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Basic Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Doing a Basic Search. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Keyword Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Doing a Keyword Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Viewing a Keyword List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Using Keyword Browse in Unicode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Alphabetical Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Searching Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Restricting a Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Sorting a Titles List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Limiting a Titles List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Limiting a Titles List Using Dates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Limiting a Search by Volume . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Viewing Related Works . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Conducting a Previous Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Requesting Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Making a Request. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Viewing a List of Requests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Editing a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Reordering Names in a Request Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Deleting a Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Viewing Detailed Information about an Item . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Saving a List of Bib or Item Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102
Bookmarking a Record . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Viewing a Bookmark List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Printing a Bookmark List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Saving a Bookmark List to a File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Deleting a Bookmark Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

v
Contents

Other Types of Searching . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106


Doing a Compound Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Doing an Expert Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108
Searching for New Additions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Searching Different Databases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Searching a Z39.50 Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112
Searching another Horizon Database Using a Stand-alone Staff Searching Program113

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

vi
About this guide
Welcome to the Horizon Basics Guide. This guide explains basic information about
Horizon library automation software. It gives you a brief overview of the software,
and explains how to work in the Launcher environment and in Horizon windows. It
also explains basic tasks you may need to do as you work in Horizon, and how to
search for information using Horizon’s staff searching interface.

This guide is for library staff. It may also be helpful to new Horizon system
administrators. All of the user’s, setup, and administrator’s guides for Horizon
assume that you are familiar with the information in this guide.

For more information about this guide, see these topics:

• Summary of contents on page vii


• Conventions used in this guide on page viii
• Possible differences between the software and this guide on page ix
• Documentation updates on page ix
• Comments and suggestions on page x

Summary of contents
This guide contains these major sections:

• Chapter 1, “Getting started,” on page 1 explains the basic information you


need to begin using this guide. It gives you an overview of this guide and lists
the Microsoft Windows tasks you should know how to do before using
Horizon. It also gives a brief overview of the main categories of Horizon
processes, and explains how to log in and out of Horizon.
• Chapter 2, “Horizon user interface,” on page 13 explains the basic features of
the Horizon staff user interface. It gives an overview of the Launcher interface
(the framework that lets you open Horizon processes). It also gives an overview
of the different types of windows you use in Horizon, including grids and
forms.
• Chapter 3, “Basic tasks,” on page 53 explains basic Horizon tasks that apply to
many different Horizon processes. It explains how to activate a Horizon process
and work in the windows within a process. It also explains how to change
information for a group of items and how to enter special characters (diacritics)
in Horizon records.
• Chapter 4, “Searching,” on page 71 explains how to find items in your library
catalog using basic and advanced searching methods. It also explains how to
use searching features to customize your search, work with your search results,
or do special types of searches.
• Index to the guide.

vii
About this guide

Conventions used in this guide


This guide uses terms, typefaces, and symbols to denote different kinds of
information. Understanding these conventions can help you recognize the
information you need more quickly.

Symbols
This guide uses these symbols:

Symbol Description

Tip
This symbol indicates additional notes or helpful tips.

Important
This symbol indicates important information or
warnings.

Mouse conventions
The following terms are used in this guide to describe actions you do with a mouse.

Term Definition

Click To place the mouse pointer on an icon, command, or


button and quickly press and release the primary
(usually the left) button once.

Double-click To place the mouse pointer on an icon, command, or


button and quickly press and release the primary
mouse button twice.

Right-click To place the mouse pointer on an icon, command, or


button and quickly press and release the secondary
(usually the right) button.

Drag To press and hold the primary mouse button while


moving the mouse.

Choose To click a button or an option from a menu, group of


options, or list.

Select To click once on an option in a list so that the option is


highlighted. In a field, you may drag the mouse over
text to select that text.

Keyboard conventions
This guide refers to keys following the standard convention of 101-key keyboards.
For example, Ctrl is the control key, Alt is the alternate key, Enter is enter or return.

viii Horizon Basics User Guide


About this guide

When you need to press two or more keys at the same time to do an action, the keys
are connected with a plus sign (+). For example, Alt+H means to press and hold the
Alt key while you also press H.

Keys you press appear in bold type in steps. Text or numbers that you need to enter
using the keyboard also appear in bold (for example, “Type main in the Location
field”).

Other conventions
In step-by-step instructions, the names of menus, buttons, fields, and other options
appear in bold type (for example, “the OK button” or“the Title field”).

When you are instructed to choose an option from a menu, the menu and menu
options are separated by the greater-than symbol (>). For example, “choose File >
Save” means to choose the File menu then choose the Save option from the menu.
This convention is also used to show the sequence of items you use on the
navigation bar to open a form.

Text in italics shows general information that you must replace with information
that is specific to your system. For example, you would replace password with a
specific password, such as 123gr@ndma.

File and directory names, code examples, and computer output appear in Courier.

Possible differences between the software and this guide


The names, labels, and sample windows in this guide reflect the default settings
that are delivered with most new installations. The settings on your system may be
different from these defaults, depending on your library’s implementation choices
and the way your system administrator sets up your system. (For example, your
system administrator can change labels and set up security to limit access to certain
features.)

Additionally, as you use the software, you can resize windows or customize your
workspace. Consequently, your software environment may look and function
differently than the environment described in the tasks in this guide. (For
information about customizing and restoring window size or the Launcher
workspace, see the Basics Guide.)

Documentation updates
Updates to this guide are posted to the customer support website between releases,
as necessary. These updates provide corrections to unclear, incorrect, or incomplete
information. They also provide documentation for enhancements that were not
complete at the time the guide was first published.

Possible differences between the software and this guide ix


About this guide

You may access the customer support website at http://clientcare.sirsidynix.com.

The customer support website requires a user name and


password. If you do not already have a user name and password,
contact your system administrator to receive one.

Documentation updates are available as a PDF (Portable Document Format) file .

To view a PDF file, you must install Adobe’s Acrobat Reader on your workstation.
You can download Acrobat Reader free of charge at Adobe’s web site, http://
www.adobe.com.

Comments and suggestions


SirsiDynix welcomes and appreciates your comments on its documentation. We
want to know what you think about our manuals and how we can make them better.
If you have comments about this guide, please send them to [email protected].

Be sure to include the title and version number of the guide and tell how you used
it. Then tell us your feelings about its strengths and weaknesses and any
recommendations for improvements.

x Horizon Basics User Guide


Chapter 1: Getting started
This chapter provides you with the basic information you need to begin using this
guide. It tells you where you can get additional help and explains Windows basics.

It also gives you a brief overview of Horizon, explains how to log in to and out of
the Launcher, and introduces Horizon processes, security, and record ownership.

This chapter contains these topics:

• Getting Help on page 1


• Windows Basics on page 2
• Horizon Overview on page 5

Getting Help
When you need help working in Horizon, you can use these sources to find answers
to your questions:

• User’s Guides. The Horizon user’s guides give step-by-step instructions for the
tasks that you can do in Horizon.
• Online Help Center. The Help Center lets you search PDF versions of any
Horizon user’s guide you have installed on your workstation as well as the
Horizon Basics Guide and the Launcher Customization Guide. You can also use the
Help Center to access SirsiDynix customer support information and additional
SirsiDynix resources on the Web. To access the Help Center, choose the Launch
Help Center option on the Help menu or press F1.
• Customer Service Center on the Web. Among other things, this site gives you
access to documentation updates, technical topics, product updates, and
Support Portal. (Support Portal is a database of customer issues and problems
about SirsiDynix products that have been logged with Customer Support and
have resolutions, which you can search for and view.) To access this site, go to
clientcare.sirsidynix.com in the Address field of your web browser. Then click
the links that take you to the Support Portal. All the links into the Customer
Service centers are password protected. To get access, call your Customer
Relations Manager.
• Training. SirsiDynix provides a wide range of training services. For more
information, visit the Training section of SirsiDynix’s customer web site, or in
North America call 1-800-713-9649.

If you do not get the help you need from any of these sources, you can contact a
customer support representative.

Only your library’s authorized representative may contact


SirsiDynix Customer Support. An authorization code is required.

1
Chapter 1: Getting started

If you do not already know who to contact for support, you can use this contact
information to get started.

Asia Pacific
Office: 1-800-882-400 or (61) 388 513 500
Customer Support: [email protected]
Fax: (64) 9 920 9659

France
Office: (33) 1 39 20 13 80
Fax: (33) 1 39 53 30 82

North America
Office: 1-800-288-8020
Customer Support: 1-800-284-3969
Customer Support Fax: 1-801-223-5202

United Kingdom
Office: 44 (0) 1494 777 500
Customer Support: [email protected]
Fax: 44 (0) 1494 777 600

For the latest contact information (including global offices), visit


clientcare.sirsidynix.com.

Windows Basics
This guide assumes that you have a basic knowledge of your Windows operating
system. At the minimum, you should know how to do these tasks:

• Start and quit programs, explore your disk, work with files and folders, and
switch between open windows.
• Use a mouse or keyboard to do basic tasks, such as choosing menu options and
buttons.
• Work with windows (selecting, moving, minimizing, restoring, maximizing,
sizing, scrolling, closing, and so on).
• Work with dialog boxes.
• Customize Windows printer settings.

If you do not know how to do these tasks, refer to the Windows online help or your
Microsoft Windows manual. To display Windows help, click the Start button, then
click Help. To run the Windows online tutorial, double-click the help topic called
“Tour: Ten minutes to using Windows” in the Help Contents. (This may not be
available for all systems.)

Before you start using Horizon, you may need to adjust some of your Windows
settings on your workstation.

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Chapter 1: Getting started

This section explains these topics:

• Checking or Changing Windows Date Settings on page 3


• Changing the Display Color for Explanations in Certain Dialog Boxes on page 3

Checking or Changing Windows Date Settings


When you enter a date in Horizon, you must use the format that is specified in your
Windows settings (for example, MM/DD/YY). If you do not know what format to
use, you can do these steps to check or change your Windows date settings:

To check or change Windows date settings


1 At your Windows desktop, choose Start, Settings, Control Panel.

2 Double-click Regional Settings to display the Regional Settings Properties


window.

3 Click the Date tab.

Windows displays your date settings.

4 If you want to use a different setting, highlight the format you want in the Short
date style drop-down list.

5 Click Apply to save your change, then click OK to close the window.

6 Close the Control Panel window.

Changing the Display Color for Explanations in Certain Dialog


Boxes
Dialog boxes and windows often give explanations of the content that you can
enter, or display other information. Some of this text displays in the color you have
assigned to the Windows Desktop. If you use a light color or a light gray for your
Desktop color, you may not be able to see the explanations against Horizon’s gray
background.

Windows Basics 3
Chapter 1: Getting started

Here are examples of a dialog box and a list window showing text that displays in
the Desktop color:

The Windows Desktop color setting applies only to your workstation and remains
until you change it.

To change the display color for explanations in certain dialog boxes


1 At your Windows desktop, choose Start, Settings, Control Panel.

2 Double-click Display to display the Display Properties window.

3 Click the Appearance tab.

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Chapter 1: Getting started

Windows displays the Appearance tab in the Display Properties dialog box:

4 In the Item field, choose Desktop from the drop-down menu.

5 Choose a color from the Color pop-up menu to contrast with the background
colors in the Horizon dialog boxes.

6 Click OK.

Windows changes the color of all items controlled by the Desktop color to the
color you chose.

7 Close the Control Panel.

Horizon Overview
Horizon is a comprehensive library automation system developed and supported
by SirsiDynix (www.sirsidynix.com). As a client/server system, Horizon lets you
use client software to log in to a Horizon server, which hosts a database of your
library’s records.

Your library can use the Horizon software to do a wide variety of tasks. For
example, your library can:

• Maintain an online catalog of books, periodicals, and media items.


• Keep track of the items borrowed from your library and the people who have
borrowed them, as well as due dates and fines due.
• Process information about the new items your library buys.

Horizon Overview 5
Chapter 1: Getting started

As a library staff user, you can log in to Horizon from any Microsoft Windows-
based PC where your system administrator has installed the Horizon client
software. Once you log in, you can do your regular library tasks using the Horizon
processes that you have security rights to access, or using the records for which you
have ownership rights.

This section explains these topics:

• Logging In to and Out of Horizon on page 6


• Horizon Processes on page 10
• Horizon Security on page 11
• Record Ownership on page 11

Logging In to and Out of Horizon


Before you can begin using Horizon, you need to know how to log in to Horizon.
You also need to know how to change to the next user, or log off of the Horizon
system.

This section explains these topics:

• Logging In to Horizon on page 6


• Changing Users or Logging Off on page 9

Logging In to Horizon
When you log in to Horizon, you can choose the server and database you want to
access, then enter a Horizon user name and password. Your user ID is linked to
security and preference settings that your system administrator chooses. (For
example, your user ID determines which Horizon processes you can access and
which processes start automatically when you log in to Horizon. For more
information on security, see Horizon Security on page 11.)

When you log in, you can change some options, such as the location you want to
access, and the font type and size you want the Horizon windows to display.

If SirsiDynix maintains your Horizon server for you, you must


access the Horizon icon by using Citrix client software. (For more
information, talk to your system administrator, or see the Citrix
Client Setup for Horizon Library Systems Guide.)

To log in to Horizon
1 Log in to the computer where your Horizon client software is installed.

2 Double-click the Horizon icon on your workstation desktop:

Horizon displays the Horizon Sunrise startup dialog box. If any user has
previously logged on to Horizon from your workstation, these fields contain
the same settings that were entered the last time a user logged on, except for the
password.

3 Do one of these options:

6 Horizon Basics User Guide


Chapter 1: Getting started

• If you want to log in using the default information shown in the fields, do
these steps:

– Enter your Horizon password in the Password field.

– Click OK.

– Skip the remaining steps.

• If you want to change information before logging in, update these fields, as
necessary:

Field Action

User Enter your Horizon user ID.


This user ID is case-sensitive. Your user ID determines the
Horizon processes and menu options that you can access. (You
can change users later by choosing File, Change User.)

Server Enter or choose the name of your Horizon server.


The server is the computer that contains your Horizon database
and runs the SQL server software. The server software allows
client workstations to send and retrieve information from the
database.
Note: When you enter a server name for the first time, Horizon
asks you to enter a server-specific login and password.

Password Enter your Horizon password.


This password is case-sensitive.
Your password may occasionally expire. If so, follow your
organization’s policy for choosing a new password.

Database Enter or choose the name of your Horizon database.


You may have more than one database. (For example, you may
have a training database in addition to your regular database.)

The first time you access your database, Horizon displays the Login Options
dialog box (you can also display this dialog box from the Horizon Sunrise
Startup dialog box by clicking the Options button after you enter your
password):

Horizon Overview 7
Chapter 1: Getting started

4 Complete or update these fields as necessary to change your login options:

Field Action

Location Choose the library or collection you want to work with.


(You can change the location later by choosing File, Change
Location.)

Default Owner Choose the owner you want to assign to any records you create.
(For more information on record ownership, see Record
Ownership on page 11.) You can change the default owner for a
login session later by choosing File, Change Default Owner.)

Language Choose the language you want Horizon to use on the window
displays.

Window font Choose the font you want Horizon to use on the window
displays.
If you want to display non-ASCII characters, you should choose
a Unicode font.

Font size Choose the font size you want Horizon to use on the window
displays.
A large font may not display all the characters in a field.

Make default Mark this box if you want the choices you made to affect
Horizon every time you log on.

5 Click OK.

Horizon opens the Launcher window:

6 Activate the Horizon process that you want to work with.

8 Horizon Basics User Guide


Chapter 1: Getting started

• Starting a Horizon Process (see Starting a Horizon Process on page 53)


• Horizon Processes (see Horizon Processes on page 10)
• Overview of the Launcher (see Overview of the Launcher on page 14)

Changing Users or Logging Off


When you are finished with your work in Horizon, you should either change users
or log off to safeguard the workstation from unauthorized use. Changing the user
lets the next user access the processes, menu options, and features that he or she has
security rights to access without having to shut down and reopen Horizon.

Never leave your workstation unattended without first changing


users or logging off; otherwise, you may give unauthorized users
access to the system.

This section explains these topics:

• Changing users on page 9


• Logging off of Horizon on page 9

Changing users

To change users
1 If necessary, save changes in any open Horizon windows.

2 Choose File, Change User.

Horizon displays the Change User dialog box:

3 In the User field, enter the next user’s user ID.

4 In the Password field, enter the next user’s password.

5 Click OK.

Horizon changes launcher security and preference settings to match the user ID
you entered.

Logging off of Horizon

To log off Horizon


1 If necessary, save changes in any open Horizon windows.

Horizon Overview 9
Chapter 1: Getting started

2 Choose File, Exit, or click the Close button ( ) in the upper-right corner of the
Launcher.

Horizon closes the Launcher.

Horizon Processes
The Horizon system consists of different features called “processes.” Each process
lets your library staff do a certain type of library task. To help your library’s
workflow, the default Horizon installation organizes the processes into categories
(sometimes called “modules”).

Each category has its own folder on the Launcher navigation bar. (For more
information, see Overview of the Launcher on page 14.) Your system administrator
determines which folders and processes you have access to in your Horizon
environment.

Horizon includes these main categories of processes:

• Cataloging. Lets your library set up and maintain a library catalog. Horizon
catalogs both MARC and non-MARC records.
• Circulation. Lets your library check items in and out. Circulation also lets you
and track information about “borrowers” (the individuals who check out items
from your library). (For example, for each borrower you can keep track of
contact information, the items checked out, overdue fines, and hold requests.)
• Acquisitions. Helps you acquire items for your library. You can create, track,
and process purchase orders and maintain accurate purchasing records. You
can customize Acquisitions to fit your library’s accounting system.
• Serials. Lets you manage periodical subscriptions (magazines, newspapers, and
journals). You can process newly arrived periodicals, predict receiving dates for
future issues, and generate claims to vendors for late issues. Serials also lets you
route specific copies to different people and departments. If your library
chooses to bind serials issues together, your library may also use Serials
Binding, which helps your library organize serials issues for shipment to the
company who does the binding.
• Administration. Lets your library’s system administrator set up and maintain
your library’s Horizon database and security.

Each of these categories of processes are explained in separate user’s or


administrator’s guides. Your library may also use additional Horizon products,
such as Reserve Bookroom, Media Scheduling, Home Service, or Inventory.

