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Home → Cataloging Bibliographic Records

Cataloging Bibliographic Records

This living document outlines and provides best practices for cataloging within NC Cardinal’s Evergreen ILS. All policies and procedures are recommended and should be implemented throughout the consortium. As cataloging issues and new topics arise, this document will be amended. If you have any questions, please contact NC Cardinal staff or one of the current NC Cardinal Cataloging Committee members.

This document incorporates elements of Evergreen Documentation under Creative Commons Attribution Share-Alike 4.0 License (https://creativecommons.org/licenses/by-sa/4.0/legalcode) and is available to share under the same license.
  • 1. Training and Learning Resources
    • 1.1. NC Cardinal resources
    • 1.2. External Resources
    • 1.3. Useful Resources
  • 2. Cataloging Overview
    • 2.1. Cataloging Permission Requirements
    • 2.2. Bibliographic Cataloging Assessment
    • 2.3. Bibliographic Cataloging Training Slides & Videos
    • 2.4. Important Updates and Changes Log
    • 2.5. Cataloging Workflow
    • 2.6. Cataloging Contacts
    • 2.7. Glossary
  • 3. Cataloging Standards and Policies
    • 3.1. Record Structure in Evergreen
    • 3.2. RDA Cataloging Standards
    • 3.3. Cataloging Etiquette
    • 3.4. Evaluating Bibliographic Records
  • 4. Adding New Bibliographic Records
    • 4.1. Add a Title Record via Z39.50 Import
    • 4.2. Pre-Processing/On-Order Materials
    • 4.3. Creating Original Records
  • 5. Batch Importing Records
    • 5.1. Batch Import Bibliographic Records and Holdings
    • 5.2. Inspecting the Import Queue
    • 5.3. Deleting an Upload Queue
  • 6. Editing MARC Records
    • 6.1. MARC Tags: Keep It or Delete It?
    • 6.2. Subject and Genre/Form Headings
    • 6.3. Series Statement
    • 6.4. 1XX and 7XX Fields
    • 6.5. Fixed Fields
    • 6.6. Uploading Cover Images
    • 6.7. MARC Batch Edit
    • 6.8. Deleting Bibliographic Records
  • 7. Cataloging Specialized Item Types
    • 7.1. Wonderbooks and VOX Audio-Enabled Books
    • 7.2. Magazines
    • 7.3. Kits
    • 7.4. Videos
    • 7.5. Juvenile and Young Adult Materials
    • 7.6. Graphic Novels and Manga
    • 7.7. Multi-volume or Multi-part Sets
    • 7.8. Monograph Parts
  • 8. Merging Bib Records
    • 8.1. Different Format/Material Types
    • 8.2. Record Conflicts
    • 8.3. Duplicate Records and Merging
    • 8.4. Use of Single Bib Record for Books
    • 8.5. Use of Single Bib Record for Audiobooks
    • 8.6. Use of Single Bib Record for Videos
  • 9. Bibliographic Record Buckets
    • 9.1. Accessing Record Buckets
    • 9.2. Creating Record Buckets
    • 9.3. Sharing Record Buckets
    • 9.4. Record Bucket Actions
  • 10. MARC Record Templates
    • 10.1. Audio-enabled Book
    • 10.2. Audio-enabled Device
    • 10.3. Audio Fiction
    • 10.4. Audio Nonfiction
    • 10.5. 4K Ultra HD Blu-ray only
    • 10.6. Blu-ray only
    • 10.7. Blu-ray/DVD combo
    • 10.8. DVD only
    • 10.9. Hotspot
    • 10.10. Kit
    • 10.11. Large Print Fiction
    • 10.12. Large Print Nonfiction
    • 10.13. Video-enabled Device
    • 10.14. Microform
    • 10.15. MP3
    • 10.16. Music CD
    • 10.17. Print Fiction
    • 10.18. Print Nonfiction
    • 10.19. Serial
  • 11. Managing Electronic Resource Records
    • 11.1. Introduction and Overview
    • 11.2. Retrieving E-Resource Advantage MARC Files from Overdrive
    • 11.3. Uploading Electronic Resource Records with Secure File Transfer
  • 12. Authority Records
    • 12.1. Introduction and Overview
    • 12.2. Searching Authorities
    • 12.3. Linking Authorities
    • 12.4. Importing Authorities
    • 12.5. Merging Authorities
  • 13. Appendices
    • 13.1. Appendix A: MARC field guidance
    • 13.2. Appendix B: Using GMDs
    • 13.3. Appendix C: 007 Tag
    • 13.4. Appendix D: Fixed Fields (Leader & 008 Tags)
    • 13.5. Appendix E: 020 Tag (ISBNs)
    • 13.6. Appendix F: 020$z Versus 020$a
    • 13.7. Appendix G: 082 Tag (Dewey Decimal Classification Number)
    • 13.8. Appendix H: Indicators
    • 13.9. Appendix I: Commonly Used Relationship Designators
    • 13.10. Appendix J: Diacritics
    • 13.11. Appendix K: Record Match Sets
    • 13.12. Appendix L: Merge/Overlay Profiles
    • 13.13. Appendix M: Search and Icon Formats
    • 13.14. Appendix N: Holdings Import Profile
    • 13.15. Appendix O: Item Statuses in Evergreen
    • 13.16. Appendix P: Shelving Locations
    • 13.17. Appendix Q: Circulation Modifiers
    • 13.18. Appendix R: Annual Deduplication Process
    • 13.19. Appendix S: "Needs Humans" Manual Deduplication Process
    • 13.20. Appendix T: Cataloging Reports
  • 14. Deduplication and Clean Up Projects
    • 14.1. Orphaned Bib ISBN Match deduplication

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