1 .. include:: images.rst
6 Before you start cataloging in Koha you're going to want to do some
7 basic setup. Refer to the :ref:`Implementation Checklist`
8 for a full list of these things. Most importantly you're going to want
9 to make sure that your :ref:`MARC Bibliographic Frameworks` are all
10 defined the way you want. Once in the cataloging module you will not be
11 able to add or remove fields and subfields so your frameworks must be
12 ready before you start cataloging.
14 You can also use OCLC Connexion to send records directly in to Koha. For
15 more information on that please review the :ref:`OCLC Connexion Gateway`
18 - *Get there:* More > Cataloging
20 .. _bibliographic-records-label:
23 ------------------------------------
25 In Koha the bibliographic record contains the main information related
26 to the material. This includes things like the title, author, ISBN, etc.
27 This information is stored in Koha in Marc (different flavors of Marc
28 are supported in Koha). Once this information is saved, :ref:`Item Records`
31 .. _adding-records-label:
34 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
36 Records can be added to Koha via original or copy cataloging. You can
37 also choose to use the basic or advanced cataloging interface for all of
40 If you would like to catalog a record using a blank template in the
47 - Choose the framework you would like to base your record off of
49 If you would like to catalog a record using a blank template in the
53 :ref:`EnableAdvancedCatalogingEditor`
56 - Click the 'Advanced editor' button
60 If you want to catalog a record based on an existing record at another
61 library in the editor you last used (basic or advanced)
63 - Click 'New from Z39.50/SRU'
67 - Search for the item you would like to catalog
71 If no results are found, try searching for fewer fields,
72 not all Z39.50 targets can search all of the fields above.
74 - Search targets can be altered by using the :ref:`Z39.50
75 Admin <z39.50/sru-servers-label>` area.
77 - From the results you can view the MARC or Card view for the
78 records or choose to Import them into Koha
82 - In addition to the Import link to the right of each title, you
83 can click on the title you're interested in and a menu will pop
84 up with links to preview the record and import it
88 - If you don't find the title you need in your Z39.50 search
89 results you can click the 'Try Another Search' button at the
90 bottom left of your results
94 .. _basic-editor-cataloging-label:
96 Basic Editor Cataloging
97 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
99 In the basic editor once you've opened a blank framework or imported a
100 record via Z39.50 you will be presented with the form to continue
105 - If you would rather not see the MARC tag numbers you can change the
106 value in your :ref:`hide\_marc <hide\_marc-label>` system preference or each
107 user can check the box next to 'Show tags' found under 'Settings'.
109 - To expand a collapsed tag click on the tag description
111 - To get help from the Library of Congress on a Marc tag click the
112 question mark (?) to the right of each field number
114 - If you feel that this clutters the screen you can hide the
115 question marks by unchecking the box next to the 'Show MARC tag
116 documentation links' note found under 'Settings'
118 - Sometimes fields may not be editable due to the value in your
119 :ref:`BiblioAddsAuthorities` system preference.
120 If you have this preference set to not allow catalogers to type in
121 fields controlled by authorities you may see a lock symbol to the
126 - If this icon appears you must click the icon to the right of the
127 field to search for an existing authority.
131 - From the results list click 'Choose authority' to bring that into
136 - To duplicate a field click on the 'repeat this tag' icon to the right
141 - To move subfields in to the right order, click the up arrow to the
144 - To duplicate a subfield click on the clone icon (to remove a
145 copied field, click the delete clone icon) to the right of the
150 - To remove a subfield (if there is more than one of the same type),
151 click the - (minus sign) to the right of the field
153 - To use a plugin click on the icon to the right of the filed
157 - Some fixed fields have editors that will change based on the
158 material type you're cataloging (for example the 006 and the 008
163 - Once you've finished, click the 'Save' button at the top and choose
164 whether you want to save and view the bib record you have created or
165 continue on to add/edit items attached to the record
169 - Choosing 'Save and view record' will bring you right to the record
172 - Choosing 'Save and edit items' will bring you to the add/edit item
173 form after saving the bib record so that you can attach holdings
175 - Choosing 'Save and continue editing' will allow you to save your
176 work so far and keep you in the editor to continue working
178 - If you are about to add a duplicate record to the system you will be
183 .. _advanced-editor-cataloging-label:
185 Advanced Editor Cataloging
186 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
188 In order to use the Advanced cataloging editor you need to enable the
189 :ref:`EnableAdvancedCatalogingEditor`
194 This feature is currently experimental, and may have bugs that cause
195 corruption of records. It also does not include any support for
196 UNIMARC or NORMARC fixed fields. Please help us test it and report
197 any bugs, but do so at your own risk.
199 In the advanced editor once you've opened a blank framework or imported
200 a record via Z39.50 you will be presented with the form to continue
205 Using the search box on the left you can perform Z39.50 searches
209 And from those Z39.50 results you can view the marc record by clicking
210 the link to the right
214 Clicking 'Import' will bring the record in to the editor where you can
221 When adding a new field in the Advanced Editor, you need to key
222 underscores for a blank indicator, and surround the indicators with
227 You need to key a space before the first subfield delimiter, but not
228 before or after other subfield delimiters in the field.
230 At the bottom of the editor you will see help from the Library of
231 Congress for the field you are on. In cases where your MARC is invalid
232 you will see red highlighting. To edit the record using only keyboard
233 functions the Keyboard shortcuts button will inform you of the necessary
238 .. _advanced-cataloging-keyboard-shortcuts-label:
240 Advanced Cataloging Keyboard Shortcuts
241 ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
243 The following keyboard shortcuts can be used in the advanced cataloging
244 module to save time and clicking.
