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.
Other Cataloging Directions
- Audience Fixed Field (click to download PDF)
- Use of a Single Bibliographic Record for Books (click to download PDF)
- Managing Icons in Evergreen (click to download PDF)
Useful References