Cataloguing With Sirsi Workflows - Inforum Library
University of Toronto, Faculty of InformationWinter 2016 Instructional Workshop SeriesCataloguing with Sirsi WorkflowsInstructor: Elisa SzeLibrarian, Collections & Public Services CoordinatorSession 1: Feb. 1, 2016 / Session 2: Feb. 3, 2016(Both sessions cover the same content)Table of ContentsWorkshop Objectives . 1What Is Cataloging? . 2What Is an Integrated Library System (ILS)? . 2Cataloguing with Workflows . 2Elements of a Catalogue Record in Sirsi Workflows . 3Typical Cataloguing Process . 5Standards Used . 6The Cataloguing Process . 7MARC 21 Format for Bibliographic Data. 7EXERCISE . 14STEP 1. Code by hand. . 14STEP 2. Enter the metadata in Sirsi Workflows. . 14STEP 3. Validate headings. . 15STEP 4. Assign a call number to the volume record. . 17STEP 5. Update the item record. . 17References . 18Workshop ObjectivesUsing SirsiDynix Workflows, participants will: search and modify bibliographic records; see examples ofcopy/derived/original cataloguing; understand the relationship between bibliographic, volume anditem records; understand the relationship between records in the staff client versus records in theonline publicly accessible catalogue. This workshop will appeal to students interested in metadata usein libraries.
What Is Cataloging?Cataloguing is both a task‐oriented and an intellectual process that serves two overarching purposes.The first is to provide an inventory of all the items collected by an organization. The second is toprovide users with a means of discovering and accessing those items. The latter can be framed in termsof fulfilling four main tasks, commonly referred to as FRBR (Functional Requirements of BibliographicRecords) user tasks. The four FRBR user tasks are: Find, Identify, Select, and Obtain (Tillett, 2003, p. 5).The primary principle informing the standards and practices of cataloguing is the convenience of theuser (IFLA, 2009, p. 2). For a concise historical account of how cataloguing theory and standards havedeveloped over time, see Chapter 2 of Chan’s Cataloging and Classification: An Introduction (2007, pp.47‐63).Cataloguing involves descriptive cataloguing ( description of the item and its content), subject analysis,authority control ( consistency of names, titles, and subject headings), and classification ( organizationof items according to a particular grouping method). For a visual representation of how parts of acatalogue record fit together, see https://prezi.com/p7zq7ibcz 14/the‐catalogue‐record. Taylor andJoudrey’s entry on “Cataloging”, published in the Encyclopedia of Library and Information Sciences, 3rdedition, offers a more thorough overview of the functions of the catalogue and the process ofcataloguing (2009).Cataloguing, or at a minimum, a basic understanding of the purposes of cataloguing, is fundamental tocollection management activities and informs reference work in libraries, archives, museums, andanalogous institutions. In archives, the term commonly used is archival description. In museums,cataloging forms part of collections management and museum registration activities.What Is an Integrated Library System (ILS)?An ILS is a database for tracking collection budget spending, orders, vendors, inventory, and themovement of items in a collection among library users. The ILS communicates relevant information tothe online publicly accessible catalogue (OPAC) so that users can find out what is available where, andmanage their library account. SirsiDynix Symphony is an example of a proprietary ILS. Workflows is thestaff application that provides access to the databases.Cataloguing with WorkflowsThe Workflows desktop. A menu of modules runs across the screen. Tasks for the selected module areorganized in a column of boxes down the left side of the screen. Active windows open onto the rightside of the screen. Most cataloguing tasks in Workflows are based around a bibliographic record.Page 2 of 18
Look for the“Cataloging”moduleBoxes in theleft sidemenu can beexpanded toview allavailabletasksDesktopCommon TasksTitlesCall Numbers and ItemsAuthoritiesCall Number and ItemMaintenance: Edit callnumber, homelocation, item typeAdd Title: Add abibliographic recordfrom scratchAdd Item: Add copiesof a work to an existingbibliographic recordModify Title: Edit anexisting recordEdit Item: Modifyhome location, itemtype, item IDs(barcodes), and copy‐specific informationDisplay Authority: Lookup the controlled formof a name heading,title, or subject headingSmartPort: Downloadother libraries’ recordsItem Search andDisplay: See what thepublic sees using the“red book” wizardDuplicate Title: Copyan existing record as atemplate for describinga similar workElements of a Catalogue Record in Sirsi WorkflowsIn Sirsi Workflows, cataloguers create surrogate records at the item level. That is, cataloguers use aspecific copy (or item) of a publication in order to describe a manifestation of an expression of a work.(e.g., Shakespeare’s intellectual conception of Hamlet Work. The English text of Hamlet, the play byShakespeare Expression. Arden edition of Shakespeare’s Hamlet Manifestation. Robarts Library’shard copy of the Arden edition of Shakespeare’s Hamlet Item.)In Sirsi Workflows, the catalogue record is broken across multiple folders:Control folder. Contains a title control number (an identifier used for matching records) as well as aunique catalogue key. Use this folder to change the template that corresponds to the appropriaterecord format (e.g., MARC, SERIALS, EQUIP, VM, etc.)Page 3 of 18
