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  1. Locate, import, or create a matching Instance record. Edit the Instance with administrative notes and/or statistical codes as applicable, and Save the record.
  2. Locate or create a Holdings record and add the appropriate Holdings Type, location, and call number* information for that first title. Add any appropriate Holdings Statements for the first titleMake sure the first title is represented in any Holdings Statements, and/or add Oversize designation for the overall volume, if applicable.
  3. 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. Save and close the record.
    1. 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 follow step 4 above (as illustrated in the first 2 examples), but we should be aware of this second approach for "lettered" resources when maintaining or correcting records.

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  1. Locate, import, or create a matching Instance record, adding administrative notes or statistical codes as applicable, and Save.
    1. Locate or create the corresponding Holdings record. As with the parent record, Does the call number have to be the same as the first title/holdings? and no sequence numbers? (see above note)
    2. Add a Note, with Note type: Note, saying "Bound with [Author/title information of the FIRST resource in the volume]".  
    3. Add a second Holdings Note, but with the Note Type: Bound with item data, and enter the barcode number from the piece in-hand, or from the Item record of the first title in the resource. This is the ONLY place the barcode will be recorded for second and subsequent titles in a bound-with resource.
    4. All of the titles AFTER the first (parent) title will have some version of these 2 Holdings notes (among any other notes specific to that title): one referring back to the FIRST title in the resource, and one citing the barcode on the piece as Bound-with data.
      1. For bound-with items that were processed with the alternate scheme, second or subsequent titles in the resource will simply follow the sequence in which the title appears, e.g. "no. 3 in a volume lettered...", or "no. 4", etc.

Example:

Additional guidelines for Holdings Statements and Enumeration/Chronology:

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