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cat:qualifications [2020/02/19 19:34] – [Original Cataloging] ehardycat:qualifications [2024/03/01 15:34] (current) tlittle
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 +====== PINES Catalogers: Definitions and Requirements ======
  
-====== Qualifications and Training for PINES Catalogers ======+There are three types of catalogers in PINES: Cataloging Coordinator (CatCoord), Cat1, and Cat2. There is no limit to the number of Cat1 or Cat2 catalogers a library system can have; however, a system must have at least one Cat1 cataloger and only one CatCoord (which can be the same person).
  
 +===== CatCoord =====
  
-==== Copy Cataloging ====+The Cataloging Coordinator (<color #008080>**CatCoord**</color>) supports system cataloging staff by creating workstations, running reports, and creating system and branch shelving locations. CatCoords are the main library system contact for cataloging and should be the person, along with the director, that is responsible for cataloging quality for the system, whether in-house or vendor. The coordinator also conducts or oversees all training for new system Cat2 catalogers, or designates a system Cat1 to do so.
  
-Copy cataloging is the process of using and editingif required, an existing bibliographic record for work in hand. Editing is restricted to corrections and additions to the information in the record. In PINES, there are two types of copy cataloging. The first type is when CAT1 or CAT2 catalogers discover and use a matching record within the PINES database to attach their library holdingsCAT1 catalogers can edit the bibliographic record for missing or incorrect information, following PINES cataloging specifications. The second type is when a CAT1 cataloger discovers a matching existing record in the OCLC WorldCat (OCLC hereafter) database and imports it into the PINES databaseThe record can also be edited for missing or incorrect information, preferably in OCLC for those accordingly trained. The CAT1 then attaches library holdings or passes it to a CAT2.+Designated by the library system directorthere is one CatCoord per system who should be trained as Cat1 and be a working cataloger so that they can be readily available to assist any other cataloging staff and provide more efficient access to key functional areasThe PINES team understands that in some systems, the CatCoord will be the sole cataloging staff personA library system can have multiple Cat1s and Cat2s but only one CatCoord.
  
-A CAT1 has the highest cataloging authorization to work with bibliographic records at each PINES library system. CAT1 status is granted only after mandatory training by the PINES Cataloging Specialist. If there is a cataloging staff change in a PINES library, it is the library director’s responsibility to notify the PINES Cataloging Specialist of the change so that training can be done as soon as possible. Each library system should have 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 arranges and conducts or oversees all training for new system (CAT2) catalogers.+<note important>The Cat1 training will remain the responsibility of the PINES team and requirement to receive Cat1 permissions.</note>
  
-Catalogers with CAT2 authorization are restricted to addingdeletingor editing volume and copy information for their library systemsThey are expected to report any incomplete records or errors in bibliographic information on records to their cataloging coordinators for resolutionSystem cataloging coordinators are responsible for training CAT2s in PINES standards and local practices.+In order to be assigned permissions to be a CatCoorddesignated Cat1s must complete the **[[https://my.nicheacademy.com/pines/course/50582|PINES CatCoord Certification]]**composed of online tutorials about the maintenance of workstations, shelving/copy locations, and quick reportsAll five parts of the course need to be successfully completed to receive certificationAfter completing the training and taking a short quiz, participants will receive a certificate to show that they have successfully completed the course.
  
-All PINES CAT1 catalogers performing copy cataloging should:+<note important>Participants should email their completion certificate to the GPLS Helpdesk, with their director copied on the email, to request assignment of the CatCoord permission group.</note> 
 + 
 +Contact PINES cataloging staff for more information about training and cerification. 
 + 
 +CatCoord logins must be associated with the specific person and can be the personal card of the CatCoord or a secondary card assigned to them for cataloging. 
 + 
 +**All PINES CatCoord catalogers should** 
 + 
 +  * Understand how to register new workstations for themselves and other cataloging staff. 
 +  * Understand security concerns for workstation administration and learn the importance of understanding any local naming conventions established by LocalAdmina for their system. 
 +  * Understand how to create and maintain shelving locations for their system. 
 +  * Understand how to create and maintain reports in the Quick Reports interface. Further reports training would be up to the system directors and local administration staff. 
 +  * Create and maintain local Non-cataloged Types. 
 +  * Create and maintain local Item Statistical Categories. 
 +  * Understand all Cat1 and Cat2 requirements. 
 + 
 + 
 +===== Cat1 ===== 
 + 
 +A <color #008080>**Cat1**</color> 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. 
 + 
 +**All PINES Cat1 catalogers performing copy cataloging should**
  
