CURRENT
| Info |
|---|
Collection Information Distance libraries include all libraries that are not located on the Logan campus of Utah State University. These workflows will include information on cataloging, processing, and shipping materials. |
Level 1 - Copy Cataloging
Review and Select a Record
Search Sierra by title to locate any existing records or brief records.
If existing record is full and correct, add a new item (see Codes for Item Records below)
If existing record is a brief bib record, record the bib number. This will be used to overlay the new bib record. Proceed to step 2.
If no record is found, repeat title search with various abbreviations to ensure thorough search, then proceed to step 2.
Search OCLC for the appropriate record. Key searches would include:
Title of document (exact title if possible)
Author of document
Check that the following fields match the item in hand:
Title and author (245/246)
Author / Department (100/700,110/710)
Year of publication (260/264)
Formats (338 or 538 if present)
Page numbers (300)
Print/publisher information (260/264)
Check that the following fields are present
Subject heading (at least one)
Call number (050)
Edit the Bibliographic Record
Insert or change the 049 field to one of the designations below:
UUS8 (Price)
UUS9 (Blanding)
If overlaying an existing bib record, add a 907 field. Input a PERIOD followed by the bib record number, for example:
.b38045916
INSERT OTHER CRITERIA HERE OR DELETE PREVIOUS CRITERIA AS NEEDED
Import and Edit in Sierra
Bibliographic Record Load Table
Once edits are made, import into Sierra using the:
INSERT BIB RECORD LOAD TABLE FOR THIS WORKFLOW
Codes for Item Records
Once imported, add or edit the following fields in the item records:
...
Field
...
Field No.
...
Indicator
...
Code/Data
...
Notes
...
Copy No.
...
n/a
...
n/a
...
1
...
If more than one copy of this item exists, insert the copy number of the item in hand.
...
Item Code 1
...
n/a
...
n/a
...
INSERT PREFERRED CODE(S) HERE
...
This indicates the type of acquisition process through which this material was ordered. Choose the code that matches the process of the item in hand. See list of all Item Code 1. ADD EXPLANATORY NOTES, IF NEEDED
...
Item type
...
n/a
...
n/a
...
INDICATE APPROPRIATE CODE HERE
...
This indicates the item format and loan rule. Please the Sierra Codes documentation for more options. ADD EXPLANATORY NOTES, IF NEEDED
...
Location
...
n/a
...
n/a
...
INDICATE APPROPRIATE CODE HERE
...
See list of Location Codes ADD EXPLANATORY NOTES, IF NEEDED
...
Status
...
n/a
...
n/a
...
a (Available soon)
...
ADD EXPLANATORY NOTES, IF NEEDED
...
Barcode
...
n/a
...
n/a
...
Scanned Barcode
...
ADD EXPLANATORY NOTES, IF NEEDED
...
Call Number
...
INSERT
...
blank/blank
...
variable
...
Call number taken from the 050 field in the bib record. Add spaces between call number sections and remove subfields. For example: SF 761 .D93 2018 ADD EXPLANATORY NOTES, IF NEEDED
...
Internal Note
...
n/a
...
n/a
...
INDICATE TEXT FOR INTERNAL NOTE (IF NEEDED)
...
ADD EXPLANATORY NOTES, IF NEEDED
Physical Processing
Barcoding:
For documents with a cover, place on the first page, on the right leaf, when possible. Never cover up any important or identifying information. Always try to find a blank area for the barcode. If necessary, change it to a vertical orientation. On smaller documents, or documents that do not have a cover or where the actual content starts on the top page of the item, this top page may be the best place for the barcode. CHANGE ABOVE OR ADD ADDITIONAL INFORMATION ON WHERE BARCODE SHOULD BE PLACED AND OTHER INSTRUCTIONS, AS NEEDED.
Label:
Print and place a label on the item. Using one of the following label templates, according to the item you are labeling:
INDICATE THE LABEL TEMPLATE RECOMMENDED FOR THIS PROCESS
HEADER1ST LINE
HEADER 2ND LINE
CALL# Line1
CALL# Line2
CALL# Line3
CALL# Line4
Notes: INCLUDE ANY ADDITIONAL NOTES ABOUT THE CONSTRUCTION OF LABEL
Do NOT remove dust jackets or coverings from the item. Similar to the barcode, do not cover information that is needed for identification of the item. Preferred location for the label is on the lower spine of larger bound items or the lower left corner of the cover on smaller individual items for both the dust jacket and the item. CHANGE ABOVE OR ADD ADDITIONAL INFORMATION ON WHERE BARCODE SHOULD BE PLACED AND OTHER INSTRUCTIONS, AS NEEDED.
