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1. Identify which title is first in the physical volume. For that title:
2. Locate, import, or create a matching Instance record. Edit the Instance with administrative notes and/or statistical codes as applicable, and Save the record.
3. Locate or create a Holdings record with and add the appropriate appropriate Holdings Type, location, and call number* information for that first title. Apply Oversize designation Add any appropriate Holdings Statements for the first title, and/or add Oversize designation for the overall volume, if applicable.
4. In the Holdings Notes section, add a note, with Note type: Note, indicating what the NEXT (second) work is in the volume. Use the format "Bound with: [author name] (if available (last name, first)). Title of resource" (or enough of the title to allow for a reasonable search (see examples 1 and 2 below). NOTE: the Holdings notes should be public. Do NOT check the "staff only" box at the end of the note field.
   1. 1. Save and close the record.
   2. We may also encounter a Bound-with resource whose Holdings note indicates that the title is the first in a volume that has a certain spine title. The term "lettered" is used to note what the spine title is (see examples 3 and 4). This approach is often seen with Rare materials in the database.  When creating new Bound-with records, LTS staff should use approach "a." above (where the Holdings note shows the next title in the sequencefollow step 4 above (as illustrated in the first 2 examples), but staff we should be aware of this second approach for "lettered" resources when maintaining or correcting records.

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Item Record for the first title ("parent" record):/parent title 

1. Create an item record, attached to the Holdings for the first title in the resource, as outlined above.
2. Enter the barcode number in the Barcode field.
3. This single item record will represent the entire physical volume, so be sure to record the proper enumeration and/or chronology for the bound volume (if applicable) in the item record. <--Re-word for clarity? is it referring to the enum/chron of the first title (from the Holdings statement), or if there's enum/chron on the spine of the whole volume (for the "lettered" ones)?

Instance, Holdings, and Item Records for second (and subsequent) titles in a Bound-with resource ("child records")

1. After creating or correcting the "parent" records in the resource as outlined above, identify the subsequent titles in the physical volume. For each title:
2. Locate, import, or create a matching Instance record, adding administrative notes or statistical codes as applicable, and Save.
3. Locate or create the corresponding Holdings record. As with the parent record, 
   1. Add a Note, with Note type: Note, saying "Bound with [Author/title information of the FIRST resource in the volume]" .  
   2. Add a second Holdings Note, but with the Note Type: Bound with item data, and enter the barcode number from the piece the piece in-hand, or from the Item record of the first title in the resource.

Example:

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1. 1. This is the ONLY place the barcode will be recorded for second and subsequent titles in a bound-with resource.
   2. All of the titles AFTER the first (parent) title will have these same 2 Holdings notes: one referring back to the first title in the resource, and one citing the barcode on the piece as Bound-with data.

Example:

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*{Should we have a note somewhere about the Call numbers?  Is that covered in a cataloging procedure?  They should all be the same for the titles in the resource, correct?  unless they're series-class (and the numbers would be different)?  We should {Should we have a note somewhere about the Call numbers?  Is that covered in a cataloging procedure?  They should all be the same for the titles in the resource, correct?  unless they're series-class (and the numbers would be different)?  We should NOT add sequence numbers to the Call numbers, correct?  (even though we may run into them?))

Item Records for second (or subsequent) titles in a

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Bound-with (i.e. "empty" item

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b.  To the holdings record add:

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A note that either identifies the FIRST item in the volume, or notes the position of the title in the volume and the spine title of the volume (as in Step 1b)

3.  If one or more of the subsequent titles in the physical volume are not monographic, single-part materials, additional information may need to be added. For a single serial volume or issue, or a part of a multi-part title bound with other unrelated materials, volume or other identifying information should be recorded with the barcode to indicate which part or parts of the title represented by that holdings record are included in the "bound with" volume. In general, use the same format for that information that has been used in the holdings for the serial or multi-part holdings string. If necessary, a note pertaining to the physical arrangement can be added to the 87X field as well in a $z

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Ex.: 876 ## $3 v.3:no.1 (1855:Jan.) $p 31924084331675
Ex.: $3 score + 3 parts $p 31924084331889 $z Each of the 4 physical pieces (score, violin, viola, violoncello) of the Mendelssohn is hard-bound with its equivalent in the Weber. All pieces stored in one box.

