Each item in the catalog is linked to a bibliographic record. This record contains detailed information about the item. You can also perform a number of actions from a bibliographic record.

Access an item’s bibliographic record by finding the item in the Staff Catalog, then selecting the item’s title or cover image.

You may also access an item’s record by clicking its title any time it is hyperlinked, such as on a patron’s account or on the Item Status page.

There may be multiple records for a given title if the title has multiple editions, formats, or publishers in your catalog. Differences in cataloging practices between libraries could also result in multiple records for the same title.

The top panel in a record is the Record Summary. This contains the following information:

• Format: The type of item, such as book, DVD, or large print book. This appears above the cover image.
• Cover Image: Image of the cover of the specific version of the item on this record. Note that clicking the cover image will open the image file in your browser.
• Title: The title is a hyperlink. Selecting the title will direct you to the record with no other information in the URL. This is useful for sharing the record.
• Author: The author’s name exactly as it appears in the MARC record.
• Bibliographic Call Number: This is pulled from the MARC record, so it may different from any call number used in your library or consortium.
• Edition
• Publication Date
• Record Owner
• TCN: Title Control Number
• Database ID
• Created On Date
• Created By User: The user’s Evergreen account is linked here.
• Last Edited By User: The user’s Evergreen account is linked here.
• Last Edited On Date

Select the caret (^) icon in the top-right corner of the Record Summary to collapse the record summary panel. Only the Title, Edition, TCN, and Created By user will be shown. Select the icon again to expand the record summary panel.

If you accessed the bibliographic record through a search, you can navigate to the records for other results from your search directly from this record. Use the buttons below the Record Summary to the left to navigate your search results.

The following buttons are available:

• Start: View the record for the first search result.
• Previous: View the record for the search result before this one.
• Next: View the record for the search result after this one.
• End: View the record for the last search result.
• Back to Results (# / #): Return to the search results page. The first number indicates the position of the current record in the search results. The second number indicates the total number of results.

Action buttons are located below the Record Summary to the right.

You can perform the following functions:

• Patron View: The record will open in the patron catalog (OPAC) in a new tab. You will not be logged into Evergreen in this new tab. You must return to your staff tab to continue using staff features.
• Place Hold: The Place Hold screen will appear in the current tab. You may place a title- or part-level hold. Select Return to return to the record.
• Add Holdings: The Holdings Editor for the current record will open in a new tab. Users with the appropriate permissions can begin the process of adding a new holding (item).
• Serials: Serials are currently not used in PINES.
• Mark For…: A dropdown menu opens with the options Conjoined Items, Overlay Target, Title Hold Transfer, Holding Transfer, and Reset Record Marks. Catalogers primarily use these to complete a variety of cataloging tasks. Circulation staff may use the Title Hold Transfer option to transfer a hold to a different hold request while preserving the other hold details. Reset Record Marks removes all marks.
• Other Actions: A dropdown menu opens with the following options:
  • Add To Bucket: The Add Item # to Bucket window opens. You may add the record to an existing, new, or shared record bucket.
  • Add To Carousel: The Add to Carousel window opens. You may add the record to an existing carousel or create a new carousel.
  • Upload Cover Image: The Upload Cover Image window opens. You may upload a cover image for the current record.
  • View/Place Orders: The Line Items Related to Bib Record page in the Acquisitions module opens in a new tab.

The Record Views appear below Results Navigation and Record Actions buttons. The Item Table tab is selected by default.

To change the tab that is selected by default, navigate to the tab of your choice, then select the Set Default View button located above the tabs to the right of the page.

The Staff View tab contains information from the MARC record in a human-readable format. It includes title, author, edition, publisher, type of resource, physical description, ISBN, hold and copy counts, subjects, genre, and formats and editions information. Selecting any of the hyperlinked information will run the appropriate search.

The Item Table tab displays a table of all holdings related to the record.

A few notes:

• The table is organized alphabetically by library.
• If a preferred library is not set for the workstation, only items in the library chosen in the Library Selector will be shown.
• If a preferred library is set for the workstation, items in that library will appear in the list when available, but may not be at the top.
• Some columns in this table contain links that will let you complete the indicated actions.

For a more detailed view of holdings with the ability to use actions, see the Holdings View tab.

The MARC Edit tab allows users with appropriate permissions to modify fixed fields and tags in the MARC record.

This tab allows users to pick between the Enhanced MARC Editor and the Flat Text Editor.

Use the MARC View tab for a printer-friendly version of the MARC record.

The MARC View tab shows a non-editable version of the MARC record. This tab can give users quick access to basic information about a title, but the Staff View tab may be more useful.

You may print the MARC record from this tab by selecting the Print Page button located to the left of the page below the record views list.

The Record Notes tab allows users with appropriate permissions to keep notes on a record. This may be useful when a record is under review.

To create a new note:

1. Select New Record Note below the record views list.
   
2. The Record Editor: Bib Record Note window opens. Enter your note in the Note text box and select Save. All other information is generated automatically. Your note is added to the table.
   

To delete a note:

1. Select a note from the list by checking the checkbox to the left of the note. You may select multiple notes, or select the checkbox at the top of the table to select all notes.
2. Select the Actions button located below the record views list. It is the first button to the right of the New Record Note button.
3. Select Delete Selected. The selected note is deleted.

To change what information is displayed in the table, see more results, and select other options, see Grid Options.

The View Holds tab lists all holds on the record. The total number of holds on a record is displayed below the record views list to the left of the page.

Select a library from the Pickup Library menu to filter the holds by pickup library. By default, this is the library selected in the Library Selector.

To perform an action on a hold:

1. Select a hold by checking the checkbox to the left of the hold. You may select multipe holds, or select all holds in the list by checking the checkbox at the top of the table.
2. Select the Actions button located below the record views list. It is the left-most button in the group of buttons to the right of the page.
3. Select an action from the list. Some common actions include Cancel Hold, Modify Hold, and Retrieve Patron.

The Monograph Parts tab allows users with the appropriate permissions manage parts associated with a record. Go to Managing Part Labels to learn more about updating monograph parts.

The Holdings View tab displays detailed item and call number information. It also allows users with appropriate permissions to perform actions on holdings.

To perform actions from the Holdings View:

1. Select the appropriate library in the Holdings Maintenance menu that appears below the record views list. The table will update to reflect your selection. The library chosen in the Library Selector will be chosen by default.
2. Check or uncheck the checkboxes below the Holdings Maintenance text box to match your preferences.
3. In the table, expand or collapse rows by selecting the arrows in the Location/Barcode column.
4. Select items by checking the checkbox on the left side of the item’s row.
5. Select an action from the Actions menu. This menu is the left-most button in the group of three butons to the right of the page above the table.

The Shelf Browse view displays tiles containing records for other items appearing before and after the selected record by call number.

Select Back or Next, located above and below the results to the left of the page, to view more results.

This staff catalog documentation was produced through a collaboration between Evergreen Indiana and the Evergreen Documentation Group in March 2024 (Attributes: Copyright © 2008-2018 Evergreen Indiana; Copyright © 2009-2018 Evergreen DIG).