246 +----------------+--------------------------------+
247 | Shortcut | Behavior |
248 +================+================================+
249 | Ctrl-D | Insert delimiter (‡) |
250 +----------------+--------------------------------+
251 | Ctrl-H | Get help on current subfield |
252 +----------------+--------------------------------+
253 | Ctrl-S | Save record |
254 +----------------+--------------------------------+
255 | Ctrl-X | Delete current field |
256 +----------------+--------------------------------+
257 | Ctrl-Shift-X | Delete current subfield |
258 +----------------+--------------------------------+
259 | Enter | New field on next line |
260 +----------------+--------------------------------+
261 | Shift-Enter | Insert line break |
262 +----------------+--------------------------------+
263 | Tab | Move to next position |
264 +----------------+--------------------------------+
265 | Shift-Tab | Move to previous position |
266 +----------------+--------------------------------+
268 .. _macros-in-advanced-cataloging-label:
270 Macros in Advanced Cataloging
271 '''''''''''''''''''''''''''''''''''''''''''''''''''''
273 To record a new macro:
275 - Select the "> Macros..." button
277 - A window will pop up. In this window, select "New macro...," key the
278 new macro's name in the pop-up box and select OK.
280 - Now click to the right of the little number 1, and key the first line
281 of your macro. For a multi-line, i.e., multi-field macro, hit the
282 return key so that a little number 2 appears, and key the second
285 - Your macros will be automatically saved. When finished you can select
286 the "x" to close the window, or select a macro to run on the record
287 that you're editing, or select another macro to run.
289 To edit an existing macro:
291 - Select the "> Macros..." button
293 - A window will pop up. In this window, select the macro that you wish
294 to edit & make your changes.
296 - Your work will automatically be saved, and when finished you can
297 select the "x" to close the window, or select a macro to run on the
298 record that you're editing, or select another macro to run.
300 The basic syntax of the macro language:
302 - new 500=‡aEdited with Rancor
304 - Creates a new 500 with a ‡a subfield and sets it to "Edited with
307 - 245c= by J.K. Rowling.
309 - Sets the first ‡c subfield of the first 245 tag in the record to "
310 by J.K. Rowling", creating it if necessary.
314 - Sets the ‡a subfield of the first 082 tag (creating the subfield
315 if necessary) to the contents of the first 084‡a.
319 - Sets the indicators of the last mentioned tag (in this case, 082)
322 - new 090a=Z674.75.W67
324 - Creates a new ‡a subfield on the first 090 (but only if that field
325 already exists) and sets it to Z674.75.W67.
327 - new 090a at end=Z674.75.W67
331 - new 245b after a= a tale of might and magic /
333 - Creates a new ‡b after the first a subfield and sets it to " a
334 tale of might and magic /".
338 - Deletes the first ‡b subfield on the first 245 to ‡b
340 .. _adding-analytic-records-label:
342 Adding Analytic Records
343 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
345 Libraries sometimes make journal articles and articles within monographs
346 and serials accessible to library patrons through analytics cataloging.
347 Analytics cataloging creates separate bibliographic records for these
348 articles, chapters, sections, etc. found within a larger resource such
349 as a book, an article within a journal, newspaper or serial. In
350 analytics cataloging, although a separate bib record is created for the
351 title, it is not physically separated from the host item. Learn more
352 about Analytics in Chapter 13 of AACR2.
354 If you would like to catalog analytic records there are two options. One
355 is to use the :ref:`Easy Analytics` funtion; the
356 other is the :ref:`Analytics Enhanced Workflow`.
358 .. _easy-analytics-label:
361 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
363 The Easy Analytics feature makes linking analytic records together
364 easier. The first thing you need to do is set the
365 :ref:`EasyAnalyticalRecords` preference to
366 'Display' and the :ref:`UseControlNumber` preference to
369 After cataloging your analytic record (see :ref:`Adding
370 Records <adding-records-label>` for more on creating records) click 'Edit' from
371 the normal view and choose to 'Link to Host Item'
375 This will prompt you to enter the barcode for the item this record
380 After entering the item's barcode and clicking 'Select' you will receive
381 a confirmation message.
385 The record will now have the 773 field filled in properly to complete
390 To view all of the items tied to the host record, do a search for the
391 record, click the Analytics tab on the left and the analytics tied to
392 each barcode will be shown under the "Used in" column.
398 It is also possible to create analytic records from this screen by
399 clicking on "Create Analytics"
401 You can also see the analytics attached to this record by clicking the
402 'Show Analytic' link towards the top of the record in the normal view.
406 When looking at the analytic record you will also see a link to the host
407 item under the 'Host records' column in the holdings table when viewing
412 .. _analytics-enhanced-workflow-label:
414 Analytics Enhanced Workflow
415 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
417 To use the Enhanced Workflow method of adding analytics, the first thing
418 you need to do is set the
419 :ref:`EasyAnalyticalRecords` preference to 'Don't
420 display' and the :ref:`UseControlNumber` preference to
423 After cataloging your original record (see :ref:`Adding
424 Records <adding-records-label>` for more on creating records) click 'New' from
425 the normal view and choose to 'New child record.'
429 This will open a new blank record for cataloging. The blank record will
430 only have the 773 field filled in properly to complete the link once the
435 To view all of the items tied to the host record, do a search for the
436 record, click the Analytics tab on the left and the analytics tied to
437 each barcode will be shown under the "Used in" column.
441 You can also see the analytics attached to this record by clicking the
442 'Show Analytic' link towards the top of the record in the normal view.
446 When looking at the analytic record you will also see a link to the host
447 item under the 'Host records' column in the holdings table when viewing
452 .. _editing-analytics-label:
455 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
457 If you have linked an analytic record incorrectly you can remove that
458 link by editing the item on the analytic record (not the host record).
459 To do this, go to the analytic record and click the 'Edit' button and
460 choose to 'Edit items'. To the left of each item you will see two
465 - Clicking 'Edit in Host' will allow you to edit the item on the host
468 - Clicking 'Delink' will remove the 773 field and the link between the
469 analytic and the host.
