Cataloging in Orbis: Table of Contents

LINKS: Bibliographic records -- CIP, Added Copy, Variant Edition -- Description and Access -- Minimal Level -- Authority Control -- LCSH/Form-Genre -- MFHD -- Item Level -- Cataloging in Voyager -- ExportQ -- Cataloging Tools & Utilities (Macroexpress, OCLC) -- Special Formats -- 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 -- Cataloging Standards -- Workflow -- Workflow: Catalog Maintenance -- Appendices (Memos, glossary)

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Bibliographic records (General and Books)

1. General and Location-Specific Processing for Cataloging, Acquisitions, Preliminary Records & Catalog Maintenance under Workflow
2. BSR, MFHD, MLC, CONSER, Provider-Neutral, Core under Cataloging Standards. See also under Special Formats
3. CIP records

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

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

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

   
   
8. Fixed fields:

   Books (Voyager) DRAFT

   
   
9. Description & Access 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 Description & Access Training Materials (PPT ; with exercises in WORD ) [SharePoint access--IE browser only; do not use Firefox] Bibco processing

   
   
10. Minimal level (see also under Standards )
    
• Summer 2010 project: Summary Note Guidelines (Student)
• Summer 2010 project: Summary Note Key Terms for Form (Student)
• Summer 2010 project: Summary Note Key Terms for Countries & Regions (Student)
• Summer 2010 project: C&T Description & Access Checklist
• Summer 2010 project: C&T LCC Broad Classification Table
• Summer 2010 project: Diacritic Keypad Map
• Summer 2010 project: Surname Entry Elements
• Summer 2010 project: Spanish/Portuguese Surnames
  
  
11. Authority control workflow
    
    

General Authority control at Yale Heading Change Request Form Yale Policies for Series Authority Records Heading validation in Voyager Copy Cataloging Authority control workflow for C&T staff Series Tracing Policy for Cataloging Copy Original cataloging. Authority control workflow for Catalog librarians



12. LCSH, Form/Genre, Local Subjects
    
    
    

    Introduction to the Library of Congress Subject Headings Manual Art & architecture (YUL) Biblical materials (Princeton) Hebraica LCSH for Dictionaries and Terminology (YUL) LCSH for Folklore: H 1627(YUL) LCSH for Literature. Pt. 1 (YUL) LCSH for Literature. Pt. 2 (YUL) Near East (21 p.) (YUL) Russia/Soviet Union/Former Soviet Republics (Princeton Slavic Team) Subject Headings for Theological Resources (ATLA) Form subdivisions policies and procedures (‡v) (YUL) Form/Genre Policy (655) (YUL) LCSH Genre/Form FAQ (LC) LCSH Headings for Videorecordings (LC) Local subjects in Orbis bibliographic records (YUL) 690 LGBTQ resource (YUL) SACO workflow (YUL)

    
    
13. Uniform titles

MFHD

1. Standards, policies and procedures (General & SML)
• Added copies
• Authorized $k Stamps (YUL)
• Bound withs
• Gifts (541 MFHD for Donor Information)
• Public notes entered in 852 ‡z
• Trailing X
• Volume holdings: Serials
• Volume holdings: Multiparts
2. Call number formatting examples
3. Orbis2 location table See also: 15. Local SML
4. LSF location codes
5. LC classification overview
6. Shelflisting Introduction
7. Shelflisting Quick Reference Table
8. Shelflisting in Voyager
9. Local: SML

   CMS Location Table SML local modifications DRAFT Oversize Belletristic Materials at SML (Policy) Belletristic call numbers (How to) P-PZ40 Table P-PZ40 Examples Questions about literature call numbers (Training) Literary authors 2001- NJ18 (artists) AOB Y Class Schedule Re-thinking shelflisting (Training)

10. Local: British Art
11. Local: Beinecke Cataloging Manual (Draft)
12. Local: Divinity
13. Local: Economic Growth
14. Local: Government Documents
15. Local: Medical
16. Local: Music
17. Local: Science (Astronomy, Mathematics, Kline, etc.?)
18. Local: Walpole(?)

