Page History

...

1. Locate, import, or create a matching Instance record.
   1. Edit the Instance with administrative notes and/or statistical codes as applicableappropriate to the transaction (inputting, maintenance, etc.).
   2. Save and close the Instance record.
2. Locate or create a Holdings record and add the appropriate Holdings Type, location, and call number* information for that first title.
   1. Make sure If the first title is part of a multi-volume or serial, make sure it is represented in any the Holdings Statements, if applicable  (see below for more on Holdings Statements, Enumerations, etc.)
   2.  Add Oversize designation for the dimensions of the overall volume , if applicable.covers, even if the first part is smaller than the outer cover, and would not be oversize on its own. (**See also special cases below) What if it starts with a v.1 that is not oversize by itself, but is inside Oversize covers, AND we also have v. 2-4, which are not oversize?  Would they all be shelved in Oversize?  Or would there be a Holdings note for v.1 saying it's shelved in Oversize?  Would there be a separate Holdings for v.1 (Oversize), and for v. 2-4 (non Oversize)?
   3. In the In the Holdings Notes section, add a note, with Note type: Note, identifying the NEXT (second) part in the piece. 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.
   4. Save and close the record.
3. Alternate Approach: 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.

*{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/parts in the resource (unless they're series-class, and the numbers at the end  would be different)?, and call number is for first part, and applies to all later parts, correct?  -Separate Holdings for single issues/volumes of a serial/multi-part/serial, vol. so it would share the same (main/first) call #?  (unless they're series-class, and the numbers at the end  would be different)?  We should NOT add sequence numbers to the Call numbers, correct?  (even though we may run into them?)) See also section below (Child records).

...