Cataloging

Cheat Sheet This cheat sheet explains how to use the Global Item Modification wizard to select one or more values to edit for a group of items. Values include (but are not limited to) item type, home location, item categories 4 or 5, and price. You then scan each item...

Guide If your library’s WorkFlows drop-down menus for item type, home location, or item category 1-5 codes have been customized to only include those codes your library assigns to its collection, only the codes from your customized menu(s) will appear in the gadget...

Procedure This procedure explains how to transfer an item from one record to another record in WorkFlows. Download this procedure here. Revised October 10, 2024 Video Watch the Transfer Wizard Video - 6:28...

Cheat Sheet Instructions how to catalog reserve and rental items, as well as rotating collections, in WorkFlows. Download this document here. Revised June 28, 2024

Cheat Sheet This cheat sheet explains how to change the owning library for an item in your collection cataloged as AG_ALS-PDC. Your library cataloged the item that way in WorkFlows, or you loaded an OCLC record into WorkFlows in which your library code in the 949 tag...

Follow these instructions to change the default library in the Call Number and Item Maintenance wizard. Changing the default library is important because it ensures items will be correctly cataloged in your library’s collection. Download this document here. Created...

Guide This guide provides step-by-step instructions how to create a WorkFlows brief record when there is no existing matching record for your item in WorkFlows or OCLC Connexion (if your library uses Connexion). This guide also includes an appendix with screenshots of...

Guide This guide discusses two procedures for cataloging on-order items. One procedure is intended for libraries that use new item types to catalog their on-orders. The other procedure is intended for libraries that do not use new item types to catalog their...

Guide Effective February 21, 2014, RSA implemented code lists in the item category 4 and 5 menus in WorkFlows to allow libraries to indicate genre (item cat 4) and sub-genre (item cat 5) for items. This guide discusses several considerations to keep in mind as your...

Guide This guide discusses the definition of an audio-enabled book, cataloging match points, and WorkFlows cataloging parameters. Download this guide here. Revised September 5, 2023

Effective March 7, 2014, RSA limited all libraries' item category 1 menus in WorkFlows to encourage them to begin using item cat 1 only to indicate if the item's content is fiction or nonfiction. This document discusses several considerations to keep in mind regarding...

Guide This guide was formerly titled "Strategies for RSA Member Libraries to Ensure a Tidy Item & Bibliographic Database." It recommends over 30 best practices for call number/item and bibliographic records. All RSA members are encouraged to follow these best...

Cataloging Best Practice This cheat sheet explains the RSA cataloging best practice of using a Library of Congress bibliographic record when cataloging in WorkFlows and OCLC Connexion, if there are multiple records that match the item. Download this cheat sheet here....

Cheat Sheet This cheat sheet includes helpful tidbits to know about RSA cataloging, including WorkFlows cataloger accounts, WorkFlows "how to" refreshers, additional cataloging services, Item Group Editor training, and upcoming Basic WorkFlows Cataloging, RSA Bibload...

Cheat Sheet This cheat sheet explains why asterisks display instead of a home location, item type, or item category code when you look at the item record in WorkFlows. It also discusses strategies for correcting asterisked codes assigned to your collection. ...

Please watch the RSA Cataloging email forum, Library Learning, and the Cataloging At-a-Glance Cheat Sheet for announcements of upcoming RSA Bibload Workshop workshops. Intended audience: Cataloging staff who meet all of the requirements listed further below and are...

Please watch the RSA Cataloging email forum, Library Learning, and the Cataloging At-a-Glance Cheat Sheet for announcements of upcoming Basic WorkFlows Cataloging workshops. Intended audience: Cataloging staff who work at RSA member libraries. This workshop is helpful...