Table of Contents
Each item in the catalogue is linked to a bibliographic record. This record contains detailed information about the item. You can also perform a number of actions from a bibliographic record.
Access an item’s bibliographic record by finding the item in the Staff Catalog, then clicking the item’s title or cover image.
You may also access an item’s record by clicking its title any time it is hyperlinked, such as on a patron’s account or on the Item Status page.
There may be multiple records for a given title if the title has multiple editions, formats, or publishers in your catalogue. Differences in cataloguing practices between libraries could also result in multiple records for the same title.
Tip
Click Show Search Form in the top-right corner of a bibliographic record page to display the search form. If the search form is displayed, the button will say Hide Search Form. Click this button to hide the search form.
The search form is filled by information in your URL. This information will still be present in the search form if you accessed the record from a search results page or by clicking a link that contained search information.
The top panel in a record is the Record Summary. This contains the following information:
- Format: The type of item, such as book, DVD, or large print book. (This appears above the cover image.)
- Cover Image: An image of the specific version of this title or non-bibliographic item. (Clicking the cover image will open the image file in another tab in your browser.)
- Title: The item’s title, hyperlinked to the record’s URL. (Clicking the title link will direct you to the record’s location with no other information in the URL, which can be useful when sharing the link to a record.)
- Author: The author’s name exactly as it appears in the MARC record.
- Bib Call #: The bibliographic call number. (This is pulled from the MARC record, so it may be different from any call number used in your library.)
- Edition: The item’s edition.
- Publication Date: The item’s publication date.
- Record Owner: The Evergreen account which owns the record (hyperlinked to the account).
- TCN: The record’s Title Control Number.
- Database ID: The record’s database ID.
- Created On: The date the record was created.
- Created By: The Evergreen account used to create the record (hyperlinked to the account).
- Last Edited By: The Evergreen account last used to edit the record (hyperlinked to the account).
- Last Edited On: The date the record was last edited.
Click the ∧ caret icon in the top-right corner of the Record Summary to collapse the record summary panel. Only the Title, Edition, TCN, and Created By information will be shown.
With the record summary panel collapsed, the caret icon has inverted (it is now pointing downwards). Click the ∨ caret icon to expand the record summary panel.
If you accessed the bibliographic record through a search, you can navigate to the records for other results from your search directly from this record. Use the buttons below the Record Summary to the left to navigate your search results.
The following buttons are available:
- Start: View the record for the first search result.
- Previous: View the record for the search result before this one.
- Next: View the record for the search result after this one.
- End: View the record for the last search result.
- Back to Results (# / #): Return to the search results page. The first number indicates the position of the current record in the search results. The second number indicates the total number of results.
Note
If there was only one search result, or if you access the record through any method besides a catalog search, the Results Navigation buttons may not be available.
Action buttons are located below the Record Summary to the right.
You can use the following actions:
- Patron View: The record will open in the patron catalog (OPAC) in a new tab. You will not be logged in to Evergreen in this new tab. You must return to your staff tab to continue using staff features.
- Place Hold: The Place Hold screen will appear in the current tab. You may place a title hold. Click Return to return to the record.
- Add Holdings: The Holdings Editor for the current record will open in a new tab. Users with the appropriate permissions can begin the process of adding a new holding (item).
- Serials: A dropdown menu opens with the options Quick Receive, Manage Subscriptions, and Manage MFHDs. The latter two options take you to the Serials page for the current record with the selected pane open.
Mark For…: Cataloguing primarily uses these to complete a variety of cataloguing tasks. Circulation staff may use the Title Hold Transfer option to transfer a hold to a different hold request while preserving the other hold details. Reset Record Marks removes all marks. The dropdown menu options are:
- Conjoined Items
- Overlay Target
- Title Hold Transfer
- Holding Transfer
- Reset Record Marks
Other Actions: A dropdown menu opens with the following options:
- Add To Bucket: The Add Item # to Bucket window opens. You may add the record to an existing, new, or shared record bucket.
- Add To Carousel: The Add to Carousel window opens. You may add the record to an existing carousel or create a new carousel.
- Upload Cover Image: The Upload Cover Image window opens. You may upload a cover image for the current record.
- Clear Added Content Cache: and the popup Added Content Cache Cleared appears. THIS WORDING MUST BE UPDATED THANK YOU It also does not appear here https://docs.evergreen-ils.org/docs/latest/staff_catalog/bibliographic_records.html#record_actions
- View/Place Orders: The Line Items Related to Bib Record page in the Acquisitions module opens in a new tab.
There are eleven record views available in bibliographic record display that can be used to access information and perform actions.
Any of the record views can be set as the default view for your workstation can be set by opening the desired tab and clicking Set Default View.
The Record Views appear below Results Navigation and Record Actions buttons. The tab is selected by default.
To change the tab that is selected by default, navigate to the tab of your choice, then click the Set Default View button located above the tabs to the right of the page.
Information on customizing the grid display, including adding/removing columns and changing column widths, can be found in the section called “Grid Options”.
