NC Cardinal Support and Staff Education
  • Home
  • Submit a Request
  • Check on a Request
  • Knowledge Books
    • About NC Cardinal
    • Acquisitions in Evergreen
    • Administration Manual for Libraries
    • Cataloging in NC Cardinal
    • Circulation in Evergreen
    • Evergreen Upgrades
    • Item Cataloging and Holdings Management
    • Libraries Migrating into NC Cardinal
    • Offline Transactions
    • Patron Account Management
    • Reports in Evergreen
    • Resource Sharing
    • Serials in Evergreen
    • Student Access Initiative
    • Summon Documentation
    • Troubleshooting in Evergreen
HelpSpot help desk software

Home → Item Cataloging and Holdings Management

Item Cataloging and Holdings Management

This document outlines the general workflow for Item Catalogers to add new copies ot titles that already exist in the NC Cardinal shared catalog, as well as other functions related to the Item Cataloger profile group. Instructions for functions such as adding new call numbers and copies, editing item attributes, creating and working with Item Buckets, and applying Item Notes, Tags,and Alerts are included, along with an overview of relevant policies.
  • 1. Item Cataloging Basics
    • 1.1. The Item Cataloging Workflow
    • 1.2. Item Cataloging Assessments
    • 1.3. Item Cataloging Training
  • 2. Item Interfaces
    • 2.1. Item Status Screen
    • 2.2. Item Detail View
    • 2.3. Holdings Editor
    • 2.4. Holdings View
  • 3. The Holdings Editor
    • 3.1. Accessing the Holdings Editor
    • 3.2. Adding New Items to Existing Records
    • 3.3. Adding Call Numbers and Items in the Holdings Editor
    • 3.4. Setting Holdings Editor Preferences
    • 3.5. What Are Item Attributes?
    • 3.6. Item Attribute Definitions
    • 3.7. Circulation Modifiers
    • 3.8. Item Attribute Templates
  • 4. Selecting Matching Bib Record
    • 4.1. Matching Record Basics
    • 4.2. Matching Specialized Materials: Graphic Novels & Manga
    • 4.3. Matching Specialized Materials: Multi-Volume & Multi-Part Sets
    • 4.4. Matching Specialized Materials: Juvenile & Young Adult
    • 4.5. Matching Specialized Materials: Videos
    • 4.6. Matching Specialized Materials: Kits
  • 5. Item Actions
    • 5.1. Item Inventory
    • 5.2. Deleting Items
    • 5.3. Marking Items Lost
    • 5.4. Marking Items Damaged
    • 5.5. Marking Items Discard/Weed
    • 5.6. Marking Items Missing
    • 5.7. Replace Item Barcode
  • 6. Processing New Items
    • 6.1. New Items and Holds
    • 6.2. Print Spine Labels
    • 6.3. Cover Images
  • 7. Customized Item Messages
    • 7.1. Item Alerts
    • 7.2. Item Tags
    • 7.3. Item Notes
    • 7.4. Statistical Categories
    • 7.5. Advanced Reader Copies and Donated Items
  • 8. Transferring Holdings
    • 8.1. Transferring Items
    • 8.2. Transferring Holdings to New Records
    • 8.3. Transferring Pre-Cataloged Items
    • 8.4. Dummy Call Numbers
  • 9. Item Buckets
    • 9.1. Managing Item Buckets
    • 9.2. Customizing Item Buckets
    • 9.3. Adding Items to an Item Bucket
    • 9.4. Removing Items from an Item Bucket
    • 9.5. Placing Holds on Items in an Item Bucket
    • 9.6. Editing Items in an Item Bucket
    • 9.7. Deleting Items in an Item Bucket

Item Cataloging and Holdings Management: Printer Friendly Version



NC Cardinal is supported by the Institute of Museum and Library Services under the provisions of the federal Library Services and Technology Act (LSTA), as administered by the State Library of North Carolina, a division of the Department of Natural and Cultural Resources.