Bound-With Procedures for Serials and Multiparts

CONTENTS. Overview -- New Procedures -- Consult with CPDC When Situation is Complex -- Related Documents.

Overview: Serials and Multiparts

For serials and multipart monographs, the standard bound-with procedure (see Bound-with Procedures 2005) results in a significant degradation of information in the Orbis OPAC. The standard procedures requires use of a shared MFHD. While the shared MFHD does not cause display ambiguities for single part monographs, there is no way to clearly display multi-volume holdings when part or all of a multipart or serial is bound with other bibliographic entities. The previous workaround required the cataloger to create 2 MFHDs for the same title, one for the volumes that were not bound with items representing other titles, and a second MFHD to represent the volume or volumes bound with items represented by separate bibliographic records. Experience indicates that the display was too ambiguous even for experienced users to comprehend, and devising explanatory notes that worked in the online environment was challenging, to say the least.

With the expanded functionality of Voyager 5.0, use of 856 in the MFHD was made available for the OPAC. Functionality was expanded further in 2011 with the introduction of "handles" in 2011 for New Orbis. YUL policies on the use of field 856 are documented in Linking Orbis Records Using Handles. Specific procedures for serials and multipart volumes bound with other serials, multiparts, or single part monographs follow.

New procedure:

If a part or issue of a multipart or serial has been bound with other titles, use this procedure.

On the host record, enter a bound with note in MFHD 852 ‡z. Since the procedure does not generally make use of a shared MFHD, the host/guest designation is somewhat arbitrary. The host will generally be the first title in the physical volume, but under some circumstances it might be more useful to designate another title as the host.

On each guest record, add to the MFHD as the last variable field:

856 42 ‡u<bibid of host record> ‡z Click here for circulation status or to request <vol. no. of the guest record> [bound with <vol. no. of the host record> of: "<Title of host record>"]

The ‡z note may need to be adjusted depending on the nature of the resources bound together in the physical item.

To reduce the chance of transcription errors, copy and paste the handle from the OPAC record of the host.

Transfers. Because the revised procedure does not make use of a shared MFHD, keep in mind that any location change on the host record will not change the location on the guest records automatically.

Complex Multipart/Serial Bound-withs: Consult with CPDC

The multipart/serial examples cited above provide guidelines for relatively simple problems involving bound/filmed-withs. The guidelines should be followed when possible since this will allow the user of the OPAC to view the circulation status of an item no matter what title is retrieved. In addition, note that if a title is held at LSF, the "guest" title must be clearly associated with the host item record, since LSF items can only be retrieved by barcode number (not by call number). However, it is expected that there will be more complex bound/filmed-with situations involving multiparts and serials that the Voyager OPAC display cannot handle effectively, and other solutions will need to be explored. Complex problems that do not seem to be handled by the procedures described in this document may be referred to the Cataloging Policy & Documentation Committee c/o the current chair. In the future, CPDC will endeavor to issue supplements documenting strategies for handling complex multipart/serial bound-with problems.


Bound-with Procedures (use for single part monographs)

Bound-with Procedures. Appendix. Manual Procedures

Bound-with Procedures. Appendix. Unlinking Bibliographic Records

856 Fields in Original, Copy, and Batch-Loaded Records for Tangible Resources