Cataloging Work Group

Cataloging Work Group

As of 7/1/21 we have moved websites. Please visit us at our new site for up-to-date LSP information: https://caccleague.libguides.com/LSP

Charge 

The Cataloging work group is responsible for proposing policies related to cataloging, assisting in the development of cataloging workflows, and assisting in the development of training for those cataloging in the new shared environment.

Goals

  • To propose policies related to cataloging

  • To assist with the development of workflows for cataloging

  • To assist with the development of training in conjunction with the Professional Development Work Group

  • To report to the LSP Governance Committee and the field at-large on a regular basis

2019-2020 Objectives

  • Draft policies (required), best practices (operational) and recommendations (suggested, but not necessarily operational)

  • Create best practices for copy cataloging

  • Create best practices for original cataloging

  • Draft Network Zone policies in conjunction with the ERM/Acquisitions Work Group

  • Draft a basic manual for cataloging workflows and procedures

Policies

Date

Policy

Version

Status

Date

Policy

Version

Status

Mar 2020

v3

APPROVED

June 2020

Bound-withs

v3

approved

Dec 2019

v2

APPROVED

Mar 2020

v2

APPROVED

Mar 2020

v2

APPROVED

Mar 2020

Primary Bibliographic Utility

v2

APPROVED

Mar 2020

v2

APPROVED

Nov 2020

Network Zone Task Force Report to Cataloging Workgroup

 

IN PROCESS

Best Practices

Date

Best Practice

Version

Status

Date

Best Practice

Version

Status

Feb 2020

Alma Daily OCLC Bib Record Updates and OCLC WorldShare Collection Manager

v1

IN PROCESS

April 2020

v1

APPROVED

Nov 2019

v2

APPROVED

April 2020

Create a Set of All Bound-with Records

v1

APPROVED

Feb 2020

v1

APPROVED

Feb 2020

v2

approved

Mar 2020

v1

approved

April 2020

Fixing Broken Bound-with Links in Migrated Records

v1

APPROVED

April 2020

v1

APPROVED

Feb 2020

v2

approved

Feb 2020

Match Methods

v1

IN PROCESS

Aug 2019

Migration of Local Data

v1

Approved

Feb 2020

v2

approved

Feb 2020

v2

approved

Feb 2020

OCLC Connexion - Alma Export Integration for Network Zone

v1

IN PROCESS

Feb 2020

v2

approved

Oct. 2020

Publishing to OCLC

v3

approved

Nov 2019

v2

Approved

Feb 2020

v2

approved

April 2020

v2

approved

Feb 2020

WorldCat (OCLC) Search External Resources for Network Zone Configuration

v1

IN PROCESS

Recommendations

Date

Recommendation

Version

Status

Date

Recommendation

Version

Status

Nov 2019

See updates in Instructions for LCSH Changes below

v1

APPROVED

Nov 2019

See updates in Instructions for LCSH Changes below

v1

APPROVED

Feb 2020

v2

APPROVED

OCLC Reclamation Project

Date

Resource

Date

Resource

May 2020

Meeting Recording (from Webinar May 20, 2020)

April 2020

OCLC Reclamation Instructions

April 2020

OCLC Reclamation Letter from Jessica Hartwigsen

May 2020

OCLC Reclamation Reports (from Webinar May 20, 2020)

Aug 2019

OCLC Reclamation Timeline

Oct. 2020

Publishing to OCLC v.3 LIVE LINK UPDATED

Oct. 2020

Publishing to OCLC PowerPoint Slides

May 2020

Questions for Reclamation Webinar (May 20, 2020)

May 2020

Scan / Deletes (from Webinar May 20, 2020)

June 2020

Synchronize Holdings between OCLC and Alma

Aug 2020

Add OCNs to Reclamation Matches/Link records to NZ

Upon careful review of the previous procedures, and with some additional information from OCLC, it became apparent that 1) we should be using the xrefrpt.txt file for the import to add OCLC control numbers, 2) the import profile will need some adjustments, and 3) for the import to work, the existing Alma records must first be unlinked from the NZ

OCLC

Date

Resource

Date

Resource

Feb 2020

Alma Daily OCLC Bib Record Updates and OCLC WorldShare Collection Manager

 

Connexion Configuration to Remove 029 and other fields before import:

Fields to Delete On Export - Field Export Options

 

April 2020

Cataloging Resources for those new to OCLC:

Support and Training

Connexion Documentation & Training

Metadata Quality

Cataloging Documentation

Bibliographic Formats & Standards (BFAS)

Full, Minimal & Abbreviated-Level Cataloging

Quality Assurance & Member Capabilities

Brief Guidelines for Editing & Replacing WorldCat Master Records

RDA Policy Statement

Provider-Neutral Cataloging

Configuring OCLC Connexion to Communicate with Alma

Publishing to OCLC - instructions

Feb 2020

Feb 2020

Feb 2020

OCLC Connexion - Alma Export Integration for Network Zone

Oct. 2020

Publishing to OCLC

Feb 2020

WorldCat (OCLC) Search External Resources for Network Zone Configuration

Feb 2020

Dec 2019

 

 

Resources from CCC Libraries

Date

How-to Guides / Directions / Work Flows / Helpful Tips (CCC Library)

 

Instructions for LCSH Display and Terminology Changes

Date

Guides and Directions

Date

Guides and Directions

Feb 2021

Proposal to Governance Committee - Option selected: Prioritize the User Experience

Feb 2021

Instructions to Add Subject Display Rule to Change Terms Related to Undocumented Immigrants

Feb 2021

Options for Subject Display Changes:

Transform Non-Citizen Terms Only

Transform Non-Citizen Terms and Display LC Subjects Only

Transform Non-Citizen Terms, Display LC Subjects Only, and Hide 653 Subjects (uncontrolled vocabularies)

 

 

Open Office Hours Every Third Tuesday at 3:00 - Zoom Room Link

Questions? Complete this Form and Cat Workgroup member will get back to you ASAP!

FAQs

Date

Resource

Date

Resource

Feb 2020

Nov 2019

Oct 2019

Feb 2019

 

 

Date

Resource

Date

Resource

Feb 2020

Nov 2019

Oct 2019

Feb 2019

Feb 2019

Normalization Rule to Hide Non-LC Subject Headings

Normal

Hiding non-LC Subject Headings (text file)

Cataloging Webinar Slides

Questions? Contact Amy Beadle, Project Lead at abeadle@ccctechcenter.org