Horizon User Guide
Horizon 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).
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
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
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
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.
Summary of contents
This guide contains these major sections:
vii
About this guide
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
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
Windows displays the Appearance tab in the Display Properties dialog box:
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.
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:
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.
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.
To log in to Horizon
1 Log in to the computer where your Horizon client software is installed.
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.
• If you want to log in using the default information shown in the fields, do
these steps:
– Click OK.
• If you want to change information before logging in, update these fields, as
necessary:
Field Action
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
Field Action
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.
Changing users
To change users
1 If necessary, save changes in any open Horizon windows.
5 Click OK.
Horizon changes launcher security and preference settings to match the user ID
you entered.
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 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.
• 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.
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.)
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.)
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
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:
• 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.
• 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.)
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.
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.)
Redo Lets you redo the last change that you decided to
undo.
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.
3 Choose the name of the toolbar that you want to display or hide.
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.
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:
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.
2 Choose View, Navigation Bar, or click the Toggle Navigation Bar button
in the default toolbar.
3 Drag the navigation bar to where you want to place it in the Launcher window.
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 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:
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:
Display all open windows or records so that the active window 1. Choose Window, Cascade.
is in front:
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.
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.)
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 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.
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:
• 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.
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.)
2 Click Display.
Horizon displays a window that lets you change columns. Here is an example
of a window for an Acquisitions list window:
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
Right Justify Mark this box to right-justify the text in the column.
6 Click OK.
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.)
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.
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).
Note: The sort remains in effect only while you are in the list window. Once you
close the window, the default sort fields return.
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.
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
• 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”.)
• 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.
• 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.
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.
• 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.
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.
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.
• 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:
• 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:
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+F Close
ALT and the space bar Display the application system menu
ALT+ PRINT SCREEN Copy an image of the active window to a clip board
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:
• 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:
• Fields in a window. Right-clicking in a field lets you cut, copy, or paste text;
look up a code; and so forth:
Here is an example of some Cataloging processes that use grids and forms for the
user interface:
• 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.
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):
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.
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.
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.
• 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.
• 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.
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.
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.
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.)
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.
Here is an example:
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.
• 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 OK.
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.
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.
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.
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.)
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.
4 In Grid Columns, highlight the column whose properties you want to change.
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.
Field Action
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.
To do this Do this
3 Choose Export.
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.)
Field Action
Field Action
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.
• Click the Grid options menu button ( ), and choose Delete Selection.
Horizon deletes the row and all of its information from the grid.
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.
53
Chapter 3: Basic tasks
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.)
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.
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.)
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.
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.
• 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.
• 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.)
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.
The default location is the folder where your Horizon software is installed. You
can also create a new folder.
5 Click Save.
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.
• 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.
• 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.
You can open the file using a text editor, such as Windows Notepad. (For more
information, see your Windows documentation.)
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:
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:
• 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:
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
• Press F10.
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.
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:
• 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.
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.
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.)
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.)
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.)
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.
• 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.
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.)
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.
5 When you need to enter a diacritic, find the diacritic on the button bar.
• 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.
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.
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.
4 Click New.
5 Choose a list group that has 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.)
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
( > ).
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.
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.)
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Chapter 4: Searching
• 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.
• 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.)
• 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.)
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Chapter 4: Searching
Searching Processes
When you first install Horizon, the Searching folder on the navigation bar contains
these folders and 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.)
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 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
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Chapter 4: Searching
• 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.
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Chapter 4: Searching
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.
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Chapter 4: Searching
Basic Searching
The types of searches you can do depend on the search options set up by your
system administrator.
To do a basic search
1 Do one of these options:
• Press F2.
The default location of this process is the Searching folder on the navigation
bar.
2 Choose a search option from the Indexes list. (For more information, see
Keyword Searching on page 81 or Alphabetical Searching on page 85.)
6 Choose a title.
8 Click Show Copies to view the copy status and call number.
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.
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Chapter 4: Searching
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.
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.
• * (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.)
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.)
5 Choose the keyword heading that most closely matches your search terms.
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.)
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Chapter 4: Searching
Horizon prompts you to enter a word (or partial word) to begin the list:
5 Click OK.
7 Click OK.
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.
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:
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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.
3 Enter all or the first part of your search term in the Search for field.
4 Click OK.
• 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:
5c Press ENTER.
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.
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.
• Collection
• Location
• Item status
• Item type
To restrict a search
1 Press F2 to access the Main Search window.
2 Click Restrict.
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Chapter 4: Searching
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.)
Horizon displays the restriction criteria above the Search for field.
6 Begin your search. (For instructions, see Doing a Basic Search on page 80.)
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.
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.
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Chapter 4: Searching
• Limiting Operator. Specifies the relationship between the field description and
the limiting value.
Operator Example
<=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).
Does not contain You may want to limit a list to items with subject
tags that do not contain “computers.”
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.
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.
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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Chapter 4: Searching
• 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.
4 Click OK.
• 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.
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Chapter 4: Searching
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.
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.
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.
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.
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.)
4 Enter your identifying information in the Search for field. (For example, enter
your last name or your barcode.)
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Chapter 4: Searching
Horizon closes the Hold Request window, then displays a message verifying
that you have requested the title and that the library will be notified.
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.)
4 Enter the borrower’s identifying information in the Search for field. (For
example, enter the borrower’s last name or barcode.)
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Chapter 4: Searching
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:
3 Click Edit.
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.
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Chapter 4: Searching
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:
2 Choose the item or borrower you want to delete from the request list.
3 Click Delete.
4 Click OK.
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.)
2 Highlight the copy with the item information you want to see.
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.)
You can change the size of this window to view more information.
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.
Bookmarking a Record
You can bookmark records from one of these windows:
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.)
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.
8 Repeat steps 1 through 7 for each record you want to add to the list.
5 Click OK.
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.
4 Click OK.
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.
To do a compound search
1 Activate the process that includes a compound search window.
7 If you want to add new results to the current ones, click Append List.
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.
If Horizon cannot find the information based on the search criteria, Horizon
displays the Search Message window:
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.
To do an expert search
1 Press F2 to access the Main Search window.
4 Within the search index brackets, enter the word you want to search for:
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.
8 Click on the operator you want to use to combine the multiple indexes.
9 Repeat steps 3 through 8 for each additional index you want to search.
11 Move through the search windows to find the information you need. (For
instructions, see Searching Paths on page 75.)
• Titles
• Authors
• Subjects
• Series
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.)
The default location for these processes is the New Additions folder on the
navigation bar.
• Continue with your search. (For instructions, see Doing a Basic Search on
page 80.)
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.
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.)
The default location of this process is the Searching folder on the navigation
bar.
3 Click Connect.
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.)
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.)
• Find out the user ID, password, server name, and database name for the
Horizon library you want to search.
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.
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.
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
118
Index
119
Index
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
122
Index
123
Index
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
126
Index
127