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 May 7, 2019
Cataloging
Cataloging
Guidelines for 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 UserÂ
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 project. The discard procedure can also...
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 deletion method works well if: Your library wants to quickly delete items...
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
Guide The item group editor wizard is a cataloging feature implemented by RSA in August 2012. The item group editor allows you to search for a group of items in your collection and then make changes to all of those items in a single batch. All Full Online RSA...
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...
Global Item Modification Wizard
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...
Use the Item Group Editor to Search for Items Assigned Cataloging Codes No Longer in Your WorkFlows MenuÂ
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...
Transfer Wizard
Cheat Sheet This cheat sheet explains how to transfer an item from one record to another record in WorkFlows. Download this cheat sheet here. Revised August 19, 2020 Watch the Transfer Wizard Video - 6:28 minutes
Create and Delete a Temporary Record for a Non-RSA Interlibrary Loan Item
Procedure When interlibrary loan items are received from libraries outside of RSA, temporary records can be created to allow the items to be checked out to the patron who requested the item. This two-page procedure explains how to create an ILL temp record and how to...
Cataloging Reserves & RentalsÂ
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
Change the Owning Library of an Item Cataloged in WorkFlows
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...
Change the Default Library in the Call Number and Item Maintenance WizardÂ
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...