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CHARACTERISTICS OF BISON BIBLIOGRAPHIC, AUTHORITY, AND HOLDINGS RECORDS



1. Bibliographic

   1.1. Bibliographic records and associated records are identified by a 
        system-assigned control number consisting of three alphas followed
	by four numerics. To date, bibliographic records have control
	numbers beginning with the letters A, C, D, and E.      	

   1.2. Bibliographic records are in one of  5 processing units:
	   GL   HL   LL   ML   PL

   1.3. Different bibliographic records which describe the same entity can
 	exist in multiple processing units. 
	   035 values can be identical.
	   Example: CHC1515 and CHC1516 	
	
	   035 values can be different.
	   Example: AAD7130 and EAH3596

	   One version can lack an 035 field.
	   Example: EBT8032 lacks an 035; EBV5124 contains an 035.
	
   1.4. Different bibliographic records can be brought together
        through fields other than the 035.
	   020 ISBN or 022 ISSN
           Example: EBT8032 and EBV5124 	
	  	
           010 LC card number
           Example: AAD7130 and EAH3596
		
   1.5. Different bibliographic records which describe the same
        bibliographic entity can have minor differences.
	   Examples: ABR8266 and EAD9488
		
	   or they can contain substantive differences.
	   Example:  CIG5603 and EAL3025
	   
   1.6. Records are in NOTIS (all references to NOTIS can also be assumed
	to be references to Ameritech) MARC as of NOTIS LMS Release 6.41.
   	Format integration has been implemented. 
 
   1.7. Fixed fields 
 	
      1.7.1. There has been no systematic effort to provide missing values
             in records which were added as part of the initial load in
	     1990. 
	     Example: ABC3843 lacks country code and various content
	     designations.
	
      1.7.2. The D/S field has been used to control public display (D) or
 	     suppression from public view (S); the presence of an "S" in
	     D/S is not dependent on a record status of "X" (record marked for
	     physical deletion) as displayed in the holdings record
	     Example of suppressed record not marked for deletion: CHF2312 
      
      1.7.3. It has been local policy to maximize the use of a single
	     record for holdings in multiple formats. In such instances
             records with fixed fields appropriate for print have been
	     used. 	
	     Example: CHC0723
	     An exception to this policy has been when a non-print format
	     is part of a microform collection.
	     Example of record for microform: CGC8370
	     Example of print record for the same title: AAY0737
	
      1.7.4. There has not be a consistent use of 007 fixed field data for 
	     non-print formats.	
	     Example of record with 007 field for microfiche: EDH6824
	     Example of record without the appropriate 007 fields: EDG7542
	
      1.7.5. There has also been insconsistent use of 006 fixed field data
             for indicating additional material characteristics.
	     Example of record with 006 field: EDS6882		

   1.8. Variable fields 

        1.8.1. Records have originated from multiple sources.	      	

        1.8.2. Records can contain multiple 035 fields.

        1.8.3. Records can contain 035 field data with no local relevance.

        1.8.4. Source of records
               OCLC records added through NOTIS loader in 1990 and later--
               035 field contains OCLC record number (OCoLC)ocm and
               immediately thereafter the eight digit number.  
               Example: CHF6418

               RLIN records added through NOTIS loader in 1990 and later--
               035 field contains RLIN record number (CStRLIN)NYBand
               variable letter followed by variable length record number.
               Example: ADF0311

               OCLC records added through the GTO--
               035 field contains (OCoLC)ocm and immediately thereafter
	       the eight digit number.
               Example: EDS5621	
	
               RLIN records added through the GTO--
               035 field contains RLIN record number (CStRLIN)NYBand
               variable letter followed by variable length record number. 
               Example: EBK6878
	
               Derived from local LC resource file--
               035 contains unique portion of four character NOTIS
                   processing unit and the record  number (LR)NOTIS record
                   number from which the record was derived.
                   Example: ECP2560

               Derived from local GPO file--
               Multiple 035 fields containing 1) GPO-assigned sequential
                   number gp space followed by variable length number, 2)
		   (OCoLC)ocm and immediately thereafter the eight digit
		   number, or, depending on the date when the record
		   was derived, only (OCoLC) and the eight digit
		   number, and 3) unique portion of four character NOTIS
		   processing unit and the record number (GP)NOTIS record
		   number from which the derived record was created.  
	           Examples: ECT5621 (record with ocm); ECY1594 (record
		   without ocm)

               Derived from a pre-existing record in the production region
               of NOTIS--
      	           035 field contains the unique portion of four character
                   NOTIS processing unit code and the record number 
                   (GL)NOTIS record number from which the derived record
                   was created.
	           Example: ECA7465

		Derived from a pre-existing record associated with a
		different processing unit--   
		   040 content reflects	OCLC sybmol of the original
		   processing unit.
		   Example: EDU8102	 
		
               Entered directly into NOTIS.
	           No 035 field
	           Example: ECB8345	

	1.8.5. Data in bibliographic records which may be invalid,
               out-of-date or incorrect and should not be used.

