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MARC Templates NC CARDINAL May 2014
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Page 1: MARC Templates NC CARDINAL - North Carolina · PDF fileMARC Templates ... yyyy Tags Tag Ind 1 Ind ... Blu-ray video recordings are cataloged much the same way as DVDs, with some important

MARC Templates

NC CARDINAL

May 2014

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Table of Contents

Table of Contents..............................................................................................................................................................2

Overview ..........................................................................................................................................................................4

MARC Templates ..............................................................................................................................................................5

Audio Fiction (template name = NC_Audio_Fiction) ..................................................................................................... 5

Audio Nonfiction (template name = NC_Audio_Nonfiction).......................................................................................... 7

Blu-ray Disc (template name = NC_Blu_ray) ................................................................................................................. 9

Book Fiction (template name = NC_Book_Fiction) .......................................................................................................11

Book Nonfiction (template name = NC_Book_Nonfiction) ...........................................................................................13

Book Large Print Fiction (template name = NC_Book_LPFiction) ..................................................................................15

Book Large Print Nonfiction (template name = NC_Book_LPNonfiction) ......................................................................17

Computer File (template name = NC_Computer_file) ..................................................................................................19

DVD (template name = NC_DVD) ................................................................................................................................21

Games (template name = NC_Games) .........................................................................................................................23

Kits (template name = NC_Kits) ...................................................................................................................................25

Maps (template name = NC_Maps) .............................................................................................................................26

Music Audio (template name = NC_Music_Audio) .......................................................................................................28

VHS (template name = NC_VHS_tape) .........................................................................................................................31

Loading a MARC Template .............................................................................................................................................. 33

Using the MARC Editor .................................................................................................................................................... 33

Changing Screen Preferences ..................................................................................................................................33

Working in the MARC Editor window (default view) ................................................................................................34

Special Tags .................................................................................................................................................................... 34

Note on Dates and Sorting ..........................................................................................................................................34

020 – ISBN...................................................................................................................................................................35

082 – Dewey Decimal Call Number (DDC) ....................................................................................................................35

092 – Local DDC Number .............................................................................................................................................35

245 – GMD ($h) ...........................................................................................................................................................35

260/264 – Publication, Distribution Information..........................................................................................................35

490/8xx – Series Statements .......................................................................................................................................36

856 - Electronic Location and Access ..........................................................................................................................36

6xx – Subject Added Entry ...........................................................................................................................................37

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Circulation-related Cataloging Fields ............................................................................................................................... 37

Age Hold Protection Rule ............................................................................................................................................37

Field Record Mapping ..................................................................................................................................................... 39

The Advanced Search WindowThe Search Results Window .....................................................................................39

The Record Details Window ....................................................................................................................................41

Helpful Links ................................................................................................................................................................... 42

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Overview

This document describes fourteen (14) different MARC templates for use within NC Cardinal. The goal of these MARC

templates is to provide a guideline for NC Cardinal Catalogers when importing cataloging records or creating original

cataloging. The fourteen templates are:

• Audio Fiction

• Audio Nonfiction

• Blu-ray Disc

• Book Fiction

• Book Nonfiction

• Book Large Print Fiction

• Book Large Print Nonfiction

• Computer File

• DVD

• Games

• Kits

• Maps

• Music Audio

• VHS tape

Each MARC template is divided into fixed fields and tags. LDR fields are auto-generated within Evergreen. Upon

importing a record, review the associated MARC template for the recommended tags and fixed fields. If a tag is missing

from an imported record, add the tag/fixed field or edit it as recommended within the MARC template.

Special tags, for example the 082/092, are highlighted in a separate section within this document. The document also

includes a field mapping section which identifies the tags and fixed fields that are used for searching versus display

within Evergreen. It is important to be aware of these tags and fixed fields. For example, the fixed field information is

used by the search filters on the Advanced Search window. To display publisher and publication date information, the

264 tag must have specific indicators.

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MARC Templates

Audio Fiction (template name = NC_Audio_Fiction)

Fixed Field Value Comment

Type i

BLvl m

Desc a AACR2 coding

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LTxt f fiction

DtSt r s for single date; r for reprint/original date

Date1

Date2

yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 sd In Evergreen, the subfield labels ($a,

$b,$c, etc.) do not display. There are

no indicators.

