ORBIS2 Policies and Procedures: Table of Contents

TOC Shortcuts: Introduction -- Bibliographic records -- MFHD -- Item Level -- Cataloging in Voyager -- Cataloging Tools & Utilities (Macroexpress, OCLC) -- Catalog Maintenance -- Multiparts -- Serials (Incl. series and major/minor changes) -- Integrating Resources -- Reproductions (Microfilm & Photocopies) -- Video -- Electronic Resources -- Scores -- Sound recordings -- Cartographic Resources -- Graphic and 3-dimensional -- Mixed Materials -- Appendices (Memos, glossary)

Introduction

Bibliographic records (general and books)

1. Workflow
2. Standards
3. Preliminary records

   Books Serials Series Standing Order Maps (Prelim/Minimal) Video Yale dissertations on microfilm DRAFT

4. CIP records

   CIP1 (040-245) CIP 2 (250-260) CIP 3 (300-5XX)

5. Member copy DRAFT
6. Editing see Editing Voyager Records
7. Added Copy or New Record
8. Variant edition copy
   

   Variant Editions Checklist Example 1 (Later ed.) Example 2 (Reprint ed.) Example 3 (Translation)

9. Fixed fields:

   Books (Voyager) DRAFT

10. Original cataloging: description & choice of entry DRAFT

    LCRI 1.0 Yale policy LCRI overview: AACR2 pt. 1a. General. Title, Edition, Publication & Physical Description Areas LCRI overview: AACR2 pt. 1b. Series and Note Areas; selected fixed fields. LCRI overview: AACR2 pt.2: Chapter 21 (choice of entry). Selected handouts from NACO-SAR training, 5/03 Bibco processing

11. Core
    

    Yale Core Checklist Yale Core Cheat Sheet PPT Introduction to Yale Core

12. Minimal level
    

    Exhibition catalogs Maps Serial analytics Yale dissertations (archival copy) DRAFT Yale dissertations (microfilm copy) DRAFT

13. Authority control workflow

    Authority control workflow for Catalog librarians Authority control workflow for C&T staff Heading validation in Voyager Original cataloging. Introduction to the LCRIS: Headings <based on the Word documents + notes & exercises from NACO training> Yale Policies for Series Authority Records Authority control at Yale

14. Subject analysis

    Introduction to the Library of Congress Subject Cataloging Manual Hebraica Near East (Word, 21 p.) Form subdivisions policies and procedures (‡v) Local subjects in Orbis bibliographic records Form/genre headings (655) policies and procedures SACO workflow

15. Uniform titles
16. Processing documentation for student workers

MFHD

1. Standards, policies and procedures (General & SML)
2. Call number formatting examples
3. Orbis2 location table
4. LSF location codes
5. Added copies
6. System defined form/size designations (‡k)
7. Public notes entered in 852 ‡z
8. Bound withs
9. LC classification overview
10. Shelflisting Introduction
11. Shelflisting in Voyager
12. Trailing X
13. Volume holdings: Serials
14. Volume holdings: Multiparts
    
15. Local: SML

    SML local modifications DRAFT Oversize Belletristic call numbers Literary authors 2001- NJ18 (artists) AOB

16. Local: British Art
17. Local: Beinecke Cataloging Manual (Draft)
18. Local: Divinity
19. Local: Economic Growth
20. Local: Government Documents
21. Local: Medical
22. Local: Music
23. Local: Science (Astronomy, Mathematics, Kline, etc.?)
24. Local: Walpole(?)