       	       Call number fields (050, 060, 090, 086, 099, 070, 072, 096)
               may not reflect local practice	      

	       Call number field may reflect practice of a different 
	       processing unit if record was derived from a pre-exisiting
	       record
	       Example: EDU8102	 
	 		
	       Location information (OCLC 049 or RLIN 950)
	
      	       Holdings information (OCLC 049, OCLC 852 or RLIN
               950)

	1.8.6. Obsolete fields, indicators, and subfields 

     	       There has been no systematic effort to remove obsolete
               fields, indicators, or subfields.
               Examples:  EAH3587  indicators in 260 field
                 ABF0846  indicators in 700 field

	1.8.7. Records lacking manadatory 245 field
	       The following records are know to lack the NOTIS manadatory		
               245 field. They contain a 924 instead of the 245.
	       EAM1760, EAM4065, EAM4408 	 	
	
	1.8.8. More than one subject heading scheme has been used.

	       LCSH coded 0 in the second indicator.
	       MeSH coded 2 in the second indicator.	 				
	       Local coded 4 in the second indicator.
	       NASA coded 7 in the second indicator.
	       Juvenile coded 1 in the second indicator.
	
	       It is also possible that other types have been exported
               from OCLC.		

	1.8.9. Local uses of fields

	       A 730 field has been used for internal control purposes,
               e.g., "nocopy" to allow for retrieving with a single search
               all titles in the backlog forwhich there is no catalog
               copy available or "web resource" to allow for identifying
               all web sites represented in the catalog.
		
	       An 035 field has been used by HL for a variety of internal
	       control purposes. These include HSLCO; HSLCTS CAT		
	       Example: CHF3817
		
	       Appropriate HL records contain a 690 "History of
  	       Medicine Collection."
 	       Example: CAB5021
	
	       As appropriate, HL records contain 690 fields for the
	       subject heading "Quotations."	 
	       Example: ACC7140 

	       A very large number of PL records contain one or more local
               fields. 700 fields containing "auxilium." 500 or 590 fields
	       beginning "Paperbound" or "bound in." 500 or 590 fields
	       "Dust jacket blurbs," "Rear cover blurbs," "Blurbs by,"
               or "Blurb by." 
               Examples: EAY8894  EAD5840

	       Records for all processing units	can contain 590 fields
               containing local information, e.g., copy number of limited
	       copy run.	
	       Example: EAA6319
	
	1.8.10. Fields for accessing Internet resources

	       For Internet resources the URL was initially provided in 
	       in the 538 field as well as in the 856 field. Subsequent
               practice was to use only the 856. 
  					 

2. Copies

   2.1. The NOTIS copy holdings record provides the cataloging status of
        the bibliographic record.  The full range of codes as defined
        by NOTIS has been used.  The only relationship between the
        cataloging status value and whether the record is marked for
        display in the OPAC or is suppressed is in the use of status x.
        The use of "x" should always result in the use of "S" in the
        D/S fixed field. The converse of that is not true since all 
	suppressed records are not candidates for deletion.   
	   NOTIS codes= a    on order, not received or cataloged 
	    	        b    received and in cataloging backlog
		        c    not to be cataloged
                        d    cataloged separately with the use of
                             this code generating a pubic message;
			     Health Sciences has used "c" instead
		             of "d" for this purpose (Example: AAA9426)
		        e    manually cataloged (may not have been
                             used)
	                f    cataloged temporarily with a brief
                             record, cataloging copy found
	                g    cataloged temporarily with a brief record,
                             cataloging copy not found
		        h    cataloging completed (the most common code)
		        x    not held (record is marked for deletion)

   2.2.  The AD (action date) field has been used to drive the expired
         action report.   

   2.3.  Record level, as opposed to copy level, notes have been added to
         NOTES field which precedes the listing of copies.

         2.3.1. These notes can explain why a record has been marked for
                deletion.	   

         2.3.2. Can be information used to explain other action which has
                been taken with the record.

         2.3.3. Can be information which was loaded as part of the
                original database load in 1990 or is information 
                added later both categories of which are of no value.
 