008 =008

070502s\\\\\\\\\\\\\\\\\\\\\\\f\1\\eng\d

Integrated with fixed fields; sample

shown

020

$a

082 0 4 $a $c

100 1 $a $d Remove $d as required

245 1 0 $a $h [sound recording] / $c

250 $a

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Tag Ind 1 Ind 2 Variable Fields Comments

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a spoken word $b prm $2 rdacontent

337 $a audio $b s $2 rdamedia

338 $a audio disc $b sd $2 rdacarrier

500 $a

511 0 $a Use Ind1 = 1 if listing cast.

520 $a

650 0 $a $vFiction (LOC subject heading indicator)

700 1 $a Ind1 = surname

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Audio Nonfiction (template name = NC_Audio_Nonfiction)

Fixed Field Value Comment

Type i

BLvl m

Desc a AACR2 coding

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LTxt other Type of nonfiction; see below.

DtSt r s for single date; r for reprint/original date

Date1,Date2 yyyy

*LTxt values for nonfiction:

• a = autobiography

• b = biography

• c = conference proceedings

• e = essays

• g = reporting

• h = history

• i = instruction

• j = language instruction

• l = lectures, speeches

• m = memoirs

• t = interviews

• z = other

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 sd In Evergreen, the subfield labels ($a,

$b, $c, etc.) do not display. There are

no indicators for the 007 field.

008 070502s\\\\\\\\\\\\\\\\\\\\\\\h\\n\eng\d Integrated with fixed fields (sample

shown for Ltxt = h (history)

020 $a $c

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Tag Ind 1 Ind 2 Variable Fields Comments

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $h [sound recording] / $c

250 $a

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a spoken word $b spw $2 rdacontent

337 $a audio $b s $2 rdamedia

338 $a audio disc $b sd $2 rdacarrier

500 $a

511 0 $a Use Ind1 = 1 if listing cast.

520 $a

650 0 $a $v Use LOC form subdivisions for $v; see

Helpful links for list.

700 1 $a Ind1 = surname

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Blu-ray Disc (template name = NC_Blu_ray)

Blu-ray video recordings are cataloged much the same way as DVDs, with some important differences in the 007, 250

and 538 fields. Since DVDs and Blu-ray discs do not play on the same type of equipment and are formatted differently,

they cannot share the same MARC record. Please do not attach a Blu-ray video recording to a DVD record.

Fixed Field Value Comment

Type g

BLvl m

Desc a AACR2 coding

TMat v Type of material - videorecording

Elvl 5

Srce d

Fest 0

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

DtSt s s for single date; r for reprint/original date

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 vd\csaizq

008 130124s\\\\\\\\\\\\\\\e\\\\\\\\\\v\e

ng\d

Integrated with fixed fields (sample with

adult audience)

020 $a

024 1 $a Other identifier

028 5 2 $a $b Publisher No.

082 0 4 $a

245 1 0 $a $h [videorecording] $b $c

250 $a [Blu-ray version] Evergreen displays the 250$a tag in the

Record Summary window.

264 1 $a $ b $ c Publication Information;

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Tag Ind 1 Ind 2 Variable Fields Comments

If an incoming record has 260 tag, add 264

if it does not exist.

See Special Tag section.

300 $a 1 videodisc ( nn minutes) $b sd.,

col; $c 4 ¾ inches

Example 300 tag information

336 $a two-dimensional moving image $b

tdi $s rdacontent

337 $a video $b v $2 rdamedia

338 $a videodisc $b vd $2 rdacarrier

508 $a Production credits

511 1 $a Participant/Performer

520 $a

521 8 $a Target Audience

538 $a Blu-ray ; requires Blu-ray player. Other Example: Blu-ray, widescreen

presentation; Dolby Digital, 1080p High

Definition; requires Blu-ray player

650 0 $a (LOC subject heading indicator)

700 1 $a

710 2 $a

007 Information

$a Category of Material (00) v : videorecording

$b Specific material designation (01) d : DVD & Blu-ray, f : VHS

$d Color (03) b : b & w, c : color, m : mixed

$e Video recording format (04) v for DVD, s for Blu-ray, b for VHS

$f Sound on medium or separate (05) a : sound on medium, no $f if no sound

$g Medium for sound (06) i : DVD & Blu-ray, h : VHS, no $g if no sound

$h Dimensions (07) z : DVD & Blu-ray, o : VHS

$i Configuration of playback channels (08) q : multi-channel, s : stereo, m : mono, u :

unknown

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Book Fiction (template name = NC_Book_Fiction)

