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2
3 Cataloging
4 ==========
5
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.
13
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` 
16 setup Appendix.
17
18 -  *Get there:* More > Cataloging
19
20 `Bibliographic Records <#catbibs>`__
21 ------------------------------------
22
23 In Koha the bibliographic record contains the main information related
24 to the material. This includes things like the title, author, ISBN, etc.
25 This information is stored in Koha in Marc (different flavors of Marc
26 are supported in Koha). Once this information is saved, :ref:`Item Records`
27 can be attached.
28
29 `Adding Records <#addbibrec>`__
30 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
31
32 Records can be added to Koha via original or copy cataloging. You can
33 also choose to use the basic or advanced cataloging interface for all of
34 your work.
35
36 If you would like to catalog a record using a blank template in the
37 basic editor
38
39 -  Click 'New Record'
40
41    New Record Menu
42    |image627|
43
44    -  Choose the framework you would like to base your record off of
45
46 If you would like to catalog a record using a blank template in the
47 advanced editor
48
49 -  Enable the
50    `EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
51    preference
52
53 -  Click the 'Advanced editor' buttonAdvanced editor button
54
55 If you want to catalog a record based on an existing record at another
56 library in the editor you last used (basic or advanced)
57
58 -  Click 'New from Z39.50/SRU'
59
60    Z39.50 Search
61    |image628|
62
63    -  Search for the item you would like to catalog
64
65       -  **Note**
66
67              If no results are found, try searching for fewer fields,
68              not all Z39.50 targets can search all of the fields above.
69
70    -  Search targets can be altered by using the `Z39.50
71       Admin <#z3950admin>`__ area.
72
73    -  From the results you can view the MARC or Card view for the
74       records or choose to Import them into Koha
75
76       Z39.50 Search Results
77       |image629|
78
79       -  In addition to the Import link to the right of each title, you
80          can click on the title you're interested in and a menu will pop
81          up with links to preview the record and import it
82
83          Import Link Popup on Z39.50 Search Results
84          |image630|
85
86       -  If you don't find the title you need in your Z39.50 search
87          results you can click the 'Try Another Search' button at the
88          bottom left of your results
89
90          Try another search
91          |image631|
92
93 `Basic Editor Cataloging <#basicatalog>`__
94 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
95
96 In the basic editor once you've opened a blank framework or imported a
97 record via Z39.50 you will be presented with the form to continue
98 cataloging
99
100 Add MARC Record
101 |image632|
102
103 -  If you would rather not see the MARC tag numbers you can change the
104    value in your `hide\_marc <#hide_marc>`__ system preference or each
105    user can check the box next to 'Show tags' found under 'Settings'.
106
107 -  To expand a collapsed tag click on the tag description
108
109 -  To get help from the Library of Congress on a Marc tag click the
110    question mark (?) to the right of each field number
111
112    -  If you feel that this clutters the screen you can hide the
113       question marks by unchecking the box next to the 'Show MARC tag
114       documentation links' note found under 'Settings'
115
116 -  Sometimes fields may not be editable due to the value in your
117    `BiblioAddsAuthorities <#BiblioAddsAuthorities>`__ system preference.
118    If you have this preference set to not allow catalogers to type in
119    fields controlled by authorities you may see a lock symbol to the
120    left of the field.
121
122    Authority fields locked against editing
123    |image633|
124
125    -  If this icon appears you must click the icon to the right of the
126       field to search for an existing authority.
127
128       Search for authority
129       |image634|
130
131    -  From the results list click 'Choose authority' to bring that into
132       your catalog record
133
134       Authority search results
135       |image635|
136
137 -  To duplicate a field click on the 'repeat this tag' icon to the right
138    of the tag
139
140    Duplicate a Field
141    |image636|
142
143    -  To move subfields in to the right order, click the up arrow to the
144       left of the field
145
146    -  To duplicate a subfield click on the clone icon (to remove a
147       copied field, click the delete clone icon) to the right of the
148       field
149
150       Clone Subfield
151       |image637|
152
153    -  To remove a subfield (if there is more than one of the same type),
154       click the - (minus sign) to the right of the field
155
156 -  To use a plugin click on the icon to the right of the filed
157
158    Leader Builder Plugin
159    |image638|
160
161    -  Some fixed fields have editors that will change based on the
162       material type you're cataloging (for example the 006 and the 008
163       fields)
164
165       008 Plugin
166       |image639|
167
168 -  Once you've finished, click the 'Save' button at the top and choose
169    whether you want to save and view the bib record you have created or
170    continue on to add/edit items attached to the record
171
172    Record save options
173    |image640|
174
175    -  Choosing 'Save and view record' will bring you right to the record
176       you just cataloged
177
178    -  Choosing 'Save and edit items' will bring you to the add/edit item
179       form after saving the bib record so that you can attach holdings
180
181    -  Choosing 'Save and continute editing' will allow you to save your
182       work so far and keep you in the editor to continue working
183
184 -  If you are about to add a duplicate record to the system you will be
185    warned before saving
186
187    Duplicate Record Warning
188    |image641|
189
190 `Advanced Editor Cataloging <#advancededitor>`__
191 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
192
193 In order to use the Advanced cataloging editor you need to enable the
194 `EnableAdvancedCatalogingEditor <#EnableAdvancedCatalogingEditor>`__
195 preference.
196
197     **Important**
198
199     This feature is currently experimental, and may have bugs that cause
200     corruption of records. It also does not include any support for
201     UNIMARC or NORMARC fixed fields. Please help us test it and report
202     any bugs, but do so at your own risk.
203
204 In the advanced editor once you've opened a blank framework or imported
205 a record via Z39.50 you will be presented with the form to continue
206 catalogingAdvanced cataloging editor
207
208 Using the search box on the left you can perform Z39.50 searches
209
210 Advanced Z39.50 results
211 |image642|
212
213 And from those Z39.50 results you can view the marc record by clicking
214 the link to the right
215
216 Advanced Z39.50 results
217 |image643|
218
219 Clicking 'Import' will bring the record in to the editor where you can
220 perform your edits
221
222 Advanced Cataloging
223 |image644|
224
225     **Note**
226
227     When adding a new field in the Advanced Editor, you need to key
228     underscores for a blank indicator, and surround the indicators with
229     spaces.