Property Stamp
Stamp the top and the side of the book with the USU Eastern stamp.
Shipping
See shipping procedures here: INSERT LINK HERE
Tracking
Be sure to update the following information in the CMS Item Tracker Database: https://airtable.com/tbliihFOS4X7dQaQP/viwYTmDGKZEWKQZHg?blocks=bipLgXRxoJyftsxgF
Current Location
Cataloging Status
Start Cataloging
Finished Cataloging
Out of Cataloging
Check off List
Item displays appropriately in the OPAC
All fields are completed in the CMS Item Tracker
INDICATE KEY THING NEEDED TO REMEMBER (AS NEEDED)
Handoff
When finished, send the material to INDICATE WHERE MATERIAL SHOULD GO WHEN FINISHED
Level 2 - Complex or Original Cataloging
Bibliographic Record Structure
Verify/input the following fields:
...
Field
...
Indicator
...
Code/Data
...
Notes
...
Language
...
n/a
...
variable
...
Indicate 3 letter language code
...
Material Type
...
n/a
...
a (books, language material)
CHANGE FOR APPROPRIATE CODE, AS NEEDED
...
ADD EXPLANATORY NOTES, IF NEEDED
...
BLvl
...
n/a
...
m (monograph)
CHANGE FOR APPROPRIATE CODE, AS NEEDED
...
One of these options is acceptable
...
Country
...
n/a
...
variable
...
Indicate 3 letter code country code
...
035
...
blank/blank
...
variable
...
Input/verify OCLC number is included
...
049
...
blank/blank
...
INSERT UUSX CODE HERE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
INSERT PREFERRED CALL NUMBER FIELD HERE
...
INSERT CALL NUMBER INDICATORS HERE
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
245
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
264
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
300
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
336
...
...
ADD CODE or VARIABLE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
337
...
...
ADD CODE or VARIABLE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
338
...
...
ADD CODE or VARIABLE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
490
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
500
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
590
...
blank/blank
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
650
...
...
variable
...
Refer to ClassWeb or Library of Congress Subject Headings. ADD EXPLANATORY NOTES, IF NEEDED.
...
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
830
...
...
variable
...
ADD EXPLANATORY NOTES, IF NEEDED
...
856
...
...
ADD STRUCTURE INFORMATION HERE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
949
...
blank/blank
...
ADD STRUCTURE INFORMATION HERE
...
ADD EXPLANATORY NOTES, IF NEEDED
...
CURRENT
| Info |
|---|
Collection Information Distance libraries include all libraries that are not located on the Logan campus of Utah State University. These workflows will include information on cataloging, processing, and shipping materials. |
...
...
Level 1 - Copy Cataloging
Review and Select a Record
Search Sierra by title to locate any existing records or brief records.
If existing record is full and correct, add a new item (see Codes for Item Records below)
If existing record is a brief bib record, record the bib number. This will be used to overlay the new bib record. Proceed to step 2.
If no record is found, repeat title search with various abbreviations to ensure thorough search, then proceed to step 2.
Search OCLC for the appropriate record. Key searches would include:
Title of document (exact title if possible)
Author of document
Check that the following fields match the item in hand:
Title and author (245/246)
Author / Department (100/700,110/710)
Year of publication (260/264)
Formats (338 or 538 if present)
Page numbers (300)
Print/publisher information (260/264)
Check that the following fields are present
Subject heading (at least one)
Call number (050)
Edit the Bibliographic Record
Insert or change the 049 field to one of the designations below:
UUS8 (Price)
UUS9 (Blanding)
If overlaying an existing bib record, add a 907 field. Input a PERIOD followed by the bib record number, for example: .b38045916
INSERT OTHER CRITERIA HERE OR DELETE PREVIOUS CRITERIA AS NEEDED
Import and Edit in Sierra
Bibliographic Record Load Table
Once edits are made, import into Sierra using the:
INSERT BIB RECORD LOAD TABLE FOR THIS WORKFLOW
Codes for Item Records
Once imported, add or edit the following fields in the item records:
Field | Field No. | Indicator | Code/Data | Notes | ||
