Page History

...

Items 1 through 4 of the following instructions primarily cover the creation or maintenance of records associated with the most basic type of Bound-with resource, where each internal part is a single-part, printed monograph.  Items 5 and 6 cover cases where the parts in a bound-with are either issues of a serial, or volumes in a multi-volume monograph.  LTS staff may also encounter other types of bound-with resources, however, such as Partially analyzed serials (no longer created, per LTS policy, but still maintained), and Serial title-changes (+ other types? bold words can be links, either to content further down in the procedure, or in a separate document?). 

...

1. Locate or create a Holdings record and add the appropriate Holdings Type, location, and call number* information for that first title.
   1. If the first title is part of a multi-volume or serial, make sure it is represented in the Holdings Statement of the appropriate record (see also items 5 and 6 below for more on Holdings Statements, Enumerations, etc.)
   2.  Add Oversize designation for the dimensions of the overall volume covers, even if the first part is smaller than the outer cover, and would not be oversize itself. (**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 Holdings Notes section, add a note, with Note type: Note, identifying the NEXT (second) part/title in the resource. Use the format "Bound with: [author name (last,first)]. Title of second part".  If the title is excessively long, enter enough of it to allow for a reasonable search (see examples below). NOTE: this Holdings note should be PUBLIC. Do NOT check the "staff only" box at the end of the note field.
   4. Save and close the Holdings record.
2. Alternate Approaches: 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 records for Bound-with recordswiths, LTS staff should follow step 4 1A 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-vol. so it would share the same (main/first) call #?    We should NOT add sequence numbers to the Call numbers, correct?  (even though we may run into them?)) See also section below (Child records).

...

1. Enter the barcode number in the Barcode field.
2. This single item record will represent the entire physical volumepiece, so be sure to record the proper enumeration and/or chronology for the bound volume in the item record ONLY if it appears on the spine, or on a title page referring to the ENTIRE bound-with resource. If the first part/title IS ITSELF an individual volume or issue of a serial or multi-volume (but the overall resource lacks spine or t.p. enumeration), the parent enumeration field will be left BLANK (see also sections 5 and 6 below). <Discussed w. Pam, confirm w. CWM  Will also take census of call number variations among BW materials.

...

1. Locate, import, or create a matching Instance record, adding administrative notes or statistical codes as applicable, and Save.
2. For Single-part monographs, locate or create the corresponding Holdings record:
   1. Make sure the call number is the same as that of the parent record.  (if the part is a serial issue, a separate Serial Holdings may need to be created for the issue contained in the bound-with, as it will have a different call number than the other issues. see also steps 5 and 6 below).
   2. As with the first title, assign an Oversize designation based on the physical resource, even if this As with the first title, assign an Oversize designation based on the physical resource, even if the second (or subsequent) part(s) in the resource are smaller than Oversize. 
   3. Add a Holdings Note, with Note type: Note, saying "Bound with: [Author/title information of the FIRST resource in the volume]".  
   4. Add another Holdings Note, but with Note Type: Bound with item data, and enter the barcode number from the piece in-hand (or copied 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/parts in a bound-with resource.  It will NOT be recorded in its Item record (see below). 
   5. All of the titles/parts AFTER the first (parent) title should have some version of the 2 Holdings notes in steps c. and d. above (among any other notes specific to that title): one note referring back to the FIRST author & title in the resource, and one note citing the barcode on the piece as "Bound with item data".
      1. For bound-with items that were processed with the alternate scheme, second or subsequent titles in the resource will resource will simply follow the sequence in which the title appears, e.g. "no. 3 in a volume lettered...", or "no. 4", etc.

Examples:

1. Image Removed
2. Image Removed

1. 1. 1. Sometimes the call numbers of the individual parts will also have numbers denoting their position in the resource, but new Bound-with records should not follow this convention. (give example?).

Examples:

1. Image Added
2. Image Added

4.  Item Records for second (4.  Item Records for second (or subsequent) titles in a Bound-with (i.e. "empty" item records)

...

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. < From the original procedure.  Does it need fleshing out?  Examples? Has it changed?  It seems like Partially Analyzed Serials DO get empty item records for the monographic records?  See Instance 1117089 (lacking "also cataloged as part..." note) as it relates to Instance Instance 2013888, but there are also many counterexamples.  Would this be where we might insert a link to partially analyzed serial explanation page?  See also below notes.  

...

Drafts for the separate page of examples:

I. Serial Title Changes:

Many CUL serials are bound together in large collected volumes.  When a serial changes its title, a new bibliographic record is made/imported for the new (succeeding) title (see also 780/785 fields MARC), and all issues published under that title are assigned to the Holdings record of the new (succeeding) title.  Frequently, however, the final issue(s) published under the previous title have been bound together with the first issues of the new title.  The same serial may change its title several times, and each Holdings may have a parent and/or a child Item record attached to it, indicating that issues of the previous titles were bound with issues of the succeeding titles.

...

3.  Vista Volunteer (Instance 1334443):

II. Partially Analyzed Serials:

Another type of resource that uses Holdings notes with "Bound-with Item Data" is a partially analyzed serial.  LTS no longer creates records for partially analyzed serials, but LTS staff should be familiar with they've been processed, as maintenance issues may arise.  Partially analyzed serials may not strictly be bound-with (in that multiple physical parts are bound together), but the records share many properties with physically-bound-with material.

When a serial has issues with their own distinctive title, libraries