Differences

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--- cross-linking_bound-withs_title_changes_and_ser_anals [2011/06/29 20:16]
ldegozzaldi
+++ cross-linking_bound-withs_title_changes_and_ser_anals [2021/05/10 19:11]
annk
@@ Line 1: / Line 1: @@
+====== DO NOT USE THESE INSTRUCTIONS ======
+Under review for FOLIO. Direct questions to [[annk@umass.edu|Ann Kardos]]
 (Aleph Workflow-Information Resources Management)\\
 (Working Draft, 6/29/11)
-====== Cross-linking: Bound-withs, title changes and ser anals. ======
+====== Cross-linking (or X-linking): Bound-withs, title changes and ser anals. ======
 ===== ITM Links =====
@@ Line 8: / Line 11: @@
 ==== Monographic bound-withs ====
-In this case multiple monographic titles are bound together in a single physical volume.  Each title will have its own bibliographic record, usually of "equal" hierarchical rank.  "With notes" may be entered in the 501 fields of the bound-together bibs.
+In this case multiple monographic titles are bound together in a single physical volume.  Each title will have its own bibliographic record, usually of "equal" hierarchical rank.  "With notes" may be found in the 501 fields of the bound-together bibs.
   - A single item will represent the volume containing the two (or more) titles. Attach the item to the bib. record for the **first** title in the volume. Wand in the barcode from the volume.
-  - Enter a LKR field in the bib. record(s) for the **second (and third and so on)** title(s) contained in the volume.
+  - Enter a LKR field in the bib. record(s) for the **second (and third and so on)** title(s) contained in the volume. Delete any items and ADM records from these second+ bibs.  **NOTE:  Do not delete items representing additional pieces attached to the record, e.g. a Special Collections copy, or a copy which has been assigned a different call number.**
   - We use ITM links for bound-withs.  The LKR field will consist of:
     * subfield a ITM
     * subfield b ADM number of the bib. record you’re linking to, i.e. the first title bound in the volume.
     * subfield l ADM to which the bib. record for the first title belongs:  UMA50, DEP50, etc.
-  - If desired, after inserting a new field and entering LKR, you may "open form" by right-clicking or clicking Edit Actions.  This will bring up a form with empty fields that may be filled, as follows:
+  - If desired, you may "open form" by placing your cursor anywhere on the LKR field and right-clicking or clicking Edit Actions.  This will bring up a form with spaces that may be filled, as follows:
-    * Link type - UP/PAR/ANA/ITM (a)=ITM
+    * Link type - UP/PAR/ANA/ITM (a) [enter "ITM"]
-    * Sysno of the linked doc record (b)=the ADM# of the bib. where the item is found (i.e., the first title in the vol.)
+    * Sysno of the linked doc record (b) [enter the ADM# of the bib. where the item is found.]
-    * Library where record is linked (l)=ADM of the bib. (for ITM links), i.e. UMA50, DEP50, etc.
+    * Library where record is linked (l) [for an ITM link, enter the ADM of the bib. where the item is found, i.e. UMA50, DEP50, and so on.]
-  - If only *one* item is involved, these three first subfields are the only ones required.
+  -  Add an HOL record with the volume number under the series.
+  - If only **one** item is involved, these three subfields are the only ones required.
+  - Check the OPAC view, to be sure the link has worked.  The linked item will **not** show up in the staff-mode view of the bib. containing the LKR field.  Hit Control-O for the public view, and check for the item under __CLICK HERE FOR CALL NUMBERS AND ITEM AVAILABILITY__.
-The LKR field will look like this:
+Illustration of LKR field with ITM link:
-$a
+		LKR	$a ITM
+                  $b 317629 (ADM # of record where item is attached)
+                  $l UMA50
+                  $v 13
+                  $y 1834-35
+==== Serial title changes ====
+In this case a single bound volume will contain serial issues from a chronological period covering one or more title changes for that serial.  Each title change will have its own bib. record, with 780 (earlier title) and/or 785 (later title) fields indicating the title changes.
+  - Determine whether volume contains a title change. Look at the 362 in the bib. record for the first title in the vol., and compare it to the piece in hand.
