πŸ“š Cataloguing

πŸŽ“ AdvanceCAT

The most detailed cataloguing tool in Papyrus Cloud. AdvanceCAT exposes the full UNIMARC bibliographic record field-by-field, supports multiple segments per field for multiple authors and subjects, and provides tabs for stock management, file attachments, circulation history, and audit information β€” all in one screen.

ℹ️ Overview

AdvanceCAT is designed for cataloguing sessions where precision and completeness matter. Instead of a set of named fields, AdvanceCAT presents the underlying UNIMARC bibliographic data as an editable grid, with each row representing one segment of one UNIMARC field. This gives full control over every data point in a record β€” including multiple authors, multiple subjects, multi-paragraph abstracts, and any other repeatable UNIMARC element.

The screen is built around five tabs that keep the full picture of a BRN in view: the UNIMARC cataloguing grid, the stock inventory, attachments, circulation history, and audit information. This makes AdvanceCAT the natural place to go when you want to inspect every aspect of a record from one screen.

Like all four cataloguing tools, AdvanceCAT reads from and writes to the same database. A record created or changed here is immediately visible in EasyCAT, FastCAT, QuickCAT, and the OPAC.

ℹ️
All tools are interchangeable. AdvanceCAT is not reserved for senior or specialist librarians β€” it is simply the tool with the most detail visible at once. Any record in the catalogue can be opened in any tool at any time.

πŸ”€ How AdvanceCAT Compares

Feature QuickCAT FastCAT EasyCAT AdvanceCAT
ISBN lookup (auto-fill) βœ“ βœ“ βœ“ βœ“
Title, Author, Subject βœ“ βœ“ βœ“ βœ“
Publisher, Series, Dewey, Shelf, Price – βœ“ βœ“ βœ“
Browse catalogue (prev/next) – βœ“ βœ“ βœ“
Multiple stock items per session – – βœ“ βœ“
UNIMARC field-by-field entry – – – βœ“
Multiple authors / subjects (extra segments) – – – βœ“
URL field – – βœ“ βœ“
File attachments tab – – – βœ“
Circulation history tab – – – βœ“
Audit/Information tab – – – βœ“
Copy BRN button – – – βœ“
Download button – – – βœ“
Best suited to Fastest intake Quick intake + browse Day-to-day cataloguing Full UNIMARC control, multiple authors/subjects, record inspection

πŸ–₯️ Screen Layout

AdvanceCAT is organised into three areas:

Toolbar β€” the search field (highlighted in pink when a BRN is loaded), followed by Copy, Add, Save, Delete, OPAC, Download, and the catalogue navigation arrows.

Header panel β€” the ISBD citation line, Publication Type selector, ISBN + Find button, and URL field. The book cover thumbnail sits to the right.

Tab panel β€” five tabs covering different aspects of the BRN:

Cataloguing
Stock
Attachments
Circulation
Information

The system remembers the last active tab between sessions, so returning to AdvanceCAT will restore the tab you were working on.

πŸ› οΈ Toolbar Buttons

Button Action
Copy Creates a new BRN by copying the current one β€” title, all UNIMARC fields, and Publication Type are duplicated into a new record. A confirmation dialog warns against creating a copy when you simply want to add more physical copies of an existing title. Use this only for genuinely different editions or versions. To add additional copies of the same title, use the Stock tab instead.
Add Opens the Add a new Bibliographic Item dialog. Enter the title, optionally search by ISBN, select the Publication Type, and enter an accession number. Click the dialog's Add button to create the record and load it into AdvanceCAT.
Save Saves all changes across the header fields and the UNIMARC grid. Blank rows in the grid are removed automatically on save β€” only rows with a value are retained. Always save before navigating away.
Delete Permanently deletes the current BRN and all its linked stock items after a confirmation prompt. A BRN with active loans or reservations cannot be deleted.
OPAC Opens the OPAC search so you can locate a BRN using the public catalogue interface. Selecting a title there loads it into AdvanceCAT.
Download Downloads the current BRN's bibliographic data β€” for example as a MARC exchange file for use with other library systems. Not available in EasyCAT, FastCAT, or QuickCAT.
<< Jump to the first BRN in the catalogue.
< Move to the previous BRN.
> Move to the next BRN.
>> Jump to the last BRN in the catalogue.
⚠️
Save before navigating. Using the navigation arrows, OPAC button, or switching to a different screen without first clicking Save will discard any unsaved changes in the UNIMARC grid and header fields.

πŸ“‹ Header Fields

The header panel, displayed above the tabs, contains fields that apply to the BRN as a whole rather than to individual UNIMARC segments.