Fixed Field Value Comment

Type a

BLvl m

Desc a

Elvl 5

Srce d

Conf 0

Fest 0

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LitF 1 fiction

DtSt s s for single date; r for reprint/original date

Indx 0

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

008 090507r\\\\\\\\\\\\\\\\\\\\\\000\1\eng\d Integrated with fixed fields (sample

shown)

010 $a

020 $a

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $b $c

250 $a

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

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Tag Ind 1 Ind 2 Variable Fields Comments

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a text $b txt $s rdacontent

337 $a unmediated $b n $2 rdamedia

338 $a volume $b nc $2 rdacarrier

490 1 $a $v Use an 8xx field in combination with

a 490 tag. If your imported record

includes a 440 tag, create relevant

490/8xx tags.

The ability to search on SERIES

depends upon information within an

8xx tag (and deprecated 440 tag). If

Series is not traced, use the 490

Ind1=0 so that SERIES can be

searched via the OPAC:

490 0 _aBantam classics

500 $a

520 $a

650 0 $a $vFiction (LOC subject heading indicator)

830 0 $a $n $p Used in combination with a 490 tag.

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Book Nonfiction (template name = NC_Book_Nonfiction)

Fixed Field Value Comment

Type a

BLvl m

Desc a AACR2 coding

Elvl 5

Srce d

Conf 0

Fest 0

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LitF 0 nonfiction

DtSt s s for single date; r for reprint/original date

Indx 0

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

008 090507r\\\\\\\\\\\\\\\\\\\\\\000\0\eng\d Integrated with fixed fields; sample

shown

010 $a

020 $a

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $b $c

250 $a

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

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Tag Ind 1 Ind 2 Variable Fields Comments

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a text $b txt $s rdacontent

337 $a unmediated $b n $2 rdamedia

338 $a volume $b nc $2 rdacarrier

490 1 $a $v Use an 8xx field in combination with

a 490 tag. If your imported record

includes a 440 tag, create relevant

490/8xx tags.

The ability to search on SERIES

depends upon information within an

8xx tag (and deprecated 440 tag). If

Series is not traced, use the 490

Ind1=0 so that SERIES can be

searched via the OPAC:

490 0 _aBantam classics

500 $a

520 $a

650 0 $a $v Use LOC form subdivisions for $v; see

helpful links for form subdivisions.

830 0 $a Series – added entry

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Book Large Print Fiction (template name = NC_Book_LPFiction)

Fixed Field Value Comment

Type a

BLvl m

Desc a AACR2 coding

Form d Large print format

Elvl 5

Srce d

Conf 0

Fest 0

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LitF 1 fiction

DtSt s s for single date; r for reprint/original date

Indx 0

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

008 090507r\\\\\\\\\\\\\\\\d\\\\\000\1\eng\d Integrated with fixed fields (sample

for large print fiction)

010 $a

020 $a

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $h [large print] $b $c

250 $a Large print edition

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

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Tag Ind 1 Ind 2 Variable Fields Comments

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a text $b txt $s rdacontent

337 $a unmediated $b n $2 rdamedia

338 $a volume $b nc $2 rdacarrier

490 1 $a $v Use an 8xx field in combination with

a 490 tag. If your imported record

includes a 440 tag, create relevant

490/8xx tags.

The ability to search on SERIES

depends upon information within an

8xx tag (and deprecated 440 tag). If

Series is not traced, use the 490

Ind1=0 so that SERIES can be

searched via the OPAC:

490 0 _aBantam classics

500 $a

520 $a

650 0 $a $vFiction (LOC subject heading indicator)

830 0 $a Series – added entry

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Book Large Print Nonfiction (template name = NC_Book_LPNonfiction)

Fixed Field Value Comment

Type a

BLvl m

Desc A AACR2 coding

Form d Large print format

Elvl 5

Srce d

Conf 0

Fest 0

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

LitF 0 nonfiction

DtSt s s for single date; r for reprint/original date

Indx 0

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

008 090507r\\\\\\\\\\\\\\\\d\\\\\000\0\eng\d Integrated with fixed fields (sample

for large print nonfiction)

010 $a

020 $a

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $h [large print] $b $c

250 $a Large print edition

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

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Tag Ind 1 Ind 2 Variable Fields Comments

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a text $b txt $s rdacontent

337 $a unmediated $b n $2 rdamedia

338 $a volume $b nc $2 rdacarrier

490 1 $a $v Use an 8xx field in combination with

a 490 tag. If your imported record

includes a 440 tag, create relevant

490/8xx tags.