Copy No. | n/a | n/a | (as needed)1 | If more than one copy of this item exists, insert the copy number this item exists, insert the copy number of the item in hand. | ||
Item Code 1 | n/a | n/a | INSERT PREFERRED CODE(S) HERE | This indicates the type of acquisition process through which this material was ordered. Choose the code that matches the process of the item in hand. See list of all Item Code 1. ADD EXPLANATORY NOTES, IF NEEDED | ||
Item type | n/a | n/a | INSERT PREFERRED CODE(S) INDICATE APPROPRIATE CODE HERE | This indicates a EXPLAIN CODE HERE | ||
Item type | n/a | n/a | INDICATE APPROPRIATE CODE HERE | This indicates a EXPLAIN CODE HERE | ||
the item format and loan rule. Please the Sierra Codes documentation for more options. ADD EXPLANATORY NOTES, IF NEEDED | ||||||
Location | n/a | n/a | INDICATE APPROPRIATE CODE HERE | See list of Location Codes Codes ADD EXPLANATORY NOTES, IF NEEDED | ||
Status | n/a | n/a | a (Available soon) | ADD EXPLANATORY NOTES, IF NEEDED | ||
Barcode | n/a | n/a | Scanned Barcode | ADD EXPLANATORY NOTES, IF NEEDED | ||
Call Number | INSERT | blank/blank | Call number taken from INSERT APPROPRIATE CALL NUMBER FIELD | variable | Call number taken from the 050 field in the bib record. Add spaces between call number sections and remove subfields. For example: SF 761 .D93 2018 ADD EXPLANATORY NOTES, IF NEEDED | |
Internal Noten/a | n/a | INDICATE TEXT FOR INTERNAL NOTE (IF NEEDED) | ADD EXPLANATORY NOTES, IF NEEDED |
Procedures
Preparation:
INDICATE PREPARATORY ACTIVITIES SUCH AS TRACKING UPDATES, WHERE MATERIALS MIGHT BE OBTAINED, ETC.
Process:
IF NEEDED, EXPLAIN PROCESS OF CATALOGING ITEM
Physical Processing
Barcoding:
...
n/a | INDICATE TEXT FOR INTERNAL NOTE (IF NEEDED) | ADD EXPLANATORY NOTES, IF NEEDED |
Physical Processing
Barcoding:
For documents with a cover, place on the first page, on the right leaf, when possible. Never cover up any important or identifying information. Always try to find a blank area find a blank area for the barcode. If necessary, change it to a vertical orientation. On smaller documents, or documents that do not have a cover or where the actual content starts on the top page of the item, this top page may be the best place for the barcode. If necessary, change it to a vertical orientation. CHANGE CHANGE ABOVE OR ADD ADDITIONAL INFORMATION ON WHERE BARCODE SHOULD BE PLACED AND OTHER INSTRUCTIONS, AS NEEDED.
Label:
Print and place a label on the item. Using one of the following label templates, according to the item you are labeling:
INDICATE THE LABEL TEMPLATE RECOMMENDED FOR THIS PROCESS
HEADER1ST LINE HEADER 2ND LINE CALL# Line1 CALL# Line2 CALL# Line3 CALL# Line4 |
|---|
Notes: INCLUDE INCLUDE ANY ADDITIONAL NOTES ABOUT THE CONSTRUCTION OF LABEL
Similar Do NOT remove dust jackets or coverings from the item. Similar to the barcode, do not cover information that is needed for identification of the item. Preferred location for the label is on the lower spine of larger bound items or the lower left corner of the cover on smaller individual items for both the dust jacket and the item. CHANGE ABOVE OR ADD ADDITIONAL INFORMATION ON WHERE BARCODE SHOULD BE PLACED AND OTHER INSTRUCTIONS, AS NEEDED.
Property Stamp
Stamp the top and the side of the book with the Merrill-Cazier Library stamp.
Check off List
...
Item displays appropriately in the OPAC
...
All fields are completed in the CMS Item Tracker
...
with the USU Eastern stamp.
Shipping
See shipping procedures here: INSERT LINK HERE
Tracking
Be sure to update the following information in the CMS Item Tracker Database: https://airtable.com/tbliihFOS4X7dQaQP/viwYTmDGKZEWKQZHg?blocks=bipLgXRxoJyftsxgF
Current Location
Cataloging Status
Start Cataloging
Finished Cataloging
Finished Cataloging
Out of Cataloging
Out of Cataloging
Check off List
Item displays appropriately in the OPAC
All fields are completed in the CMS Item Tracker
INDICATE KEY THING NEEDED TO REMEMBER (AS NEEDED)
Handoff
When finished, send the material to INDICATE WHERE MATERIAL SHOULD GO WHEN FINISHED
...
Level 2 - Complex or Original Cataloging
Complex and/or original cataloging follows standard cataloging processes. Please see the Level 1 - Copy Cataloging Instructions above for specific bib record notes, item record codes, and processing instructions.
| Note |
|---|
ADD ADDITIONAL NOTES AS NEEDED, INCLUDING REFERENCES TO OTHER WORKFLOWS THAT MIGHT BE NEEDED. |