230
231     **Note**
232
233     You need to key a space before the first subfield delimiter, but not
234     before or after other subfield delimiters in the field.
235
236 At the bottom of the editor you will see help from the Library of
237 Congress for the field you are on. In cases where your MARC is invalid
238 you will see red highlighting. To edit the record using only keyboard
239 functions the Keyboard shortcuts button will inform you of the necessary
240 commands
241
242 Advanced Z39.50 results
243 |image645|
244
245 `Advanced Cataloging Keyboard Shortcuts <#advancedkeyshortcuts>`__
246 ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
247
248 The following keyboard shortcuts can be used in the advanced cataloging
249 module to save time and clicking.
250
251 +----------------+--------------------------------+
252 | Shortcut       | Behavior                       |
253 +================+================================+
254 | Ctrl-D         | Insert delimiter (‡)           |
255 +----------------+--------------------------------+
256 | Ctrl-H         | Get help on current subfield   |
257 +----------------+--------------------------------+
258 | Ctrl-S         | Save record                    |
259 +----------------+--------------------------------+
260 | Ctrl-X         | Delete current field           |
261 +----------------+--------------------------------+
262 | Ctrl-Shift-X   | Delete current subfield        |
263 +----------------+--------------------------------+
264 | Enter          | New field on next line         |
265 +----------------+--------------------------------+
266 | Shift-Enter    | Insert line break              |
267 +----------------+--------------------------------+
268 | Tab            | Move to next position          |
269 +----------------+--------------------------------+
270 | Shift-Tab      | Move to previous position      |
271 +----------------+--------------------------------+
272
273 `Macros in Advanced Cataloging <#macroscataloging>`__
274 '''''''''''''''''''''''''''''''''''''''''''''''''''''
275
276 To record a new macro:
277
278 -  Select the "> Macros..." button
279
280 -  A window will pop up. In this window, select "New macro...," key the
281    new macro's name in the pop-up box and select OK.
282
283 -  Now click to the right of the little number 1, and key the first line
284    of your macro. For a multi-line, i.e., multi-field macro, hit the
285    return key so that a little number 2 appears, and key the second
286    line/field, etc.
287
288 -  Your macros will be automatically saved. When finished you can select
289    the "x" to close the window, or select a macro to run on the record
290    that you're editing, or select another macro to run.
291
292 To edit an existing macro:
293
294 -  Select the "> Macros..." button
295
296 -  A window will pop up. In this window, select the macro that you wish
297    to edit & make your changes.
298
299 -  Your work will automatically be saved, and when finished you can
300    select the "x" to close the window, or select a macro to run on the
301    record that you're editing, or select another macro to run.
302
303 The basic syntax of the macro language:
304
305 -  new 500=‡aEdited with Rancor
306
307    -  Creates a new 500 with a â€¡a subfield and sets it to "Edited with
308       Rancor".
309
310 -  245c= by J.K. Rowling.
311
312    -  Sets the first â€¡c subfield of the first 245 tag in the record to "
313       by J.K. Rowling", creating it if necessary.
314
315 -  082a={084a}
316
317    -  Sets the â€¡a subfield of the first 082 tag (creating the subfield
318       if necessary) to the contents of the first 084‡a.
319
320 -  indicators=\_1
321
322    -  Sets the indicators of the last mentioned tag (in this case, 082)
323       to "\_" and "1".
324
325 -  new 090a=Z674.75.W67
326
327    -  Creates a new â€¡a subfield on the first 090 (but only if that field
328       already exists) and sets it to Z674.75.W67.
329
330 -  new 090a at end=Z674.75.W67
331
332    -  Same as above.
333
334 -  new 245b after a= a tale of might and magic /
335
336    -  Creates a new â€¡b after the first a subfield and sets it to " a
337       tale of might and magic /".
338
339 -  delete 245b
340
341    -  Deletes the first â€¡b subfield on the first 245 to â€¡b
342
343 `Adding Analytic Records <#cataloganalytics>`__
344 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
345
346 Libraries sometimes make journal articles and articles within monographs
347 and serials accessible to library patrons through analytics cataloging.
348 Analytics cataloging creates separate bibliographic records for these
349 articles, chapters, sections, etc. found within a larger resource such
350 as a book, an article within a journal, newspaper or serial. In
351 analytics cataloging, although a separate bib record is created for the
352 title, it is not physically separated from the host item.  Learn more
353 about Analytics in Chapter 13 of AACR2.
354
355 If you would like to catalog analytic records there are two options. One
356 is to use the `Easy Analytics <#catalogeasyanalytics>`__ funtion; the
357 other is the `Analytics Enhanced Workflow <#catalogenhanceanalytics>`__.
358
359 `Easy Analytics <#catalogeasyanalytics>`__
360 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
361
362 The Easy Analytics feature makes linking analytic records together
363 easier. The first thing you need to do is set the
364 `EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to
365 'Display' and the `UseControlNumber <#UseControlNumber>`__ preference to
366 'Don't use.'
367
368 After cataloging your analytic record (see `Adding
369 Records <#addbibrec>`__ for more on creating records) click 'Edit' from
370 the normal view and choose to 'Link to Host Item'
371
372 Link to Host Item
373 |image646|
374
375 This will prompt you to enter the barcode for the item this record
376 should be linked to.
377
378 Barcode for Analytic Linking
379 |image647|
380
381 After entering the item's barcode and clicking 'Select' you will receive
382 a confirmation message.
383
384 Analytic Link Success
385 |image648|
386
387 The record will now have the 773 field filled in properly to complete
388 the link.
