Page History

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Unit:  Cataloging

Date last updated: March 11 February 2, 20222024

Date of next review: February 2023(Voyager version of this procedure archived in the LTS shared drive)2025

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Items lacking usable LC-type call numbers and Items in non-book formats and microforms
Multivolumes and accompanying materials
Items Rejected from Fastcat for other reasons
Final steps
LTS Conventions

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1. In OCLC, verify that the bibliographic record matches the item in hand (including format) using LC/PCC-PS for 0. 0 specifically the section called “Determining Number of Records.” If the record does not match,   route it to original cataloging. If in doubt, consult a cataloging supervisoran original record needs to be created.
2. Scan the bibliographic record for mistakes in tags or filing indicators, and typographical errors. Correct only obvious mistakes which would affect access. Consider the cataloging rules under which the record was created (e.g., AACR2, RDA) when determining if something is truly an error. Err on the side of not making changes if there is judgment involved.
3. Do Verify access points and perform authority searching for additional headings access points if needed, consulting original cataloger as appropriate.
4. If there is no LC call number in the OCLC bib record, if there is only a series classed call number which we will not be using, or if the call number in OCLC is noticeably incorrect, you may add the LC call number we will be using. The 050 is repeatable in OCLC; use first indicator blank and second indicator 4. Do not delete any existing call numbers in the OCLC record.
5. If you add or update any fields, you must replace the OCLC record in order for these changes to be imported to FOLIO. Do not delete any fields unless they are truly erroneous. If in doubt, consult an original cataloger a cataloging supervisor before making changes to the OCLC record.
6. OCLC will automatically add |dCOO to the 040 field if you make any changes to (replace) the record.
7. In FOLIO, import the record.
8. Edit the Instance data to add a cataloging date and instance status.
9. Copy the LC call number from the Classification element in the instance.
10. View Holdings. Select Actions → Edit.
11. Select the appropriate call number type, and paste the call number from the instance (or type the call number) based on  LTS Conventions for the location in question (e.g. LC-type call number, accession number, etc.)
12. Add the appropriate statistical notes for cataloging. (see Inventory: Cataloging workflow FOLIO documentation for more information)Follow the standard cataloging workflow in FOLIO, coding statistics for copy cataloging.

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1. In OCLC verify that the bibliographic record matches the item in hand (including format), using LC/PCC-PS for 0.0 specifically the section called “Determining Number of Records.”  If the . If the record does not match,   route it to original cataloging. an original record needs to be created.
2. Scan the OCLC bibliographic record for mistakes in tags or filing indicators, and typographical errors. Be alert for additional bibliographic information appearing in later volumes that may not have been included in the bibliographic record at the time of original cataloging, for example -- a change in editor or publisher in subsequent volumes. Additional 260 or 264 fields may be on records, particularly PCC records, reflecting imprint variations with a first indicator of 3 being the most current. 500 notes reflecting imprint variations are still acceptable.
3. If the multivol was originally cataloged as a monograph, do not convert the record in OCLC to a multivol record. If no multi-vol record is found in OCLC, derive a new record for the multivolume work and add the new record to OCLC using Produce and Update Holdings.
4. Do Verify access points and perform authority searching for additional headings, consulting original catalogers as appropriate. access points if needed.
5. OCLC will automatically add |dCOO to the 040 field if you make any changes to (replace) the OCLC record.
6. In FOLIO, import the record.
7. If necessary, delete any undesirable elements in the underlying MARC record using quickMARC. These might include foreign language subject headings, multiple 029 fields, foreign and non-functional 856 fields, 015, 016, 029, 049, 938, and 994, for example.
8. Edit the Instance data to add a cataloging date and instance status.
9. Copy the LC call number from the Classification element in the instance.
10. View Holdings. Select Actions → Edit.
11. Select the appropriate call number type, and paste the call number from the instance (or type the call number) based on  LTS Conventions for the location in question (e.g. LC-type call number, accession number, etc.)Follow the standard cataloging workflow in FOLIO,
12. Add holdings statements in holdings records and enumeration to item records as appropriate.
13. Add the appropriate statistical notes for cataloging. (see Inventory: Cataloging workflow FOLIO documentation for more information)

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