Cataloging Staff Training Outline2005 Revision 4
I.Workstation Skills
The document at
covers the following aspects:
____ Basic Windows Skills
____ Basic Internet Explorer techniques, e.g., book-marking, creating shortcuts, etc.
____ Working with PowerPoint slide show for training documents
____ How to find IP address
____ Backing up
- Introduction to bibliographic information (and library jargon)
____ Technical services workflow overview (Unit specific)
____ Basic Orbis/YUL glossary:
____ What is and how to recognize a monograph, a serial, and a multipart monograph.
____ What does a bib. record look like in MARC format and OPAC.
____ Chief sources of information, what constitutes a title page.
____ What are author, corporate body, conference, uniform title headings.
____ What is ISBN, ISSN, LCCN (see the glossary)
____ Concept of edition; what constitutes a match.
____ Different generations of microforms, see
____ Concept of authority control. See Authority Control at Yale page:
____ Introduction to subject headings and classifications
III.MARC Format
Instruction on MARC formats, including a review of most common and important MARC fields and their content.
____ Bibliographic
Understanding MARC
MARC21 Tutorial
Fixed fields checklist for books <DRAFT 2003; needs revision??>:
____ Holdings
MFHD Policies and Procedures (5/05)
Voyager MFHD Examples (1/05)
Standard Staff Notes and Abbreviations <should be revised>
____ Authority Control
Authority Control Workflow for Yale University Library C&T staff
Authority Control at Yale
Authority Tutorial
IV.Basic Voyager Training
Use the NELINET documentation for the entire Basic Voyager Training (To be revised)
Overview of Voyager
____ Authorizations
Voyager Cataloging Profiles
____ Cataloging, including record structures, various indexes, and the LC Resource File
Orbis2: Cataloging (NELINET)
Orbis Cataloging Quick Reference Guide
____ OPAC. Usefulness for online shelflisting (see below); be aware of how tagging is translated in the public display; how volume holdings, locations, item records display; how temp. location in item record affects holdings display. Brief, Long, MARC views. Staff OPAC version has a longer time-out; note link (Orbis) at the top of Cataloging at Yale page to the Staff OPAC.
Orbis Help Guide
____ Acquisitions.
Orbis Acquisitions Workflows at a Glance
ASG (Acquisitions Support Group) Home Page
____ Circulation. SML supervisors should cover status tracking & holds; other units will describe their own local processes impacting on technical services.
Orbis Circulation Quick Reference Guide
V.Bibliographic Utilities
OCLC Connexion
OCLC Connexion Basics (2005):
OCLC Connexion Keyword Searching Examples (2005):
Searching best practices (2005):
More links at:
____ How to connect
____ Searching strategies (ISBN, ISSN, LCCN, OCLC record #, Title, author, author/title, corporate
body searches, qualifiers to limit searches, etc.)
____ How to Export OCLC records to Voyager
____ Price for searching, e.g., which search is the least expensive
RLIN21
RLIN21 Acquisitions & Copy Cataloging--Logging on & Exporting (2005):
RLIN21 Acquisitions & Copy Cataloging--Searching (2005):
Searching best practices (2005):
RLIN21 Searching Guide (2005: Detailed):
More RLIN21 Links:
____ How to connect
____ Searching strategies (ISBN, ISSN, LCCN, RLIN ID #, Title/author/corporate body searches,
qualifiers to limit searches, files, etc.),
____ How to Pass RLIN records to Voyager
____ Price for searching, e.g., which search is the least expensive
VI.Cataloging: Import/Input
Orbis2: Cataloging (NELINET documentation)
Orbis Cataloging Quick Reference Guide
Importing Records into Orbis2 Quick Reference Chart
____ Importing records from LC Database. How to merge imported records with Orbis preliminary
records
Importing a record from LCDB (overlay) <DRAFT, 2002; needs to be revised
____ Importing files from RLIN and OCLC in Voyager. How to merge imported records with Orbis
preliminary records
Importing a record from RLIN/OCLC using Macro Express (overlay) <DRAFT 2005 rev.>
____ Creating new bibliographic, holdings and item records
Orbis2: Cataloging (NELINET documentation): P. 37
Importing a NEW record from LCDB and RLIN/OCLC <needs to be revised>
____ Preliminary record standards (Mainly for acquisitions and preservation staff)
Monographs:
____ Copy cataloging procedures and policies
Basic Copy Cataloging Workflow Checklist <last rev. 2003
SML Basic Copy Cataloging Workflow Checklist (rev. 3/2005)
Editing cataloging copy. 035 fields. (9/04)
Variable Field Deletion Policy (Excel 9/04)
____ LC CIP completion (for units that have CIP available)
Copy Cataloging CIP Checklist: Pt. 1. 040 through 245 <DRAFT. Last rev. 6/2005
Copy Cataloging CIP Checklist: Pt. 2. 250-263DRAFT. Last rev. 7/2005
Copy Cataloging CIP Checklist: Pt. 3 (300-6XX) <DRAFT. Last rev. 3/2005
____ Heading and series verification
Authority control at Yale for C&Ts:
Monthly Authority Control Tips:
