Fixes capitalization in Cataloging > Item records
[kohadocs.git] / source / cataloging.rst
1 .. include:: images.rst
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-label:
21
22 Bibliographic records
23 ------------------------------------
24
25 In Koha the bibliographic record contains the main information related
26 to the material. This includes things like the title, author, ISBN, etc.
27 This information is stored in Koha in Marc (different flavors of Marc
28 are supported in Koha). Once this information is saved, :ref:`item records 
29 <item-records-label>` can be attached.
30
31 .. _adding-records-label:
32
33 Adding records
34 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
35
36 Records can be added to Koha via original or copy cataloging. You can
37 also choose to use the basic or advanced cataloging interface for all of
38 your work.
39
40 If you would like to catalog a record using a blank template in the
41 basic editor
42
43 -  Click 'New record'
44
45    |image627|
46
47    -  Choose the framework you would like to base your record off of
48
49 If you would like to catalog a record using a blank template in the
50 advanced editor
51
52 -  Enable the
53    :ref:`EnableAdvancedCatalogingEditor`
54    preference
55
56 -  Click the 'Advanced editor' button
57
58 |image1262|
59
60 If you want to catalog a record based on an existing record at another
61 library in the editor you last used (basic or advanced)
62
63 -  Click 'New from Z39.50/SRU'
64
65    |image628|
66
67    -  Search for the item you would like to catalog
68
69       -  **Note**
70
71              If no results are found, try searching for fewer fields,
72              not all Z39.50 targets can search all of the fields above.
73
74    -  Search targets can be altered by using the :ref:`Z39.50
75       Admin <z39.50/sru-servers-label>` area.
76
77    -  From the results' 'Action' button you can view the MARC or Card 
78       view for the record or choose to import it into Koha
79
80       |image629|
81
82       -  If you don't find the title you need in your Z39.50 search
83          results you can click the 'Try Another Search' button at the
84          bottom left of your results
85
86          |image631|
87
88 .. _basic-editor-cataloging-label:
89
90 Basic editor cataloging
91 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
92
93 In the basic editor once you've opened a blank framework or imported a
94 record via Z39.50 you will be presented with the form to continue
95 cataloging
96
97 |image632|
98
99 -  If you would rather not see the MARC tag numbers you can change the
100    value in your :ref:`hide\_marc <hide\_marc-label>` system preference or each
101    user can check the box next to 'Show tags' found under 'Settings'.
102
103 -  To expand a collapsed tag click on the tag description
104
105 -  To get help from the Library of Congress on a MARC tag click the
106    question mark (?) to the right of each field number
107
108    -  It is possible to change the source of the MARC documentation using the
109       :ref:`MARCFieldDocURL <marcfielddocurl-label>` system preference
110
111    -  If you feel that this clutters the screen you can hide the
112       question marks by unchecking the box next to the 'Show MARC tag
113       documentation links' note found under 'Settings'
114
115 -  Sometimes fields may not be editable due to the value in your
116    :ref:`BiblioAddsAuthorities` system preference.
117    If you have this preference set to not allow catalogers to type in
118    fields controlled by authorities you may see a lock symbol to the
119    left of the field.
120
121    |image633|
122
123    -  If this icon appears you must click the icon to the right of the
124       field to search for an existing authority.
125
126       |image634|
127
128    -  From the results list click 'Choose authority' to bring that into
129       your catalog record
130
131       |image635|
132
133 -  To duplicate a field click on the 'repeat this tag' icon to the right
134    of the tag
135
136    |image636|
137
138    -  To move subfields in to the right order, click the up arrow to the
139       left of the field
140
141    -  To duplicate a subfield click on the clone icon (to remove a
142       copied field, click the delete clone icon) to the right of the
143       field
144
145       |image637|
146
147    -  To remove a subfield (if there is more than one of the same type),
148       click the - (minus sign) to the right of the field
149
150 -  To use a plugin click on the icon to the right of the field
151
152    |image638|
153
154    -  Some fixed fields have editors that will change based on the
155       material type you're cataloging (for example the 006 and the 008
156       fields)
157
158       |image639|
159
160 -  Once you've finished, click the 'Save' button at the top and choose
161    whether you want to save and view the bib record you have created or
162    continue on to add/edit items attached to the record
163
164    |image640|
165
166    -  Choosing 'Save and view record' will bring you right to the record
167       you just cataloged
168
169    -  Choosing 'Save and edit items' will bring you to the add/edit item
170       form after saving the bib record so that you can attach holdings
171
172    -  Choosing 'Save and continue editing' will allow you to save your
173       work so far and keep you in the editor to continue working
174
175 -  If you are about to add a duplicate record to the system you will be
176    warned before saving
177
178    |image641|
179
180 .. _advanced-editor-cataloging-label:
181
182 Advanced editor cataloging
183 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
184
185 In order to use the Advanced cataloging editor you need to enable the
186 :ref:`EnableAdvancedCatalogingEditor <enableadvancedcatalogingeditor-label>`
187 preference.