Field Description
Search field Enter a BRN number, accession number, barcode, or part of a title. Auto-complete suggests matching titles. The field is highlighted in pink when a record is loaded, as a visual reminder that changes have not yet been saved.
Title (ISBD) A read-only ISBD citation line assembled automatically from the stored UNIMARC fields. Updated after each save. Provides an at-a-glance confirmation of the current record.
Type The Publication Type for this BRN. Controls which circulation privilege rules apply and which OPAC category the title appears under. Changing the type and clicking Reload will reload the UNIMARC template for the new type. Types are configured in Parameters β†’ Publication Types.
ISBN The International Standard Book Number. Enter or scan and click Find to attempt an online auto-fill of the UNIMARC grid. Review any auto-filled values carefully before saving.
URL A multi-line text area for recording a web address associated with this BRN β€” for example a publisher's product page, an online resource, or a digital version. Multiple URLs can be entered on separate lines. The URL is not present in QuickCAT or FastCAT.

πŸ“– Cataloguing Tab β€” The UNIMARC Grid

The Cataloguing tab is the heart of AdvanceCAT. It displays the bibliographic record as a grid where each row is one segment of one UNIMARC field. The columns are:

Column Description
New A link that inserts a new blank row immediately after this one, for the same UNIMARC field. Use this to add a second author, a second subject heading, or an additional line to a multi-paragraph abstract.
UNIMARC The field name and MARC code in parentheses β€” for example Title Proper (200,a) or Subject (600,a). Read-only; determined by the Publication Template.
Segment The segment number within a repeatable field β€” 0 for the first occurrence, 1 for the second, and so on. Assigned automatically when a new row is inserted.
Catalogue Value The editable field where you type or correct the value for this UNIMARC segment. Auto-complete is available for Publisher (PUBL), Subject (SUBJ), and Author (PERS) fields.
ARN If this field's value is linked to an authority record (ARN), the ARN type code is shown here (e.g. PUBL, SUBJ, PERS). Blank if no ARN is linked.
ARN link If an ARN exists, the ARN number appears as a clickable link that opens the Maintain ARNs screen for that authority record in a new tab. Useful for inspecting or updating the authority entry directly.

Here is an example of what the grid looks like for a typical book record:

New UNIMARC Seg Catalogue Value ARN Link
ISBN (010,a) 0 9780545010221
Title Proper (200,a) 0 Harry Potter and the Deathly Hallows (Book 7)
Author (200,f) 0 Rowling, J.K.
Place of publication (210,a) 0 London
Name of publisher (210,c) 0 Pottermore PUBL
Date of publication (210,d) 0 2015-01-10
Extent of item (215,a) 0 759 pages
Text of notes β€” Abstract (300,a) 0 In Harry Potter and the Deathly Hallows…
Text of notes β€” Abstract (300,a) 1 …and Lord Voldemort each prepare for their ultimate encounter.
Subject (600,a) 0 Juvenile Fiction SUBJ
Author Surname (700,a) 0 J.K. PERS
First Part of Author Name (700,b) 0 Rowling PERS

πŸ—‚οΈ UNIMARC Explained

UNIMARC (Universal MARC) is an international standard for encoding bibliographic information. Each data element β€” title, author, publisher, subject, and so on β€” is assigned a numeric field code and a subfield letter. In Papyrus Cloud the field name is displayed in plain language alongside the code so you do not need to memorise the numbers.

The UNIMARC fields you will most commonly encounter in AdvanceCAT are:

UNIMARC field What it holds
010,a β€” ISBN The 13- or 10-digit ISBN. Links to online cover images and metadata lookup.
200,a β€” Title Proper The main title as it appears on the title page.
200,f β€” Author The primary statement of responsibility, typically in Surname, First Names format.
210,a β€” Place of publication The city where the publisher is based.
210,c β€” Name of publisher The publisher's name. Linked to a PUBL authority record (ARN).
210,d β€” Date of publication The publication year or full date.
215,a β€” Extent of item The physical description β€” number of pages, volumes, or running time.
300,a β€” Text of notes (Abstract) A summary or abstract. Long abstracts are split across multiple segments (0, 1, 2, …).
600,a β€” Subject A subject heading. Multiple subjects each get their own segment. Linked to a SUBJ authority record.
700,a β€” Author Surname The surname portion of the primary author's name, stored separately for index sorting. Linked to a PERS authority record.
700,b β€” First Part of Author Name The forename(s) or initials of the primary author.

The exact set of fields shown for a BRN is determined by its Publication Template. A Fiction template might include fewer fields than a Non-Fiction or Journal template.

