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

Home → Cataloging in NC Cardinal

Cataloging in NC Cardinal

This living document outlines and provides best practices for cataloging within NC Cardinal’s Evergreen ILS. All policies and procedures are recommended and should be implemented throughout the consortium. As cataloging issues and new topics arise, this document will be amended. If you have any questions, please contact NC Cardinal staff or one of the current NC Cardinal Cataloging Committee members.

This document incorporates elements of Evergreen Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. Training and Learning Resources
    • 1.1. NC Cardinal resources
    • 1.2. External Resources
    • 1.3. Useful Resources
  • 2. Cataloging Overview
    • 2.1. Important Updates and Changes Log
    • 2.2. Cataloging Permission Requirements
    • 2.3. Cataloging Workflow
    • 2.4. Record Structure in Evergreen
    • 2.5. Evaluating Bibliographic Records
    • 2.6. Cataloging Etiquette
    • 2.7. RDA vs AACR2
  • 3. Item Cataloging
    • 3.1. Item Cataloging Assessment
    • 3.2. Item Cataloging Training Slides & Videos
    • 3.3. Search the Catalog
    • 3.4. Bibliographic Search Enhancements
    • 3.5. Sorting by Date
    • 3.6. Selecting a Matching Record
    • 3.7. Multi-volume or Multi-part Sets
    • 3.8. Graphic Novels and Manga
    • 3.9. Juvenile and Young Adult Materials
    • 3.10. Videos
    • 3.11. Kits
    • 3.12. Magazines
    • 3.13. Wonderbooks and VOX Audio-Enabled Books
    • 3.14. Advanced Reader Copies, Donated Items, Copy Notes, and Digital Bookplates
    • 3.15. The Holdings Editor
    • 3.16. Accessing the Holdings Editor
    • 3.17. Adding Call Numbers and Items in the Holdings Editor
    • 3.18. Monograph Parts
    • 3.19. Print Spine Labels
    • 3.20. New Items and Holds
    • 3.21. Moving Call Number or Item Records to Different Records
    • 3.22. Moving Pre-cataloged Items to the Correct Bib Record
    • 3.23. Editing and Deleting Item and Call Number Records
    • 3.24. Cover Images
  • 4. Bibliographic Cataloging
    • 4.1. Bibliographic Cataloging Assessment
    • 4.2. Bibliographic Cataloging Training Slides & Videos
    • 4.3. Add a Title Record via Z39.50 Import
    • 4.4. Pre-Processing/On-Order Materials
    • 4.5. Batch Import Bibliographic Records and Holdings
    • 4.6. MARC Batch Edit
    • 4.7. Uploading Cover Images
    • 4.8. Inspecting the Import Queue
    • 4.9. Deleting an Upload Queue
    • 4.10. Record Conflicts
    • 4.11. Different Format/Material Types
    • 4.12. Fixed Fields
    • 4.13. 1XX and 7XX Fields
    • 4.14. Series Statement
    • 4.15. Subject and Genre/Form Headings
    • 4.16. Creating Original Records
    • 4.17. Deleting Bibliographic Records
  • 5. Managing Electronic Resource Records
    • 5.1. Introduction and Overview
    • 5.2. Retrieving E-Resource Advantage MARC Files from Overdrive
    • 5.3. Uploading Electronic Resource Records with Secure File Transfer
  • 6. Merging Bib Records
    • 6.1. Duplicate Records and Merging
    • 6.2. Use of Single Bib Record for Books
    • 6.3. Use of Single Bib Record for Audiobooks
    • 6.4. Use of Single Bib Record for Videos
  • 7. Item Buckets
    • 7.1. Managing Item Buckets
    • 7.2. Personalizing the Bucket View
    • 7.3. Adding and Removing Items in an Item Bucket
    • 7.4. Placing Holds on Items in a Bucket
    • 7.5. Editing Items in an Item Bucket
    • 7.6. Deleting Items in a Bucket from the Catalog
  • 8. MARC Record Templates
    • 8.1. Audio-enabled Book
    • 8.2. Audio-enabled Device
    • 8.3. Audio Fiction
    • 8.4. Audio Nonfiction
    • 8.5. 4K Ultra HD Blu-ray only
    • 8.6. Blu-ray only
    • 8.7. Blu-ray/DVD combo
    • 8.8. DVD only
    • 8.9. Hotspot
    • 8.10. Kit
    • 8.11. Large Print Fiction
    • 8.12. Large Print Nonfiction
    • 8.13. Video-enabled Device
    • 8.14. Microform
    • 8.15. MP3
    • 8.16. Music CD
    • 8.17. Print Fiction
    • 8.18. Print Nonfiction
    • 8.19. Serial
  • 9. Appendices
    • 9.1. Appendix A: MARC field guidance
    • 9.2. Appendix B: Using GMDs
    • 9.3. Appendix C: 007 Tag
    • 9.4. Appendix D: Fixed Fields (Leader & 008 Tags)
    • 9.5. Appendix E: 020 Tag (ISBNs)
    • 9.6. Appendix F: 020$z Versus 020$a
    • 9.7. Appendix G: 082 Tag (Dewey Decimal Classification Number)
    • 9.8. Appendix H: Indicators
    • 9.9. Appendix I: Commonly Used Relationship Designators
    • 9.10. Appendix J: Diacritics
    • 9.11. Appendix K: Record Match Sets
    • 9.12. Appendix L: Merge/Overlay Profiles
    • 9.13. Appendix M: Search and Icon Formats
    • 9.14. Appendix N: Holdings Import Profile
    • 9.15. Appendix O: Item Statuses in Evergreen
    • 9.16. Appendix P: Shelving Locations
    • 9.17. Appendix Q: Circulation Modifiers
    • 9.18. Appendix R: Annual Deduplication Process
    • 9.19. Appendix S: "Needs Humans" Manual Deduplication Process
    • 9.20. Appendix T: Cataloging Reports
    • 9.21. Glossary
    • 9.22. MARC Tags: Keep It or Delete It?
  • 10. Cataloging Contacts
    • 10.1. Cataloging Contacts
  • 11. Deduplication and Clean Up Projects
    • 11.1. Orphaned Bib ISBN Match deduplication

Cataloging in NC Cardinal: 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.