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Serials Composite Record Cataloging (Cataloging Remote Access Electronic Serials Using the Print Record Version)

Table of contents:

  1. Overview
  2. Multiple formats for serials
  3. Website printouts
  4. Ejournal serial supplements
  5. Print to online format changes
  6. Fixed fields
  7. Variable fields -- 022 040 050 086 336-338 362 440 490 530 588 590 599 6XX (MeSH) 740 775 776 780/785 793 8XX 856(41) 856 (42) 856 order 936
  8. Branch coding (BRANCH field in the local bibliographic record)
  9. Checkin and item records

 

OVERVIEW

Composite record cataloging, or the single record approach, is the adaptation of a single catalog record to incorporate multiple formats. This document, organized in MARC field order, details UCSD's composite record technique and CONSER enhance practice for print and remote access electronic serials only. For information about composite records for other serial formats, see multiple formats for serials below.

In summary:

Local UCSD practice:

CONSER enhance practice:

MULTIPLE FORMATS for serials

UCSD's multiple formats cataloging policy for serials allows for expressions of the same work to be cataloged using a single record. Catalogers should base the record on the original manifestation whether or not we own it, provided that you know what the original manifestation is and a record exists on OCLC, or you have enough information to catalog it according to LC PCC PS 1.11. In all other cases use the item in-hand as the basis of the record (i.e., NOT cataloging according to LC PCC PS 1.11).

For electronic serials, the original manifestation will almost always be print. Add information about the remote access (electronic) version to the print record.

For information about UCSD's official policy for cataloging emonographs, see: Separate Records Policy for Electronic Monographs.

When cataloging the electronic version, if your original manifestation is: OCLC copy for original manifestation available online No OCLC copy for original manifestation, original manifestation in hand No OCLC copy for original manifestation, no original manifestation in hand OCLC copy for original manifestation available later
Electronic (i.e., born-digital serials) Use the separate record for the electronic version.

Create an original record for the electronic version.

For U.S. federal document serials, request cataloging through GPO if an original record is needed.

N/A N/A (use or create an original record for the electronic version in hand)
Other (e.g., print, microform, CD-ROM, etc.)

Use the record for the format of the original manifestation (usually print) and add the information for the electronic version to it. Remove the $h GMD if it is not applicable to all formats represented on the record. (e.g., $h [microform])

Exception: If the record for the original manifestation is brief (e.g., FF, 022, 245, and 856 fields only), proceed to the next column.

Create an original record for the original manifestation and add the information for the electronic version to it.

For U.S. federal document serials, request cataloging through GPO if an original record is needed.

Use the separate record for the electronic version if available, or create an original record for the electronic version.

For U.S. federal document serials, request cataloging through GPO if an original record is needed.

Overlay existing record in Roger with the new record for the original manifestation and add the information for the electronic version to it.  Catalogers do not keep tickler lists for these titles and will overlay records only as reported or encountered, or if we start receiving the print version.

Exception: Do not do this for U.S. federal document serials.

CONSER enhance practice: Separate records for the print and electronic versions can coexist in OCLC.


WEB SITE PRINTOUTS

Occasionally a bibliographer will want a printout of a website to be cataloged. Catalog the website and add a 590 local note to reflect this fact.

EJOURNAL SERIAL SUPPLEMENTS

Catalog electronic serial supplements as mandated by CONSER. Follow the guidelines outlined in CCM 17.4. Serial supplements. [NOTE: UCSD catalogers should follow CCM 17.4 for cataloging prospective titles but retrospective titles will be evaluated on a case-by-case basis. SCP catalogers should follow CCM 17.4.]

There are 4 possible scenarios for electronic supplements:

1. The electronic supplement is not cataloged separately, and the content lives on the same website as the main work (parent journal).

245 00 Heart, lung & circulation
525 __ Some issues have supplements.
776 08 $i Online version: $t Heart, lung & circulation
856 41 $3 v.10(2001)-v.12(2003). $z Blackwell-Synergy. Restricted to UC campuses $u http://uclibs.org/PID/3875

2. The electronic supplement is not cataloged separately, and the content lives on a different website from the main work (parent journal).

245 00 Biochemistry.
776 08 $i Online version: $t Biochemistry
856 41 $3 v.1(1962)- $z ACS. Restricted to UC campuses $u http://uclibs.org/PID/316
856 41 $3 Supplements for v.34(1995)- $z ACS. Restricted to UC campuses $u http://uclibs.org/PID/343

3. The electronic supplement is cataloged separately, and the content lives on the same website as the parent journal.
Use the same 856 field for each record and edit $3 to reflect correct coverage.  When cataloging a supplement, do not give an additional authorized access point for the related work (730/740) if the common title of the supplement is identical to the title proper of the related work (see CCM 7.5.2).

Parent journal:

245 00 Pediatric pulmonology.
525 __ Has supplements.
776 08 $i Online version: $t Pediatric pulmonology
856 41 $3 v.23(1997)- $z Wiley. Restricted to UC campuses $u http://uclibs.org/PID/872

Supplement:

245 00 Pediatric pulmonology. $p Supplement.
776 08 $i Online version: $t Pediatric pulmonology. Supplement
856 41 $3 no.15(1997)- $z Wiley. Restricted to UC campuses $u http://uclibs.org/PID/872

4. The electronic supplement is cataloged separately, and the content lives on a different website from the parent journal.
Do not add the 856 field for the supplement to the record for the main work and vice versa since they would be considered related resources. When cataloging a supplement, do not give an additional authorized access point for the related work (730/740) if the common title of the supplement is identical to the title proper of the related work (see CCM 7.5.2).

Parent journal:

245 00 Neuroscience research.
525 __ Has supplements.
776 08 $i Online version: $t Neuroscience research
856 41 $3 v.1(1984)- $z ScienceDirect. Restricted to UC campuses $u http://uclibs.org/PID/2364

Supplement:

245 00 Neuroscience research. $p Supplement
776 08 $i Online version: $t Neuroscience research. Supplement
856 41 $3 v.2(1985)- $z ScienceDirect. Restricted to UC campuses $u http://uclibs.org/PID/44540

CONSER enhance practice: Same.

PRINT TO ONLINE FORMAT CHANGES (Sept. 2008)

CONSER cataloging guidelines dictate closing out print records and creating e-version records for print to online format changes.  UCSD catalogers should follow CONSER cataloging guidelines when processing print to online format changes for OCLC master records.  For local records, the following policy applies:

For federal document serials Marcive processing (July 2012), we are required to download print records in favor of the online records, if they exist (per our single record cataloging policy for serials).  However,

  1. For new titles, download the online records, if UCSD does not own the title in print. 
  2. For updated records, follow the single record approach for titles with print counterparts (e.g., holdings in CULD, adding NETD access), or if a print record already exists (e.g., NETD composite print record).
  3. If the print is withdrawn, retain the print composite record.  Do not recatalog it as an online serial.  Exception: See #5 print to online format changes.
  4. If an online record was originally downloaded but the print is later acquired, recatalog it as a print serial per our single record cataloging policy for serials.
  5. Format changes (print to electronic only): If the online version covers all the print volumes, the UCSD print record should be deleted if UCSD does not own the print.  Do not delete the CDL record for the print, as SCP may need to redistribute that record to other campuses who may own the print.

For SCP titles that are also U.S. federal serials, use the single record approach (e.g., print record).  For example, if UCSD had an existing e-resource record for a federal serial and didn't own the print, and CDL licensed access became available (say through LexisNexis), delete the existing UCSD record, recatalog it as a print composite record, and distribute the SCP print record to the campuses.  Exception: See above for format changes.

FIXED FIELDS

Leader/Directory/008: LEAVE AS IS.

CONSER enhance practice: Same.

Descriptive cataloging form/Desc/Byte 008/18: Code "i" for resources described according to RDA conventions.

CONSER enhance practice: Same.

Government publication/GPub/Byte 008/28: Coding Gov Pub in the 008 is now mandatory due to digitization initiatives.  For LC guidance on how to identify government publications, see DCM B.5.10 Appendix 5.

CONSER enhance practice: Same.


VARIABLE FIELDS

022 field (ISSN): Do not add an e-ISSN to the 022 field. Do not add a qualifier after the existing ISSN or delete any e-ISSNs that may be present. If an electronic ISSN (e-ISSN) has been assigned to the electronic version, add it to the 776 $x.  Exception: If there is no print ISSN, add the e-ISSN to 022 $y.

CONSER enhance practice: Same, except: 1) For U.S. or Canadian titles, only add the e-ISSN to 776 $x if it has been authenticated by NSDP or ISSN Canada.* 2) For foreign titles, add the e-ISSN to 776 $x when it is available either in the related record or the ISSN Register.