The ability to search on SERIES

depends upon information within an

8xx tag (and deprecated 440 tag). If

Series is not traced, use the 490

Ind1=0 so that SERIES can be

searched via the OPAC:

490 0 _aBantam classics

500 $a

520 $a

650 0 $a $v Use LOC form subdivisions for $v; see

Helpful Links for form subdivisions.

830 0 $a Series – added entry

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Computer File (template name = NC_Computer_file)

Fixed Field Value Comment

Type m

BLvl m

Desc a

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

DtSt s s for single date; r for reprint/original date

Lang as needed.

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 cr\cn

008 Integrated with fixed fields

024 1 $a Other identifier

028 5 2 $a $b Publisher No.

041 $a

082 0 4 $a

100 $a

245 1 0 $a $h [electronic resource] $b $c

246 1 $i Title appears on resource as: $a $b (any

subtitles)

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag,

add 264 if it does not exist.

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Tag Ind 1 Ind 2 Variable Fields Comments

See Special Tag section.

300 $a nn computer disc (n data files: nn

records) $b digital

“nn” computer disk where “nn” is the

number of disks. Example: $a 1

computer disc

336 $a computer program $2 rdacontent

337 $a computer $2 rdamedia

338 $a computer disk $2 rdacarrier

520 $a

538 $a System requirements for example

Windows or Macintosh

650 0 $a (LOC subject heading indicator)

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DVD (template name = NC_DVD)

Fixed Field Value Comment

Type g

BLvl m

Desc a AACRD2 coding

TMat v Type of material - videorecording

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

DtSt s s for single date; r for reprint/original date

Date1, Date2 yyyy

Tags

Tag Ind

1

Ind

2

Variable Fields Comments

007 vd\cvaizq In Evergreen, the subfield labels ($a, $b,$c,

etc.) do not display. There are no indicators for

the 007 field.

See 007 information below.

008 130124s\\\\\\\\\\\\\\\e\\\\\\\\\\v\eng\d Integrated with fixed fields (sample with TMat

= v)

020 $a

024 1 $a Other identifier

028 5 2 $a $b Publisher No.

082 0 4 $a

245 1 0 $a $h [videorecording] $b $c

264 1 $a $ b $ c Publication Information;

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If an incoming record has 260 tag, add 264 if it

does not exist.

See Special Tag section.

300 $a 1 videodisc ( nn minutes) $b sd., col;

$c 4 ¾ inches

Example 300 tag information

336 $a two-dimensional moving image $b tdi

$s rdacontent

337 $a video $b v $2 rdamedia

338 $a videodisc $b vd $2 rdacarrier

508 $a Production credits

511 1 $a Participant/Performer

520 $a

521 8 $a Target Audience

538 $a DVD

650 0 $a (LOC subject heading indicator)

700 1 $a

710 2 $a

007 Information

$a Category of Material (00) v : videorecording

$b Specific material designation (01) d : DVD & Blu-ray, f : VHS

$d Color (03) b : b & w, c : color, m : mixed

$e Video recording format (04) v for DVD, s for Blu-ray, b for VHS

$f Sound on medium or separate (05) a : sound on medium, no $f if no sound

$g Medium for sound (06) i : DVD & Blu-ray, h : VHS, no $g if no sound

$h Dimensions (07) z : DVD & Blu-ray, o : VHS

$i Configuration of playback channels (08) q : multi-channel, s : stereo, m : mono, u : unknown

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Games (template name = NC_Games)

Fixed Field Value Comment

Type m

BLvl m

Desc a

Elvl 5

Srce d

Audn j e for adults; j = juvenile; d for adolescent; c = pre-adolescent

File g game

DtSt s s for single date; r for reprint/original date

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 cr\cn

008 130614s\\\\\\\\\\\\\\\j\\\g\\\\\\\\

eng\d

Integrated with fixed fields (sample with

fixed field file = g)

024 1 $a Other identifier

028 5 2 $a $b Publisher No.

041 $a

082 0 4 $a

1xx $a

245 1 0 $a $h [game] $b $c

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag, add 264 if

it does not exist.