	 2.3.4. Information added to aid in processing; information needs
		to be retained or captured. 
                Examples: CHC8422 and ADC2136
		 
   2.4.  Copy holdings records contain numbered lines to which copy
         information can be added.

	 2.4.1. The copy status code explains the status of the copy; the
                system defaults to 0 for a monograph and to 2 for a
                serial; local use of codes 2 and 3 differ from the way in
	        which NOTIS defines the codes.
                0   single volume  (copy has not been received or has
                    been withdrawn)
       		1   single volume, complete (item received)
       		2   multivolume work received currently (used for any 
                    multi-part work, monographic or serial, which is
                    received on an ongoing basis; could be received as a
                    depository item or as a gift with no associated
		    order/payment/receipt record, or could come as part
		    of an ongoing order)
                3   multivolume work not received currently (used for the
                    same type of material as status "2" when the copy is
                    not received on a current basis

	 2.4.2. A code to indicate the classification type for the copy

		2.4.2.1. Class types which have been used
	
          		 A   no classification since item has not been
                             received or the copy statement has never been
                             used
			 B   National Library of Medicine (NLM)
			 I   copy is in process; there is no call number
                             or call number substitute.	
			 L   Library of Congress (LC)
			 S   SuDocs (has also been used for Canadian
                             documents classification)
		         T   local class schemes and local schemes (has
                             been used for a local scheme used in the 
			     Poetry/Rare Books Collection, local 
			     classification in the Law Library, and New 
			     York State documents classification; this 
			     class code has also been used when it has
			     been considered necessary to collocate a 
			     collection, e.g., Hartman Collection, 
		             material available through a particular
			     electronic product, e.g., in ABI Inform,
			     or format such as by Electronic Journal means
			     of a call number substitute). 	  
			 T   an additional use as been for the Dickinson
			     Classification for music scores. Prior to
			     2000 it was the practice of the Music
			     Library to use all characters called for in
			     the classification scheme, but several of 
			     these characters could not be indexed by
			     NOTIS. In 2000 the following corrective 
			     measures were taken: substituting (flat) for
			     flat symbol; substituting (natural) for the 
			     natural symbol; substituting "no." and the
			     appropriate number or /appropriate number for
			     numbers expressed as superscripts;
			     substituting forward slashes for brackets.
			 U   used for call number substitutes or to
                             explain where there is no call number
		             Example: EAY9400      
		         Y   Accession type numbers or microform numbers
			     in the Music Library
		             Example: EAJ2259 

			 Y   Accession type numbers in the Health Sciences
			     Library
	                     Example: EBJ0143
				
	                 Z   no call number; copy has been "turned off" so
                             as not to display in the public mode
		             Examples: AAZ9976  copy is turned off since
                               it has been withdrawn; bib record is not
                               suppressed since there are still one or
                               more active copies ABA9345 all copies have
                               been withdrawn and the copy statements
                               turned off; the bib record is suppressed
                               from public view but the record is not
                               marked for deletion

		2.4.2.2. Class types which are not to be used

		         C   Alternative NLM
     		         D, E, F,  Dewey and two alternate codes for Dewey
		         M   Two alternate codes for LC
		         O   Alternate other classification scheme
		         R   Alternate code for SuDocs
		         X   Drives a message "No call number Ask for
                             shelf location" Although the code was to be
			     restricted to an undetermined number of
			     records which loaded with the code and may
			     still have it, there are additional instances 
                             when the code was used: with Health Sciences  
                             and Law records for non-displaying office
			     copies
  		
	 2.4.3. Locally-established location codes entered in subfield
                a are intended to accomplish several purposes.  Although all
		codes on the list are valid, there may be some for which
		there are no associated records.
 
		2.4.3.1. To identify the location of an item via a 
                         meaningful code, e.g., "lo" for Lockwood Library,
                         "la,p" for Law Library periodical, or "sedm" for
                         a government document microform located in the
                         Science and Engineering Library.

                2.4.3.2. To promote clarity as to the location of material
                         and to facilitate the generation of lists of
			 holdings in specific locations and by having 
                         unique codes for all major areas of the 
                         Libraries' collections.

		2.4.3.3. To allow for circulation policies unique to a
                         location code .

		2.4.3.4. To satisfy a NOTIS system requirement that there
                         is a location code if there was ever an MHLD
                         or item linked to the copy statement a series of
			 codes were created:
                         gl,del   hl,del   ll,del   mu,del   pl,del
	 		 Example: ABA8313			
		
	 2.4.4. Location codes have been supplemented by the use of data
                entered as subfield k  (list of established wording
                exists).  Variations will also exist since the field is
		free text.  Although information in a subfield k displays 
                to the public as if it is part of the call number, it is 
                not indexed as part of the number.    	
		 