10 Horizon Basics User Guide


Chapter 1: Getting started

Horizon also includes processes that let you search for items in your library catalog,
or for other records on your database, such as purchase orders in Acquisitions. (For
more information on searching, see Chapter 4, “Searching,” on page 71.)

Borrowers can search your library’s Horizon catalog by using a


web browser to access the Horizon Information Portal searching
interface. Depending on how your library chooses to set up
Information Portal, borrowers can also use Information Portal to
create book lists, place hold requests, and view personal
information (such as fines and items checked out). (For more
information on Information Portal, see the Information Portal
online help or the Information Portal System Administrator’s Guide.)

Horizon Security
Your Horizon system administrator manages the security for your library’s Horizon
system. You can access a Horizon process only if your system administrator has
granted your user ID the rights to access that process.

Some processes or menu options that you do have access to may be protected by a
password. While you are working in Horizon, the system may display this dialog
box:

Before you can continue with your task, you need to ask your supervisor to enter an
authorized user name and password. Your supervisor’s approval applies only for
your current task. The next time you access the same function or option, your
supervisor will need to enter a user name and password again. (For more
information on Horizon security, talk with your system administrator, or see
“Securing Horizon” in the “Security and Preferences” chapter of the System
Administration Guide.)

Record Ownership
Your library can choose to assign record ownerships to locations, collections, staff
groups, or any other owning category your library chooses to set up. When you
open an Owned record, you may have restricted rights to edit the record. When you
create a new record, the access rights attached to the record depend on the
ownership value you assign to the record.

Horizon Overview 11
Chapter 1: Getting started

You choose a default ownership value when you log in to Horizon. (For more
information, see Logging In to Horizon on page 6.) You can also change the default
owner for your current login session by choosing Change Default Owner from the
File menu. (For more information on record ownership, see “Securing Horizon” in
the “Security and Preferences” chapter of the System Administration Guide.)

12 Horizon Basics User Guide


Chapter 2: Horizon user interface
This chapter explains the basic features of the Horizon staff user interface. It gives
an overview of the Launcher and Horizon windows. It also explains how to use
shortcuts and right-click menus.

This chapter contains these topics:

• About the Horizon User Interface on page 13


• Overview of the Launcher on page 14
• Overview of Horizon Process Windows on page 25
• Using Shortcut Keys and Right-click Menus on page 34
• Working with Grids and Forms on page 37

About the Horizon User Interface


The Horizon user interface is similar to the interface of other applications that run
on a Microsoft Windows operating system. However, the Horizon interface has
many features that are unique to Horizon. This chapter gives an overview of those
unique Horizon features. It also helps you to understand how some standard
Microsoft Windows features work within the Horizon interface.

The basic framework of the Horizon interface is called “the Launcher.” The
Launcher lets you open (or “launch”) the various processes that you use in Horizon,
and navigate between those processes. It also lets you customize some areas of your
Horizon interface. (For more information on customizing the interface, see the
Launcher Configuration Guide.)

Once a process is open, you can work in various types of Horizon process windows.
These windows let you view and edit information that is stored in your library’s
database. For most processes, you view information in a “list” window, and then
edit in an “edit” window. For a few processes, you work in a “grids and forms”
interface that lets you complete records more quickly and use tools that help your
data-entry efficiency. The windows that display depend on what process you are
using and where that process fits in your library's workflow.

Horizon also lets you use shortcuts and right-click menus to quickly access features
and options.

13
Chapter 2: Horizon user interface

Overview of the Launcher


The Launcher is the basic framework of the Horizon interface. The Launcher lets
you easily and quickly access Horizon features in a variety of ways. This section
explains the basic features of the Launcher interface. (For information on doing
tasks in this interface, see Chapter 3, “Basic tasks,” on page 53.)

The Launcher interface includes many of the same features as other Microsoft
Windows-based products. Here is an example of the Launcher window, showing an
active Horizon process window in the workspace:

Your Launcher may appear different, depending on how you or


your system administrator has configured your Launcher
environment. (For more information on configuring the Launcher,
see the Launcher Configuration Guide.)

The main Launcher window includes these features:

• Title bar. Displays the location that you are logged in to. If you have started a
Horizon process, it also displays the name of the active process or window.
• Window Control button. Lets you minimize or maximize the main Launcher
window. Horizon process windows also include this button. (You can also
resize the window by clicking the mouse over an edge or corner and dragging
the window until it is the size you want.)
• Windows buttons. Let you minimize, maximize, or close the main Launcher
window. Horizon process windows also include these buttons.

14 Horizon Basics User Guide


Chapter 2: Horizon user interface

• Menu bar. Displays the menus available for the current open process. Clicking
on a menu opens a drop-down list of menu options. (For more information, see
Menu Bar on page 15.)
• Toolbar. Includes standard Windows buttons and other buttons that let you
change the Launcher workspace. Your toolbar may also include buttons that let
you open a Horizon process. (For more information, see Toolbar on page 16.)
• Navigation bar. Displays a tree menu of folders that let you open a Horizon
process. (For more information, see Navigation Bar on page 19.)
• Status bar. Displays status information, depending on the process you are
using. (For example, it may display your user ID or the server and location you
are logged in to.) This bar displays by default, but you can hide it by choosing
Status Bar from the View menu.
• Workspace. Displays any open Horizon process windows. You can choose the
position of windows in the workspace, or change the size of the workspace. (For
more information, see Workspace on page 21.)
• Workbook. Displays a tab for each open Horizon process window. You can click
on a tab to activate (or bring to the front) a window that is currently open. (For
more information, see Workbook on page 24.)
• Diacritic Shortcut bar and Button bar. (Not shown) Lets you use short cuts or
buttons to enter special characters in Horizon windows. (For more information,
see Entering Special Characters and Diacritics on page 64.)

This section explains these topics:

• Menu Bar on page 15


• Toolbar on page 16
• Navigation Bar on page 19
• Workspace on page 21
• Workbook on page 24

Menu Bar
The menu bar displays at the top of the Launcher window, and displays only those
menus that relate to the process or task that you are currently using. Here is an
example of the menu bar that displays at the list window for a new search:

The menu bar is disabled if you are doing a search, and the Main
Search window is open. To close the Main Search window so you
can access the menu bar, click Cancel.

Overview of the Launcher 15


Chapter 2: Horizon user interface

You can choose menu options using the mouse or the keyboard:

To choose a menu option using the mouse To choose a menu option using the keyboard

1. Click on a menu from the menu bar. 1. Press the ALT key to highlight the menu
Horizon displays a drop-down list of bar.
menu options. 2. Press the underlined letter of the menu
2. Click on the menu option you want. you want, or use the arrow keys to move
through the menu bar, then press ENTER.
Horizon displays a drop-down list of
menu options.
3. Press the underlined letter for the menu
option you want.
For more information on using keyboard
shortcuts, see Shortcut Keys on page 34.

Toolbar
The default Horizon toolbar displays near the top of the Launcher window, and
includes standard Windows buttons and other buttons that let you change the
Launcher workspace. Your toolbar may also include buttons that let you open a
Horizon process.

You or your administrator can add new buttons to the toolbar, change the
appearance or location of the toolbar, or add a new toolbar. (For instructions, see
“Customizing the Toolbar” in the Launcher Configuration Guide.)

This section explains these topics:

• Buttons on the Default Toolbar on page 16


• Displaying or Hiding a Toolbar on page 17
• Moving a Toolbar on page 18

Buttons on the Default Toolbar


These are the buttons on the default toolbar:

Toolbar Button Name Description

Save Lets you save Horizon information to a file.

Print Lets you print Horizon information.

Cut Lets you cut information from a field.

Copy Lets you copy information in a field.

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Chapter 2: Horizon user interface

Toolbar Button Name Description

Paste Lets you paste information in Horizon windows


or other application windows.

Undo Lets you undo the last change you made in


Horizon.

Redo Lets you redo the last change that you decided to
undo.

Toggle Lets you hide or display the navigation bar.


Navigation Bar (For more information on the navigation bar, see
Navigation Bar on page 19.)

Toggle Workbook Lets you hide or display the workbook.

Toggle Diacritic Lets you hide or display the diacritic shortcut bar.
Shortcut Bar (For more information on using the shortcut bar,
see Using the Diacritic Shortcut Bar on page 65.)

Toggle Diacritic Lets you hide or display the diacritic button bar.
Button Bar (For more information on using the button bar,
see Using the Diacritic Button Bar on page 67.)

Toggle Full Screen Lets you increase the size of the active process
window to fill the entire screen. Also lets you
decrease the process window to its previous size.

Send to Lets you send data from one Horizon process to


another.
(For more information, see Sending Data to
Another Process on page 60.)

About Lets you view connection information (such as


the server and database you are currently
accessing) and the version numbers for your
Horizon application and database.
(For information on accessing a different server or
database, see Logging In to and Out of Horizon on
page 6.)

Help Lets you view the online help for a Horizon


process window.

Displaying or Hiding a Toolbar


You can choose to display or hide a toolbar. (For example, if you use a toolbar only
occasionally, you may want to hide it and then redisplay it when you are ready to
use it.)

Overview of the Launcher 17


Chapter 2: Horizon user interface

To display or hide a toolbar


1 Log in to Horizon.

2 Right-click anywhere in the Horizon workspace.

Horizon displays a right-click menu:

3 Choose the name of the toolbar that you want to display or hide.

Horizon hides or displays the toolbar.

Moving a Toolbar
By default, the main toolbar displays near the top of the Launcher window, directly
below the menu bar. You can move the main toolbar, or any custom toolbar, to any
location on your computer’s desktop.

To move a toolbar
1 Log in to Horizon.

2 Click on the left side of the toolbar:

3 Drag the toolbar to where you want to place it.

If you move the toolbar directly to the right or left, the toolbar stays in a single
row in the toolbar space. If you move the toolbar to the Launcher workspace or
your computer’s desktop, the toolbar buttons display in a separate dialog box:

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Chapter 2: Horizon user interface

Navigation Bar
The navigation bar is a tree menu of folders. Each folder contains a group of related
Horizon processes. Here is an example of the navigation bar, showing the default
processes for the Searching folder:

The processes that display on the navigation bar depend on the processes that your
system administrator has allowed you to access, and whether your launcher
environment is set up to display those processes. (For instructions on customizing
the navigation bar, see the Launcher Configuration Guide.)

You can choose whether to display or hide the navigation bar, and choose where it
displays in the Launcher workspace.

This section explains these topics:

• Displaying or Hiding the Navigation Bar on page 19


• Moving the Navigation Bar on page 20

Displaying or Hiding the Navigation Bar


Horizon lets you show or hide the navigation bar. When the navigation bar is
visible, you can browse through the navigation bar tree to find the folders and
processes that you want. When the navigation bar is not visible, you have more
room in the Horizon workspace for other processes.

To display or hide the navigation bar


1 Log in to Horizon.

2 Choose View, Navigation Bar, or click the Toggle Navigation Bar button
in the default toolbar.

Horizon displays or hides the navigation bar.

Overview of the Launcher 19


Chapter 2: Horizon user interface

Moving the Navigation Bar


By default, the navigation bar displays on the left side of the Launcher workspace.
You can move the navigation bar and resize it as you would other windows, but it
remains inside the Launcher window.

To move the navigation bar


1 Log in to Horizon.

2 Click on the top of the navigation bar.

3 Drag the navigation bar to where you want to place it in the Launcher window.

The navigation bar now displays in a dialog box:

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Chapter 2: Horizon user interface

Workspace
The workspace displays open Horizon process windows. By default, Horizon opens
each new record or window in a cascade view:

Instead of this cascade view, you can choose to have Horizon position all open
windows horizontally or vertically. Or you can choose to display just some of the
windows that are currently open.

At any time, you can change the size of a window, or move a window to another
location on the Launcher workspace.

To position windows in the workspace


1 Log in to Horizon.

Overview of the Launcher 21


Chapter 2: Horizon user interface

2 Choose one of these options:

To do this Do this

Display all open windows or records so that you can see the top 1. Choose Window, Tile Horizontally.
portion of each window:

Display all open windows or records so that you can see the left 1. Choose Window, Tile Vertically.
portion of each window:

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Chapter 2: Horizon user interface

To do this Do this

Choose which open windows or records you want to display, 1. Choose Window, Smart Tile.
and whether they will display horizontally or vertically: Horizon displays the Smart Tile dialog
box:

2. Click on each window you want to


display.
3. Do one of these options:
• To display the windows horizontally,
click Horizontal.
• To display the windows vertically, click
Vertical.

Display all open windows or records so that the active window 1. Choose Window, Cascade.
is in front:

Change the size of a window. 1. Click on the side or corner of the


window.
2. Drag until the window is the size you
want.

Move a window to another location in the Launcher workspace. 1. Click on the title bar of the window.
2. Drag the window to the new location
you want.

Overview of the Launcher 23


Chapter 2: Horizon user interface

Workbook
By default, Horizon displays a set of tabs at the bottom of the Launcher—one tab for
each open window:

This workbook format lets you easily move from one open window to another by
clicking on the tabs.

You can choose whether to hide or display the workbook. (For example, you may
want to hide the workbook if your monitor is small and you want more space in
your Launcher workspace.)

To display or hide the workbook tabs


1 Log in to Horizon.

2 Choose View, Workbook, or click the Toggle Workbook button in the


default toolbar.

Horizon displays or hides the workbook tabs.

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Overview of Horizon Process Windows


The basic windows that display in Horizon are similar for most processes. (For
example, they all include a menu bar and toolbar.) Most processes also include
Search, List, and Edit windows that let you find, view, and edit records on the
Horizon system.

This section explains these topics:

• Search Windows on page 25


• List Windows on page 26
• Edit Windows on page 31

Search Windows
Horizon search windows let you search for records in a database. This is an example
of a search window that lets you search for borrowers:

Search windows share these features:

• Search Indexes. Let you choose the index, or search option, you want to search
on the database.
• Search prompt. Briefly explains what types of terms to enter that correspond to
the search index you choose. The prompt may include examples of search
terms.
• Search field. Lets you enter the text that you are searching for. (For example,
you can enter the borrower name you are looking for.)
• Command buttons. Let you do an action (for example, move to another
window, add a new entry, or show more information about an item). A disabled
button is gray and does not respond when you click it.
For more information on additional types of search windows and
instructions on using search windows to complete a search, see the
“Searching” chapter.

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List Windows
Horizon displays list windows to show the results of a search. You can choose items
from the list to see more information about them. This is an example of a list
window showing a list of titles:

List windows share these features:

• List. Displays your search results.


• Selector arrow. Lets you choose items from the list that you want to view, edit,
and so forth. You can use the mouse or arrow keys to move the arrow. (You can
also choose an item by entering the item number in the Selection field.)
• Retrieved field. Displays the total number of records Horizon found from your
search. If there are a large number of records, Horizon displays the first 30
records. Click Resume to display additional records.
• Display field. Displays the status of your search (for example “search
complete”).

List windows may include other buttons, such as these:

• Display button. Lets you change what columns display, the label and width of
columns, and the order they display in. (For more information, see Changing the
Columns in a List Window on page 27.)
• Sort button. Lets you change the order in which the columns display. (For more
information, see Sorting a List Window on page 29.)
• Limit button. Lets you limit or narrow your search results to meet certain
criteria. (For more information, see Limiting a Titles List on page 89.)
• Edit button. Lets you edit an item in the list.

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This section explains these topics:

• Changing the Columns in a List Window on page 27


• Sorting a List Window on page 29
• Choosing Items from a List on page 30

Changing the Columns in a List Window


If you want to, you can temporarily change the columns that appear in a list
window so you can see the information that is the most useful to your current task.
(For example, in Acquisitions, you can display the type of each statement, such as
Invoice, Credit, Refund, and so forth.)

Here is a sample window:

Your changes to a list window remain until you close that process
window. (To change the display more permanently, see the
“Horizon Views” chapter of the System Administration Guide.)

To change the columns in a list window


1 Access the list window that contains the columns you want to change. (For
instructions on accessing a process, see Starting a Horizon Process on page 53.)

2 Click Display.

Horizon displays a window that lets you change columns. Here is an example
of a window for an Acquisitions list window:

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3 Highlight the columns you want to display.

To highlight or unhighlight a column, click the column name.

If you choose to display too many columns, users may need to


resize the list window to be able to view all the columns.

4 In the Display properties group, choose the column for which you want to
change display properties, then complete these options to change the display:

Field Action

Position Enter the position you want to assign to the column.


(For example, enter “1” to display the column in the left-most
position, “2” for the second position from the left, and so on.)

Width Enter the number of characters you want to display in the


column.
(For example, enter “20” to display up to 20 characters of text in
the column.)
Note: If you chose to display too many columns in this list
window, the text in your columns may wrap to the next line. To
prevent the text from wrapping, you can enter a small number
of characters to keep the width of your columns small.

Label Enter the name you want to assign the column.

Right Justify Mark this box to right-justify the text in the column.

Code If your column displays predefined or coded information, such


as location, do one of these options:
• Mark code to display the abbreviated name of the code. (For
example, if you display a currency column, Horizon displays
“usd” for United States dollars.)
• Mark description to display a description of the code. (For
example, if you display a currency column, Horizon displays
“United States Dollar.”)

Value Lets you display parameters or settings in your columns. (For


example, you can display the spent event setting for a purchase
order in Acquisitions.) If your column is a value, do one of these
options:
• Mark short to display a brief description of the value.
• Mark long to display a complete description of the value.

5 Repeat step 4 for each column you want to change.

6 Click OK.

The list window shows your changes.

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Sorting a List Window


You can sort a list by any of the columns displayed in a list window. (For example,
you can sort a list of book titles by their publication dates.) Here is a sample
window:

If the list does not display the fields you want to sort by, you can
add them. (For instructions, see Changing the Columns in a List
Window on page 27.)

To sort a list window


1 Click Sort in the list window.

Horizon displays a dialog box showing the default sort order for the List
window. Here is an example:

2 Click the first option you want to sort by. (For example, if you want Horizon to
display entries in order by year, click Pub Date.) Horizon moves the sort option
you chose to the top of the list in the dialog box.

