Last Updated: May 2018
Software required : Microsoft Office Excel datasheet of free Open Office. Tips here assume some familiarity with spreadsheets and basics of formulas. I have no idea if and how they work with Apple products, sorry.
The cataloging methodology I have developed here I find useful in managing my collection of over 1,500 records, which include a fair proportion of European and Japanese issues of US originals, multiple copies resulting from upgrading, and mono/stereo variations.
Your own method of record-keeping and filing should be appropriate to your needs. One friend keeps his 3,000 collection hand-written in a series of spiral-bound notebooks. He seems happy enough with it, though in record shops has often to phone home to ask his wife to check what’s in the book. Whatever works for you. A spreadsheet is easier to manage, expand and contract as your collection changes, and to research and analyse.
A hard copy of the collection is printed (20 pages A4) updated from time to time, and goes with me on shopping trips, to avoid embarrassment of buying the same record twice. I guess you could load it all to a tablet or smart phone, but I don’t use one.
After deciding what detail you want to record about each record in your collection (etchings, vinyl weight, vinyl grade, mono/stereo, important stuff) the next biggest decision you can make, is the sort order. With a spreadsheet you have the flexibility to change as your needs and interests change, and when sorted alphabetically, you also have the backbone of a printable Filing List for more disciplines storage and retrieval.
Some collectors like their collection organised by record label (My Impulse collection, My Blue Note collection etc) or by artist, alphabetically. My method is artist last-name alphabetically, then album title alphabetically, then original issue label and catalogue number, then this record label and catalogue number, then country of manufacture, and so on…
Mobley, Hank; self-titled; Blue Note BLP 1568; King GFX 9999; J; 1985…
Unless you are blessed with an unbroken line of original pressings, a proportion of your collection inevitably will include reissues – in my case, many simultaneous first UK release of US recordings (reissuers often use their own catalogue number), or Japanese reissues of otherwise unobtainable Blue Notes. By identifying the original record catalogue number (e.g. Blue Note BLP 1568) and then sorting by that, all the Blue Note reissues, mono and stereo, Liberty King and Toshiba of that record fall together. This required quite a lot of additional research, as it had never occurred to me to record the original record catalog number.
Here you see order, where once was chaos, mixing UK Esquires, UK HMVs, US Prestige, US Impulse and UK/US Atlantic, mono and stereo, duplicates.
Album Title Naming Protocol
Because you want to be able to sort albums alphabetically, words at the beginning of titles like “The” and “A” are unhelpful and should be despatched to the end of the title, separated off by a comma. For example, A Walk In The Park becomes Walk In The Park, A. The sort keyword is the first unique main word at the beginning of the title, “Walk”
The following formulas in Microsoft Office Excel reduce some of the work.
1. Artist listing by surname
Essential to run your list in last name order, where you have already recorded the name in conventional order of First name Last name. The formula below reverses first and last name for listing or filing by surname. Enter the formula (copy and paste) in cell A1 to transform “Art Blakey” in adjacent Cell B1 into “Blakey, Art” in cell A1
=RIGHT(B1,LEN(B1)-FIND(” “,B1,1))&”, “&LEFT(B1,FIND(” “,B1)-1)
Formula works only for artists with a single first and last name, by locating the blank space between the two names and the number of characters to the left and right of that space, reversing the name order and inserting a coma immediately after the surname. This turns what could be a day’s work into a few minutes.
I use the Artist name in the sense of which musician who is the leader of the recording, so I sacrifice for the purpose of cataloging any co-leader, or designation “quartet ” or “trio”. Art Blakey’s Jazz Messengers becomes just Art Blakey. Fancy multiple names get truncated or joined into one name with a hyphen.
2. Duplicate Flag – duplicate detection
Surprisingly, there are often unintentional as well as intentional duplicate entries in a datasheet, so this little formula makes it easy to spot them both. Example, Title in Column C, formula in row 101 tests rows above and below for identical title.
Tests whether the title in cell C101 is the same as the title in the cell above (C100) or the cell below (C102). If either condition is met, the formula returns the flag “D”, otherwise, returns nothing. Adjust the cell reference to fit your own datasheet design.
RECORD CATALOG NUMBERS
The original release catalog number works as a chronological sequence number. It is not intended to be the catalog number of your record, other than coincidentally . For example:
Blue Note: BLP 1568 is a unique reference to a Hank Mobley recording. It is found on Blue Note Records with catalog number BN 1568 when mono, or BNST 81568 when stereo. Its release in Japan by King Records carries catalog number GXK 8225, whilst the later EMI-Toshiba release retain the US number BN 1568. Later US and European reissues tend to follow the original number. Not so Applause and some other reissue labels. By entering the original BLP number against each Blue Note record, chronology and reissue-grouping is possible.
Impulse: Impulse recordings were licensed in the UK by HMV, and pressed by EMI, until Impulse set up their own UK presence. The original Impulse catalog numbers A 1 to A 99 and higher will have an HMV catalog number, usually CLP (mono) or CSD (stereo) then a four digit number. The original Impulse number will often be found on the record label itself, and was used by EMI as the matrix number to be engraved in the run out, plus A or B.
