In-person and Remote Cataloging Workflows
To comply with the reductions to the number of people in the cataloging space during the COVID-19 pandemic, this workflows shows the distribution in work between the designated “in-person” cataloger and the “remote” catalogers working from home. This is referred to as the “Hybrid Cataloging” model because it integrates in-person and remote work together.
Quick Links:
In-Person Cataloger Responsibilities (MORNING)
Note: May be the same as the evening person, dependent on staffing
Track Material
Add items from oldest quarantine cart to tracker. Mandatory fields include:
Title
Barcode
Bib (if available)
ISBN (if available)
Publication year
Remote or In person
Material
Workflow
Final Destination
Priority
Cataloger
Current Location
Checked into Cataloging
Catalog or assign catalogers
For complex items, assign remote catalogers for complex cataloging (See Chart)
Place items on the Central COVID shelving
For simple items, catalog + label and stamp
Catalog + label and stamp any unassigned items (listed on tracker)
Please uncheck the “Needs a cataloger” and assign yourself in the Cataloger field
[If needed], mark all remaining items to be cataloged as “Needs a Cataloger” and unassign yourself in the Cataloger field, place in the “unassigned” shelving in the Central COVID shelving area.
Record Start and Finished/Cataloged times in tracker
Leave material on cart for Evening Cataloger (or checkout/take to Circ following steps for Evening Cataloger)
Monitor questions from remote catalogers in the Item Tracker (Remote Cataloging Follow Up Questions -> Open Questions view)
Notifications:
Slack -> library_cms_remotequestions
Comments directly in Airtable (use rarely)
Answer questions
Use the fields in the Item Tracking tab for standard requests (Publisher, Place of Publication, Pages, Illustrations, Height, and Pieces)
Use the “Responses” column in the Remote Cataloging Follow up Questions tab for anything more complex
Take pictures and attach in Images (if needed) column
In-Person Cataloger Responsibilities (EVENING)
Note: May be the same as the morning person, dependent on staffing
Catalog any remaining items
Catalog + label and stamp any unassigned items (listed on tracker and shelved on the “unassigned” shelving in the Central COVID shelving area)
Please uncheck the “Needs a cataloger” and assign yourself in the Cataloger field
Monitor questions from remote catalogers in the Item Tracker (Remote Cataloging Follow Up Questions -> Open Questions view)
Notifications:
Slack -> library_cms_remotequestions
Comments directly in Airtable
Answer questions
Use the fields in the Item Tracking tab for standard requests (Publisher, Place of Publication, Pages, Illustrations, Height, and Pieces)
Use the “Responses” column in the Remote Cataloging Follow up Questions tab for anything more complex
Take pictures and attach in Images (if needed) column
Label + Stamp Remotely Cataloged Items
All items are listed on the Item Tracking -> Ready for Processing (COVID Protocols) view
NOTE: Do not process material for distance libraries (Price/Blanding, Moore, Herbarium) follow direction from main cataloger
Check-out all items leaving the unit
Date stamp the Out of Cataloging column for all items labeled and processed by Morning and Evening Catalogers (will remove from view)
Take material to Circulation
Use the date cards on the large table in cataloging to mark the date and time the material is being left
Split Rush and regular material
Rush material is left on green cart in Circulation
Regular material is left on the marked shelving across from the main door near the elevator in the circulation area
Bring back all date cards from the box on the regular material shelves
Switch out carts
Leave the newly emptied cart near the front desk in 236
Record the date on the cart
Pull the receiving cart from the day and put it in the quarantine area
Remote Cataloger Responsibilities
Check the Item tracker for assignments (or emails, Airtable notifications) regularly
Date stamp the “Start Cataloging” column to indicate that you received notification of the assignment
Catalog assigned items
For problems or questions, place a checkmark in the Question from Remote Cataloging column in the Item Tracking tab
This will cause a new record to open in “Remote Cataloging Follow up Questions” tab
Use the “Question(s)” column to request further information, pictures, or clarification
Check for responses from the in-person cataloger in:
“Responses” column
Appropriate column on Item Tracking (Height, Publisher, pages, etc.)
NOTE: Any changes to the record in “Remote Cataloging Follow Up Questions” will trigger a message in Slack (library_cms_remotequestions). Monitoring this slack channel can also be a way of knowing when your question has been answered.
When your question is answered sufficiently, put a checkmark in the “Question Closed?” field in the “Remote Cataloging Follow Up Questions” tab
Date stamp the “Finished/Cataloged” column (this will put it on a list for physical processing)
Remote Cataloging - Additional Tasks, Time Permitting
Catalog any unassigned items listed on tracker
These will be marked as “Needs a Cataloger” in the main Item Tracking tab view or open the “Needs a Cataloger” view
For all items you want to catalog
Please uncheck the “Needs a cataloger”
Assign yourself in the Cataloger field
Set the Remote or In-person status to “Remote Assigned”
Note: After you are finished cataloging, you may also need to send a message to the in-person cataloger to let them know that you cataloged some of these materials. In-Person Schedules are here. This is because items that need a cataloger are kept on a different shelf in the Central COVID shelving area and they may miss the item when they start labeling.
Follow steps above for cataloging remotely.
Workflow Visualization