389
390 773
391 |image649|
392
393 To view all of the items tied to the host record, do a search for the
394 record, click the Analytics tab on the left and the analytics tied to
395 each barcode will be shown under the "Used in" column.
396
397 Analytics Tab
398 |image650|
399
400     **Note**
401
402     It is also possible to create analytic records from this screen by
403     clicking on "Create Analytics"
404
405 You can also see the analytics attached to this record by clicking the
406 'Show Analytic' link towards the top of the record in the normal view.
407
408 Show Analytics on Bib Record
409 |image651|
410
411 When looking at the anaytic record you will also see a link to the host
412 item under the 'Host records' column in the holdings table when viewing
413 the 'Analtyics' tab.
414
415 Host Record
416 |image652|
417
418 `Analytics Enhanced Workflow <#catalogenhanceanalytics>`__
419 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
420
421 To use the Enhanced Workflow method of adding analytics, the first thing
422 you need to do is set the
423 `EasyAnalyticalRecords <#EasyAnalyticalRecords>`__ preference to 'Don't
424 display' and the `UseControlNumber <#UseControlNumber>`__ preference to
425 'Use.'
426
427 After cataloging your original record (see `Adding
428 Records <#addbibrec>`__ for more on creating records) click 'New' from
429 the normal view and choose to 'New child record.'
430
431 New child record
432 |image653|
433
434 This will open a new blank record for cataloging. The blank record will
435 only have the 773 field filled in properly to complete the link once the
436 record is saved.
437
438 773
439 |image654|
440
441 To view all of the items tied to the host record, do a search for the
442 record, click the Analytics tab on the left and the analytics tied to
443 each barcode will be shown under the "Used in" column.
444
445 Analytics Tab
446 |image655|
447
448 You can also see the analytics attached to this record by clicking the
449 'Show Analytic' link towards the top of the record in the normal view.
450
451 Show Analytics on Bib Record
452 |image656|
453
454 When looking at the anaytic record you will also see a link to the host
455 item under the 'Host records' column in the holdings table when viewing
456 the 'Analtyics' tab.
457
458 Host Record
459 |image657|
460
461 `Editing Analytics <#analyticediting>`__
462 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
463
464 If you have linked an analytic record incorrectly you can remove that
465 link by editing the item on the analytic record (not the host record).
466 To do this, go to the analytic record and click the 'Edit' button and
467 choose to 'Edit items'. To the left of each item you will see two
468 options.
469
470 Edit Analytic Item Record
471 |image658|
472
473 -  Clicking 'Edit in Host' will allow you to edit the item on the host
474    record.
475
476 -  Clicking 'Delink' will remove the 773 field and the link between the
477    analytic and the host.
478
479 `Editing Records <#editbibrec>`__
480 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
481
482 To edit a record you can click 'Edit Biblio' from the search results on
483 the cataloging page
484
485 Edit Biblio Option on Search Results
486 |image659|
487
488 or by clicking the Edit button on the Bibliographic Record and choosing
489 'Edit Record'
490
491 Edit Record Option on Bibliographic Record
492 |image660|
493
494 The record will open in the MARC editor
495
496 Editing MARC Record
497 |image661|
498
499 The alternative is to search via Z39.50 to overlay your record with a
500 fuller record found at another library. You can do this by choosing
501 'Replace Record via Z39.50' from the Edit menu.
502
503 Replace via Z39.50
504 |image662|
505
506 Once you choose that you will be brought to a Z39.50 search window to
507 search other libraries for the record in question.
508
509 Once you have made your edits (via either method) you can click 'Save'
510 at the top left of the editor.
511
512 You can also use the edit menu to add your own custom cover image if you
513 have either `OPACLocalCoverImages <#OPACLocalCoverImages>`__ and/or
514 `LocalCoverImages <#LocalCoverImages>`__ set to 'Display' by choosing
515 'Upload Image' from the menu.
516
517 Upload Image
518 |image663|
519
520 Choosing to 'Upload Image' will take you to the `Upload Local Cover
521 Image Tool <#uploadlocalimages>`__.
522
523 `Duplicating Records <#dupbibrec>`__
524 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
525
526 Sometimes a copy of the record you need to catalog can't be found via
527 Z39.50. In these cases you can create a duplicate of similar record and
528 edit the necessary pieces to create a new record. To duplicate an
529 existing record click 'Edit as New (Duplicate)' from the Edit menu on
530 the Bibliographic Record
531
532 Edit as New (Duplicate) Bibliographic Record
533 |image664|
534
535 This will open a new MARC record with the fields filled in with the
536 values from the original Bibliographic Record.
537
538 New Duplicate Record
539 |image665|
540
541 `Attaching files to Records <#uploadbibfile>`__
542 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
543
544 If you would like to upload files to Koha you can do so with a few
545 settings.
546
547 -  You will need to ask your system administrator to set the
548    'upload\_path' config variable to point to where the files will be
549    stored
550
551    -  You can see if your upload path is set correctly by visiting About
552       Koha > System Information. If there is an error you will see it
553       there.Upload Path Warning
554
555 -  You will want to be sure that your `OPACBaseURL <#OPACBaseURL>`__
556    system preference is set appropriately
557
558 -  You will want to add the upload.pl plugin to the 856$u subfield in
559    one (or multiple) of your `frameworks <#editsubfields>`__
560
561 Once you are all set up you can continue with cataloging as regular. You
562 will see a plugin icon next to the 856$u that will open up the upload
563 and/or search windowUpload file to record
564
565 From this menu you can click browse to find a file and attach it, or you
566 can search files you have uploaded previously using the search box. From
567 the search results you can choose which file to attach.Uploaded files
568
569 Once the file is chosen it will appear as a link in the MARC record and
570 on the detail display.
571
572 `Merging Records <#mergebibs>`__
573 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
574
575 To merge bibliographic records together you will want to go to the
576 Cataloging module and perform a search.
577
578 If you see duplicates on that search results screen you can check the
579 boxes next to the duplicates and click the 'Merge selected' button at
580 the top of the results.