Item level (General and Monographs)

1. Item records (YUL/Voyager)
   • Item types
   • ENUM/CHRON Fields
   • Volume/part designations in ENUM/CHRON (Serials)
2. SML Voyager item records (local processing)
   • Item records (CMS processing)
   • SML/Bass item types & statistical categories for media
   • Microform Item Records
   • Status tracking
3. Science Libraries Item Record Policy for Serials
4. Materials processing (see also: Workflow)
   

   Care and handling (video; requires headphones or speakers; access restricted to Yale workstations with media player) Barcode placement guidelines Marking of materials (In: SML special processing) CMS (SML) special processing instructions CMS Copy Cataloging materials processing Cataloging procedures for Audiovisual, CD-ROM, & Related Media (SML/Bass)

   
   
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 Policy for 13-Digit ISBNs Variable Field Deletion Policy Connexion 2.0 Policies & Procedures for Exports (Export of Institution Records from OCLC)

5. ExportQ program

   Policy on exporting bibliographic records from Orbis Using the ExportQ 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 Macro Express Keyboard Map Using Macro Express to enter diacritics & special characters Basic Macro Express function keys Voyager Cataloging Function Key Template

2. OCLC
   • Searching the Bibliographic Utilities: Best Practices <needs update>
   • Searching the Bibliographic Utilities: Cheat Sheet
   • OCLC Connexion Basics
   • Connexion: Setting Export Options (YUL)
   • Parallel records in WorldCat FAQ (YUL)
   • OCLC Bibliographic Formats & Standards
3. Cataloger's Desktop
• Cataloger's Desktop Training & FAQ
4. Classification Web
• Using ClassWeb (Online Tutorial)
5. Cataloging Calculator (Kyle Banerjee)
   Type in a word to create a Cutter; to find a geographic Cutter from SHM G300; to find MARC 21 area, country, & language codes. Select a format (book, serial, video, etc.) & click on an OCLC fixed field mnemonic to link to the scope/definition in Bibliographic Formats & Standards. CAUTION: MARC 21 codes for Australian states have not been updated.
6. Library of Congress
   • Library of Congress Online Catalog
   • Library of Congress Authorities
7. More Cataloging Tools

 

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. Mudd Serial Reclass Workflow DRAFT
16. Serial analytics
17. Issue analytics see OCLC Bibliographic Formats & Standards 3. Special Cataloging Guidelines [3.4 "In Analytics" and 3.5 Offprints and Detached Copies]
18. Newspapers
19. 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 (rev. by CPDC)
2. Standard procedures for the processing and cataloging of Preservation replacements: part 2: cataloging (rev. by CPDC)
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 (YUL)
3. Bibco MAP for Moving Image Materials
4. Original (YUL)
   

   Fixed fields ) Video (new cataloging of videocassettes & DVDs) pt. 1 Video (new catalging of videocassettes & DVDS) pt. 2

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

   Guide to cataloging DVDs & Blu-Ray Using AACR2r and MARC 21 (OLAC) DVD demystified Internet movie database 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)
4. Other resources may be found on the Cataloging at Yale/Tools & Resources: Nonbook Cataloging page under Electronic Resources (e.g. guides to cataloging slotmusic, playaways)

Remote Access Electronic Resources

1. General Website Cataloging Policies & Procedures
2. Cataloging Online Books: Born Digital
3. Cataloging Online Books: Copy Cataloging & Variant Format Cataloging
4. Cataloging e-Serials Checklist
5. Cataloging Online Integrating Resources
6. e-Resource Record Loads at Yale
7. Fixed Field Coding in Records for Online Resources
8. Linking Text Subfields in 856
9. Metadata Services: MARC-related Documentation
10. Standard Terms for 856 Link Text
11. Other resources may be found on the Cataloging at Yale/Tools & Resources: Nonbook Cataloging page under Electronic Resources (e.g. guides to cataloging streaming media, provider neutral e-monograph MARC record guide, source of title notes)

Scores

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

Sound recordings

1. Audiobooks (Form Subject Tracing)
2. Bibco MAP for Sound Recordings
3. Core Cataloging of Non-Music Sound Recordings (YUL)
4. Yale Music Library Sound Recording web page
5. Sound recording cataloging (PDF file. Mickey Koth; updated 1998 by Margaret Kaus) <use with caution>
6. Sound Recordings Cataloging Workshop (2008, Jay Weitz)
7. Non-Music Sound Recordings: Member/LC Copy Checklist
8. Chief source of information for scores & sound recordings. (Yale Music Library)
9. Choice of main and added entries for sound recordings (Yale Music Library)
10. Note area for sound recordings (Yale Music Library)
11. Preparing for the brave new world of sound recording cataloging (Mary Huismann, OLAC Biennial Conference, 2006)
12. Recording durations in contents notes (Notes from a MOUG session by Deta Davis, LC)
13. 008 field for sound recordings (Yale Music Library)
14. 007 field for sound recordings (Yale Music Library)
15. 028 field for sound recordings (Yale Music Library)
16. Relator codes used by LC (Yale Music Library)

