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PINES Cataloging Manual

PINES Cataloging Policies

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

Copy Cataloging Procedures

Original Cataloging Procedures

PINES Evergreen Manual

Item Statuses and Circulation Rules

Spine Label Printing

Other

cat:qualifications

PINES Catalogers: definitions and requirements

There are two types of catalogers in PINES: CAT1 and CAT2. There is no limit to the number of each type of catalogers a library system can have; however, a system must have at least one CAT1 cataloger.

All PINES catalogers should subscribe and stay on the PINES-cataloging list. Please subscribe at CAT-L -- PINES Cataloging Discussion List.

Best Practice is for all PINES catalogers to also subscribe and stay on the PINES General Discussion List. Please subscribe at PINES-L: PINES General Discussion List

CAT1: definition and requirements

A CAT1 has the highest cataloging authorization to work with bibliographic and holdings records. CAT1 permissions allow a cataloger to import, edit, overlay, merge, and delete bibliographic records and add, edit, transfer, and delete library holdings information. CAT1 status is granted only after mandatory training by the PINES Cataloging Specialist.

If there is a staff change in a PINES library that will leave the library system without a CAT1 cataloger, it is the library director’s responsibility to notify the PINES Cataloging Specialist of the change so that training can occur as soon as possible.

Each library system should have a CAT1 serving as a cataloging coordinator that oversees and is responsible for (along with the system director) cataloging for the library, whether in-house or vendor. The coordinator also conducts or oversees all training for new system CAT2 catalogers.

All PINES CAT1 catalogers performing copy cataloging should

  • Understand and interpret MARC records.
  • Have knowledge of and follow RDA standards.
  • Have knowledge of and follow established PINES matching criteria for all major formats (such as books, sound recordings, and video materials).
  • Search the PINES bibliographic database efficiently and accurately.
  • Use the Z39.50 interface in Evergreen to search OCLC and import and edit matching records.
  • Search OCLC using the Connexion Client efficiently and accurately.
  • Edit records as needed according to PINES established standards.
  • Search WebDewey efficiently to verify and assign call numbers.
  • Understand Evergreen cataloging functionality and related circulation and acquisitions functions.
  • Use Evergreen transfer functions for transferring holdings from poor or wrong records to better records.
  • Merge duplicated records within the PINES database.
  • Overlay a poor record or an Encoding Level (ELvl): K record with a better OCLC record.
  • Understand local practices and procedures for assigning call numbers, shelving locations, and other local cataloging decisions.

All PINES CAT1s performing original cataloging should

  • Accurately perform descriptive cataloging according to MARC21, RDA, and PINES standards.
  • Accurately perform classification analysis to assign Dewey Decimal Classification numbers.
  • Accurately perform subject analysis to assign Library of Congress Subject Headings and genre form headings.
  • Establish name headings (access points) and search the OCLC authority file to confirm authorized forms of those names for use in the bibliographic record.
  • Accurately and proficiently search the OCLC authority file for authorized forms of subjects and genre headings.

CAT2: definition and requirements

Catalogers with CAT2 authorization are restricted to adding, deleting, or editing volume and item information for their library systems. They are expected to report any incomplete records or errors in bibliographic information to their cataloging coordinators for resolution. System cataloging coordinators are responsible for training CAT2s in PINES standards and local practices.

All PINES CAT2 catalogers performing copy cataloging should

  • Understand and interpret MARC records.
  • Have knowledge of and follow RDA standards.
  • Have knowledge of and follow established PINES matching criteria for all major formats (such as books, sound recordings, and video materials).
  • Search PINES efficiently and accurately.
  • Search WebDewey efficiently to verify and assign call numbers.
  • Understand local practices and procedures for assigning call numbers, shelving locations, and other local cataloging decisions.
cat/qualifications.txt · Last modified: 2022/03/25 11:59 by ehardy