581
582 Once you have selected the records you want to merge, click the 'Merge
583 selected' button at the top of the list. You will be asked which of the
584 records you would like to keep as your primary record and which will be
585 deleted after the merge. If the records were created using different
586 frameworks, Koha will also ask you what Framework you would like the
587 newly merged record to use.
588
589 Choose Primary Record for Merge
590 |image666|
591
592 You will be presented with the MARC for all of the records (each
593 accessible by tabs labeled with the bib numbers for those records). By
594 default the entire first record will be selected, uncheck the fields you
595 don't want in the final (destination) record and then move on to the
596 second tab to choose which fields should be in the final (destination)
597 record.
598
599 Merging Records
600 |image667|
601
602 Should you try to add a field that is not repeatable two times (like
603 choosing the 245 field from both record #1 and #2) you will be presented
604 with an error
605
606 Non-repeatable Error
607 |image668|
608
609 Below the records you are merging is an option to enter fields to report
610 on. This will allow you to control what fields you see on the merge
611 confirmation page:
612
613 Merge report fields
614 |image669|
615
616 If you enter nothing you will be presented with a confirmation of
617 biblionumbers only
618
619 Merge report
620 |image670|
621
622 If you enter fields you will see those on the confirmation page (you can
623 set defaults with the `MergeReportFields <#MergeReportFields>`__
624 preference)
625
626 Merge report
627 |image671|
628
629 Once you have completed your selections click the 'merge' button. The
630 primary record will now CONTAIN the data you chose for it as well as all
631 of the items/holdings from both bib records, and the second record will
632 be deleted.
633
634     **Important**
635
636     It is important to rebuild your zebra index immediately after
637     merging records. If a search is performed for a record which has
638     been deleted Koha will present the patrons with an error in the
639     OPAC.
640
641     **Note**
642
643     If you would like you can also use the `Lists <#lists>`__ tool for
644     merging records together. `Learn more here <#mergebibrecs>`__.
645
646 `Deleting Records <#deleterecord>`__
647 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
648
649 To delete a bibliographic record simply choose the 'Edit' button and
650 select 'Delete record'
651
652 Delete record
653 |image672|
654
655 Bibliographic records can only be deleted one all items have been
656 deleted. If you try to delete a bibliographic record with items still
657 attached you will see that the delete option is grayed out.
658
659 Record with items still attached
660 |image673|
661
662 `Item Records <#catitems>`__
663 ----------------------------
664
665 In Koha each bibliographic record can have one or more items attached.
666 These items are sometimes referred to as holdings. Each item includes
667 information to the physical copy the library has.
668
669 `Adding Items <#addingitems>`__
670 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
671
672 After saving a new bibliographic record, you will be redirected to a
673 blank item record so that you can attach an item to the bibliographic
674 record. You can also click 'Add/Edit Items' from the cataloging search
675 results
676
677 Add/Edit Items Option on Search Results
678 |image674|
679
680 or you can add new item at any time by clicking 'New' on the
681 bibliographic record and choosing 'New Item'
682
683 New Item Button
684 |image675|
685
686 The item edit form will appear:
687
688 Add item form
689 |image676|
690
691 At the very least, if you plan on circulating the item, the following
692 fields should be entered for new items:
693
694 -  2 - Source of classification
695
696 -  a - Permanent location
697
698 -  b - Current location
699
700 -  o - Full call number
701
702    -  If you'd like you can use the `call number browser
703       plugin <#cnbrowseplugin>`__ for this field. If it's enabled you'll
704       see a ... to the right of the field. When clicked that will open a
705       call number browser window if the row is highlighted in Red then
706       the call number is in use, if there is a thin Green line instead
707       then the call number can be used.Call number browser
708
709 -  p - Barcode
710
711 -  v - Cost, replacement price
712
713    -  This value will be charged to patrons when you mark an item they
714       have checked out as 'Lost'
715
716 -  y - Koha item type
717
718 To make sure that these values are filled in you can mark them as
719 mandatory in the `framework <#marcbibframeworks>`__ you're using and
720 then they will appear in red with a 'required' label. The item will not
721 save until the required fields are filled in.
722
723 Required Item Subfield
724 |image677|
725
726 -  **Note**
727
728        To make item subfields required in a framework you'll want to
729        edit the 952 field in the `framework
730        editor <#marcbibframeworks>`__.
731
732 Below the add form there are 3 buttons for adding the item
733
734 Add Item Buttons
735 |image678|
736
737 -  Add Item will add just the one item
738
739 -  Add & Duplicate will add the item and fill in a new form with the
740    same values for your to alter
741
742 -  Add Multiple items will ask how many items and will then add that
743    number of items adding +1 to the barcode so each barcode is unique
744
745 Your added items will appear above the add form once submitted
746
747 Items
748 |image679|
749
750 Your items will also appear below the bibliographic details on the bib
751 record display.
752
753 List of Items on the Bib Record
754 |image680|
755
756 If you have
757 `SpineLabelShowPrintOnBibDetails <#SpineLabelShowPrintOnBibDetails>`__
758 set to 'Display' then there will also be a link to print a quick spine
759 label next to each item.
760
761 List of Items on the Bib Record with a Print Label link
762 |image681|
763
764 You can also filter the contents of your holdings table by clicking the
765 'Activate filters' links. This will show a row at the top where you can
766 type in any column to filter the results in the table.
767
768 Filter holdings
769 |image682|
770
771 `Editing Items <#editingitems>`__
772 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
773
774 Items can be edited in several ways.
775
776 -  Clicking 'Edit' and 'Edit Items' from the bibliographic record
777
778    Edit Items Menu Option
779    |image683|
780
781    Which will open up a list of items where you can click the 'Actions'
782    button to the left of the specific item you would like to edit and
783    choose 'Edit'.