Item level (General and monographs)

1. Item types (Excel table)
2. Microform Item Records (SML)
3. Status tracking
4. Materials processing
   

   Care and handling (video; requires headphones or speakers; access restricted to Yale workstations with media player) Discard/retain Marking

   
   
5. Relinking item records
6. Bound with
   

   Bound-with Procedures 2005 Bound-with Procedures 2005. Appendix. Manual Updating Bound-with Procedures 2005. Appendix. Unlinking Bibliographic Records Bound-with Procedures for Serials and Multiparts

Cataloging in Voyager

1. NELINET Orbis2 Cataloging (training manual; Word format; 47 p.) LAST REV. 2007
2. Voyager settings
   

   Operator ID policy SYSADMIN Cataloging module session defaults and preferences Cataloging profiles CatAut Group recommendations & decisions

3. Using Voyager for cataloging
   

   Staff searching examples Creating & using templates (WORD version) (PowerPoint version) Importing Records from LCDB (New & Overlays) Importing Records from OCLC (New & Overlays) Replace & Keep in Voyager Importing Quick Reference

4. Editing Voyager records

   035 Field: Delete, Retain, or Add 690 LGBTQ resource 856 Fields in Original, Copy, and Batch-loaded Records for Tangible Resources MARC 946 Field w/message: DO NOT EDIT. DO NOT EXPORT Non-Filing Indicators Provisional Policy for 13-Digit ISBNs Variable Field Deletion Policy (Excel table)

5. ExportQ program
   

   Policy on exporting bibliographic records from Orbis Using the ExporQ program

6. Web Voyage (OPAC)
   

   Guide to using Orbis Searching Web Voyage (cheat sheet) Sample searches Search commands (incl. comparison w/NOTIS) Keyword searching (incl. comparison w/NOTIS) Keyword indexes

Cataloging Tools & Utilities

1. Macro Express at Yale
   

   Macro Express Expert User checklist Macro Express Function Keys Annotated (Excel) Macro Express Keyboard Map (Excel) Using Macro Express to enter diacritics & special characters Basic Macro Express function keys Voyager Cataloging Function Key Template

2. Searching the Bibliographic Utilities: Best Practices
3. Searching the Bibliographic Utilities: Cheat Sheet (Word)
4. OCLC Connexion Basics
5. Using ClassWeb
6. Cataloger's Desktop FAQ
7. Cataloging Calculator (Kyle Banerjee)

Catalog Maintenance

1. Policies for deletion, suppression and re-use of Orbis records

SPECIAL FORMATS

Multiparts

1. Workflow
2. Standards for recording multipart volume holdings

Serials & Series

1. Workflow
2. Copy cataloging: CONSER Standard Record Copy Cataloging Checklist
3. Original: CONSER Standard Record: What's New
4. Updating: CONSER Standard Record: Maintenance Guidelines for Acquisitions and Serials Support
5. Resources:
   

   CONSER Standard Record Page (LC) CONSER Home Page

6. Standards for recording serial volume holdings
7. Standards for recording serial volume holdings. Supplement
8. Item
   

   ENUM/CHRON Fields Science Libraries Item Record Policy for Serials

9. Serial marking
10. Indexes and supplements
11. Yale Policies for Series Authority Records
12. Bibliographic Records for Monographic Series & Multipart Monographs on Standing Order
13. Major/minor changes
14. Major/minor examples
15. Serial analytics
16. Issue analytics see OCLC Bibliographic Formats & Standards 3. Special Cataloging Guidelines [3.4 "In Analytics" and 3.5 Offprints and Detached Copies]
17. Newspapers
18. Auction/sales catalogs

Integrating resources

1. Updating loose-leafs
2. Integrating resources: a cataloging manual (PDF file/PCC)

Reproductions (Photocopies and Microform)

1. Standard procedures for the processing and cataloging of Preservation replacements: part 1: workflow
2. Standard procedures for the processing and cataloging of Preservation replacements: part 2: cataloging
3. Microform guides memo
4. Item Records (SML)
5. Multiple versions

Video

1. Workflow: Preliminary records for video
2. Searching, selecting, and verifying video cataloging copy for preliminary and cataloged records
3. Original
   