	 2.4.5. Call numbers are subdivided into a leading subfield b
		followed by up to 4 subfield c.

	 2.4.5.1. Call numbers can also be subdivided by semicolons.
		  Example: EAG7093	

	 2.4.5.2. Call numbers can contain textual data.
		  Example: CAF0485

	 2.4.6. The final element of the copy statement string can be a
		subfield v which is used to inform staff how a volume of
                the title should be labeled; this information does not 
                display to the public.
       		Example: EAZ7572		  			
	
	 2.4.7. Multiple copy statements on a copy holdings record can be
       		identical or there can be a wide range of variations.
       		Examples:
			EBT2976  multiple copy statements with
			  same location and call number
			ACX1752  mutiple copy statements with same
			  location and call number plus a copy statement
		 	  which has been turned off
			ADC2136  multiple copy statements all with
			  different locations and call numbers.  Some of
			  the copy statements also contain subfield k 
                          information
			EAY9400 examples of records which contain textual
			   substitutes for call numbers
			CHC0723 contains copy statements for different
			  formats

 	   	
	 2.4.8. The notes area which follows each copy statement has been
		used for a variety of purposes.

		2.4.8.1. Information on creation and maintenance of linked
         		 MHLD gives initials and date of staff member who
         		 created the MHLD and in many instances the
                         initials and date of the staff member who 
                         made the most recent changes to the MHLD.  
                         Example: ADC2136

		2.4.8.2. Codes which drive a controlled display in the 
 	 		 public mode (some of the codes may be out-of-date
                         or may never have been used).
			
  			ci:bd   Current Issues in Lockwood Bus./Govt Doc
				 Reference (GL)

  			ci:cd   Current Issues at Circulation Desk 
              			(all processing units)

 			ci:dp   Current Issues on Display (ML)

 			ci:jl   Current Issues in Current Journals (HL)

  			ci:ll   Current Issues in Loose-Leaf Room (LL)

  			ci:ls   Current Issues in Library Studies Periodicals 
				(GL)

  			ci:mi   Current Issues Retained until Microform Received 
              			(all processing units)

  			ci:mn   Current Issues at Microforms & Newspapers Desk    
	
			ci:pr   Current Issues arranged by title in Current Periodicals

  			ci:re       Current Issues on Reserve (all processing units)

  			ci:rf       Current Issues in Reference (all processing units)

  			cr          Currently Received (all processing units)

  			msg         This copy is missing  (all processing units)

			sc	    Subscription cancelled (all processing
				    units)	  			

			se          Search individual Author/Title for
				    items in this series (all processing
				    units)

			svf         Superseded Volumes in Law Storage for five
				    years (LL)

  			svs         Superseded Volumes in Law Storage (LL)    
 
  			tm          Shelved as Topographic Map (GL)

  			tpo         Ask for Assistance in SCI/ENG Map Room or 
				    SCI/ENG Reference (GL) 
 
		 
		2.4.8.3. Free text messages for display in the OPAC have
			 been generated by preceeding the text with "um="
	 		 Examples: ECV1500 and EAZ4063.	

		2.4.8.4. A highly significant use of the "um=" convention
			 has been for bound-withs. The text "For
		         circulation status enter k=[the BISON record
			 number] has been used following "um=" in order
			 to direct the user of the catalog from a record 
			 for which there is no linked item record to the
			 record which does have the linked item record
			 and the circulation status.	

		2.4.8.5. Processing instructions which do not display 
                         to the public have also been entered in the notes
			 area.  
         		 Example: ADC2136

		2.4.8.6. The notes area has also been used for soft 
               		 order linkages (the order is associated with 
                         a record other than record which covers the 
                         specific item).
	 		 Example: EAT6733 		

		2.4.8.7. The code "msg" which results in a public 
			 message of "This copy is missing" has been
			 used in the copy note area when there is no 
			 linked item record. 				

		2.4.8.8. Free text status notes which do not display 
                         have also be added to this area. Examples are 
			 "hldg" to indicate that holdings have been added
			 and "sws" used as a note to staff that the copy 
			 is for a set or serial issued within a series.	 