784
785    Edit individual items
786    |image684|
787
788 -  Clicking 'Edit Items' beside the item on the 'Items' tab
789
790    Items Tab
791    |image685|
792
793    Which will open up the editor on the item you'd like to edit
794
795    Edit individual items
796    |image686|
797
798 -  Clicking 'Edit' and then 'Edit items in batch'
799
800    Edit items in a batch
801    |image687|
802
803    This will open up the `batch item modification
804    tool <#batchmodifyitems>`__ where you can edit all of the items on
805    this record as a batch.
806
807 -  You can also enable
808    `StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
809    checkboxes appear to the left of each item on the detail display. You
810    can then check off the items you would like to edit and click 'Modify
811    selected items' at the top of the list.
812
813    Editing selected items
814    |image688|
815
816 -  You can click 'Edit' to the right of each item in the Holdings
817    tabEdit individual items
818
819 -  There is also a link to Edit items from the search results in the
820    staff clientEdit item on the search results
821
822 -  Finally you can use the `Batch Item
823    Modification <#batchmodifyitems>`__ tool
824
825 `Quick Item Status Updates <#itemquickedit>`__
826 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
827
828 Often circulation staff need to change the status of an item to Lost or
829 Damaged. This doesn't require you to edit the entire item record.
830 Instead clicking on the item barcode on the checkout summary or checkin
831 history will bring you to an item summary. You can also get to the item
832 summary by clicking on the Items tab to the left of the bib detail page.
833
834 Item Edit
835 |image689|
836
837 From this view you can mark an item lost by choosing a lost status from
838 the pull down and clicking the 'Set Status' button.
839
840 Edit Lost Status
841 |image690|
842
843 You can also mark an item as damaged by choosing a damaged status from
844 the pull down and clicking the 'Set Status' button.
845
846 Edit Damaged Status
847 |image691|
848
849 `Duplicating Items <#duplicateitem>`__
850 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
851
852 You can easily duplicate each item by clicking the 'Action' button the
853 left of each item on the edit items screen
854
855 Edit individual items
856 |image692|
857
858 From here you can choose to 'Duplicate' the item and this will populate
859 the form with the values from the item you chose.
860
861 `Item Information <#iteminfo>`__
862 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
863
864 To the left of every bibliographic record there is a tab to view the
865 items.
866
867 Items Tab
868 |image693|
869
870 Clicking that tab will give you basic information about the items. From
871 here you can see basic information about the item such as the home
872 library, item type, collection code, call number and replacement price.
873 You can also see and edit the status information. If an item is marked
874 lost or withdrawn you will also see the date that status was applied.
875
876 In the History section you will see infomration about the check out
877 history of the item and if you ordered the item via the acquisitions
878 module then this section will include information about the order.
879
880 History with order info
881 |image694|
882
883 If the Order or Accession date is linked, clicking it will bring you to
884 the acquisitions information for that item.
885
886 `Moving Items <#moveitemrec>`__
887 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
888
889 Items can be moved from one bibliographic record to another using the
890 Attach Item option
891
892 Attach Item Option
893 |image695|
894
895 Visit the bibliographic record you want to attach the item to and choose
896 'Attach Item' from the 'Edit' menu.
897
898 Attach Item Form
899 |image696|
900
901 Simply enter the barcode for the item you want to move and click
902 'Select'
903
904 If you want to move all items to a new record creating only one
905 bibliographic record you can use the `Merge Records
906 tool <#mergebibrecs>`__ instead.
907
908 `Deleting Items <#deleteitems>`__
909 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
910
911 There are many ways to delete item records. If you only need to delete
912 one item you can do this by opening up the detail page for the bib
913 record and clicking the 'Edit' button at the top. From there you can
914 choose to 'Edit items'.
915
916 'Edit Items' menu option
917 |image697|
918
919 You will be presented with a list of items and next to each one will be
920 a link labeled 'Delete'. Click that link and if the item is not checked
921 out it will delete that item.
922
923 Delete link on the left
924 |image698|
925
926 If you know that all of the items attached to your record are not
927 currently checked out you can use the 'Delete all items' option under
928 the 'Edit menu' and it will remove all items from the record.
929
930 You can also enable
931 `StaffDetailItemSelection <#StaffDetailItemSelection>`__ to have
932 checkboxes appear to the left of each item on the detail display. You
933 can then check off the items you would like to delete and click 'Delete
934 selected items' at the top of the list.
935
936 Deleting selected items
937 |image699|
938
939 Finally you can use the `batch delete tool <#batchdeleteitems>`__ to
940 delete a batch of items.
941
942 `Item Specific Circulation History <#itemcirchistory>`__
943 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
944
945 Each bibliographic record keeps a circulation history (with or without
946 the patron information depending on your settings), but each item also
947 has its own circulation history page. To see this, click on the 'Items'
948 tab to the left of the record you are viewing.
949
950 Items tab
951 |image700|
952
953 Below the 'History' heading is a link to 'View item's checkout history,'
954 clicking that will open up the item's history which will look slightly
955 different from the bibliographic record's history page.
956
957 Item Specific Circulation History
958 |image701|
959
960 `Authorities <#catauthorities>`__
961 ---------------------------------
962
963 Authority records are a way of controlling fields in your MARC records.
964 Using authority records will provide you with control over subject
965 headings, personal names and places.
966
967 `Adding Authorities <#addauthorities>`__
968 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
969
970 To add a new authority record you can either choose the authority type
971 from the 'New Authority' button or search another library by clicking
972 the 'New from Z39.50' button.
973
974 New Authority Record Options
975 |image702|
976
977 If you choose to enter a new authority from scratch, the form that
978 appears will allow you to enter all of the necessary details regarding
979 your authority record.
980
981 New Authority Record
982 |image703|
983
984 To expand collapsed values simply click on the title and the subfields
985 will appear. To duplicate a field or subfield just click the plus sign
986 (+) to the right of the label. To use field helper plugins simply click
987 the ellipsis (...) to the right of the field.