πŸ“„ Publication Templates & the Reload Button

Every Publication Type has an associated Publication Template, configured under Parameters β†’ Publication Templates. The template defines which UNIMARC fields appear in the grid for that type, and which fields are compulsory (highlighted differently if left empty at save time).

When a new BRN is created, its grid is pre-populated with the full template for the selected Publication Type. As you fill in values and save, blank rows are removed β€” so the saved grid shows only the fields that actually have data.

The Reload button at the top of the Cataloguing tab restores the complete template, re-adding any rows that were previously empty and removed. Use Reload when:

  • You want to add a field that was not filled in originally (e.g. adding a URL or edition statement later).
  • You change the Publication Type and want to apply the new type's template to the existing record.
  • You accidentally deleted a row and want to restore the template structure.
ℹ️
Reload does not overwrite existing values. Rows that already have data are preserved unchanged. Reload only adds back the blank template rows that were stripped on the previous save.

βž• Multiple Segments β€” Adding Extra Authors and Subjects

UNIMARC allows many fields to be repeated. AdvanceCAT implements this through the New link at the left of each row. Clicking New on a row inserts a new blank row for the same UNIMARC field, with the next segment number. This is how you add:

  • Multiple authors β€” click New on the Author (200,f) row and type the second author's name.
  • Multiple subjects β€” click New on the Subject (600,a) row for each additional subject heading.
  • Multi-paragraph abstracts β€” the abstract field (300,a) is often spread across segments 0, 1, 2 … to accommodate long descriptions. Click New to add continuation paragraphs.
  • Multiple ISBNs β€” for items with both a print and digital ISBN, add a second ISBN (010,a) row.
πŸ’‘
Segment numbers are automatic. You do not need to set the segment number yourself β€” it is assigned sequentially when you click New. The segment number determines the display order for that field in the OPAC and on reports.

πŸ”— ARN Links β€” Authority Records

An ARN (Authority Record Number) is a unique identifier for an entity in the authority file β€” a publisher, a subject heading, or an author. When a value in the UNIMARC grid is recognised as matching an existing authority record, AdvanceCAT displays the ARN type and number in the last two columns of the grid row.

Clicking the ARN number link opens the Maintain ARNs screen for that record in a new browser tab. From there you can correct the authority entry, merge duplicates, or see all BRNs that reference that authority. Changes made to an authority record are immediately reflected across all BRNs that use it.

ℹ️
If a row has no ARN link, the value has not yet been matched to an authority record. The auto-complete suggestions in the Catalogue Value column draw from the existing authority file β€” selecting a suggestion from the drop-down will create the ARN link. If you type a value that does not yet exist in the authority file, a new authority record will be created when you save.

πŸ“¦ Stock Tab

The Stock tab manages all physical copies (stock items) linked to the current BRN. Unlike FastCAT and QuickCAT which show only one stock item at a time, AdvanceCAT displays all copies in a scrollable grid β€” making it practical for titles with many copies.

Entry fields

Field / Button Description
Acc No The accession number for the stock item you are adding or editing. Type directly or click Next to auto-generate the next number in the sequence configured in Global Parameters.
Next Generates the next accession number automatically and populates the Acc No field. Click Next each time you want to add another copy.
Add Adds the accession number (and any barcode, shelf, and price values entered) as a new row in the stock grid.
Delete Removes the stock item currently shown in the entry fields.
Barcode The barcode on the physical label. Scan or type. Must be unique. If Accession Number is Barcode is enabled in Global Parameters, this is populated automatically.
Shelf The shelf location or call number where the copy is shelved. Shown on spine labels and in the OPAC.
Price The replacement cost of the item, used for lost-item charges.

Stock grid columns

Column Description
Edit Click to load this stock item's values into the entry fields above for editing.
AccNo The accession number β€” the unique identifier for this physical copy.
Barcode The barcode on the item's label.
Shelf The shelf location or call number.
Price Replacement cost.
Collection An optional sub-collection code (e.g. REF, DVD, STAFF) used to group copies within a location.
Locn The Location code β€” which branch or room this copy belongs to. Locations are configured in Parameters β†’ Locations.
Status The current stock status number. Status 0 is typically Available. Other values represent checked-out, on order, missing, etc. Configured in Parameters β†’ Stock Status.
Overnight If ticked, this copy can only be issued overnight (short loan). Configured per stock item.
Delete Removes this stock item from the grid after confirmation. Cannot delete a copy that is currently on loan.

