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Cataloging and Metadata Services Unit: CMS Unit Training

Standards, policies, and training materials for the Cataloging and Metadata Services Unit at Loyola Notre Dame Library.

Training: USMAI

The University System of Maryland & Affiliated Institutions (USMAI) is a consortium of 17 member libraries that share a common integrated library system (ILS) and participate in shared purchasing programs. 

The Cataloging & Metadata Unit often refers to the USMAI staff site for resources regarding the shared ILS. The USMAI Cataloging, Database Maintenance Community of Interest works together to create documentation that governs our use of the ILS.  We also communicate issues to each other using the Cataloging Problem Submission form.

USMAI allows you to join Communities of Interest listservs to keep up with recent news and problems that could affect multiple people. At the very least, C&M Unit members should join the Cataloging, Database Maintenance listserv.

We also frequently use the USMAI Consortial Library Applications Support (CLAS) team for technical support such as extracting bibliographic data, running reports, and batch changes. We submit requests to CLAS using AlephRX.

Training: EAST

The Eastern Academic Scholars' Trust (EAST) is a shared print initiative involving academic and research libraries in New England, New York, Pennsylvania and Maryland.  EAST is focused on retaining unique, scarcely held and frequently used scholarly monographs and serials in support of scholarship, research and teaching.  EAST member libraries commit to retain agreed upon titles in their local collections for a minimum of 15 years and make those titles available to other EAST members, allowing these libraries to consider weeding and deselection of titles locally in order to free up space for new and innovative library services.

EAST manages a retention database to identify which libraries have committed to retain which titles.

Here is an example of a catalog record with an EAST holding statement: http://catalog.umd.edu/docno=000261610. Click 'Holdings.'

Training: Records and MARC

Reading Catalog Records

There are three types of catalog records: bibliographic, holdings, and item.

Aleph cataloging record hierarchy

You’ll notice there are two parts of a record. The left side has a list of numbers, called MARC fields. Each MARC field contains data about the resource. For example, MARC field 100 contains the author. You will not have to memorize any of these numbers or what they mean! Just know that sometimes, we may ask you to edit information in a specific MARC field, and we’ll give you all the information you need to do this.

Bibliographic Records

A bibliographic record is a type of record describing a resource. It answers questions like, “What is the title?” “When was it published?” “Who are the creators?”

Bibliographic records are created to represent a resource in an online search. Patrons can’t look through every book in the library to find the one they want, right? So librarians provide representations of those books by summarizing the data in a bibliographic record. This allows patrons to narrow down their options and hopefully identify which resource they need, whether the library has it in the collection, and where to find it in the library.

Bibliographic records are often shared between libraries. You’ve seen an example of this in WorldCat: an international database with bibliographic records that represent library collections worldwide. Librarians use a standard called MARC to share bibliographic records and make library data computer-readable.

MARC

MARC stands for Machine Readable Cataloging and is a standard for encoding data so it can be read by computers (therefore, machine readable).

MARC data looks like this to a computer:

00985cam a2200289Ia 4500001000200000005001700002008004100019010001700060020001500077035002300092035000600115040002800121049000900149082001700158090002400175100002900199245009700228260004800325300005400373504005100427650004200478650005100520700002600571910001900597994001200616998006700628‑2‑20060925132923.0‑980824s1998    enkaf    b    001 0beng d‑  ­agb 98061412 ‑  ­a0571175406‑  ­a(OCoLC)ocm39748039‑  ­a2‑  ­aUKM­cUKM­dEMU­dBUF­dLOY‑  ­aLOYY‑04­a782.1092­221‑  ­aML410.J18­bJ35 1998‑1 ­aJana¿¿c¿¿kova¿¿, Zdenka.‑10­aMy life with Jana¿¿c¿¿ek :­bthe memoirs of Zdenka Jana¿¿c¿¿kova¿¿ /­cedited by John Tyrrell.‑  ­aLondon ;­aBoston :­bFaber and Faber,­c1998.‑  ­axviii, 278 p., [8] p. of plates :­bill. ;­c24 cm.‑  ­aIncludes bibliographical references and index.‑ 0­aComposers­zCzechoslovakia­vBiography.‑ 0­aComposers’ spouses­zCzechoslovakia­vBiography.‑1 ­aTyrrell, John,­d1942-‑  ­aCARL0000000001‑  ­a02­bLOY‑ 0­aLDR506 OCLC 00/01/03  12:31:48­bLDR506 OCLC 00/01/03  13:50:25‑

When a patron searches our online catalog for the above resource, the computer translates that long string into something the patron can read:

Title: My life with Janacek

However, that long string of numbers and letters isn’t exactly friendly to catalogers who have to edit the data. As a result, software was created to “read” the MARC and put it into a format that was easier for catalogers to understand.

