This page contains links to cataloging and metadata documentation created and maintained by the Cataloging and Metadata Group (CMG), and staff of the Cataloging and Metadata Services and Library Enterprise Systems departments, along with links to recommended external cataloging and metadata resources. To report an issue with content on this page, contact Christine DeZelar-Tiedman or Stacie Traill.
Documentation guidelines
- Cataloging and Metadata Documentation Management Guidelines (CMG/CMD)
- Cataloging Procedures Stylesheet (CMG)
- Submission Form for New or Revised Documentation (CMG)
General policies and procedures
- *BIBCO Cataloging at U of M (CMG)
- *Bibliographic and Holdings Fields Mapped to Alma Analytics Local Params (CMG)
- *Bibliographic Maintenance Overview (CMG)
- *Cataloging Status Indicator (MARC Field 909): Policy and Procedure (CMG)
- *Classification and Shelflisting (CMG)
- *Copy Ids in Alma Records (CMG)
- *Creation of Duplicate Records (CMG)
- *Deleting Bibliographic Records in Alma (CMG)
- *Diacritics in Alma (CMG)
- *Discs 101: or, what is this thing? (CMG)
- Gift Routing, Reviewing, and Processing Procedures (ARC)
- *Holdings and Items for Accompanying Materials (CMG)
- *Holdings Records in Alma (CMG)
- *Instructions for Smart Barcode printing in batch (CMD)
- *Local Data in Alma Bibliographic and Holdings Records (including 9XX fields) (CMG)
- *Material Types in Alma Item Records, Portfolio Records, and Purchase Order Lines (CMG)
- *MNU RDA Monograph Copy Cataloging Policy (CMG)
- *Overlaying (Merging) an Alma Record from via Search Resources (CMG)
- *Physical Items Without Item Records (CMG)
- *Poisonous Bindings (CMG)
- *Primo Deduplication Flag: MARC field 991 (CMG)
- *Processing Replacement Materials
- *Recording the location of staff copies in Alma (CMG)
- *Related Holdings Relationships in Alma (CMG)
- *Removing Process and Work Order Statuses from Completed Items in Alma
- Requested Items Guidelines: Holds, Notifications, Routing & Rushes
- *Tracking Gift Materials in Alma (CMG)
- *Use of OCLC Symbols and MARC Institutional Codes in Alma (CMG)
- *Using OCLC Connexion Client to Export and Overlay Alma Records (CMG)
- *Writing Alma System Numbers on Materials
Physical resources
- Cataloging Maintenance Overview
- *Holdings and Item Records in Alma (CMG)
- Item Record Provenance Field
- *Removing Process and Work Order Statuses from Completed Items in Alma (CMG)
- *URLs in Bibliographic Records for Physical Materials (CMG)
- Wilson Library Dewey to LC Reclass Procedures
Books
- *Added Edition and Added Copy Definitions for Books (CMG)
- *Analytic Cataloging in Alma (CMG)
- *Analytic Cataloging/Bound-Withs: MARC Field 773 (CMG)
- *Cataloging Photocopies and Print on Demand Reproductions (CMG)
- *MARC 006 and 007 Coding for Accompanying Materials (CMG)
- *RDA Guidelines for Books with Accompanying Materials (CMG)
Cartographic
- *Atlas Cataloging Guidelines (CMG)
- *MNU RDA Map and Atlas Copy Cataloging Policy (CMG)
- *Physical Processing for Sheet Maps: Borchert Map Library and Walter Library (CMG)
- *Sheet Map Cataloging Guidelines (CMG)
Continuing Resources
- *Abbreviations of Captions and Months (U of M Supplement to CONSER) (CMG)
- *Adding Volumes: Using Fields 866, 867, and 868 (CMG)
- *Analytic Cataloging in Alma (CMG)
- *Analytic Cataloging/Bound-Withs: MARC Field 773 (CMG)
- Cancelled or Ceased Limited Retention Serials Workflow
- *Cataloging Photocopies and Print on Demand Reproductions (CMG)
- *Changes in Size of Serials and Multi-Volume Sets (CMG)
- Common Situations with Publication Patterns (Google Presentation, 08/2021)
- *Major Changes for Serials (CMG)
- *Minor Title Changes for Serials (CMG)
- % *Supplements, Special Issues, and Indexes (CMG)
Music and audio recordings
