Adding Holdings and Items in Voyager: Monographs and Booksets
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Princeton University Cataloging Documentation

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Index
Voyager cat procedures

Importing records into Voyager (including exporting from OCLC/RLIN)

Adding holding & item
  Monograph & bookset
  Serials

Brief records for Circ, Reserves & Local cat.
  Creating
  Local guidelines
  Reserves guidelines

MARC guide
  Brief Reserve records
  Brief Circ records
  Brief local records

Relinking items

Changing location

Adding multi-piece serials volumes

Adding Holdings and Item records to Voyager for monographs and booksets

When in doubt or if there are any questions regarding this procedure, contact Catalog Division.

Use this procedure for objects which have a bibliographic record in Voyager, but are lacking either the holdings record (location, copy) and/or item record (barcode). This procedure applies when adding volumes to a nonperiodical title, but NOT when adding additional years or volumes to a periodical title (serial).

  • Logon to Voyager cataloging module.

  • Call up the record. The most efficient search for this procedure is by call number.

    If you don't find a match, check with your supervisor. If a bibliographic record really doesn't exist, create a circ-on-the-fly record, which will consist of a bib, mfhd and item. See the Creating records for circulation, reserves and local cataloging procedure.

    • For Reserves work or with book in hand: Examine the book and the bibliographic record to ensure that you are adding your copy to the correct record. Verify author (100 field), title (245 field), and publication date (260) as needed.

      OR

    • For circulation work with bookcard/form: Using the information on the bookcard or form, examine the bibliographic record and make sure that the call number matches exactly. Verify the author and title (100 and 245 fields).

    Accept the bibliographic record as is. Do not make any corrections to the record. For problems, contact Cataloging Unit 5.

  • Click on the "Show associated records" icon to display the bibliographic tree. