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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 3.0 License (https://creativecommons.org/licenses/by-sa/3.0/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. Evaluating Bibliographic Records
    • 1.5. Record Structure in Evergreen
    • 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. Use of Single Bib Record for Books
    • 2.9. Use of Single Bib Record for Audiobooks
    • 2.10. Videos
    • 2.11. Cataloging Kits
    • 2.12. Magazines
    • 2.13. Advanced Reader Copies, Donated Items, and Copy Notes
    • 2.14. Add Volumes
    • 2.15. Add Copies
    • 2.16. Monograph Parts
    • 2.17. Print Spine Labels
    • 2.18. New Copies and Holds
    • 2.19. Transferring Items, Volumes, & Pre-cataloged Items
    • 2.20. Editing and Deleting Items and Volumes
    • 2.21. 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. Load MARC Order Records via Acquisitions
    • 3.6. Batch Import Bibliographic Records and Holdings
    • 3.7. Preparing E-resource Records for Upload Using MarcEdit
    • 3.8. Uploading Electronic Resources in Evergreen
    • 3.9. Inspecting the Import Queue
    • 3.10. Deleting an Upload Queue
    • 3.11. Record Conflicts
    • 3.12. Merge/Overlay Profiles
    • 3.13. Duplicate Records and Merging
    • 3.14. Different Format/Material Types
    • 3.15. 1XX and 7XX Fields
    • 3.16. Subject and Genre/Form Headings
    • 3.17. Creating Original Records
    • 3.18. Deleting Bibliographic Records
  • 4. MARC Record Templates
    • 4.1. Audio-enabled Book
    • 4.2. Audio-enabled Device
    • 4.3. Audio Fiction
    • 4.4. Audio Nonfiction
    • 4.5. Blu-ray only
    • 4.6. Blu-ray/DVD combo
    • 4.7. DVD only
    • 4.8. Kit
    • 4.9. Large Print Fiction
    • 4.10. Large Print Nonfiction
    • 4.11. Video-enabled Device
    • 4.12. Microform
    • 4.13. MP3
    • 4.14. Music CD
    • 4.15. Print Fiction
    • 4.16. Print Nonfiction
    • 4.17. Serial
  • 5. Acquisitions
    • 5.1. When should libraries consider using acquisitions?
    • 5.2. Managing Funds
    • 5.3. Ordering
    • 5.4. Acquisitions Administration
    • 5.5. Acquisitions Workflow
    • 5.6. Selection Lists
    • 5.7. Purchase Orders
    • 5.8. MARC Federated Search
    • 5.9. Line Item Features
    • 5.10. Creating invoices and adding line items
    • 5.11. Electronic Invoicing
    • 5.12. View an invoice
    • 5.13. Receive Items From an Invoice
  • 6. Serials
    • 6.1. Copy Template for Serials
    • 6.2. MFHD Records
    • 6.3. Serials Administration
    • 6.4. Serials Module
    • 6.5. Receiving
    • 6.6. Routing Lists
    • 6.7. Special Issues
    • 6.8. Binding Issues
    • 6.9. Holdings
    • 6.10. Group Serials Issues in the Template Toolkit OPAC
  • 7. Appendices
    • 7.1. Appendix A: Cataloging Forum
    • 7.2. Appendix B: Using GMDs
    • 7.3. Appendix C: 007 Tag
    • 7.4. Appendix D: Fixed Fields (Leader & 008 Tags)
    • 7.5. Appendix E: 020 Tag (ISBNs)
    • 7.6. Appendix F: Commonly Used Relationship Designators
    • 7.7. Appendix G: Diacritics
    • 7.8. Appendix H: Record Match Sets and Merge Profiles
    • 7.9. Appendix I: Item Templates
    • 7.10. Appendix J: Search and Icon Formats
    • 7.11. Appendix K: Holdings Import Profile
    • 7.12. Appendix M: Shelving Locations
    • 7.13. Appendix N: Circulation Modifiers
    • 7.14. Glossary
    • 7.15. Useful Resources
  • 8. Cataloging Committee and Contacts
    • 8.1. Cataloging Committee
    • 8.2. Cataloging Contacts

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