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1.1. Cataloging Permission Groups Transition

The NC Cardinal consortium Governance Committee and the membership have resolved to implement a consortium-wide cataloger training and assessment program to ensure that the same standardized cataloging practices are applied within the shared catalog regardless of which library staff import, create, edit, or delete item, volume, and bibliographic records, with the shared goal that the catalog should function smoothly and seamlessly for all patrons within the consortium.

To fully implement the mandate (Staff Login Account and Permissions Policy) from the Governance Committee and the membership, the NC Cardinal Cataloging Committee members have been working diligently to expand and clarify the Cataloging Best Practices to address all areas of cataloging for the consortium. NC Cardinal library staff members who currently use cataloging permissions should begin using the standards outlined in this Knowledge Book, which is intended to be a living document that is honed and updated on an ongoing basis. The Cataloging Committee welcomes feedback and input on these Best Practices via their individual emails or this monitored group email address  cardinalcatcommittee@gmail.com. 

NC Cardinal staff will be working with System Login Access Managers from each member library system to simplify and streamline staff permission group structure during 2019. As of August 2019, there will be two types of cataloging permission groups available to staff: Item Cataloging and Bibliographic (Bib) Cataloging. To use these cataloging permission access levels in the NC Cardinal consortium, library staff will need to pass certification assessment(s) or be working with a bibliographic cataloger who is actively supervising their work and helping them to pass the assessment(s), according to the NC Cardinal Cataloging Policy approved by the Governance Committee in February 2019. The assessments are open book using this knowledge book, other websites, or notes (no consultation with other people while taking the assessment) and staff can take them as many times as needed to achieve a passing score. We will be glad to provide a printable certificate of achievement for those who pass the assessment(s).

Staff looking for additional cataloging training may want to check out the ABLE training courses linked in our Useful Resources page.

 

Here is the transition timeline:

Winter 2017/18:

All staff with cataloging permissions should review and begin using the newly expanded Cataloging Best Practice standards. Please submit questions to the Cataloging Committee and/or the NC Cardinal team.


Spring/Summer 2018:

Item Cataloging and Bib Cataloging assessments will become available.

The Item Cataloging assessment is for staff who only need to add, edit, or delete volume and item records.

The Bibliographic Cataloging assessment is for staff who additionally need to add, edit, or delete bibliographic records.

In-person Item Cataloging (video playlist available) and Bib Cataloging (video playlist coming soon) workshops with Dr. Sonia Archer-Capuzzo

Cataloging Forum - discuss feedback for Best Practice standards, training & assessments, and resolve questions with the Cataloging Committee.


Fall 2018:

In-person Item Cataloging (video playlist available) and Bib Cataloging (video playlist coming soon) workshops with Dr. Sonia Archer-Capuzzo

Winter/Spring 2018/19:

Staff who need cataloging permissions continue taking cataloging assessments.


June/July 2019:

System Login Access Managers from each member library system added to Basecamp project. Meetings to discuss proposed permission/permission group changes. Staff at all libraries are encouraged to test the new permissions structure by logging into the development database. You should be able to log into https://dev.nccardinal.org/eg/staff with your current NC Cardinal login credentials.

August 2019:

All staff who need to perform the duties listed below should have passed the appropriate assessments. This includes staff who do not catalog full-time and/or may only add or delete items from time-to-time. The assessments are open book and can be repeated until a passing score is achieved. Staff who add or delete item and/or volume records will need to pass the Item Cataloging assessment. This includes staff who add magazines to their collection and staff who weed (delete) items from their collection. Anyone creating, importing, editing, or deleting bibliographic records will need to pass both the Item Cataloging assessment and the Bibliographic Cataloging assessment. This also includes staff of libraries migrating into NC Cardinal. After full implementation, staff who have not yet passed the necessary assessments may be assigned temporary/limited cataloging permissions to perform their assigned cataloging duties according to the NC Cardinal Cataloging Policy approved by the Governance Committee in February 2019.

 

Staff assigned Item Cataloging permissions should be able to:

 

Staff assigned Bibliographic Cataloging permissions should be able to:

Complete all tasks required of Item Catalogers AND


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