471 .. _editing-records-label:
474 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
476 To edit a record you can click 'Edit Biblio' from the search results on
481 or by clicking the Edit button on the Bibliographic Record and choosing
486 The record will open in the MARC editor
490 The alternative is to search via Z39.50 to overlay your record with a
491 fuller record found at another library. You can do this by choosing
492 'Replace Record via Z39.50' from the Edit menu.
496 Once you choose that you will be brought to a Z39.50 search window to
497 search other libraries for the record in question.
499 Once you have made your edits (via either method) you can click 'Save'
500 at the top left of the editor.
502 You can also use the edit menu to add your own custom cover image if you
503 have either :ref:`OPACLocalCoverImages` and/or
504 :ref:`LocalCoverImages` set to 'Display' by choosing
505 'Upload Image' from the menu.
509 Choosing to 'Upload Image' will take you to the :ref:`Upload Local Cover
510 Image Tool <upload-local-cover-image-label>`.
512 .. _duplicating-records-label:
515 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
517 Sometimes a copy of the record you need to catalog can't be found via
518 Z39.50. In these cases you can create a duplicate of similar record and
519 edit the necessary pieces to create a new record. To duplicate an
520 existing record click 'Edit as New (Duplicate)' from the Edit menu on
521 the Bibliographic Record
525 This will open a new MARC record with the fields filled in with the
526 values from the original Bibliographic Record.
530 .. _attaching-files-to-records-label:
532 Attaching files to Records
533 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
535 If you would like to upload files to Koha you can do so with a few
538 - You will need to ask your system administrator to set the
539 'upload\_path' config variable to point to where the files will be
542 - You can see if your upload path is set correctly by visiting About
543 Koha > System Information. If there is an error you will see it
548 - You will want to be sure that your :ref:`OPACBaseURL`
549 system preference is set appropriately
551 - You will want to add the upload.pl plugin to the 856$u subfield in
552 one (or multiple) of your :ref:`frameworks <edit-framework-subfields-label>`
554 Once you are all set up you can continue with cataloging as regular. You
555 will see a plugin icon next to the 856$u that will open up the upload
560 From this menu you can click browse to find a file and attach it, or you
561 can search files you have uploaded previously using the search box. From
562 the search results you can choose which file to attach.
566 Once the file is chosen it will appear as a link in the MARC record and
567 on the detail display.
569 .. _merging-records-label:
572 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
574 To merge bibliographic records together you will want to go to the
575 Cataloging module and perform a search.
577 If you see duplicates on that search results screen you can check the
578 boxes next to the duplicates and click the 'Merge selected' button at
579 the top of the results.
581 Once you have selected the records you want to merge, click the 'Merge
582 selected' button at the top of the list. You will be asked which of the
583 records you would like to keep as your primary record and which will be
584 deleted after the merge. If the records were created using different
585 frameworks, Koha will also ask you what Framework you would like the
586 newly merged record to use.
590 You will be presented with the MARC for all of the records (each
591 accessible by tabs labeled with the bib numbers for those records). By
592 default the entire first record will be selected, uncheck the fields you
593 don't want in the final (destination) record and then move on to the
594 second tab to choose which fields should be in the final (destination)
599 Should you try to add a field that is not repeatable two times (like
600 choosing the 245 field from both record #1 and #2) you will be presented
605 Below the records you are merging is an option to enter fields to report
606 on. This will allow you to control what fields you see on the merge
611 If you enter nothing you will be presented with a confirmation of
616 If you enter fields you will see those on the confirmation page (you can
617 set defaults with the :ref:`MergeReportFields`
622 Once you have completed your selections click the 'merge' button. The
623 primary record will now CONTAIN the data you chose for it as well as all
624 of the items/holdings from both bib records, and the second record will
629 It is important to rebuild your zebra index immediately after
630 merging records. If a search is performed for a record which has
631 been deleted Koha will present the patrons with an error in the
636 If you would like you can also use the :ref:`Lists` tool for
637 merging records together. :ref:`Learn more here <merging-bibliographic-records-via-lists-label>`.
639 .. _deleting-records-label:
642 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
644 To delete a bibliographic record simply choose the 'Edit' button and
645 select 'Delete record'
649 Bibliographic records can only be deleted one all items have been
650 deleted. If you try to delete a bibliographic record with items still
651 attached you will see that the delete option is grayed out.
655 .. _item-records-label:
658 ----------------------------
660 In Koha each bibliographic record can have one or more items attached.
661 These items are sometimes referred to as holdings. Each item includes
662 information to the physical copy the library has.
664 .. _adding-items-label:
667 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
669 After saving a new bibliographic record, you will be redirected to a
670 blank item record so that you can attach an item to the bibliographic
671 record. You can also click 'Add/Edit Items' from the cataloging search
676 or you can add new item at any time by clicking 'New' on the
677 bibliographic record and choosing 'New Item'
681 The item edit form will appear:
685 At the very least, if you plan on circulating the item, the following
686 fields should be entered for new items:
688 - 2 - Source of classification
690 - a - Permanent location
692 - b - Current location
694 - o - Full call number
696 - If you'd like you can use the `call number browser
697 plugin <#cnbrowseplugin>`__ for this field. If it's enabled you'll
698 see a ... to the right of the field. When clicked that will open a
699 call number browser window if the row is highlighted in Red then
700 the call number is in use, if there is a thin Green line instead
701 then the call number can be used.
707 - v - Cost, replacement price
709 - This value will be charged to patrons when you mark an item they
710 have checked out as 'Lost'
714 To make sure that these values are filled in you can mark them as
715 mandatory in the :ref:`framework <marc-bibliographic-frameworks-label>` you're using and
716 then they will appear in red with a 'required' label. The item will not
717 save until the required fields are filled in.
