MARC Holdings Records: Best Practices Recommendations & Procedures

 

 

Document status

APPROVED

Area covered

cataloging, serials management

Lead Author

Cataloging Task Force and Marcus Jun

Date

September 13, 2017

Revised

April 16, 2018

 

Background

The purpose of this document is to provide recommendations and general procedures for creation of holdings records for monographs and serials. Libraries may use templates provided in the Metadata Editor, but most units will probably want to create customized holdings templates to expedite the processing of similar materials. Best practices aim to ensure consistency in the encoding and display of holdings data.

Best Practices Recommendations

Resources

  • MARC Holdings Records for Serials (by Marcus Jun)

  • MARC 21 Format for Holdings Data

  • MARC Holdings Format Training

  • Creating Holdings Record with the MD Editor (Ex Libris)

  • Creating a New Template from an Existing Record (Ex Libris)

  • Holdings Records for Accession/Shelving Control Numbers (Israel Yanez)

Action log

 

Section

Point Person

Expected Completion Date

Last action taken

Next action required

Section

Point Person

Expected Completion Date

Last action taken

Next action required

Best practices recommendations and procedures for the creation of MARC holdings records for single-part and multi-part monographs, and serials.

Cataloging Task Force

Marcus Jun

Sep 13, 2017 

Presented and distributed to CSU technical services.

 

To be revised, as needed.

 

Revised to indicate that Alma default values for single-part items are accepted.

Resource Management

Apr 16, 2018 

Presented and accepted by CSU technical services.