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CURRENT

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

  1. Search Sierra by title to locate any existing records or brief records.

    1. If existing record is full and correct, add a new item (see Codes for Item Records below)

    2. 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.

    3. If no record is found, repeat title search with various abbreviations to ensure thorough search, then proceed to step 2.

  2. Search OCLC for the appropriate record.  Key searches would include:

    1. Title of document (exact title if possible)

    2. Author of document

  3. Check that the following fields match the item in hand:

    1. Title and author (245/246)

    2. Author / Department (100/700,110/710)

    3. Year of publication (260/264)

    4. Formats (338 or 538 if present)

    5. Page numbers (300)

    6. Print/publisher information (260/264)

  4. Check that the following fields are present

    1. Subject heading (at least one)

    2. Call number (050)

Edit the Bibliographic Record 

  1. Insert or change the 049 field to one of the designations below:

    • UUS8 (Price)

    • UUS9 (Blanding)

  2. If overlaying an existing bib record, add a 907 field.  Input a PERIOD followed by the bib record number, for example: .b38045916

  3. 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 1ADD 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

Shipping procedures are available in the /wiki/spaces/ULC/pages/1022525564. Note that this a password protected space.

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

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.

ADD ADDITIONAL NOTES AS NEEDED, INCLUDING REFERENCES TO OTHER WORKFLOWS THAT MIGHT BE NEEDED.

  • No labels