*How to identify ISSNs that have been authenticated by NSDP or ISSN Canada:

Fixed fields:
Alph: any code except blank

Variable fields:
022: first indicator 1 or 2
022 $2: 1 or 4
042: nsdp or nlc
Presence of a key title (222)
Presence of an abbreviated key title (210 0_)

Also, for non-US publications, add the ISSN center code to $2 when adding the 022 field. The ISSN center code (or agency code), which can be found in the ISSN Portal, will be an indication that the ISSN has been confirmed by a CONSER institution.

Catalogers should submit an ISSN CONSER Web form for U.S. serials in the following three situations:

    1. You want to notify NSDP that even though a title has changed (major change), the publisher continues to use the former ISSN on the piece or on its website (for U.S. publications only)
    2. You want to request a new ISSN for a U.S. publication.
    3. You upgraded a pre-pub (ELvl=8) record.

For all other questions about ISSN assignment for U.S. serials, don’t use the CONSER Web form. Instead, send an email message to: issn@loc.gov, this account is monitored vigilantly.

For questions about ISSN assignments for international serials, send an email message to the appropriate ISSN National Center for the country in question.  A list of ISSN National Centers can be found on the contact section of the ISSN website.

If you entered an ISSN that is not in the ISSN Register, you can request the validation of this ISSN through the ISSN validation request link in the ISSN portal.


040 (Cataloging source): If the resource description is in RDA or converted to RDA.

     040 CUS $b eng $e rda $c CUS

$b eng: Language of description: English (required for all records)
$e rda: RDA record (add if applicable and redescribing to RDA)     

CONSER enhance practice: same.

050 field (Library of Congress Call Number): All records* should have a LC classification or call number (050). Add a LC classification number if lacking (use 050 14 $a for CONSER records or when authenticating a serial record, and 050 _4 for non-CONSER records). Do not cutter. For newspapers, use classification number "AN."

*LC classification or call numbers are not required for local, state, and federal government documents, however, do not delete if present. For exceptions, see table below:

Type of gov doc UCSD: assign LC class number? SCP: assign LC class number?
EU yes n/a
Local no yes
State no no
Federal no yes

CONSER enhance practice: Same. LC classification or call numbers are not required for local, state, and federal government documents, however, do not delete if present.

086 field (Government Document Classification Number): All state and federal government document records should have a 086 call number. If missing, add if available.

CONSER enhance practice: Add 086 call numbers to state and federal government document records when available.

336-338 fields (content type, media and carrier):  For composite serial records, the 336-338 fields are as follows:

     336 __ $a text $b txt $2 rdacontent
     337 __ $a unmediated $b n $2 rdamedia
     338 __ $a volume $b nc $2 rdacarrier

       CONSER enhance practice: May add if missing.

362 (Dates of Publication and/or Sequential Designation): May add formatted 362 note if missing. Take information from the ISSN portal or the online surrogate. If taken from the ISSN portal, add $z ISSN portal.

362 1_ Ceased with September 1984. $z ISSN portal.

CONSER enhance practice: Same.

440 (Series Statement/Added Entry–Title): OBSOLETE as of 12/01/08. PCC discontinued use of field 440 on 10/24/08. Catalogers should continue to accept existing 440s on copy.

490 (Series Statement): Catalogers should continue to accept existing 490s on copy.

CONSER enhance practice: It is not required to include a series added entry, search the authority file for series authority records, or create series authority records. Leave existing 490s. For original records, catalogers should use field 490 (with indicator 0 or 1) and include 8XX if appropriate.

530 field (Additional Physical Form Available): Prefer 776 $i [physical format] per the RDA/CONSER standard record cataloging guidelines.  If combining information that would normally be given in a 580 field that is appropriate to the 530 field, use the 580 field.  When a serial record has multiple linking relationships to a single record, the multiple relationships are described in a 580 note instead of the 530 note (see CEG).

Example of 530 note:

530 Also issued online.

Multiple linking relationships (use 580 instead of 530):

580 Issues for 1990-2002 also available online; later issues available online only.

CONSER enhance practice: Same. Do not add, but if a 530 field already exists in the record, do not delete it.

588 (DBO/LIC Source of description note): May add, using information from the online surrogate, if earlier, to back up bibliographic description or if redescribing to RDA. See CCM 3.1.4.

CONSER enhance practice: Same.