723 To make item subfields required in a framework you'll want to
724 edit the 952 field in the :ref:`framework
725 editor <marc-bibliographic-frameworks-label>`.
727 Below the add form there are 3 buttons for adding the item
731 - Add Item will add just the one item
733 - Add & Duplicate will add the item and fill in a new form with the
734 same values for your to alter
736 - Add Multiple items will ask how many items and will then add that
737 number of items adding +1 to the barcode so each barcode is unique
739 Your added items will appear above the add form once submitted
743 Your items will also appear below the bibliographic details on the bib
749 :ref:`SpineLabelShowPrintOnBibDetails`
750 set to 'Display' then there will also be a link to print a quick spine
751 label next to each item.
755 You can also filter the contents of your holdings table by clicking the
756 'Activate filters' links. This will show a row at the top where you can
757 type in any column to filter the results in the table.
761 .. _editing-items-label:
764 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
766 Items can be edited in several ways.
768 - Clicking 'Edit' and 'Edit Items' from the bibliographic record
772 Which will open up a list of items where you can click the 'Actions'
773 button to the left of the specific item you would like to edit and
778 - Clicking 'Edit Items' beside the item on the 'Items' tab
782 Which will open up the editor on the item you'd like to edit
786 - Clicking 'Edit' and then 'Edit items in batch'
790 This will open up the :ref:`batch item modification
791 tool <batch-item-modification-label>` where you can edit all of the items on
792 this record as a batch.
794 - You can also enable
795 :ref:`StaffDetailItemSelection` to have
796 checkboxes appear to the left of each item on the detail display. You
797 can then check off the items you would like to edit and click 'Modify
798 selected items' at the top of the list.
802 - You can click 'Edit' to the right of each item in the Holdings
807 - There is also a link to Edit items from the search results in the
812 - Finally you can use the :ref:`Batch Item
813 Modification <batch-item-modification-label>` tool
815 .. _quick-item-status-updates-label:
817 Quick Item Status Updates
818 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
820 Often circulation staff need to change the status of an item to Lost or
821 Damaged. This doesn't require you to edit the entire item record.
822 Instead clicking on the item barcode on the checkout summary or checkin
823 history will bring you to an item summary. You can also get to the item
824 summary by clicking on the Items tab to the left of the bib detail page.
828 From this view you can mark an item lost by choosing a lost status from
829 the pull down and clicking the 'Set Status' button.
833 You can also mark an item as damaged by choosing a damaged status from
834 the pull down and clicking the 'Set Status' button.
838 .. _duplicating-items-label:
841 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
843 You can easily duplicate each item by clicking the 'Action' button the
844 left of each item on the edit items screen
848 From here you can choose to 'Duplicate' the item and this will populate
849 the form with the values from the item you chose.
851 .. _item-information-label:
854 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
856 To the left of every bibliographic record there is a tab to view the
861 Clicking that tab will give you basic information about the items. From
862 here you can see basic information about the item such as the home
863 library, item type, collection code, call number and replacement price.
864 You can also see and edit the status information. If an item is marked
865 lost or withdrawn you will also see the date that status was applied.
869 In the History section you will see information about the check out
870 history of the item and if you ordered the item via the acquisitions
871 module then this section will include information about the order.
875 If the Order or Accession date is linked, clicking it will bring you to
876 the acquisitions information for that item.
878 .. _moving-items-label:
881 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
883 Items can be moved from one bibliographic record to another using the
888 Visit the bibliographic record you want to attach the item to and choose
889 'Attach Item' from the 'Edit' menu.
893 Simply enter the barcode for the item you want to move and click
896 If you want to move all items to a new record creating only one
897 bibliographic record you can use the :ref:`Merge Records
898 tool <merging-bibliographic-records-via-lists-label>` instead.
900 .. _deleting-items-label:
903 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
905 There are many ways to delete item records. If you only need to delete
906 one item you can do this by opening up the detail page for the bib
907 record and clicking the 'Edit' button at the top. From there you can
908 choose to 'Edit items'.
912 You will be presented with a list of items and next to each one will be
913 a link labeled 'Delete'. Click that link and if the item is not checked
914 out it will delete that item.
918 If you know that all of the items attached to your record are not
919 currently checked out you can use the 'Delete all items' option under
920 the 'Edit menu' and it will remove all items from the record.
923 :ref:`StaffDetailItemSelection` to have
924 checkboxes appear to the left of each item on the detail display. You
925 can then check off the items you would like to delete and click 'Delete
926 selected items' at the top of the list.
930 Finally you can use the :ref:`batch delete tool <batch-item-deletion-label>` to
931 delete a batch of items.
933 .. _item-specific-circulation-history-label:
935 Item Specific Circulation History
936 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
938 Each bibliographic record keeps a circulation history (with or without
939 the patron information depending on your settings), but each item also
940 has its own circulation history page. To see this, click on the 'Items'
941 tab to the left of the record you are viewing.
945 Below the 'History' heading is a link to 'View item's checkout history,'
946 clicking that will open up the item's history which will look slightly
947 different from the bibliographic record's history page.
951 .. _authorities-label:
954 ---------------------------------
956 Authority records are a way of controlling fields in your MARC records.
957 Using authority records will provide you with control over subject
958 headings, personal names and places.
960 .. _adding-authorities-label:
963 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
965 To add a new authority record you can either choose the authority type
966 from the 'New Authority' button or search another library by clicking
967 the 'New from Z39.50' button.
971 If you choose to enter a new authority from scratch, the form that
972 appears will allow you to enter all of the necessary details regarding
973 your authority record.
977 To expand collapsed values simply click on the title and the subfields
978 will appear. To duplicate a field or subfield just click the plus sign
979 (+) to the right of the label. To use field helper plugins simply click
980 the ellipsis (...) to the right of the field.