	2.4.9. 	Blank or deleted copy statements or copy statements
                which have been turned off can occur as the first copy or
                as intervening copies.
		Examples:  ABA8313 and AAC9474 
	
    2.5.  Information copy statements have been added by some processing 
	  units.
	  Example: EAT4081 			

    2.6.  Dummy holdings records have been created for database repair
          purposes. Such records have a record level note which begins
          with "this is a dummy holdings record...." Records identified 
	  with this note are EAS9796 (ML); EAT5664 (ML); CAU3625 (GL);
          EAS1966 (ML); ADN7614 (GL); EAW6244 (ML).
	  	
    2.6.1. There are additional dummy records which are not retrievable
	by record number. Records identified with this note are ABB3385
        and EAM3270 (for this record number there is an ML record and a
	dummy GL record. It is impossible to retrieve the holdings
        screen for ECL1734. Other know records for which the holdings
        screen cannot be retrieved are EDM4012, EDM4177, EDM4186, EDZ0314, 
        EDZ0315, EDZ0317, EDZ0318, EDZ0319, EDZ0331, ECH5148.

    2.6.2. One record know to be corrupted is EAG3549. Record EDV8692 does
        not contain a 245; the STAT is "D" and cannot be changed. 

    2.6.3. These ML records cannot be edited. EBY0774, EBY0779, ECK3591,
        ECM4017, ECR6213, ECS3880, ECS7498, ECS7542, ECS7551, ECT0162,
        ECT3953.

3.  Holdings
   
    3.1.  NOTIS implemented the MARC format for holdings by establishing 
          the MHLD record.  The MHLD provides a means for recording
	  holdings for multipart works regardless of the format of the
	  bibliographic record.
	
    3.2.  The MHLD has fixed fields,
	3.2.1.  With one exception providing values is optional
	   	E/L (encoding level) Unlike other fixed fields, completing
	            this one is mandatory.  All BISON records should have
	            a value of "4."
		    Example: CHD1520-001 		
	 	R/STAT (receipt status) "4" for titles received currently;
		     "5" for titles which are not received currently or
		     for titles which have pocket parts, supplements,
		     replacement volumes, or looseleaf releases; "7"
		     for titles not retained 
	            Examples: CHF1488-001  ECN1446-001		
		MTHD (method of receipt) Locally "u" (unknown) has been
	             used for titles which were added to BISON prior to 
		     the implementation of the MHLD and which are not 
		     received currently; for all other titles, including
		     titles which are recieved currently, the appropriate
		     method of receipt has been used (p=purchased;
	       	     g=gift; d=depository; e=exchange). 				   	 

		G/RTN (general retention decision) "8" if all holdings are
		      retatined; "6" if latest edition only retained.
                      There have also been infrequent uses of "2" and "5."

		S/RTN (special retention decision) Law (ll) has used 
		      this field whenever "6" has been used in G/RTN; 
		      see ECX6385. For HSL (hl) usage, see CHF4015. 
		
		CMPLT (completeness) values of "0"-"4" have been used.
		
		LEND (ILL lending policy) values of "a," "b," "u," and "?" 
		     have been used.

		REPOL (ILL reproduction policy) values of "a," "b," "u,"
		     and "?" have been used.

		LAN  (language used in piece designators) the appropriate 
		     language code has been used.

	3.2.2.	MHLDs were generated through a conversion program when
		NOTIS introduced the record.
		Optional fixed field information may not have been
		completed in all records.
		Example: CHD1520-001
	
	3.2.3.  MHLDs are created on an ongoing basis.
	
	3.2.4.  An optional fixed field line (007 field) can be added for 
		a copy held in a format other than paper.
		Example: CHC0723-003
		007 fields have not been completed for all copies held in
		a format other than print.
		Example: ABA0657-004

    3.3. There are several variable length fixed fields defined for the 
	 MHLD. Local practice has been to follow the 866-868 fields, as 
	 suggested by NOTIS. Some other NOTIS institutions have used 85x 
	 fields.

	3.3.1. The 866 field is used for holdings data for the
	       basic bibliographic unit.
	       Example: EBQ0445-001
	    
	3.3.2. The 867 field is used for holdings of supplements. Inasmuch
	       as the 867 field generates a public label of SUPPLEMENTS,
	       no form of the word "supplement" is used in conjunction with the
	       867 field. 
	       Example: ECC4942-001	
	
	3.3.3. The 868 field is used for collective indexes.  Inasmuch as
	       the 868 field generates a public label of INDEXES, no form
	       of the word "index" is used in conjunction with the 868
	       field.    	
	       Example: EDJ5964-001