See Special Tag section.

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Tag Ind 1 Ind 2 Variable Fields Comments

300 $a 1 computer disk “nn” computer disk where “nn” is the

number of disks. Example: $a 1 computer

disk

336 $a computer program $2

rdacontent

337 $a computer $2 rdamedia

338 $a computer disk $2 rdacarrier

380 $a Computer game

520 $a

538 $a System requirements for example Windows

or Macintosh

650 0 $a (LOC subject heading indicator)

710 2 $a 7xx fields are searched by Evergreen.

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Kits (template name = NC_Kits)

Fixed Field Value Comment

Type o

BLvl m

Desc a AACR2 coding

TMat b

Elvl 5

Srce d

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 ou

008 070101s\\\\\\\\\\\\\\\\\\\\\\\00\b\eng\d Integrated with fixed fields

(sample shown)

245 1 0 $a $h [kit] $b $c

300 $a

336 $a form $2mricontent

337 $a form $2 rdamedia

338 $a unmediated $2 rdacarrier

505 0 $a

520 $a

521 $a Target Audience

650 0 $a (LOC subject heading indicator)

700 1 $a

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Maps (template name = NC_Maps)

Fixed Field Value Comment

Type e

BLvl m

Desc a

Elvl 5

Srce d

DtSt s s for single date; r for reprint/original date

Form d if large print

Indx 0 0 = no index; 1 = index present

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 dc#cen

008 Integrated with fixed fields

034 1 $a Coded cartographic mathematical data

043 $a

082 0 4 $a

110 1 $a

245 1 0 $a $b $c

255 $a $b $c $d

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag, add 264 if it does not

exist.

See Special Tag section.

300 $a $b color; $c If black and white: change 300 $b = black and white

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Tag Ind 1 Ind 2 Variable Fields Comments

336 $a cartographic image

$w rdacontent

337 $a unmediated $b v

$2 rdamedia

338 $a sheet $b vd $2 rdacarrier

500 $a

650 0 $a $vMaps (LOC subject heading indicator)

651 $a

655 7 $a Maps $2 lcgft

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Music Audio (template name = NC_Music_Audio)

Fixed Field Value Comment

Type j

BLvl m

Desc a AACR2 coding

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent

DtSt r s for single date; r for reprint/original date

Indx 0

Lang eng eng as default; change as appropriate

Date1

Date2

yyyy

**optional: Use COMP for form of composition; The Comp element describes the type of music found in the material.

Assign codes when they apply as a whole. For example country music, concertos, blues, etc. If more than one code is

appropriate, use the code mu (Multiple forms).

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 sd Sample: 07 __ sd fsngnnmmned

008 Integrated with fixed fields

028 5 2 $a Publisher number

082 0 4 $a

100 1 $a $d Remove $d as required

245 1 0 $a $h [sound recording] / $c

250 $a

264 1 $a $ b $ c Publication Information;

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Tag Ind 1 Ind 2 Variable Fields Comments

If an incoming record has 260 tag,

add 264 if it does not exist.

See Special Tag section.

300 $a $b $c

336 $a performed music $b prm $s rdacontent

337 $a audio $b s $2 rdamedia

338 $a audio disc $b sd $2 rdacarrier

500 $a

511 0 $a Use Ind1 = 1 if listing cast.

520 $a

650 0 $aMusic $v Use LOC form subdivisions for $v; see

Helpful Links for form subdivisions.

700 1 $a Ind1 = surname

007 field information:

Compact Discs : musical or non-musical

$a Category of Material (00) s : sound recording

$b Specific material designation (01) d : sound disc

$d Speed (03) f : Compact disc is 1.4 m. per sec.

$e Configuration of playback channels (04) q : multi-channel, s : stereo, m : mono, u : unknown

$f Groove width/groove pitch (05) n : not applicable

$g Dimensions (06) g : 4 3/4 in. (12 cm.)

