LibGuides: CLO Metadata Standards: How to Use CLO Metadata Standards

Overview

This LibGuide is designed to assist library staff apply the CLO Metadata Standards when editing bibliographic records. These standards reflect common cases but are not exhaustive or implicit. Refer to other cataloguing tools or consult with your colleagues on the discussion forum when needed.

It is maintained by the Page 1+ Metadata/Cataloguing Subcommittee.

The standards are organized by material type. Each page has cataloguing instructions & guidance.
Examples in the Alma interface are coming soon!

Any updates to instructions are captured below in the Change Log.

How to Use the Standards

Select the appropriate page based on the resource being catalogued.
Review the Overview section for a definition and any special notes that may apply to that material type.
Use the Cataloguing Instructions as needed. Ensure that you complete all the required fields for your resource.

Additional Resources

You can access workflows, guidelines and other documentation on the Resource Management Documentation page.
For an introduction to the program, see the CLO Page 1+ Cataloguing Program session for the recording and presentation.

Additional Reference Material

For additional cataloguing information, please see the links below.

Mapping to the Display, Facets, and Search Sections in the Primo VE Record
- This topic describes how the system maps Dublin Core (DC) and MARC fields from the Alma source to the fields under the Display, Search, and Facets section to the Primo VE normalized record so that it can be configured in the view and display in the UI.
Rules Used to Create the Resource Type Field - MARC 21/KORMARC and UNIMARC
Match Methods - Explanations and Examples/ Serial Match Methods
- March routines/methods are used to determine the circumstances in which an incoming record is considered to be a duplicate of an existing record.

Change Log

This table provides a record of the changes made to the CLO Metadata Standards and documentation.

Date	Page	Field	Description of Change
Oct. 4, 2022	All pages	N/A	Initial launch of all pages
Oct. 19, 2022	Res. Mgmt. Documentation	N/A	Added 2 new workflows: Resource Management – Using Import Profiles for E-Resource Import – Workflow Resource Management – Batch Updating Bibliographic Record Sets Using Normalization – Workflow
Jan. 11, 2023	Cataloging Examples Update	N/A	Cataloguing Examples Added to the following pages: DVD Streaming Video Video Game
Jan. 12, 2023	Various Pages	N/A	General clean-up/maintenance and formatting Updated Page Titles: Website VHS e-Notated Music Notated Music Removed Following Tabs: Image Mixed Added Following Tab: Standards Document Added Standards to Following Tab: CD-ROM Standards Document Cataloguing Examples Added to the following pages: Kit Website VHS Cataloguing Examples made Visible: Computer Software e-Notated Music Film Audio Streaming Audio Cassette Audio Book Video Streaming Video Game Video DVD Added Example Linking to following tabs: Video DVD Video Game Video Streaming 33rpm Audiobook Audio Cassette Audio Streaming Kit Website VHS Film Computer Software Map Notated Music e-Notated Music
Jan. 20, 2023	Audio CD and CD-ROM	N/A	Updated Definition to Audio CD Made corrections to CD-ROM page
Feb 6&7, 2023	Various Pages	N/A	Corrections made to the instructions and the examples on the following pages: Print Book Loose Leaf Serial E-Serial Database 33RPM Audiobook Audio Cassette Audio CD Audio Streaming Website VHS Film Computer Software Map Notated Music E-Notated Music
Feb 9, 2023	Various Pages	N/A	Added information (and made public) Microform Added information (and made public) Thesis Changed name of "Coming Soon - CDROM" to "CDROM" Made update to standards of Physical Objects Added examples to Physical Objects
Feb 13, 2023	Microform	N/A	Added examples to the Microform tab of the LibGuide
Mar 08, 2023	Website and Database	N/A	Definitions for "website" and "database" were changed.
Mar 22, 2023	Layout	N/A	Tabs in the left-hand navigation were alphabetized for ease of use