Using Evergreen’s Cataloging Module

Documentation Interest Group

Table of Contents

I. Introduction
1. About This Documentation
2. About Evergreen
II. Managing Authorities
3. Creating Authorities
4. Importing Authorities
Setting up Authority Record Match Sets
5. Manage Authorities Interface
Searching for authorities
Editing authority records
III. Batch Importing MARC Records
6. Permissions
7. Record Display Attributes
8. Record Match Sets
Creating a Match Set
Replace Mode
Quality Metrics
9. Merge/Overlay Profiles
10. Import Item Attributes
11. Import Records
12. Default Values for Item Import
IV. Cataloging Electronic Resources — Finding Them in Catalog Searches
13. Adding a Located URI to the Record
Located URI Example 1
Located URI Example 2
14. Using Transcendent Bib Sources for Electronic Resources
V. Cataloging in the Web Client
15. MARC Tag-table Service
VI. Conjoined Items
16. Using the Conjoined Items Feature
VII. Section X - Copy Buckets
17. Managing Copy Buckets
Creating Copy Buckets
Editing Copy Buckets
Sharing Copy Buckets
Deleting Copy Buckets
18. Adding Copies to a Bucket
From the Copy Bucket Interface
From a Catalogue Search
From the Item Status Interface
19. Removing Copies from a Bucket
20. Editing Copies in a Bucket
21. Deleting Copies from the Catalogue
22. Placing Holds on Copies in a Bucket
23. Transferring Copies to Volumes
VIII. Link Checker
24. Search for URLs
25. View Your Results
26. Manage Your Sessions
Edit Columns
Clone Sessions
View Verification Attempts
IX. MARC Batch Edit
27. Action (Rule Type)
28. Other Template Fields
Advanced Matching Restrictions (Optional)
X. Working with the MARC Editor
29. Editing MARC Records
MARC Record Leader and MARC fixed field 008
XI. Monograph Parts
30. Add a Monograph Part to an Existing Record
31. Monograph Part Merging
XII. Overlay Existing Catalog Record via Z39.50 Import
XIII. MARC 007 Field Physical Characteristics Wizard
XIV. TPAC Copy Edit Links
XV. Z39.50 Search Enhancements
A. Attributions
B. Adomonitions

List of Tables

10.1. Holdings Import Profile Fields