3 Click additional options to sort by, in the order in which you want the entries to
be sorted. (For example, if you clicked Pub Date as the first sort option, you can
click Title as the second sort option to display titles published in the same year
alphabetically by title.) As you choose an option, Horizon moves the option
toward the top of the list in the dialog box.

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4 If you want, mark the Descending sort box to sort the list from last to first (for
example, from Z to A or from the year 2000 to 1900).

5 Click OK to save your changes and return to the list window.

Note: The sort remains in effect only while you are in the list window. Once you
close the window, the default sort fields return.

Choosing Items from a List


You can choose one or more items from a list. This lets you move one or more items
from one window to another where you can view, edit, or process the items. (For
example, you can choose an item from a list of titles and view details about that
title.) You can also choose items from a list to move them from one process to
another. (For instructions, see Sending Data to Another Process on page 60.)

This sample list window shows multiple chosen items:

Some Horizon windows let you use the standard Microsoft


Windows SHIFT and CTRL keys to choose multiple items in a list.

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To choose items from a list


1 Do one of these options:

To choose a single item To choose multiple items with the To choose multiple items with the
mouse keyboard

1. Double-click the item you want. 1. Move the mouse to the item 1. Use the arrow keys to move the
Horizon highlights the item and you want to choose. selector arrow to the item you
moves it to the next window as 2. Highlight the item or items want.
if you had clicked the button in you want by clicking once on 2. Press the space bar on an item
the bottom-left corner of the list each item you want, then use the arrow key
window. to move to the next item you
want and click the space bar
again.
Horizon highlights each item you
choose.

You can also choose items by entering their numbers in the


Selection field (for example, “1-3, 7, 10-15”).

2 Click the button for the action you want. (For example, click the Show Titles
button.) This will start the action for the items you chose.

Edit Windows
Horizon edit windows let you update your database. You can open an edit window
from a list window. Here is an example of an edit window used for editing
borrower information:

Codes
button

Field

Group

Edit windows share these features:

• Field. Lets you enter and edit text. If the field accepts only predefined values
(codes), Horizon automatically completes the field as you start to enter text
with the value that most closely matches it. (For example, if you type “m” in the
Location field, Horizon enters “main”.)

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• Codes button. Lets you display a list of options for those fields that accept only
predefined values or codes. (You can also display a list of codes by placing your
cursor in the field and pressing F12. For more information, see Codes on
page 32.)
• Group. Lets you enter multiple values, or group entries, for the same field. (For
example, you can enter a home, work, and mailing address in the Addresses
group for the same borrower.) (For more information, see Groups on page 33.)
• Check box. (Not shown) Use this to turn an option on or off. Horizon displays
an “X” in the box if an option is turned on.
• Required fields. Horizon displays an asterisk next to all required fields in all
windows throughout the system. This feature helps you easily see those fields
required to save the record.
• Save button. Lets you save your changes to an edit window. Be sure to save
your changes before you close the window.
• Close button. Lets you close the edit window. Be sure to save your changes
before you close the window.

This section explains these topics:

• Codes on page 32
• Groups on page 33

Codes
Certain fields in edit windows accept only predefined values or codes. When you
click the Codes button, Horizon displays a list of valid options in a code lookup
window.

Here is an example of the code lookup window from the Edit Statement window in
Acquisitions:

• Code field. Displays the code you choose or lets you enter a code from the list.
When you start to enter the code, Horizon automatically completes your
selection.
• OK. Inserts the code into the field on the edit window and closes the code
lookup window.
• Cancel. Closes the window without inserting a code in the edit window.

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• Add. Lets you add a new code, if you are authorized.


• Edit. Lets you edit the code you choose, if you are authorized.

Groups
A group lets you enter multiple values, or group entries, for the same field. (For
example, you can enter a home, work, and mailing address in the Addresses group
for the same borrower, or you can enter both shipping and sales tax charges in the
Extra Charges group for a statement.) Groups let you work with subrecords in an
Edit window without having to open a new window. In effect, this layers the
information in one place, like a stack of papers where each sheet of paper has
unique information.

A group appears as a collection of fields, buttons, and a drop-down list set apart
from the rest of the edit window by a box that surrounds them. The drop-down list
summarizes each group entry. Horizon displays only one entry in the group at a
time. Use the drop-down list to display other entries. You can delete group entries
or create new ones.

Here is an example of a group:

• New. Lets you enter a new group entry. When you choose this option, Horizon
displays blank fields.
If you accidentally choose New but do not want to add a new
entry, choose Delete to remove the group entry. If you do not
delete it, Horizon prompts you when you save the record to fill in
the new group entry’s fields.

• Delete. Lets you delete a group entry. Be sure to highlight the group entry you
want to delete before you choose this option.
• Drop-down list. Displays a summary of each group entry.
• Field. Lets you add or edit text.
• Radio button. Lets you turn an option on or off. You can mark only one radio
button at a time. A marked button displays a black dot.

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Using Shortcut Keys and Right-click Menus


In most cases, the Horizon user’s guides explain only one way to complete a task.
However, you may be able to access commands, options, or processes in a variety of
ways.

From within the Launcher and Horizon windows, the quickest way to access a task
may be to use shortcut keys or to choose options on a right-click menu.

This section explains these topics:

• Shortcut Keys on page 34


• Right-click Menus on page 36

Shortcut Keys
Shortcut keys let you press a combination of keys on your keyboard to quickly
access a feature or complete an action. You can use several types of shortcut keys in
Horizon, including these:

• Navigation bar shortcuts. You can press F9 and a shortcut key to activate a
process the navigation bar. You or your system administrator must set up these
shortcuts. (For more information, see Using the Keyboard to Start a Process on
page 55.)
• Diacritic shortcuts. You can press F7 and a shortcut key to enter a diacritic or
special character. You or your system administrator must set up these shortcuts.
(For more information, see Using Diacritic Shortcuts from the Keyboard on
page 64.)
• Menu option shortcuts. You can press ALT and shortcut keys to access the
menu bar and any submenus or menu options. The shortcut key is the
underlined letter in the menu option:

For example, in Circulation, you can press ALT+B to open the Borrower menu.
Then, with the Borrower menu open, press F to access the Find Borrower menu
option.

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• Function keys. For some menu options, you can also press a function key. (For
example, in Circulation, you can press F5 to access the New Borrower menu
option.) From anywhere in Horizon, you can press these function keys to access
a certain window or command:

Press this function key To do this

F2 Open the main search window, or open a specific type of


search window, depending on where you are in the
software. (For more information, see Doing a Basic
Search on page 80.)

F7 Enter a shortcut for a diacritic or a composed string of


characters. (For more information, see Using Diacritic
Shortcuts from the Keyboard on page 64.)

F9 Activate the navigation bar, or enter the shortcut for a


process in the navigation bar. (For more information, see
Using the Keyboard to Start a Process on page 55.)

F10 Open the Send to menu. (For more information, see


Sending Data to Another Process on page 60.)

• Standard Windows shortcuts. You can use most standard Windows shortcut
keys that you can use in other Windows programs. (For example, you can press
CTRL+C to copy the contents of a field and CTRL+V to paste the contents in
another field or another Windows program.) Here is a list of the Windows
shortcut keys that you can use in Horizon:

Use this key combination To invoke this command

CTRL+A Select all text

CTRL+C Copy

CTRL+F Find

CTRL+N New

CTRL+O Open

CTRL+P Print

CTRL+V Paste

CTRL+X Cut

CTRL+Y Redo

CTRL+Z Undo

DEL Delete

CTRL+DEL Clear an entire field

CTRL+ESC Switch to the Start menu

CTRL+F Close

CTRL+F6 Next window

CTRL+SHIFT+F6 Previous window

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Use this key combination To invoke this command

ALT and the space bar Display the application system menu

ALT and a hyphen ( - ) Display the active window’s system menu

ALT+ESC Switch to the next application

ALT+F4 Close application

ALT+ PRINT SCREEN Copy an image of the active window to a clip board

ALT+TAB Switch between applications

SHIFT+ALT+TAB Switch to the previous application

PRINT SCREEN Copy an image of the entire screen to the clipboard

Right-click Menus
Right-click menus let you quickly access the commands, options, or features that
apply to the current window or process. You can right-click on most windows and
fields in Horizon to display a menu of options that apply to that window or field.

For example, you can right-click on these parts of the software to display a list of
menu options:

• Launcher workspace or toolbar. Right-clicking on the Launcher workspace or a


toolbar lets you choose to display or hide a toolbar. If your system
administrator allows it, you may also be able to access the Customize Launcher
window:

• Navigation bar. Right-clicking on the navigation bar lets you choose whether to
hide the navigation bar, to show menu shortcuts, and so forth. If your system
administrator allows it, you may also be able to customize your navigation bar:

• Process windows. Right-clicking on a process window lets you access some of


the options or features available from within that process. For example, in the
Checkin window, you can change the checkin date, exempt fines, and so forth:

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• Fields in a window. Right-clicking in a field lets you cut, copy, or paste text;
look up a code; and so forth:

Working with Grids and Forms


Some Horizon processes use a “grids and forms” interface. (This type of interface is
sometimes called a display context interface.) This interface lets you complete
records more quickly and let you use tools that can help your data-entry efficiency.
If a process uses the grids and forms interface, the navigation bar shows this grid
icon: .

Here is an example of some Cataloging processes that use grids and forms for the
user interface:

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This section explains these topics:

• About Grids and Forms on page 38


• Viewing Basic Information about a Grid or Form on page 40
• Adding a Row to a Grid on page 41
• Sorting the Contents of a Grid on page 42
• Filtering the Contents of a Grid on page 43
• Searching or Replacing the Contents of a Grid on page 45
• Temporarily Changing the Display of a Grid on page 46
• Refreshing the Information in a Grid on page 48
• Exporting the Contents of a Grid or Form on page 49
• Deleting a Row from a Grid on page 52

About Grids and Forms


Here is how grids and forms work together:

• Grids. A “grid” is a two-dimensional display consisting of rows and columns.


Each row in a grid represents a specific record, and each column in the grid
stores a piece of information (field) in that record. A grid is simply a way of
organizing similar data together.
Here is an example of a grid for Syntax and Validation setup in Cataloging
(which lets cataloging staff define valid cataloging types, tags, subfields, and
elements in MARC records):

• Forms. Forms expand a single row (record) from the grid into greater detail. A
form might display read-only information or let you enter new information that
defines the record with which you are working. A form can contain regular data
fields or may also contain grids of information.

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Here is an example of a form for the MARC21 bib record cataloging type
standard grid:

As you use grids and forms, some tasks work essentially the same, no matter what
process you are working with.

You can use these buttons as you complete grids and forms. (To save any of your
changes, you must click in any row in which you are not working and click Save.
Clicking in another row enables the Save button):

Button Description Use

Arrowhead Indicates the active or selected row.

Arrowhead and ellipsis Indicates that a form exists for this previously
completed row. You can edit the indicated record in
this form by double-clicking this button.

Asterisk Lets you add a row to the grid. You can add a new
record by completing the fields.
Note: If the grid allows you to add rows, Horizon
displays the asterisk button or asterisk and ellipsis
button as the last button on the window. You may
need to use the scroll bar to find it.

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Button Description Use

Asterisk and ellipsis Lets you add a row to the grid by opening a form. You
can add a new record by completing the fields.

Pencil and ellipsis Indicates that you are currently editing this row.

Grid options menu Lets you sort, filter, search, export, and change the
display of grid information. It also lets you copy,
delete, or batch edit a row’s information.
Note: This button is located on the left side of a grid’s
column headings.

Globe drop-down If you use a language other than US-English, this


button indicates that you may be able to view, add, or
edit a translation for the current information.

Viewing Basic Information about a Grid or Form


You can view basic information about a grid or form, such as the table in the
Horizon database that provides data for the grid or form, and whether you can add
or delete rows to a grid. Horizon lets you only view the information, not change it.

To view basic information about a grid or form


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Do one of these options:

To do this Do this

View the information about a grid 1. Click the Grid options menu box ( ).
2. Choose About this Grid.

View the information about a form 1. Find the form you want.
2. Right-click on the form.
3. Choose About this Form.

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Horizon displays the Information about this DC window:

3 View the information about the grid.

Adding a Row to a Grid


If you want to do so, you can add a row to a grid.

To add a row to a grid


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Do one of these options:

• Complete the last row of a grid and save the grid.

• Click the Grid options menu box ( ), and choose Add New Row.

• Horizon adds a new row to the grid, indicated by a pencil and ellipses.

• In the last blank row in the grid, double-click in the far-left row header field.

• Horizon displays a blank form for you to complete.

• If you want to add a row by copying an existing row, highlight the row you
want to copy, click the Grid options menu box ( ), and choose Copy
Selection.

Horizon copies over the information from the row you copied
only if you marked the Carryover box for each column that you
wanted to copy. (For instructions on accessing this box, see
Temporarily Changing the Display of a Grid on page 46.)

3 If you have not already done so, complete the information for the row.

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Chapter 2: Horizon user interface

4 Click in another row and save your changes.

Sorting the Contents of a Grid


You can sort the contents of a grid by any of the columns displayed in the grid
window. (For example, you can sort a list of MARC tags in Cataloging’s Syntax and
Validation grid by the tags’ labels or descriptions.)

To sort the contents of a grid


1 Start a process that uses grids.

Horizon displays the grid for the process you chose.

2 Do one of these options:

To sort this way Do this

Using one column 1. Double-click the column heading by which you


want to sort.

Using multiple columns 1. Double-click the column heading you want to use
as the primary sort column.
2. Hold down the CTRL key and double-click the
column heading you want to use as a secondary
sort column.

Horizon displays an arrow in the column heading to indicate which column it


used to sort the information. (If you are sorting using multiple columns,
Horizon displays numbers in the column headings to indicate the order in
which it is sorting information.)

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Here is an example of Horizon sorting the MARC tags grid in the Cat Type form
for Cataloging’s Syntax and Validation grid:

The sort remains in effect only while the grid is open. Once you
close the grid, Horizon reverts to the default sort order.

Filtering the Contents of a Grid


You can use SQL statements to filter the contents of a grid to return contents that
match certain criteria. (For example, if you are interested only in certain MARC tags
in Cataloging’s Syntax and Validation grid, you can filter the grid to display only
those MARC tags with that criteria.)

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In order to filter the contents of a grid or form, you must understand basic SQL
statements. (For more information about SQL statements, see your Sybase or
Microsoft documentation. For more information about using the “where” clause,
see “Using SQL Statements in the Table Editor” in the “Horizon Table Editor”
section of the “Getting Started” chapter of the System Administration Guide or talk to
your system administrator.)

Some grids have default filters that cannot be changed. In


addition, your system administrator may have previously set up
restrictions by which the grid may be filtered. (For example, the
system administrator can set up the grid to display specific MARC
tags.) If a filter has been set up previously, any filter you create
will not override the filter but act as a secondary filter.

This section explains these topics:

• Filtering the Contents of a Grid on page 44


• Turning Off a Filter in a Grid on page 45

Filtering the Contents of a Grid

To filter the contents of a grid


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Click the Grid menu options button ( ).

3 Choose Filter Grid.

Horizon displays the Select filter for grid contents window:

4 Enter the SQL statement you want to use to filter the rows, not including
“where”.

You should not include “where” in your SQL statement, since Horizon
automatically adds it to the statement when you click OK.

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Here is an example:

To filter a grid using this Do this

The location column Enter this statement, including spaces and quotation
marks:
location = “location name”
For example, enter this statement:
location = “main”

5 Click OK.

Horizon displays only the rows that match the “where” clause parameters.

Turning Off a Filter in a Grid

To turn off a filter in a grid


 Do one of these options:

• If you are finished with your task, close the grid that you filtered.

• When you open the grid again, the contents are not filtered.

• If you want to clear the filter without closing the grid, follow these steps:

– Click the Grid menu options button ( ) again.

– Choose Filter Grid.

Horizon displays the Select filter for grid contents window.

– Delete the SQL statement you entered.

– Click OK.

Horizon redisplays all the rows in the grid.

Searching or Replacing the Contents of a Grid


You can search the contents of a grid. If you want to do so, you can replace the
information you find, or continue searching for other information.

For example, if you are in Cataloging’s Syntax and Validation Linking tab and have
one or more See Tag or a See Also Tag fields that you want to find or change, you
can do so.

To search or replace the contents of a grid or form


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Click the Grid options menu button ( ).

3 Choose Find/Replace Grid.

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Chapter 2: Horizon user interface

Horizon displays the Find/Replace window:

4 Complete the fields as necessary:

Field Action

Find Cell Containing Enter the text you want to search for.
Note: If you want to search a column containing check
boxes, enter “0” (zero) to search for unmarked check boxes
or “1” (one) to search for marked check boxes.

In Column Choose the column you want to search.

Replace Cell Text With If necessary, mark this box and enter the text you want to
use as a replacement.
Note: If you want to replace fields in a column containing
check boxes, enter “0” (zero) to unmark a marked check
box, and “1” (one) to mark an unmarked check box.

Case Sensitive ? Mark this box if you want the search to look for text with
the exact capitalization you have specified.

Up/Down Click one of these to change the direction of your search.

5 Click Find Next.

If Horizon finds a field that matches your searching criteria, Horizon displays
an arrow and ellipsis button in the left-most column next to the row. It also
highlights the column you are searching. (If no field matches your criteria,
Horizon sounds a beep.)

6 Do one of these options:

• To change the column’s information, click Replace.

• To continue searching without changing the column’s information, click Find


Next.

7 Click in another row and save your changes.

Temporarily Changing the Display of a Grid


When you open a grid or form, some columns appear by default. If you want to do
so, you can temporarily change how these columns appear and function. That way,
you can see the column information that is most useful for your current task.

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To change the display, you can hide columns that currently display or display
additional columns that do not currently appear. You can also change the edit
properties for these columns. (For example, you can rearrange the order in which
columns appear in the grid, or you can determine whether the information in the
column is editable or always uses a default.)

The changes remain in effect only while the grid is open. Once you close the grid,
Horizon reverts to the default columns.

To temporarily change the display of a grid


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Click the Grid options menu button ( ).

3 Choose Change Grid Layout.

Horizon displays the Grid Configuration Options window.

Note: If a field option is grayed out, you cannot modify it.

