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serials_workflow_supplement_index_statements [2020/07/28 14:31] annk [Supplement Statements] |
serials_workflow_supplement_index_statements [2022/02/15 14:55] (current) 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: | ||
Line 9: | Line 9: | ||
**Do not use fields 590 or 952 in holdings records. The use of these fields is no longer in practice at UMass.** | **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 ===== | ===== 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 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. | ||
Line 28: | Line 40: | ||
|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. | ||
Line 35: | Line 45: | ||
===== 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. | + | |
- | - 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. | ||
- Open Connexion. Verify and export the bib to update the record in Aleph. | - 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. | 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]]// |