- *Call Numbers and Item Numbers (Cutters) for TMUSI Materials (CMG)
- %*Cataloging and Processing Boxed Sets for Music Library (TMUSI) Locations (CMG)
- *Cataloging Digital Audio Recordings (CMG)
- *CD/DVD accessioning for Music Library Materials (CMG)
- *Format for Dates in Call Numbers for TMUSI Materials (CMG)
- *Manuscript and Facsimile Scores for the Music Library (TMUSI) Collection (CMG)
- ^ *Materials Accompanying TMUSI Periodical Issues (CMG)
- *Microform Reproductions (Music Library) (CMG)
- ^ *Music Library Books and Scores With Accompanying Materials (CMG)
- *Music Library Rare (TMUSI RAR) Score/Monograph Cataloging and Processing (CMG)
- *Music Library Vocal Arts Center (TMUSI VAC/Schussler Room) Score/Monograph Cataloging and Processing (CMG)
- ^ *Music Score Binding Procedures (CMG)
- $ Non-music Sound Recordings Cataloging Guidelines
- *Processing Sound Recordings for Branch Libraries (Excluding TMUSI)
- *Published-on-Demand (POD) Music Scores (CMG)
- *Routing Music Library CD/DVDs to Marking (CMG)
Other
- *Cataloging Photocopies and Print on Demand Reproductions (CMG)
- $ Microforms Cataloging
- *RDA Print Thesis and Dissertation Cataloging (CMD)
- Wangensteen Objects Metadata Procedure (Draft)
- *Zine Cataloging Procedures (CMG)
Video
- *Completing Holdings and Items for Walter SMART Learning Commons Materials (CMG)
- *MNU RDA Video Copy Cataloging Policy (CMG)
- *Processing Video Recordings for Branch Libraries (Excluding Music Library) (CMG)
Archives and special collections
General
- Added Copy Flag
- *Archives and Special Collections Added Copy Policy Document (CMD)
- Batch Creation of Items with Multiple Bibs
- Cabinets and Keys
- *Cataloging Artists' Books and Modern Fine Press Books (CMG)
- *Cataloging Offprints and In-Analytics (CMG)
- *Changes in Size of Serials and Multi-Volume Sets (CMG)
- *Collection-level Records for Archival and Manuscript Collections (CMD)
- *Creating Brief Alma Records for Archival Materials (CMD)
- *Expanded Translation Table (CMD)
- *Guidelines for Cataloging Advance Reader's Copies (CMG)
- *Guidelines for Cataloging Bound-with Materials for Special Collections (CMD)
- *Guidelines for Transport and Delivery of Archives and Special Collections (ASC) Materials Between Wilson and Andersen Libraries (CMG)
- *Item-Level Manuscripts Cataloging Policy (CMG)
- *Laid-In Materials Handling and Decision-Making for Archives and Special Collections (CMD)
- *MNU RDA Monograph Copy Cataloging Policy for Archives and Special Collections (CMG)
- *Poisonous Bindings (CMG) | Routing Flag
- *Rare Book Cataloging Policy (CMG)
- % *Size Designators for Archives and Special Collections Materials (CMD)
- *Spine Labeler Tips and Tricks for Archives and Special Collections (CMD)
- *Zine Cataloging Procedures (CMG)
Project / location specific
- *Alma Editing by Children's Literature Research Collections Staff: Guidelines and Procedures (CMD)
- Cataloging request form
- *Children's Literature Research Collections Cataloging: Processing Red Balloon Purchases (CMD)
- *Children's Literature Research Collections Monographs Cataloging
- *Guidelines for Cataloging Fairy Tales and Folklore for the Kerlan Collection
- *Guidelines for Original Cataloging of Gay/Lesbian Pulp Novels in the Tretter Collection (CMD)
- *Kirschner Collection Cookbooks Processing Guide (CMD)
- Sherlock Holmes Collection Cataloging Procedures (CMD)
Authority work
- *Authority Control in Alma (CMG)
- *Authority Work for Copy Cataloging: Job Aid
- How to use the PTC Macro
- *NACO Authority Work - Local Best Practice (CMD)
- *NACO Review Procedures for University of Minnesota (CMD)
- Preferred Term Correction Excel/VBA Macro
- Preferred Term Correction Report Processing
- *Using OCLC Connexion for NACO: Brief Guide (CMD)
Cataloging maintenance and batch processing