4 In Grid Columns, highlight the column whose properties you want to change.

5 Complete the fields as necessary:

Field Action

Enabled This field shows you whether the column is enabled or disabled.

Required This field shows you whether Horizon requires you to enter
information in this column before the record can be saved.

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Field Action

Hidden Do one of these options:


• If you do not want this column to display, mark this box.
• If you want this column to display, make sure this box is not
marked.

Carryover Mark this box to use this column’s information in additional


rows you create in this grid.
The column’s information is used only if you use the Copy
Selection grid menu option to create a new row.

Default Value Enter the default data that you want to appear in a column when
you add a new row to the grid.
This is useful is you are creating multiple rows that use the same
information in certain fields.

Editable This field shows whether you can edit this column. If Always is
marked, you can edit the column any time. If Only on Add is
marked, you can edit the column only when adding new record.

Reset Grid Click this button if you want to change the display back to the
Configuration default.
from Database

Up/Down Click one of these to change the order in which the column
displays.

6 Click OK.

Note: Your display changes remain in effect only while the grid is open. Once
you close the grid, Horizon reverts to the default settings.

Refreshing the Information in a Grid


When you open a grid, Horizon displays a snapshot of data from your Horizon
database in the grid. If you or someone else changes information in the grid, the
grid may not display the changes. To see the changes, you can close and reopen the
view containing the grid, or you can refresh the information in the grid.

To refresh the information in a grid


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Click the Grid options menu button ( ).

3 Choose Requery Grid.

Horizon displays the updated grid.

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Chapter 2: Horizon user interface

Exporting the Contents of a Grid or Form


You can export the contents of a grid or form, or even the contents of the entire
source table for the grid or form. (For example, you can export the contents of the
grid to another database or to a backup source.) You can choose whether the
information will be exported into a comma-separated value file, a text file, or as a
SQL insert script.

To export the contents of a grid or form


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 Do one of these options:

To do this Do this

Export information in a grid 1. To highlight more than one row or column at


a time, press CTRL and click on each row or
column.
2. If you want to choose certain rows or columns
of the grid to export, click on each row or
column to highlight it.
3. Click the Grid options menu button ( ).

Export information in a form 1. Find the form you want.


2. Right-click on the form.

3 Choose Export.

Working with Grids and Forms 49


Chapter 2: Horizon user interface

Horizon displays the Export to File window:

4 Complete these fields:

Field Action

Export file name Enter or browse to the path where you want to export the file.

Export codepage Choose the codepage of the database to which you want to
export. (For more information on the codepage, see your
database’s SQL documentation.)

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Chapter 2: Horizon user interface

Field Action

Row Selection Do one of these options:


• To export all the rows in the table, choose All Table Rows.
This option exports all information for all of the rows in a
table, regardless of what Horizon displays in the grid.
• To export all of the rows displayed in the grid, choose All
Grid Rows.
This option exports every row that Horizon currently
displays in the grid.
• If you highlighted certain rows in the grid, choose Selected
Grid Rows.
This option exports only the rows that you highlighted in
the grid.
Note: If you use this option, you can also export selected
columns by also highlighting the columns you want to export
and clicking Selected Grid Columns.
• To use an SQL statement to choose specific rows to export,
choose Select Table Rows ‘where’, then enter the
conditions by which you want to limit the list.
You can use Boolean operators to enter two or more criteria.
If you do not enter a “where” statement, Horizon exports
the entire table.

Column Selection Do one of these options:


• To export all the columns in the table, choose All Table
Columns.
This option exports all information for all of the columns in
a table, regardless of what Horizon displays in the grid.
• To export all the currently visible columns in the grid,
choose All Grid Columns.
This option exports every column that Horizon currently
displays in the grid. You may need to unhide certain
columns in the grid that may be hidden.
• If you highlighted certain columns in the grid, choose
Selected Grid Columns.
This option exports only the columns that you highlighted
in the grid.
Note: If you use this option, you can also export selected rows
by also highlighting the rows you want to export and clicking
Selected Grid Rows.
• If you want to choose from a list of columns to export,
choose Select Columns, then choose the columns you want
to export and click OK.

Working with Grids and Forms 51


Chapter 2: Horizon user interface

Field Action

Export File Type Do one of these options:


• If you want to export the information into a comma-
separated value file (.csv), choose Comma-Delimited (.csv).
This option exports the complete information, regardless of
length.
• If you want to export the information into a text file (.txt)
with fixed-length fields, choose Length-Delimited.
This option exports the information up to a certain length;
therefore, some of the information may be cut off in the
exported file.
• If you want to use an SQL script to export the information to
another database, choose SQL Script (.sql), then continue
with step 5.

Include Column If you chose a Comma-Delimited (.csv) or Length-Delimited


Header (.txt) export file type and if you want to include column
headers with the exported information, mark this box.

5 If you chose SQL Script (.sql) at the Export File Type field and want to enter
specific export criteria, complete these fields; otherwise, continue with step 6.

Note: Even if you chose SQL Script (.sql) as the Export File Type, you do not
need to complete these fields. If you do not complete these fields, Horizon uses
the default settings for these fields.

6 Click Export.

Horizon exports the information to the file you specified.

Deleting a Row from a Grid


If you want to do so, you can delete a row from a grid.

To delete a row from a grid


1 Start a process that uses grids or forms.

Horizon displays the grid for the process you chose.

2 If you want to delete information, highlight the row you want.

3 Do one of these options:

• Click the Grid options menu button ( ), and choose Delete Selection.

• Highlight the row you want to delete and press DELETE.

4 Click Yes to confirm the deletion.

Horizon deletes the row and all of its information from the grid.

5 Click in another row and save your changes.

52 Horizon Basics User Guide


Chapter 3: Basic tasks
This chapter explains basic Horizon tasks that apply to many different Horizon
processes. It explains how to activate a Horizon process and work in the windows
within a process. It also explains how to change information for a group of items
and how to enter special characters (such as diacritics) in Horizon records.

This chapter contains these topics:

• About Basic Tasks on page 53


• Starting a Horizon Process on page 53
• Saving Data to a File on page 58
• Sending Data to Another Process on page 60
• Changing Information for a Group of Items on page 63
• Entering Special Characters and Diacritics on page 64

About Basic Tasks


This chapter explains basic tasks that work essentially the same, no matter what
Horizon process you are working with. (For example, when a window displays a
list of items, you can send an item to another process in a similar way, whether you
are using a Cataloging, Circulation, Acquisitions, or Serials process.)

Starting a Horizon Process


The beginning step of most tasks in the Horizon user’s guides tell you to start a
process. (For example, you can start a New Search process to search for an item in
your library’s catalog.)

You can start a process in a variety of ways. If you prefer to use the mouse, you can
click on icons in the navigation bar or on the toolbar. If you prefer to use the
keyboard, you can enter shortcut keys.

If the process is already started, but is running in the background of your Horizon
Launcher workspace, you can use either the mouse or the keyboard to make a
process the active process.

Your system administrator can customize your Launcher


environment, and may limit which processes you can access and
how you can access them.

53
Chapter 3: Basic tasks

This section explains these topics:

• Using the Mouse to Start a Process on page 54


• Using the Keyboard to Start a Process on page 55
• Activating an Open Process Window or Record on page 57

Using the Mouse to Start a Process


If you prefer to use the mouse when working in Horizon, you can start a process by
clicking on icons.

You can start a process by clicking on the process icon in the navigation bar. (The
navigation bar is a tree menu that uses folders to organize the processes that you
use in Horizon.) Your system administrator determines which processes are
available in your navigation bar.

If your toolbar has been set up to include processes, you can start a process by
clicking on a toolbar button. (For instructions on adding a process button to a
toolbar, see the “Customizing the Toolbar” chapter of the Launcher Configuration
Guide, or talk to your system administrator.)

To use the mouse to start a process from the navigation bar


1 Log in to Horizon.

2 Make sure the navigation bar is showing inside the Horizon workspace.

If you need to display the navigation bar, choose View, Navigation Bar.

3 Click the plus sign ( + ) next to the folder you want to open.

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Chapter 3: Basic tasks

Horizon displays any folders and processes in the folder you opened. Here is a
sample navigation bar with the Cataloging folder open:

4 If necessary, click the plus sign ( + ) next to any other folder you want to open
until you find the process you want to start.

5 Double-click the process that you want. (For example, if you want to create a
new bibliographic record, double-click Create New Bib.)

Horizon starts the process.

For more information on using Horizon process windows, see Overview of


Horizon Process Windows on page 25. For more information on doing the task
for a specific process, see the appropriate Horizon user’s guide.

Using the Keyboard to Start a Process


If you prefer to use the keyboard when working in Horizon, you can start a process
by pressing function keys and other shortcut keys.

If you or your system administrator has set up shortcut keys for a specific process in
the navigation bar, you can start the process by pressing the F9 function key and the
specific shortcut key for that process. (For instructions on adding a shortcut key for
a process in the navigation bar, see “Setting Up Shortcut Keys to Open Processes” in
the “Customizing the Navigation Bar” chapter of the Launcher Configuration Guide,
or talk to your system administrator. For information on other types of shortcut
keys, see Shortcut Keys on page 34.)

You do not need to have the navigation bar open to use the
available shortcut keys. You can close the navigation bar and still
use the shortcuts to start the processes.

Starting a Horizon Process 55


Chapter 3: Basic tasks

If you do not have shortcut keys set up, you can search for the process in the
navigation bar using a Find window.

If you have shortcut keys set up, but do not remember the shortcut for the process
you want to start, you can view the shortcut in the Shortcut column of the
Navigation bar:

If the navigation bar does not display the Shortcut column, you can display it by
right-clicking anywhere on the navigation bar, and choosing Show Menu
Shortcuts. If the shortcuts still do not display, close and reopen the navigation bar
folder for the process whose shortcut you want to view.

To use the keyboard to start a process


1 Log in to Horizon.

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Chapter 3: Basic tasks

2 Do one of these options:

To use the lead-in key To use the Find function

1. Press F9. 1. Press CTRL+F.


The lead-in key sets up the Horizon opens the Navigator Bar Find
system to accept your next dialog box.
keystroke as the code for the 2. In the Find What field, enter part or all
process. of the process name that you want to
2. Press the shortcut key for the look for.
process that you want to start. 3. If you want to limit your search, do one
or all of these options:
• To search for process names that match
the uppercase and lowercase letters that
you entered, mark the Match case box.
• To search for process names that match
only the whole word you entered, mark
the Match whole word only box.
• Choose whether you want to search up
or down.
4. Click Find Next.
Horizon finds the first occurrence of
your term.
5. If necessary, click Find Next multiple
times until you find the process you
want.
6. Double-click the icon of the process.

Horizon starts the process.

For more information on using Horizon process windows, see Overview of


Horizon Process Windows on page 25. For more information on completing a
specific process, see the appropriate Horizon user’s guide.

Activating an Open Process Window or Record


If you have already started a process, but it is not the active window in the
Launcher workspace, you need to make it the active process before you can
use it.

You can activate an open process in several ways:

• Choose Window and the number of the open window or record you want to
make active.
• Press ALT+F to activate the Window drop-down menu. Then type the number of
the open window or record you want to make active.
• If you can see part of the window or record you want to make active, click on
the window.
• Press CTRL+F6 to cycle through the open windows.
• If you are in Circulation, press F8 to toggle between the CKI and CKO
windows.

Starting a Horizon Process 57


Chapter 3: Basic tasks

• In the workbook at the bottom of the Launcher window, click the tab for the
open window or record you want to make active. If the workbook does not
display, you can choose View, Workbook to display it. (For more information,
see Workbook on page 24.)

Saving Data to a File


You can save the data in most Horizon lists and report windows to a file. (For more
information on saving data to a file for Horizon grids and forms, see Exporting the
Contents of a Grid or Form on page 49.) Saving data to a file lets you send the
information electronically (for example, via e-mail), or load the information into
other applications. (For example, you might save Acquisitions budget information
to a file so you can load the information into a spreadsheet program for further
statistical analysis.)

When you save a list to a file, you can specify how you want to format the data in
the file. (For example, you can choose to use commas to separate columns of data.)

You can open the file using a text editor, such as Notepad.

To save data to a file


1 Open the list or report you want to save to a file.

2 Do one of these options:

• Choose File, Save to File.

• Choose File, Export Records.

Horizon displays the Save to a File window.

3 Choose the folder where you want to save the file.

The default location is the folder where your Horizon software is installed. You
can also create a new folder.

Make sure the folder appears in the Save in field.

4 Enter a name for the file in the File name field.

5 Click Save.

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Chapter 3: Basic tasks

Horizon prompts you to set up the file format:

6 In the Format group, mark one of these options to choose how you want
Horizon to separate the columns of text in the file:

• Columns Separated by Tabs. Mark this option if the application in which you
plan to open the file requires columns of data to be separated by tabs.

• Columns Separated by Commas. Mark this option if the application in which


you plan to open the file requires columns of data to be separated by commas.
(Spreadsheet applications usually require that columns of data be separated
by commas.)

• As Displayed. Mark this option if you want to open the file directly using a
text editor, such as Notepad. Horizon saves the text with the same number of
spaces shown on the screen.

7 If the application in which you plan to open the file requires quotes around the
text fields, mark Put Quotes on Each Column.

This option is not available if you choose As Displayed in the Format group.

8 In the Headings group, mark one of these options to choose how you want
Horizon to save column names in the file.

• None. Mark this option to not include column names.

• Use Database Names. Mark this option to use the column names that are
used in the Horizon database, instead of the names displayed in the List
window (for example, “unit_price” instead of “Unit Price”).

This option is not available if you choose As Displayed in the Format group.

• As Displayed. Mark this option to use the column names that are displayed
in the List window (for example, Title, Unit Price, and
so on).

9 Click OK.

Horizon saves the file.

You can open the file using a text editor, such as Windows Notepad. (For more
information, see your Windows documentation.)

Saving Data to a File 59


Chapter 3: Basic tasks

Sending Data to Another Process


Horizon lets you send data from one process to another to make your library and
record management tasks easier. (For example, if you have access to both the MARC
Editor and the Serials processes from your workstation, you can send a serial bib
record from the MARC Editor to either Serials Checkin or Serials Control.)

To send data, you locate the data that you want to send, then access the Send To
menu. The Send To menu lists the available places to which you can send the data.
Here is an example of the Send To menu from a Titles search screen:

Each “receiver” (Horizon process that accepts the data) must be able to receive the
type of data you want to send. Therefore, the only options Horizon lists in the Send
To menu are valid options. (For example, you can send only item records to
Checkout. You must also have a borrower identified in Checkout. This is because
the Checkout process lets you check out only items to a specific borrower; you
cannot check out bib records or purchase requests to an empty CKO window.)

Generally, you can send data from any list that contains bib, authority, or item data.

Here is a partial list of windows or processes from which you can send data:

Main Process Sending Window or Process (Producer)

Cataloging MARC Editor


Item List

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Chapter 3: Basic tasks

Main Process Sending Window or Process (Producer)

Searching Bib Display


Bib List
Call List
Item Course Title
Close Auth
Item List
Open Auth
Open Uniform Title
Title List
Z Bib List
Z Bib Display
Z Scan List

Serials View PO
PO History
Binding Claim
Binding
Checkin
Claims
Issue
Route Set List

The Send To function works in one of these ways, depending on what kind of data
you want to send and where you want to send it:

• When you are working in a process from which you want to send data and you
choose a destination from the Send To menu, Horizon automatically starts the
receiver. (For example, you can do a search for an item using the New Search
process and choose MARC Editor from the Send To menu. Horizon
automatically opens the MARC Editor, if it is not already open, and displays the
item’s bib record.)

These receivers start automatically when you choose them from the Send To
menu:

Receivers that start automatically

Purchase Request (You can send multiple items to this receiver.)


MARC Editor
Copy/Item List (This option opens the appropriate copy or item record.)
Global Change (You must choose multiple items to send before Horizon
displays this option.)
Checkin
Recall Item
Serials Checkin (You can send multiple items to this receiver.)
Serials Control

Sending Data to Another Process 61


Chapter 3: Basic tasks

• If you do not see the receiver to which you want to send data when you choose
Send To from a sending process, you must start the receiver first. (For example,
if you want to send a bib record from the MARC Editor to a purchase order, you
must open one or more purchase orders. Then return to the MARC Editor and
choose the purchase order you want from the Send To menu.) In some cases,
you must also have a specific part of the receiver identified before you can send
the data.

You must start these receivers before you can choose them from the
Send To menu:

Receivers that you must start

Specific Purchase Order (You can send multiple items to this receiver.)
Specific Purchase Request (You can send multiple items to this receiver.)
Non-MARC Editor (You must identify a specific editable authority tag
field.)
Check out (You must identify a specific borrower.)
Fast Add
Reserve Bookroom Title (You must identify a course and instructor.)
Place Title
Withdraw Title

To use the “Send To” function


1 Display the data you want to send to another part of Horizon. (For example,
display a Copies search results screen.)

2 Do one of these options to open the Send To menu:

• Choose Edit, Send To.

• Click the Send To icon ( ).

• Press F10.

• Right-click on the window and choose Send To.

3 If the Horizon process to which you want to send data does not display in the
list, start the process to which you want to send the data (including the specific
part of the process, such as an identified borrower, if necessary) and repeat this
task.

Note: If you start the process to which you want to send data and the process
still does not display in the Send To menu, you cannot use the Send To function
to send that data to that process.

4 Highlight the process to which you want to send the displayed data.

5 Click OK.

Horizon starts the process you chose, if necessary, and sends the data to the
process.

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Changing Information for a Group of Items


On occasion, you may need to change the information in a specific field for multiple
item records. (For example, before moving a group of items to a new location, your
library needs to change the Location field on every item record so borrowers can
find the items.) You can change the information in one or more fields for multiple
item records by using Item Group Editor.

If you need to change only the status for a group of items, you can
use the Item Group Editor–Status Only process. (For example, you
may want to remove items from circulation that need repair.) By
creating an item group for the items, you can do a batch edit that
will change the status to “Damaged” for all of those items at once
instead of having to edit each individual item record. (For more
information, see “Changing Item Statuses” in the “Borrower and
Item Records” chapter of the Circulation Guide.)