982 When linking authorities to other headings, you can use the authority
983 finder plugin by clicking the ellipsis (...) to the right of the field.
987 From there you can search your authority file for the authority to link.
988 If you can't find the authority to link, you can click the 'Create new'
989 button and add the necessary authority for the link. This plugin also
990 allows for you to choose the link relationship between the authorities.
994 If you choose to search another library for the authority record you
995 will be presented with a search box
999 From the results you can choose the 'Import' link to the right of the
1000 record you would like to add to Koha
1004 You will then be presented with the form to edit the authority before
1005 saving it to your system
1009 .. _searching-authorities-label:
1011 Searching Authorities
1012 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1014 From the authorities page you can search for existing terms and the
1015 bibliographic records they are attached to.
1019 From the results you will see the authority record, how many
1020 bibliographic records it is attached to, an 'Actions' menu that includes
1021 the ability to :ref:`edit <editing-authorities-label>`, :ref:`merge <merging-authorities-label>`
1022 and :ref:`delete <editing-authorities-label>` (if there are no bibliographic records
1027 Clicking on the Details link to the right of the authority record
1028 summary will open the full record and the option to edit the record.
1032 If the authority has See Alsos in it you will see those broken out on
1033 the search results, clicking the linked headings will run a search for
1034 that heading instead.
1038 .. _editing-authorities-label:
1041 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1043 Authorities can be edited by clicking on the authority summary from the
1044 search results and then clicking the 'Edit' button above the record. Or
1045 by clicking on the 'Edit' link to the left of the authority on the
1050 Once you've made the necessary edits, simply click 'Save' and
1051 `dontmerge <#dontmerge>`__ is set to 'Do', Koha will immediately update
1052 all of the bib records linked to the authority with the new authority
1053 record's data. If dontmerge is set to "Don't" then Koha won't edit bib
1054 records when changes are made to authorities, rather, this is done later
1055 by the :ref:`merge\_authority.pl cronjob <update-authorities-label>`.
1057 To delete an authority record you first must make sure it's not linked
1058 to any bibliographic records. If it is not used by any bibliographic
1059 records a 'Delete' link will appear to the right of the record on the
1060 search results and as a button that appears after clicking on the
1061 summary of the authority record.
1063 .. _merging-authorities-label:
1066 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1068 If you have duplicate authority records you can merge them together by
1069 clicking the 'Merge' link, found in the actions menu, next to two
1070 results on an authority search.
1074 After clicking 'Merge' on the first result you will see that authority
1075 listed at the top of the results.
1079 Next you need to click 'Merge' next to the second result you'd like to
1082 You will be asked which of the two records you would like to keep as
1083 your primary record and which will be deleted after the merge.
1087 You will be presented with the MARC for both of the records (each
1088 accessible by tabs labeled with the authority numbers for those
1089 records). By default the entire first record will be selected, uncheck
1090 the fields you don't want in the final (destination) record and then
1091 move on to the second tab to choose which fields should be in the final
1092 (destination) record.
1096 Once you have completed your selections click the 'Merge' button. The
1097 primary record will now contain the data you chose for it and the second
1098 record will be deleted.
1102 .. _cataloging-guides-label:
1105 ----------------------------------
1107 .. _bibliographic-record-cataloging-cheat-sheet-label:
1109 Bibliographic Record Cataloging Cheat Sheet
1110 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1112 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1113 | Tag | Label | Description | Instructions |
1114 +=======+=====================================+======================================================================================================================================================+===================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+
1115 | 000 | LEADER | Describes the record(i.e. surrogate) -- is it a record for a monograph? A serial? | Click in this field to fill it in. Then set "Bibliographic level" to 'a' for articles or 's' for serials. Otherwise, leave everything as is. |
1116 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1117 | 001 | CONTROL NUMBER | Accession number. | Enter the accession number written inside the item here. For articles and items which do not have accession numbers, leave blank. |
1118 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1119 | 003 | CONTROL NUMBER IDENTIFIER | Your MARC Organizational Code | Click in this field to fill it in (will auto fill if you have your :ref:`MARCOrgCode` preference set). |
1120 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1121 | 005 | D & T LATEST TRANSACTION | Current date and time. | Click in this field to fill it in. |
1122 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1123 | 008 | FIXED-LENGTH DATA ELEMENTS | Field containing computer-readable representations of a number of things. | Generally you will only use 's' (single) or 'm' (multiple) options for position 06- use the former when the item was published in a single year, the latter when it was published over the course of several. If there is a single date, only enter a date in the first date field (positions 07-10). Enter the three-digit country code in positions 15-17, being sure to add spaces if the country code is fewer than three characters long. If there is an index, note that fact in position 31. Enter the three-letter language code in positions 35-37. |
1124 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1125 | 010 | LCCN | A number assigned by the Library of Congress to uniquely identify the work. | Check on the copyright page of the book (if it was published in the US) or the LC catalog for this number. If you can't find it, don't worry about it. |
1126 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1127 | 020 | ISBN | Unique number used by publishers to identify books. | If this number isn't listed on the book, there probably isn't one. |
1128 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1129 | 022 | ISSN | Unique number used by publishers to identify serials. | If this number isn't listed on the book, there probably isn't one. |
1130 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1131 | 033 | DATE/TIME OF EVENT | Used for auction dates. Required for auction catalogs. | For auctions that took place on only one day, enter the date of the auction in the format YYYYMMDD in the subfield 'a' and a '0' in the first indicator. For auctions that took place over two consecutive days or any number of non-consecutive days, create a subfield 'a' for each day with the date in the format YYYYMMDD, and put a '1' in the first indicator. For auctions that took place over more than two consecutive days, create a subfield 'a' (in format YYYYMMDD) for the first day and a subfield 'a' (also in format YYYYMMDD) for the last day, and put a '2' in the first indicator. |
