PINES Cataloging Manual

• About

PINES Cataloging Policies

• PINES Catalogers: Definitions and Requirements
• Copy Cataloging Policies
• Original Cataloging Policies
• Required Attendance at Applicable PINES Training Sessions
• Non-compliance with PINES Cataloging Policies
• Bibliographic records in PINES: Sources, ownership, and other polices
• PINES Copy Cataloging Policies for Multipart Works
• Cataloging Functions in Multi-Site Library Systems
• Updating Holdings Information in OCLC
• Sources for Cataloging Standards
• Authority Control Project
• Cataloging Contacts
• Cataloging FAQ

Outsourcing cataloging: Policies and procedures for PINES libraries and their vendors

• Outsourcing Policies: Cat1 functions - Copy and original cataloging
• Vendor Evaluation Procedure for Copy and Original Cataloging for PINES
• Current PINES Approved Vendors
• Vendor Specifications for Copy and Original Cataloging for PINES
• Vendor Requirements for Outsourced Cataloging for PINES Libraries

Copy Cataloging Procedures

• Copy Cataloging Procedures

Original Cataloging Procedures

• Local RDA Guidelines for Core Elements in Original Cataloging
• Guidelines for creating bibliographic records in the PINES Database

• Original Cataloging with RDA: Book Format
  • Introduction
  • Guidelines for Transcription
  • Source of Information guidelines
  • Fixed Fields
  • 007 Field
  • Resource Identifiers
  • Other 0xx Fields
  • Access Points for Creators
  • Preferred Title
  • Title
  • Statement of Responsibility
  • Edition Statement
  • Publication Statement
  • Dates
  • Coding publication dates: a summary
  • Physical Description
  • Describing Carriers
  • Series Statements
  • Notes
  • Subject Access Points
  • Name and Title Added Entry Fields
  • Ending punctuation
  • Authority Control
  • Creation & Use of Constant Data in OCLC’s WorldCat
  • Creating New Records in OCLC
  • References

PINES Evergreen Manual

• Basics
• Searching
• Adding and maintaining Volumes and Copies
• Creating and using Statistical Categories
• Holdings templates
• The Holdings Editor
• The Z39.50 Interface
• Age Protection
• Item alert messages and item notes
• Transferring Volumes and Items
• Overlaying Bibliographic Records
• Merging Bibliographic Records
• Item Buckets
• Record Buckets
• Cataloging Functions in Item Status
• Pre-Cats: Adding Brief Title Records to the PINES Database
• Processing Interlibrary Loan Items in PINES
• Marking Items Discard/Weed
• Deleting Holdings in OCLC
• Cataloging E-Resources in PINES
• Multi-part functionality in PINES
• PINES Copy Cataloging for Multipart Works
• Database Maintenance

Item Statuses and Circulation Rules

• Item statuses
• PINES Circulation Matrix
• PINES Circulation Modifiers

Spine Label Printing

• Spine Label Printing

Other

• Inventory Using Existing Evergreen Functionality
• Strategies for a Quality Database
• Correcting items in Kid's Catalog
• Cataloging Talking Book Players
• Holds White Paper