188
189     **Note**
190
191     This feature does not currently include any support for
192     UNIMARC or NORMARC fixed fields.
193
194 In the advanced editor once you've opened a blank framework or imported
195 a record via Z39.50 you will be presented with the form to continue
196 cataloging
197
198 |image1263|
199
200 Using the search box on the left you can perform Z39.50 searches
201
202 |image642|
203
204 And from those Z39.50 results you can view the marc record by clicking
205 the link to the right
206
207 |image643|
208
209 Clicking 'Import' will bring the record in to the editor where you can
210 perform your edits
211
212 |image644|
213
214     **Note**
215
216     When adding a new field in the Advanced Editor, you need to key
217     underscores for a blank indicator, and surround the indicators with
218     spaces.
219
220     **Note**
221
222     You need to key a space before the first subfield delimiter, but not
223     before or after other subfield delimiters in the field.
224
225 At the bottom of the editor you will see help from the Library of
226 Congress for the field you are on. In cases where your MARC is invalid
227 you will see red highlighting. To edit the record using only keyboard
228 functions the Keyboard shortcuts button will inform you of the necessary
229 commands
230
231 |image645|
232
233 .. _advanced-cataloging-keyboard-shortcuts-label:
234
235 Advanced cataloging keyboard shortcuts
236 ''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
237
238 The following keyboard shortcuts can be used in the advanced cataloging
239 module to save time and clicking.
240
241 +----------------+--------------------------------+
242 | Shortcut       | Behavior                       |
243 +================+================================+
244 | Alt-C          | Insert copyright symbol (©)    |
245 +----------------+--------------------------------+
246 | Alt-P          | Insert copyright symbol (℗)    |
247 |                | (sound recordings)             |
248 +----------------+--------------------------------+
249 | Ctrl-D         | Insert delimiter (‡)           |
250 +----------------+--------------------------------+
251 | Ctrl-H         | Get help on current subfield   |
252 +----------------+--------------------------------+
253 | Ctrl-Shift-L   | Link field to authorities      |
254 +----------------+--------------------------------+
255 | Ctrl-S         | Save record                    |
256 +----------------+--------------------------------+
257 | Ctrl-X         | Delete current field           |
258 +----------------+--------------------------------+
259 | Ctrl-Shift-X   | Delete current subfield        |
260 +----------------+--------------------------------+
261 | Enter          | New field on next line         |
262 +----------------+--------------------------------+
263 | Shift-Enter    | Insert line break              |
264 +----------------+--------------------------------+
265 | Tab            | Move to next position          |
266 +----------------+--------------------------------+
267 | Shift-Tab      | Move to previous position      |
268 +----------------+--------------------------------+
269
270 .. _macros-in-advanced-cataloging-label:
271
272 Macros in advanced cataloging
273 '''''''''''''''''''''''''''''''''''''''''''''''''''''
274
275 To record a new macro:
276
277 -  Select the "Macros..." button
278
279 -  A window will pop up. In this window, select "New macro...," key the
280    new macro's name in the pop-up box and select OK.
281
282 -  Now click to the right of the little number 1, and key the first line
283    of your macro. For a multi-line, i.e., multi-field macro, hit the
284    return key so that a little number 2 appears, and key the second
285    line/field, etc.
286
287 -  Your macros will be automatically saved. When finished you can select
288    the "x" to close the window, or select a macro to run on the record
289    that you're editing, or select another macro to run.
290
291 To edit an existing macro:
292
293 -  Select the "Macros..." button
294
295 -  A window will pop up. In this window, select the macro that you wish
296    to edit & make your changes.
297
298 -  Your work will automatically be saved, and when finished you can
299    select the "x" to close the window, or select a macro to run on the
300    record that you're editing, or select another macro to run.
301
302 The basic syntax of the macro language:
303
304 -  new 500=‡aEdited with Rancor
305
306    -  Creates a new 500 with a ‡a subfield and sets it to "Edited with
307       Rancor".
308
309 -  245c= by J.K. Rowling.
310
311    -  Sets the first ‡c subfield of the first 245 tag in the record to "
312       by J.K. Rowling", creating it if necessary.
313
314 -  082a={084a}
315
316    -  Sets the ‡a subfield of the first 082 tag (creating the subfield
317       if necessary) to the contents of the first 084‡a.
318
319 -  indicators=\_1
320
321    -  Sets the indicators of the last mentioned tag (in this case, 082)
322       to "\_" and "1".
323
324 -  new 090a=Z674.75.W67
325
326    -  Creates a new ‡a subfield on the first 090 (but only if that field
327       already exists) and sets it to Z674.75.W67.
328
329 -  new 090a at end=Z674.75.W67
330
331    -  Same as above.
332
333 -  new 245b after a= a tale of might and magic /
334
335    -  Creates a new ‡b after the first a subfield and sets it to " a
336       tale of might and magic /".
337
338 -  delete 245b
339
340    -  Deletes the first ‡b subfield on the first 245 to ‡b
341
342 .. _adding-analytic-records-label:
343
344 Adding analytic records
345 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
346
347 Libraries sometimes make journal articles and articles within monographs
348 and serials accessible to library patrons through analytics cataloging.
349 Analytics cataloging creates separate bibliographic records for these
350 articles, chapters, sections, etc. found within a larger resource such
351 as a book, an article within a journal, newspaper or serial. In
352 analytics cataloging, although a separate bib record is created for the
353 title, it is not physically separated from the host item.  Learn more
354 about Analytics in Chapter 13 of AACR2.
355
356 If you would like to catalog analytic records there are two options. One
357 is to use the :ref:`Easy Analytics` funtion; the
358 other is the :ref:`Analytics Enhanced Workflow`.
