Author: Linda Turitz 09/2017 Scope of project: There are currently 34 documents on AskTico that are under the purview of CMC. To view these documents, go to AskTico and click “Cataloging & Metadata Council” on the right sidebar. Timeline: Review 2-3 documents per month, starting October 2017. Turn-around time for most documents is one month. …
Created: October 4, 2017
Last revised: October 12, 2017
Review date: None set
To access cataloging tools and documentation that pertain primarily to Catalog & Metadata Services, please see: Catalog & Metadata Services Tools & Documentation A-Z. Questions about documents on that page should be sent to: Lisa Rowlison de Ortiz. ##September2020_CMC##
Created: September 20, 2017
Last revised: September 22, 2017
Review date: None set
ChineseGazetteers-v6
Created: August 26, 2016
Last revised: September 28, 2016
Review date: None set
last CMC review/update 20180220 Procedure Unit Contact Bancroft (including University Archives, Mark Twain Project, Center for Tebtunis Papyri, and Magnes Collection) Randal Brandt Catalog & Metadata Services Lisa Rowlison de Ortiz Earth Sciences and Map Library Heiko Muhr East Asian Library Haiqing Lin Ethnic Studies Library Robert Toyama Institute of Governmental Studies Nick Robinson Institute …
Created: May 18, 2016
Last revised: March 22, 2018
Review date: None set
Procedure Bibliographic Field Use Changes in Millennium (Tier 1-3; Locally Added Uniform Title Data) – Issued 2/18/2010 Purpose of this Document: Cataloging procedural changes will need to be implemented, where applicable, to support e-resource tier tracking, the retention of locally added data, and ongoing SCP monograph and serial loading on an ongoing basis. In addition, …
Created: May 12, 2016
Last revised: November 7, 2016
Review date: None set
[Upd. 20100305 CatDept TR/LRO; Appr. TSC Accompanying Material Cataloging and Processing for Monographic Materials ] Introduction This procedure is to be followed for coding, description, and processing of monographs with accompanying material for Doe-Moffitt, self cataloging, affiliate, and all subject specialty libraries. In particular: Sections 1, 2, 3, 4 and 6, 7, 8 apply to …
Created: May 3, 2016
Last revised: December 14, 2016
Review date: None set
Background and introduction Vernacular parallel script is a non-Roman script for display along with the Roman script in cataloging. Beginning 2004, OCLC made available some non-Roman language scripts besides Chinese, Japanese and Korean (CJK) which have been available for 20 years. An ad-hoc committee was formed to discuss the standard for implementation at UC Berkeley …
Created: April 28, 2016
Last revised: December 7, 2016
Review date: None set
In the course of cataloging it is often necessary to move an order record from one bibliographic record to another. Sometimes this happens because, at the time the order was placed, the order record was not orginally attached (for various legitimate reasons) to the existing cataloged record. Instead, for example, the order may be attached to an uncataloged bibliographic record (what …
Created: April 28, 2016
Last revised: December 7, 2016
Review date: None set
Simplified Serial Holdings for All OskiCat Locations As of November 2013 all Library locations are to use this standard. Simplified holdings statements apply to active serials. Holdings statements for inactive or ceased titles may be updated as encountered, if desired. Note: these simplified standards are closely aligned with the “Minimum Holdings Standard” as detailed in the Berkeley …
Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
SERIAL TITLE CHANGES Serials Cataloging Unit Procedures The following procedures apply to serial/series titles cataloged as a set. Procedures for “call # varies” records (“sep” treatment) are not addressed in this document. Although certain check-in procedures are mentioned in this document to help provide a workflow overview or identify areas where library-wide procedures may be …
Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
These guidelines were created in the interest of improving the efficiency and accuracy of processing materials that are sent to Cataloging & Metadata Services for monographic cataloging. Due to the large volume of material received on a daily basis in Cataloging & Metadata Services, the Distribution Unit cannot spend a significant amount of time researching …
Created: April 28, 2016
Last revised: October 16, 2018
Review date: None set
Sometimes one of the self-cataloging units other than the Main Cataloging Department does special language or format cataloging for another shelving location. This procedure outlines creation of records to track where the material is, and which unit is responsible for what elements. Catalogers who create records for other units can be given the Technical Services …
Created: April 28, 2016
Last revised: December 6, 2016
Review date: None set
Listed below are the identifying characteristics of bibliographic records in OskiCat that are received via SCP, the Shared Cataloging Program of the California Digital Library (CDL). SCP provides bibliographic records to all UC campuses for online electronic resources that are licensed or managed through CDL—including Tier 1, Tier 2, and free/open access titles. Please note …
