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Find information about the simplified cataloging role in Record Manager.  Discover basics of the simplified cataloging process, how to set user and export preferences, and a quick reference guide.
  • About the simplified cataloging role
    Find an overview of the simplified cataloging role in Record Manager.
  • Quick reference
    Discover a quick reference guide for common actions in the simplified cataloging role in Record Manager, including how to search, edit records, create labels, and download export files.
  • Set export preferences
    Learn how to set export preferences in the simplified cataloging role in Record Manager.
  • Set preferences for bibliographic records
    Learn how to set preferences for working with bibliographic records in the simplified cataloging role in Record Manager.
  • Set search preferences
    Learn how to set preferences for basic and advanced searches in the simplified cataloging role in Record Manager.

 

Watch a video

Simplified cataloging: User preferences (6:59)

This video demonstrates how to set user preferences in simplified cataloging for export format, basic and advanced searching, and MARC or text view of records.