1132 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1133 | 040 | CATALOGING SOURCE | Identifies which libraries created and modified the record. | For imported records, add a subfield 'd' with your OCLC code as the value. For new records, make sure that the subfield 'c' with your OCLC code as the value. |
1134 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1135 | 041 | LANGUAGE CODE | Identifies all the languages used in an item, when two or more languages are present. | For significant portions of a text in a given language, there should be a subfield 'a' with that language code. If there are only summaries or abstracts in a specific language, create a subfield 'b' with that language code. |
1136 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1137 | 100 | MAIN ENTRY--PERSONAL | Authorized form of the main author's name | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
1138 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1139 | 110 | MAIN ENTRY--CORPORATE | Authorized form of the name of the main corporate author. Required for auction catalogs. | Auction catalogs should use a 110 field rather than a 100 field. See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
1140 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1141 | 111 | MAIN ENTRY--MEETING | Authorized form of the name of a meeting which acted as a main offer (e.g. conference proceedings) | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
1142 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1143 | 245 | TITLE STATEMENT | Transcription of the title statement from the title page (or chief source of information) | Enter the title in subfield 'a', the subtitle in subfield 'b', and the statement of responsibility in subfield 'c'. If you are creating a record for a single volume or part of a multi-part item, you should put the part number in subfield 'n' and the part title in subfield 'p.' For auction catalogs, the date (in 'MM/DD/YYYY' format) should be listed in square brackets in subfield 'f'. See ISBD punctuation sheet. Set the first indicator to '0' if there is no author, otherwise set it to '1'. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
1144 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1145 | 246 | VARYING FORM OF TITLE | Alternate form of title for searching and filing purposes | If the patron might look for the work under a different title, enter it here. Do not include initial articles. The first indicator should be '3', unless the title is merely a variant spelling, in which case the first indicator should be '1'. |
1146 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1147 | 250 | EDITION STATEMENT | Transcription of the edition statement from the title page (or chief source of information) | Transcribe the edition statement exactly as it appears on the title-page. You may abbreviate if the edition statement is very long. |
1148 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1149 | 260 | PUBLICATION (IMPRINT) | Publication information. | Put the location of publication in subfield 'a', the publisher in subfield 'b', and the year (or probable year) in subfield 'c'. See ISBD punctuation sheet. |
1150 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1151 | 300 | PHYSICAL DESCRIPTION | Physical description | Enter the pagination statement in subfield 'a', a brief description of "special" contents such as illustrations or maps in subfield 'b' (see AACR2), and the size of the item in subfield 'c'. See ISBD punctuation sheet. |
1152 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1153 | 490 | SERIES STATEMENT | Shows the series statement exactly as it appears on the item. | Transcribe the series statement into subfield 'a' with the volume number in subfield 'v'. See ISBD punctuation sheet. Set the first indicator to '1' if you are using an 830. As a general rule, you should do so. |
1154 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1155 | 500 | GENERAL NOTE | Notes that don't fit anywhere else. | Enter notes as full sentences, with a separate 500 field for each distinct topic. |
1156 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1157 | 501 | WITH NOTE | Notes whether the work is bound with the works described by other records. | Put description of relationship in subfield 'a'. |
1158 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1159 | 504 | BIBLIOGRAPHY, ETC. NOTE | Indicates whether the work includes a bibliography. | If the work includes a bibliography and index, put the text "Includes bibliographical references (p. XXX-XXX) and index." in subfield 'a'. If the work does not include an index, remove that part of the sentence. If the references are scattered throughout the work and not gathered into a distinct sentence, remove the parenthetical statement. |
1160 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1161 | 505 | FORMATTED CONTENTS | List of contents in a standard format. Unformatted contents can be listed in a 500 (General Note) field. | See ISBD punctuation sheet. Set the first indicator to '0'. If you are separately coding authors and titles, set the second indicator to '0'. Otherwise, leave the second indicator blank. |
1162 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1163 | 518 | DATE/TIME OF EVENT NOTE | Used for auction dates. | For auction catalogs, enter the date of the auction in the format 'January 2, 1984' in the subfield 'a' |
1164 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1165 | 520 | SUMMARY, ETC. | A brief summary or abstract of the book or article. | In general you do not need to write a summary. A summary might be called for, however, with items that cannot be easily reviewed by a patron, such as books with highly acidic paper or CD-ROMs. |
1166 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1167 | 546 | LANGUAGE NOTE | Note describing the languages used in the work | Only needed for works in multiple languages. See ISBD punctuation sheet. |
1168 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1169 | 561 | PROVENANCE INFORMATION | Describes the previous ownership of the item. | Used only for rare books. |
1170 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1171 | 563 | BINDING INFORMATION | Describes the binding of the item. | Used only for rare books. |
1172 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1173 | 590 | LOCAL NOTE | Local notes. Required for auction catalogs. | Used for auction catalogs to indicate what types of coins are sold in the auction- Roman, Greek, etc. |
1174 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1175 | 600 | SUBJECT ADDED--PERSONAL | Authorized form of personal names for people discussed in the work | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1176 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1177 | 610 | SUBJECT ADDED--CORPORATE | Authorized form of corporate names for organizations discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1178 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1179 | 611 | SUBJECT ADDED--MEETING | Authorized form of meeting names for meetings discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to '2'. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1180 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1181 | 630 | SUBJECT ADDED--UNIFORM TITLE | Authorized form of titles for other works discussed in the work | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1182 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1183 | 650 | SUBJECT ADDED--TOPICAL | Library of Congress Subject Heading terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1184 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1185 | 651 | SUBJECT ADDED--GEOGRAPHICAL | Library of Congress Subject Heading geographical terms describing the subject of the work | See Authorized headings sheet and AACR2. If you found the name in the LC authority file, set the second indicator to '0'. Otherwise set the second indicator to '4'. |
