Preliminary serial bibliographic records are created for serials that are (1) on order, (2) recently received or (3) not yet represented in Orbis. Preliminary serial bibliographic records contain standard MARC fields with appropriate content designation and sufficient information for positive identification.
The procedures described in this document are to be followed by all staff with responsibility for creating records in Orbis for serials that are in one of the above categories.
If there is evidence on or with the issue in hand that a title change is involved, consult with your supervisor before entering a new record into the database. Major changes require a new record; minor changes do not, but many minor changes will require an update to the old bibliographic record. See examples of major and minor changes at: http://www.library.yale.edu/cataloging/Orbis2Manual/majorminorexamples.htm
For monographic series preliminary records, refer to the separate document: Preliminary Bib Records: Monographic Series.
Search thoroughly for a serial bib record in the data bases in the following preferred order before creating a preliminary serial bib record:
If no serial record is found in any of these data bases, follow the procedures in Preliminary Record (Serials) 3a.
If no LCDB record is found but a matching record is found in OCLC, import it and use it as a preliminary record.