	3.3.4. Free text notes can be added to the 866, 867, or 868.
	       If preceded by a "z" these notes display to the public.
	       Example:		       	
	       If preceded by an "x" these notes do not display to the 
	       public.
	       Example:		  				
	
	3.3.5. As local practice the following additions have been made to 
	       the 866, 867, and 868 fields between the subfield "8 0"
	       and the subfield "a" when the MHLD record is created
               online.  MHLDs created through the conversion program lack
	       this additional information.	
	       866    |x B
	       867    |x S
	       868    |x I		
		
	3.3.6. The 852 field can provide the a title under which
	       holdings are shelved when the title does not agree with
	       title in the bibliographic record.	
	       Example: CHC7934 		
	
	3.3.7. NOTIS has also defined the 899 field which can be used for
	       recording basic holdings, supplements, and collective
	       indexes in a single field.  It has not been local policy to
	       use this field.	

    3.4. Holdings are recorded according to level 4 of the ANSI standard
	 for serial holdings.
	
	 3.4.1. Holdings can go to the issue level.
		Example: AAB3345-001

	 3.4.2. Holdings statements are balanced, e.g., same elements are 
		present on either side of the dash.
		Examples: CHF9814-001  CHD5483-001 		

	 3.4.3. Punctuation is used.
		:  to separate levels of enumeration
 	        (     )  to enclose dates
		,  to indicate a gap in holdings
		;  to indicate that is not a gap in the way the pieces
		   were issued or to indicate a change in the way in which 
		   pieces are designated by the publisher		 
	           Example: CHF9814-001 illustrates all of the above
	        =  to indicate parallel numbering

	3.4.4. An equals sign (=) has also been used to relate series
	       numbering to secondary numbering, e.g., a serial or 
	       monographic set is issued as numbers of a series and
	       the call number is based on the series.
	       Examples: ABB5447  EBU5488	
	 	
	3.4.5. Holdings can be entirely textual.
               Example: ECL2426-001		 
 
	3.4.6. There can be a message in lieu of holdings.
	       Example: CHB9321-002

	
4.  Item records
    
    4.1. There are two type of NOTIS item records: linked and unlinked.
 
    4.2. Linked item records

         4.2.1. Linked item records are linked to a copy holdings
	 	statement and are identified by the BISON record number,
	 	the copy statement number associated with that BISON
	 	record, and the item number associated with that copy
	 	statement.
	 	Example: AAG9323-001-0001
		
	 4.2.2. For each copy of a single volume work there should be
	        no more than one linked item record.
		Example: AAG9323-001-0001
		Multiple copies of a single volume should have one linked
		record per copy.
		Examples: ACW0899-001-0001  ACW0899-002-0001 
			  ACW0899-003-0001
		
	 4.2.3. The temporary location field in linked item records has
                been used to indicate where an item is located
		temporarily.  Codes used as official locations in a copy 
		holdings statement can also be used as a temporary
		location.
		A location which was in the copy holdings statement is
		placed in the temporary location field automatically if
		the location code in the copy holdings statement is
		changed while a linked copy is charged to a patron.	  	
	       			
	 4.2.4. There is a field for the barcode which is associated with
		the item record.
		Example: AAG9323-001-0001
	 
         4.2.5. There can be multiple barcodes associated with a single 
		item record		
		Example: ACZ9262-001-0001
		This example also illustrates a situation which exists
		with an undetermined number of records. Unlike most item
		records which contain multiple barcodes, the first listed
		barcode in ACZ9262-001-0001 is not the one in use. The
		second barcode is the one contained on the physical item.	

	 4.2.6. A linked item record does not require a barcode.
		Example: EAB2950-001-0001
	        Some item records without barcodes have been created for
		multi-volume works in the History of Medicine Collection.
		Example: 	

	 4.2.7. The field for loan code defaults to "norm."  No other
		values for that field have been used locally.
		Example: AAG9323-001-0001
	
	 4.2.8. The field "PIECES" has been used to indicate the number of 
		physical items associated with the item (number of pieces
		as used in conjunction with this field is not to be
		confused with multiple volumes of which each has their
		own item records). Multiple volumes can include loose 
		charts or plates which are included with the item.
		Example: ECU4334-001-0001

	4.2.9.  Review flags for both circulation and cataloging can be
		set.
	
	4.2.10. An action date can be entered which generates an expired
	  	 action report after the date has been passed.

	4.2.11. There are several status codes which can be used.
                A   active copy
		I   inactive cop (used in conjunction with item
		    subrecords)
        	W   withdrawn (the proper procedure has been to change
	            the status to "W" only if the piece with that barcode
		    is in hand and is being withdrawn from a collection) 
        	O   orphaned (local procedures have not called for using 
	            this code) 
		D   deleted (local procedures have called for using this
		    code only if the item record was created in error
	            and the piece is in hand and has never been released
		    from a technical services area).
		    	