359
360 .. _easy-analytics-label:
361
362 Easy analytics
363 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
364
365 The easy analytics feature makes linking analytic records together
366 easier. The first thing you need to do is set the
367 :ref:`EasyAnalyticalRecords` preference to
368 'Display' and the :ref:`UseControlNumber` preference to
369 'Don't use.'
370
371 After cataloging your analytic record (see :ref:`Adding
372 records <adding-records-label>` for more on creating records) click 'Edit' from
373 the normal view and choose to 'Link to host item'
374
375 |image646|
376
377 This will prompt you to enter the barcode for the item this record
378 should be linked to.
379
380 |image647|
381
382 After entering the item's barcode and clicking 'Select' you will receive
383 a confirmation message.
384
385 |image648|
386
387 The record will now have the 773 field filled in properly to complete
388 the link.
389
390 |image649|
391
392 To view all of the items tied to the host record, do a search for the
393 record, click the 'Analytics' tab on the left and the analytics tied to
394 each barcode will be shown under the 'Used in' column.
395
396 |image650|
397
398     **Note**
399
400     It is also possible to create analytic records from this screen by
401     clicking on 'Create analytics'
402
403 You can also see the analytics attached to this record by clicking the
404 'Show analytic' link towards the top of the record in the normal view.
405
406 |image651|
407
408 When looking at the analytic record you will also see a link to the host
409 item under the 'Host records' column in the holdings table when viewing
410 the 'Analytics' tab.
411
412 |image652|
413
414 .. _analytics-enhanced-workflow-label:
415
416 Analytics enhanced workflow
417 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
418
419 To use the enhanced workflow method of adding analytics, the first thing
420 you need to do is set the
421 :ref:`EasyAnalyticalRecords` preference to 'Don't
422 display' and the :ref:`UseControlNumber` preference to
423 'Use.'
424
425 After cataloging your original record (see :ref:`Adding
426 records <adding-records-label>` for more on creating records) click 'New' from
427 the normal view and choose to 'New child record.'
428
429 |image653|
430
431 This will open a new blank record for cataloging. The blank record will
432 only have the 773 field filled in properly to complete the link once the
433 record is saved.
434
435 |image654|
436
437 To view all of the items tied to the host record, do a search for the
438 record, click the 'Analytics' tab on the left and the analytics tied to
439 each barcode will be shown under the 'Used in' column.
440
441 |image655|
442
443 You can also see the analytics attached to this record by clicking the
444 'Show analytic' link towards the top of the record in the normal view.
445
446 |image656|
447
448 When looking at the analytic record you will also see a link to the host
449 item under the 'Host records' column in the holdings table when viewing
450 the 'Analytics' tab.
451
452 |image657|
453
454 .. _editing-analytics-label:
455
456 Editing analytics
457 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
458
459 If you have linked an analytic record incorrectly you can remove that
460 link by editing the item on the analytic record (not the host record).
461 To do this, go to the analytic record and click the 'Edit' button and
462 choose to 'Edit items'. To the left of each item you will see two
463 options.
464
465 |image658|
466
467 -  Clicking 'Edit in host' will allow you to edit the item on the host
468    record.
469
470 -  Clicking 'Delink' will remove the 773 field and the link between the
471    analytic and the host.
472
473 .. _editing-records-label:
474
475 Editing records
476 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
477
478 To edit a record you can click the 'Actions' button and choose 'Edit biblio' 
479 from the search results on the cataloging search page
480
481 |image659|
482
483 or by clicking the Edit button on the Bibliographic Record and choosing
484 'Edit Record'
485
486 |image660|
487
488 The record will open in the MARC editor
489
490 |image661|
491
492 The alternative is to search via Z39.50 to overlay your record with a
493 fuller record found at another library. You can do this by choosing
494 'Replace record via Z39.50/SRU' from the 'Edit' menu.
495
496 |image662|
497
498 Once you choose that, you will be brought to a Z39.50 search window to
499 search other libraries for the record in question.
500
501 Once you have made your edits (via either method) you can click 'Save'
502 at the top left of the editor.
503
504 You can also use the edit menu to add your own custom cover image if you
505 have either :ref:`OPACLocalCoverImages` and/or
506 :ref:`LocalCoverImages` set to 'Display' by choosing
507 'Upload image' from the menu.
508
509 |image663|
510
511 Choosing 'Upload image' will take you to the :ref:`Upload Local Cover
512 Image Tool <upload-local-cover-image-label>`.
513
514 .. _duplicating-records-label:
515
516 Duplicating records
517 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
518
519 Sometimes a copy of the record you need to catalog can't be found via
520 Z39.50. In these cases you can create a duplicate of similar record and
521 edit the necessary pieces to create a new record. To duplicate an
522 existing record click 'Edit as new (duplicate)' from the 'Edit' menu on
523 the bibliographic record.
524
525 |image664|
526
527 This will open a new MARC record with the fields filled in with the
528 values from the original bibliographic record.
529
530 |image665|
531
532 .. _attaching-files-to-records-label:
533
534 Attaching files to records
535 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
536
537 If you would like to upload files to Koha you can do so with a few
538 settings.
539
540 -  You will need to ask your system administrator to set the
541    'upload\_path' config variable to point to where the files will be
542    stored
543
544    -  You can see if your upload path is set correctly by visiting About
545       Koha > System information. If there is an error you will see it
546       there.