590 field (Use for printouts of websites): UCSD policy is to catalog printouts of websites as websites. Add a 590 field to reflect this:

590 UCSD has bound printout shelved in IR/PS.

590 SSH Docs has printout of PDF file.

590 UCSD has bound printout (with amendments through November 3, 1998) shelved in San Diego Documents Reference collection.

590 UCSD has paper copy printout of PDF version of website.

CONSER enhance practice: Not applicable.

599 field (applies only to CDL records. Instructions here)

CONSER enhance practice: Not applicable.

6XX _0 field (LCSH): With the exception of some newspapers and general subject journals, all records should have at least one LCSH. Add if missing.

CONSER enhance practice: Same.

650 _2 field (MeSH): Add at least one MeSH heading for all BML and journals classed in R.

CONSER enhance practice: Same.

740 field (Added Entry--Uncontrolled Related Title): Variant online titles should be traced in the 740 field instead of the 246 field. Use the first indicator to indicate the number of non-filing characters. The second indicator is blank. Added title entries do not need justification per the RDA/CONSER standard record cataloging guidelines.

740 0_ Hematology and cell therapy electronic edition.

CONSER enhance practice: Same.

775 field (Other Edition entry)Use 775 to link to other editions of works in the same physical format such as language editions (works simultaneously in more than one language by the same publisher), print reprint editions (use field 775 for the original entry), and other editions (editions with the same title but have edition information that distinguishes them).

Language edition:

245 00 Grocery stores.
775 08 $i Issued also in a Spanish edition: $s Grocery stores. Spanish. $t Supermercados ...

Print reprint (add 775 for original manifestation to the record for the reprint):

775 08 $i Reprint of (manifestation): $t Gazeta de México (Mexico City, Mexico : 1784) ...

Other edition:

130 0_ Christian Science monitor (Boston, Mass. : Central ed.)
245 04 The Christian Science monitor.
775 0_ $t Christian Science monitor (Boston, Mass. : Pacific ed.) $w (DLC)sn 88087053 $w (OCoLC)18600734

CONSER enhance practice: Same.

776 field (Additional Physical Form Linking Entry): (See also: Print to online format changes) Use 776 $i to indicate and link additional physical formats of the same title, simultaneously published or continuations in a different format. For format changes that also accompany title changes, use 780/785 fields. Use 776 $i to record the format of the record being referenced and to explain relationships between different formats of a title (although 580 field remains an option to describe a complex situation), per the Multiple linking format guidelines. Providing dates are optional.  Add 776 for known versions in other formats when there is a record to link to, or even if you only have a known title.  Include the ISSN, LCCN, and/or OCLC numbers when available.  Use $i to specify the relationship:

Examples for additional physical formats (Note that the $i phrases below are CONSER best practice. RDA policy is to use the appropriate relationship designator from RDA Appendix J):

776 08 $i Online version: $t European heart journal $x 1522-9645 $w (DLC)sn 98005097 $w (OCoLC)40309576
776 08 $i Print version: $t European heart journal $x 0195-668X (Title and ISSN are known but there is no record to link to)
776 08 $i Online version: $t ARC news (See CCM 31.19: Known title only, no ISSN or record to link to)
776 08 $i Microfilm version: $t American journal of international law $w (DLC)sf 84019125 $w (OCoLC)6661469
776 08 $i CD‐ROM version: $t World unmanned aerial vehicle systems $w (DLC) 2011242216 $w (OCoLC) 706505071
776 08 $i Print-on-demand version: $t ...

Examples for multiple linking formats when a title is available in multiple formats simultaneously but ceases in one format and is continued by a change in physical format or mode of issuance:

776 08 $i Continued online: $t European heart journal (Known title only, no ISSN or record to link to)
776 08 $i Print version, -2005: $t European heart journal $x 0195-668X $w (DLC)sn 79009215 $w (OCoLC)5585193 (Beginning year not known)
776 08 $i Print version, 1981-2004: $t Background material and data on major programs within the jurisdiction of the Committee on Ways and Means $w (DLC)   87644619 $w (OCoLC)15390378
776 08 $i Print version ceased: [on the record for the online title] [print known to be ceased but print cessation date not known; do not add beginning date only, e.g., 1990-]
776 08 $i Continued as an online database: $t Occupational outlook handbook. $d Washington, DC : U.S. Bureau of Labor Statistics $w (DLC) ... (Print journal and online database published simultaneously. Print ceased; continued as an online database)

CONSER enhance practice: Same, except: 1) For U.S. or Canadian titles, only add the e-ISSN to 776 $x if it has been authenticated by NSDP or ISSN Canada. 2) For foreign titles, add the e-ISSN to 776 $x when it is available either in the related record or the ISSN Register.