MARC Fields

When you are cataloging, you’ll see something like this:

Marc tags

You’ll notice that MARC records have numbered tags on the left and data on the right. The numbered tags tell a cataloger what data to input. These are called MARC fields. For example, the 020 field always contains ISBN numbers.

MARC Indicators

MARC records also have indicators: the two numbers after the field number. For example, the 245 field has indicators 1 and 0. The first indicator means there is a primary author attached to the title; the second indicator means there are no articles (the, an, a) at the beginning of the title.

MARC indicators

Indicators have different meanings depending on the field. The 100 field has first indicator 1 and the second indicator is blank. This means the author name in the field is written surname first, followed by the author’s given name.

You won’t ever have memorize all of the indicators for all of the fields! Just know that indicators have meaning.

MARC Subfields

The record also contains subfields which contain more detailed data. For example, the 260 Imprint field has subfield b which specifically tells you the publisher of the item. Subfields are marked by symbols called delimiters. These look like little fences or pipes; alternatively some software uses dollar signs.

MARC subfields

MARC Headers

The last thing you need to know about are the MARC headers. These include basic information about the bibliographic record and the resource: for example, the level of cataloging (how complete is the data in the record?), the language of the resource, the dates relevant to the resource, etc.

In Aleph, these include the LDR and 008 fields. Right click on the field and open the form to edit these if you want to see what the codes stand for.

MARC Header

In OCLC, the header fields are abbreviated, so you have to look up that Ctry means Country of Publication.

Resources for Learning MARC

Here’s a tip: you don’t have to memorize MARC fields to catalog! Eventually, you’ll do it so often you’ll pick them up, but it’s always better to refer to the resources for accuracy rather than entering incorrect data.

You’ll find resources for MARC cataloging on the Cataloging References tab. A resource you should get familiar with is OCLC’s Bibliographic Formats and Standards. From the Cataloging and Metadata Blog under Staff Quicklinks, go to the OCLC heading and click on Bibliographic Formats and Standards.

This resource was created by OCLC, the international cooperative cataloging program. Basically, librarian Wikipedia for catalog records!

If you scroll down, you’ll notice the field numbers (0xx, 1xx, etc.). Another good thing to click on is the link to Fixed-Field Elements and 006. This will explain all of the codes in the OCLC header (ex. Ctry = Country of Publication). Use the sidebar on the left of the screen to search by OCLC header code.

Again, you never have to memorize anything as a cataloger, and trying to memorize can lead to mistakes. Always use resources like OCLC Bibliographic Formats and Standards to guide you when you catalog.

Training: The Cataloger's Environment

Training Exercise

1) Find the Aleph Live Cataloging Module on your computer. Open the module and make sure your login works by entering your username and password.

2) Find the OCLC Connexion client on your computer. Open the module and add your login information to the client by clicking Tools-->Options-->Authorizations and adding your authorization number, password, and your name. Set your authorization as the default for the client, then click okay. Test your authorization by clicking the login button at the top of the screen:

Log on to OCLC Connexion

3) Use the WorldShare Metadata Services link above to make sure your username and password work.

Training: Aleph 101

The image below provides terms referring to parts of the cataloging module.

Aleph Cataloging Module

The tabs refer to the four areas of the Cataloging module:

  • the cataloging editor tab: allows you to edit bibliographic and holding records
  • the item tab: allows you to edit item records
  • the task manager tab: allows you to download reports
  • the search tab: allows you to search for bibliographic records

Aleph Cataloging Tabs

Anything related to the cataloging editor will have the icon for the cataloging editor tab (looks like a piece of paper with a pencil).

Aleph cataloging tab

Anything related to item editing will have the item icon (looks like a book).

