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NExpress Cataloging training

Slideshow used during Cataloging training for NExpress libraries.

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NExpress Cataloging training

  1. 1. NExpress Koha Cataloging in the New Shared Catalog
  2. 2. Two basic cataloging procedures 1. Add holdings to existing records 2. Bring in (import) records for items not in the catalog
  3. 3. 1. Adding to Existing Records ●First, search the catalog for the item you have in your hand.
  4. 4. There are two ways to get to the cataloging module in Koha
  5. 5. In the Cataloguing Search box, type in the book’s ISBN number
  6. 6. Search tips ●Use the ISBN on the verso page, not back cover. If the book has a 13-digit and a 10- digit ISBN, search for both. (Ex. 9780810883567 & 0810883562. ●Also, trying searching by title & author last name if no results are found, especially on older materials (Ex. Lifelong learning in public libraries Gilton). ●Use the advanced search if you want to.
  7. 7. Search results Click MARC to check the MARC record Click MARC
  8. 8. Search Results tips ●Click the MARC button to look at the MARC record of items in the search results, to see if it's the correct item or not. ●IMPORTANT: in the case of duplicate records, please choose the record that has the most items -- you can see this in the search results. Report the duplicate record to Heather, especially on new & popular items.
  9. 9. Click Add/Edit Items Click Add Item Fill in necessary informat ion (field descriptions on next screen)
  10. 10. Important Fields 8 - Collection Code (Fiction, DVD, etc.) a - Home Library b - Current location c - Shelving location (Adult, YA, Children) d - Date acquired g - Cost, normal purchase price (opt) o - Call number p - Barcode v - Replacement cost y - Item type (book, movie, etc) z - Public note (opt)
  11. 11. 2. Importing Records 1.Most Common way: ○ Import via Z39.50 2.Alternate way ○Download and import new records ■ Via Agent, OCLC, vendor, or other source
  12. 12. In Koha: ●If no search result is found, click z39.50 search ●Put the ISBN in the ISBN field ●Choose the databases to search (best are auto- selected already). ●Click Search. ●Click on MARC to check the record ●Choose the best record & click Import ●Change the framework from Default to Standard ●Click Save ●Add item information ●Done!
  13. 13. ●Click z39.50 search ● Choose databases (best ones are auto- checked by default). Click Search
  14. 14. Click MARC to check the record for accuracy
  15. 15. Click Import
  16. 16. Change the framework from Default to Standard ●Then, click Save. ●Add the item information
  17. 17. If the item can’t be found in a Z39.50 Search: ●Import from the Hybrid KLC or ●Import from OCLC or ●A vendor or ●Another source
  18. 18. Batch Import of Records ●Download batch of records to your desktop from the Hybrid KLC or other sources ●Go to More-->Tools. Then, click Stage MARC Records for Import (must be logged in as TECH) ●Use the Browse button to find and add the file on your Desktop. Then Upload file.
  19. 19. Batch Import of Records (cont.) On the next screen, make sure your settings match 1-4 below. Click Stage for Import when the settings are correct.
  20. 20. Batch Import of Records (cont.) ● If you tried to download an item already in the catalog, you will be notified. Click Manage Staged Records. ● 1. Change the framework to Standard, not Default. ● 2. Click Import...
  21. 21. Batch Import of Records (cont.) ●Click on the Biblio Number or wait 10 minutes to Search for the Item. ○Also, you can right-click each biblio number and open it in a new tab to immediately access each record. ●Add item information.
  22. 22. All cataloging training materials are available here: http://www. training/cataloging- training/