988
989 When linking authorities to other headings, you can use the authority
990 finder plugin by clicking the ellipsis (...) to the right of the field.
991
992 Authority search plugin
993 |image704|
994
995 From there you can search your authority file for the authority to link.
996 If you can't find the authority to link, you can click the 'Create new'
997 button and add the necessary authority for the link. This plugin also
998 allows for you to choose the link relationship between the authorities.
999
1000 Authority relationships
1001 |image705|
1002
1003 If you choose to search another library for the authority record you
1004 will be presented with a search box
1005
1006 Authority Z39.50 Search
1007 |image706|
1008
1009 From the results you can choose the 'Import' link to the right of the
1010 record you would like to add to Koha
1011
1012 Authority Z39.50 Results
1013 |image707|
1014
1015 You will then be presented with the form to edit the authority before
1016 saving it to your system
1017
1018 Imported Authority
1019 |image708|
1020
1021 `Searching Authorities <#searchauthorities>`__
1022 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1023
1024 From the authorities page you can search for existing terms and the
1025 bibliographic records they are attached to.
1026
1027 Authority Search
1028 |image709|
1029
1030 From the results you will see the authority record, how many
1031 bibliographic records it is attached to, an 'Actions' menu that includes
1032 the ability to `edit <#editauthorities>`__, `merge <#authoritymerge>`__
1033 and `delete <#editauthorities>`__ (if there are no bibliographic records
1034 attached).
1035
1036 Authority Search Results
1037 |image710|
1038
1039 Clicking on the Details link to the right of the authority record
1040 summary will open the full record and the option to edit the record.
1041
1042 Authority Record
1043 |image711|
1044
1045 If the authority has See Alsos in it you will see those broken out on
1046 the search results, clicking the linked headings will run a search for
1047 that heading instead.
1048
1049 See Also in Authorities
1050 |image712|
1051
1052 `Editing Authorities <#editauthorities>`__
1053 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1054
1055 Authorities can be edited by clicking on the authority summary from the
1056 search results and then clicking the 'Edit' button above the record. Or
1057 by clicking on the 'Edit' link to the left of the authority on the
1058 search results.
1059
1060 Edit Authority Record
1061 |image713|
1062
1063 Once you've made the necessary edits, simply click 'Save' and
1064 `dontmerge <#dontmerge>`__ is set to 'Do', Koha will immediately update
1065 all of the bib records linked to the authority with the new authority
1066 record's data. If dontmerge is set to "Don't" then Koha won't edit bib
1067 records when changes are made to authorities, rather, this is done later
1068 by the `merge\_authority.pl cronjob <#mergeauthcron>`__.
1069
1070 To delete an authority record you first must make sure it's not linked
1071 to any bibliographic records. If it is not used by any bibliographic
1072 records a 'Delete' link will appear to the right of the record on the
1073 search results and as a button that appears after clicking on the
1074 summary of the authority record.
1075
1076 `Merging Authorities <#authoritymerge>`__
1077 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1078
1079 If you have duplicate authority records you can merge them together by
1080 clicking the 'Merge' link, found in the actions menu, next to two
1081 results on an authority search.
1082
1083 Duplicate authorities results
1084 |image714|
1085
1086 After clicking 'Merge' on the first result you will see that authority
1087 listed at the top of the results.
1088
1089 Merging authorities results
1090 |image715|
1091
1092 Next you need to click 'Merge' next to the second result you'd like to
1093 merge.
1094
1095 You will be asked which of the two records you would like to keep as
1096 your primary record and which will be deleted after the merge.
1097
1098 Merging authorities
1099 |image716|
1100
1101 You will be presented with the MARC for both of the records (each
1102 accessible by tabs labeled with the authority numbers for those
1103 records). By default the entire first record will be selected, uncheck
1104 the fields you don't want in the final (destination) record and then
1105 move on to the second tab to choose which fields should be in the final
1106 (destination) record.
1107
1108 Authorities to merge
1109 |image717|
1110
1111 Once you have completed your selections click the 'Merge' button. The
1112 primary record will now contain the data you chose for it and the second
1113 record will be deleted.
1114
1115 Merged authority
1116 |image718|
1117
1118 `Cataloging Guides <#catguides>`__
1119 ----------------------------------
1120
1121 `Bibliographic Record Cataloging Cheat Sheet <#bibcatcheatsheet>`__
1122 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1123
1124 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1125 | Tag   | Label                               | Description                                                                                                                                          | Instructions                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1126 +=======+=====================================+======================================================================================================================================================+===================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+
1127 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1128 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1129 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1130 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1131 | 003   | CONTROL NUMBER IDENTIFIER           | Your MARC Organizational Code                                                                                                                        | Click in this field to fill it in (will auto fill if you have your `MARCOrgCode <#MARCOrgCode>`__ preference set).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1132 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1133 | 005   | D & T LATEST TRANSACTION            | Current date and time.                                                                                                                               | Click in this field to fill it in.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1134 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1135 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1136 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1137 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
1138 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1139 | 020   | ISBN                                | Unique number used by publishers to identify books.                                                                                                  | If this number isn't listed on the book, there probably isn't one.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1140 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1141 | 022   | ISSN                                | Unique number used by publishers to identify serials.                                                                                                | If this number isn't listed on the book, there probably isn't one.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1142 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1143 | 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.                                                                                                                                                                                                                                                                                                                                                                                         |
1144 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1145 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
1146 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1147 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
1148 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1149 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1150 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1151 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1152 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1153 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1154 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1155 | 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').                                                                                                                                                                                                                                                                                                              |
1156 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1157 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1158 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1159 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
1160 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1161 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1162 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1163 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1164 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1165 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1166 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1167 | 500   | GENERAL NOTE                        | Notes that don't fit anywhere else.                                                                                                                  | Enter notes as full sentences, with a separate 500 field for each distinct topic.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1168 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1169 | 501   | WITH NOTE                           | Notes whether the work is bound with the works described by other records.                                                                           | Put description of relationship in subfield 'a'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1170 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1171 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
1172 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1173 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1174 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1175 | 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'                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
1176 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1177 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1178 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1179 | 546   | LANGUAGE NOTE                       | Note describing the languages used in the work                                                                                                       | Only needed for works in multiple languages. See ISBD punctuation sheet.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1180 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1181 | 561   | PROVENANCE INFORMATION              | Describes the previous ownership of the item.                                                                                                        | Used only for rare books.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1182 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1183 | 563   | BINDING INFORMATION                 | Describes the binding of the item.                                                                                                                   | Used only for rare books.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1184 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1185 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1186 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1187 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1188 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1189 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1190 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1191 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1192 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1193 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1194 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1195 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1196 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1197 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1198 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1199 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1200 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1201 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1202 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1203 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1204 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1205 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1206 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1207 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1208 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1209 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1210 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1211 | 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').                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