547
548       |image1264|
549
550 -  You will want to be sure that your :ref:`OPACBaseURL`
551    system preference is set appropriately
552
553 -  You will want to add the upload.pl plugin to the 856$u subfield in
554    one (or multiple) of your :ref:`frameworks <edit-framework-subfields-label>`
555
556 Once you are all set up you can continue with cataloging as regular. You
557 will see a plugin icon next to the 856$u that will open up the upload
558 and/or search window
559
560 |image1265|
561
562 From this menu you can click browse to find a file and attach it, or you
563 can search files you have uploaded previously using the search box. From
564 the search results you can choose which file to attach.
565
566 |image1266|
567
568 Once the file is chosen it will appear as a link in the MARC record and
569 on the detail display.
570
571 |image1334|
572
573     **Note**
574
575     If the file is a PDF, it will be opened directly in the user's browser 
576     whereas if the file is an image or another type of file, the user will 
577     be prompted to download it.
578
579 .. _merging-records-label:
580
581 Merging records
582 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
583
584 To merge bibliographic records together you will want to go to the
585 Cataloging module and perform a search.
586
587 If you see duplicates on that search results screen you can check the
588 boxes next to the duplicates and click the 'Merge selected' button at
589 the top of the results.
590
591 Once you have selected the records you want to merge, click the 'Merge
592 selected' button at the top of the list. You will be asked which of the
593 records you would like to keep as your primary record and which will be
594 deleted after the merge. If the records were created using different
595 frameworks, Koha will also ask you what Framework you would like the
596 newly merged record to use.
597
598 |image666|
599
600 You will be presented with the MARC for all of the records (each
601 accessible by tabs labeled with the bib numbers for those records). By
602 default the entire first record will be selected, uncheck the fields you
603 don't want in the final (destination) record and then move on to the
604 second tab to choose which fields should be in the final (destination)
605 record.
606
607 |image667|
608
609 Should you try to add a field that is not repeatable two times (like
610 choosing the 245 field from both record #1 and #2) you will be presented
611 with an error
612
613 |image668|
614
615 Below the records you are merging is an option to enter fields to report
616 on. This will allow you to control what fields you see on the merge
617 confirmation page:
618
619 |image669|
620
621 If you enter nothing you will be presented with a confirmation of
622 biblionumbers only
623
624 |image670|
625
626 If you enter fields you will see those on the confirmation page (you can
627 set defaults with the :ref:`MergeReportFields`
628 preference)
629
630 |image671|
631
632 Once you have completed your selections click the 'merge' button. The
633 primary record will now CONTAIN the data you chose for it as well as all
634 of the items/holdings from both bib records, and the second record will
635 be deleted.
636
637     **Important**
638
639     It is important to rebuild your zebra index immediately after
640     merging records. If a search is performed for a record which has
641     been deleted Koha will present the patrons with an error in the
642     OPAC.
643
644     **Note**
645
646     If you would like you can also use the :ref:`Lists` tool for
647     merging records together. :ref:`Learn more here <merging-bibliographic-records-via-lists-label>`.
648
649 .. _deleting-records-label:
650
651 Deleting records
652 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
653
654 To delete a bibliographic record simply choose the 'Edit' button and
655 select 'Delete record'
656
657 |image672|
658
659 Bibliographic records can only be deleted once all items have been
660 deleted. If you try to delete a bibliographic record with items still
661 attached you will see that the delete option is grayed out.
662
663 |image673|
664
665 .. _item-records-label:
666
667 Item records
668 ----------------------------
669
670 In Koha each bibliographic record can have one or more items attached.
671 These items are sometimes referred to as holdings. Each item includes
672 information to the physical copy the library has.
673
674 .. _adding-items-label:
675
676 Adding items
677 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
678
679 After saving a new bibliographic record, you will be redirected to a
680 blank item record so that you can attach an item to the bibliographic
681 record. You can also click 'Add/Edit items' from the cataloging search
682 results
683
684 |image674|
685
686 or you can add new item at any time by clicking 'New' on the
687 bibliographic record and choosing 'New item'
688
689 |image675|
690
691 The item edit form will appear:
692
693 |image676|
694
695 At the very least, if you plan on circulating the item, the following
696 fields should be entered for new items:
697
698 -  2 - Source of classification
699
700 -  a - Permanent location
701
702 -  b - Current location
703
704 -  o - Full call number
705
706    -  If you'd like you can use the `call number browser
707       plugin <#cnbrowseplugin>`__ for this field. If it's enabled you'll
708       see a ... to the right of the field. When clicked that will open a
709       call number browser window if the row is highlighted in Red then
710       the call number is in use, if there is a thin Green line instead
711       then the call number can be used.
712
713       |image1267|
714
715 -  p - Barcode
716
717 -  v - Cost, replacement price
718
719    -  This value will be charged to patrons when you mark an item they
720       have checked out as 'Lost'
721
722 -  y - Koha item type
723
724 To make sure that these values are filled in you can mark them as
725 mandatory in the :ref:`framework <marc-bibliographic-frameworks-label>` you're using and
726 then they will appear in red with a 'required' label. The item will not
727 save until the required fields are filled in.
728
729 |image677|
730
731     **Note**
732
733     To make item subfields required in a framework you'll want to
734     edit the 952 field in the :ref:`framework
735     editor <marc-bibliographic-frameworks-label>`.
