Cataloging

Creating a Brief Record

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...

Cataloging On-Order Items 

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...

Item Categories 4 & 5

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...

Item Category 1

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...

Cataloging Best Practices

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...

Prefer Library of Congress Records

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....

Cataloging At-A-Glance

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

Asterisked Display of Cataloging Codes

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. ...

Bibload Workshop

Please watch the RSA email groups and Library Learning for announcements of upcoming RSA Bibload Workshop workshops. Intended audience: Cataloging staff who meet all of the requirements listed further below and are not currently using OCLC Connexion Client. Cataloging...

Basic WorkFlows Cataloging Workshop

Please watch the RSA listserv and Library Learning for announcements of upcoming Basic WorkFlows Cataloging workshops. Intended audience: Cataloging staff who work at RSA member libraries. This workshop is helpful for new catalogers or existing catalogers in need of a...

Cataloging Parameters

Home Location Click here to open the list of all available home locations. This list is updated the 1st week of each month. Home location represents where the item “lives” on the shelf in your library. A few home locations block...

Training Update, Fall 2019

Policy Training Update Training RSA member library staff involves a huge investment of time and effort by RSA staff. The need for member training has grown exponentially over the past several years as the RSA membership has grown, and frequent library staff turnover...

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