NExpress KohaNExpress Koha

Cataloging in the New Cataloging in the New

Shared CatalogShared Catalog

Just like in your old Just like in your old system…system…

• Add holdings to existing recordsAdd holdings to existing records

• Bring in (import) records for items Bring in (import) records for items not in the catalognot in the catalog

• Create new MARC record for an itemCreate new MARC record for an item

The Migration Process: Pouring from one container to another

Item types(Koha)

Item types(Winnebago or Follett)

We just hope they make more

sense!

Material Types &Call Numbers(Winnebago/Follett)

Collection Codes(Koha)

BillingualBiography

Board BookBook on CassetteBook on

Old System n/a(Winnebago/Follett)

Shelving location(Koha)

AdultChildrens

Young Adult

Cataloging

Add holdings to existing Add holdings to existing recordsrecords

First, search the catalog for the First, search the catalog for the item you have in your hand. item you have in your hand.

There are two ways to get to the cataloging

module in Koha

In the Cataloguing Search box, type in

the book’s ISBN number; searching

by ISBN

Click MARC

Click Add Holdings

Fill in necessary information

Click Add Item

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•8 – Koha collection•c – Shelving location•d – Date acquired•g – Cost , normal

purchase price•o – Koha full call

number•p – Piece designation

(barcode)•t – Copy number•v – Replacement cost•y – Koha Item type•z – Public note

If the item is not already If the item is not already in the catalog:in the catalog:

Importing new MARC records into the catalog

directly from online databases

In Koha:In Koha:• If no search result is found, click z39.50 searchIf no search result is found, click z39.50 search

• Put the ISBN in the ISBN fieldPut the ISBN in the ISBN field

• Choose the databases to search (ex. KLC & Choose the databases to search (ex. KLC & Library of Congress)Library of Congress)

• Click on MARC to check the recordClick on MARC to check the record

• Choose the best record & click ImportChoose the best record & click Import

• Change the framework from Default to Change the framework from Default to StandardStandard

• Add your library’s OCLC code to the 003 fieldAdd your library’s OCLC code to the 003 field

• Click SaveClick Save

• Add item informationAdd item information

• Done!Done!

Click z39.50 searchClick z39.50 search

• Search many free databases for a Search many free databases for a recordrecordClick Select All or

boxes next to the databases to

search

Click Search

Click MARC to check the record for

accuracy

Click Import

003 field. Add your OCLC code.

Change the framework from Default to Standard

Alternate way to import new Alternate way to import new MARC records directly from MARC records directly from

online databasesonline databases

Click Add MARC RecordClick Add MARC Record

Change the framework from Default to Standard

Click Z39.50 Search

Steps are the same as Steps are the same as previousprevious

If the item can’t be found in If the item can’t be found in a Z39.50 Search: a Z39.50 Search: Import from the Hybrid

KLC

or

Import from OCLC

or

Import from vendor

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Batch Import of RecordsBatch Import of Records

• Download batch of records to your Download batch of records to your desktop from the Hybrid KLC, OCLC, desktop from the Hybrid KLC, OCLC, or a vendoror a vendor

• Under Tools, click State MARC Records Under Tools, click State MARC Records for Import (must be logged in TECH for Import (must be logged in TECH account)account)

• Use the Browse button to find the file Use the Browse button to find the file on your Desktop. Click Upload file. on your Desktop. Click Upload file.

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Batch Import of Records Batch Import of Records (cont.)(cont.)

• Make sure the cataloging defaults Make sure the cataloging defaults look like this: look like this:

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Batch Import of Records Batch Import of Records (cont.)(cont.)

• and like this: and like this:

• Click Stage for Import. Click Stage for Import.

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Batch Import of Records Batch Import of Records (cont.)(cont.)• If you tried to download an item If you tried to download an item

already in the catalog, you will be already in the catalog, you will be notified. Click Manage Staged notified. Click Manage Staged Records. Records.

• Click Import into CatalogueClick Import into Catalogue

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Batch Import of Records Batch Import of Records (cont.)(cont.)

• Click on the Biblio Number or wait 10 Click on the Biblio Number or wait 10 minutes to Search for the Item. minutes to Search for the Item.

• Add item information. Add item information.

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Cataloging Tips & HandoutsCataloging Tips & Handouts

• http://www.nexpresslibrary.org/trainihttp://www.nexpresslibrary.org/training/cataloging-training/ng/cataloging-training/ – Koha Cataloging ManualKoha Cataloging Manual– NExpress Item Types and Collection NExpress Item Types and Collection

CodesCodes– Adding Item InformationAdding Item Information– Adding Records from the Hybrid KLCAdding Records from the Hybrid KLC– CatExpress to NExpress -- Staging CatExpress to NExpress -- Staging

Records for ImportRecords for Import– Adding Brief Title & ILL Item RecordsAdding Brief Title & ILL Item Records

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