CONSER Publication Pattern Initiative

CONSER Task Force on Publication Patterns and Holdings

CONSER Guidelines for Input of Caption/Pattern and Holdings Data

By Frieda Rosenberg
Revisions 2004 by Patricia Hatch
with contributions from John Hostage

Based on the MARC 21 Format for Holdings Data (Concise version)

TABLE OF CONTENTS

0. Definitions of terms used in the project

1. Scope of the project

• 1.1. What records are included?
• 1.2. What serials should have priority?
• 1.3. What data from currently published serials should have priority?
• 1.4. Which parts of a serial are to be included?
• 1.5. Data maintenance

2. Considerations for record building and maintenance

• 2.1. Field definition and purpose
• 2.2. Record length

3. General policies

• 3.1. Contribution methods
• 3.2. Data included in 891 fields
• 3.2.1. Sources of data
• 3.2.2. Currency of data
• 3.2.3. Completeness of data
• 3.2.4. Compliance with MFHD and ANSI standards
• 3.3. Maintenance of caption/pattern data
• 3.3.1. When to change an existing pattern because it is incomplete or incorrect
• 3.3.1.1. Seeded data
• 3.3.1.2. Participant-input data
• 3.3.2. When to update a pattern because of changes in the serial
• 3.4. Maintenance of bibliographic records when adding a new pattern

4. General procedures

• 4.1 Use of the OCLC 891 field
• 4.2 Storing or omitting older patterns and OCLC record length
• 4.3 Other procedures
• 4.3.1. The "Bremer Macro"
• 4.4 891 Multipurpose Holdings Field (R)

5. Instructions for using 891 to record captions and pattern data(85X)

• 5.1. Indicators
• 5.2. Subfields
• 5.2.1. Subfield $9 - Tag
• 5.2.2. Subfield $8 - Link and sequence number
• 5.2.3. Subfields $a-h - Enumeration
• 5.2.3.1. Examine the sources
• 5.2.3.2. Identify primary bibliographic units
• 5.2.3.3. Identify any secondary or lower bibliographic units
• 5.2.3.4. Input the captions for each level of enumeration in subfields $a through $f
• 5.2.3.5. Defining and inputting the publication pattern
• 5.2.4. Subfield $u - Number of units per higher level
• 5.2.5. Subfield $v - Numbering continuity
• 5.2.6. Subfields $i-m - Chronology captions
• 5.2.7. Subfield $p - Number of pieces per issuance
• 5.2.8. Subfield $w - Frequency
• 5.2.9. Subfield $x - Calendar change
• 5.2.10. Subfield $y - Regularity pattern
• 5.2.11. Subfield $z - Numbering scheme
• 5.2.12. Subfield $3 - Materials specified
• 5.2.13. Subfield n - Pattern note
• 5.3. When to input a new captions/pattern field
• 5.3.1. Changes in captions
• 5.3.2. Changes in pattern
• 5.3.3. Noting minor variations
• 5.4 Inputting caption and pattern data for supplements (Optional)
• 5.5. Inputting caption and pattern data for indexes (Optional)

6. Instructions for using 891 to record enumeration and chronology data (86X)

• 6.1. Indicators
• 6.2. Subfields
• 6.2.1. Subfield $9 - Tag
• 6.2.2. Subfield $8 - Link and sequence number
• 6.2.3. Subfields $a-n - Enumeration and chronology data
• 6.2.3.1 Subfields $a-h - Enumeration data
• 6.2.3.2. Subfields $i-m - Chronology data
• 6.2.3.3. Closing off the 891 $9 863
• 6.3. Inputting enumeration and chronology data for supplements and indexes (Optional)

7. Maintenance of other data in the bibliographic record

• 7.1 Inputting data for frequency/regularity (008/18-19, 310/321)
• 7.1.1 Frequency
• 7.1.2. Regularity
• 7.1.3. 310/321. Current/former frequency

Appendices

A. Abbreviations for Captions
B. Abbreviations for Names of Months
C. The Harvard Load
D. Sample Records With Publication Patterns Added

Questions? Contact the Project at: CONSERHOLD-L@cornell.edu

rev., dih 2/27/01

Correction history:
8/22/01, Corrected sections 6.2.3-6.2.3.3 to reflect changes and additions made to documents