Page History

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1. Enter the barcode number in the Barcode field.
2. This single item record will represent the entire physical piece, 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 <Discussed w. Pam, confirm w. CWM Will also take census of call number variations among BW materials. 

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

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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 first title, or "parent" record.  (if the part is a serial issue or part of a multi-volume, see also steps 5 and 6 below).   Question sent to Cammie RE: copy numbers, e.g. Bib 1884434
   2. Copy numbers: if the second (or subsequent) title in a bound-with happens to be an added copy (e.g. c.2, or c.4, etc.), it is NOT necessary to apply a copy number, unless the first title were also an added copy. (?) 
   3. As with the first title, assign an Oversize designation based on the overall physical resource, not on any of the parts. (As with the first title, assign an Oversize designation based on the overall physical resource, not on any of the parts. (see below for additional Oversize considerations rules for serial issues and volumes).
   4. Add a Holdings Note, with Note type: Note, saying "Bound with: [Author/title of the FIRST resource in the volume]".  This note should be public/not staff-only.
   5. 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 note should also be public/not staff-only. 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 their Item records (see below). 
   6. All of the titles/parts AFTER the first (parent) title should have some variation of the 2 Holdings notes in steps c. and d. above: 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".  There may also be other Holdings notes present (e.g. provenance or collection info), but the above 2 Holdings notes are essential to the accessibility of the resource.
      1. For bound-with items that were processed with the alternate scheme described above, 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. Sometimes the call numbers of the individual parts will also have numbers denoting their position in the resource, similar to series-class call numbers. (give example?).

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

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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.

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

1. After the Holdings notes with the fields are created for the bound with holdings and the “parent” record with the item that contains the barcode is accessioned at the Annex, Batch Processing staff will receive an email of a report generated by a weekday- scheduled cron job detailing the mismatch of locations between the “parent” and the other holdings with the 876 barcode.
2. Batch Processing staff will use this report to execute a script to flip the holdings with the 876 field to the “parent” MFHD’s location and create item without barcodes (“empty”) with an enumeration of “Bound with" or “Filmed with.” If the 876 field has a subfield 3 with 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.

Ex. Boundwith:v.4-8

(also: take census of call number variations among BW materials?)

Note: “Empty” items should only be created after the parent holding has been accessioned. Otherwise this causes problems for staff at the Annex. - NO LONGER TRUE.  Empty Item records are fine to create before sending to Annex, as long as Holdings notes / bound-with data is accurate.  (May have been true under Barb? but now, Cammie says it's much better to have them for patron requests, as it won't direct them to "Ask a Librarian".  It will go directly to a staff member who can track the item down and figure out if something is incorrect in the records. 

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*Create separate document RE: partially analyzed serials, park it elsewhere, per Laura's suggestion.

b.  In the case of a partially analyzed serial, use the enumeration from the piece itself, when appropriate (Is this reflected in one of the original examples below?  Numbering gets very confusing very quickly (see also bib 444353).

(7/22) Different "types" of bound-with: (should we add sections for these in detail, and then further sub-divide the procedure accordingly, or just reference for now?)

1. Partially analyzed serials (especially of the Mann type: all barcodes on serial record.  see bib 117988 for an example)
2. One or more of the final "previous title" (780) serial issues being bound with "succeeding title" (785) issues across a Serial title-change.
3. Series analytics (see bib 2216393 for example)?

Annex Exception for creating Item Records Without Barcodes for Bound With and Filmed With materials:

LTS Staff should 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 at the Annex. Otherwise this causes problems for staff there.

LTS Staff should 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 at the Annex. Otherwise this causes problems for staff there.

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.

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

1. After the Holdings notes with the fields are created for the bound with holdings and the “parent” record with the item that contains the barcode is accessioned at the Annex, Batch Processing staff will receive an email of a report generated by a weekday- scheduled cron job detailing the mismatch of locations between the “parent” and the other holdings with the 876 barcode.
2. Batch Processing staff will use this report to execute a script to flip the holdings with the 876 field to the “parent” MFHD’s location and create item without barcodes (“empty”) with an enumeration of “Bound with" or “Filmed with.” If the 876 field has a subfield 3 with 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.

Ex. Boundwith:v.4-8

Note: “Empty” items should only be created after the parent holding has been accessioned. Otherwise this causes problems for staff at the Annex. - NO LONGER TRUE.  Empty Item records are fine to send, as long as Holdings notes / bound-with data is accurate.

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*Create separate document RE: partially analyzed serials, park it elsewhere, per Laura's suggestion.

b.  In the case of a partially analyzed serial, use the enumeration from the piece itself, when appropriate (Is this reflected in one of the original examples below?  Numbering gets very confusing very quickly (see also bib 444353).

(7/22) Different "types" of bound-with: (should we add sections for these in detail, and then further sub-divide the procedure accordingly, or just reference for now?)

1. Partially analyzed serials (especially of the Mann type: all barcodes on serial record.  see bib 117988 for an example)
2. One or more of the final "previous title" (780) serial issues being bound with "succeeding title" (785) issues across a Serial title-change.
Series analytics (see bib 2216393 for example)?

Drafts for the separate page of examples:

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