Presentations text content in Item Records – Everything
Slide1
Item Records – Everything One Needs to Know – well almost
Slide2Training
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.
Slide3Training
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.
Slide4Permissions
Barcoding vs. Cataloging Permissions
Circulation permissions that can modify the item record
How to have permissions added for staff
Slide5Searching and Matching
We have several different segments already recorded. But here are two that I want to stress.
Slide6Bibs not to attach to
Do not attach to
ON ORDER BIBS if your item is a circulating item
ON THE FLY BIBS
Slide7ON ORDER BIBS
Slide8ON ORDER MARC view
Slide9ON THE FLY
Slide10ON THE FLY MARC view
Slide11Item 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
Slide12Slide13Item Templates
Allows you to remember what information is used for type of materials
May have as many as you wish
What to call
Slide14Slide15Change owner
give unique name
Slide16Slide17Call Numbers
Need to be consistent
Used for inventory
Do not recommend to BULK CHANGE call number
Slide18Call 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
Slide19Volume 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
Slide208.Entering enumeration of periodicals, annuals, multipart sets, etc.
Slide21Volume 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
Slide22Slide2310. 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.
Slide24Slide25Serial vs. Monograph
When to attach to a serial bibliographic record
When to attach to a monograph record
Why the difference
Slide2611.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)
Slide2711.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
Slide2811.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
Slide2911.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
Slide30Graphic 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?
Slide31Slide32Slide33Fiction 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
Slide34Slide35Slide36Notes and Blocks
Notes are searchable
Public
Private
Remember when searching to limit to your assigned location
Slide37Slide38Gifts and Donations
Use of the Donor field
Use of the Fund Source
Searchable, but limit to your assigned branch when searching for this information
Slide39Slide40Clean Up
How do to find all of your items
Slide41Slide42Slide43Slide44Another way to make a Record set
Slide45Slide46Weeding and Deleting
Difference between withdrawn status and deleting
Delete still
shows
in
lists until purged
Statistics from the Summary Report
Slide47Slide48Bulk Change
What to bulk change
What not to bulk change
Demo
Difference between Ad hoc bulk change and Record Set bulk change
Slide49Simply Reports vs. the Find Tool
Demo
Item Records – Everything
Download Presentation - The PPT/PDF document "Item Records – Everything" is the property of its rightful owner. Permission is granted to download and print the materials on this web site for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.