Using Evergreen’s Cataloging Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Working with the MARC Editor
3. Editing MARC Records
MARC Record Leader and MARC fixed field 008
MARC Tag-table Service
MARC 007 Field Physical Characteristics Wizard
4. Specific fields
III. Working with holdings data
5. TPAC Copy Edit Links
6. Monograph Parts
Add a Monograph Part to an Existing Record
Monograph Part Merging
7. Copy Buckets
Managing Copy Buckets
Adding Copies to a Bucket
Removing Copies from a Bucket
Editing Copies in a Bucket
Deleting Copies from the Catalogue
Placing Holds on Copies in a Bucket
Transferring Copies to Volumes
8. Conjoined Items
Using the Conjoined Items Feature
IV. Batch Importing MARC Records
9. Introduction
10. Permissions
11. Record Display Attributes
12. Record Match Sets
Creating a Match Set
Replace Mode
Quality Metrics
13. Merge/Overlay Profiles
14. Import Item Attributes
15. Import Records
16. Default Values for Item Import
V. Managing Authorities
17. Introduction
18. Creating Authorities
19. Importing Authorities
Setting up Authority Record Match Sets
20. Manage Authorities Interface
Searching for authorities
VI. Working with Electronic Resources
21. Cataloging Electronic Resources — Finding Them in Catalog Searches
Adding a Located URI to the Record
Using Transcendent Bib Sources for Electronic Resources
22. Link Checker
Search for URLs
View Your Results
Manage Your Sessions
VII. MARC Batch Edit
23. Introduction
24. Setting Up a Batch Edit Session
Action (Rule Type)
Other Template Fields
Advanced Matching Restrictions (Optional)
25. Examples
Adding a new field to all records
Delete a field if it contains a particular string
VIII. Z39.50 copy cataloging
26. Overlay Existing Catalog Record via Z39.50 Import
27. Z39.50 Search Enhancements
IX. Using the Public Access Catalog
28. Basic Search
29. Advanced Search
Sort Results
Search Library
Limit to Available
Exclude Electronic Resources
Search Filter
Numeric Search
Expert Search
30. Boolean operators
31. Search Tips
32. Search Methodology
Order of Results
33. Search URL
locg Parameter
qtype Parameter
34. Search Results
Facets: Subjects, Authors, and Series
Viewing a record
35. Details
Placing Holds
SMS Call Number
Going back
36. My Account
Logging In
Password Reset
Account Summary
Items Checked Out
Account Preferences
Patron Messages
A. Attributions
B. Admonitions
C. Licensing

List of Tables

14.1. Holdings Import Profile Fields
30.1. Boolean symbolic operators