736
737 Below the add form there are 3 buttons for adding the item
738
739 |image678|
740
741 -  'Add item' will add just the one item
742
743 -  'Add & duplicate' will add the item and fill in a new form with the
744    same values for you to alter
745
746 -  'Add multiple items' will ask how many items and will then add that
747    number of items adding +1 to the barcode so each barcode is unique
748
749 Your added items will appear above the add form once submitted
750
751 |image679|
752
753 Your items will also appear below the bibliographic details on the bib
754 record display.
755
756 |image680|
757
758 If you have
759 :ref:`SpineLabelShowPrintOnBibDetails`
760 set to 'Display' then there will also be a link to print a quick spine
761 label next to each item.
762
763 |image681|
764
765 You can also filter the contents of your holdings table by clicking the
766 'Activate filters' links. This will show a row at the top where you can
767 type in any column to filter the results in the table.
768
769 |image682|
770
771 .. _editing-items-label:
772
773 Editing items
774 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
775
776 Items can be edited in several ways.
777
778 -  Clicking 'Edit' and 'Edit items' from the bibliographic record
779
780    |image683|
781
782    Which will open up a list of items where you can click the 'Actions'
783    button to the left of the specific item you would like to edit and
784    choose 'Edit'.
785
786    |image684|
787
788 -  Clicking 'Edit items' beside the item on the 'Items' tab
789
790    |image685|
791
792    Which will open up the editor on the item you'd like to edit
793
794    |image686|
795
796 -  Clicking 'Edit' and then 'Edit items in batch'
797
798    |image687|
799
800    This will open up the :ref:`batch item modification
801    tool <batch-item-modification-label>` where you can edit all of the items on
802    this record as a batch.
803
804 -  You can also enable
805    :ref:`StaffDetailItemSelection` to have
806    checkboxes appear to the left of each item on the detail display. You
807    can then check off the items you would like to edit and click 'Modify
808    selected items' at the top of the list.
809
810    |image688|
811
812 -  You can click 'Edit' to the right of each item in the Holdings
813    tab
814
815    |image1268|
816
817 -  There is also a link to Edit items from the search results in the
818    staff client
819
820    |image1269|
821
822 -  Finally you can use the :ref:`batch item
823    modification <batch-item-modification-label>` tool
824
825 .. _quick-item-status-updates-label:
826
827 Quick item status updates
828 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
829
830 Often circulation staff need to change the status of an item to Lost or
831 Damaged. This doesn't require you to edit the entire item record.
832 Instead clicking on the item barcode on the checkout summary or checkin
833 history will bring you to an item summary. You can also get to the item
834 summary by clicking on the Items tab to the left of the bib detail page.
835
836 |image689|
837
838 From this view you can mark an item lost by choosing a lost status from
839 the pull down and clicking the 'Set status' button.
840
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 |image691|
847
848 .. _duplicating-items-label:
849
850 Duplicating items
851 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
852
853 You can easily duplicate each item by clicking the 'Action' button the
854 left of each item on the edit items screen
855
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-label:
862
863 Item information
864 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
865
866 To the left of every bibliographic record there is a tab to view the
867 items.
868
869 |image693|
870
871 Clicking that tab will give you basic information about the items. From
872 here you can see basic information about the item such as the home
873 library, item type, collection code, call number and replacement price.
874 You can also see and edit the status information. If an item is marked
875 lost or withdrawn you will also see the date that status was applied.
876
877 |image1270|
878
879 In the 'History' section you will see information about the check out
880 history of the item and if you ordered the item via the acquisitions
881 module then this section will include information about the order.
882
883 |image694|
884
885 If the Order or Accession date is linked, clicking it will bring you to
886 the acquisitions information for that item.
887
888 .. _moving-items-label:
889
890 Moving items
891 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
892
893 Items can be moved from one bibliographic record to another using the
894 'Attach item' option
895
896 |image695|
897
898 Visit the bibliographic record you want to attach the item to and choose
899 'Attach item' from the 'Edit' menu.
900
901 |image696|
902
903 Simply enter the barcode for the item you want to move and click
904 'Select'
905
906 If you want to move all items to a new record creating only one
907 bibliographic record you can use the :ref:`Merge Records
908 tool <merging-bibliographic-records-via-lists-label>` instead.
909
910 .. _deleting-items-label:
911
912 Deleting items
913 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
914
915 There are many ways to delete item records. If you only need to delete
916 one item you can do this by opening up the detail page for the bib
917 record and clicking the 'Edit' button at the top. From there you can
918 choose to 'Edit items'.
919
920 |image697|
921
922 You will be presented with a list of items and next to each one will be
923 a link labeled 'Delete'. Click that link and if the item is not checked
924 out it will delete that item.
925
926 |image698|
927
928 If you know that all of the items attached to your record are not
929 currently checked out you can use the 'Delete all items' option under
930 the 'Edit menu' and it will remove all items from the record.
931
932 You can also enable
933 :ref:`StaffDetailItemSelection` to have
934 checkboxes appear to the left of each item on the detail display. You
935 can then check off the items you would like to delete and click 'Delete
936 selected items' at the top of the list.
937
938 |image699|
939
940 Finally you can use the :ref:`batch delete tool <batch-item-deletion-label>` to
941 delete a batch of items.
