Guide What Is the Title Page Verso? A Parts of the Book Guide This guide visually breaks down what each part of the book is called, so you know exactly where to look for information when comparing your book to the record. Download this guide here. Created May 18,...
Cataloging
WorkFlows Item Cats 3, 4, 5 FAQs
Document This document lists frequently asked questions about item categories 3, 4, and 5, including what is their purpose, what codes should be assigned, and how the existing collection can be batch edited to use the item categories. Download this document here....
WorkFlows format search enhancement
Guide This guide explains a November 2020 enhancement, in which RSA enabled access to all codes in the item category 3 drop-down menu to ease format searching in WorkFlows. Download this guide here. Created December 14, 2020
WorkFlows cataloging set-up guide
Guide This guide provides step-by-step instructions how to adjust desktop preferences and wizard properties in both the cataloging and circulation modules. These settings are recommended for all WorkFlows cataloging users. Download this guide here. Revised July 3,...
Reconcile Cataloging Discrepancies between WorkFlows and the Physical Collection
Document Using a Shelf List versus the WorkFlows Inventory Item Wizard to Reconcile Cataloging Discrepancies between WorkFlows and the Physical Collection This document is particularly helpful for those RSA Union List libraries that are upgrading their RSA membership...
Add an item / duplicate copy
Procedure Steps for Cataloging an Item (Duplicate Copy) on a Bibliographic Record in WorkFlows Follow this procedure to catalog an item that is a duplicate copy of an item already owned by your library (e.g., a second copy of the...
Add a call number / brand new item
Procedure Steps for Cataloging a Call Number (Brand New Title) on a Bibliographic Record in WorkFlows Follow these instructions to catalog an item that is new to your library. Your library does not already own another copy of the...
Search Strategy Guide for the WorkFlows Call Number and Item Maintenance Wizard
Guide This guide provides instructions for various types of searches that are helpful when cataloging in the Call Number and Item Maintenance wizard. Download this guide here. Revised November 7, 2024 Videos Forgotten Cataloging...
Cataloging Magazines in WorkFlows
Document This document discusses two options for cataloging magazines in WorkFlows: the Serial Control module and the Call Number & Item Maintenance wizard. General guidelines for cataloging magazines and annual magazine records are also discussed. Download this...
RSAcat Library of Things Search Limit
Document This document describes how an RSAcat search limit can be set up to retrieve Library of Things items in your collection if they are cataloged using certain codes. Download this document here. Created February 13, 2020
Reporting Cataloging Issues to RSA
Procedure This document describes several types of cataloging issues you may encounter in WorkFlows, as well as procedures how to report them to RSA for correction. This document also explains how to request assistance from RSA for an ISBN addition and nonfiction call...
Discard User
Procedure Follow the instructions in this procedure to delete items from WorkFlows using a discard user account. The discard procedure works well if: Your library has many items to delete from WorkFlows, such as from a weeding...
Deleting Items from WorkFlows
Procedure Follow the instructions in this procedure to delete an item from WorkFlows. You may delete your library’s item even if it is the last item attached to the bibliographic record. This method works well if your library does not need to track deletion statistics...
Pagination Considerations in Cataloging
Document This document explains important pagination details to consider when cataloging your item. Examples are shown for preliminary pages, last numbered page, and supplemental pages. Download this document here. Revised May 7, 2020
Overview of the New RSA Cataloging Process for Items Without Matching Records
Document The process outlined in this document explains how libraries willl create brief records for items without matching records in WorkFlows or OCLC Connexion. RSA will continually place copy-level holds on the brief items to upgrade them to OCLC records with full...
Matching a Record to Your Magazine
Cheat Sheet This cheat sheet lists the MARC fields to examine when comparing your magazine to a record. This comparison will help you determine if the record is a match and should be used to catalog the magazine. Download this cheat sheet here. Revised November...
Matching an OCLC Record to Your Video or Sound Recording
Cheat Sheet This cheat sheet lists the MARC fields to examine when comparing an OCLC record to a video or sound recording. Comparing the record to the item will help you determine if the record is a match and should be used to catalog the item. Download this...
Matching an OCLC Record to Your Book
Cheat Sheet This cheat sheet lists the MARC fields to examine when comparing an OCLC record to your book to determine if the record is match. Comparing the record to the item will help you determine if the record is a match and should be used to catalog the item....
Instructions for the WorkFlows Item Group Editor Wizard
Procedure The Item Group Editor wizard allows you to search for a group of items in your collection and make changes to all of those items in a single batch. All RSA members may use the Item Group Editor to modify up to 5,000 items per day. Since the Item Group...
Create a Call Number for a Multi-Piece Item
This document that explains how to create call numbers for multi-piece items was approved at the December 2, 2010 RSA Users Group meeting. Among other benefits, the |Z analytic in the call number allows patrons to place holds on specific items in a multi-piece set...