You can use Item Group Editor to edit information in these fields for a group of
items:

• Item Type
• Location
• Collection
• Call Type
• Call No.
• Source
• Item Note
• Item Status
• Internal Note

Item Group Editor lets you archive, edit, and restore data that relates to a group of
items. To use Item Group Editor, you first create a group of items (called an item
group, or group) by searching for items that match your specific criteria. You can
archive information about those items to keep a copy of the information you
originally cataloged. Then you can change the data in certain fields for the whole
group at once. These changes can be temporary or permanent. If they are
temporary, when the time to use those temporary changes has passed, you restore
the archived, original information.

You can use Item Group Editor when you do tasks like these:

• Loaning a group of items to another agency.


• Transferring materials permanently to a new location.
• Making a group of items available for reserve only.
• Making a group of items available for media scheduling.
• Changing fine rates for a group of items.

Changing Information for a Group of Items 63


Chapter 3: Basic tasks

• Changing the loan period for a group of popular items such as holiday books
during peak times.
• Choosing items for users who borrow items through home service.
• Changing groups of call numbers.
• Adding local notes to items.
• Correcting default information.
• Changing or identifying a purchasing source.
• Changing the status of a section of items so borrowers cannot check them out
during inventory.
• Renewing an order for a group of journals.
• Changing the price on a group of journal renewals.

For instructions on using Item Group Editor to archive, edit, and restore data for
groups of items, see the “Using Item Group Editor” chapter of the Circulation Guide
or the “Item and Copy Records” chapter of the Cataloging Guide.

Entering Special Characters and Diacritics


When you complete records in Horizon, you may want to enter special characters
and diacritics that are not available on your keyboard. (For example, you may want
to enter the copyright symbol [ © ].) Diacritics are marks used on or near
alphabetical characters to indicate pronunciation or inflection, such as an accent
mark ( ‘ ) or tilde ( ~ ).

You can enter the special characters and diacritics in three main ways: You can use
the lead-in and the keystrokes to enter a diacritic, you can double-click a diacritic
row in the Diacritic Shortcut bar, or you can click a button on the Diacritic Button
bar. (For information on setting up diacritics, see the “Customizing Diacritics”
chapter in the Launcher Configuration Guide, or talk to your system administrator.)

If you know the ALA hexidecimal (hex) set code for a diacritic, you can also enter
diacritics using a hex code.

This section explains these topics:

• Using Diacritic Shortcuts from the Keyboard on page 64


• Using the Diacritic Shortcut Bar on page 65
• Using the Diacritic Button Bar on page 67
• Using ALA Hex Set Codes to Enter Diacritics on page 68

Using Diacritic Shortcuts from the Keyboard


The fastest way to enter diacritics is by pressing a few keys on your keyboard. You
can enter a diacritic by pressing the F7 function key and the specific shortcut key for
the diacritic.

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Chapter 3: Basic tasks

Before you can effectively use diacritic shortcuts, you need to find out what shortcut
to use for each diacritic. You can view the shortcuts in the Shortcut column of the
Diacritic Shortcut bar.

To display the Diacritic Shortcut bar, choose Diacritic Shortcut Bar from the View
menu:

You can use the Print Screen key on your keyboard to print a list of these shortcuts.
(For more information, see Windows help.)

To use diacritic shortcuts from the keyboard


1 Log in to Horizon.

2 Start a process where you need to enter information that includes diacritics.
(For example, you might need to create a bibliographic record for a new book in
a foreign language.)

3 Put your cursor in a field where you can enter information.

4 Start completing or updating the field.

5 When you need to enter a diacritic, press F7 and then the keystroke
combination for the diacritic. (For example, you may press F7, then press
CRTL+3 to enter the British pound.)

Horizon puts the diacritic at the insertion point.

6 Enter any other information that you need in the record.

7 Save your changes.

Using the Diacritic Shortcut Bar


You can enter diacritics using the Diacritic Shortcut bar. The shortcut bar has
columns for the keystrokes, examples of the diacritics, and descriptions of the
diacritics.

Entering Special Characters and Diacritics 65


Chapter 3: Basic tasks

To use the Diacritic Shortcut bar


1 Log in to Horizon.

2 Choose View, Diacritic Shortcut Bar.

Horizon opens the Diacritic Shortcut bar:

Your screen might not look exactly like the example. If you put the
Diacritic Shortcut bar elsewhere on the Launcher workspace
during your previous login, Horizon will open the bar in that
place.

3 Start a process where you need to enter information that includes diacritics.

4 Start completing or updating a field.

5 When you need to enter a diacritic, do one of these options:

• Find the diacritic that you need on the Diacritic Shortcut Bar, and press the
keystrokes to invoke it.

For example, to create the Greek beta ( ß ), and if you are still using the default
settings, use the keystrokes F7+b.

• Double-click the diacritic that you need on the Diacritic Shortcut Bar.

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Chapter 3: Basic tasks

Using the Diacritic Button Bar


You can enter diacritics using the Diacritic Button bar:

You can set the font size of the characters that appear on the buttons of the Diacritic
Button bar. (For instructions, see “Changing the Font Size of Diacritic Bars” in the
“Customizing Diacritics” chapter of the Launcher Configuration Guide, or talk to your
system administrator.)

To use the Diacritic Button bar to enter diacritics


1 Log in to Horizon.

2 Choose View, Diacritic Button Bar.

Horizon displays the Diacritic Button bar on or near the workspace, depending
on how your system is set up. If you want to move it to a new location, you can
click on the top of the bar, then drag the bar to anywhere in the Launcher
workspace.

3 Open a record that you want to create or edit.

4 Start completing or updating a field.

5 When you need to enter a diacritic, find the diacritic on the button bar.

6 Do one of these options:

• If the diacritic its own character, click the button for the diacritic.

• If the diacritic should appear above or below a character, type the letter that
you want to combine with the diacritic, and then click the button for the
diacritic.

Horizon combines the diacritic with the letter or puts it at your insertion point.

Entering Special Characters and Diacritics 67


Chapter 3: Basic tasks

Here is an example that shows how to enter a Spanish name as part of the name
of a book in a bibliographic record:

7 Repeat steps 5 and 6, as necessary, until you have completed the record.

8 Save the file.

Using ALA Hex Set Codes to Enter Diacritics


You might want to enter diacritics by entering the ALA hexadecimal (hex) set code.
A hex set code is a four-digit code.

This section describes how to view the codes and how to use them.

You can view ALA hex set codes only if you have access to the
Customize Launcher window.

To view an ALA hex set code


1 Log in to Horizon.

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Chapter 3: Basic tasks

2 Choose Tools, Customize Launcher.

Horizon displays the Customize Launcher window.

3 Click the Diacritics tab.

4 Click New.

5 Choose a list group that has the diacritic that you want.

6 Mark the Show Unicode Value box.

7 Find the diacritic that you want.

8 Make note of the four-characters that follow the “x” in the hexadecimal code for
that diacritic. (For example, the character string that you need from the diacritic
for the digraph “ae” is 00e6.)

To use ALA hex set codes to enter diacritics


1 Log in to Horizon.

2 Open a record in which you need to enter a diacritic.

3 Start completing or updating a field.

4 When you need to enter a diacritic, enter a less than symbol ( < ), a capital “U”,
a plus sign, and then the four-character code, followed by a greater than symbol
( > ).

For example, for the lowercase digraph “ae,” enter “<U+00e6>”:

The hexadecimal code remains in the field until you save the
record. Once you save the record, Horizon displays the diacritic
instead of the code.

5 Repeat steps 3 and 4, as necessary, until you have completed the record.

6 Save the file.

Entering Special Characters and Diacritics 69


Chapter 3: Basic tasks

Here is the same bibliographic record after the record is saved:

70 Horizon Basics User Guide


Chapter 4: Searching
This chapter explains how to search for items in your library catalog. It explains
how to do basic and expert searches, and how to use Horizon’s searching features
and search different databases.

This chapter contains these topics:

• About Searching on page 71


• Searching Paths on page 75
• Basic Searching on page 80
• Searching Features on page 86
• Other Types of Searching on page 106

About Searching
Horizon lets you search for records in your library catalog and Horizon database.
When you do a search, Horizon reviews indexes stored on your Horizon database,
looking for records that match your search terms, and then displays the results of
your search. You can then customize your search results by sorting or limiting the
records found to meet certain criteria. (For example, you can limit your search
results to titles published after 1985.)

In addition to basic searching, you can do expert searching (such as searching for
multiple terms). You can focus your search on new records that have recently been
added to your library’s catalog, or search another library’s database.

You can also use staff search windows to do non-searching tasks. (For example, you
can save a list of bibliographies, make a request for an item that has been checked
out, or view detailed information about an item.)

This chapter explains only how to use staff search windows.


Borrowers can search your library’s Horizon catalog by using a
web browser to access the Horizon Information Portal searching
interface. (For more information on Information Portal, see the
Information Portal online help or the Information Portal System
Administrator’s Guide.)

This chapter explains these topics:

• Searching Paths on page 75


• Basic Searching on page 80
• Searching Features on page 86
• Other Types of Searching on page 106

71
Chapter 4: Searching

Setup for Searching


Your system administrator can set up how searching works on your Horizon
system. For example, your administrator can determine these types of things:

• The indexes that you can choose to search from a certain search window (such
as an index of borrowers or a keyword index of titles).
• What options are available to help you limit your search by certain criteria, such
as publication date or call number.
• The type of information that displays as a result of your search, whether the
results are limited by certain criteria (such as location or collection), and
whether you can view additional details about a particular item.
• Whether you can search using a stand-alone Staff PAC program or search a
Z39.50 database. (For more information, see Searching Different Databases on
page 112.)

If you have questions about the searching features that are available to you, talk
with your system administrator.

Records You Can Search For


When you search your library’s catalog, you can search for these main types of
records:

• Bibliographic (bib) records. Each title in your library catalog has a unique bib
record that contains title, author, and publishing information. Libraries can
purchase standardized (MARC) records or they can create their own. (For more
information, see the “Bibliographic Records” chapter of the Cataloging Guide.)
• Authority records. An authority is a standard form of a search term. (For
example, your library uses a standard form of an author’s name, a subject
heading, or a series title.) Authority records are important for maintaining
accuracy and consistency in the library catalog. (For more information, see the
“Authority Records” chapter of the Cataloging Guide.)

You can also search your library’s database for other types of records, depending on
the Horizon products that your library uses, and whether your system
administrator allows you to have access to the records. For example, you may be
able to search your library database for these types of records:

• Borrower records. Each borrower who checks out items from your library has a
unique borrower record. This record lets you keep track of your borrowers’
contact information, the items they have checked out, fines due, and so forth.
(For more information, see the “Borrower and Item Records” chapter of the
Circulation Guide.)
• Purchase orders. A purchase order lets you keep track of items your library has
ordered or received from a vendor. (For more information, see the “Purchase
Orders” chapter of the Acquisitions Guide.)

72 Horizon Basics User Guide


Chapter 4: Searching

• Course and instructor records. If your library maintains a reserve book room,
these records let you keep track of instructors and the courses they teach so you
can more easily keep items for the instructors on reserve. (For more
information, see “Reserve Bookroom Basics” in the Reserve Bookroom Guide.)
This chapter focuses on searching your library’s catalog for bib or
authority records. However, the basic searching tasks explained in
this chapter can also apply to other types of searching you do in
Horizon.

Types of Searches
You can do several types of searches, depending on the information you have when
you start. There are three types of searches in Horizon:

• Keyword search. Lets you search for items by entering keywords from the
item’s title, contents, subject, author, or series fields. Horizon finds a match by
comparing your search terms with a list of words that are compiled from the
record tags in the database or from a table. (For example, a title keyword search
of your library’s catalog might compare search terms to data stored in all
MARC title tags.)
• Alphabetical search. Lets you browse an alphabetical list of records by title,
author, subject, or series. An arrow cursor points to the search result that most
closely matches your search term.
• Exact match search. Lets you search for items by entering letters or numbers for
which there is one unique match in the database (such as a call number,
barcode, or ISBN number). When you do an exact match search by item
barcode, the Copies window displays the specific item you searched for at the
top of the list.

The types of searches you can do depend on the search indexes set up by your
system administrator. (For example, your system may include ISBN, ISSN, volume,
call number, and cross-index searches.) A search index may also be referred to as a
“search option,” which can combine several search indexes. (For example, a general
keyword search may combine title, subject, author, and serial keyword indexes.)
(For more information on search indexes, see “Search Options” in the “Searching
Setup” chapter of the System Administration Guide.)

Entering a Search Term


After you choose a search option, you can enter a search term. A search term is the
text you want to find. If you choose a keyword search, Horizon searches for the
terms exactly as you enter them. If you choose an alphabetical search, Horizon
searches for the entry with the closest spelling to your term. When you enter a
search term (for example, a subject keyword), follow these guidelines:

• Capitalization. You can enter search requests in either uppercase or lowercase


letters. The search functions are not case sensitive.

About Searching 73
Chapter 4: Searching

• Hyphenation. Horizon searches for hyphenated words as two separate words.


Therefore, you can enter hyphenated terms (such as “cease-fire” or “trade-in”)
with or without a hyphen. However, if you do not include the hyphen, be sure
to enter the term as two words (for example, “trade in”, not “tradein”).
• Punctuation. Punctuation (apostrophes, commas, periods, accent marks,
multiple spaces, and so forth) does not affect the search. However, you can use
certain punctuation marks, such as parentheses, to limit or expand searches.
• Significant Digits. In staff searching, you can search for items by barcode. This
lets you enter a barcode that represents a unique match in the database. If you
want to, you can enter just the significant digits of an item barcode (the digits
after the leading zeros). Horizon adds the prefix and the leading zeros to
construct the entire barcode and identify it as unique.

Searching Processes
When you first install Horizon, the Searching folder on the navigation bar contains
these folders and processes:

Figure 4-1: Searching Processes

You may see only some of these Searching processes on your navigation bar. Your
security setup and Launcher configuration determine what processes are available
on your navigation bar, and where they display. (For more information, see your
system administrator or the Launcher Configuration Guide.)

You can also do searches using other processes within other


folders on the navigation bar. (For example, you can search for a
purchase request in Acquisitions by choosing the Find PR
process.) For information on these processes, see the Horizon
user’s or administrator’s guide that explains the type of record
you want to search for.

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Chapter 4: Searching

Searching Paths
After you enter a search term, you can move through a series of windows to find the
items you want. This series varies, depending on the search you choose. This
section explains how search windows relate to each other and what each window
looks like.

This diagram outlines the most common search paths:

This table explains how to move through the windows in a search path:

To do this Do this

Move to the next window Choose the left-most button in the window or
press ENTER.
For example, to move from the Titles List window
to the Bibliographic Detail window, choose Show
Detail.

Go back to the previous window Press ESC, click Cancel, or click on the previous
window’s title bar.

Choose one or more entries to view Click once on each entry, then press ENTER.
in more detail

Start a new search Press F2.

Searching Paths 75
Chapter 4: Searching

This section describes these types of windows in the search path:

• Main Search Window on page 76


• Title Alphabetical Browse List Window on page 77
• Authority Alphabetical Browse List Window on page 77
• Authority List Window on page 78
• Titles List Window on page 78
• Bibliographic Detail Window on page 79
• Copies Window on page 79

Main Search Window


You can access the main search window in one of three ways:

• Press F2.
• Double-click the New Search process on the navigation bar.
• Choose Search PAC from the File menu.

From the main search window, you can begin a search. This window displays a list
of the search indexes determined by your library. You also enter your search term in
this window.

For more information on the features on this window, see Search Windows on
page 25.

76 Horizon Basics User Guide


Chapter 4: Searching

Title Alphabetical Browse List Window


Horizon displays this window when you conduct a title alphabetical browse search.
From this window, you can display the Bibliographic Detail window for an item.

Authority Alphabetical Browse List Window


Horizon displays this window when you conduct an authority alphabetical browse
search. From this window, you can view the Titles List window and Bibliographic
Detail window for an authority.

Searching Paths 77
Chapter 4: Searching

Authority List Window


Horizon displays this window when you conduct an authority keyword search (for
example, Author, Series, and Subject keyword). From the Authority List window,
you can view the Titles List window and Bibliographic Detail window for one or
more authorities.

Titles List Window


Horizon displays the Titles List window when you conduct a title keyword search,
or when you choose entries from a browse or keyword list, (for example, Author
Alphabetical or Author Keyword). From this window, you can view the
Bibliographic Detail window.

78 Horizon Basics User Guide


Chapter 4: Searching

Bibliographic Detail Window


Horizon displays the Bibliographic Detail window when you choose a specific title
from a previous list, or when a search yields only one match. This window includes
information such as title, author, and subject (also called a bib record). The call
number displayed on this window comes from the item record, except when the
Bibliographic Detail window is for a serial title. In this case, the call number comes
from the serial’s copy record, even if there are also item records for the serial title.
From this window, you can view the Copies window.

Copies Window
The Copies window displays a list of copies for a selected title. Information
displayed includes call number, status, and location. If no copies are available, you
can make a request. (For instructions, see Making a Request on page 95.) When you
do an exact match search by item barcode, the Copies window displays the specific
item you searched for at the top of the list.

Searching Paths 79
Chapter 4: Searching

Basic Searching
The types of searches you can do depend on the search options set up by your
system administrator.

This section explains these topics:

• Doing a Basic Search on page 80


• Keyword Searching on page 81
• Alphabetical Searching on page 85

Doing a Basic Search


Generally, you follow the same steps to conduct any kind of search. To start a new
search, you must first access the Main Search window, where you enter your search
criteria. This section explains how to access the Main search window, and how to
move through various windows until you can view detailed information about the
item you find.

To do a basic search
1 Do one of these options:

• Press F2.

• Double-click the New Search process.

The default location of this process is the Searching folder on the navigation
bar.

• Choose File, Search PAC.

Horizon displays the Main Search window:

2 Choose a search option from the Indexes list. (For more information, see
Keyword Searching on page 81 or Alphabetical Searching on page 85.)

3 Enter your search term in the Search for field.

4 Click OK or press ENTER.

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Chapter 4: Searching

Horizon displays a list of titles or headings.

5 Do one of these options:

• If Horizon displays a list of titles, continue with step 6.

• If Horizon displays a list of headings, do these steps:

– Choose the heading that matches your search term.

