Bound-withs: Creating a Host Bibliographic Record

Background

This procedure was created in support of, and in accordance to, the Bound-withs policy. If the need to create host bibliographic records arises, CSU libraries should create an Institution Zone record template for host bibliographic records. See also Working with Templates (Ex Libris Knowledge Center).

Procedures in Alma

1. Create a host bibliographic record in the Institution Zone in Alma.
   
   
   

2.  

   1. Make sure the records for the constituent units (the individual titles bound together in the volume) are in the Alma NZ and linked to your IZ.

   2. In the Metadata Editor, check File > Options and make sure placement of a new record will be in the Institution Zone.

   3. In the left pane, click on Templates, then expand MARC21 Bibliographic, expand Shared.

   4. Find and click on the template Boundwith.

   5. Click New from among the options that appear.  

   6. Edit field 245 :  Multiple titles bound as a single volume with the barcode [insert barcode].  Scan the barcode on the boundwith volume.

   7. For each title in the bound-with, edit/add a field 774 to the host bib record in the order of the titles as they appear in the boundwith.  Indicators are 1_ (one, blank).  
      Example:  774 _1 |t Type title proper here |w IZ-MMSID (ensure this is the IZ MMSID, and not the NZ MMSID ending in 2901)

   8. In the Tools menu, select Set Management Tags and click Suppress from Discovery.

   9. Save the bibliographic record.
      
      Example of fields in a host bibliographic record:
      
            245 00 |a Multiple titles bound as a single volume with the barcode 30600001524124
            774 1_ |t The budget in brief. |w 99155412530101671
            774 1_ |t The federal budget in brief. |w 99162676790101671
      
      
      

3. Create inventory
   
   
   

4.  

   1. Add inventory records only to the host bibliographic record.

   2. Do not create inventory on constituent bib records as part of this boundwith-related process. The constituent bib records may have additional copies that are not bound-with, in which case you will see inventory directly attached to a constituent bib record.

Linking of constituent records to a host bib records requires that the MMS - Build Record Relations job run successfully (scheduled daily). You will not see links in Alma or Primo until this job has run.  If you encounter broken bound-with links, follow the Fixing Broken Bound-with Links in Migrated Records procedure.

Action log