====== Serials Workflow: Supplement & Index Statements in the Holdings Record ======

***THIS WORKFLOW WILL NOT MIGRATE TO FOLIO***

We have many 952 fields in our holdings records that have information regarding Supplements and/or Indexes:

  * Move supplement or index information regarding specific volumes/issues to a valid MARC holdings field **__ONLY__** if it is not already present in the Item Description
  * Delete any vague or incomplete supplement or index information without review

**Do not use fields 590 or 952 in holdings records. The use of these fields is no longer in practice at UMass.**

**All holdings statements in the 866 field must have indicators 41.**

===== Supplement Statements =====

Only review specific supplement information, with volume, issue or year designations. Delete all vague supplement information in the 952 field without review.

**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 41 for specific volume information expressed in an enumeration 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.

|**Delete these 952 notes**|**Convert these 952 notes (*if not present in Item Description)**|
|Supplements accompany some volumes|867 40 $a Accompanied by Amendment 6|
|Special issues accompany some volumes|867 40 $a 1991-1992 include supplements|
|Includes supplements|867 41 $a v.1-4|
|Includes unnumbered issues|867 41 $a 1981, 1982, 1984|
|Kept up-to-date with annual supplements|867 41 $a Appendices 2-4, 6-8|

Note: There is no need to add a $z public note for “Supplement" because the system automatically supplies these in the public Discovery view.

===== Index Statements =====

Only review specific index information, with volume, issue or year designations. Delete all vague index information in the 952 field without review.

**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 41 for specific volume information expressed in an enumeration 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.

|**Delete these 952 notes**|**Convert these 952 notes (*if not present in Item Description)**|
|Indexes in ten year cumulations issued as a regular no. of the journal|868 41 $a 1979-1988|
|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| 

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]]//