780/785 fields (Succeeding/Former Entries): Use 780/785 fields to indicate earlier and later titles, and when title (major) changes accompany format changes. Always use 1st indicator "0", regardless of whether there is an accompanying 580 note.

CONSER enhance practice: Same

793 field (Local Added Entry--Uniform Title): Add a 793 field for every electronic access point on a record (i.e., there should be at least one 793 field for every 856 field in a record). The 793 field can consist of up to 3 subfields: $a (package name), $p (subpackage name, if applicable) and $g (subscription status). For a list of authorized title entries (793 $a, $p), consult the UCSD or CDL eresources tracking pages. For detailed instructions on how to set up 793 $a, refer to Guidelines for setting up 793 $a for electronic resources or how to code the 793 $g, refer to Using 793 $g to Code Status of Access to E-Serial Content, and its Supplement.

793 0_ Project Muse online journals. $g a
793 0_ Open access resource; selected by the UC Libraries. $p DOAJ. $g i

CONSER enhance practice: Not applicable.

800/810/811/830 fields (Series Added Entry): If series tracing is desired and a 440 or 490 field does not already exist in the record, add an 8XX field for the series.

CONSER enhance practice: It is not required to include a series added entry, search the authority file for series authority records, or create series authority records. For original records, when a series added entry is being included, provide the series heading in the 8XX field. Establish new, or update existing, series authority record(s) in the national authority file as necessary. Record variant forms of the series title in the authority record. If using $x to record an ISSN, append it as the final subfield to allow for accurate sorting.

856 field (indicators 41) (Electronic Location and Access for online version of resource): Beginning in February 2011, serials catalogers (both UCSD and SCP) should keep HathiTrust links in the records when exporting into the local catalog. For more information, see the UCSD or CDL eresources tracking pages.  Basic instructions follow:

The 856 field consists of 3 subfields: $3 (coverage), $z (public note), $u (electronic resource location), and $x (non-public note). For composite records, use first indicator "4" (this indicates that the access method is http) and second indicator "1" (this indicates that the URL is for an electronic version of the entity being described in the record). The 856 field for composite records should be constructed as follows:

856 41 $3 [Coverage info] $z [Publisher package name. Public note] $u [PID, BibPURL, GPO PURL, or other approved persistent URL] $x [non-public note: UCSD open access or UC open access]. Reminder: Always consult the UCSD or CDL eresources tracking pages when constructing $z and $u]

$3 : The coverage/holdings information in the 856 $3 should reflect the numerical designations of the title being cataloged (i.e., coverage in the 856 $3 should parallel 362 field). Record the coverage information using the NISO level 3 (modified level 4 detailed) holdings standard. In modified level 4 detailed holdings, the whole volume and year is recorded when coverage begins with issue 1 of that volume [e.g., v.1:no1.(2005:Jan.) is recorded as v.1(2005)] or ends with the last issue of the ending coverage [e.g., v.12:no.12 (2005:Dec.) is a complete volume, therefore, record as v.12(2005)]. "Detailed holdings" [i.e., volume:issue number(year:month)] are recorded when the beginning volume does not begin with issue 1 or when the ending volume is incomplete. Use "Selected full text for ..." in $3 when SFX target indicates (no bibliographer exceptions, per SCPU meeting 03/07/08). Do not record gaps in coverage.

856 41 $3 v.2(1997)- $z Project Muse. Restricted to UC campuses $u http://uclibs.org/PID/851

856 41 $3 v.67:no.2(1998:Sep.)- $z HighWire. Restricted to UCSD IP addresses $u http://uclibs.org/PID/3976

856 41 $3 v.74(2001)-v.76:no.4(2003:Aug.). $z Blackwell-Synergy. Restricted to UC campuses $u http://uclibs.org/PID/5885

856 41 $3 v.1:no.1(1859:Apr.23). $z Readex. EAN series 10. Restricted to UCSD IP addresses $u http://infoweb.newsbank.com/?db=EANX&s_browseRef=decades/146B883618BB45C3/all.xml

856 41 $3 v.1(1970)-v.31(2000);new ser.:v.1(2009)- $z Publisher's website $u http://bibpurl.oclc.org/web/53081 $x UCSD open access

856 41 $3 2010:Jan.18-2015:Aug.10. $z Publisher's website $u ...

