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serials_workflow_supplement_index_statements [2020/07/28 14:43]
annk [Supplement Statements]
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 ====== ====== 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 and check against the item records. If Supplement ​information is already expressed in the Item Description field, delete the 952. 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.
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 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.
Line 49: Line 68:
 |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]]//
serials_workflow_supplement_index_statements.1595947396.txt.gz · Last modified: 2020/07/28 14:43 by annk
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