942
943 .. _item-specific-circulation-history-label:
944
945 Item specific circulation history
946 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
947
948 Each bibliographic record keeps a circulation history (with or without
949 the patron information depending on your settings), but each item also
950 has its own circulation history page. To see this, click on the 'Items'
951 tab to the left of the record you are viewing.
952
953 |image700|
954
955 Below the 'History' heading is a link to 'View item's checkout history,'
956 clicking that will open up the item's history which will look slightly
957 different from the bibliographic record's history page.
958
959 |image701|
960
961 .. _authorities-label:
962
963 Authorities
964 ---------------------------------
965
966 Authority records are a way of controlling fields in your MARC records.
967 Using authority records will provide you with control over subject
968 headings, personal names and places.
969
970 .. _adding-authorities-label:
971
972 Adding Authorities
973 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
974
975 To add a new authority record you can either choose the authority type
976 from the 'New Authority' button or search another library by clicking
977 the 'New from Z39.50' button.
978
979 |image702|
980
981 If you choose to enter a new authority from scratch, the form that
982 appears will allow you to enter all of the necessary details regarding
983 your authority record.
984
985 |image703|
986
987 To expand collapsed values simply click on the title and the subfields
988 will appear. To duplicate a field or subfield just click the plus sign
989 (+) to the right of the label. To use field helper plugins simply click
990 the ellipsis (...) to the right of the field.
991
992 When linking authorities to other headings, you can use the authority
993 finder plugin by clicking the ellipsis (...) to the right of the field.
994
995 |image704|
996
997 From there you can search your authority file for the authority to link.
998 If you can't find the authority to link, you can click the 'Create new'
999 button and add the necessary authority for the link. This plugin also
1000 allows for you to choose the link relationship between the authorities.
1001
1002 |image705|
1003
1004 If you choose to search another library for the authority record you
1005 will be presented with a search box
1006
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 |image707|
1013
1014 You will then be presented with the form to edit the authority before
1015 saving it to your system
1016
1017 |image708|
1018
1019 .. _searching-authorities-label:
1020
1021 Searching Authorities
1022 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1023
1024 From the authorities page you can search for existing terms and the
1025 bibliographic records they are attached to.
1026
1027 |image709|
1028
1029 From the results you will see the authority record, how many
1030 bibliographic records it is attached to, an 'Actions' menu that includes
1031 the ability to :ref:`edit <editing-authorities-label>`, :ref:`merge <merging-authorities-label>`
1032 and :ref:`delete <editing-authorities-label>` (if there are no bibliographic records
1033 attached).
1034
1035 |image710|
1036
1037 Clicking on the Details link to the right of the authority record
1038 summary will open the full record and the option to edit the record.
1039
1040 |image711|
1041
1042 If the authority has See Alsos in it you will see those broken out on
1043 the search results, clicking the linked headings will run a search for
1044 that heading instead.
1045
1046 |image712|
1047
1048 .. _editing-authorities-label:
1049
1050 Editing Authorities
1051 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1052
1053 Authorities can be edited by clicking on the authority summary from the
1054 search results and then clicking the 'Edit' button above the record. Or
1055 by clicking on the 'Edit' link to the left of the authority on the
1056 search results.
1057
1058 |image713|
1059
1060 Once you've made the necessary edits, simply click 'Save' and
1061 `dontmerge <#dontmerge>`__ is set to 'Do', Koha will immediately update
1062 all of the bib records linked to the authority with the new authority
1063 record's data. If dontmerge is set to "Don't" then Koha won't edit bib
1064 records when changes are made to authorities, rather, this is done later
1065 by the :ref:`merge\_authority.pl cronjob <update-authorities-label>`.
1066
1067 To delete an authority record you first must make sure it's not linked
1068 to any bibliographic records. If it is not used by any bibliographic
1069 records a 'Delete' link will appear to the right of the record on the
1070 search results and as a button that appears after clicking on the
1071 summary of the authority record.
1072
1073 .. _merging-authorities-label:
1074
1075 Merging Authorities
1076 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1077
1078 If you have duplicate authority records you can merge them together by
1079 clicking the 'Merge' link, found in the actions menu, next to two
1080 results on an authority search.
1081
1082 |image714|
1083
1084 After clicking 'Merge' on the first result you will see that authority
1085 listed at the top of the results.
1086
1087 |image715|
1088
1089 Next you need to click 'Merge' next to the second result you'd like to
1090 merge.
1091
1092 You will be asked which of the two records you would like to keep as
1093 your primary record and which will be deleted after the merge.
1094
1095 |image716|
1096
1097 You will be presented with the MARC for both of the records (each
1098 accessible by tabs labeled with the authority numbers for those
1099 records). By default the entire first record will be selected, uncheck
1100 the fields you don't want in the final (destination) record and then
1101 move on to the second tab to choose which fields should be in the final
1102 (destination) record.
1103
1104 |image717|
1105
1106 Once you have completed your selections click the 'Merge' button. The
1107 primary record will now contain the data you chose for it and the second
1108 record will be deleted.
