Page History

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1. If the Holdings record has no Holdings Statement info for volumes, supplements, or indexes:
   1. 1. Create a new item record
      2. Leave the barcode field BLANK (no barcode)
      3. The Material Type field should be set to the same type as the first title in the item (e.g. Book, Map, Microform, etc.)
      4. Type "Bound with" in the Enumeration field of the record.
      5. 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 volume and/or date information in the Holdings Statement, it will be noted in the appropriate Enumeration/ and Chronology of the Item record:
   1. Create the Item record following steps "i" through "iii" above
   2. For Volume or Part statements, add the appropriate volume/part information (from the Holdings Statement) to the Enumeration field, AFTER the "Bound With:" note.
      Examples: If the Holdings Statement says "v.1", we would enter it as "Bound with: v.1"in the Enumeration field.  Other captions would appear the same way, so for a Holdings statement that says "pt.2" the Item Enumeration field would say "Bound with: pt.2", etc.  NOTE: The phrasing can look confusing here, but in these examples, the Enumeration note is showing that the title is a Bound With (noun), and that it is v.1 (or pt.2, etc.). It is NOT meant to show that the title is bound with v.1 (or bound with pt.2, etc., as a verb phrase), because it IS v.1, or pt. 2, etc.
   3. If there are only dates in the Holdings Statement (e.g. 1999 or 1829), they should be entered in the Chronology field of the empty Item record. The "Bound with:" note, including the colon, should still be in the Enumeration field, of empty item record, without anything after it.
   4. If the Holdings Statement has BOTH both volume and date information (e.g. "Bd.6 (1946)"), then the volume information should go after the "Bound with:" note in the Enumeration field (e.g. "Bound with:Bd.6"), and the date would go in the Chronology field, 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 Holdings Statement has Supplement or Index data, these would also transfer to the Enumeration and Chronology fields of the Item record. For example: If there is Holdings statement with "no.1-2", and a Statement for the supplement "1929", the volume caption data would be entered as "Bound with:no.1-2" in the Enumeration field, and the supplement data would appear as, "includes supplement 1929" in the Chronology field.
   1. If the Holding Statement shows dates ONLY, e.g. "1986", and the Statement for Supplements shows "1986:Dec.", the "Bound with:" note still goes in the Enumeration field of the Item record, by itself, and the Chronology field will show as "1986 (includes supplement 1986:Dec.)"
4. If there are multiple Holdings Statements for volumes, supplements and/or indexes, make sure that the data appears correctly in the public catalog, and consult with appropriate staff as applicable.

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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1. We OMIT step of creating "empty" Item Records without barcodes for the second and subsequent titles in a Bound-With designated for the ANNEX: 
   1. After the Bound with item data is entered in the Holdings notes for the second and subsequent titles, and the “parent” record (with the item that contains the barcode) is accessioned at the Annex, Automation staff will receive an email of a report generated by a scheduled job detailing the mismatch of locations between the “parent” and the other holdings with the barcode in the Holdings Note/Bound with Item Data.
   2. Automation staff will use this report to execute a script to flip the Holdings containing the Bound With Item Data to match the “parent” Holdings location, and create the corresponding items (without barcodes) with an enumeration of “Bound with:" or “Filmed with:” If the Bound With Item Data note also contains the enumeration of the volume or reel in which that title is contained, then that is appended to the enumeration of the “empty” item record.  “Empty” items should only be created after the parent holding has been accessioned. Otherwise this causes problems for staff at the Annex.

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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1. We OMIT step of creating "empty" Item Records without barcodes for the second and subsequent titles in a Bound-With designated for the ANNEX: 
2. After the Bound with item data is entered in the Holdings notes for the second and subsequent titles, and the “parent” record (with the item that contains the barcode) is accessioned at the Annex, Automation staff will receive an email of a report generated by a scheduled job detailing the mismatch of locations between the “parent” and the other holdings with the barcode in the Holdings Note/Bound with Item Data.
Automation staff will use this report to execute a script to flip the Holdings containing the Bound With Item Data to match the “parent” Holdings location, and create the corresponding items (without barcodes) with an enumeration of “Bound with:" or “Filmed with:” If the Bound With Item Data note also contains the enumeration of the volume or reel in which that title is contained, then that is appended to the enumeration of the “empty” item record.  “Empty” items should only be created after the parent holding has been accessioned. Otherwise this causes problems for staff at the Annex.

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

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