- *Adding Volumes: Using Fields 866, 867, and 868 (CMG)
- *Alma Batch Importing Process Using OCLC Connexion and MarcEdit (CMG)
- *Bibliographic Maintenance Overview (CMG)
- Cataloging Maintenance Overview
- *Deleting Bibliographic Records in Alma (CMG)
- *Identifying and Re-suppressing Bib Records After Import/Overlay (CMG)
- *Loading MARCIVE Gov Docs Records
- *Major Changes for Serials (CMG)
- *Merging Bibliographic Records in Alma (CMG)
- *Minor Title Changes for Serials (CMG)
- Preferred Term Correction Excel/VBA Macro
- Preferred Term Correction Instructions "How to"
- *Reinstatements in Alma (CMG)
- Retention Programs and Procedures
- *Using MARCEdit with the Alma API (CMG)
- Wilson Library Dewey to LC Reclass Procedures
- *Withdrawal Process in Alma (CMG)
Electronic resources
- *Alma E-Resource Inventory Categories (CMG)
- Batch Metadata Management for Monographic E-resources: Overview (PDF)
- *Cataloging University of Minnesota Libraries Publishing ebooks and ejournals (CMG)
- *Ebook Cataloging Guidelines (CMG)
- *Editing and Import Guidelines for Ebook Record Sets (CMG)
- Linking a Collection to a Discovery Record
- *MNU RDA Streaming Video Copy Cataloging Policy (CMG)
- *Provider Names in Monographic E-Resource Records (CMG)
Non-MARC metadata
ETD processing
- % *ETD Conversion Script and File Preparation (CMD)
- *ETD Instructions for Editing Spreadsheet Files (CMD)
- *ETD Metadata Conversion and Upload Process (CMD)
Standards and rules
- *Abbreviations of Captions and Months (U of M Supplement to CONSER) (CMG)
- *Adding Volumes: Using Fields 866, 867, and 868 (CMG)
- *BIBCO Cataloging at U of M (CMG)
- *MARC 006 and 007 Coding for Accompanying Materials (CMG)
RDA
- *MNU RDA Map and Atlas Copy Cataloging Policy (CMG)
- *MNU RDA Monograph Copy Cataloging Policy (CMG)
- *MNU RDA Monograph Copy Cataloging Policy for Archives and Special Collections (CMG)
- *MNU RDA Music Copy Cataloging Policy (CMG)
- *MNU RDA Print Thesis and Dissertation Cataloging (CMG)
- *MNU RDA Video Copy Cataloging Policy (CMG)
Tools documentation
Connexion
- *Alma Batch Importing Process Using OCLC Connexion and MarcEdit (CMG)
- Using OCLC Connexion Client to Export and Overlay Alma Records
- *Using OCLC Connexion for NACO: Brief Guide (CMD)
(also see the Connexion section in 'Resources' below)
Macro express
- *Cataloging Status Indicator (MARC Field 909): Policy and Procedure (CMG)
- Google Drive Folder with .mex file
- MARC 909 Field: Installing and Using Macros
MarcEdit
- *Alma Batch Importing Process Using OCLC Connexion and MarcEdit (CMG)
- *Using MARCEdit with the Alma API (CMG)
(also see the MarcEdit section in 'Resources' below)
Spine labeler
Browser extensions
Chrome
- Batch Link Downloader
- Google Input Tools
- Google Calendar Guest Modify Default
- Unicode Input
- UTF-8 and Unicode Characters
- Zip Extractor
FireFox
Resources
- Alma Policies
- Alma Procedures (Under Development)
- Alma Libraries and Locations
- ARC Procedures, Policies & Tools
- AutoCat's Resources for Cataloging and Metadata
- Cataloger's Desktop
- ISSN portal (username: umn1, one site-wide log-in available)
- LC Authority File
- LC Catalog Browse
- LC Linked Data Service
- MARC Documentation
- Metadata Best Practices for Trans and Gender Diverse Resources
- New Locations in Alma: Relationship to Terms of Use & Item Policy
- OCLC Bibliographic Formats and Standards
- Procedure: Correcting Shelf-Ready Problems
- RDA Toolkit
- Standard Citation Forms for Rare Materials Cataloging
- Valid OCLC & Institutional Codes
Alma training
For the most current training videos and information, go to the Alma Training pages of the Ex Libris Knowledge Center. (No username/password is required.) Links of particular interest to Cataloging and Metadata training needs are listed here.
