Cataloging Work Group

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

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

Bound-withs: Creating a Host Bibliographic Record

v1

APPROVED

Nov 2019

CCL Alma Cataloging Basics

v2

APPROVED

April 2020

Create a Set of All Bound-with Records

v1

APPROVED

Feb 2020

Deleting MARC Fields in OCLC Records

v1

APPROVED

Feb 2020

Deleting Network Zone Records Without Inventory from an IZ (Best Practice)

v2

approved

Mar 2020

Exceptions to Bibliographic Records in the Network Zone

v1

approved

April 2020

Fixing Broken Bound-with Links in Migrated Records

v1

APPROVED

April 2020

Host Bibliographic Record Suppression

v1

APPROVED

Feb 2020

Management Tags

v2

approved

Feb 2020

Match Methods

v1

IN PROCESS

Aug 2019

Migration of Local Data

v1

Approved

Feb 2020

Merge Methods

v2

approved

Feb 2020

Network Zone Normalization

v2

approved

Feb 2020

OCLC Connexion - Alma Export Integration for Network Zone

v1

IN PROCESS

Feb 2020

Overlaying Bibliographic Records in Alma NZ (Procedures)

v2

approved

Oct. 2020

Publishing to OCLC

v3

approved

Nov 2019

Sample Repository Import Profile

v2

Approved

Feb 2020

Shared Import Profiles / Normalization Rules Naming Convention

v2

approved

April 2020

Suppression of Records

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

Hiding non-LC Subject Headings

See updates in Instructions for LCSH Changes below

v1

APPROVED

Nov 2019

Hiding non-LC Subject Headings (text file)

See updates in Instructions for LCSH Changes below

v1

APPROVED

Feb 2020

Merge Rules, Comparison of

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

Connexion for libraries.pdf

Feb 2020

Deleting MARC Fields in OCLC Records

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

Retaining and Deleting MARC Fields in OCLC Records Policy

Dec 2019

Cataloging at the WorldCat Level

 

 

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)

 

 

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

Date

Topic and Link

FAQs

Date

Resource

Date

Resource

Normalization Rule to Hide Non-LC Subject Headings

Normalization rule to hide non-LC subject headings.pdf

Hiding non-LC Subject Headings (text file)

SubjectDisplayField_ShowLCSHonly.txt

Cataloging Webinar Slides

https://docs.google.com/presentation/d/1Ur78aeqqWuNHnFbj2qoCBcFkpvaAiblk4JnkohuPmIg/edit?usp=sharing

Cataloging Webinar Recording

https://cccconfer.zoom.us/recording/share/hFLo9o9ftehmBwx7J5Qcf1L_gt9qEf8XYMwrTqOYzbWwIumekTziMw

LSP Cataloging Listserv

https://listserv.cccnext.net/scripts/wa-cccnext.exe?SUBED1=LSP-CATALOGING&A=1

LSP Canvas Discussion Board

https://ccconlineed.instructure.com/courses/3671/discussion_topics

CCL Alma Cataloging Basics

CCL Alma Cataloging Basics.pdf

Sample Repository Import Profile

Sample Repository Import Profile.pdf

ExL CalComm Quick Cataloging

CalComm Quick Cataloging.pdf

OCLC Reclamation Timeline

Cataloging_ OCLC Reclamation Project Update.pdf

OCLC Reclamation Letter

OCLC Reclamation Letter.pdf

OCLC Reclamation Instructions

Reclamation Instructions.pdf

Migration of Local Data

Cataloging_ Migration of Local Data .pdf

Comparing ILS & WorldCat Records

Comparing ILS and WorldCat records.pdf

Galileo (GIL - Georgia)

https://sites.google.com/view/g3almatraining/cataloging

TRAILS

https://trailsmt.org/trails-cataloging/

CSU

https://calstate.atlassian.net/wiki/spaces/ULMST/pages/61112885/Policies+Best+Practices+Procedures

Orbis Cascade

https://www.orbiscascade.org/new-staff-training-group-for-resource-management/

Harvard Wiki

https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/Resource+Management+Quick+Start+Guide

Vanderbilt University

https://researchguides.library.vanderbilt.edu/ld.php?content_id=43240280



Work Group Members

 

 

 

 

 

Meeting Information 

October 24, 2018

November 7, 2018

November 29, 2018

January 16, 2019

February 6, 2019

February 27, 2019

March 6, 2019

March 27, 2019

April 24, 2019

May 22, 2019

June 12, 2019

September 25, 2019

October 9, 2019

October 23, 2019

November 13, 2019

December 11, 2019

January 22, 2020

February 26, 2020

March 26, 2020

April 22, 2020

May 27, 2020

September 16, 2020

October 6, 2020

November 10, 2020

December 8, 2020

  • Meeting Notes

February 02, 2021

February 23, 2021

March 09, 2021

April 13, 2021