4.  This technique can also be used to link holdings for analyzed portions of serials to the serial record when a separate item record is not required or desired for the monographic records for the analyzed pieces.

5.  For retrospective conversion only: If Cornell has cataloged one or more titles but has not cataloged all titles that have been bound together subsequent to publication in a single physical volume, select the first cataloged title as your primary title (Note: it may not be the first title in the volume), add a holdings record to this instance, and to all the other cataloged titles in the volume, with appropriate ‘bound with’ and "Bound with item data" notes. Ignore all the uncataloged titles in the volume. In addition, add the following staff note in the holdings record for the primary title:

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However, if Cornell has not cataloged any titles that have been bound together subsequent to publication in a single physical volume, create a instance and holdings record for the first title in the volume. Add the following staff note in the holdings:

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1.  Identify which title is first on the microfilm reel from the 533 note in the bibliographic record(s), [the 843 $n or 852 $z note in the Mfhd record(s)], or from a call number search. If it is not clear which is the first title on the reel, choose one of the titles as the"primary" title. For that title:

1. Create an item record, if one is not already attached to the proper Holdings. Since this single item record will represent the entire physical reel, be sure to record the proper enumeration and chronology for the reel (if applicable) in the item record.

2.  Identify the other titles on the microfilm reel. For each title:

a.  Do not create item records. Delete (or relink) any that are already attached to target Mfhd records.
b.  To the holdings record add:

• An 87X field with a $p [barcode of first title item record]; normally, 876 (for a basic bibliographic unit) would be used, but 877or 878 should be used if the material is a supplement or index.

• Ex.: 876 ## $p 31924084331184

3.  If one or more of the subsequent titles on the microfilm reel are not monographic, single-part materials, additional information may need to be added to the 87X information. For a single serial volume or issue, or a part of a multi-part title filmed with other unrelated materials, volume information should be recorded in the 87X $3 to indicate which part or parts of the title represented by that holdings record are included on the "filmed with" reel. In general, use the same format for the $3 information that has been used in the holdings for the serial or multi-part holdings string. If necessary, a note pertaining to the filmed arrangement can be added to the 87X field in a$z.

Ex.: 876 ## $3 v.3:no.1 (1855:Jan.) $p 31924084331675
Ex.: 876 ## $3 score + 3 parts $p 31924084331889 $z Each of the 4 pieces (score, violin, viola, violoncello) of the Mendelssohn have been filmed with its equivalent in the Weber.  

4. For retrospective conversion only: If Cornell has cataloged one or more titles (but has also not cataloged one or more titles) that have been filmed together in a single physical reel, select the first cataloged title as your primary title (Note: it may not be the first volume on the reel), add a MFHD to this, and to all the other cataloged titles in the volume, with appropriate ‘bound with’ notes and 876s. Ignore all the uncataloged titles on the reel. In addition, add the following staff note in the MFHD for the primary title:

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

However, if Cornell has not cataloged any titles that have been filmed together on a single physical reel, create a bib record and MFHD for the first title in the volume. Add the following staff note in the MFHD:

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

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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 Bound with Item Data in the Holdings note contains the same or similar data as the Holdings Statement, use the information in the Bound With Item Data note 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.

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records)

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 resource (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 Bound with Item Data in the Holdings note contains the same or similar data as the Holdings Statement, use the information in the Bound With Item Data note 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.

