Matrix of Cataloging-Related Assignments by Level

Revised September 27, 2002
by Shirley Higgins


The tasks recorded in this document are intended to represent distinct tasks which would be listed in individual job descriptions. Component tasks which form part of larger tasks, such as authority work or shelflist verification of call numbers, which are part of cataloging, are not listed as independent tasks here.  This means that a task, such as copy cataloging, includes verification of the description, headings, and call number.
 

Number

Task

Asst II

Asst III

LA
I

LA
II

LA III

LA IV

LA
V 
1. PRE-CATALOGING
1.1 Tattle taping, property stamping, barcoding X            
1.2 Evaluating and distributing incoming materials   X          
1.3 Searching bibliographic databases, evaluating the results, printing or exporting records, and distributing materials
  a. Book format materials     X        
  b. Non-book format materials       X      
1.4 Processing books for In-Process shelves
  a. Updating existing bib and/or item records   X          
  b. Creating new bib and item records     X        
1.5 Creating or updating preliminary sound recording records     X        
1.6 Searching for materials requested by patrons or library staff
  a. Simple       X      
  b. Complex         X    
 
2. COPY CATALOGING
2.1 MONOGRAPHIC TEXTUAL MATERIALS (Books, microforms, photocopies, etc.) 
2.1.1 LC copy cataloging
  a. Straightforward (AACR2)     X        
  b. Moderate (pre-AACR2 and analyzed sets)       X      
  c. Complex (includes accompanying materials, selecting from multiple call numbers other than analyzed sets and bibliographies, etc.)         X    
2.1.2  Member copy cataloging
  a. Straightforward (call numbers can be shelflisted on INNOPAC, includes simple Cutter number adjustments)       X      
  b. Complex (call numbers must be evaluated using LC Classification schedules, may include analyzed sets, accompanying materials, selecting from multiple call numbers, romanized fields etc.)         X    
2.1.3 Minimal level upgrades and enhances (not enrichment)
  a. Description only           X  
  b. Subject analysis and description             X
2.2 SERIALS AND INTEGRATING RESOURCES (Includes cataloging, enhancing, and maintaining records)
  a. Straightforward            X  
  b. Complex (includes embedded serials, converting latest to successive entry, etc.)             X
2.3 OTHER FORMATS
  a. Non-musical videorecordings         X    
  b. Scores, sound recordings, maps, graphic materials, computer files, or music videorecordings           X  
2.4 Adding:
  a. Copies, replacements, locations, or branches     X        
  b. CDL clones     X        
  c. Straightforward added electronic versions (under direction, and may involve use of constant data or macros)     X        
  d. Complex added electronic versions (involves locating and evaluating websites using guidelines)         X    
  e. CJK vernacular on OCLC     X        
  f. Volumes         X    
 
3. ORIGINAL CATALOGING (ALL FORMATS)
3.1 New record based on constant data record (dissertations and working papers)
  a. Straightforward     X        
  b. Complex (with accompanying materials)         X    
3.2 Full level cataloging
  a. Description only (includes formulaic call number assignment or subject analysis supplied from variant copy or other cataloger)            X  
  b. Subject analysis only             X
  c. Subject analysis and description             X
3.3 Make NACO contributions           X  
3.4 Peer review for quality control same level as task reviewed
 
4. POST-CATALOGING
4.1 Perform export verification and labeling     X        
4.2 Process INNOPAC headings reports
  a. Simple (Used for the first time, Duplicate authority records, Blind references, Invalid headings)     X        
  b. Complex (Bibliographic updates, Non-unique 4XXs, Busy matches, Near matches, and review of student work on Used for the first time and Invalid headings reports)         X    
4.3 Export NACO records     X        
4.4 Update MeSH authority records       X      
4.5 Process bib record heading corrections based on LCSH weekly lists, corrections to name authority records, etc.
  a. Straightforward (one-to-one)     X        
  b. Complex           X  
 
5. DATABASE MANAGEMENT
5.1 Make individual updates and corrections
  a. Simple (e.g., add Cdate, change location codes)   X          
  b. Moderate (series numbering cleanup)         X    
  c. Complex (e.g., synchronization problems between multiple systems, classification discrepancies)           X  
5.2 Make batch updates
  a. Global or rapid update             X
  b. Authorize batch deletions             X
5.3 Process transfers and withdrawals
  a. Pull designated items and stamp "Withdrawn" X            
  b. Monographs     X        
  c. Serials           X  
5.4 Transfer attached records       X      
5.5 Process MELVYL rejected records         X    
5.6 Process SRLF items
  a. Check SRLF system for duplicate monograph holdings     X        
  b. Check SRLF system for duplicate serial holdings           X  
  c. Process SRLF rejected items         X    
  d. Coordinate SRLF shipments             X
5.8 Merge records to create single INNOPAC record
  a. Straightforward     X        
  b. Complex         X    
5.9 Add or delete OCLC holdings X            
5.10 Modify or cancel holds or charge in and charge out records         X    
5.11 Validate Persistent Identification numbers (also known as PIDs or PURLs)           X  
 
6. OTHER CATALOGING RELATED TASKS
6.1 Serve as resource person             X
6.2 Make original treatment decisions             X
6.3 Serve as functional group leader             X
6.4 Create review files on INNOPAC             X
6.5 Create and/or update macros             X