1186 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1187 | 655 | INDEX TERM--GENRE/FORM | Describes what an item is as opposed to what the item is about. | Generally used only for auction catalogs, which should have the genre heading "Auction catalogs." (make sure to find the authorized heading!) If you found the name in the LC authority file, set the second indicator to '0'. If you are using a term from a specific thesaurus, set the second indicator to '7' and put the code for the thesaurus in subfield '2'. Otherwise set the second indicator to '4'. |
1188 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1189 | 690 | LOCAL SUBJECT ADDED--TOPICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 690 with subject headings you find on other items in the catalog. |
1190 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1191 | 691 | LOCAL SUBJECT ADDED--GEOGRAPHICAL | Used for headings from any custom subject authority file. | If there is no appropriate LCSH term, you can use a 691 with subject headings you find on other items in the catalog. |
1192 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1193 | 700 | ADDED ENTRY--PERSONAL | Used for second authors and other persons related to the production of the work. | See Authorized headings sheet and AACR2. The first indicator should generally be a '1', to indicate that the entry is surname first. If the name consists only of a forename, however, the first indicator should be '0'. |
1194 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1195 | 710 | ADDED ENTRY--CORPORATE | Used for corporate bodies related to the production of the work (e.g. publishers). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
1196 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1197 | 711 | ADDED ENTRY--MEETING | Used for meetings related to the production of the work (e.g. symposia that contributed to the work). | See Authorized headings sheet and AACR2. Set the first indicator to '2'. |
1198 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1199 | 730 | ADDED ENTRY--UNIFORM TITLE | Used for uniform titles related to the production of the work (e.g. a work that inspired the present work) | See Authorized headings sheet and AACR2. Set the first indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the first indicator to '4'). |
1200 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1201 | 773 | HOST ITEM ENTRY | Describes the larger bibliographic unit that contains the work (e.g. book or journal containing the article being described in the current record) | If the host publication is author main entry, enter the authorized form of the author's name in subfield 'a'. Put the title in subfield 't'. If the host publication is an independent work, put publication information in subfield 'd'. When available, ISSN and ISBN should always be used in, in subfields 'x' and 'z' respectively. Relationship information (e.g. volume number, page number, etc.) goes in subfield 'g'. Subfield 'q' contains an encoded representation of the location of the item: volume, issue, and section numbers are separated by colons, and the first page is entered following a '<' at the end of the subfield. See ISBD punctuation sheet. Set the first indicator to '0'. If you want the label "In:" to be generated, leave the second indicator blank. If you want something else displayed before the 773 text, set the second indicator to '8' and add a subfield 'i' with the label you want at the beginning of the field (e.g. "$iOffprint from:"). |
1202 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1203 | 830 | SERIES ENTRY--UNIFORM TITLE | Authorized form of the series name transcribed in the 490 field. Often this will just be the same as the 490. | See Authorized headings sheet and AACR2. Set the second indicator to the number of non-filing characters (i.e. characters in an initial articles plus the space... for "The " set the second indicator to '4'). |
1204 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1205 | 852 | LOCATION/CALL NUMBER | Provides the section name for pre-barcode books, pamphlets, and some articles and serials. | Do not put anything in this field if you are cataloging a volume which gets only one record and a barcode. If the item does not get a barcode, or you are currently creating a record for an article in a volume, put the section in subfield 'a' (see ANS cataloging documentation), and the call number in subfield 'i'. Set the first indicator to '8'. |
1206 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1207 | 856 | ELECTRONIC ACCESS | Links to material available online. | Put the URL of any electronic copies or summaries, etc. in subfield 'u' and a link title in subfield 'y'. Set the first indicator to '4'. |
1208 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1209 | 942 | ADDED ENTRY ELEMENTS (KOHA) | Used for Koha-specific data. | Set the subfield 'c' to the appropriate item type. |
1210 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1212 Table: Cataloging Guide
1214 .. _item/holdings-record-cataloging-guide-label:
1216 Item/Holdings Record Cataloging Guide
1217 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1219 This table represents the default embedded holdings data in Koha. This
1220 information can be used for migration or importing data purposes
1222 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1223 | MARC21 Tag/subfield | Data Element | Description | Notes |
1224 +=======================+=====================================================+==================================================================================+==========================================================================================================================================================================================================================================================================+
1225 | 952$0 | Withdrawn status | Default values: | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('WITHDRAWN' in default installation) |
1227 | | | - 0 = Not withdrawn | |
1229 | | | - 1 = Withdrawn | |
1230 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1231 | 952$1 | Lost status | Default values: | It's possible to configure OPAC so that lost items don't display with the :ref:`hidelostitems` system preference. |
1233 | | | - 0 = Available | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('LOST' in default installation) |
1235 | | | - 1 = Lost | |
1237 | | | - 2 = Long Overdue (Lost) | |
1239 | | | - 3 = Lost and Paid For | |
1241 | | | - 4 = Missing in Inventory | |
1243 | | | - 5 = Missing in Hold Queue | |
1244 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1245 | 952$2 | Classification | Classification scheme that defines filing rules used for sorting call numbers. | A choice of :ref:`classification sources <classification-sources-label>` as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the :ref:`DefaultClassificationSource` preference. |
1246 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1247 | 952$3 | Materials specified | Specific issues of serials or multi-part items. | Displayed when items are checked out and in to tell the staff how many pieces the item has. Copy/volume data is stored in 952$h and $t for display in Normal views. |
1248 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1249 | 952$4 | Damaged status | Default values: | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('DAMAGE' in default installation) |
1251 | | | - 0 = Not damaged | |
1253 | | | - 1 = Damaged | |
