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Scope: This procedure addresses the creation or revision of appropriate Holdings and Item records for materials where two or more works, issued independently, were later bound, filmed, or housed together in a single unit (e.g. in a volume, on a single microfilm reel, etc.). The works may be related by publisher, theme, genre, or other elements, or they may simply contain a variety of works reflecting the choices of the compiler.  See cataloging rules for bibliographic description of such works. (<--where would this be? Link? clarify? delete?). Each of the titles will have a separate instance record, but the physical piece will have 1 barcode, so it is crucial that the Bound-with information be entered accurately to link the titles to a single Item recordthe item record associated with that barcode, so staff and patrons can locate the correct resource.  It is recommended that only experienced catalogers or Database Quality staff work with "bound-with" materials, unless appropriate training can be arranged.

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  1. Locate, import, or create a matching Instance record. Edit the Instance with administrative notes and statistical codes as appropriate.
  2. Locate or create a Holdings record with the appropriate Holdings Type, location, and call number information for that first title. 
    1. In the Holdings Notes section, add a note, with Note type: Note, indicating one of the following, as appropriate (question) :
      1. The NEXT (second) title in the volume, using the format "Bound with: author name if available (last/first). Title of resource (or enough of the title to allow for a reasonable search.  (see examples 1 and 2)
      2. Alternatively, the Holdings note can indicate that the title is the first in a volume that has a certain spine title. We use the term "lettered" to note what the spine title is (see examples 3 and 4). (What determines this? Do we prefer option 1? "no. 1 in volume lettered:" seems to be mostly RMC?  Are there guidelines/scenarios where one is preferable?  If option 1, then will revise option 2 as more of an FYI, since people may still encounter them? See also partially analyzed serials below) - will indicate preference for option 1, and reference the other option as something staff may encounter.
    2. NOTE: In both of the above cases, the Holdings notes should be public. Do NOT check the "staff only" box at the end of the note field.

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(To add/revise?: more explanation/examples of partially analyzed serials? Not because we still do them, but because it's a type of bound-with that we may encounter, and I'm not sure if they're explained elsewhere? )

*Create separate document RE: partially analyzed serials, park it elsewhere.

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  • Or, notes the position of the title in the volume and the spine title of the volume. In the case of a partially analyzed serial, use the enumeration from the piece itself, when appropriate (Is this reflected in one of the original examples below?  Numbering gets very confusing very quickly (see also bib 444353).

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item record, if one is not already attached to the proper holdings screen. Since this single item record will represent the entire physical volume, be sure to record the proper enumeration and chronology for the bound volume (if applicable) in the item record.

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Ex.: 852 ... $x Other titles on physical reel will not be cataloged.

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Item Record Creation for second (or subsequent) titles in a Bound With (i.e. "empty" item records)

  1. If the Holdings record has no Holdings Statement for volumes, supplements, or indexes:
    1. For books or serial parts, create an item record:
      1. Leave the barcode field BLANK (no barcode)
      2. The Material Type field should be set to the same type as the first title in the item (e.g. Book, Serial, Map, Microform, etc.)
      3. Type "Bound with" in the Enumeration field of the record.
      4. If the item is part of a microfilm, microfiche, microcard, or some other film type, type "Filmed with" in the Enumeration field of the item record. 
  2. If the Holdings record has Enumeration or Chronology information has a single 866 field with enum and/or chron data, that data has to be transferred over to the enum and/or chron portion of the empty item record accordingly.
    Example: If the 866 field had some form of enumeration, such as v.1 or pt.2, that data would be placed in the enum section behind the note "Bound with: v.1" or "Bound with: pt.2". If there is only chronology data, such as 1999 or 1829, that data would be placed in the chron section of the empty item record. The "Bound with:" note, including the colon, is still placed in the enum section of empty item record. If the 866 field has both enumeration and chronology data, such as Bd.6 (1946), then the enumeration portion is placed behind the note "Bound with:Bd.6" in the enum section and the chronology portion is placed in chron section, without the parentheses.
    NOTE: If the 876 field has a subfield 3 with the same or similar data as the 866 field, use the data in the 876 subfield 3 when creating the empty item record.
  3. If the MFHD has an 866 field and a 867/868 field, with data representing a supplement and/or index, that data would be included in the enum or chron section accordingly.
    Example: If there was an 866 field with data such as no.1-2 and a 867 field with 1929, the enumeration data would go behind note "Bound with:no.1-2" and the supplement data would be placed in the chron section as such, "includes supplement 1929". If the 866 field only had chronology data such as 1986 and the 867 had supplement data such as 1986:Dec., the "Bound with:" note is still placed in the enum section of the empty records and the chronology data placed in the chron section of the empty item record in this format: 1986 (includes supplement 1986:Dec.)
  4. If the MFHD has multiple 86X fields, please consult Peter DelaCuadra prior to creating the empty item record, as the array of data may not fit within the parameters of the spacing in the enum/chron section of the empty item record.

Empty item record creation

  1. If the MFHD has no 86X fields and there is no subfield 3 in the 876 field, create an empty item record, (no barcode), and only place "Bound with" in the enum portion of the empty item record if MFHD is a serial or a book. If the item is in a form of microfilm, microfiche, microcard, or some other form of film type, place "Filmed with" in the enum portion of the empty item record. The item type should be same as the parent 876 field barcode.
  2. If the MFHD has a single 866 field with enum and/or chron data, that data has to be transferred over to the enum and/or chron portion of the empty item record accordingly.
    Example: If the 866 field had some form of enumeration, such as v.1 or pt.2, that data would be placed in the enum section behind the note "Bound with: v.1" or "Bound with: pt.2". If there is only chronology data, such as 1999 or 1829, that data would be placed in the chron section of the empty item record. The "Bound with:" note, including the colon, is still placed in the enum section of empty item record. If the 866 field has both enumeration and chronology data, such as Bd.6 (1946), then the enumeration portion is placed behind the note "Bound with:Bd.6" in the enum section and the chronology portion is placed in chron section, without the parentheses.
    NOTE: If the 876 field has a subfield 3 with the same or similar data as the 866 field, use the data in the 876 subfield 3 when creating the empty item record.
  3. If the MFHD has an 866 field and a 867/868 field, with data representing a supplement and/or index, that data would be included in the enum or chron section accordingly.
    Example: If there was an 866 field with data such as no.1-2 and a 867 field with 1929, the enumeration data would go behind note "Bound with:no.1-2" and the supplement data would be placed in the chron section as such, "includes supplement 1929". If the 866 field only had chronology data such as 1986 and the 867 had supplement data such as 1986:Dec., the "Bound with:" note is still placed in the enum section of the empty records and the chronology data placed in the chron section of the empty item record in this format: 1986 (includes supplement 1986:Dec.)
  4. If the MFHD has multiple 86X fields, please consult Peter DelaCuadra prior to creating the empty item record, as the array of data may not fit within the parameters of the spacing in the enum/chron section of the empty item record.


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Item Records Without Barcodes for Bound With and Filmed With at the Annex

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