1212 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1213 | 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:").   |
1214 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1215 | 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').                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
1216 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1217 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1218 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1219 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1220 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1221 | 942   | ADDED ENTRY ELEMENTS (KOHA)         | Used for Koha-specific data.                                                                                                                         | Set the subfield 'c' to the appropriate item type.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1222 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1223
1224 Table: Cataloging Guide
1225
1226 `Item/Holdings Record Cataloging Guide <#itemcatguide>`__
1227 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1228
1229 This table represents the default embedded holdings data in Koha. This
1230 information can be used for migration or importing data purposes
1231
1232 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1233 | MARC21 Tag/subfield   | Data Element                                        | Description                                                                      | Notes                                                                                                                                                                                                                                                                    |
1234 +=======================+=====================================================+==================================================================================+==========================================================================================================================================================================================================================================================================+
1235 | 952$0                 | Withdrawn status                                    | Default values:                                                                  | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('WITHDRAWN' in default installation)                                                                                                                                                            |
1236 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1237 |                       |                                                     | -  0 = Not withdrawn                                                             |                                                                                                                                                                                                                                                                          |
1238 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1239 |                       |                                                     | -  1 = Withdrawn                                                                 |                                                                                                                                                                                                                                                                          |
1240 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1241 | 952$1                 | Lost status                                         | Default values:                                                                  | It's possible to configure OPAC so that lost items don't display with the `hidelostitems <#hidelostitems>`__ system preference.                                                                                                                                          |
1242 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1243 |                       |                                                     | -  0 = Available                                                                 | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOST' in default installation)                                                                                                                                                                 |
1244 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1245 |                       |                                                     | -  1 = Lost                                                                      |                                                                                                                                                                                                                                                                          |
1246 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1247 |                       |                                                     | -  2 = Long Overdue (Lost)                                                       |                                                                                                                                                                                                                                                                          |
1248 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1249 |                       |                                                     | -  3 = Lost and Paid For                                                         |                                                                                                                                                                                                                                                                          |
1250 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1251 |                       |                                                     | -  4 = Missing in Inventory                                                      |                                                                                                                                                                                                                                                                          |
1252 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1253 |                       |                                                     | -  5 = Missing in Hold Queue                                                     |                                                                                                                                                                                                                                                                          |
1254 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1255 | 952$2                 | Classification                                      | Classification scheme that defines filing rules used for sorting call numbers.   | A choice of `classification sources <#classificationsources>`__ as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the `DefaultClassificationSource <#DefaultClassificationSource>`__ preference.   |
1256 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1257 | 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.                                                                                                      |
1258 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1259 | 952$4                 | Damaged status                                      | Default values:                                                                  | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('DAMAGE' in default installation)                                                                                                                                                               |
1260 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1261 |                       |                                                     | -  0 = Not damaged                                                               |                                                                                                                                                                                                                                                                          |
1262 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1263 |                       |                                                     | -  1 = Damaged                                                                   |                                                                                                                                                                                                                                                                          |
1264 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1265 | 952$5                 | Use restrictions                                    | Default values:                                                                  | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('RESTRICT' in default installation). This value has no effect on circulation.                                                                                                                   |
1266 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1267 |                       |                                                     | -  0 = No use restrictions                                                       |                                                                                                                                                                                                                                                                          |
1268 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1269 |                       |                                                     | -  1 = Restricted Access                                                         |                                                                                                                                                                                                                                                                          |
1270 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1271 | 952$7                 | Not for loan                                        | Default values:                                                                  | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('NOT\_LOAN' in default installation). Negative number values can still be placed on hold.                                                                                                       |
1272 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1273 |                       |                                                     | -  -1 = Ordered                                                                  |                                                                                                                                                                                                                                                                          |
1274 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1275 |                       |                                                     | -  0 = Available for loans                                                       |                                                                                                                                                                                                                                                                          |
1276 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1277 |                       |                                                     | -  1 = Not for Loan                                                              |                                                                                                                                                                                                                                                                          |
