_____ D1. Is the bib record LC or member? If the bib record is LC, you are concerned only with the series authority.
_____ D2. Is there an authority record for the series in Orbis? If there is a series authority record in Orbis, retrieve it to determine if the series is classed together. Check also to see if other titles in the series have been cataloged to determine whether the series is classed together. (Searching Web Voyage is usually the easiest way to determine series classification practice.) Notify your supervisor or the designated catalog librarian if the series is classed together for your location but the treatment has not been recorded on the series authority record.
_____ D3. If there is no series authority record in Orbis, use the 050 call number if the bib record is LC and search no further. If the bib record is not LC, search in LC Authorities or in OCLC. If a series authority record is found in LC Authorities or OCLC, follow the classification decision. If no series authority record is found, route to the designated catalog librarian to establish the series.
_____ D4. Are there non-series headings requiring authority records? If the bib record is not LC and a personal name with a prefix or a compound surname does not have a corresponding authority record, route to the designated catalog librarian to establish the heading.
Detailed policies and procedures at: Authority control workflow for C&T staff