1. Creating New SARS

1A. Where to Create New SARs
  • Create all new SARs in the OCLC authority file according to Yale's NACO workflow
  • Do not create new SARs in Orbis.
​1B.When to Create New SARs

As a general rule, create new SARs for analyzed monographic series and MPMs whenever one or more of the following criteria apply

  • the series or MPM requires cross reference(s)
Exception: If the only reference would be a name-title reference from the issuing body and the body has not yet been established (requiring that an additional authority record for the body be established), creating the series authority record is optional; use judgment.
  • the series or MPM requires a qualifier
Exception: If the series requiring the qualifier is a non-academic series that has been issued by a commercial publisher, creating the series authority record is optional; use judgment.
  • the series or MPM is on standing order
  • the series or MPM will be classed together
  • the series or MPM will be traced in a BIBCO record
. NOTE: In a BIBCO record, the series may be tagged as untraced if it has not been established in a series authority record; only traced series need be established.
  • the series or MPM is represented by a local SAR
Note: Local SARs lack an 010 field. These records were created in ORBIS, rather than contributed to NACO, in accordance with former Yale policy. The local SAR should be deleted from ORBIS after the NACO record is created.
  • a selector has identified the series or MPM as important and requested that a SAR be created

New SARs are not required for monographic series and MPMs whenever one or more of the following criteria apply:

  • the monographic series or MPM will not be analyzed
  • the monographic series or MPM is complete at the time of cataloging
Exception: Unless it requires a cross reference or will be traced in a BIBCO record.
  • the monographic series or MPM will be untraced in a BIBCO record 
Note: In a BIBCO record, the series may be tagged as untraced if it has not been established in a series authority record; only traced series need be established.
  • the monographic series or MPM is judged to be trivial or exceedingly complicated
  • the monographic series or MPM was published prior to 1981