*** This version of Confluence is for testing only and contains a copy of content from June 29th 2026. No changes will be preserved. ***
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Date of next review: September 20222025
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Individual Processes
A. Transaction data note and Statistical codes
Statistics for individual transactions are recorded in the Administrative note and in Statistical codes (Instance record). The codes in these elements are very similar to those that were used in the MARC 948, but the format to record them is different.
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This means on August 3, 2021, a user in LTS (ploc=physical location) with netid lew235 copy cataloged the title.
For reference, see 948 replacements (Transaction Data) Transaction data notes, Statistical codes, and 948s
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B. Transaction type ("ttype:") codes and definitions
We no longer have the equivalent of 1st indicators that we had in Voyager (explicitly differentiating between Pre-cataloging, Cataloging, and Post-cataloging). We do have the same codes that we used in the 948 $c to indicate the specific transaction. The type of transaction can be inferred from the code.
1. Pre-Cataloging Transactions
Transaction data note (formerly 948, 1st indicator 0)
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r Receiving: receipt of new monographs
2. Cataloging transactions
Transaction data note (formerly 948, 1st indicator 1)
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Note: Count each cataloging transaction when a Holdings record is created, i.e. create a transaction data note for each transaction.
3. Post-Cataloging Transactions Transaction data note (formerly 948, 1st indicator 2)
a Added copy: copy added to existing location
b Recataloging: major editing of a bibliographic record for a previously
cataloged title -- for example, a change in format from book to serial, or a
change from a single volume to a multivolume monographmpost Maintenance: minor post-cataloging updates to records.
Includes pieces added (i.e. added volumes, partial transfers), addition of a uniform title field, and minor updates to bibliographic, holdings and item recordsw Withdrawal: of copy, piece or title -- now recorded in the Holdings record, see Withdrawals, Transfers, and Reinstatements
x Retrospective conversion: records input from CUL catalog cards.
Also includes the addition of holdings to an existing online record
from CUL catalog cardsy Reclass or SH assignment: significant changes made to call number,
or subject headings added
Note: Post-cataloging transactions require only one transaction data note to record the transaction. For example, the operator may make multiple changes in a maintenance transaction (code m) but need add only one note to the record.
4. Statistical Codes (data formerly recorded in 948 $h (Source of acquisition) and $f (Special format)
These codes are the same codes that were used in Voyager, but are selected from a drop-down menu instead.
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C. Macros
Many macros have been created to make the addition of transaction data notes easier for staff, using MacroExpress
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