Aleph item tab

Training Exercise

Objective: Push records between Aleph cataloging and item tabs

Hint: hover your mouse over Aleph icons to see what they do

  1. Open an item record by entering the barcode 32425005445961 into the quick search on the item bar.
  2. Click on the cataloging editor icon on the item bar. This will take you to the cataloging editor, where you'll see the bibliographic record.
  3. Click the close record icon on the cataloging bar.
  4. In the quick search on the cataloging bar, enter the number 577824. This should open the bibliographic record for Margaret Mitchell's Gone with the wind letters, 1936-1949.
  5. Click the split editor mode icon on the cataloging bar.
  6. In the record manager, expand the plus sign next to MAI50. Double click on the word ITEMS. This should take you to the Item tab.
  7. Click the clear item icon on the item bar.
  8. In the item bar quick search, search for the call number E174 .P87 1995.
  9. Change the navigation pane view from Functional to Overview. On the right side of the screen, click the Cataloging button. This opens the record for A dictionary of American history in the cataloging editor.
  10. In the cataloging bar, click the icon close all records.
  11. In the quick search on the cataloging bar, enter the number 4179706. This should open the bibliographic record for Advancing the integrity of professional practice .
  12. In the record manager under MAI60, double-click HOL - LNDL EBLDD STA (). This opens the holding record attached to the bibliographic record.
  13. Click the close record icon on your cataloging bar. This should close only the holding record; the bib record should still be open.
  14. In the lower pane, select the tab 4. HOL Records. Select LNDL EBL DD, then click the Edit button. This should re-open the holding record.
  15. In the cataloging bar, click the icon close all records. This should close all open records in the cataloging editor.
  16. In the item bar quick search, search for the barcode 32425003025229.
  17. In the lower pane, click the tab 6. HOL Links. Select holding LNDL STACK, then click the Edit button to the right. This should open the holding record in the cataloging editor.
  18. Click the close record icon on your cataloging bar.

Training: Aleph Search

Training Exercise

Objective: Search for a bibliographic record using Advanced Search

Log in to the Aleph Cataloging module. Click on the Search Tab (the binoculars). Notice that the Find node is highlighted.
 
 
Click on the 1. Advanced Search tab. Search for Author: Smith and Sublibrary/Collection: LNDL STACK to identify items LNDL has in the Stacks collection that list an author with a name including the word “Smith”.
 
 
How many bibliographic records meet the criteria?

Captionless Image

 
Click the Show button to view the Brief List of records.
 
Note that the Show node is highlighted.
 
 
Use the Sort button to list the records by year ascending.
 
 
What is the oldest year in this set of records?
.
Click the Items button to find the item information for the oldest title in your Brief List.
 
 
Note that you switch to the Items tab.
 
 
How many items do we have for this title? (Count the items in the Items List) *


 

Multi-Base CCL Searching

Aleph search indexes allow you to use identifiers or indexed descriptive metadata to locate records. Aleph search indexes are listed on the USMAI staff site. You can search indexes in Aleph using the index code and "=". Search multiple indexes by connecting them using AND.

Open the Aleph cataloging module. In the search tab, select the Multi-base CCL Search.

Aleph cataloging search multi-base ccl

Example: Try searching WSC=LNDL STACK AND AUT=Smith

*Note: If you notice, the number of records returned for this search is less than the search for Authors(WAU) = Smith in the previous training exercise. Looking at what the different author indexes mean, why do you think this is?

Training Exercise

Objective: Search for a bibliographic record using Aleph Indexes and the Multi-base CCL Search

Open the Aleph Cataloging module.

Make sure MAI Global is selected. Use the Aleph Indexes to perform the following searches:

  • ISBN is 0805037594
    • What is the title of the record(s) found?
  • OCLC number is 794059666
    • What is the title of the record(s) found?
  • Sublibrary/collection is LNDL LOYAH and author is Hale
    • What is the title of the record found?
Training Exercise

Objective: Complete a multi-field Search

In the search tab's upper pane, select 3. Multi-field Search.

In Utility number, search the following:

  • ocn794059666
  • ocm42882934

Training: MacroExpress

MacroExpress is a macro editor that allows us to write scripts that will automate actions. For example, our e-resources macros will ask us for details about an e-resource, then will enter the correct fields and standard vocabularies in the bibliographic, holding, and item records.

We share a Macro file: I:\Cataloging Metadata Services\Systems and Technology\Aleph\Macros\alephMacros.mex

Whenever your computer reboots, it loses access to alephMacros . There are two options for managing this:

  • Set MacroExpress to load when Windows starts; you will need to re-link the program to the alephMacros file each time your computer restarts
  • Remove MacroExpress from the list of programs that automatically start with Windows; you will need to open MacroExpress each time your computer restarts

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