When a print journal ceases and is continued online only, use this text:
856 41 $3 v.1(1980)-v.28(2008). Continued online only beginning with v.29(2009)- $z Wiley. Restricted to UC campuses ...

Example of multiple links in a record for a print title that is continued online only.  Note that even for the aggregator access, the holdings statements have been updated to NISO level 3 (modified level 4 detailed):

856 41 $3 v.53(1997)-v.64:no.5(2008:Nov/Dec). Continued online only beginning with v.65(2009)- $z Taylor & Francis. Restricted to UC campuses $u http://openurl.cdlib.org/?sid=SCP:SCP&genre=article&__char_set=utf8&issn=0096-3402

856 41 $3 v.55(1999)-v.64:no.5(2008:Nov/Dec). Continued online only beginning with v.65(2009)- $z Sage. Restricted to UC campuses $u http://openurl.cdlib.org/?sid=SCP:SCP&genre=article&__char_set=utf8&issn=0096-3402

856 41 $3 v.46:no.4(1990:May)-v.64:no.5(2008:Nov./Dec.). Continued online only beginning with v.65(2009)- $z Environment complete. Restricted to UCSD IP addresses $u http://search.ebscohost.com/direct.asp?db=eih&jid=%22BAS%22&scope=site

856 41 $3 v.1:no.7(1946:Mar.15)-v.54:no.6(1998:Nov.). $z Google. Some issues may not be available $u http://bibpurl.oclc.org/web/38439 $x UCSD open access

856 41 $3 Selected article text for v.1(1945)-v.64:no.5(2008:Nov./Dec.). Continued online only beginning with v.65(2009)- $z Academic search complete. Restricted to UC campuses $u http://openurl.cdlib.org/?sid=SCP:SCP&genre=article&__char_set=utf8&issn=0096-3402

856 41 $3 Selected article text for v.1(1945)-v.64:no.5(2008:Nov./Dec.). Continued online only beginning with v.65(2009)- $z MasterFILE premier. Restricted to UC campuses $u http://openurl.cdlib.org/?sid=SCP:SCP&genre=article&__char_set=utf8&issn=0096-3402

$z : Record the publisher package name (as package names are subject to change without notice, always consult the UCSD or CDL eresources tracking pages to verify package names), followed by the restriction and/or navigation notes in the 856 $z . Use a period to separate the publisher package name and other notes, but do not add a period before the $u.

856 41 $3 v.1(1999)- $z AGU. Restricted to UC campuses. Access limited to 2 simultaneous users. Try again later if refused $u http://uclibs.org/PID/31509

856 41 $3v.1(1939)- $z BMJ via HighWire. Current 12 months restricted to UCB, UCD, UCI, UCLA, UCR, UCSD, UCSF; all other issues available to all (with one-time personal registration) $u http://openurl.cdlib.org/?sid=SCP:SCP&genre=article&__char_set=utf8&issn=0003-4967

$u : URL (as URLs are subject to change without notice, always consult the UCSD or CDL eresources tracking pages to verify the type of URL to be used and how to construct URLs for each package).

$x : For UCSD records only with open access, record UCSD open access or UC open access. This note identifies UC-selected open access 856s so they can be removed from the local holdings records (LHRs) sent to OCLC. The $x note should be input last in the 856 field. Do not input $x for open access continuing resources that are not coded mat type: "s" in Millennium and do not have checkin records (e.g., serial maps which are coded "p").

856 41 $3 v.1(1989)- $z HighWire $u http://uclibs.org/PID/3976 $x UC open access

856 41 $3 Selected article text for 1994- $z Publisher's website $u http://bibpurl.oclc.org/web/1004 $x UCSD open access

CONSER enhance practice: Adding 856 $u [URL] is optional. It is not general CONSER practice to record coverage designations/dates due to the volatility of the data. In cases where it is desirable to include coverage information or the name of the provider (when the domain does not clearly identify the provider), use $3. The $3 precedes the $u.

856 field (indicators 42) (Electronic Location and Access for related resource): See Related websites cataloging policy. SCP catalogers should not add 856 fields for related resources.

CONSER enhance practice: Do not add.