1109
1110 |image718|
1111
1112 .. _cataloging-guides-label:
1113
1114 Cataloging Guides
1115 ----------------------------------
1116
1117 .. _bibliographic-record-cataloging-cheat-sheet-label:
1118
1119 Bibliographic Record Cataloging Cheat Sheet
1120 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1121
1122 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1123 | Tag   | Label                               | Description                                                                                                                                          | Instructions                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1124 +=======+=====================================+======================================================================================================================================================+===================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================================+
1125 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1126 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1127 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1128 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1129 | 003   | CONTROL NUMBER IDENTIFIER           | Your MARC Organizational Code                                                                                                                        | Click in this field to fill it in (will auto fill if you have your :ref:`MARCOrgCode` preference set).                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
1130 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1131 | 005   | D & T LATEST TRANSACTION            | Current date and time.                                                                                                                               | Click in this field to fill it in.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1132 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1133 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1134 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1135 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
1136 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1137 | 020   | ISBN                                | Unique number used by publishers to identify books.                                                                                                  | If this number isn't listed on the book, there probably isn't one.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1138 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1139 | 022   | ISSN                                | Unique number used by publishers to identify serials.                                                                                                | If this number isn't listed on the book, there probably isn't one.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1140 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1141 | 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.                                                                                                                                                                                                                                                                                                                                                                                         |
1142 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1143 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
1144 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1145 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
1146 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1147 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1148 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1149 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1150 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1151 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1152 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1153 | 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').                                                                                                                                                                                                                                                                                                              |
1154 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1155 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1156 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1157 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
1158 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1159 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      |
1160 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1161 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1162 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1163 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1164 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1165 | 500   | GENERAL NOTE                        | Notes that don't fit anywhere else.                                                                                                                  | Enter notes as full sentences, with a separate 500 field for each distinct topic.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 |
1166 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1167 | 501   | WITH NOTE                           | Notes whether the work is bound with the works described by other records.                                                                           | Put description of relationship in subfield 'a'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1168 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1169 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            |
1170 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1171 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1172 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1173 | 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'                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           |
1174 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1175 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1176 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1177 | 546   | LANGUAGE NOTE                       | Note describing the languages used in the work                                                                                                       | Only needed for works in multiple languages. See ISBD punctuation sheet.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1178 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1179 | 561   | PROVENANCE INFORMATION              | Describes the previous ownership of the item.                                                                                                        | Used only for rare books.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1180 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1181 | 563   | BINDING INFORMATION                 | Describes the binding of the item.                                                                                                                   | Used only for rare books.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1182 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1183 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1184 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1185 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1186 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1187 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1188 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1189 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1190 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1191 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1192 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1193 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1194 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1195 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              |
1196 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1197 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
1198 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1199 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1200 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1201 | 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.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                             |
1202 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1203 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1204 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1205 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1206 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1207 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
1208 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1209 | 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').                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |
1210 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1211 | 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:").   |
1212 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1213 | 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').                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   |
1214 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1215 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        |
1216 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1217 | 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'.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
1218 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1219 | 942   | ADDED ENTRY ELEMENTS (KOHA)         | Used for Koha-specific data.                                                                                                                         | Set the subfield 'c' to the appropriate item type.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
1220 +-------+-------------------------------------+------------------------------------------------------------------------------------------------------------------------------------------------------+---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1221
1222 Table: Cataloging Guide
1223
1224 .. _item/holdings-record-cataloging-guide-label:
1225
1226 Item/Holdings Record Cataloging Guide
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 :ref:`Authorized Value <authorized-values-label>` 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 :ref:`hidelostitems` system preference.                                                                                                                                                        |
1242 |                       |                                                     |                                                                                  |                                                                                                                                                                                                                                                                          |
1243 |                       |                                                     | -  0 = Available                                                                 | Coded value, matching :ref:`Authorized Value <authorized-values-label>` 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 :ref:`classification sources <classification-sources-label>` as they are defined in administration. If no classification scheme is entered, the system will use the value entered in the :ref:`DefaultClassificationSource` preference.                      |
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 :ref:`Authorized Value <authorized-values-label>` 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 :ref:`Authorized Value <authorized-values-label>` 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 :ref:`Authorized Value <authorized-values-label>` 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 :ref:`Authorized Value <authorized-values-label>` 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 :ref:`Libraries, Branches and Groups <libraries-&-groups-label>`                                                                                                                                                                   |
1286 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1287 | 952$b                 | Holding library \*\* (usually the same as 952$a )   | Branch code                                                                      | **Required**. Code must be defined in :ref:`Libraries, Branches and Groups <libraries-&-groups-label>`                                                                                                                                                                   |
1288 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1289 | 952$c                 | Shelving location code                              |                                                                                  | Coded value, matching :ref:`Authorized Value <authorized-values-label>` category ('LOC' in default installation)                                                                                                                                                         |
1290 +-----------------------+-----------------------------------------------------+----------------------------------------------------------------------------------+--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------+
1291 | 952$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 :ref:`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 :ref:`Item types <item-types-label>`                                                                                                                                                                                       |
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 .. _material-type-cataloging-guide-label:
1325
1326 Koha XSLT material type icons
1327 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1328
1329 When you have any of the XSLT system preferences
1330 (:ref:`OPACXSLTDetailsDisplay`,
1331 :ref:`OPACXSLTResultsDisplay`,
1332 :ref:`XSLTDetailsDisplay`, and/or
1333 :ref:`XSLTResultsDisplay`) along with the
1334 :ref:`DisplayOPACiconsXSLT` and
1335 :ref:`DisplayIconsXSLT` preferences turned on you will
1336 see material type icons on the related screen.
