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Collection Information Distance libraries include all libraries that are not located on the Logan campus of Utah State University. This currently includes USU Eastern Library & Learning Commons (in Price) and USU Blanding Library. These workflows will include information on cataloging, processing, and shipping materials. Key differences will include:
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Level 1 - Copy Cataloging
Review and Select a Record
Search Sierra by title to locate any existing records or brief bib records.
If existing record is full and correct, add a new item (see Codes for Item Records below). Note that USU Eastern and USU Blanding holdings need their own Sierra record, separate from any other location’s record. Holdings for the libraries in Price and Blanding, however, are put on the same Sierra record.
If item is physically in hand, proceed to the Physical Processing instructions below. If working from a list, let the USU Eastern Library know when the list is finished and the books are ready to go.
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
ISBN or LCCN
Publisher (in combination with other search terms)
Check that the following fields match the item in hand:
Title and author (245/246)
Author / Department (100/700,110/710)
Edition (250)
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
Apply the appropriate constant data, or manually add:
Insert or change the 049 field to one of the designations below:
UUS8 (USU Eastern)
UUS9 (USU Blanding)
If overlaying an existing bib record, add a 907 field. Input a PERIOD followed by the bib record number, for example: .b38045916
Add a 949 field to create an item record in Sierra OR create the item record in Sierra after importing
Add any 590 notes that are needed
Spell check
a. Tools → Check Spelling OR F7
6. Control headings
a. Edit → Control Headings → All OR Shift +F11
7. Validate
a. Edit → Validate OR Shift+F5
8. After validating the record, add a 909 field: https://usulibrary.atlassian.net/wiki/spaces/ULC/pages/1422721027/909+MARC+field+-+Statistics
9. Update Holdings
a. Action → Holdings → Update holding OR Shift+F8
10. Export Record
a. Action → Export OR F5
Import and Edit in Sierra
Bibliographic Record Load Table
Once edits are made, import into Sierra using the:
LOAD/Overlay bibs & create items (.briefbiboverlay)
Codes for Item Records
Once imported, add or edit the following fields in the item records, if needed:
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 | Usually: 17 (Firm order) OR 18 (Gift) | 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. |
Item type | n/a | n/a | 0 Book unless otherwise indicated | This indicates the item format and loan rule. Please see the Sierra Codes documentation for more options. |
Location | n/a | n/a | ubks (Price USU Eastern - circulating books) wbks (USU Blanding - circulating books) | See list of Location Codes for other options |
Status | n/a | n/a | a (Available soon) | |
Barcode | n/a | n/a | Scanned Barcode | Copy and paste barcode if working from a list or spreadsheet |
Call Number | 090 (LC call numbers) 099 (ANSCR call numbers) | blank/blank | variable | Call number taken from the 050 field or 099 field in the bib record. Add spaces between call number sections and remove subfields. For example: SF 761 .D93 2018 |
Physical Processing
USU Eastern and USU Blanding items are sometimes cataloged from a list or spreadsheet. If the item is in hand, follow these procedures for processing:
Dustjackets:
Save all dustjackets--but don’t label them.
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.
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For CDs and DVDs each disc should have it’s own barcode, placed directly on the disc, near the top. Each disc in a multidisc set should also have a separate item record, with <DISC 1>, etc., added to the call number field in the item record. |
Books with Accompanying Discs:
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Accompanying discs are kept with the book on the shelf. The book and disc are, however, checked out individually, therefore the disc needs its own barcode and item record
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Spine Labels:
If printing labels (see below), use one of the following templates:
PriceBlan9 (USU Eastern and USU Blanding general stacks, books and DVDs)
PriceBla11 (USU Eastern and USU Blanding general stacks, books and DVDs, larger font)
priceBlan3 (USU Eastern and USU Blanding general stacks, books and DVDs, smaller font)
PricBlaCDs (USU Eastern and USU Blanding CDs, LC call number)
PriceANSCR (USU Eastern music CDs, ANSCR call number)
PriceBlanS (USU Eastern and USU Blanding special collections)
PriceBlanSp (USU Eastern and USU Blanding special collections, smaller font)
USU Eastern and USU Blanding general stacks USU Eastern and USU Blanding CDs, LC call number USU Eastern (Price) music CDs, ANSCR call number
[NO HEADER]
QC
6
.C277
2000
PR
2894
.G74
2004
EA
COLL
FCL
D82
USU Eastern and USU Blanding special collections USU Eastern (Price) Local authors collection USU Eastern and USU Blanding DVDs
Spec
F
832
.S4
F5
1986
Spec
PS
3561
.E3928
M9
2012
PN
1997.2
. L56
2013
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Not all Eastern or Blanding items are labeled (see exceptions below). If labels are attached, 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. Labels can be paper clipped to pages of the book rather than stuck on, if placement is difficult. |
USU Eastern:
General stacks books, CDs, and DVDs: Attach spine labels to the items. DO NOT attach spine labels to the dust jacket (if present)
Special collections materials: Do not DO NOT attach spine labels.
USU Blanding:
Do not DO NOTattach spine labels to any materials. They will be labeled after they arrive in Blanding.
Property stamps:
USU Eastern general stacks books: Stamp the top and the side with the “Utah State University Eastern” stamp.
USU Eastern special collections materials: DO NOT stamp.
USU Blanding materials: DO NOT stamp. They will be stamped after they arrive in Blanding.
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Reminder: DO NOT stamp or label USU Blanding books or USU Eastern special collections materials |
Check off List
Item displays appropriately in the OPAC
All fields are completed in the CMS Item Tracker (if applicable)
Book jacket (where present) is retained
Tracking
If working from a list or spreadsheet, it isn’t necessary to enter the books on the spreadsheet. If, however, the book is in hand, 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
Shipping/Handoff
When finished, send the material to Price or Blanding, as appropriate. Shipping procedures are available in the /wiki/spaces/ULC/pages/1022525564. Note that this a password protected space.