	4.2.12. Linked item records can have a sub status when a sub
		record has been created. The temporary location field can 
		be used in the sub record while it was not used in the
		original record.
		A   active copy
                I   inactive cop (used in conjunction with item
                    subrecords)		
		Example: AAR0950-001-0001

	4.2.13. The free text NOTE area has been used by technical
		services and circulation areas.
		Examples:                  (Circulation)
			  ABU4670-002-0001 (Technical Services)
	
	4.2.14. Copies of multi-part works require separate item records for
                each physical piece, all linked to a single copy statement.
		Example: ABB9477-001-0001 ABB9477-001-0002
			 ABB9477-001-0003
		Example: CHC2706-001-0029

	4.2.15. Mutliple copies of multi-part works require separate copy
		statements and item records for each physical piece linked to
		the appropriate copy statement.		
		Example: ABA2702-001-0001  ABA2702-001-002	
			 ABA2702-002-0001  ABA2702-002-002

	4.2.16. The numbering of linked item records for multi-part works 
                is driven by the sequence in which the item records
		were created. Any correlation between the numbering of
		the item records and the bibliographic numbering of the
		physical pieces is only coincidental.   
		Example: ABC0724-0010-0001 - ABC0724-001-0012

	4.2.17. Linked item records for multi-part works differ from
		those for single volume works because item records for
		multi-part works contain information in the ENUM/CHRON 
		field and in some instances also the MIDSPINE field.
		Examples: ABB9477-001-0001 (use of ENUM/CHRON)
			  CHC2706-001-0029 (use of ENUM/CHRON and 
				MIDSPINE)

	4.2.18. In Geac the UGL circulation area linked barcodes to
                manual charge cards when the actual items were missing.
                These records transferred to NOTIS. Explanatory notes
		were added to the NOTIS item records.
		Example: ABX0392-001-0001


     	  4.3. Unlinked item records	 	
	
	       4.3.1. Unlinked item records are not linked to a copy 
                      holdings statement and are identified by a NOTIS
                      numbering scheme unique to unlinked item records.
		      Example: AZ20028-001-0001
  
	       4.3.2. Unlinked item records are created to allow for the
                      circulation of an item which has never been linked.
		 	
	       4.3.3. Unlinked item records are created for non-library 
		      material which is placed in a reserve collection.
		      Example: AZ08549-001-0001
		 		
	       4.3.4. Unlinked item records have used in the circulation
	              of material borrowed via ILL.
		      Example: AZ05148-001-0001
			 
	       4.3.5. When an unlinked item record is discharged it is
                      routed for relinking to a copy holdings record.
                      The item record then becomes a linked item record
                      and is assigned a record number based on the copy
		      holdings record and copy statement to which it is 
		      relinked.	

	       4.3.6. Unlinked item records have been created for
		      training purposes.
		      Examples: AZ01006-001-0001  AZ01011-001-0001
        	      These and other records of this type were deleted
	              in April 2000.
	     
	       4.3.7. The status of some unlinked item records has been
                      changed to a W (withdrawn) if the item record was 
		      created for material which is not be linked (e.g.,
		      unbound issues of government documents periodicals).	
		      Example: 

	       4.3.8. Unlinked item records which appear to be valid
                      have been created without a barcode.
	 	        
	       4.3.9. The status of unlinked item records created
		      without a barcode and, therefore, never charged, 
 		      has been changed to a D (deleted).

	       4.3.10. Some unlinked item records have been created for
		       the purpose of indicating that an item is lost
		       and that a patron has been billed with the
		       circulation transaction blocking the relinking 
		       of the unlinked item record.
		       Example: AZ20028-001-0001
		
	       4.3.11. Unlinked item records can contain information in
		       the notes field
		       Example: AZ20028-001-0001
					

5.   Authority records
	
     5.1. Authority records are identified by a system-assigned control
          number consisting of three alphas followed by four numerics. To date,
          authority records have control numbers beginning with the 
	  letter B.
	
     5.2 There are two types of NOTIS authority records: provisional and
	  full.

     5.3. Provisional authority records 	

          	5.3.1. Provisional authority records can be identified
          	       by the E/L fixed field value of "o"	 	 
		       Example: BBT7334		
			
		       The H/ESTAB fixed field, which provides a value of 
		       "c" was not used for coding authority records as
		       provisional.		 	