   * Understand and interpret MARC records.   * Understand and interpret MARC records.
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   * Search the PINES bibliographic database efficiently and accurately.   * Search the PINES bibliographic database efficiently and accurately.
   * Use the Z39.50 interface in Evergreen to search OCLC and import and edit matching records.   * Use the Z39.50 interface in Evergreen to search OCLC and import and edit matching records.
-  * Search OCLC using the Connexion Client efficiently.+  * Search OCLC using the Connexion Client efficiently and accurately.
   * Edit records as needed according to PINES established standards.   * Edit records as needed according to PINES established standards.
   * Search WebDewey efficiently to verify and assign call numbers.   * Search WebDewey efficiently to verify and assign call numbers.
-  * Use the Transfer functions for transferring holdings from poor or wrong records to better records.+  * 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.   * Merge duplicated records within the PINES database.
-  * Overlay a poor record or an Encoding Level (ELvl): K record with a better OCLC record.+  * Overlay a poor record, a nonOCLC 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.   * Understand local practices and procedures for assigning call numbers, shelving locations, and other local cataloging decisions.
-  *All PINES catalogers should subscribe and stay on the PINES-cataloging list. Please subscribe at [[http://libmail.georgialibraries.org/mailman/listinfo/cat-l|CAT-L -- PINES Cataloging Discussion List]].+  * Understand all Cat2 requirements.
  
 +**All PINES Cat1s performing original cataloging should**
  
-All PINES CAT2 catalogers performing copy 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 ===== 
 + 
 +Catalogers with <color #008080>**Cat2**</color> 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.   * Understand and interpret MARC records.
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   * Search WebDewey efficiently to verify and assign call numbers.   * 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.   * Understand local practices and procedures for assigning call numbers, shelving locations, and other local cataloging decisions.
-  * All PINES catalogers should subscribe and stay on the PINES-cataloging list. Please subscribe at [[http://libmail.georgialibraries.org/mailman/listinfo/cat-l|CAT-L -- PINES Cataloging Discussion List]]. 
- 
- 
-==== Original Cataloging ==== 
- 
-Original cataloging is the creation of a new bibliographic record to represent the work in hand using national standards for bibliographic control.  
- 
-Training for original cataloging of monographic resources in OCLC is mandatory for all PINES catalogers except those with recent experience and illustrated proficiency in original cataloging using OCLC software and the WorldCat database. CAT1 copy catalogers wishing to perform original cataloging should arrange for training with the PINES Cataloging Specialist. CAT1 catalogers should have at least six (6) months experience in PINES copy cataloging or a demonstrated competency in copy cataloging, before requesting original cataloging training. 
- 
-The PINES Cataloging Specialist reserves the right to confirm or test a copy cataloger’s competency prior to agreeing to original cataloging training. The Cataloging Specialist may require additional experience or training in copy cataloging for catalogers lacking proficiency.  
- 
- 
-If a PINES library system without an original cataloger acquires materials needing original cataloging, they should contact the PINES Cataloging Specialist or the PINES and Collaborative Projects Manager for assistance. 
- 
-Currently, PINES offers original cataloging training for books, sound recordings, and visual material formats, the three dominant formats of resources throughout PINES member library systems. If a system needs to catalog a resource of any other format, the system’s head cataloger should ask the PINES Cataloging Specialist for additional training and/or assistance. 
- 
-After training is completed, the PINES Cataloging Specialist will review original records in OCLC by newly trained original catalogers for quality and accuracy until such time as the cataloger demonstrates proficiency. 
- 
-All PINES original catalogers 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. 
-  * Accurately and proficiently search the OCLC authority file for authorized forms of subjects and genre 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. 
- 
cat/qualifications.1582140891.txt.gz · Last modified: 2020/02/19 19:34 by ehardy