$h Tape width (07) n : not applicable

$i Tape configuration (08) n : not applicable

$j Kind of disc, cylinder or tape (09) m : Mass/commercially produced, u : unknown, z : other

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$k Kind of material (10) m : plastic with metal

$l Kind of cutting (11) n : not applicable

$m Special playback characteristics (12) e : digital recording

$n Capture and storage techniques (13) d: digital (most new CDs), u : unknown, e : likely for music originally

released pre-CD, b : likely for music released before 1940, a : likely for

music released before 1929

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VHS (template name = NC_VHS_tape)

Fixed Field Value Comment

Type g

BLvl m

Desc a

TMat v Type of material - videorecording

Elvl 5

Srce d

Audn e e for adults; j = juvenile; d for adolescent; c = pre-adolescent

DtSt s s for single date; r for reprint/original date

Date1, Date2 yyyy

Tags

Tag Ind 1 Ind 2 Variable Fields Comments

007 vf\cbaihou In Evergreen, the subfield labels ($a,

$b,$c, etc.) do not display. There are no

indicators for the 007 field.

See 007 information below.

008 Integrated with fixed fields

024 1 $a Other identifier

028 5 2 $a $b Publisher No.

082 0 4 $a

245 1 0 $a $h [videorecording] $b $c

264 1 $a $ b $ c Publication Information;

If an incoming record has 260 tag, add

264 if it does not exist.

See Special Tag section.

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300 $a 1 videocassette ( nn minutes) $b

sd., col; $c 1/2 inches

Example 300 tag information: 300 _ _ 1

videocassette (125 min.) : $b sd., col. ; $c 1/2

in.

336 $a two-dimensional moving image $b

tdi $s rdacontent

337 $a video $b v $2 rdamedia

338 $a videocassette $b vd $2 rdacarrier

508 $a Production credits e. g. names of credits

such as film editor, director, music,

photographer, producers, etc.

511 1 $a Participant/Performer

520 $a

521 8 $a Target Audience

538 $a VHS

650 0 $a (LOC subject heading indicator)

700 1 $a

710 2 $a

007 Information

$a Category of Material (00) v : videorecording

$b Specific material designation (01) d : DVD & Blu-ray, f : VHS

$d Color (03) b : b & w, c : color, m : mixed

$e Video recording format (04) v for DVD, s for Blu-ray, b for VHS

$f Sound on medium or separate (05) a : sound on medium, no $f if no sound

$g Medium for sound (06) i : DVD & Blu-ray, h : VHS, no $g if no sound

$h Dimensions (07) z : DVD & Blu-ray, o : VHS

$i Configuration of playback channels (08) q : multi-channel, s : stereo, m : mono, u :

unknown

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Loading a MARC Template 1. Select the Cataloging -> Create New Marc Record menu item.

2. Select a pre-existing catalog template.

Using the MARC Editor There are two main parts of the MARC Record,

• Fixed Fields

• Tags

Unlike some integrated library systems (ILS), Evergreen has both a fixed field grid and a 008 field. In Evergreen, the fixed

fields are displayed as a grid at the top of the record as well as in the 008 field. It’s generally easier to make edits using

the grid than in the 008 field. When information is changed in the fixed field grid, those changes are also reflected in the

008 field.

It’s important to check these fields and make sure the information included is accurate since they affect searching and

display within Evergreen. The Type field is particularly important. It affects both the type icons displayed in the OPAC

and the type search filters. Other fields which relate to Search filters include Audn, Lang, Blvl, Form, Date1, and LitF.

Changing Screen Preferences

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• Stack subfields = This checkbox displays each subfield on its own line. This is a preference which you turn off or

on by clicking and unclicking the checkbox.

• Flat-Text Editor = This checkbox switches to a plain-text (mnemonic) MARC format. In this view you have the

ability to copy and paste multiple lines. It also enables the use of tools like MarcEdit. Click or unclick the check

box next to the “Flat-Text Editor” to switch back and forth between this preference.

• Fast Item Add = This checkbox enables you to attach items quickly with call number and barcode.

Working in the MARC Editor window (default view)

• Right click into a tag field (for example, click on the word “245” for the 245 tag) to add/remove rows or

replace tags.

• When a field is active, it will turn blue and what you type will appear in the box.

• With the cursor at the end of a subfield, click Control + D (Control + I in Mac OSX) to insert a new

subfield.

• To remove a subfield, click Shift + Delete

• To work with the data in a tag or indicator, click or Tab into the required field. Right click to view

acceptable tags or indicators.

• Parts of the leader and the 008 field can be edited with the fixed field box displayed above the MARC

record. Click into any box to edit the contents. (Information about the leader and the 008 can be found

on the Library of Congress's MARC Standards page

athttp://www.loc.gov/marc/bibliographic/ecbdlist.html .)