1278 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1279 |                       |                                                     | -  2 = Staff Collection                                                          |                                                                                                                                                                                                                                                                          |
1280 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1281 | 952$8                 | Collection code                                     | Coded value                                                                      | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('CCODE' in default installation)                                                                                                                                                                |
1282 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1283 | 952$9                 | Item number                                         | System-generated item number.                                                    | Does not display in the item record.                                                                                                                                                                                                                                     |
1284 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1285 | 952$a                 | Owning Library \*\*                                 | Branch code                                                                      | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__                                                                                                                                                                                   |
1286 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1287 | 952$b                 | Holding library \*\* (usually the same as 952$a )   | Branch code                                                                      | **Required**. Code must be defined in `Libraries, Branches and Groups <#libsgroups>`__                                                                                                                                                                                   |
1288 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1289 | 952$c                 | Shelving location code                              |                                                                                  | Coded value, matching `Authorized Value <#authorizedvalues>`__ category ('LOC' in default installation)                                                                                                                                                                  |
1290 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1291 | 952$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                                                                                                                              |
1292 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1293 | 952$e                 | Source of acquisition                               | Coded value or vendor string                                                     | Filled in automatically with the Koha assigned vendor id by Acquisitions when an item is received.                                                                                                                                                                       |
1294 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1295 | 952$g                 | Purchase price                                      | Decimal number, no currency symbol (ex. 10.00)                                   | Filled in automatically by Acquisitions when an item is received.                                                                                                                                                                                                        |
1296 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1297 | 952$h                 | Serial enumeration                                  |                                                                                  | Filled in automatically by Serials if the issue is received there.                                                                                                                                                                                                       |
1298 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1299 | 952$o                 | Koha full call number                               |                                                                                  | Can be filled in automatically based on the `itemcallnumber <#itemcallnumber>`__ system preference.                                                                                                                                                                      |
1300 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1301 | 952$p                 | Barcode \*                                          | Max 20 characters                                                                |                                                                                                                                                                                                                                                                          |
1302 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1303 | 952$t                 | Copy number                                         | Max 32 characters                                                                |                                                                                                                                                                                                                                                                          |
1304 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1305 | 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.                                                                                                            |
1306 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1307 | 952$v                 | Replacement price                                   | Decimal number, no currency symbol (ex. 10.00)                                   | Filled in automatically by Acquisitions when an item is received.                                                                                                                                                                                                        |
1308 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1309 | 952$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.                                                           |
1310 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1311 | 952$x                 | Nonpublic note                                      |                                                                                  | This is a note field for notes that will not appear in the OPAC. Right now this note does not appear anywhere but in the item edit screen in the staff client.                                                                                                           |
1312 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1313 | 952$y                 | Koha item type \*\*                                 | Coded value, required field for circulation                                      | **Required**. Coded value, must be defined in `Item types <#itemtypeadmin>`__                                                                                                                                                                                            |
1314 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1315 | 952$z                 | Public note                                         |                                                                                  |                                                                                                                                                                                                                                                                          |
1316 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1317
1318 Table: Koha Embedded Holdings Data
1319
1320 \* - required for circulation
1321
1322 \*\* - required by Koha
1323
1324 `Handling On Order Items and Holds <#onorderitemholds>`__
1325 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1326
1327 If you tend to import your MARC records when you have ordered the book
1328 (as opposed to when you receive the books), and allow patrons to place
1329 holds on those books, you may need to add item records to the \*.mrc
1330 file before importing.
1331
1332 The easiest way to import your latest order is to first run your records
1333 through `MARCEdit <http://marcedit.reeset.net/>`__. Download your MARC
1334 records, saving them to your desktop or some other location you use/will
1335 remember. If you have MARCEdit already installed you should simply have
1336 to double click on your MARC records, and they will automatically open
1337 in MARCEdit.
1338
1339     **Important**
1340
1341     This tutorial was written with MARCEdit version 5.2.3769.41641 on
1342     Windows XP, instructions may be different if your version or
1343     operating system is different.
1344
1345 -  Your original file will automatically be in the input; ensure
1346    MarcBreaker is chosen, and then click "Execute"
1347
1348    MarcBreaker
1349    |image719|
1350
1351 -  You will be presented with a summary of the records processed at the
1352    bottom of the screen
1353
1354    MarcBreaker Summary
1355    |image720|
1356
1357 -  Click 'Edit Records' to continue on to adding item records
1358
1359 -  Your screen will be replaced with a larger screen containing the MARC
1360    records
1361
1362    MARC file for editing
1363    |image721|
1364
1365 -  Click on Tools > Add/Edit Field
1366
1367    Add/Delete Field
1368    |image722|
1369
1370 -  Enter in the Koha specific item info
1371
1372    Add 942 Field
1373    |image723|
1374
1375    -  In the Field box, type 942
1376
1377    -  In the Field Data box, type \\\\$c and the item type code
1378       (\\\\$cBOOK in this example)
1379
1380    -  Check the 'Insert last' option
1381
1382    -  Click 'Add Field'
1383
1384 -  Enter in the item record data
1385
1386    Add 952 Field
1387    |image724|
1388
1389    -  In the Field box, type 952
1390
1391    -  In the Field Data box, type
1392       $7ORDERED\_STATUS$aPERM\_LOC$bCURR\_LOC$cSHELVING\_LOCATION$eSOURCE\_OF\_ACQ$yITEM\_TYPE
1393
1394       -  ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK
1395
1396          -  In a default install of Koha -1 is the value for the Ordered
1397             status
1398
1399       -  You may want to look at other subfields you would like data in
1400          -- for example, changing the collection code to put all the
1401          items in the same collection (8), automatically fill in the
1402          acquisition date (d), or put in a public note (z).
1403
1404       -  Be sure you use the $ to separate subfields; adding each
1405          subfield on a separate line will cause that many items to be
1406          imported with your MARC record (in the example above, four
1407          items, each with one of those subfields corrected)
1408
1409       -  Make sure you look at the Administration > Authorized Values in
1410          Koha to put the correct code into the field
1411
1412    -  Check the 'Insert last' option
1413
1414    -  Click 'Add Field'
1415
1416 -  Close the field editor window
1417
1418 -  Click on File > Compile into MARC
1419
1420    Compile into MARC
1421    |image725|
1422
1423 -  Choose where to save your file
1424
1425 Now you want to go into your Koha system and follow the instructions for
1426 `importing MARC records <#stagemarc>`__.
1427
1428 Once the item has come in, you will need to go to the item record and
1429 individually change the item to have the correct barcode, and manually
1430 change the status from Ordered to the blank line in the Not for Loan
1431 field.
1432
1433     **Note**
1434
1435     If you purchase your cataloged item records, you may want to request
1436     your vendor put in the information you need into the MARC records
1437     for you; that way, you could import the edited-by-the-vendor file,
1438     overwriting the current record, automatically replacing the data
1439     with what you need.