Prestige presents a different problem. It was practice to issue a new catalog number when a record was reissued. You will often see the original number in the run-out, scratched out and replaced by a new higher number, and sometimes a third number by the time the Blue/ Trident label came into use. Because the catalog number is being used here as a machine-readable index number, to create chronology, the original first release number is the one required. The same logic applies to records released first on New Jazz (8000 series) and reissued on Prestige. Esquire UK reissues show the originating Prestige catalog number on the label, and as the matrix code in the run-out.
Columbia were quite disciplined with the ubiquitous CL (mono) or CS (stereo) prefix, and four digits. For cataloging, use the mono CL release number, retaining the number for the actual record you own. UK releases by CBS carry their own BPG (mono) or SBPG (stereo) prefix and five digits. The original Columbia CL number may take some digging however Miles Davis and Thelonious Monk’s large discography is fairly easy to follow. However earlier Philips/Fontana licensing of Columbia recordings (up to 1963 and the creation of CBS) was entirely covert. Fontana use their TFL /STFL/TL prefix and four digits, and deliberately made no other reference to Columbia whatsoever, so originating numbers can be a bit painful to locate.
Difficult Artists: Charles Mingus hated record companies with a passion, jumping from label to label with almost every recording, so much so that there is very little value in attempting to use catalog numbers for chronology. This applies to some other artists too.
Difficult Labels: RCA Victor, Mercury and Verve used difficult formats which show the hallmark of being conceived before the advent of computers. I have only a few, so it is less of a problem. London American Jazz pressings require working knowledge of the LTZ suffix which identifies the originating US label.
Recording format of catalog numbers.
The purpose here is to keep numbers in a format that can be easily manipulated on a computer datasheet ie machine readable and able to sort reliably. Ideally every record would simply have a different number, but the same digits occur too frequently, and therefore a distinguishing prefix of the label is helpful – CL as used by Columbia, BLP as used by Blue Note, etc.
Some catalog numbers are printed with spaces or no spaces, with dots or dashes as character separators. I use a space character to separate the prefix from the digits, and no other spaces or symbols. One artifice sometimes necessary is insertion of a leading zero to enable correct sorting, as Impulse A-6, A6 and A 6 needs to be turned into A 06. This method works, but may horrify Discogs Purists who believe only in recording exactly what was printed on the label or cover.
Help finding the original catalog number
Most of the original US release catalogue numbers were obtained from lookups created out of JazzDisco record label album indexes (Impulse, Savoy, Atlantic, Verve etc). with some “text to columns” chopping up. From this a lookup formula extracts the original catalogue number – usually the mono original first release. (This is a lot more reliable than my previous unreliable efforts to note the year of recording)
=VLOOKUP ( cell containing title, the location and cell array in which the label title and catalogue number are held side by side (anchored with $’s), offset number of columns with desired catalogue number, FALSE )
=VLOOKUP(A1,’US OG lookup’!$A$1:$B$1891,2,FALSE)
A little manual cleaning up is required where the official record title and your entry don’t match exactly e.g. “&” not “and”, the word “the” missing, typos etc
Item listed in columns 1 – 31 From time to time I have added items and deleted other.
Item list (transposed from rows to columns)
|1||Artist Lastname Firstname||Adderley, Cannonball||Blakey, Art|
|2||Artist Name||Cannonball Adderley||Art Blakey|
|3||Title||Cannonball’s Sharpshooters||Cafe Bohemia, Vol 2|
|4||Original Recording Label||MERCURY||BLUE NOTE|
|5||Original Release Catalogue Number||MG 36135||BLP 1508|
|6||This Issuer Label||MERCURY|
|7||Cat No.||MMB 12008|
|9||Matrix Side A||MG 36135 A||BN 1507-A|
|10||Matrix Side B||MG 36135 B||BN 1507-B|
|13||Lib1St Or Re?|
|14||Country of Mfg||UK||US|
|17||1St Press status||1UK||1US|
|18||Vinyl Weight (grams)||160||225|
|21||Stamp in Run-Off||RVGsig|
|25||No ®?||no R|
|28||Price Paid (£ Ex Pp)||20||75|
Not all fields are relevant to every label eg Blue Note originals require extensive documentation, Blue Note Japanese reissues – King have a unique Japan number, Toshiba re-use the original Blue Note catalogue number, in both cases the address on label is not relevant as it is merely a facsimile of the original.
I am in two minds about the use of abbreviations. Label: “Blue/Black” or “BL/BK”? With Excel search and replace its pretty easy to swap from one to the other as your needs change.
Most important is the sum paid, which uses a formula to add up the total expenditure, and leaves an audit trail in the event of resale of the collection. Use Excel’s =COUNT and =SUM function to keep track of the size and value of your addiction.
What is not recorded
I do not try to grade the vinyl or cover. This I feel can be better accomplished simply by looking at it at a relevant time, and playgrading. However for some people the grading is an essential, as they like to do swaps and trades, so get into the EX / VG+ stuff.
What you need to help you on your way:
Excel’s essential add-in ASAP Utilities: http://www.asap-utilities.com/ I couldn’t imagine life without Bastien Mensink’s free exquisite set of Excel Add-ins – for cleaning up text, removal of hyperlinks, turning text-numbers into real numbers or proper dates, and all the things ever so rich and clever Microsoft never thought to include.