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  1. Check the Holdings Statement to make sure you have all available volumes of the work
    • If volumes are charged, follow the procedures for charged volumes below
    • If you do not have all available items, check the stacks for missing volumes
    • If you cannot locate items in the stacks (and they are not charged), follow the procedures for missing volumes below.  
  2. Follow the instructions for FOLIO updates for the Instance record (most likely a post-cataloging transaction, using the ,,mc macro)
    If volumes are gifts of varying different individuals, note this in the MARC record as shown above, adding the volumes donated by each individual
    Example: 541__Rare Annex copy 1: Gift of Andrew Dickson White (v.1-2); Gift of Henry Sage. (v.3-4).
  3. Follow the instructions for FOLIO updates for the holdings record
    If volumes are bound in different materials, note this by listing the materials separately
    Example:$z  v.1-2,4 bound in library buckram; v.3,5-6 bound in 1/2 leather over marbled boards, spine gilt.
  4. Open and update the item records for each individual volume of the workas shown in the instructions above.

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B. Bound-With

  1. Open the records for all included titles by performing a call # search, or by searching the Item barcode in a "Holdings Notes" search.
  2. Follow the instructions for Voyager FOLIO updates for each bibliographic record Instance and holdings Holdings record.
  3. Follow the Bound with Procedure (#132) for Voyager FOLIO updates for the holdings records
  4. Update the Permanent Location and Loan Type fields in the single item record that represents all of the bound parts.

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C. Charged or Missing Volumes

  1. Follow the instructions for Voyager FOLIO updates for the bibliographic Instance record
  2. Update the holdings record. Add $x "v.# charged or $x v.# missing at the end of the 852 (after after the transfer note).
  3. If there is an item record, update the record for any volumes which you have
  4. For volumes which are missing or charged, do not change item record fields. Instead,
    • Open the Item Status window and add Cataloging Review
    • Open the Pen Notes window and add note Return to DBQ for R2, date, initials
    • Add the note v.# missing for R2 before above statement if volume is missing
  5. When the book is returned, remove the notes in the item status and note windows.

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