1254 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1255 | 952$5 | Use restrictions | Default values: | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('RESTRICT' in default installation). This value has no effect on circulation. |
1257 | | | - 0 = No use restrictions | |
1259 | | | - 1 = Restricted Access | |
1260 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1261 | 952$7 | Not for loan | Default values: | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('NOT\_LOAN' in default installation). Negative number values can still be placed on hold. |
1263 | | | - -1 = Ordered | |
1265 | | | - 0 = Available for loans | |
1267 | | | - 1 = Not for Loan | |
1269 | | | - 2 = Staff Collection | |
1270 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1271 | 952$8 | Collection code | Coded value | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('CCODE' in default installation) |
1272 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1273 | 952$9 | Item number | System-generated item number. | Does not display in the item record. |
1274 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1275 | 952$a | Owning Library \*\* | Branch code | **Required**. Code must be defined in :ref:`Libraries, Branches and Groups <libraries-&-groups-label>` |
1276 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1277 | 952$b | Holding library \*\* (usually the same as 952$a ) | Branch code | **Required**. Code must be defined in :ref:`Libraries, Branches and Groups <libraries-&-groups-label>` |
1278 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1279 | 952$c | Shelving location code | | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('LOC' in default installation) |
1280 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1281 | 952$d | Date acquired | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD |
1282 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1283 | 952$e | Source of acquisition | Coded value or vendor string | Filled in automatically with the Koha assigned vendor id by Acquisitions when an item is received. |
1284 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1285 | 952$g | Purchase price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
1286 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1287 | 952$h | Serial enumeration | | Filled in automatically by Serials if the issue is received there. |
1288 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1289 | 952$o | Koha full call number | | Can be filled in automatically based on the :ref:`itemcallnumber` system preference. |
1290 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1291 | 952$p | Barcode \* | Max 20 characters | |
1292 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1293 | 952$t | Copy number | Max 32 characters | |
1294 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1295 | 952$u | Uniform Resource Identifier | Item specific URL | Full URL starting with http:// Only needed if your item has its own URL, not necessary if the bib record has a 856$u that applies to all items on the record. |
1296 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1297 | 952$v | Replacement price | Decimal number, no currency symbol (ex. 10.00) | Filled in automatically by Acquisitions when an item is received. |
1298 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1299 | 952$w | Price effective from | YYYY-MM-DD | Date formats in the 952 subfields are required to be in the system internal format for data loading and subsequent item editing: YYYY-MM-DD. Filled in automatically by Acquisitions when an item is received. |
1300 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1301 | 952$x | Nonpublic note | | This is a note field for notes that will not appear in the OPAC. Right now this note does not appear anywhere but in the item edit screen in the staff client. |
1302 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1303 | 952$y | Koha item type \*\* | Coded value, required field for circulation | **Required**. Coded value, must be defined in :ref:`Item types <item-types-label>` |
1304 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1305 | 952$z | Public note | | |
1306 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1308 Table: Koha Embedded Holdings Data
1310 \* - required for circulation
1312 \*\* - required by Koha
1314 .. _handling-on-order-items-and-holds-label:
1316 Handling On Order Items and Holds
1317 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1319 If you tend to import your MARC records when you have ordered the book
1320 (as opposed to when you receive the books), and allow patrons to place
1321 holds on those books, you may need to add item records to the \*.mrc
1322 file before importing.
1324 The easiest way to import your latest order is to first run your records
1325 through `MARCEdit <http://marcedit.reeset.net/>`__. Download your MARC
1326 records, saving them to your desktop or some other location you use/will
1327 remember. If you have MARCEdit already installed you should simply have
1328 to double click on your MARC records, and they will automatically open
1333 This tutorial was written with MARCEdit version 5.2.3769.41641 on
1334 Windows XP, instructions may be different if your version or
1335 operating system is different.
1337 - Your original file will automatically be in the input; ensure
1338 MarcBreaker is chosen, and then click "Execute"
1342 - You will be presented with a summary of the records processed at the
1343 bottom of the screen
1347 - Click 'Edit Records' to continue on to adding item records
1349 - Your screen will be replaced with a larger screen containing the MARC
1354 - Click on Tools > Add/Edit Field
1358 - Enter in the Koha specific item info
1362 - In the Field box, type 942
1364 - In the Field Data box, type \\\\$c and the item type code
1365 (\\\\$cBOOK in this example)
1367 - Check the 'Insert last' option
1371 - Enter in the item record data
1375 - In the Field box, type 952
1377 - In the Field Data box, type
1378 $7ORDERED\_STATUS$aPERM\_LOC$bCURR\_LOC$cSHELVING\_LOCATION$eSOURCE\_OF\_ACQ$yITEM\_TYPE
1380 - ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK
1382 - In a default install of Koha -1 is the value for the Ordered
1385 - You may want to look at other subfields you would like data in
1386 -- for example, changing the collection code to put all the
1387 items in the same collection (8), automatically fill in the
1388 acquisition date (d), or put in a public note (z).
1390 - Be sure you use the $ to separate subfields; adding each
1391 subfield on a separate line will cause that many items to be
1392 imported with your MARC record (in the example above, four
1393 items, each with one of those subfields corrected)
1395 - Make sure you look at the Administration > Authorized Values in
1396 Koha to put the correct code into the field
1398 - Check the 'Insert last' option
1402 - Close the field editor window
1404 - Click on File > Compile into MARC
1408 - Choose where to save your file
1410 Now you want to go into your Koha system and follow the instructions for
1411 :ref:`importing MARC records <stage-marc-records-for-import-label>`.
1413 Once the item has come in, you will need to go to the item record and
1414 individually change the item to have the correct barcode, and manually
1415 change the status from Ordered to the blank line in the Not for Loan
1420 If you purchase your cataloged item records, you may want to request
1421 your vendor put in the information you need into the MARC records
1422 for you; that way, you could import the edited-by-the-vendor file,
1423 overwriting the current record, automatically replacing the data
projects / kohadocs.git / blob