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Finished materials should be shipped out at the end of each month – or sooner, if they reach a critical mass. |
Level 2 - Complex or Original Cataloging
Create the Bibliographic Record
Create a new record on OCLC, choosing the appropriate template for the material type.
Apply the appropriate constant data, or manually add:
Insert or change the 049 field to one of the designations below:
UUS8 (USU Eastern)
UUS9 (USU Blanding)
If overlaying an existing Sierra bib record, add a 907 field. Input a PERIOD followed by the bib record number, for example: .b38045916
Add a 949 field to create an item record in Sierra OR create/edit the item record in Sierra after importing
Add any 590 notes that are needed
Add the following fields:
Subject heading (at least one)
Call number (050 or 099)
Verify/manually input the appropriate fixed field codes.
Bibliographic Record Structure
Verify/input the following fields:
Field | Indicator | Code/Data | Notes | |||
Language | n/a | variable | Indicate 3 letter language code | Location | n/a | u USU Eastern Library w USU Blanding Library |
Material Type | n/a | a (books, language material) t (manuscripts, language material) i (non-musical sound recording) j (musical sound recording) g (projected media – DVDs, VHS, etc.) | ||||
BLvl | n/a | m (monograph) s (serial) | ||||
Country | n/a | variable | Indicate 3 letter code country code | |||
035 | blank/blank | variable | Input/verify OCLC number is included | |||
049 | blank/blank | UUS8 (USU Eastern) UUS9 (USU Blanding) | ||||
050 | blank/4 | variable | Use for locally-assigned call numbers, based on the Library of Congress system | |||
099 | blank/blank | variable | Use for locally-assigned call numbers, based on a system other than Library of Congress (including ANSCR numbers for Price Music CDs) | |||
variable | ||||||
245 | variable | |||||
264 | variable | |||||
300 | variable | |||||
336 | variable | |||||
337 | variable | |||||
338 | variable | |||||
490 | variable | |||||
500 | variable | |||||
590 | blank/blank | variable | Add local note, if needed | |||
650 | variable | Refer to ClassWeb or Library of Congress Subject Headings. | ||||
variable | ||||||
830 | variable | |||||
856 | ||||||
949 | blank/blank |
Item Record Structure
Codes for 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 | 17 (Firm order) 18 (Gift) | 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. |
Item type | n/a | n/a | 0 Book unless otherwise indicated | This indicates the item format and loan rule. Please see the Sierra Codes documentation for more options. |
Location | n/a | n/a | ubks (USU Eastern - circulating books) wbks (USU Blanding - circulating books) | See list of Location Codes for other options |
Status | n/a | n/a | a (Available soon) | |
Barcode | n/a | n/a | Scanned Barcode | |
Call Number | 090 (LC call numbers) 099 (ANSCR call numbers) | 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 |
Import and Edit in Sierra
Bibliographic Record Load Table
Once edits are made, import into Sierra using the:
LOAD/Overlay bibs & create items (.briefbiboverlay)
Physical Processing
USU Eastern and USU Blanding items are sometimes cataloged from a list or spreadsheet. If the item is in hand, follow these procedures for processing:
Dustjackets:
Save all dustjackets--but don’t label them.
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.
Note |
---|
For CDs and DVDs each disc should have it’s own barcode, placed directly on the disc, near the top. Each disc in a multidisc set should also have a separate item record, with <DISC 1>, etc., added to the call number field in the item record. |
Books with Accompanying Discs:
Info |
---|
Accompanying discs are kept with the book on the shelf. The book and disc are, however, checked out individually, therefore the disc needs its own barcode and item record
|
Spine Labels:
If printing spine labels (see below), use one of the following templates:
PriceBlan9 (USU Eastern and USU Blanding general stacks, books and DVDs)
PricBla11 (USU Eastern and USU Blanding general stacks, books and DVDs, larger font)
priceBlan3 (USU Eastern and USU Blanding general stacks, books and DVDs, smaller font)
PricBlaCDs (USU Eastern and USU Blanding CDs, LC call number)
PriceANSCR (USU Eastern music CDs, ANSCR call number)
PriceBlan S (USU Eastern and USU Blanding special collections)
PriceBlanSp (USU Eastern and USU Blanding special collections, smaller font)
Noteinfo |
---|
Not all Eastern or Blanding items are labeled (see exceptions below). If labels are attached, 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. Labels can be paper clipped to pages of the book rather than stuck on, if placement is difficult. |
USU Eastern:
General stacks books, CDs, and DVDs: Attach spine labels to the items. DO NOT attach spine labels to the dust jacket (if present)
Special collections materials: Do not DO NOT attach spine labels.
USU Blanding:
Do not DO NOTattach spine labels to any materials. They will be labeled after they arrive in Blanding
Property stamps:
USU Eastern general stacks books: Stamp the top and the side with the “Utah State University Eastern” stamp.
USU Eastern special collections materials: DO NOT stamp.
USU Blanding materials: DO NOT stamp. They will be stamped after they arrive in Blanding.
Note |
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Reminder: DO NOT stamp or label USU Blanding books or USU Eastern special collections materials |
Check off List
Item displays appropriately in the OPAC
All fields are completed in the CMS Item Tracker
Book jacket (where present) is retained
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
Shipping/Handoff
When finished, send the material to Price or Blanding, as appropriate. Shipping procedures are available in the /wiki/spaces/ULC/pages/1022525564. Note that this a password protected space.
Infonote |
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Finished Finished materials should be shipped out at the end of each month – or sooner, if they reach a critical mass. |