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.

a.  Create an "empty" item record (no barcode). See below for more information about what to record or not record in these items.

b.  To the holdings record add:

• A note that either identifies the FIRST item in the volume, or notes the position of the title in the volume and the spine title of the volume (as in Step 1b)

• 
  

   

3.  If one or more of the subsequent titles in the physical volume are not monographic, single-part materials, additional information may need to be added. For a single serial volume or issue, or a part of a multi-part title bound with other unrelated materials, volume or other identifying information should be recorded with the barcode to indicate which part or parts of the title represented by that holdings record are included in the "bound with" volume. In general, use the same format for that information that has been used in the holdings for the serial or multi-part holdings string. If necessary, a note pertaining to the physical arrangement can be added to the 87X field as well in a $z

Image Added

Ex.: 876 ## $3 v.3:no.1 (1855:Jan.) $p 31924084331675
Ex.: $3 score + 3 parts $p 31924084331889 $z Each of the 4 physical pieces (score, violin, viola, violoncello) of the Mendelssohn is hard-bound with its equivalent in the Weber. All pieces stored in one box.

4.  This technique can also be used to link holdings for analyzed portions of serials to the serial record when a separate item record is not required or desired for the monographic records for the analyzed pieces.

5.  For retrospective conversion only: If Cornell has cataloged one or more titles but has not cataloged all titles that have been bound together subsequent to publication in a single physical volume, select the first cataloged title as your primary title (Note: it may not be the first title in the volume), add a holdings record to this instance, and to all the other cataloged titles in the volume, with appropriate ‘bound with’ and "Bound with item data" notes. Ignore all the uncataloged titles in the volume. In addition, add the following staff note in the holdings record for the primary title:

Image Added

However, if Cornell has not cataloged any titles that have been bound together subsequent to publication in a single physical volume, create a instance and holdings record for the first title in the volume. Add the following staff note in the holdings:

Image Added

...

1.  Identify which title is first on the microfilm reel from the 533 note in the bibliographic record(s), [the 843 $n or 852 $z note in the Mfhd record(s)], or from a call number search. If it is not clear which is the first title on the reel, choose one of the titles as the"primary" title. For that title:

1. Create an item record, if one is not already attached to the proper Holdings. Since this single item record will represent the entire physical reel, be sure to record the proper enumeration and chronology for the reel (if applicable) in the item record.

2.  Identify the other titles on the microfilm reel. For each title:

a.  Do not create item records. Delete (or relink) any that are already attached to target Mfhd records.
b.  To the holdings record add:

• An 87X field with a $p [barcode of first title item record]; normally, 876 (for a basic bibliographic unit) would be used, but 877or 878 should be used if the material is a supplement or index.

• Ex.: 876 ## $p 31924084331184

3.  If one or more of the subsequent titles on the microfilm reel are not monographic, single-part materials, additional information may need to be added to the 87X information. For a single serial volume or issue, or a part of a multi-part title filmed with other unrelated materials, volume information should be recorded in the 87X $3 to indicate which part or parts of the title represented by that holdings record are included on the "filmed with" reel. In general, use the same format for the $3 information that has been used in the holdings for the serial or multi-part holdings string. If necessary, a note pertaining to the filmed arrangement can be added to the 87X field in a$z.

Ex.: 876 ## $3 v.3:no.1 (1855:Jan.) $p 31924084331675
Ex.: 876 ## $3 score + 3 parts $p 31924084331889 $z Each of the 4 pieces (score, violin, viola, violoncello) of the Mendelssohn have been filmed with its equivalent in the Weber.  

4. For retrospective conversion only: If Cornell has cataloged one or more titles (but has also not cataloged one or more titles) that have been filmed together in a single physical reel, select the first cataloged title as your primary title (Note: it may not be the first volume on the reel), add a MFHD to this, and to all the other cataloged titles in the volume, with appropriate ‘bound with’ notes and 876s. Ignore all the uncataloged titles on the reel. In addition, add the following staff note in the MFHD for the primary title:

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

However, if Cornell has not cataloged any titles that have been filmed together on a single physical reel, create a bib record and MFHD for the first title in the volume. Add the following staff note in the MFHD:

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

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Empty item record creation

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