Cataloging

In our consortium, we have 3 cataloging levels.

Level I Item Cataloging

Item catalogers must be able to:

  • Search the Balsam catalog for existing records
  • Match an item to an existing record
  • Evaluate existing records in Balsam (basic understanding of MARC)
  • Add holdings to an existing record
  • Edit holdings attached to an existing record
  • Delete holdings from an existing record

Click here for step-by-step directions.

Level II Copy Cataloging

Copy catalogers must be able to complete Item cataloging tasks and:

  • Evaluate bibliographic records
  • Understand the differences between AACR2 and RDA
  • Import bibliographic records with Z39.50
  • Edit fixed fields
  • Merge bibliographic records
  • Overlay bibliographic records
  • Transferring records/items
  • Cataloging series

Click here for step-by-step directions.

Level III Original Cataloging

Original catalogers must be able to complete Item and Copy cataloging tasks and be able catalog items from scratch.


Useful References