1337
1338     **Important**
1339
1340     These images are coming from values found in your leader, if your
1341     leader is not cataloged properly it might be best to turn off the
1342     :ref:`DisplayOPACiconsXSLT` preference (which
1343     can be done while leaving the other XSLT preferences turned on).
1344
1345 |image1081|
1346
1347 -  Book [BK]
1348
1349    -  leader6 = a (and one of the leader7 values below)
1350
1351       -  leader7 = a
1352
1353       -  leader7 = c
1354
1355       -  leader7 = d
1356
1357       -  leader7 = m
1358
1359    -  leader6 = t
1360
1361 |image1082|
1362
1363 -  Computer File [CF]
1364
1365    -  leader6 = m
1366
1367 |image1083|
1368
1369 -  Continuing Resource [CR]
1370
1371    -  leader7 = b
1372
1373    -  leader7 = i
1374
1375    -  leader7 = s
1376
1377 |image1084|
1378
1379 -  Map [MP]
1380
1381    -  leader6 = e
1382
1383    -  leader6 = f
1384
1385 |image1085|
1386
1387 -  Mixed [MX]
1388
1389    -  leader6 = p
1390
1391 |image1086|
1392
1393 -  Sound [MU]
1394
1395    -  leader6 = c
1396
1397    -  leader6 = d
1398
1399    -  leader6 = i
1400
1401    -  leader6 = j
1402
1403 |image1087|
1404
1405 -  Visual Material [VM]
1406
1407    -  leader6 = g
1408
1409    -  leader6 = k
1410
1411    -  leader6 = r
1412
1413 |image1088|
1414
1415 -  Kit
1416
1417    -  leader6 = o
1418
1419 .. _handling-on-order-items-and-holds-label:
1420
1421 Handling On Order Items and Holds
1422 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
1423
1424 If you tend to import your MARC records when you have ordered the book
1425 (as opposed to when you receive the books), and allow patrons to place
1426 holds on those books, you may need to add item records to the \*.mrc
1427 file before importing.
1428
1429 The easiest way to import your latest order is to first run your records
1430 through `MARCEdit <http://marcedit.reeset.net/>`__. Download your MARC
1431 records, saving them to your desktop or some other location you use/will
1432 remember. If you have MARCEdit already installed you should simply have
1433 to double click on your MARC records, and they will automatically open
1434 in MARCEdit.
1435
1436     **Important**
1437
1438     This tutorial was written with MARCEdit version 5.2.3769.41641 on
1439     Windows XP, instructions may be different if your version or
1440     operating system is different.
1441
1442 -  Your original file will automatically be in the input; ensure
1443    MarcBreaker is chosen, and then click "Execute"
1444
1445    |image719|
1446
1447 -  You will be presented with a summary of the records processed at the
1448    bottom of the screen
1449
1450    |image720|
1451
1452 -  Click 'Edit Records' to continue on to adding item records
1453
1454 -  Your screen will be replaced with a larger screen containing the MARC
1455    records
1456
1457    |image721|
1458
1459 -  Click on Tools > Add/Edit Field
1460
1461    |image722|
1462
1463 -  Enter in the Koha specific item info
1464
1465    |image723|
1466
1467    -  In the Field box, type 942
1468
1469    -  In the Field Data box, type \\\\$c and the item type code
1470       (\\\\$cBOOK in this example)
1471
1472    -  Check the 'Insert last' option
1473
1474    -  Click 'Add Field'
1475
1476 -  Enter in the item record data
1477
1478    |image724|
1479
1480    -  In the Field box, type 952
1481
1482    -  In the Field Data box, type
1483       $7ORDERED\_STATUS$aPERM\_LOC$bCURR\_LOC$cSHELVING\_LOCATION$eSOURCE\_OF\_ACQ$yITEM\_TYPE
1484
1485       -  ex. $7-1$aCPL$bCPL$cNEW$eBrodart$yBOOK
1486
1487          -  In a default install of Koha -1 is the value for the Ordered
1488             status
1489
1490       -  You may want to look at other subfields you would like data in
1491          -- for example, changing the collection code to put all the
1492          items in the same collection (8), automatically fill in the
1493          acquisition date (d), or put in a public note (z).
1494
1495       -  Be sure you use the $ to separate subfields; adding each
1496          subfield on a separate line will cause that many items to be
1497          imported with your MARC record (in the example above, four
1498          items, each with one of those subfields corrected)
1499
1500       -  Make sure you look at the Administration > Authorized Values in
1501          Koha to put the correct code into the field
1502
1503    -  Check the 'Insert last' option
1504
1505    -  Click 'Add Field'
1506
1507 -  Close the field editor window
1508
1509 -  Click on File > Compile into MARC
1510
1511    |image725|
1512
1513 -  Choose where to save your file
1514
1515 Now you want to go into your Koha system and follow the instructions for
1516 :ref:`importing MARC records <stage-marc-records-for-import-label>`.
1517
1518 Once the item has come in, you will need to go to the item record and
1519 individually change the item to have the correct barcode, and manually
1520 change the status from Ordered to the blank line in the Not for Loan
1521 field.
1522
1523     **Note**
1524
1525     If you purchase your cataloged item records, you may want to request
1526     your vendor put in the information you need into the MARC records
1527     for you; that way, you could import the edited-by-the-vendor file,
1528     overwriting the current record, automatically replacing the data
1529     with what you need.