Created: April 28, 2016
Last revised: June 14, 2019
Review date: None set
Introduction Adding relator terms or codes to added entries is always OPTIONAL. The need for added entries to contain relator terms, and the specificity of the terms, must be determined by the owning library’s policies, selectors, curators, etc. Recording the roles that various added entries perform is particularly important in special collections and rare materials …
Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set
Note: updated 2/15/11 to reflect changes in tagging of holdings fields “t”, “n”, and “r”. GLADIS MILLENNIUM GLADIS Field Field Data Where did it go? Where should it go now? Notes BIB Note Binding Description Bib: (n)590 Bib: (n)563 See: COPY-SPECIFIC INFORMATION IN MILLENNIUM BIB Note Imperfect Copy Bib: (n)590 Bib: (n)590 See: COPY-SPECIFIC INFORMATION …
Created: April 28, 2016
Last revised: December 5, 2016
Review date: None set
Background Library Systems Office and OCLC automated processing will work to set and remove holdings correctly in most cases. However, there are several situations where catalogers will need to do some manual OCLC holdings maintenance in order to ensure that our Millennium and OCLC holdings stay in sync. OCLC holdings processing is very complex, and …
Created: April 27, 2016
Last revised: December 21, 2016
Review date: None set
Last CMC review/update 20180220 In order to be able to export records from OCLC to Millennium, you must configure your Export options. Set these options on each computer running OCLC Connexion in your unit. Step 1: Click Tools Step 2: Click Options Step 3: Click the Export tab Step 4: Click Create Step 5: In …
Created: April 27, 2016
Last revised: June 4, 2018
Review date: None set
The following document contains instructions on how to install the “Cataloger’s Initials Macro” on an individual cataloger’s computer. This macro is used for cataloging transactions that are performed in the OCLC Connexion Client. When executed it creates a 956 MARC field with subfield “a” for the cataloging transaction date in the Library’s standard YYYYMMDD format, …
Created: April 27, 2016
Last revised: December 3, 2016
Review date: None set
In Gladis, notes used by catalogers to indicate that a title was to be analyzed or was an analytic were entered in the SLF field. These notes migrated to the 990 field of the bibliographic record in Millennium (as well as the legacy Gladis Data field in holdings records for serials and MVMs). However, it …
Created: April 27, 2016
Last revised: December 2, 2016
Review date: None set
MILLENNIUM BIBLIOGRAPHIC RECORD OVERLAY DEFINITIONS Incoming Record – The new OCLC record that will replace the old record in Millennium. Target Record – The record in Millennium that is to be overlaid. Bibliographic overlay can be done by anyone with OCLC Connexion authorization. While this means that catalogers can now do their own overlays (unlike …
Created: April 27, 2016
Last revised: November 30, 2016
Review date: None set
Last CMC review/update 20180320 Following is a list, in alphabetical order by library name, of valid MARC Organization Codes for UC Berkeley libraries. The official list is maintained by the Library of Congress: http://www.loc.gov/marc/organizations/orgshome.html. Enter the MARC Organization Code in subfield 5 when entering a copy-specific note in the bibliographic record. Any questions regarding these codes should be …
Created: April 27, 2016
Last revised: June 18, 2018
Review date: None set
When cataloging a new title, you can create any needed item and holdings records automatically upon exporting the bibliographic record from OCLC into Millennium by adding particular MARC fields to the OCLC record prior to export as described below. (This method of creating item and holdings records is recommended but not required; you always have …
Created: April 27, 2016
Last revised: November 30, 2016
Review date: None set
Introduction By policy, the standard procedure for original cataloging at UC Berkeley is to enter a new bibliographic record directly in OCLC and then export the record to Millennium, overlaying any existing Millennium record (such as an order record or a migrated “p-level” record) for the resource. However, there are cases where a resource that …
Created: April 26, 2016
Last revised: December 15, 2016
Review date: None set
The Systems Office reports to BadCat a subset of duplicate barcodes (barcodes which appear in more than one Millennium item record) and duplicate OCLC numbers (OCLC numbers which appear in more than one Millennium bib record). These reports come 3-5 times a week and can have anywhere from 5-50 items on each report. Some number …
Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
see also: Millennium Character Map Code Tables Best Practices Make diacritic and special character edits in OCLC whenever possible. When forced to use Millennium Character Maps, be sure to use only those character maps which have been identified as containing characters within the MARC21 Unicode character repertoire values. Remember that Millennium Character Maps that have …
Created: April 26, 2016
Last revised: November 14, 2016
Review date: None set
