1. NExpress Koha Cataloging in the New Shared Catalog

2. Just like in your old system… Add holdings to existing records Add holdings to existing records Bring in (import) records for items not in the catalog Bring in (import) records for items not in the catalog Create new MARC record for an item Create new MARC record for an item

3. The Migration Process: Pouring from one container to another

4. Item types (Koha) Item types (Winnebago or Follett) We just hope they make more sense!

5. Material Types & Call Numbers (Winnebago/Follett) Collection Codes (Koha) Billingual Biography Board Book Book on Cassette Book on

6. Old System n/a (Winnebago/Follett) Shelving location (Koha) Adult Childrens Young Adult Cataloging

7. Add holdings to existing records First, search the catalog for the item you have in your hand. First, search the catalog for the item you have in your hand.

8. There are two ways to get to the cataloging module in Koha

9. In the Cataloguing Search box, type in the book’s ISBN number; searching by ISBN

10. Click MARC

11. Click Add Holdings Fill in necessary information Click Add Item

12. 12  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

13. If the item is not already in the catalog: Importing new MARC records into the catalog directly from online databases

14. In Koha: If no search result is found, click z39.50 search If no search result is found, click z39.50 search Put the ISBN in the ISBN field Put the ISBN in the ISBN field Choose the databases to search (ex. KLC & Library of Congress) Choose the databases to search (ex. KLC & Library of Congress) Click on MARC to check the record Click on MARC to check the record Choose the best record & click Import Choose the best record & click Import Change the framework from Default to Standard Change the framework from Default to Standard Add your library’s OCLC code to the 003 field Add your library’s OCLC code to the 003 field Click Save Click Save Add item information Add item information Done! Done!

15. Click z39.50 search Click z39.50 search Search many free databases for a record Search many free databases for a record Click Select All or boxes next to the databases to search Click Search

16. Click MARC to check the record for accuracy

17. Click Import

18. 003 field. Add your OCLC code. Change the framework from Default to Standard

19. Alternate way to import new MARC records directly from online databases Click Add MARC Record Click Add MARC Record

20. Change the framework from Default to Standard Click Z39.50 Search Steps are the same as previous

21. If the item can’t be found in a Z39.50 Search: Import from the Hybrid KLC or Import from OCLC or Import from vendor

22. 22 Batch Import of Records Download batch of records to your desktop from the Hybrid KLC, OCLC, or a vendor Download batch of records to your desktop from the Hybrid KLC, OCLC, or a vendor Under Tools, click State MARC Records for Import (must be logged in TECH account) Under Tools, click State MARC Records for Import (must be logged in TECH account) Use the Browse button to find the file on your Desktop. Click Upload file. Use the Browse button to find the file on your Desktop. Click Upload file.

23. 23 Batch Import of Records (cont.) Make sure the cataloging defaults look like this: Make sure the cataloging defaults look like this: 23

24. 24 Batch Import of Records (cont.) and like this: and like this: Click Stage for Import. Click Stage for Import. 24

25. 25 Batch Import of Records (cont.) If you tried to download an item already in the catalog, you will be notified. Click Manage Staged Records. If you tried to download an item already in the catalog, you will be notified. Click Manage Staged Records. Click Import into Catalogue Click Import into Catalogue 25

26. 26 Batch Import of Records (cont.) Click on the Biblio Number or wait 10 minutes to Search for the Item. Click on the Biblio Number or wait 10 minutes to Search for the Item. Add item information. Add item information. 26

27. 27 Cataloging Tips & Handouts http://www.nexpresslibrary.org/training/c ataloging-training/ http://www.nexpresslibrary.org/training/c ataloging-training/ http://www.nexpresslibrary.org/training/c ataloging-training/ http://www.nexpresslibrary.org/training/c ataloging-training/ –Koha Cataloging Manual –NExpress Item Types and Collection Codes –Adding Item Information –Adding Records from the Hybrid KLC –CatExpress to NExpress -- Staging Records for Import –Adding Brief Title & ILL Item Records 27