πŸ“Ž Attachments Tab

The Attachments tab lets you link digital files to a BRN β€” for example a publisher's catalogue page, a table of contents PDF, a curriculum document, or a reading guide. Attachments are stored on the server and can be accessed by staff from AdvanceCAT.

Field / Button Description
Description A short label for the attachment (up to 200 characters) to identify what the file contains.
File upload Click to browse and select a file from your computer. Any common file type is accepted.
Upload (8mb limit) Uploads the selected file and links it to the current BRN. Files larger than 8 MB cannot be uploaded β€” compress or split large files before attaching.
ℹ️
The Attachments tab is not available in EasyCAT, FastCAT, or QuickCAT. To add or manage attachments, always use AdvanceCAT.

πŸ” Circulation Tab

The Circulation tab shows the full loan history for all copies of this BRN β€” every time any copy was issued to any member. This is a read-only reference view; loans cannot be created or reversed here. Use Circulation β†’ Front Desk for active loan management.

Column Description
Member No The member's library card number.
Member The member's name (Surname, First Names).
Type The member's type and category at the time of the loan.
AccNo The accession number of the specific copy that was borrowed.
Date Issued The date the item was checked out.
Date Due The due date for return.
Date Returned The actual date the item was returned. Blank if still on loan.
Username The system login of the librarian who processed the transaction.
Info A button that opens additional transaction details for that loan event.
πŸ’‘
The Circulation tab is particularly useful when investigating a patron dispute, checking whether a specific copy has been returned, or confirming the loan history before withdrawing a title.

πŸ• Information Tab

The Information tab displays audit timestamps for the BRN. All fields are read-only.

Field Description
Date Catalogued The date and time the BRN was first created in the system.
Created by The username of the librarian who created the record.
Date Last Updated The date and time the record was most recently saved.
Last User The username of the librarian who made the most recent change.

πŸ–ΌοΈ Book Cover Image

A book cover thumbnail is displayed in the upper-right area of the header panel. Click the thumbnail to open an enlarged lightbox view. Inside the lightbox, an Upload or Delete Image link opens a separate page (UploadBRNCover.aspx) where you can upload a new cover image or remove the existing one.

If a valid ISBN is recorded and a cover image is available online, Papyrus Cloud may retrieve and display it automatically. Manually uploaded images take precedence over auto-retrieved ones.

πŸ” Typical Workflows

Cataloguing a new item with full UNIMARC detail

  1. Search the field or click Add to open the dialog. Enter the title and optionally the ISBN, select the Publication Type, enter the accession number, and click the dialog's Add button.
  2. If an ISBN was entered and auto-fill succeeded, the UNIMARC grid is pre-populated. Review each field carefully and correct any errors.
  3. Work through the grid row by row. Use auto-complete suggestions for Publisher, Subject, and Author fields to link to existing authority records.
  4. To add a second author or subject, click the New link on the appropriate row and type the value in the blank row that appears.
  5. Fill in the URL field in the header if there is an associated web resource.
  6. Switch to the Stock tab. Click Next to generate an accession number, enter the Barcode, Shelf, and Price, then click Add. Repeat for each physical copy.
  7. Click Save. Blank rows are removed automatically; only rows with values are retained.
  8. Upload a cover image if one is not retrieved automatically, using the Upload or Delete Image link in the cover lightbox.
  9. If needed, switch to the Attachments tab to upload any associated documents.

Adding missing UNIMARC fields to an existing record

  1. Load the BRN in AdvanceCAT by searching for the title or accession number.
  2. Click Reload on the Cataloguing tab to restore the full template, making all possible fields visible again.
  3. Fill in the missing values in the newly restored blank rows.
  4. Click Save.

Copying a BRN for a new edition

  1. Load the existing BRN.
  2. Click Copy. Confirm the dialog β€” note the warning about not using Copy simply to add more physical copies of the same title.
  3. A new BRN is created with the same bibliographic data. Update the fields that differ for the new edition (title, date, ISBN, edition statement).
  4. Switch to the Stock tab and add the accession number and barcode for the new edition's physical copies.
  5. Click Save.

➑️ Next Steps

Task Where to go
Configure which UNIMARC fields appear per type Parameters β†’ Publication Templates
Add or edit Publication Types Parameters β†’ Publication Types
Manage authority records (publishers, subjects, authors) Routines β†’ ARN Routines β†’ Maintain ARNs
Print barcode and spine labels Cataloguing β†’ Barcode Labels
Run a stock take Cataloguing β†’ Stock Take
Review all copies across the catalogue Routines β†’ BRN Routines β†’ Browse Stock Status
Configure locations and collections Parameters β†’ Locations