– Click Show Titles.

Horizon displays a list of titles that match your search terms.

6 Choose a title.

7 Click Show Detail.

Horizon displays a bib record for the title.

8 Click Show Copies to view the copy status and call number.

Horizon displays the copies your library has.

9 Highlight a copy.

10 Click Detail Status to view more information about the highlighted copy.

Horizon displays the Item Detail Status window. (For more information, see
Viewing Detailed Information about an Item on page 101.)

Keyword Searching
You can do a keyword search to find items when you do not have exact
bibliographic information, such as the author or title. Keyword searching lets you
search for records that have a specific word or words in the title, contents, subject, or
series. You can search for one keyword or many, or for a whole keyword or part of a
keyword. You can also view a keyword list that shows the possible keyword
matches for a specific search index.

For example, if you want to find items with titles that contain the words “medical
procedures,” choose the Title Keyword search option and enter “medical
procedures” in the Search for field. Or if you want to find items about medical
procedures with any title, choose the Subject Keyword search option and enter
“medical procedures” in the Search for field.

If your system is set up to display international characters (using Unicode), you can
do a keyword search on foreign language indexes.

The types of keyword searches you can do depend on the search options set up by
your system administrator.

Horizon does not locate misspellings or variations of a keyword. If


no matches are found, check the spelling of the word or enter a
truncated version of the word. Your Horizon system may be set up
to ignore common words, such as “man” or “the.”

Basic Searching 81
Chapter 4: Searching

This section explains these topics:

• Doing a Keyword Search on page 82


• Viewing a Keyword List on page 84
• Using Keyword Browse in Unicode on page 85

Doing a Keyword Search


You should decide which type of keyword search you want to do before you begin
searching. The simplest type of keyword search is to enter a single keyword in the
Search for field.

You can also enter multiple terms in the Search for field. This search lets you locate
records (such as titles, authors, or subjects) using two or more keywords, as well as
Boolean operators (for example, “tropical OR rain forest”). Multiple terms can
either narrow or broaden a search.

To use the Boolean operators AND, OR, NOT, you must type them
in all capital letters, otherwise the system assumes it is a word to
search for. You can also use a minus character (-) immediately
before a word instead of NOT. For example, Bears -Chicago is the
same as Bears NOT Chicago.

The AND operator is always implied between words unless you


enclose the words in quotation marks to indicate that you want to
perform a phrase search.

This table lists the different methods of entering a multiple-term search:

To do this Enter this Example

Narrow a search A space or “AND” If you enter “Symphony Orchestra,” Horizon


between each locates records that contain both words.
keyword

Broaden a search “OR” between each If you enter “Symphony OR Orchestra,”


keyword Horizon locates titles with either term.
Using “OR” is helpful to search for terms with
variant spellings, such as “Navajo” or
“Navaho,” or when you are searching for the
plural and singular forms of a word, such as
“atlas,” “atlases,” “map,” or “maps.”

Narrow and A combination of If you enter “Art (London OR Paris OR


broaden a search the above formats, Rome),” Horizon locates titles with the word
and parentheses “Art” plus either “London,” “Paris,” or
“Rome.”

Combined keyword searches may slow the performance of the


workstation. SirsiDynix recommends using between four and six
indexes to do this type of search. If you need to use more than six
indexes in a general keyword search, contact your system
administrator.

82 Horizon Basics User Guide


Chapter 4: Searching

If you are not sure how to spell a keyword or if you want to find different variations
of a keyword, you can enter a truncated, or shortened, form of a keyword. A
truncated keyword search lets you broaden your search by replacing one or more
characters in a search term with a truncation symbol.

Here are the truncation symbols you can use:

• * (Asterisk). Replaces one or more letters. (For example, the term “manag*”
could locate records that contain variations of the root “manag,” such as
“management,” “manager,” and “managing.”) You can also use an asterisk in
the middle of a word to substitute for one or more letters.
• ? (Question mark). Replaces one letter. (For example, you can enter
“computer?” to locate records that contain either “computer” or “computers.”)
You can use a question mark in place of a single letter in the middle of a word as
well. (For example, you can enter “wom?n” to locate records that contain the
terms “woman” or “women.”)

You can truncate words to two or more characters; however, the shorter the
truncated term, the more words Horizon locates. Avoid terms such as “co*,”
“man*,” or “sta*,” because they may produce lengthy lists of matches.

To do a keyword search
1 Press F2 to access the Main Search window.

2 Choose the keyword search option you want. (For example, choose “Subject
Keyword” to search for records on a certain subject. For an explanation of
search options, see About Searching on page 71.)

3 Enter a single-term, multiple-term, or truncated keyword in the Search for


field. (For example, enter “corporate pol*”.)

If you are not sure what keywords you can use, click View Keywords to see a
list of possible matches. (For more information, see Viewing a Keyword List on
page 84.)

4 Click OK or press ENTER.

Horizon displays a list of keyword headings that match your search.

5 Choose the keyword heading that most closely matches your search terms.

6 Click Show Titles.

Horizon displays a list of titles that contain the selected heading. If only one
title contains that heading, Horizon displays the Bibliographic Detail window.

7 Move through the search windows to find the information you need. (For
instructions, see Searching Paths on page 75.)

Basic Searching 83
Chapter 4: Searching

Viewing a Keyword List


Horizon maintains a list of keywords used in the keyword index. An effective way
to conduct a keyword search is to display the list of keywords and choose one to use
as the search term.

This feature is not available for the General Keyword search


option.

To view a keyword list


1 Press F2 to access the Main Search window.

2 Choose any keyword search option, except “General Keyword.”

3 Click View Keywords.

Horizon prompts you to enter a word (or partial word) to begin the list:

4 Enter a whole or partial word in the field.

5 Click OK.

Horizon displays an alphabetical list of keywords:

6 Choose the keyword you want.

7 Click OK.

Horizon enters the keyword in the Search for field.

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Chapter 4: Searching

Using Keyword Browse in Unicode


Unicode lets Horizon display international characters. When you do a keyword
browse search to find a bib record, Horizon properly sorts and sequences the
international characters in the list based on the index you choose. (For example, if
you choose the Cyrillic index, Horizon sorts the entries according to Russian sorting
rules.)

This feature is available on Microsoft Windows NT and Windows


2000 platforms only, as it requires Unicode support available on
those platforms to display the characters correctly.

If the characters are Romanized, western European sorting rules apply. If the
characters remain in their native language, you choose the index for that language.
The sorting rules for that language apply to the sorting and sequencing throughout
Horizon. (To purchase additional language indexes, contact your Horizon add-on
sales representative.)

To use keyword browse in Unicode, do a standard search, but choose the index that
has been set up for the language you want to use.

(For more information about Unicode, see “System Administrator Basics” in the
“Getting Started” chapter of the System Administration Guide.)

Alphabetical Searching
Alphabetical searches show a list of all the records at your library in alphabetical
order. If your main library branch shares items with other branches, an alphabetical
search shows a list of items from all branches.

An alphabetical search is useful for finding a title or authority record that begins
with a certain word. It can also help you find records that are difficult to locate
using a keyword search because of the large number of matches a keyword search
can generate.

You can enter all or the first part of a search term. (For example, enter “mar” or
“marriage”.) During an alphabetical search, the system ignores initial articles such
as “a,” “an,” and “the.” If you are searching for a heading that begins with an
article, it is not necessary to enter the article. (For example, if you are searching for
the series A Touchstone Book, enter “Touchstone Book”.)

When you do an alphabetical search, Horizon displays a browse list of records that
match your search. The selector arrow points to the title that most closely matches
the spelling of your search term.

If you have restricted your search, Horizon displays items that do


not fit the restriction in gray. (For information, see Restricting a
Search on page 87.)

The types of alphabetical searches you can do depend on the search indexes that
your system administrator sets up.

These are the two main types of alphabetical searches you can do:

Basic Searching 85
Chapter 4: Searching

• Title. Lets you browse an alphabetical list of titles (bib records) in your library.
• Authority. Lets you browse an alphabetical list of authority records in your
library. Some common authority records include author, subject, and series.

To do an alphabetical search
1 Press F2 to access the Main Search window.

2 Choose an alphabetical search option.

3 Enter all or the first part of your search term in the Search for field.

4 Click OK.

Horizon displays a browse list of alphabetical headings. The selector arrow


points to the item that most closely matches your search term.

5 Do one of these options:

• If you can see the heading you want, choose the heading.

• If you cannot see the heading you want, scroll until you find the heading you
want, then choose it.

• If the heading you want is elsewhere in the list and you do not want to scroll
to that point, do these steps:

5a Delete the heading in the Your Search field.

5b Enter a new heading.

5c Press ENTER.

5d Choose the heading you want.

6 Click Show Titles.

Horizon displays a list of titles that contain the selected heading. If only one
title contains that heading, Horizon displays the Bibliographic Detail window.

Restrictions may block some of the titles for a heading from being displayed. A
message alerts you of this. Choose File, Restrict to remove the restriction
parameters and view all titles.

7 Move through the search windows to find the information you need. (For
instructions, see Searching Paths on page 75.)

Searching Features
Horizon includes several features that let you enhance your searching. You can
customize your search results in many ways. (For example, you can restrict your
search to include only audio recordings, or you can make a request for a book that is
currently checked out.) You can also expand your search to include related works.

After you complete a search, you can do additional tasks, such as request an item
that is checked out, view detailed information about an item, or save a list of items.

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Chapter 4: Searching

This chapter explains these topics:

• Restricting a Search on page 87


• Sorting a Titles List on page 88
• Limiting a Titles List on page 89
• Limiting a Search by Volume on page 92
• Viewing Related Works on page 93
• Conducting a Previous Search on page 93
• Requesting Items on page 94
• Viewing Detailed Information about an Item on page 101
• Saving a List of Bib or Item Records on page 102

Restricting a Search
Horizon lets you narrow the types and locations of records you want to search for.
(For example, if you are interested in only nonfiction titles that are currently
checked in, you can restrict your search to those two criteria.) Your system
administrator sets up restrictions. (For more information, see “Search Restrictions”
in the “Searching Setup” chapter of the System Administration Guide.)

You can restrict a search either before or during your search. You can change
restriction parameters at any point during a search. The library sets up a default set
of restriction parameters that Horizon reactivates when you click the Reset button.

The Titles List window displays only those items that match your restrictions.
Restricted entries in subject keyword, author keyword, and alphabetical searches do
not appear until you display the Titles List for a selected heading. Title alphabetical
searches display gray entries for titles that do not match your restrictions.

You can restrict a search by one or more of these criteria:

• Collection
• Location
• Item status
• Item type

To restrict a search
1 Press F2 to access the Main Search window.

2 Click Restrict.

Searching Features 87
Chapter 4: Searching

Horizon displays the Restrict Title Display window:

3 In the left column, highlight the restriction you want.

You can choose only one. (For example, if you want to restrict your search
results to books, highlight “Books Only.”)

4 In the right column, highlight all locations you want to search. (You can choose
zero, one, or more locations.)

5 Click OK to apply your restriction parameters.

Horizon displays the restriction criteria above the Search for field.

6 Begin your search. (For instructions, see Doing a Basic Search on page 80.)

Sorting a Titles List


You can sort a list of titles to view them in a particular order. (For example, sorting
by publication date lets you see which items are most current.) You can sort only
numbered lists. You cannot sort lists for alphabetical searches. The sort order you
choose remains in effect until you start a new search.

To sort a titles list


1 Access a list of titles. (For instructions, see Doing a Basic Search on page 80.)

2 Click Sort in the Titles window.

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Chapter 4: Searching

Horizon displays the Choose Sort Columns window:

3 Highlight the first option that you want to sort by. (For example, if you want
Horizon to display titles in order by year, click Pub Date.) Your choice moves to
the top of the list in the dialog box.

4 Click additional options to sort by, in the order in which you want the titles to
display. (For example, if you clicked Pub Date as the first sort option, you can
click Title as the second sort option to display titles published in the same year
alphabetically by title.) Your choice moves toward the top of the list in the
dialog box.

5 If you want to, mark the Descending sort box to sort the list from last to first
(for example, from Z to A or from the year 2000 to 1900).

6 Click OK.

Horizon displays the list of titles sorted in the order you chose.

Limiting a Titles List


After you choose a search option and enter a search term, Horizon displays a list of
records that match your search terms. You can further limit or narrow your search
results to meet certain criteria. (For example, you can limit your search results to
items published during or after 1984, or to items with titles that contain the word
“labyrinth”.)

This feature applies only to titles lists. You cannot limit


alphabetical lists or other closed lists, such as subjects or authors.

You need to use these three elements to narrow your search results:

• Field. Specifies the field or criterion that you want to limit a search by. The field
description is designated by a bibliographic record field name. (For example, if
you limit a list to titles written by a certain author, “author” is the field that you
want to limit the search by.)
• Limiting Value. Specifies the criterion against which the data in the field is
compared. (For example, if you limit a list to items published after 1990, “1990”
is the limiting value for that search.) You can truncate a limiting value if you
choose “contains” as the limiting operator.

Searching Features 89
Chapter 4: Searching

• Limiting Operator. Specifies the relationship between the field description and
the limiting value.

Here are some examples of limiting operators:

Operator Example

=Equal to You may want to limit a list to items with a


publication date of 1991 (publication date = 1991)
or with an author named Williams (author =
Williams). For more information on how Horizon
handles the equal to operator in dates when
records contain a range of dates, see Limiting a
Titles List Using Dates on page 91.

<Less than You may want to search for items with a


publication date before 1988 (publication date <
1988) or with an author who comes before
Babcock alphabetically (author < Babcock).

>Greater than You may want to search for items with a


publication date after 1996 (publication date >
1996) or with an author who comes after Turner
alphabetically (author > Turner).

<=Less than or equal to You may want to limit a list to items with a
publication date before or during 1961
(publication date <= 1961) or with an author
named Black or has the last name that comes
before Black in the alphabet (author <= Black).

>=Greater than or equal to You may want to limit a list to items with a
publication date after or during 1984 (publication
date >= 1984) or with an author named Webb or
has a last name that comes after Webb in the
alphabet (author >= Webb).

#Not equal to You may want to limit a list to items with


publication dates before or after, but not
including, 1988 (publication date # 1988) or whose
author is not Franklin (author # Franklin).

Contains You may want to limit a list to items with subject


tags that contain a specified term such as
“computers.”

Does not contain You may want to limit a list to items with subject
tags that do not contain “computers.”

To limit a titles list


1 Access a list of titles. (For instructions, see Doing a Basic Search on page 80.)

2 Click Limit in the Titles window.

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Horizon displays the Search Limit window:

3 Choose the field you want to limit the list by.

4 Click the limiting operator you want to use. (For an explanation of each
limiting operator, see the table on page -90.)

5 Enter the text or value you want to limit the field against in the Limit text field.

6 Click OK or press ENTER.

Horizon displays the total number of entries in the list and the number of
entries that match the limit criteria. After Horizon checks the entire list, the list
window displays only those entries that match the criteria. You can choose any
options from this window and resume your search.

Limiting a Titles List Using Dates


This section clarifies what Horizon does in staff searching when you use the Equal
To operator to limit dates.

After you choose a search option and enter a search term, Horizon displays a list of
records that match your search criteria. You can then choose to limit the list of titles
using a limiting operator. (For example, you may want to limit the titles by
publication date.) When you use the equal to ( = ) operator, Horizon finds a hit if the
date value lies within a range of dates included in the date field in the MARC
record. Horizon then arranges the years in sequence.

For example, if the date range in the MARC record is “[1997], c1959”, Horizon
processes the information as “19591997”. As a result, a title with a publication date
of “1988” falls within that date range. A publication date of “19--” also matches the
search criteria because Horizon considers the dashes to be wildcards.

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Limiting a Search by Volume


If you are searching for a journal title and want to locate a specific volume and
issue, you can limit the search by specifying a volume or range of volumes. In
addition to searching by volume, you can search for a volume by year.

You can do volume and year searches on multi-volume items only.

To limit a search by volume


1 Choose the journal title you want to limit from a titles list. (For instructions, see
Doing a Basic Search on page 80.)

2 Click Show Detail.

Horizon displays the Bibliographic Detail window:

3 Choose File, Volume Search.

Horizon displays the Volume Search window:

4 Do one or both of these options:

• Enter the volume number or numbers you want to limit the search to in the
Volume field.

• Enter the year you want to limit the search to in the Year field.

5 Click OK.

Horizon displays the Copies window which lists the issues of the specified
volume.

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6 Click Detail Status to view more information about the item.

Viewing Related Works


Horizon can show you items that are related to the item you find in your search.
These items can be related by author, subject, series, or linked bib records. You can
access related works from the Bibliographic Detail window.

To view related works


1 Display the bib record for a title. (For instructions, see Doing a Basic Search on
page 80.)

2 Click Related Works.

Horizon displays the Related Works window:

3 Choose the related works category you want view.

4 Click OK.

Horizon displays one of these windows:

• Related Works. Lists entries related to the original title by the category you
chose. You can choose any options available from this window and continue
your search.

• Titles. Displays a list of titles that are related to your original search title.

• Bibliographic Detail. Displays a bib record of a title that is related to your


original search title.

If you double-click on an underlined title in a bib record, Horizon


displays the Bibliographic Detail window for that title.

Conducting a Previous Search


Horizon saves search strings and search indexes used since the last “time-out.” A
time-out is the amount of time that elapses before the system clears all previous
search strings and displays the Main Search window. Before that time-out occurs,
you can return to the previous search strings, choose one, and do the search again.

To conduct a previous search


1 Access the Main Search window. (For instructions, see Doing a Basic Search on
page 80.)

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2 Click Prev. Search.

Note: The Prev. Search button is only available if the /t switch has been set
from the Customize Navigation Bar option of a searching process. For more
information, see the “Switches” topic in the Administration Guide.

Horizon displays the Previous Searches window:

3 Choose a previous search string.

4 Click OK.

Horizon highlights the previous search option in the Indexes list and enters the
previous search term in the Search for field. If you want to, you can change this
search term.

5 Click OK, and continue with your search.

Requesting Items
Horizon lets you request items that are checked out or unavailable. When more than
one borrower has placed a request on a particular title, Horizon places the name of
each borrower in a request queue (waiting list) in the order that the request was
made. You can view the request queue and change the order of the names in the
queue. When a borrower returns a requested item, the library notifies the first
borrower on the list that the item is available.