• Some of the fixed fields are longer than one character. All the characters must be filled in for

the information in these fields to save. These fields include Lang, Ctry, Cont, Ills, Date1, Date2,

Time, Ltxt, Accm, and Comp. If the appropriate codes for the record do not fill the field, press

the space bar to fill in the remaining spaces. When the field is filled the information will display

in the 008 field.

• LDR fields are auto-generated within Evergreen.

Special Tags

Note on Dates and Sorting

A date should always be entered in the Date1 fixed field if possible. The Date1 fixed field affects sorting especially when

conducting a search using the sort criterion Newest to Oldest.

The sort, Newest to Oldest, uses the fixed field Date1. Although the 260 tag displays in the Search Results window, it is

not used for sorting. If the Date1 fixed field is left blank, it appears as if the sort is not working since the titles with blank

Date1 fields display at the top of the list.

To resolve this issue, enter a year in Date1.

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020 – ISBN

RDA prefers the price to be in $c field. You can enter the price in $c but this should be the RETAIL price. Any local

pricing should be entered in the record.

020 9781412981705 (paperback)

020 9780195331783 (acid-free paper : paperback)

020 0521898420 (hardback)

082 – Dewey Decimal Call Number (DDC)

The 082 tag is the recommended Dewey Decimal Number. Do not DELETE or EDIT this tag.

092 – Local DDC Number

It is recommended not to use the 092 tag. The information in the 092 tag is stored in the volume record within

Evergreen. This field is redundant.

245 – GMD ($h)

The $h subfield (GMD) is replaced in RDA with the 33x tags. It is recommended to use the GMD when it is defined

within one of the recommended templates. In the future, Evergreen will be using the 33x fields.

260/264 – Publication, Distribution Information

The 260/264 tags identify the place of publication, the publisher, distributor, etc., and the copyright date and/or the

date of publication.

Information in field 260 is similar to information in field 264 (Production, Publication, Distribution, Manufacture, and

Copyright Notice).

For NC Cardinal:

• Use the 264 tag instead of the 260 tag; The 264 tag is becoming the standard practice for RDA.

• If an imported record includes a 260 tag but NOT a 264 tag, add the 264 tag. You do not have to delete out the

260 tag. Those tags can be taken out at a later date for NC Cardinal, as a whole.

• If an imported record includes the 264 tag, make sure that the 264 $b_1 includes publisher name and either

the 264 $c_1 and 264 $c_4 tags have the publisher date. (See Evergreen tag display rules below.)

Evergreen 264/260 Display rules:

For the publisher name to be displayed, Evergreen looks in the:

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• 260 $b field and if nothing is there, it looks in the 264 $b_1 (subfield b, SECOND indicator = 1 with no first

indicator) field

For the publisher date to be displayed, Evergreen looks in the:

• 260 $c field; If nothing is in the 260 $c tag, then it looks at both the 264 $c_1 and 264 $c_4 subfields.

Example 260 tag:

245 1 4 $aThe tell-tale heart : $bthe life and works of Edgar Allan Poe / $cJulian Symons.

260 0 ‡aNew York : ‡bHarper & Row, ‡cc1978.

Example 264 tag:

245 1 4 $aThe tell-tale heart : $bthe life and works of Edgar Allan Poe / $cJulian Symons.

264 1 New York : |b Harper & Row, |c 1978.

490/8xx – Series Statements

The 440 tag is now obsolete. Use the 490/8xx tags for SERIES information. Within Evergreen, the ability to search on

SERIES depends upon information within an 8xx tag.

For NC Cardinal:

• Use the 490/8xx tag instead of the 440 tag:

o 490 IND1 = 1; 830 IND2=0 (example)

• If your imported record includes a 440 tag, create relevant 490/8xx tags

• If Series is not traced, use the 490 Ind1=0 so that SERIES can be searched via the OPAC

Example:

490 0 _aBantam classics

856 - Electronic Location and Access

All electronic resources, for example eBooks, should include an 856 tag within NC Cardinal. The tag should have the

following format:

856, ind1 = 4, ind2 = 0

$u = URL

$9 = NC Cardinal Short Library Code

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$y = Click here for online access via xxxxx where xxxx is the electronic resource provider.