   Fixed fields Video (new cataloging of videocassettes & DVDs) pt. 1 Video (new catalging of videocassettes & DVDS) pt. 2 Guide to cataloging DVDs using AACR2r chapters 7 & 9 (OLAC)

4. Authority control resources:
   

   Internet movie database

5. Updating
6. Classification: Fiction/non-Fiction
7. Item level: SML. Refer to SML/CCL Procedures for Media. Cataloging Procedures for Audio-Visual, CD-ROM, and Related Media
8. Resources
   

   DVD demystified Video glossary for cataloging

Direct Access Electronic Resources

1. Cataloging CD-ROMs and Other Direct Access Electronic Resources: Original Cataloging
2. Cataloging CD-ROMs and Other Direct Access Electronic Resources: Copy Cataloging Checklist
3. Guidelines for coding electronic resources in Leader/06. (LC Network Development and MARC Standards Office)

Remote Access Electronic Resources

1. General Website Cataloging Policies & Procedures
2. Cataloging Online Books: Electronic Editions
3. Cataloging Online Books: Reproductions
4. Cataloging Online Integrating Resources
5. e-Resource Record Loads at Yale
6. Fixed Field Coding in Records for Online Resources
7. Linking Text Subfields in 856
8. Metadata Services: MARC-related Documentation
9. Standard Terms for 856 Link Text

Scores

1. Guidelines for determining proper format for scores and score-like material (Yale Music Library)
2. Descriptive cataloging (Yale Music Library)
3. Music score cataloging basics (55 p. in Word; Ralph Papakhian, handout from 2002 OLAC/MOUG conference)
4. Principles of music uniform titles (Matthew Wise, Indiana)
5. Subject cataloging (Yale Music Library)
6. Music-specific MARC tagging (Yale Music Library)
7. Manuscript music (Beinecke Library)

Sound recordings

1. Audiobooks (Form Subject Tracing)
2. Core Cataloging of Non-Music Sound Recordings
3. Sound recording cataloging (PDF file. Mickey Koth; updated 1998 by Margaret Kaus)
4. Non-Music Sound Recordings: Member/LC Copy Checklist
5. Chief source of information for scores & sound recordings. (Yale Music Library)
6. Choice of main and added entries for sound recordings (Yale Music Library)
7. Note area for sound recordings (Yale Music Library)
8. Preparing for the brave new world of sound recording cataloging (Mary Huismann, OLAC Biennial Conference, 2006 [PPT])
9. Recording durations in contents notes (Notes from a MOUG session by Deta Davis, LC)
10. 008 field for sound recordings (Yale Music Library)
11. 007 field for sound recordings (Yale Music Library)
12. 028 field for sound recordings (Yale Music Library)
13. Relator codes used by LC (Yale Music Library)

Cartographic resources

1. Cataloging Cartographic Materials at Yale University Library
2. AACR2 Revisions 2002: Chapter 3: Cartographic Materials (OLAC; PowerPoint)
3. Special instructions and tables of subdivisions for cartographic materials (LC)
4. Geographic cutter number table G1548-G9804 (LC)
5. Map cataloging basics (MAGERT; PDF file)
6. Map cataloging resources (Oregon State University)
7. Map cataloger's toolbox (Buffalo)
8. Map librarian's toolbox (Western Assoc. of Map Libraries)

Graphic and three-dimensional

1. Manuscript visual materials (Beinecke)
2. Yale Digital Collections
3. Collections Collaborative: Print Metadata Seminar (LWL) [PPT]

Mixed Materials

1. Manuscript Cataloging: Guidelines for Collection-Level Records
2. Mixed Materials Cataloging (Beinecke Library)

APPENDICES

1. Memos
2. Basic workstation skills
3. Interpreting Acquisitions records (FAQ)
4. Backlog management
5. Links to Excel tables of fixed fields
6. Use of Yale Law Library Bibliographic Records
7. Standard Staff Notes & Abbreviations
8. Glossary
   
   
   

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