Chapter 5. Cataloging

Table of Contents

1. Bibliographic Records
1.1. Adding Records
1.2. Editing Records
1.3. Duplicating Records
1.4. Merging Records
2. Item Records
2.1. Adding Items
2.2. Editing Items
2.3. Moving Items
2.4. Item Specific Circulation History
3. Authorities
3.1. Adding Authorities
3.2. Searching Authorities
3.3. Editing Authorities
4. Cataloging Guides
4.1. Bibliographic Record Cataloging Cheat Sheet
4.2. Item/Holdings Record Cataloging Guide
4.3. Handling On Order Items and Holds

Before you start cataloging in Koha you're going to want to do some basic setup. Refer to the Implementation Checklist for a full list of these things. Most importantly you're going to want to make sure that your Frameworks are all defined the way you want. Once in the cataloging module you will not be able to add or remove fields and subfields so your frameworks must be ready before you start cataloging.

1. Bibliographic Records

1.1. Adding Records

Records can be added to Koha via original or copy cataloging. If you would like to catalog a record using a blank template

  • Click 'New Record'

    • Choose the framework you would like to base your record off of

If you want to catalog a record based on an existing record at another library

  • Click 'z39.50 Search'

    • Search for the item you would like to catalog

      • Tip

        If no results are found, try searching for fewer fields, not all Z39.50 targets can search all of the fields above.

    • Search targets can be altered by using the Z39.50 Admin area.

    • From the results you can view the MARC or Card view for the records or choose to Import them into Koha

      • In addition to the Import link to the right of each title, you can click on the title you're interested in and a menu will pop up with links to preview the record and import it

Once you've opened a blank framework or imported a record via Z39.50 you will be presented with the form to continue cataloging

  • To expand a collapsed tag click on the tag number

  • To get help from the Library of Congress on a Marc tag click the question mark (?) to the right of each field number

    • Tip

      If you think this is an unwanted feature, you could add the following JavaScript to your intranetuserjs system preference:

                       $(".tagnum a").hide();
  • Sometimes fields may not be editable due to the value in your BiblioAddsAuthorities system preference. If you have this preference set to not allow catalogers to type in fields controlled by authorities you may see a lock symbol to the left of the field.

    • If this icon appears you must click the ellipse to the right of the field to search for an existing authority.

    • From the results list click 'Choose authority' to bring that into your catalog record

  • To duplicate a field click on the + (plus sign) to the right of the tag

    • To move subfields in to the right order, click the up arrow to the left of the field

    • To duplicate a subfield click on the clone icon (to remove a copied field, click the delete clone icon) to the right of the field

    • To remove a subfield (if there is more than one of the same type), click the - (minus sign) to the right of the field

  • To use a plugin click on the ... (ellipse) to the right of the filed

  • Once you've finished, click the 'Save' button at the top and choose whether you want to save and view the bib record you have created or continue on to add/edit items attached to the record

    • If you are about to add a duplicate record to the system you will be warned before saving

1.2. Editing Records

To edit a record you can click 'Edit Biblio' from the search results on the cataloging page

or by clicking the Edit button on the Bibliographic Record

The record will open in the MARC editor

Once you have made your edits you can click 'Save' at the top of the editor.

1.3. Duplicating Records

Sometimes a copy of the record you need to catalog can't be found via Z39.50. In these cases you can create a duplicate of similar record and edit the necessary pieces to create a new record. To duplicate an existing record click 'Edit as New (Duplicate)' from the Edit menu on the Bibliographic Record

This will open a new MARC record with the fields filled in with the values from the original Bibliographic Record.

1.4. Merging Records

If you would like to merge together multiple records you can do that via the Lists tool. Learn more here.