$z = note field (optional)

Example:

856 40$uhttp://ncdigital.lib.overdrive.com/ContentDetails.htm?ID=A394A90F$9MAUNEY $yClick here for online

access via Axis 360 $z Table of Contents only

6xx – Subject Added Entry All 6xx tags display or are used for searching within NC Cardinal. For example, the 651 tag (Subject

added entry – Geographic name) tag, displays in the OPAC view if it is added during cataloging.

Examples:

Here are two example 650/651 tags where the first case adds new/complementary information and the second case

repeats.

Title: Vacation under the volcano / by Mary Pope Osborne ; illustrated by Sal Murdocca.

650 1. ‡aTime travel ‡vFicXon.650 1. ‡aTree houses ‡vFicXon.651 1. ‡aVesuvius (Italy) ‡yErupXon, 79 ‡vFicXon.

651 1. ‡aPompeii (ExXnct city) ‡vFicXon.

Title: National Geographic guide to the state parks of the United States / prepared by the Book Division, National

Geographic Society.

650 0. ‡aParks ‡zUnited States ‡vGuidebooks.

651 0. ‡aUnited States ‡vGuidebooks.

The information from the 651 tag is appended to the “Subjects” row within the OPAC view or, if the 651 tag was entered

before the 650 tag, it would appear in front of the 650 tag information – but still under the Subjects heading.

Circulation-related Cataloging Fields

Age Hold Protection Rule

With the start of resource sharing at the consortium level within NC Cardinal, who can place holds becomes very

important. Within Evergreen, the Age Hold Protection Rule provides libraries with a means to control who is

authorized to place holds and the timing of those holds. Age protection rules are attached directly to an ITEM

record and are not designated at the MARC record level. This rule prevents new items from filling holds requested

for pickup at a library other than the owning library for a specified period of time. Age Hold Protection rules apply

once an item is assigned a copy status which is active. Please note that the Age Hold Protection Rule does not

automatically change and remains on an item record after the Protection period has expired.

At present, active copy statues with NC Cardinal are:

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• Available

• Checked Out

• ILL

• On holds shelf

• On reservation shelf

• Reserves

• Reshelving

Inactive copy statuses are:

• At childrens’ desk

• At circulation desk

• Cataloging

• Claimed Lost

• Damaged

• Discard/Weed

• In transit

• In use for programs

• In process

• In transit

• Lost

• Missing

• Never returned

• On display

• On order

• Repair

• Storage

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Field Record Mapping The Advanced Search, Search Results, and Record Details windows are annotated in terms of the tags used to display

information within Evergreen. These figures are provided as visual help aids. The MARC templates are more detailed

and should be considered the primary source for cataloging.

The Advanced Search Window

Search filters are from the Fixed

Fields:

Item form= 008/position 23

Item type= 005/position 6

Lit form= 008/position 33

language= 008,positions 35-37

Audience= 008/position 22

Bib level= 005, position 7

Pub Year = FF Date1

Search Input fields are from:

Title = 24x+730$s+740 +130 ($a$h if ind2 is not 2) Author = 100, 110, 111, 700, 710,711,720, 508

Series=440+760+800, 810, 811, 830 + 490 (only if ind1=0) + 694

Keyword=245$c+6xx+ 5XX (all except $6,$8)

Subject=600,610,611,630,650,651,655,

659,690,691,692,693,698, 699

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The Search Results Window

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The Record Details Window

Title = 245$a, $b, $c,$n or $p;

Author = 100$a, 700

2nd

line = 110, 710, 508

ISBN= 020$a

Edition= 250$a, 534$b,775$b

Pub Date=260$c and/or 264 $c; 2nd

IND=4;

Publisher=260$b c and/or 264 $b; 2nd

IND=1;

Physical Description=300$a + 300$b, 300$c,300$e,

505

Format (with icon) = FF Type

subject =all 6xx fields

Abstract=520a

Content fields which display:

$5xx

For example 511 = participant or

performer if relevant

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Helpful Links

• OCLC Bibliographic Formats and Standards for Tag - http://www.oclc.org/bibformats/en.html

• Form subdivisions -

http://library.princeton.edu/departments/tsd/katmandu/reference/formsubdiv.html

• Evergreen Record Levels - http://www.gliffy.com/publish/2218308/

• AACR2 versus RDA - http://tsig.wikispaces.com/file/view/AACR2_versus_RDA.pdf

• Library of Congress RDA Information and Resources - http://www.loc.gov/aba/rda


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