Bibliographic folder. A description of a work found in a library collection; the record found in thelibrary catalogue acts as a surrogate of the work on the library shelf.Call Number/Item folder. Attached to a bibliographic record. Contains a call number reflecting eachunique call number (or volume) held by a library, and a call number denoting each copy (or item) ofeach volume.Page 4 of 18
You will also see the following elements within the catalogue record: Item record (found in the Call Number/Item folder). The item record is attached to the bottomof a volume record. Each item record contains information unique to a particular copy of a work,such as the item ID (or bar code), as well as information about the format type and thecollection within which the item is shelved. Access points. Information in a bibliographic record that is indexed for browse searches, andretrieval of specific types of information. Can include: authors, corporate bodies, geographiclocations, subject headings describing the general topic coveredby a work. Call number. Parts of a Call Number: Classification number Cutter, OR, Accession number, OR other codeTypical Cataloguing ProcessDecide which type of cataloguing you will need to perform: copy,derived, or original cataloguing? Copy few enhancements required to upgrade the record Derived the bibliographic record of a similar work forms thebasis of a new record Original a new bibliographic record is created from scratchPage 5 of 18Copy CataloguingSometimes, copy cataloguingmay require you to import abibliographic record fromanother library. To import arecord from another library,we use a Z39.50 client calledSmartPort. To read moreabout the Z39.50 protocol,see the NISO resources guide,www.niso.org/standards/resources/Z39.50 Resources
Enhance the bibliographic description according to the level of detail expected by your institution.Assign and/or modify the access points so that your access points can be indexed for browsing andquick retrieval purposes: Add the main entry (could be a name, corporate body OR title) Added entries (other names, corporate bodies, or titles that also need to be discoverable inbrowse searches) Subject headingsValidate all headings that you have assigned as access points. Compare your headings against those inthe authority file. Do this to ensure that you have chosen the correct heading and form of heading foreach access point.Assign a call number.Process. Prepare the item for circulation (e.g., ownership marks, protective covers).Standards UsedBibliographic and authority records are usually created according to standards. Examples: Description and name/title headings: AACR2 (Anglo‐American Cataloguing Rules, 2nd editionrevised), RDA (Resource Description & Access), RAD (Rules for Archival Description), and others Subject cataloguing: LCSH (Library of Congress Subject Headings), MeSH (Medical SubjectHeadings), AAT (Art & Architecture Thesaurus), BISAC (Book Industry Subject and Category),and others Call number: classification such as LCC (Library of Congress Classification), DDC (Dewey DecimalClassification), Colon Classification, UDC (Universal Decimal Classification) Cutter; accessionnumbers; C3 (Customer‐Centred Classification) system; and others Encoding: MARC (Machine Readable Cataloguing), ONIX (ONline Information eXchange), DublinCore, and othersStaff must have some knowledge of cataloguing standards in order to use the Workflows clienteffectively. Likewise, the full extent of a standard can only be realized if updates and expansions arecontinually integrated into the platforms of the staff client and the public catalogue/discovery layerinterface.Page 6 of 18
The Cataloguing ProcessMARC 21 Format for Bibliographic DataThe table below lists a selection of commonly used MARC bibliographic tags, indicators and subfieldcodes. Adapted from MARC21 Format for Bibliographic Data (http://www.loc.gov/marc/bibliographic).Library of Congress has also published helpful introductory guides on using MARC for bibliographicdata (2009) and authority data (2005).Page 7 of 18
TagIndica‐tors1stField nameSubfield codesISBN aCorrect ISBNInput without spaces or hyphens zIncorrect ISBNCataloguing Source aOriginal cataloging agency bLanguage of cataloging cTranscribing agency (i.e., first toderive the record) dModifying agency (i.e.,subsequent copy cataloguer)2nd020040For University of Toronto iSchool, use:CaOTULS050Library of Congress Call Number0Item is in Library of Congress (LC)1Item is not in LC082Dewey Decimal Classification Number aClassification number0Full Edition 2Edition number of Dewey used1Abridged100*0Assigned by Library of Congress (LC)4Assigned by agency other than LCMain Entry – Personal Name0Forename1Surname aPersonal name dDates associated with a name*If you have a 100 field in a record,you cannot also have a 110 field.Page 8 of 18
