Part 7. Multipart Series Standing Orders

General Procedures

A SAR is made if the decision is to analyze. If the decision is not to analyze, a SAR is not made; if a SAR is found in Orbis or the resource file, the SAR should be updated locally to indicate that the multipart is not analyzed. For policies and procedures for creating and updating SARs, refer to Yale Policies for NACO Series Authority Records.

The cataloger should record the classification and analysis decisions in the MFHD 852 ‡x as well as the SAR. Classed-together is implied by the presence of a call number and is not explicitly notated.

If the cataloger decision is to class-together:

  • the bibliographic record for the cover is not suppressed (cf. classed-together monographic series)
  • the bibliographic record must be updated to full or core level
  • volume holdings must be entered
  • the cataloger must create the analytic bibliographic record for the first volume received on standing order
  • the cataloger must relink the item record from the collection record MFHD to the MFHD for the analytic (unless the set is partially analyzed)
  • the bibliographic record must be exported to MARS and the utilities

Use the following pattern for the MFHD:

852 0 1 ‡b <location c​ode> ‡h <class number> ‡i <rest of call number> ‡x anlyz
866 4 1 ‡8 0 ‡a <volume holdings>

If the cataloger decision is to class separately:

  • the bibliographic and MFHD records must be suppressed by the cataloger, since the default acquisitions decision is to display all multipart records
  • the suppressed bibliographic record for the sso title may remain at EL 7
  • enter a 240 (or 130) field if necessary to match the SAR
  • record the earliest available date in 264 ‡c (unlike monographic series)
  • volume holdings should not be entered
  • since the default classification decision is classed-together not analyzed, the cataloger must create the analytic bibliographic record for the first volume received on standing order and relink the item record to the MFHD of the analytic.

Use the following pattern for the multipart (series) title MFHD:

852 8 1 ‡b <location code> ‡k Suppresse​d ‡h sso ‡x cs <caption><space><no.>-

Multipart Item Records

If the decision is to analyze, the cataloger should verify that the item record is linked to the MFHD of the analytic bibliographic record, re-linking from the cover record if necessary. If the item record is linked to the analytic bibliographic record, the volume designation for the collection is not entered in the item record's ENUM.

If the decision is to analyze, but one or more items in the set are unanalyzable (e.g., 505 [Bd. 1. without special title]), then all item records must be associated with the cover record MFHD, and the multipart volume designation must be entered in the item records' ENUM field. Reminder: captions should now be included with the volume designation, e.g. Bd.1; v.1; t.1; etc.

If the decision is not to analyze, the multipart volume designation must be entered in the item record's ENUM (with volume captions).

Exporting

All multipart classed-together cover and their analytic records are cataloged at E/L blank (OCLC I) and are exported to MARS and the utilities.

Multipart classed-separately cover records are not exported to MARS or the utilities; analytic records for classed-separately multiparts are exported to MARS and the utilities.

Effective Date: 
February 5, 2014