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 Cataloging at Yale: Policies & Procedures


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Cataloging Units

 

Library Units

List does not include special libraries & collections


Copyright Info


2001-2013
Yale University Library

Last updated on
November 15, 2013
Contact: Contact: 
CDWPG
Catalog Dept
Web Planning Group



 

Workflow

  1. AACR2 2002 C&T Workflow
  2. Added Copies: Policies & Procedures
  3. Added Copy or New Record: Books
  4. Barcode Placement Guidelines Microsoft Word Document
  5. Cancellations <broken>
  6. Editing of Vendor Fields & Vendor Supplied Bibliographic Records
  7. ExportQ
  8. Numismatics
  9. Payment Records
  10. Policies for Re-Use, Suppression, and Deletion of Orbis Records
  11. Post-Reclamation Processing new gif
  12. Preliminary Bib. Records: Monographs
  13. Preliminary Bib. Records: Serial Analytics
  14. Preliminary Bib. Records: Serials
  15. Preliminary Bib. Records: Monographic Series & Multipart Monographs on Standing Order
  16. Preliminary Bib. Record: Video
  17. Serial Analytics (Minimal Level Records for Monographic Series)
  18. Vendor On-Order Records to be Overlaid
  19. Withdrawal Policies and Procedures for Library Materials (Item in Hand)
  20. Withdrawal Policies and Procedures for Missing and Unreturned Library Materials (Item Not in Hand)
  21. Withdrawal Policies & Procedures: What You Need to Know (LMC Presentation) Microsoft Word Document
  22. Item Record Withdrawal: Policies & Procedures Microsoft Word Document

Voyager

  1. Orbis Cataloging Using Voyager Microsoft Word Document
  2. ExportQ
  3. Handles and 856 Linking
  4. Importing Records from LCDB
  5. Importing Records Exported from OCLC update
  6. Connexion 2.0 Policies & Procedures for Exports
  7. Replace and Keep

Editing

  1. 035 Field: Delete, Retain, or Addgif update
  2. 690 LGBTQ resource Microsoft Word Document
  3. 856 Fields in Original, Copy, and Batch-loaded Records for Tangible Resources
  4. Audiobooks (Form Subject Tracing)
  5. CIP Checklist. Pt. 1. 040-246 update gif
  6. CIP Checklist. Pt. 2. 250-263 update gif
  7. CIP Checklist. Pt. 3. 300-7xx update gif
  8. Connexion: Setting Export Options
  9. Editing MARC Record Files (Using MARCEdit) Microsoft Word Document
  10. Form/Genre Policy
  11. Non-filing indicators
  12. Parallel records in WorldCat FAQ
  13. Provisional Policy for 13-Digit ISBNS
  14. Series Tracing Policy for Cataloging Copy
  15. Variable Field Deletion Policy (Excel)excel gif
  16. Variant Editions Checklist
  17. Variant Editions Example 1
  18. Variant Editions Example 2
  19. Variant Editions Example 3

 

 

 

      

 

MFHDs & Call Numbers

  1. Authorized $k Stamps (Excel)
  2. Belletristic Materials at SML
  3. Belletristic Call Numbers (SML) 2008 version
  4. Library of Congress Classification Call Numbers (Overview)
  5. MFHD Policies & Procedures
  6. MFHD Examplesupdate gif
  7. Orbis2 Location Codes excel gif
  8. Shelflisting Introduction
  9. Shelflisting Quick Reference Table
  10. Use of Trailing X in Call Numbers
  11. Y Class Schedule
  12. Y Class Schedule Supplement: Rev. & augmented numbers for Yale Depts. Microsoft Word Document

Item Records

  1. ENUM/CHRON Fields
  2. Marking

YUL BSR Policies

  1. YUL & the BSR Checklist update gif
  2. YUL & the BSR PowerPoint Slides
  3. YUL & the BSR Exercises with Answers

Authority Control

  1. Authority Control at Yale
  2. Heading Change Request Form
  3. Subfield $v Implementation at Yale
  4. Workflow for Catalog Librarians
  5. Workflow for C&T Staff

Bound-withs

  1. Bound with Procedures 2005 updategif
  2. Bound with Procedures 2005. Appendix. Manual updating
  3. Bound with Procedures 2005. Appendix. Unlinking Bibliographic Records
  4. Bound with Procedures for Serials and Multiparts (2007)

 

See also... Orbis2 Training Documents