TagIndica‐tors1stField nameSubfield codesMain Entry – Corporate Name aCorporate name2nd110*0Inverted name (e.g., Doe, Jane)1Jurisdiction name (e.g., Canada.Department of Justice)Name in direct order (e.g., NationalGallery of Canada)22450Title Statement aTitleNo added entry (use if you do not havea 100 or 110 field in your record) bRemainder of titleAdded entry (use if you have a 100 or110 field in your record)1Number of non‐filing characters0‐9*If you have a 110 field in a record,you cannot also have a 100 field.Format:Title : bremainder of title / cStatementof responsibility.Page 9 of 18 cStatement of responsibility
TagIndica‐tors1stSubfield codesVarying Form of Title aTitle proper/short title2nd246250Field name bRemainder of title0Note, no added entry1Note, added entry2No note, no added entry3No note, added entry#No specific type of title0Portion of title1Parallel title2Distinctive title3Other title4Cover title5Added title page title6Caption title7Running title8Spine titleEdition aEdition statementUse ed. for “edition”.Format:4th ed.260Place of publication aPlace of publication bName of publisherFormat: cDate of publicationToronto : bCoach House Press, c2013.Page 10 of 18
TagIndica‐tors1stField nameSubfield codesPhysical description aExtent, such as number of pages2nd300 bOther physical detail, such asUse p. for “pages”.whether work is illustratedUse ill. for “illustrated”. cDimensionsFormat:300 p. : bill., c23 cm490Series statement as it appears aSeries statement0Series not traced vVolume designation1Series traced xISSNIf series is traced, an 830 field is alsocreated.500General noteNote entered here applies to thismanifestation of the work, and isnot unique only to the copy onhand.504Bibliography aIncludes bibliographicalreferences505Content note aFormatted contents note0Contents rStatement of responsibility1Incomplete content tTitle2Partial content590#Basic0EnhancedLocal noteNote entered here applies only tothe copy on hand.Page 11 of 18
TagIndica‐tors1stField nameSubfield codesSubject Added Entry – Personal Name aPersonal name2nd6000Forename xGeneral subdivision1Surname vFormat subdivision0Library of Congress Subject HeadingsReplace all dashes with x or v610Subject Added Entry – Corporate Name0Inverted name xGeneral subdivision1Jurisdiction name vFormat subdivision2Name in direct order0650Library of Congress Subject HeadingsSubject Added Entry0651 aCorporate name#0690 xGeneral subdivisionLibrary of Congress Subject HeadingsUndefined xGeneral subdivisionLibrary of Congress Subject Headings vFormat subdivisionLocal Subject Access FieldSubject heading entered hereapplies only to the local library. Useonly if it is institutional policy toapply terms to this field.Added Entry – Personal Name700 vFormat subdivision0Forename1Surname#Not an analytical entry2Analytical entryPage 12 of 18 tTitle
TagIndica‐tors1stField nameSubfield codesAdded Entry – Corporate Name tTitle2nd710#Not an analytical entry2Analytical entry730Added Entry – Uniform Title#Not an analytical entry2Analytical entry740Added Entry – UncontrolledRelated/Analytical Title tTitle tTitleNumber of non‐filing characters0‐9#Not an analytical entry2Analytical entry830Series Added Entry – Uniform Title0‐9856Number of non‐filing charactersElectronic Location and Access4 aUniform title uUniform Resource IdentifierHTTP0Resource1Version of resource2Related resourceSee the MARC21 website for how to encode authority, holdings, classification, countries, andlanguages data.When inputting subfield codes in Workflows: The code a should be omitted as a is understood to be the default subfield code. Subfield codes will be replaced with a space upon public display; therefore, do not add anotherspace after each subfield code.Page 13 of 18
EXERCISESTEP 1. Code by hand.Login Instructionsa.) With the item in front of you, describe what it is that youwant a catalogue user to know about the item. Transcribeas much information as possible; where no information isprovided, supply your own textual description using clearand concise language.IP address:b.) Using your description, identify the parts of the MARCrecord that can be used to capture the information thatyou have generated about the item.Login: FISCATHint: Use the MARC tables in this handout to help you decidewhich fields and subfields to code.ilstest.library.utoronto.caWorkstation name:PCGUI‐EDITPIN: 1351This account has been set uponly for the duration of thisworkshop, and will expire afterthe workshop.STEP 2. Enter the metadata in Sirsi Workflows.Search for the bibliographic record in Sirsi Workflows to see if a record of some kind already exists inthe ILS. If the bibliographic record does not exist, create one.To catalogue using Workflows:a.) Select Cataloguing from the Modules menu. Expand the Titles box from the left side menu.Click on Modify Title. Using the search form, locate the record for the work you want tocatalogue. Open the record. Evaluate the record. Modify as necessary. Use the correct MARCtags, indicators, and subfield codes to mark up your metadata.b.) If no records are available, a staff cataloguer usually imports a record to modify, or creates anoriginal record. For this workshop, if you cannot find an existing record to modify, then