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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. Cataloging Overview
    • 1.1. Cataloging Permission Requirements
    • 1.2. Important Changes, Reminders, and Updates
    • 1.3. Cataloging Workflow
    • 1.4. Record Structure in Evergreen
    • 1.5. Evaluating Bibliographic Records
    • 1.6. Cataloging Etiquette
    • 1.7. RDA vs AACR2
  • 2. Item Cataloging
    • 2.1. Item Cataloging Assessment
    • 2.2. Item Cataloging Training Slides & Videos
    • 2.3. Search the Catalog
    • 2.4. Bibliographic Search Enhancements
    • 2.5. Sorting by Date
    • 2.6. Selecting a Matching Record
    • 2.7. Multi-volume or Multi-part Sets
    • 2.8. Graphic Novels and Manga
    • 2.9. Videos
    • 2.10. Kits
    • 2.11. Magazines
    • 2.12. Advanced Reader Copies, Donated Items, Copy Notes, and Digital Bookplates
    • 2.13. The Holdings Editor
    • 2.14. Accessing the Holdings Editor
    • 2.15. Adding Call Numbers and Items in the Holdings Editor
    • 2.16. Monograph Parts
    • 2.17. Print Spine Labels
    • 2.18. New Items and Holds
    • 2.19. Moving Call Number or Item Records to Different Records
    • 2.20. Moving Pre-cataloged Items to the Correct Bib Record
    • 2.21. Editing and Deleting Item and Call Number Records
    • 2.22. Cover Images
  • 3. Bibliographic Cataloging
    • 3.1. Bibliographic Cataloging Assessment
    • 3.2. Bibliographic Cataloging Training Slides & Videos
    • 3.3. Add a Title Record via Z39.50 Import
    • 3.4. Pre-Processing/On-Order Materials
    • 3.5. Batch Import Bibliographic Records and Holdings
    • 3.6. Uploading Cover Images
    • 3.7. Retrieving E-Resource Advantage MARC Files from Overdrive
    • 3.8. Uploading Electronic Resources with Secure File Transfer
    • 3.9. Inspecting the Import Queue
    • 3.10. Deleting an Upload Queue
    • 3.11. Record Conflicts
    • 3.12. Duplicate Records and Merging
    • 3.13. Different Format/Material Types
    • 3.14. Fixed Fields
    • 3.15. 1XX and 7XX Fields
    • 3.16. Subject and Genre/Form Headings
    • 3.17. Creating Original Records
    • 3.18. Deleting Bibliographic Records
    • 3.19. Quarterly Catalog Update with Authorities
  • 4. Merging Bib Records
    • 4.1. Use of Single Bib Record for Books
    • 4.2. Use of Single Bib Record for Audiobooks
    • 4.3. Use of Single Bib Record for Videos
  • 5. Item Buckets
    • 5.1. Managing Item Buckets
    • 5.2. Adding and Removing Items in an Item Bucket
    • 5.3. Placing Holds on Items in a Bucket
    • 5.4. Editing Items in an Item Bucket
    • 5.5. Deleting Items in a Bucket from the Catalog
  • 6. MARC Record Templates
    • 6.1. Audio-enabled Book
    • 6.2. Audio-enabled Device
    • 6.3. Audio Fiction
    • 6.4. Audio Nonfiction
    • 6.5. Blu-ray only
    • 6.6. Blu-ray/DVD combo
    • 6.7. DVD only
    • 6.8. Hotspot
    • 6.9. Kit
    • 6.10. Large Print Fiction
    • 6.11. Large Print Nonfiction
    • 6.12. Video-enabled Device
    • 6.13. Microform
    • 6.14. MP3
    • 6.15. Music CD
    • 6.16. Print Fiction
    • 6.17. Print Nonfiction
    • 6.18. Serial
  • 7. Serials
    • 7.1. Copy Template for Serials
    • 7.2. MFHD Records
    • 7.3. Serials Administration
    • 7.4. Serials Module
    • 7.5. Receiving
    • 7.6. Routing Lists
    • 7.7. Special Issues
    • 7.8. Binding Issues
    • 7.9. Holdings
    • 7.10. Group Serials Issues in the Template Toolkit OPAC
  • 8. Appendices
    • 8.1. Appendix A: Cataloging Forum
    • 8.2. Appendix B: Using GMDs
    • 8.3. Appendix C: 007 Tag
    • 8.4. Appendix D: Fixed Fields (Leader & 008 Tags)
    • 8.5. Appendix E: 020 Tag (ISBNs)
    • 8.6. Appendix F: Commonly Used Relationship Designators
    • 8.7. Appendix G: Diacritics
    • 8.8. Appendix H: Record Match Sets
    • 8.9. Appendix I: Merge/Overlay Profiles
    • 8.10. Appendix J: Search and Icon Formats
    • 8.11. Appendix K: Holdings Import Profile
    • 8.12. Appendix L: Item Statuses in Evergreen
    • 8.13. Appendix M: Shelving Locations
    • 8.14. Appendix N: Circulation Modifiers
    • 8.15. Glossary
    • 8.16. Useful Resources
  • 9. Cataloging Committee and Contacts
    • 9.1. Cataloging Contacts

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