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1. Locate or create a matching Instance record, adding any statistical codes or administrative notes as appropriate.  Save the Instance.
2. Locate or create a Holdings record for the Instance, adding the Holdings Type, location, and call number information for the first title. This will be the same call number used for all records associated with the Bound-With.
   1. If the first title is part of a multi-volume or serial, make sure it is represented in the Holdings Statement (see also items 5 and 6 below for titles needing Holdings Statements, Enumerations, etc.)
   2. Add Oversize designation according to the dimensions of the overall volume, even if the first part is smaller than the outer cover, and would not itself be oversize. (See also Oversize section below) 
   3. Add a Holdings Note, with Note type: Note, identifying the NEXT (second) part/title in the resource. Use the following format: Bound with: author name (last,first). Title of second part (e.g. Bound with: Arroyo, Pedro. The Joy of Hoarding).  If the title is excessively long, enter enough of it to allow for a reasonable search (see examples). NOTE: this Holdings note should be PUBLIC. Do NOT check the "staff only" box at the end of the field.
   4. Save and close the Holdings record.
3. Alternate Approach: If a Bound-With resource has a spine title (often a series name or overarching subject), staff may also enter a public Holdings note indicating that the title is the first in a volume "lettered" with that spine title (see examples 3 and 4 below). This approach is most often seen with Rare materials in the databasemay add another descriptive element for patrons, and the call numbers often show their position in the Bound-With resource, similar to a series-class call number (e.g.  often seen instead of the above approach.  When creating new records for Bound-withs, LTS staff should follow step 1A above (as illustrated in the first 2 examples), but we should be aware of this second approach for "lettered" resources when 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.
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). 
   2. Copy numbers: if the second (or subsequent) title in a bound-with is an additional copy copy of a book we already hold, it is do NOT necessary to apply a copy number, unless the first title is also an added copy. (?) .  It will adopt only the copy number of the FIRST title, if applicable.
   3. 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 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, with Note Type: Bound with item data, and enter the barcode number from the bound-with resource (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 d. and e. 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 in section 1.A.d 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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A. Call Numbers: All parts in the bound-with share the same call number, so if any of the second/subsequent titles belongs to a serial, AND we hold other issues of that serial (not in bound-with formats), then those issues in the bound-with need a separate Holdings on the serial record, as they will have a different call number than issues we might hold   

B. Holdings Notes:

A.  If the second or subsequent part of a bound-with resource is part of a serial or multi-volume set, add that part's volume/issue number (or other identifying information) with the barcode in the Holdings Note (with note type "Bound With Item Data", as outlined in Section 3.A.2.d above).  This is to show which part or parts of the title represented by that holdings record are included in the "bound with" resource. 

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