Ordering of multiple 856 fields: When multiple 856 fields exist on a record, order them according to the following hierarchy and alphabetize by provider name within each:

  1. Full text
  2. Full text with embargo/moving wall
  3. Full text closed holdings
  4. Selected article text (current)
  5. Selected article text with embargo/moving wall
  6. Selected article text closed holdings
  7. US federal document links
  8. HathiTrust links
  9. Related resources (UCSD only)

Example order:

856 41 $3 v.48(2006)- $z Ovid. Restricted to UC campuses $u http://uclibs.org/PID/112345
856 41 $3 v.46(2004)- $z JSTOR. Restricted to UC campuses $u http://uclibs.org/PID/123
856 41 $3 v.46(2004)- $z Project Muse. Restricted to UC campuses $u http://uclibs.org/PID/1234
856 41 $3 v.47(2005)- [Latest 12 months not available online]. $z Project Muse. Restricted to UC campuses $u http://uclibs.org/PID/12345
856 41 $3 v.48(2006)-v.49(2007). $z Project Muse. Restricted to UC campuses $u http://uclibs.org/PID/123
856 41 $3 Selected article text for v.46(2004)- $z Ebsco. Restricted to UC campuses $u http://uclibs.org/PID/1234
856 41 $3 Selected article text for v.46(2004)- $z Expanded academic ASAP. Restricted to UC campuses $u http://uclibs.org/PID/1234
856 41 $3 Selected article text for v.46(2004)- [Latest 5 years not available online]. $z Expanded academic ASAP. Restricted to UC campuses $u http://uclibs.org/PID/1234
856 41 $3 Selected article text for v.46(2004)-v.48(2006). $z Expanded academic ASAP. Restricted to UC campuses $u http://uclibs.org/PID/1234
856 41 $3 v.46(2004)- $u http://purl.gpo.gov/GPO/LPS282

CONSER enhance practice: Not applicable.

936 (OCLC/CONSER Miscellaneous Data):  WEST notes in the 936 field of the catalog record indicate other institutions that have committed to retaining that publication.

Catalogers do not need to notify Ryan when separating or consolidating records that contain WEST notes in the 936 field only of the catalog record.

CONSER enhance practice: Not applicable.

BRANCH CODING

When the branch code is "multi", "net" should be the last location. Use "net" by itself if the print version is not held by UCSD.

CHECKIN & ITEM RECORDS

Add checkin and item records to both NET and CDL records for all electronic journals. The presence of checkin records for electronic journals is necessary for creating LHRs in Worldcat.

Checkin record:

For NET records, use checkin record template: elec electronic.  For CDL records, use checkin record template: CDL Checkin.  Do not record holdings statements in checkin records for online serials.  As of November 3, 2005, the nnet checkin record may contain the following:

Fixed fields:

  1. LABEL TYPE: n (no label)
  2. C activity: a (active) or i (inactive).  If there are multiple points of access—as long as any one of them is active, use “a.”
  3. CAT TRMT: use "-" (default), "f" (fully analyzed), or "p" (partially analyzed) as appropriate
  4. LOCATION: nnet
  5. RLOC: n (not applicable)
  6. VENDOR: "none" or "cdl"
  7. ACQTYPE (C): if we have access that is completely open access, then record this as “g” (gift).  If any access to the subscription is paid, use the default of “p” (purchase).
  8. FORMAT(C): e (elec databases)

Variable fields:

  1. y 007 cr
  2. y 008 (field auto fills when added)
  3. Occasionally you will see some ERM information in the record (e.g.,  l  SLKe100012).  Ignore.
  4. WEST notes in the checkin record (583/983 fields) indicate UCSD's commitment to retention.  Though all UCSD WEST titles are retained at the bronze level, there may also be some gold level titles notes in the 983 field (these are Gold titles we could potentially send to other institutions).



    Catalogers should notify Ryan when separating or consolidating records that contain WEST notes in the checkin record.

Checkin record examples:

NET checkin

NET checkin record


CDL Checkin

CDL checkin record

Item record examples:

NET item

Use item record template: ielec disc electronic
All relevant fields will be pre-filled. You need only add your autostat(s). See Autostats for more information.

 

CDL item

Use item record template: iscp scp items
All relevant fields will be pre-filled. You need only add your autostat(s). See Autostats for more information.

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Last updated: August 8, 2017
Reviewed by: Serials Cataloging Fun Group, May 8, 2017

Approved by: Serials Cataloging Fun Group, March 10, 2017
Created by: Becky Culbertson, Sept. 8, 1997