- Alma Glossary
- Alma Search Indexes
- Alma User Interface
- LibGuide for Alma
- Metadata Management
- Searching in Alma
Authority training
BIBCO training
- BIBCO Standard Record (BSR) RDA Metadata Application Profile (PDF)
- BIBCO Participants’ Manual (BPM) (PDF)
- *BIBCO Review Workflow: Job Aid
- H 0170 - CONSER & BIBCO Standard Records (Instruction Sheet from SHM) (PDF)
- H 0180 - Assigning and Constructing Subject Headings (Instruction Sheet from SHM) (PDF)
- PCC Training Manual for Applying Relationship Designators in Bibliographic Records
- PCC Guidelines for Creating Bibliographic Records in Multiple Character Sets
- Provider-Neutral E-Resource MARC Guide (DOCX)
BIBFRAME training
- BIBFRAME Manual Editor and BIBFRAME Database [new] (PDF)
- BIBFRAME Training at the Library of Congress
Calculators
Calendars and dates
Classification tools and training
- Classification Proposal Menu
- Classification Web
- Classification Web Help
- Fundamentals of Library of Congress Classification
- Library of Congress Classification and Shelflisting Manual (CSM)
- Library of Congress Classification Approved Monthly Lists
- NLM Classification
- NLM Classification Training Modules
Connexion macros
- Connexion Client macro documentation
- Joel Hahn's macros
- Official OCLC Connexion macrobook (Download)
- Walt Nickeson's macros
Connexion training
Staff can find the most current Connexion client training materials on the OCLC website. Links of particular interest to Cataloging and Metadata training needs are listed below.
- Bibliographic Formats and Standards (BFAS)
- Cataloging Documentation
- Connexion client documentation, training, and known issues
- List of Stopwords for Corporate/Conference/Geographic names indexes (ctrl+f stopwords)
- Searching authorities
- Searching WorldCat
- Technical Bulletins
- WorldCat Indexes
- WorldCat Validation release notes and known issues
Cutter tables
Descriptive cataloging
- Descriptive Cataloging Manual (DCM) Z1 and LC Guidelines Supplement
- Descriptive Cataloging of Rare Materials - published manuals
- RDA Toolkit
- Serials Cataloging Cooperative Training Program (SCCTP) Workshop
Languages
- ALA-LC Romanization Tables
- ARM & DMA Language Expertise (This hasn't been updated in a while)
- Initial Definite and Indefinite Articles
- Slavic Cataloging Manual
MARC code lists
- Genre/Form Code and Term Source Codes
- MARC Code List for Countries
- MARC Code List for Geographic Areas
- MARC Code List for Languages
- MARC Code List for Organizations
- MARC Code List for Relators
MarcEdit training
Proposal work
- Classification Proposal menu in Classification Web
- Editing an existing subject heading (PDF)
- F50 - Classification proposals (from Classification and Shelflisting Manual) (PDF)
- FAQ on SACO Proposals
- SACO Participants' manual (PDF)
- SACO Proposal workflow
- Searching and editing a subject proposal (PDF)
- Subject Proposal menu in Classification Web
RDA and RDA code lists
- List of Changes (revisions, additions, deletions) in LC-PCC Policy Statements
- RDA Training Materials (pre 3R)
- RDA Workshop Information from ALA 2020 Midwinter [new]
- Summary of RDA Updates
- Resource Description Access Steering Committee (RDC) website
- Term and Code List for RDA Carrier Types
- Term and Code List for RDA Content Types
- Term and Code List for RDA Media Types
Scripts
Subject cataloging
- Basic Subject Cataloging Using LCSH
- Intro To LCDGT (PDF)
- LC Subject Heading Manual
- Library of Congress Subject Headings Approved Monthly Lists
- Library of Congress Subject Headings Proposal Menu
- MeSH Headings
- MeSH Headings Training Modules
- RBMS Vocabularies
- Using MeSH in Cataloging (training modules)
Major revisions still needed
The Cataloging and Metadata Group (CMG) has charged a Documentation Subgroup (DSG) with the revision of the following documents.