Item Records – Everything

Item Records – Everything Item Records – Everything - Start

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Item Records – Everything - Description

O. ne Needs to Know – well almost. Training. . Barcoder. : . Has the knowledge/training to search the local database to identify a matching record. If a matching record is found, attaches item/holding record. If a matching record is not found, item is given/sent to a cataloger. This level may no.... ID: 531312 Download Presentation

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Item Records – Everything




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Presentations text content in Item Records – Everything

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Item Records – Everything One Needs to Know – well almost

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Training

Barcoder

:

Has the knowledge/training to search the local database to identify a matching record. If a matching record is found, attaches item/holding record. If a matching record is not found, item is given/sent to a cataloger. This level may not edit bibliographic records.

Required training

: Basic understanding of MARC records

Searching and matching in the local database

Creating, editing, and deleting item/holding records in the local

database

These classes must be completed within the first three months of training. Once the initial training is done, there are no further ongoing training requirements.

Slide3

Training

Cataloger:

Has the knowledge/training to perform copy or original cataloging in addition to searching for a matching record and attaching an item/holding record. This level may bring records into the local database from OCLC and may edit bibliographic records in the local database in accordance with SHARE cataloging policies. This level may also edit OCLC master records to include upgrading less than full-level records via the OCLC Expert Community functionality. SHARE catalogers are not required to do original cataloging, but may create original records if desired.

Slide4

Permissions

Barcoding vs. Cataloging Permissions

Circulation permissions that can modify the item record

How to have permissions added for staff

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Searching and Matching

We have several different segments already recorded. But here are two that I want to stress.

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Bibs not to attach to

Do not attach to

ON ORDER BIBS if your item is a circulating item

ON THE FLY BIBS

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ON ORDER BIBS

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ON ORDER MARC view

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ON THE FLY

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ON THE FLY MARC view

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Item Records

Allows you to put your library’s own:

Barcode

Call number

Price

Collection

Material/loan/fine code you wish to use

Statistical code

Notes and Blocks

Funding Source or Donor

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Item Templates

Allows you to remember what information is used for type of materials

May have as many as you wish

What to call

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Change owner

give unique name

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Call Numbers

Need to be consistent

Used for inventory

Do not recommend to BULK CHANGE call number

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Call Numbers

Prefix --

the start of a call number. REF, R, J, DVD are examples. Helps define the type of material or location.

Classification --

Dewey classification number, such as 364.1532

Cutter --

It is an alphanumeric device to code text so that it can be arranged in alphabetical

order.

Suffix --

other identifying information that determines location or type of material

. (

pb

) is an example

Volume

Copy

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Volume Field

Do not use for local notes or accession number

Do not use for fiction series information

How to input volume information – or v. 1 vs. V.1 – see the SHARE Cataloging

Standards

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8.Entering enumeration of periodicals, annuals, multipart sets, etc.

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Volume Field

Do not use for local notes or accession number

Do not use for fiction series information

How to input volume information – or v. 1 vs. V.1 – see the SHARE Cataloging Standards

How to know if item needs series information

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10. Attaching to set vs individual records for multipart audiovisual material

For multipart audiovisual material (i.e., DVDs and audiobooks), attach your holding to the appropriate set or individual record based on how your library intends to circulate the item. An example is the entire season of a television series that consists of several DVDs in one container. If you will be circulating the container as one piece, attach to the record for the set. If you will be circulating the DVDs separately, attach to the records for the individual DVDs.

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Serial vs. Monograph

When to attach to a serial bibliographic record

When to attach to a monograph record

Why the difference

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11.Attaching to serial vs monograph records for serials other than periodicals

This policy applies to serials that are published annually or less frequently, such as test books, travel guides, etc.:

--Use a serial bibliographic record for resources that will not circulate in Polaris (i.e., reference material)

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11.Attaching to serial vs monograph records for serials other than periodicals

This policy applies to serials that are published annually or less frequently, such as test books, travel guides, etc.:

--Use a serial bibliographic record for resources that will not circulate in Polaris (i.e., reference material)

--Use a monograph bibliographic record for resources that will circulate in Polaris

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11.Attaching to serial vs monograph records for serials other than periodicals

This policy applies to serials that are published annually or less frequently, such as test books, travel guides, etc.:

--Use a serial bibliographic record for resources that will not circulate in Polaris (i.e., reference material)

--Use a monograph bibliographic record for resources that will circulate in Polaris

--If the circulation status of a resource changes (i.e., it goes from non-circulating to circulating, or vice versa)

----the

item record must be transferred to the appropriate serial or monograph bibliographic record

Slide29

11.Attaching to serial vs monograph records for serials other than periodicals

This policy applies to serials that are published annually or less frequently, such as test books, travel guides, etc.:

--Use a serial bibliographic record for resources that will not circulate in Polaris (i.e., reference material)

--Use a monograph bibliographic record for resources that will circulate in Polaris

--If the circulation status of a resource changes (i.e., it goes from non-circulating to circulating, or vice versa)

----the

item record must be transferred to the appropriate serial or monograph bibliographic record

--If there is a gap of 5 years or more between editions of a serial, use a monograph bibliographic record, even

if

the resource will not circulate in Polaris

Slide30

Graphic Novels

Do not attach to a bibliographic record for the set (or series) – each individual volume needs to be on a bibliographic record for that title/volume, such as Absolute Boyfriend, V. 1.

What not to include in the call number

What cutter do you use?

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Fiction Series

Fiction series is on the bibliographic record

If you wish to note it on your item record, where to put it

What not to include in the call number

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Notes and Blocks

Notes are searchable

Public

Private

Remember when searching to limit to your assigned location

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Gifts and Donations

Use of the Donor field

Use of the Fund Source

Searchable, but limit to your assigned branch when searching for this information

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Clean Up

How do to find all of your items

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Another way to make a Record set

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Weeding and Deleting

Difference between withdrawn status and deleting

Delete still

shows

in

lists until purged

Statistics from the Summary Report

Slide47

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Bulk Change

What to bulk change

What not to bulk change

Demo

Difference between Ad hoc bulk change and Record Set bulk change

Slide49

Simply Reports vs. the Find Tool

Demo


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