Marking for Deletion: Bibliographic record (.b) deletion – jump to procedures Bibliographic records may be deleted in some circumstances by authorized staff if they are not cataloged with a Cat Date. Delete record is not available for cataloged bib records – instead, please mark for deletion as outlined below. If you are not authorized for uncataloged record …
Created: April 26, 2016
Last revised: November 11, 2016
Review date: None set
Last CMC review/update 20180417 Skip to Best Practices | Skip to Background and Clean-up Bound-withs | Restrictions | Bindings | Imperfections | Miscellaneous | Provenance | Source of Acquisition | Combined Notes | Added Access Points Introduction Recording copy-specific information is always OPTIONAL. The need for copy-specific notes, and the level of detail contained in …
Created: April 26, 2016
Last revised: June 4, 2018
Review date: None set
Cataloging Materials that Include Chinese, Japanese, Korean,And at Least One Other Language This document details the cataloging workflow for materials that have two languages, where one of them is Chinese, Japanese or Korean, and the other is ANY other language (e.g. eastern or western European, north or south American, south or southeast Asia, etc.). Affiliated …
Created: April 26, 2016
Last revised: November 8, 2016
Review date: None set
Procedure This procedure describes the application of the LC-PCC Policy Statement for RDA 1.11 at UC Berkeley. Skip directly to functional guidance: Microform reproductions | Print on demand reproductions and photocopies I. Superseded documents Cataloging Directives Manual (CDM) C.2. Reprints, Facsimiles & Photocopies – only the following subsections: 1. Reprints and Facsimiles 2. Photocopies (Macroreproductions) …
Created: April 26, 2016
Last revised: January 24, 2017
Review date: None set
Procedure Cataloging Bound-With Monographs This document borrows measures of text from: UCB Cataloging Directives Manual, CX.13 “Bound With Items – Special Features,” dated Feb. 25, 1988, written by K. Berger and C. Moreno; and: Copy-Specific Information in Millennium: Copy-Specific Information Millennium For Works Bound Together After Publication Introduction Bound-with monographs are instances of two or …
Created: April 26, 2016
Last revised: November 8, 2016
Review date: None set
Procedure Related Call Number Information: Call Number Formatting OCLC and Millennium Background Millennium has two call number indexes: LC Call Number, and Other Call Number. Whether a call number falls into one index or the other depends on the MARC tag coded in the Call No. field of the Item Record. Call numbers will be indexed as …
Created: April 26, 2016
Last revised: November 7, 2016
Review date: None set
Call numbers consist of classification, 1-3 cutters, and a date (year). The following are examples of how to format call numbers in OCLC and Millennium. (class) = (classification) Call numbers consist of classification, 1-3 cutters, and a date (year). The following are examples of how to format call numbers in OCLC and Millennium. (class) = …
Created: April 26, 2016
Last revised: April 25, 2018
Review date: None set
Last CMC review/update 20180417 Background Skip to Procedure Note: This procedure applies to all Bancroft Manuscript Collections, including University Archives and the Magnes Collection of Jewish Art and Life. It does not apply to Pictorial Collections. Manuscript collections are often shipped to NRLF for deposit in pieces. That is, not all of the cartons and/or …
Created: April 26, 2016
Last revised: June 4, 2018
Review date: None set
Procedure Books | Serials | Maps | Manuscripts These guidelines are intended for use by The Bancroft Library to catalog locally-created online electronic resources derived from print originals in the collections of Bancroft. They are not intended for born-digital content or computer file media (CD-ROM, DVD, flash drives, hard drives, etc.). These guidelines are intended …
Created: April 26, 2016
Last revised: November 4, 2016
Review date: None set
Background These procedures are for use by catalogers in all OskiCat libraries: Doe/Moffitt Catalog Department (CD), Self Cataloging Units (SCU) which includes Affiliated Libraries, Subject Specialty Libraries (SSL) However, they are written using MAIN and SSLs as contextual examples. An analytic catalog record is a bibliographic record for an individual title that is also part …
Created: April 26, 2016
Last revised: November 4, 2016
Review date: None set
Procedure vetted by: Technical Services Council; 10/2009 document owner: Catalog Department Analytic Cataloging Procedures These procedures are for use by catalogers in all OskiCat libraries: Doe/Moffitt Catalog Department (CD) Self Cataloging Units (SCU), including Affiliated Libraries Subject Specialty Libraries (SSL) However, they are written using MAIN and SSLs as contextual examples. Introduction These procedures detail …
Created: April 26, 2016
Last revised: January 25, 2017
Review date: None set
NOTE: Some fields are listed twice as they have more than one use. Bibliographic 9xx fields in active use: 900 – Level 2/Level 3 notes (SCP Shared Cataloging Program information) 905 – Field to retain previous OCLC number/001 when bib record is merged and/or marked for suppression/deletion — to prevent OCLC number duplicates 907 – …
Created: April 25, 2016
Last revised: January 27, 2020
Review date: December 1, 2020