+    * Example:  **New England Farmer,** OCLC#7656388.  The 362 field reads as follows:  $a Vol. 1, no. 1 (Aug. 3, 1822)-v. 13, no. 29 (Jan. 28, 1835).  Bound volume 13 (which contains more than 29 nos.) changes titles in the middle.
+  - Find the earlier or later title contained in the bound volume, by checking the 780 (earlier title) or 785 (later title) in the bib. record.
+    * Example:  The 785 (later title) of **New England Farmer** reads as follows:  $t **New England farmer, and gardener’s journal** $w (OCoLC)9208579.  Search the record by the OCLC number in $w.  If no OCLC number is present, search by title.
+    * The 362 field of **New England farmer, and gardener’s journal** reads:  $a Vol. 13, no. 30 (Feb. 4, 1835)-v. 17, no. 29 (Jan. 23, 1839).  NOTE:  This record also indicates that vol. 13 splits in the middle.  If you were looking at this record first, you would have to search the earlier title from the OCLC number in the 780.
+  - Enter a LKR field in the bib. record of the later title(s) contained in the volume.
+  - We use ITM links for serial title changes.  The LKR field will consist of:
+    * subfield a ITM
+    * subfield b ADM number of the bib. record you’re linking to, i.e. the first title bound in the volume.
+    * subfield l ADM to which the bib. record for the first title belongs:  UMA50, DEP50, etc.
+    * subfield v Item identification (by Emum. Level 1).  Since serial bib. records often contain more than one item, the LKR field needs to specify exactly which item contains the title change.  Enter the value from the "first level enumeration" found in the __5. Serials Levels__ tab under the Items List, for the correct item.
+    * subfield y Item identification (by Chron. Level 1).  A LKR field can include either or both $v and $y, as long as these values uniquely identify the item.  If needed, other levels can be added per the following (found under Tag Information for a bib. LKR field):
+         $$y - analytic link - year link
+         $$v - analytic link - volume link
+         $$p - analytic link - part link
+         $$i - analytic link - issue link
+         $$k - analytic link - pages
-==== Serial title changes ====
+  - If desired, you may "open form" by placing your cursor anywhere on the LKR field and right-clicking or clicking Edit Actions.  This will bring up a form with spaces that may be filled, as follows:
-When a bound volume for a serial contains a title change, an ITM link is used to tie the bib. for the later title represented in the volume, to the bib. for the earlier one.
+    * Link type - UP/PAR/ANA/ITM (a) [enter "ITM"]
+    * Sysno of the linked doc record (b) [enter the ADM# of the bib. where the item is found.]
+    * Library where record is linked (l) [for an ITM link, enter the ADM of the bib. where the item is found, i.e. UMA50, DEP50, and so on.]
+    * Year link - chronology level i (y) [enter value from Chron. Level 1]
+    * Volume link - enumeration level a (v) [enter value from Enum. Level 1] [and so on, for $$p, $$i and $$k above].
-.	Determine whether item to be linked contains a title change.  Look at the 362 in the bib. record, and compare it to the piece in hand.
+===== ANA Links =====
-Example:  New England Farmer, SYS.# 2556027, OCLC# 7656388.  The 362 field reads as follows:  $a Vol. 1, no. 1 (Aug. 3, 1822)-v. 13, no. 29 (Jan. 28, 1835).  Bound volume 13 (which contains more than 29 nos.) changes titles in the middle.
+==== Ser Anals ====
-.	Find the earlier or later title contained in the bound volume, by checking the 780 (earlier title) or 785 (later title) in the bib. record.
+We most often use ANA links for analyzed series, or “Ser Anals."  These consist of volumes grouped under the same title (as in a serial), with numbers or dates distinguishing them, but which also have distinctive titles per volume or issue cataloged as separate monographic records.  The overall series title will be represented by a cover record (either an OCLC serial record or a brief cover record created by Acquisitions), to which all the items for the volumes will be attached.  The separate monographic records will be connected to the appropriate items with ANA-links.  ANA links are a much easier way to handle large sets in which several titles have been routinely bound together, than "bound-with" cross-linking.
-	Example:  New England Farmer.  In this case, you want to find the record for the later title.  The 785 (later title) reads as follows:  $t New England farmer, and gardener’s journal $w (OCoLC)9208579.  Search the record by the OCLC number in $w.  If no OCLC number is present, search by title.
