Cataloging Manual

Appendix L:

Sample Workflows

Grasselli Library & Breen Learning Center, John Carroll University
Courtesy of Lauren Marshall

• Original cataloging
• Print periodical/standing order cataloging and holdings management
• Cataloging/holdings maintenance - Electronic packages
• Cataloging/holdings maintenance - Individual electronic journals: 
• Technical services intranet page with a variety of procedures (some documents might not be shared publicly): 

John W. Dickhaut Library, Methodist Theological School in Ohio
Courtesy of David Powell

• I use OCLC Connexion client.
• Scan (or type, if necessary) ISBNs into Connexion for a batch search.
• Select the best record for an item from among the results (often DLC).
• Search the OCLC number in Sierra to see if it is already there. If not, search the title just be sure. If another record has been used in Sierra, locate it in the Connexion results or search for it.
• Eyeball the bib record. Select a call number and verify it against the classification schedule. Does it make sense relative to the item’s contents?<
• Add the 949s to the bib record in Connexion if exporting. If not, add the item record to the existing bib record in Sierra.
• Set holdings in Connexion (batch) and print and apply the spine label from Connexion (item by item).
• When a batch is done, run record actions in Connexion (updating holdings).
• Apply book tape over each spine label.
• Courtesy of David Powell