Cartographic resources

1. Cataloging Cartographic Materials at Yale University Library
2. Bibco MAP for Cartographic Materials
3. Cartographic Materials Cataloging at Yale: General Resources (Note: the more basic resources are provided in this section, 4ff.; use the link to Cartographic Materials Cataloging for additional resources)
4. Yale Map Collection Home Page
5. AACR2 Revisions 2002: Chapter 3: Cartographic Materials (OLAC; )
6. Special instructions and tables of subdivisions for cartographic materials (LC)
7. Geographic cutter number table G1548-G9804 (LC)
8. Map cataloging basics (MAGERT; PDF file)
9. Map cataloging resources (Oregon State University)
10. Map cataloger's toolbox (Buffalo)
11. Map librarian's toolbox (Western Assoc. of Map Libraries)

Graphic and three-dimensional

1. Bibco MAP for Graphic Materials
2. Bibco Supplemental Requirements (for digitized graphic materials)
3. Manuscript visual materials (Beinecke)
4. Yale Digital Collections
5. Collections Collaborative: Print Metadata Seminar (LWL)

Mixed Materials

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

Cataloging Standards

Bibliographic Standard Record

1. YUL and the BSR [Oct. 2010 update]
2. YUL and the BSR (PowerPoint slides)
3. YUL and the BSR (Exercises with answers)
4. Bibco Metadata Application Profiles (MAPs for Textual Material, Rare Books, Cartographic Material, Notated Music, Sound Recordings, Moving Image Materials, Graphic Materials, and Electronic Resources
5. Draft Bibco Standard Record Supplemental Requirements for Electronic Monographic Resources Other than Leader/06=Computer File Materials (for computer files, see 4.)

MFHD

1. MFHD Policies & Procedures
2. Authorized $k Stamps
3. Standards for Recording Serial Volume Holdings
4. Standards for Recording Serial Volume Holdings (Supplement)
5. Multipart MFHD Guidelines

Minimal Level Cataloging

1. Abbreviated Standard Record (SharePoint site)
2. Maps
3. Serial analytics
4. Yale dissertations (archival copy) DRAFT
5. Yale dissertations (microfilm copy) DRAFT

CONSER Standard Record

1. CONSER Standard: What's New
2. CONSER Standard SCCTP Training Slides
3. CONSER Standard Record Cheat Sheet

Electronic Resources

1. Best Practices for Cataloging Streaming Media (OLAC)
2. Provider Neutral e-Monograph MARC Record Guide (PCC)

Core Level Cataloging

Note: core level is still applied to non-print pending issuance of the pcc standard for each format. Apply the BSR standard above to printed materials.

1. Yale Core Checklist
2. Introduction to Yale Core
3. Core Cheat Sheet

Workflow

Acquisitions (General)

1. Cancellations
2. Editing of Vendor Fields in In-Process & Vendor Supplied Bibliographic Records (DRAFT)
3. Vendor On-Order Records to be Overlaid
4. Payment Records for Online Serial Resources
5. Preliminary records

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

6. Serial Analytics (Minimal Level Records for Monographic Series)

General Maintenance Policies & Procedures

Policies for deletion, suppression and re-use of Orbis records Withdrawal Policies and Procedures for Library Materials (Item in Hand) Withdrawal Policies and Procedures for Missing and Unreturned Library Materials (Item Not in Hand) Withdrawal Policies & Procedures: What You Need to Know (LMC Presentation) Item Record Withdrawal: Policies & Procedures Editing MARC Record Files (Using MARCEdit)

General Workflow Procedures

General Copy Cataloging Series Series Tracing Policy for Cataloging Copy AACR2 2002 amendments & C&T workflow Searching Best Practices DRAFT Added Copies: Policies & Procedures Added Copy or New Record: Books Barcode placement guidelines

SML Workflow

CMS (SML) special processing instructions Copy Cataloging Hebraica (work in progress) Near East (work in progress) Student Yale dissertations Location table Media: Overview Media: Cataloging Mudd Serial Reclass Workflow DRAFT Special processing Belletristic Materials at SML Numismatics Processing documentation for student workers

Beinecke

British Art

Divinity

Economic Growth

Government Documents

Medical

Music

Science

Kline Science

Walpole

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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