Depending on your library’s policy, borrowers may be able to request a specific


copy of an item. Borrowers may also be able to choose the method their library uses
to notify them that their requested items are available—mail, e-mail, or phone.

If you need to change the pickup location or the request date, you can edit the
request. If a request is no longer valid, you can delete the request from the queue.
Borrowers can also delete requests that they no longer want.

This section explains topics:

• Making a Request on page 95


• Viewing a List of Requests on page 96
• Editing a Request on page 98
• Reordering Names in a Request Queue on page 99
• Deleting a Request on page 100

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Making a Request
You can request items that are not currently available. (For example, if A Tale of Two
Cities is currently checked out, you can make a request for the book when it
becomes available.)

To make a request
1 Choose a title from a titles list, Bibliographic Detail window, or a Copies
window. (For instructions, see Doing a Basic Search on page 80.)

2 Choose Request, Make Request, or press F5.

Horizon displays a borrower Search window:

3 Choose a search option from the Indexes list.

4 Enter your identifying information in the Search for field. (For example, enter
your last name or your barcode.)

5 Click OK or press ENTER.

Horizon displays the Hold Request window:

6 If available, do one of these options:

• Mark This Copy Only to request this specific copy.

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• Unmark This Copy Only to request any copy.

7 If necessary, change the Pickup Location.

To do this, click Codes, then choose a location from the list.

8 Enter any necessary comments in the Comment field.

9 If available, choose a notification method.

10 Save the file.

Horizon closes the Hold Request window, then displays a message verifying
that you have requested the title and that the library will be notified.

Viewing a List of Requests


You can view a current list of all the items a borrower has requested. You can also
view a list of all the borrowers that have requested a specific title, if your system
administrator sets up your search features to allow it. (For more information, see
“Switches” in the “Setting Up Preferences for Users” section of the “Security and
Preferences” chapter of the System Administration Guide.)

This section explains how to:

• View a borrower request list.


• View a title request list.

To view a borrower request list


1 Activate the View Borrower Request List process.

The default location of this process is the Searching\Request folder on the


navigation bar.

2 Search for and choose a title from a titles list, Bibliographic Detail window, or a
Copies window. (For instructions, see Doing a Basic Search on page 80.)

Horizon displays a borrower Search window:

3 Choose a search option from the Indexes list.

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4 Enter the borrower’s identifying information in the Search for field. (For
example, enter the borrower’s last name or barcode.)

5 Click OK or press ENTER.

6 If Horizon displays a list of borrowers, choose one, then click OK.

Horizon displays the Borrower Request List window:

To view a title request list


1 Choose a title from a titles list, Bibliographic Detail window, or a Copies
window. (For instructions, see Doing a Basic Search on page 80.)

2 Choose Request, View Title Request List, or press CTRL+F5.

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Horizon displays the Item Request Queue:

Editing a Request
If necessary, you can edit a request. (For example, you can change the pickup
location or suspend the request until a later date.)

To edit a request
1 Do one of these options:

• View a Borrower Request list.

• View a Title Request list.

For instructions, see Viewing a List of Requests on page 96.

2 Highlight the request you want to edit.

3 Click Edit.

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Horizon displays the Edit Request window:

4 Complete or update these fields, as necessary:

Field Action

Pickup Location If you want to change the pickup location for this request,
enter the code for pickup location, or click Codes to choose
from a list.

Suspend Until If the borrower wants to postpone this request until a later
date, enter the date when the request should be activated.

Comment Enter a comment about this request, as necessary.

5 Save the file.

Reordering Names in a Request Queue


You can reorder the names in a request queue to give certain borrowers priority
over others. (For example, you can move a faculty member to the top of the request
list.)

Horizon processes recalled items first, regardless of the queue


order. (For more information about recalls, see the “Setting Up
Recall Rules” section in the Circulation Setup Guide.)

To reorder the names in a request queue


1 Choose a title from a titles list, Bibliographic Detail window, or a Copies
window. (For instructions, see Doing a Basic Search on page 80.)

2 Choose Request, View Title Request List.

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Horizon displays the Item Request Queue window:

3 Choose the borrower you want to move.

4 Click Reorder Queue.

Horizon displays the Reorder Request Queue window:

5 Enter the new position number of the borrower you want to move. (For
example, enter “1”.)

6 Click OK.

Horizon displays the borrowers in their new positions in the Item Request
Queue window.

Deleting a Request
If a borrower no longer needs an item or just does not want to wait for it, you can
delete his or her name from the item request queue. Also, a borrower can delete a
request from his or her list of requests.

To delete a request
1 Do one of these options:

• View a Borrower Request list.

• View a Title Request list.

For instructions, see Viewing a List of Requests on page 96.

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2 Choose the item or borrower you want to delete from the request list.

3 Click Delete.

You are prompted to confirm the deletion.

4 Click OK.

Viewing Detailed Information about an Item


You can view detailed item information about each copy of a title in your library. If
you have multiple copies of the same title, you can view information for each copy.
(For example, you can see the item’s status, item type, location, order information,
and the last person to borrow the item.)

If your library tracks in-house use of items, you can also view information about in-
house use of an item. (For more information keeping track of in-house use, see
“Checking In Items under Special Conditions” in the “Checkout and Checkin”
chapter of the Circulation Guide.)

To view detailed information about an item


1 Access the Copies window of the title that you are searching for. (For
instructions, see Doing a Basic Search on page 80.)

Horizon displays the Copies window:

2 Highlight the copy with the item information you want to see.

3 Click Detail Status.

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Note: If the Detail Status button does not display on this window, your
searching options are not set up to allow you to view item information. You
must be set up as an expert user. (For more information, talk to your system
administrator.)

Horizon displays the Item Detail Status window:

You can change the size of this window to view more information.

Saving a List of Bib or Item Records


Saving a list of bib records or item records is called “bookmarking.” There is no
limit to the number of records that you can save to a list. Once you have completed
a list, you can print it or save it to a file.

You can save either bib records or item records, depending on the type of
information you want to save.

• Saving a bib record lets you save information such as title, author, publication
place, publication date, and so forth. In general, information saved at the
bibliographic level is title-specific, not item-specific.
• Saving an item record lets you save item-level information. In addition to
bibliographic information such as title and author, item-level information
includes call number, status, location, and collection.

This section explains these topics:

• Bookmarking a Record on page 103


• Viewing a Bookmark List on page 103

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• Printing a Bookmark List on page 104


• Saving a Bookmark List to a File on page 105
• Deleting a Bookmark Entry on page 105

Bookmarking a Record
You can bookmark records from one of these windows:

• Titles List or Title Alphabetical


• Bibliographic Detail
• Copies
• Call Number List

Horizon prompts you to specify whether you want to save the record as a title (bib
record) or an item record. Horizon stores bookmarked titles on a Saved Items list or
a Saved Bibs list.

To bookmark a record
1 Search for the title you want to save to a list. (For instructions, see Doing a Basic
Search on page 80.)

2 Highlight the title you want.

3 Choose Bookmarks, Add Bookmark Entry or press F6.

Horizon displays the Bookmark window:

4 Choose Title or Item, depending on the type of information you want to save.

5 If you want to save records from all locations, mark All locations.

6 Click OK.

Horizon displays a message verifying that the record was saved.

7 Click OK to close the message.

8 Repeat steps 1 through 7 for each record you want to add to the list.

Viewing a Bookmark List


After you have created a list of bib or item records, you can view the list. (For
example, you may want to view a list to find out the call number for a book you
want to check out.) You can view this list from anywhere in Horizon.

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To view a bookmark list


 Do one of these options:

• To view a list of bib records, choose Bookmarks, View Marked Titles.

• To view a list of item records, choose Bookmarks, View Marked Items.

Horizon displays the list of records you saved:

Printing a Bookmark List


After you have made a list of bib or item records, you can print the list. You can
print a list with full bib or item information, or you can print a list in a shortened
form. You can view and print this list from anywhere in staff searching.

To print a bookmark list


1 Do one of these options:

• To print a list of bib records, choose Bookmarks, View Marked Titles.

• To print a list of item records, choose Bookmarks, View Marked Items.

Horizon displays a list of saved records.

2 Print the list.

Horizon displays a pop-up menu with print options.

3 Do one of these options:

• To print a shortened record, choose Print Brief Title Info.

• To print a complete record, choose Print Full Title Info.

4 Make sure your printer information is correct.

5 Click OK.

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Saving a Bookmark List to a File


After you have made a list of bib or item records, you can save the list to a file. You
can save the list with full bib or item information, or you can save the list in a
shortened form. You can view and save this list from anywhere in staff searching.

To save a bookmark list to a file


1 Do one of these options:

• To save a list of bib records, choose Bookmarks, View Marked Titles.

• To save a list of item records, choose Bookmarks, View Marked Items.

Horizon displays a list of saved records.

2 Choose File, Save.

Horizon displays a pop-up menu with save options.

3 Do one of these options:

• To save a shortened record, choose Save Brief Title Info.

• To save a complete record, choose Save Full Title Info.

Horizon displays the Save to File window. By default, Horizon displays the
folder where you installed Horizon.

4 Choose the folder where you want to save your bookmark list.

5 Enter a file name for your bookmark list.

6 Save the list.

Deleting a Bookmark Entry


If you no longer want to include a bib or item record in your list of bibliographies,
you can remove it from the list. You can view and delete entries from a list
anywhere in staff searching.

To delete a bookmark entry


1 Do one of these options:

• To delete a bib record, choose Bookmarks, View Marked Titles.

• To delete an item record, choose Bookmarks, View Marked Items.

Horizon displays a list of saved records.

2 Choose one or more entries to delete.

3 Choose Bookmarks, Remove Bookmark Entry.

You are prompted to confirm the deletion.

4 Click OK.

Horizon deletes the selected entries from the list.

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Other Types of Searching


In addition to basic searching, Horizon lets you do other types of searching.

You can use compound searching or expert searching to search for multiple terms at
once or to search on multiple indexes at once. You can focus your search on new
records that have been added to your library’s catalog.

If you want to search a database other than the one that you logged in to, you can do
so by doing a Z39.50 search or by searching using a stand-alone version of the
Horizon Staff PAC product.

For information on limiting a search or sorting search results, see


Searching Features on page 86.

This section explains these topics:

• Doing a Compound Search on page 106


• Doing an Expert Search on page 108
• Searching for New Additions on page 110
• Searching Different Databases on page 112

Doing a Compound Search


For some tasks, Horizon displays a Compound Search window. This window lets
you use the “AND” and “OR” boolean operators to broaden or narrow your search.
(You can also use boolean operators to do an expert search. For more information,
see Doing an Expert Search on page 108.)

To do a compound search
1 Activate the process that includes a compound search window.

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Horizon opens the Compound Search window:

2 Highlight the index you want to search.

3 Enter a search term in the Search for field.

4 Do one of these options:

• Mark AND to narrow a search.

• Mark OR to broaden a search.

5 Highlight a search index from the list of indexes.

6 Enter another search term in the Search for field.

7 If you want to add new results to the current ones, click Append List.

8 Repeat steps 4 through 7 until your search string is complete.

Horizon displays your search string as you enter it. You can enter up to 300
characters.

Note: For the search to work best, leave the last search term of the series in the
Search for field.

9 Click Search.

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If Horizon cannot find the information based on the search criteria, Horizon
displays the Search Message window:

10 If this window appears, click OK and repeat steps 2 through 9, as necessary,


until you have a successful search.

Make sure you have spelled the codes correctly or you have selected the correct
codes from the lists and that you have used the Boolean operators correctly.

Doing an Expert Search


Expert searching lets you use complex search strings in your search. A search string
is a combination of search indexes and terms. Expert search strings are a powerful
way to refine your search. You can do expert searches with keyword search indexes
only, not alphabetical search indexes. You can enter variations of search terms (for
example, multiple-term and truncated keywords). Your system administrator can
set up the expert search option as part of a PAC flavor. (For instructions on setting
up the expert search option, see the “Searching Setup” chapter of the System
Administration Guide.)

To do an expert search
1 Press F2 to access the Main Search window.

2 Click Command Mode.

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Horizon displays the Expert Search window:

3 Double-click the keyword index you want to search.

Horizon enters the keyword label in the Search command field:

4 Within the search index brackets, enter the word you want to search for:

5 If you are using multiple words, click on an operator.

Horizon enters the operator within the search index brackets:

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6 Repeat steps 4 and 5 until you complete your search string within the selected
index.

7 If you want to search on multiple indexes, move the cursor outside of the
brackets.

Note: Combined keyword searches may slow the performance of the


workstation. SirsiDynix recommends using between four and six indexes to do
this type of search. If you need to use more than six indexes in a general
keyword search, contact your system administrator.

8 Click on the operator you want to use to combine the multiple indexes.

Horizon enters the operator in the Search command field:

9 Repeat steps 3 through 8 for each additional index you want to search.

10 Click OK or press ENTER to begin searching.

11 Move through the search windows to find the information you need. (For
instructions, see Searching Paths on page 75.)

Searching for New Additions


You can search for information that has recently been added to your library’s
catalog. (For example, if you want to find out whether a new book that you have
ordered has been cataloged and added to your library’s collection, you can search a
list of new titles.)

You can search for these types of new information:

• Titles
• Authors
• Subjects
• Series

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Your library’s system administrator and cataloging staff can determine how long
information is considered new. For titles, the administrator can set a certain number
of days after which the new titles are cleared from the list of new additions. (For
more information, see “System-Wide Settings” in the “General Setup” chapter of the
System Administration Guide.) For authors, subjects, and series, cataloging staff must
manually clear new additions. (For more information, see “Clearing the New
Authority Table” in the “Authority Records” chapter of the Cataloging Guide.)

To search for new additions


1 Depending on the new information you want to search for, activate one of these
processes:

• View New Titles

• View New Authors

• View New Subjects

• View New Series

The default location for these processes is the New Additions folder on the
navigation bar.

Horizon displays a list of titles, authors, subjects, or series, depending on the


type of search you chose. Here is an example of a list of new subjects:

2 Do one of these options:

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• Continue with your search. (For instructions, see Doing a Basic Search on
page 80.)

• Print the list.

• Click Cancel to close the window.

Searching Different Databases


As you log in to Horizon, you choose the server and database that you want to use
while you work in Horizon. All of your searches during the current log in session
access this same server and database.

Occasionally, while you are working in one database, you may want to search
another database. (For example, you may want to search for MARC records at
another library.) The easiest way to search another database is to start a Z39.50
search from within the Launcher. However, if the library you want to search does
not have a Z39.50 server, you can search using a separate Horizon staff searching
program.

This section explains these topics:

• Searching a Z39.50 Database on page 112


• Searching another Horizon Database Using a Stand-alone Staff Searching
Program on page 113

Searching a Z39.50 Database


You can access other library databases using the Z39.50 protocol. (For example, you
can search the Library of Congress.) The Z39.50 protocol standardizes how different
types of library systems share database information. Using this protocol, users can
search and retrieve information from libraries on different automation systems if
they have a compatible Z39.50 server. You can search remote and local Z39.50
databases from Horizon staff search windows.

Before you can use this feature, your system administrator must set it up. (For
instructions, see “Setting Up Z39.50 Communication” in the “Searching Setup”
chapter of the System Administration Guide.)

To search a Z39.50 database


1 Activate the Z39.50 Search process.

The default location of this process is the Searching folder on the navigation
bar.

Horizon displays the Select a Z39.50 Server dialog box.

2 Highlight the server you want to search.

You can choose only one server at a time.

3 Click Connect.

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Horizon displays a Z39.50 Search window:

4 Choose the Z39.50 index you want to search.

5 Enter a search term in the Search for field.

6 Search for an item.

7 When you finish searching, click Disconnect.

Searching another Horizon Database Using a Stand-alone Staff


Searching Program
When you log in to Horizon, you choose the database that you want to work in.
Occasionally, you may want to search another Horizon database while still working
in your own Horizon database. (For example, you may want to find out whether
another library has an item available. Or, if you are a cataloger, you may want to
search for a MARC record at another library, and send it to your own database.)

If the Horizon database you want to search is not available for Z39.50 searching,
you may be able to search using a stand-alone Horizon staff searching program.
This program lets you do a basic search in Horizon. However, you cannot use all of
Horizon’s search features. (For example, you cannot search for requests or new
additions.)

Before You Begin


• Find out from your system administrator whether the separate staff searching
program is available from your Launcher or your Horizon workstation, and
how you can access it.

The program is not available from your Launcher by default, so your system
administrator must add the program separately. (For more information, see
“Adding a Process to the Navigation Bar” in the “Setting Up Preferences for
Users” section of the “Security and Preferences” chapter of the System
Administration Guide.) The administrator must also increase the amount of
shared memory available on your system. (For more information, see “Error
Messages” in the “Getting Help” section of the “Maintenance and Day End”
chapter of the System Administration Guide.)

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• Find out the user ID, password, server name, and database name for the
Horizon library you want to search.

To search another Horizon database using a stand-alone staff searching


program
1 If you want to search for a record that you can send to your primary Horizon
database, log in to Horizon as you normally do.

2 Start the stand-alone staff searching program.

Depending on how your system administrator set up your system, the program
may be available as a process in your navigation bar, as a button on your
toolbar, or as an icon on your workstation desktop.

The search program displays the Horizon Sunrise startup dialog box.

3 Enter the user ID, password, server name, and database name for the Horizon
library you want to search.

4 If you want to change the login options, click the Options button, and update
the fields in the Login Options dialog box.

5 Click OK.

The search program opens, and displays a Search window:

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6 Continue with your search. (For instructions, see Doing a Basic Search on
page 80.)

7 If you want to send a MARC record to your regular Horizon database, choose
Edit, Send to Launcher.

Horizon sends the MARC record to your Launcher workspace.