+<file>NOTE:  Occasionally a record for a large monographic set with smaller analyzed parts (Contin Anal), also may be ANA-linked.</file>
-The 362 field of New England farmer, and gardener’s journal (SYS.# 3145796, OCLC# 9208579) reads:  $a Vol. 13, no. 30 (Feb. 4, 1835)-v. 17, no. 29 (Jan. 23, 1839).  NOTE:  This record also indicates that vol. 13 splits in the middle.  If you were looking at this record first, you would have to search the earlier title from the OCLC number in the 780.
+Example:  Bulletin of the University of Wisconsin. Economics and political science series.
-.	Link the volume with the title change to the earlier title contained in the volume.  In this example, v.13 1834-35 is linked to New England Farmer, the earlier title.  It shows up in the staff mode under the item list of that record.
-.	Enter a LKR field in the bib. record of the later title contained in the volume.  To do this, go to the bib. record for the later title, hit F6 and type LKR into the blanks defining the field.
+  - Cover Record. An advantage to using OCLC serial records is that LHR’s (local holdings records) can be created; also title changes will be reflected.  Attach all items to the cover record.
+  - The HOL record for the cover bib. will include:
+    * 866 displaying holdings of the overall series.
+    * 952z note stating: Individual vols. may also be searched by author, title or series title.
+  - Preparation of Monographic Records:
+    * Enter the series in the correct form (per OCLC authority file) with proper volume information.  (NOTE: Many old-fashioned bibs. will have 810’s, and varying forms of the series title.)  Correcting the series entries will tie the monographic titles together in a browse search under title or series.
+    * Add an HOL record with the volume number under the series.  This can be done either in the LC Class number or a subfield h under the Depository sublibrary and collection.  It also can be entered in an 866 or 952 field.  Adding the HOL supplies the "LOCATION" line in the OPAC view.
+    * Delete any item records from the monographic bibs.  **NOTE:  Do not delete items representing additional pieces which should be attached to the monographic record, e.g. a copy which has been assigned a different call number.**  (It's also a good idea to delete the ADM from these monographic bibs.)  Add an ANA link into the bib. as follows:
-	We use ITM links for title changes.  The LKR field will consist of:
+		LKR	$a ANA
-	       -	$a  ITM
+                  $b 4831039 (bib. # of cover record)
-	       -	$b ADMIN number of the record you’re linking to, i.e. the earlier title.
+                  $l FCL01
-       -	$l  The ADMIN module to which earlier title record belongs:  i.e. UMA50, AHM50, HAM50, MHC50, SMT50, etc.
+                  $v 8  (Needs to match the value entered in Enum. Level.1 under Serial Levels of the appropriate item.)
-       -	$v  Item identification. The first-level enumeration entry found in the 5. Serial Levels tab under Items List, for the specific item you want to link to.
-       -	$y  Item identification alternative.  You can also use the first-level chronological entry to identify the item.
-	Example:  The LKR field in the bib. of New England farmer, and gardener’s journal reads as follows:  $aITM $b317629 $lUMA50 $v13 $y1834-35.  NOTE:  This LKR field includes both $v and $y.  You don’t really need both, as long as the one you use is unique to that item.
+<file>NOTE:  An ITM LKR field includes the ADM # under $b, and ADM library under $l, e.g. UMA50 instead of FCL01.</file>
-.	Check the OPAC view.  The linked item will not show up in the staff-mode item list of the record containing the LKR field.  To check that the link has worked, go to the bib. record of the later title, and hit Control-O.  If you see the item under CLICK HERE FOR CALL NUMBERS AND AVAILABILITY (in this case, v.13 1834-35), you know it worked.
+    * Updating a bib. record with an ANA link will automatically add a subfield m (title of the mono.) and a subfield n (title of the series).  These are UP and DOWN links, which allow a list of "related" titles to be seen in the OPAC view, under the serial record.  If we ever get this feature to work correctly, we'll be able to sort the list of titles by author, title, year and so forth.
-Following is a screen shot view of the LKR field:
+**=>FINAL STEP:  Check to make sure the link is working with Control-O (OPAC view)<=**