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serials_workflow_supplement_index_statements [2020/07/28 14:44] annk [Serials Workflow: Supplement & Index Statements in the Holdings Record] |
serials_workflow_supplement_index_statements [2022/02/15 14:55] annk |
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====== Serials Workflow: Supplement & Index Statements in the Holdings Record ====== | ====== Serials Workflow: Supplement & Index Statements in the Holdings Record ====== | ||
- | //Revised July 2020// | + | ***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO*** |
We have many 952 fields in our holdings records that have information regarding Supplements and/or Indexes: | We have many 952 fields in our holdings records that have information regarding Supplements and/or Indexes: | ||
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===== Supplement Statements ===== | ===== Supplement Statements ===== | ||
- | - In the holdings record, review the 866 field. Be sure it has indicators 41. | + | Only review specific supplement information, with volume, issue or year designations. Delete all vague supplement information in the 952 field without review. |
- | - Next, review field 952 and check against the item records. If Supplement information is already expressed in the Item Description field, delete the 952 and save. If Supplement information is not expressed in the Item Description, proceed as below. | + | |
- | - In the holdings record, Supplement information goes into an 867 field. | + | **Supplement information expressed in Item Description** |
+ | |||
+ | - Review the field 952 in the holdings record and briefly check against the item records. | ||
+ | - If supplement information is already expressed in the Item Description field (Suppl. or + Suppl.), delete the 952 supplement statement. | ||
+ | - Save the record. | ||
+ | - Go to the bib record in Aleph and copy the OCLC number. | ||
+ | - Open Connexion. Verify and export the bib to update the record in Aleph. | ||
+ | |||
+ | |||
+ | **Supplement information not expressed in the Item Description** | ||
+ | |||
+ | - In the holdings record, supplement information goes into an 867 field. | ||
- Use indicators 40 for non-standard notation of the field, generally for statements written as a sentence. | - Use indicators 40 for non-standard notation of the field, generally for statements written as a sentence. | ||
- Use indicators 41 for specific volume information expressed in an enumeration statement. | - Use indicators 41 for specific volume information expressed in an enumeration statement. | ||
- | - Delete any non-specific supplement statements in the 952 field. | ||
- Save the record. | - Save the record. | ||
- Go to the bib record in Aleph and copy the OCLC number. | - Go to the bib record in Aleph and copy the OCLC number. | ||
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|Includes unnumbered issues|867 41 $a 1981, 1982, 1984| | |Includes unnumbered issues|867 41 $a 1981, 1982, 1984| | ||
|Kept up-to-date with annual supplements|867 41 $a Appendices 2-4, 6-8| | |Kept up-to-date with annual supplements|867 41 $a Appendices 2-4, 6-8| | ||
- | |||
- | *Only include a field 867 in the holdings record if this information is not present in the Item Description information, or if it is deemed useful to the patron. | ||
Note: There is no need to add a $z public note for “Supplement" because the system automatically supplies these in the public Discovery view. | Note: There is no need to add a $z public note for “Supplement" because the system automatically supplies these in the public Discovery view. | ||
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===== Index Statements ===== | ===== Index Statements ===== | ||
- | - In the holdings record, review the 866 field. Be sure it has indicators 41. | + | Only review specific index information, with volume, issue or year designations. Delete all vague index information in the 952 field without review. |
- | - Next, review field 952 and check against the item records. If Index information is already expressed in the Item Description field, delete the 952. If Index information is not expressed in the Item Description, proceed as below. | + | |
- | - In the holdings record, Index information goes into an 868 field. | + | **Index information expressed in Item Description** |
+ | |||
+ | - Review the field 952 in the holdings record and briefly check against the item records. | ||
+ | - If index information is already expressed in the Item Description field (Index or + Index), delete the 952 index statement. | ||
+ | - Save the record. | ||
+ | - Go to the bib record in Aleph and copy the OCLC number. | ||
+ | - Open Connexion. Verify and export the bib to update the record in Aleph. | ||
+ | |||
+ | **Index information not expressed in the Item Description** | ||
+ | |||
+ | - In the holdings record, index information goes into an 868 field. | ||
- Use indicators 40 for non-standard notation of the field, generally for statements written as a sentence. | - Use indicators 40 for non-standard notation of the field, generally for statements written as a sentence. | ||
- Use indicators 41 for specific volume information expressed in an enumeration statement. | - Use indicators 41 for specific volume information expressed in an enumeration statement. | ||
- | - Delete any non-specific index statements in the 952 field. | ||
- Save the record. | - Save the record. | ||
- Go to the bib record in Aleph and copy the OCLC number. | - Go to the bib record in Aleph and copy the OCLC number. | ||
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|Indexes accompany some volumes|868 41 $a 1 (1980)-50 (1991) 51 (1991)-94 (1994)| | |Indexes accompany some volumes|868 41 $a 1 (1980)-50 (1991) 51 (1991)-94 (1994)| | ||
|Includes index to no. 1 (1982)-36 (1991) under its earlier title|868 41 $a 1(1979)-50(1997) $z bound in v.59-60| | |Includes index to no. 1 (1982)-36 (1991) under its earlier title|868 41 $a 1(1979)-50(1997) $z bound in v.59-60| | ||
- | |||
- | *Only include a field 868 in the holdings record if this information is not present in the Item Description information, or if it is deemed useful to the patron. | ||
Note: There is no need to add a $z public note for “Index” because the system automatically supplies these in the public Discovery view. | Note: There is no need to add a $z public note for “Index” because the system automatically supplies these in the public Discovery view. | ||
--- //[[annk@umass.edu|Contact: Ann Kardos]]// | --- //[[annk@umass.edu|Contact: Ann Kardos]]// |