8 To close the searching program, choose File, Exit.

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Index

Symbols alphabetical
* (asterisk) browse list window 77
in truncated searches 83 search 86
< (less-than symbol) keyword search list window 78
using with hex set codes 69 record defined 72
> (greater-than symbol) Authors window 77
using with hex set codes 69 B
? (question mark) Bar
in truncated searches 83 diacritic
A button 67
Acquisitions shortcut 65, 67
defined 10 menu
Administration overview 15
defined 10 navigation
ALA hex set code displaying 19
digraph example 69 for Launcher 19
using to enter diacritics 68 moving 20
viewing 68 right-click menu access 36
Alphabetical search status
defined 73 defined 15
for authors 86 Title 14
for subjects 86 Toggle Navigation button 19
for titles 86 toolbar 16
ignoring initial articles 85 Basics
overview 85 Horizon 6
Alphabetical Titles window 77 Microsoft Windows 2
AND Searching 80
narrowing searches 82, 107 Bib record
in the Compound Search window 106 bookmarking 102, 103
in the Expert Search window 109 defined 72
Append List field 107 linked 93
Approval Required window 11 saving list 102
Arrowhead and ellipsis button 39 Bibliographic Detail window 79
Arrowhead button 39 Bibliographic record
Article, initial (see Bib record)
ignored in alphabetical searches 85 Bibliography list
As Displayed option 59 adding an entry 102
Asterisk ( * ) creating 102
in truncated searches 83 deleting an entry from 105
Asterisk and ellipsis button 40 printing 104
Asterisk button 39 saving
Author bib records 102
alphabetical search 86 item records 102
keyword search 81 to a file 105
searching for new records 110 viewing 103
Authority Bookmark list

117
Index

adding an entry 102 Toggle Navigation Bar 17, 19


creating 102 Toggle Workbook 17
deleting an entry from 105 Undo 17
printing 104 View Keywords 84
saving Window Control 14
bib records 102 C
item records 102 Capitalization
to a file 105 in search terms 73
viewing 103 Carryover field 48
Bookmark window 103 Cascade menu option 23
Boolean operator Case Sensitive ? field 46
AND Cat Type Bib form 39
in compound searches 106 Cataloging
in keyword searches 82, 107 defined 10
OR sending data from 60
in compound searches 106 Change User window 9
in keyword searches 82, 107 Characters
using for compound searches 106 entering special 64
Borrower Check box
requests (see Field)
basics 94 Choose Sort Columns window 89
deleting 100 Circulation
reordering 99 defined 10
Borrower record Close button 10
defined 72 Code
Borrower Request List window 96, 97 defined 32
Browse hex set digraph example 69
alphabetical using ALA hex set to enter diacritics 68
title browse list window 77 Code field
authority in column display properties 28
alphabetical browse list window 77 Code Lookup window 32
keyword in Unicode 85 Collection
Button new additions 110
defaults on toolbar 16 Color
disabled 25 changing text 3
Windows operating system 14 Column
Buttons changing in a list window 27
Close 10 choosing sort order 89
Command Mode 108 temporarily changing display properties 46
Detail Status 101 Column Selection field 51
Display 27 Columns Separated by Commas option 59
Limit 90 Columns Separated by Tabs option 59
Options 7 Command Mode button 108
Prev Search 94 Compound Search window 106, 107
Redo 17 Copies window 79
Related Works 93 Customer Support
Reorder Queue 100 accessing from Help Center 1
Restrict 87 fax number 1
Search 107 phone numbers and web address 1
Send To 17 training 1
Sort 88 D
Toggle Diacritic Button Bar 17 Data
Toggle Diacritic Shortcut Bar 17 saving to a file 58
Toggle Full Screen 17

118
Index

search results sent from 61 example 31


sending to a process 60 field
Database defined 31
searching alternate 112 group
searching using Staff PAC 113 defined 32
Z39.50 112 required fields 32
Database field Editable field 48
in the Horizon startup window 7 Enabled field 47
Date Exact match search 73
changing or checking Microsoft Windows set- Expert Search window 109
tings 3 Explanations
format for entering 3 changing color 3
Dates Export
limiting a titles list 91 contents
Default Owner field of grid or form 49
in the Login Options window 8 selected grid rows and columns at once 51
Default Value field 48 Export codepage field 50
Descending Sort field 89 Export file name field 50
Desktop icon Export File Type field 52
example 6 Export to File window 50
Detail Status button 101 F
Detail Status window F1 function key
viewing borrower information 102 using to access online help 1
viewing detailed information about an item F2 function key
102 using to start a search 80
viewing item information 101 F6 function key
Detailed item information 101 using to add a bookmark 103
Diacritic using to cycle through open windows 57
entering F7 function key
overview 64 using to enter a diacritic 65
with ALA hex set codes 68 F8 function key
with keyboard shortcut 64 using to move between Circulation windows
with the button bar 67 57
with the shortcut bar 65 F9 function key
printing a list of shortcuts 65 using to activate a process 57
Diacritic button bar 67 Fax number
Diacritic Shortcut bar 66 for Customer Support 1
Dialog box Field
(see Windows) limit a search by 89
Digraph using a right-click menu in 37
example in hex set code 69 Fields
Display Append List 107
changing Carryover 48
in a list window 27 Case Sensitive ? 46
set window columns and properties 27 Code
temporarily changing for a grid 46 in column display properties 28
values 28 Column Selection 51
Display button 27 Database
Display Properties group 28 in the Horizon startup window 7
E Default Owner
Edit Request window 99 in the Login Options window 8
Edit window Default Value 48
Codes button Descending sort 89
defined 32 Editable 48

119
Index

Enabled 47 Find/Replace window 46


Export codepage 50 Folder
Export file name 50 Searching
Export File Type 52 on the navigation bar 74
Find Cell Containing 46 Font
Font Size changing type and size as login option 8
in the Login Options window 8 Font Size field
Hidden 48 in the Login Options window 8
In Column 46 Form
Include Column Header 52 Cat Type Bib 39
Label defined 38
in column display properties 28 example 39
Language exporting 49
in the Login Options window 8 overview 38
Limit Text 91 processes that use forms 37
Location sorting 42
in the Login Options window 8 viewing general information about 40
Make Default Function key
in the Login Options window 8 (see also “F”)
Password used in Horizon 35
in the Horizon startup window 7 G
Pickup Location 99 Globe drop-down button 40
Position Greater-than symbol ( > )
in column display properties 28 using with hex set codes 69
Put Quotes on Each Column 59 Grid
Replace Cell Text With 46 adding a row 41
Required 47 defined 38
Reset Grid Configuration from Database 48 deleting a row 52
Right Justify example 38
in column display properties 28 exporting 49
Row Selection 51 exporting selected rows and columns at once
Search For 107 51
Server filtering 43
in the Horizon startup window 7 overview 38
Show Unicode Value 69 processes that use grids 37
Suspend Until 99 replacing data in 45
To Position 100 requerying or refreshing 48
Up/Down 48 searching 45
User sorting 42
in the Horizon startup window 7 Syntax and Validation 38
Value temporarily changing display of 46
in column display values 28 viewing information about 40
Volume 92 viewing specific information in 43
Width Grid Configuration Options window 47
in column display properties 28 Grid menu options button 40
Window Font 8 Group
Year 92 changing information for multiple items 63
Figure creating a new entry in 33
common search paths 75 defined 33
processes in Searching 74 drop-down list
File defined 33
opening 58 example 33
saving data to 58
Find Cell Containing field 46

120
Index

H Item
Help bookmarking 102
accessing online 1 changing information for a group of 63
Help Center choosing from list 30
accessing 1 choosing multiple from list 30
viewing latest enhancements 1 requesting 94
Hex set code saving a list of 102
digraph example 69 viewing detailed information 101
using to enter diacritics 68 Item Detail Status window 102
Hidden field 48 Item group
Hold changing information 63
(see Request) Item Group Editor 63
Hold Request window 95 Item record
Horizon bookmarking 103
basic tasks 6 Item Request Queue window 98, 100
changing users in 9 Item status
icon on the desktop 6 restricting a search by 87
logging in 6 viewing 101
logging off 9 Item type
menu restricting a search by 87
bar 15 viewing 101
options 15 K
overview 5 Key
processes overview 10 F1
record ownership 11 using to access online help 1
security overview 11 F2
SirsiDynix-maintained servers 6 using to start a search 80
starting a process in 53 F6
user interface overview 13 using to add a bookmark 103
windows overview 25 using to cycle through open windows 57
Horizon Basics Guide F7
viewing from Help Center 1 using to enter a diacritic 65
Horizon Customer Relations Manager F8
contacting 1 using to move between Circulation windows
Horizon Help Center 57
accessing 1 F9
viewing latest enhancements 1 using to activate a process 57
Hyphenation shortcut
in search terms 74 in Horizon 34
I Keyboard
In Column field 46 accessing menu options 16
Include Column Header field 52 activating a process with 55
Index shortcuts 34
types for searching 73 using diacritic shortcuts 64
Information Portal Keyword browse in Unicode 85
defined 11 Keyword list
In-house use viewing 84
viewing for an item 101 Keyword List window 84
Interface Keyword search
form defined 73
defined 38 doing a basic 82
grid overview 81
defined 38 sorting a list 88
using boolean operators 82

121
Index

using combined indexes 82, 110 moving windows to another 23


using multiple words 82 Location field
using truncated words 83 in the Login Options window 8
viewing keywords for 84 Log in to Horizon 6
L Log off Horizon 9
Label field Login Options window 7
in column display properties 28 M
Language Main Search window
changing as login option 8 example 76
Language field overview 25
in the Login Options window 8 Make Default field
Launcher in the Login Options window 8
example 14 Menu
navigation bar on 19 accessing with shortcut keys 34
overview 14 opening 16
positioning windows in 22 right-click 36
right-click menu 36 Menu option
toolbar 16 using right-click to access 36
window example 8 Menu options
workbook view 24 Cascade 23
workspace 21 Send To 60
Less-than symbol ( > ) Smart Tile 23
using with hex set codes 69 Tile Horizontally 22
Limit button 90 Tile Vertically 22
Limit Text field 91 Misspelled search terms 81
Limiting operator 90 Module
Linked bib record 93 (see Process) 10
List Mouse
bookmarks accessing menu options 16
deleting 105 activating a process with 54
printing 104 Multiple keyword searching 82
saving to a file 105 N
viewing 103 Navigation bar
choosing basics 19
items 30 displaying or hiding 19
multiple items 30 displaying the Shortcut column 56
of keyword search terms 84 moving 20
of titles, limiting 89, 91 right-click menu for 36
saved bibliography New collection additions 110
printing 104 O
viewing 103 Online help
saving titles 102 accessing 1
sorting 29, 88 Horizon Help Center 1
viewing Operator
bookmark 103 boolean in keyword search 82
title request 97 for limiting searches 90
List window question mark 83
columns truncating searches with asterisks 83
changing 27 using parentheses 82
sorting by 29 Option
example 4, 26 As Displayed 59
Location Columns Separated by Commas 59
changing as a login option 8 Columns Separated by Tabs 59
changing pickup of hold request 98

122
Index

Use Database Names 59 in a bib record 72


Options button 7 limiting a search by 89, 91
OR sorting list by 88
Boolean operator 82 Punctuation
broadening searches in search terms 74
field 107 using asterisks 83
in Compound Search window 106 using parentheses 82
in Expert Search window 109 using question marks 83
overview 82 Purchase order
Owner defined 72
changing as a login option 8 Put Quotes on Each Column field 59
Ownership Q
(see also Record ownership) Question mark ( ? )
defined for records 11 in truncated searches 83
P Queue
PAC (Public Access Catalog) 11 reordering request 99
Parentheses R
in multiple keyword searches 82 Radio button
Password (see Option)
specifying at login 7 Receiver
Password field defined 60
in the Horizon startup window 7 Record
Path authority
common search 75 defined 72
Pencil and ellipsis button 40 bib
Phone number bookmarking 102
for Customer Support 1 defined 72
Pickup location borrower
changing for a hold request 98 defined 72
Pickup Location field 99 purchase order 72
Position field types you can search for 72
in column display properties 28 Record ownership
Prev Search button 94 (see also Ownership)
Previous search defined 11
conducting 93 Redo button 17
Previous Searches window 94 Related Works button 93
Process Related Works window 93
activating Remote site access
an open window 57 using Z39.50 112
using a mouse 54 Reorder Queue button 100
using the keyboard 55 Reorder Request Queue window 100
for grids and forms 37 Replace Cell Text With field 46
overview 10 Request
searching 74 deleting 100
security 74 editing 98
starting making 94
in Horizon 53 queue
using a mouse 54 reordering names 99
using the keyboard 55 viewing
windows list 96, 97
overview 25 title 97
right-click menu access 36 Request queue
Public Access Catalog (PAC) 11 deleting requests 100
Publication date

123
Index

reordering requests 99 using operators 90


Required field 47 value 89
Required fields main window 76
in edit window 32 multiple keyword 82
Reserve Bookroom (RBR) narrowing 82
searching as separate database 113 new additions 110
Reset Grid Configuration from Database field 48 option 73
Restrict button 87 overview 71
Restrict Title Display window 88 paths illustration 75
Restrictions previous 93
for a search processes 74
applying 87 record types 72
removing 86 removing restrictions 86
Right Justify field restricting 87
in column display properties 28 sending data from 61
Right-click setting up 72
using to access menu options 36 truncated
Row with asterisk 83
adding 41 with question mark 83
deleting 52 types 73
Row Selection field 51 viewing keywords list 84
S Z39.50 database 112
Save List window 59 Search button 107
Saved bibliography Search For field 107
(see Bibliography list) Search Limit window 91
Search Search Message window 108
advanced 108 Search path
alphabetical alphabetical
authority 85 title browse list window 77
defined 73 Authority
title 85 keyword search list window 78
title browse list window 77 authority
alternate databases 112 alphabetical browse list window 77
authority Bibliographic Detail window 79
alphabetical browse 77 Copies window 79
basic 80 diagram of common 75
broadening 82 Main Search window 76
choosing 73 navigating through windows 75
compound 106 Title list window 78
doing a basic 80 Search string
doing a previous 93 defined 108
exact match 73 Search term
expert 108 capitalization 73
features 86 entering 73
finding fewer titles 82 hyphenation 74
finding more titles 82 misspelled 81
index 73 punctuation 74
keyword significant digits 74
defined 73 truncated 83
overview 81 using previous 93
using combined indexes 82, 110 Search window
limiting accessing 76
by volume 92 overview 25
overview 89 types 76

124
Index

Security search
overview 11 alphabetical 86
Select filter for grid contents window 44 keyword 81
Send To button 17 new records 110
Send To menu option 60 Subjects window 78
Serials Support
defined 10 phone numbers 1
sending data from 61 Suspend Until field 99
volume search 92 Syntax and Validation grid 38
Series T
alphabetical search 86 Tab
keyword search 81 displaying at bottom of Launcher 24
new records search 110 Telephone number
Server for Customer Support 1
specifying at login 7 Text color
Server field changing 3
in the Horizon startup window 7 Tile Horizontally menu option 22
Shortcut Tile Vertically menu option 22
displaying shortcuts in navigation bar 56 Title
for activating processes 56 bookmarking 102, 103
for entering diacritics limiting a list 89, 91
from the Diacritic Button bar 67 saving a list 102
from the Diacritic Shortcut bar 65 search
from the keyboard 64 alphabetical 86
for menu option 34 alphabetical browse list window 77
keys 34 keyword 81
overview of use in Horizon 34 new records 110
standard Windows used in Horizon 35 sorting 88
using function keys with 35 Title bar
Show Unicode Value field 69 defined 14
Significant digits Title request list
in search terms 74 viewing 97
SirsiDynix Titles list window 78
Customer Support Titles window 78
accessing from Help Center 1 To Position field 100
fax number 1 Toggle Diacritic Button Bar button 17
phone numbers and web address 1 Toggle Diacritic Shortcut Bar button 17
training 1 Toggle Full Screen button 17
Size Toggle Navigation Bar button 17, 19
changing font as login option 8 Toggle Workbook button 17
Smart Tile menu option 23 Toolbar
Smart Tile window 23 default buttons 16
Sort displaying or hiding 17
descending order 89 explained 16
List window 29 moving 18
Titles list 88 right-click menu 36
Sort button 88 Truncation
Staff PAC definition 83
(see Staff searching) using asterisks 83
Staff searching using question mark 83
using Staff PAC as stand-alone program 113 Tutorial for Windows 2
Status bar U
defined 15 Undo button 17
Subject

125
Index

Unicode sorting 85 Change User 9


Up/Down field 48 Choose Sort Columns 89
Use Database Names option 59 Code Lookup 32
User Compound Search 106, 107
changing on a Horizon workstation 9 Copies 79
User field Detail Status 102
in the Horizon startup window 7 Display Properties 5
User interface Edit Request 99
grids and forms 37 Expert Search 109
V Export to File 50
Value Find/Replace 46
using to limit searches 89 Grid Configuration Options 47
Value field Hold Request 95
in column display properties 28 Item Detail Status 102
View Keywords button 84 Item Request Queue 98, 100
Volume Keyword List 84
limiting a search by 92 Launcher 8, 14
Volume field 92 Login Options 7
Volume Search window 92 Main Search 76
W Previous Searches 94
Warning Related Works 93
unattended workstation risk 9 Reorder Request Queue 100
Width field Restrict Title Display 88
in column display properties 28 Save List 59
Window Search Limit 91
(see also Edit window, List window, Search Search Message 108
window) Select filter for grid contents 44
activating an open process 57 Smart Tile 23
changing size 23 Subjects 78
changing text color 3 Titles 78
cycling between 57 Volume Search 92
example 4 Z39.50 Search 113
font Windows Display Properties window 5
changing as login option 8 Windows operating system
grids and forms 37 basics 2
moving to another location 23 buttons 14
positioning in the Launcher 22 changing or checking date settings 3
positioning in workspace 21 changing text color 3
search paths 76 standard shortcuts 35
set columns and properties for display 27 Unicode support 85
sorting a list 29 Workbook
Window Control button 14 view
Window Font field 8 tabs 24
Windows tabs at bottom of Launcher 24
Alphabetical Titles 77 Workspace
Approval Required 11 in Launcher 21
Authority positioning windows in 21
keyword search list 78 Workstation
Authors 77 unattended risk warning 9
alphabetical browse 77 Y
Bibliographic Detail 79 Year field 92
Bookmark 103 Z
Borrower Request List 96, 97 Z39.50

126
Index

searching 112 Z39.50 Search window 113


using for remote sites 112

127

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