createan original record using “Add Title”:o In “Add Title”: “Control” folder: Select the appropriate record format type. “Bibliographic” folder: Populate the description and fixed fields as appropriate,using the correct MARC tags, indicators, and subfield codes to mark up yourmetadata. Click “Save” to save changes.c.) Click on the “Call Number” folder.o Look for an item record (item ID barcode) attached beneath the call number record. Ifthe item record is missing, use the “Add item” tool to attach one.o In the “Item ID” field, enter the library barcode of your item.d.) Continue modifying the bibliographic record and the volume and item records.e.) Go back to the bibliographic record and click on the “shield” icon in order to validate headingsagainst the authority file. (See the next subsection, “Wizard icons listed at the top ”)Page 14 of 18
f.) Check the shelf list for call number duplication. (See the next subsection, “Wizard icons listed atthe top ”)Wizard icons listed at the top of the “Modify Title” task window: 1324 5 6Icon 1. List the catalog by call number.Icon 2. Validate headings. (Headings in bibliographic record will be checked against authority file.)Icon 3. Insert blank field above current field.Icon 4. Insert blank field below current field.Icon 5. Insert blank field at bottom of form.Icon 6. Delete current field.STEP 3. Validate headings.As you were saving your work during the editing stage, you may have noticed the code ?UNAUTHORIZED appearing beside certain 1XX, 6XX, 7XX and 830 fields.The ?UNAUTHORIZED code is auto‐generated; it appears when a heading entered does not match theheadings found in the authority file. Regardless of whether an ?UNAUTHORIZED code appears or not,you should always validate headings. If a heading is not found, you will need to establish it by creatingan authority record for it.To validate headings:a.) Save your work first.b.) Next, select any heading that you want to verify, and click on the “Validate headings” wizard(the shield icon) located near the top left corner of Modify Title.c.) A new window will open:Page 15 of 18
d.) Review the hit list for available matches. Determine whether the record applies to your heading.Headings marked with a green check mark on the shield are authorized (or valid) headings andmay be used in your bibliographic record. Headings marked with a red arrow on the shield areunauthorized (or invalid) headings and must not be used in your bibliographic record. Is theheading that you have us
Cataloguing, or at a minimum, a basic understanding of the purposes of cataloguing, is fundamental to collection management activities and informs re
1. Introduction 2. New classification systems 2.1 ISIC Rev. 4 2.2 NACE Rev. 2 2.3 CPC Rev. 2 2.4 CPA 2008 3. Backcasting - Old data presented in new classifications 4. Revision of the System of National Accounts 4.1 SNA 2003 Rev. – SNA 2008 4.2 Revision of the European system of national accounts ESA 5. Consequences for INFORUM Modelling .
Git Workflows. r rw rw w pr fk fk Trees Commits Branches Repositories Workflows. eScribis GestionDeProduits-GitWorkflows-6 2. r rw rw w pr fk fk Trees Commits Branches Repositories Workflows. eScribis GestionDeProduits-GitWorkflows-6 3 Workflows . "
Introduction to Workflow Service 11 IIntroduction to Workflow Service Workflow Service is a web-based service for creating workflows. It allows you to create, execute, and manage workflows, ranging from simple approval processes to custom workflows that exchange data with REST services. As a result, workflows created using Workflow Service can .
The Evolution Of Production Workflows: Empowering Creative Processes with Software-Defined Workflows 6 SECTION 1 INTRODUCTION MovieLabs articulated our 10-year vision for the future of media creation in The Evolution of Media Creation and The Evolution of Production Security, which address migration to the cloud, a new approach to security, and advanced flexible workflows designed to better
Barb Poustie Former School Library Manitoba Education and Training Curriculum Consultant (from 1992-1995) Atarrha Wallace Cataloguing Specialist Manitoba Education and Training Members of the School Library Administrators of Manitoba’s Subcommittee on Cataloguing Howard Engel Li
Feb 09, 2019 · British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library Library of Congress Cataloguing in Publication Data Postfeminisms: feminism, cultural theory, and cultural forms /Ann Brooks. Includes bibliographical references and index. 1. Femin
The recent call for papers on this topic brought to mind the contribution that the Cataloguing and Indexing Group made to the cataloguing of non-text material in the context of Anglo-American cataloguing rules (AACR). As this year is the fiftieth anniversary of the publication of AACR in 1967, it see
A. General guidance for academic writing The style of writing required for LSHTM assessments may call for different skills to those you have used in your previous education or employment. If you are not entirely confident in this, remember that the more academic writing you do, the better you will become at it. Aspects that may be new or unfamiliar, such as citing and referencing, should .
