Cataloging (creating and updating records) should be performed in OCLC Connexion

See field usage guidelines for more details on Holdings and Item records

Checklist

Preconditions: a record has been created or identified and updated if needed in OCLC


Importing a record

  1. In OCLC Connexion, Copy the OCLC record number (Edit→Cut Copy Paste→Copy Control Number or Right-click→Copy Control Number or CTRL+T)
  2. In Inventory, navigate to the existing record
    1. See Importing and Overlaying documentation for how to create a new record if needed
  3. In the right pane Actions menu, select "Overlay"
  4. Paste the OCLC number into the box
  5. Select "Import"
  6. Verify that the newly created record has the correct OCLC number


1.




Instance data

  1. In the right pane Actions menu, select "Edit" to edit the instance data

  2.  In the Administrative Data section enter today's date in the Cataloged date field;
    and select Cataloged in the Instance status term menu

  3. Also in Administrative Data, create a new Administrative data note and enter your statistical tracking information (use macros to enter this text). (See Recording Statistics)

  4. Save and close the instance record


Holdings data

  1. View holdings → Actions → Edit
  2.  In the Administrative Data section verify/add the holdings type
  3. In the Location section verify/add the permanent location;
    enter the call number, including the call number type
  4. In the Holdings Details section add holdings statements and/or notes if needed
  5. Select save and close


Item data

  1. Open the existing item record, or create a new one if needed
  2. In the Administrative Data section, enter (or verify) the barcode
  3. In the Item Data section verify/select the appropriate material type
  4. In the Loan and Availability section verify/select the appropriate loan type
  5. In the Item Notes section add notes if needed
  6. Select Save and close