	        5.3.2. Provisional authority records were provided by BNA
		       as part of the authority control processing which
		       they performed prior to the initial loading of the 
		       database.  These records were created by BNA when
		       an LC record could not be found.  The form of the
		       heading used in the records was taken from our
		       bibliographic record.
		       Example: BBT7334	
	
	        5.3.3. Some provisional authority records were provided
                       in error, (the form of the heading in the bibliographic
		       record is incorrect, BNA failed to catch the error
		       and change it as part of their manual review, and
		       a provisional heading was created using the
		       incorrect form from the bibliographic record); some
		       are not needed (an authority record was provided
		       for a periodical title when the title is not used
		       in any field other than a 24x field).

	        5.3.4. More than one provisional authority for the same
		       heading may have been provided.
		       Example: BDL3311 and BBV7718

	        5.3.5. Provisional authority records contain incomplete
		       fixed field data with question marks replacing
		       appropriate values in some fields.
		       Example: BBT7334

	        5.3.6. Provisional authority records contain incomplete
		       fixed field data with most of them containing only
		       BNA-supplied data as the LC control number ("nLN"
		       followed by a BNA-supplied number) and the heading
		       in the form which it was found in the
		       bibliographic record.
		       Example: BBT7334	
		
				 		 	 
    5.4. Full authority records
	
	      5.4.1.  Full authority records can be identified by the
		      fixed field value of "n" (record contains necessary
		      authority data) or "r" (record created from an
		      existing authority record).
		      Example: BGY2769	   	

	      5.4.2.  Full authority records contain completed fixed
		      fields for heading use: NAME  SUBJ  SER
		      values: a (heading is appropriate for use, but has
		      		not yet been used in this capacity)
			      b (heading is not to be used in this
				capacity)
			      c (heading has been used in this capacity)
		      Examples: BGY2769  BAQ1963  BGU1399

              5.4.3. Full authority records can include fields which
		     create cross references and references to earlier
		     and/or later forms.
		     Examples: BAQ1963 (cross references)
			       BHK7658 (cross references and earlier form)
	
              5.4.4. Full authority records can contain a source data
		     field (670 field).
		     Example: BDU6500
	
 	      5.4.5. There can be non-public notes (667 field) which
		     have been added locally.	
		     Example: BGW2947
	 	
	      5.4.6. When a full authority record has been modified
		     locally, date and staff member's initials have been
		     added in 690 field. This practice was subsequently
		     dropped except for series authority records.
		     Example: BDQ5690
      
	      5.4.7. The 690 field has also been used to record local
		     information.
		     Example: BGM9927

		 
     5.5. There can be multiple full authority records for same entity.
	  BAS2077 is an LC name authority record; BHB5606 is the same
	  authority record modified locally to reflect practice peculiar
	  to one local technical services operation. Additional
	  modifications to authority records have occured when a 
	  subfield c has been added to indicate the particular role a
          person can play.  BGP5460 includes as a subfield c "vocalist."
	  BGW2947, BGH9507, and BGH9508 are examples of this. All three of
          these authority records carry the same LC control number which
          is valid only for BGW2947.

     5.6. Authority records are created by the processing unit which adds    
          the first record in which the heading appears. For a number of 
	  years the policy was that an authority record continued to be
	  associated with that processing unit as long as the heading
          appeared only is in bibliographic records for that processing
	  unit. And once the heading had been used by a second processing unit 
          the association of the authority record was changed to GL. That
          policy was dropped. Authority records can now remain associated
          with any processing unit.
	  Example: BHB5606

     5.7. Authorized staff can "claim" an authority record from another
          processing and change the association to GL while all uses of
          the heading may be with records belonging to the non-GL 
          processing unit.
	  Example:  BAJ0144
	
     5.8. Some headings lack authority records.
	  Example: Pariani, Laura, 1951- (ECS4428 and ECW4401) 

     5.9. All uses of MeSH lack full authority records.
	  Example: The heading Hypersensitivity has a provisional
	  authority record (BAB5215).

     5.10. An undetermined number of authority records have been
           marked for deletion by changing the second character in the 
           STAT fixed field to an uppercase "D."  These records are then
           retrievable by record number only.
 
     5.11. Authority records can exist without any associated
	   bibliographic records. 
	   Example: BDM1238

     5.12. Authority history records are used to explain complex
	   situations associated with one or more headings.
	   Example: BAR4813	

6. Addendum

     6.1.  Location codes	

     6.2.  Subfield k	



John Edens
Document date May 17, 2001