Put your cursor on the 'Element label' that is directly below where you want your new vocabulary to be inserted (go
here instead, if the vocabulary is to be inserted at the end of the record/template)
Press the <Insert> key
Either: Choose from a list of already assigned local vocabularies appropriate for the entity (if there are any)
Click on the empty Element Label box, and then the down arrow to choose from a list
Select an existing vocabulary
<Tab> to complete the step
Or: Enter a local vocabulary name
Click on the empty Element Label box, and enter an vocabulary name
<Tab>
Indicate “What Kind of data is this?”: Vocabulary
Indicate the Source of the vocabulary
Indicate the Kind of vocabulary for the data
Click <Submit>
To add a local vocabulary of your own to a template:
Put your cursor on the vocabulary label that is directly below where you want your new vocabulary to be inserted (go
here instead, if the vocabulary is to be inserted at the end of the record/template:
If your new vocabulary is a parent vocabulary, put your cursor on a parent vocabulary label
If your new vocabulary is a sub-vocabulary, put your cursor on a sub-vocabulary vocabulary label in the same group
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Press the <Insert> key; a blank box will appear
Either: Choose from a list of already assigned local vocabularies appropriate for the entity (if there are any)–(this works for templates and records)
Click on the empty Element Label box, and then the down arrow on its right
Select a vocabulary label
<Tab> to complete the step
Or: Enter a local vocabulary name–(this only works for templates)
Click on the empty Element Label box, and enter a vocabulary name
<Tab>
Click the Vocabulary button to indicate “What Kind of data is this?” (use this for an element that has a list of terms for its data; this allows you to set up a list of common terms, so that the user can either choose from the list, or (if it is an open vocabulary) enter a new term)
Indicate the Source of the Vocabulary, e.g., “User” (do not use RDA or TMQ as a Source)
Indicate the Kind of vocabulary for the data:
Fixed list—the user will only be able to choose from the closed list of terms that you provide
Fixed, plus user terms—the user will be able to choose from the open list of terms that you provide, or enter a term of their own
May have sub-elements—either way (fixed or fixed plus) the vocabulary might have sub-elements, that can be used to provide more detailed terms than the general terms provided in the parent vocabulary
Click <Submit>
The system will add an appropriate vocabulary symbol for the source of the vocabulary, to the end of the label, e.g., “‡” = MARC
You will be able to change these vocabulary settings later using Edit Vocabularies
In a template: if you would like an added vocabulary to always appear for a particular type of record, then add that vocabulary in a template; the added vocabulary will always appear whenever that template is accessed.
In a record: do not add a vocabulary to a record; if you do, then that new vocabulary will show up as 'undefined' the next time you open the record. Only add new vocabularies to templates, so that the software knows what to do with the data for that vocabulary, the next time you access a record that contains that vocabulary data.