____ Call numbers: how to recognize and transcribe in 852 field, etc. (Local practices.)
Library of Congress Classification Call Numbers (Overview):
MFHD Policies & Procedures. (3/2005)
Voyager MFHD Examples (1/2005)
SML Call Numbers. See under SML:Local. Covers NJ18, SML Oversize, Belletristic Call Numbers. <SML Local Modifications document needs revision
Standard Staff Notes and Abbreviations
____ Shelflisting
Trailing X (1/2005)
Shelflisting Introduction (9/2004)
Shelflisting Quick Reference Table (9/2004)
Shelflisting in Voyager <Word document; needs to be converted>:
____ Locations
Orbis2 Location Table
SML Cataloging Department Location Table (2/2005)
SML Catalog Dept. Special Processing Instructions (5/2005):
Guidelines for Assigning Item Types at the Time of Cataloging
See also SML Special Processing. Item Records (2004):
____ Use of ExportQ:
____ Added Copies.
Policies & Procedures (1/2005)
Added copy or new record (3/2005)
____ Use of MacroExpress
Macro Express at Yale page (2005)
Macro Express training checklist <to be revised>
VII.Materials Processing
____ Marking: when to mark, how to mark, where to mark
Commonly used location abbreviations for marking books (SML processing only) at:
____ Where to put barcode stickers
____ What to throw away after cataloging and what to keep in the book (unit specific)
____ Where to put it and status tracking (unit specific)
____ How to handle book and non-book (i.e. AV, microfilm, etc.) materials without damaging them and
how to finish processing them, etc.
Video for handling books: file://werewolf\murder$\clickher.mpg
For local SML materials processing procedures, see:
VIII.Advanced topics
____ Variant edition cataloging, translations
Variant edition cataloging <DRAFT>
____ Bound-withs
____ Classed together-analyzed, & standing order titles for monographic series & multipart items
Authority Control Workflow for C&T Staff: Series
Bibliographic Records for Monographic Series & Multipart Monographs on Standing Order: Policies and Procedures <2005>:
Multipart Policies and Procedures
____ Serials
Standards for Recording Serial Holdings in MFHD
Standards for Recording Serial Holdings in MFHD. Supplement.
ENUM/CHRON Fields in Voyager Item Records for Serials
Rules for Marking Serials:
Major/Minor Changes (2003)
Major/Minor Examples (2003; rev. 2005)
____ Multipart monographs
Multipart Policies and Procedures <Last rev. 3/2005>
Multipart Monograph MFHD Guidelines <6/2004>
____ Non-book materials
Reproductions (Photocopies and Microform)
Cataloging CD-ROMs & Other Direct Access Electronic Resources. Original Cataloging:
Cataloging CD-ROMs & Other Direct Access Electronic Resources. Copy Cataloging Checklist.
Video Cataloging Checklists
Graphic Materials. TF will work on guidelines in late 2005, with special focus on Walpole.
Newspapers. Documentation needed.
Sound Recordings (local documentation needs to be developed, esp. for non-music recordings)
Cartographic: instructions for creating minimal level records at:
SML/CCL Media Processing Guidelines (2004)
See also: SML Catalog Dept. Special Processing Instructions. Accompanying non-print
Primary media items:
IX.Catalog Management
____ Withdrawals
Catalog Maintenance Procedures for Records Representing Material that is Withdrawn <DRAFT 2005>
Policies for Deletion, Suppression,and Re-Use of Orbis Records <revision underway 2005>
____ Transfers
Catalog Maintenance Procedures for Records Representing Material that is Transferred
Catalog Maintenance Procedures for Records Representing Material that is Transferred & Reclassified
For materials transferred to LSF, see guidelines and policies listed under Library Shelving Facility on the Cataloging at Yale page:
____ Cataloging for LSF
See guidelines and policies listed under Library Shelving Facility on the Cataloging at Yale page:
____ Reclassification
Cataloging Maintenance Procedures for Records Representing Material that is Re-classified
____ Re-linking of records
Covered in the NELINET cataloging training document, p. 36.
X.Relevant Documents for Further Reference
- Workstation Skills
Workstation Best Practices <6/04>
Library Systems Office Web & Workstations Service Page
- MARC Formats
MARC Standards Page
MARC21 Concise Format for Bibliographic Data
MARC21 Concise Format for Authority Data
MARC21 Concise Format for Holdings Data
- Voyager
Orbis2 Training Documents
- Cataloging
Cataloging at Yale Website
Cataloging Tools & Resources
ORBIS2 Policies and Procedures <some documents are draft>
Authority Control at Yale website
Cataloger's Desktop
Cataloger's Desktop FAQ
Classification Web
Quick Start tutorial at:
- Staff Development
Staff Training and Orgainzational Development (STOD) website
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(JS ; reordered/ej/5/2/03; rev./se/10/20/03);rev./cpdc/9/05