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--- serials_workflow_supplement_index_statements [2020/07/28 14:29]
annk [Serials Workflow: Supplement & Index Statements in the Holdings Record]
+++ serials_workflow_supplement_index_statements [2022/02/15 14:55] (current)
annk
@@ Line 1: / Line 1: @@
 ====== 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:
   * 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 vague or incomplete Supplement or Index information
+  * 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 =====
-  - 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.
-  - 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 41 for specific volume information expressed in an enumeration statement.
-  - Delete any non-specific supplement statements in the 952 field.
   - 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**|
+|**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|
+|Special issues accompany some volumes|867 40 $a 1991-1992 include supplements|
-|Includes supplements|*867 41 $a v.1-4|
+|Includes supplements|867 41 $a v.1-4|
-|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.
@@ Line 35: / Line 45: @@
 ===== 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.
-  - 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 41 for specific volume information expressed in an enumeration statement.
-  - Delete any non-specific index statements in the 952 field.
   - 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**|
+|**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 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)|
+|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.
 --- //[[annk@umass.edu|Contact: Ann Kardos]]//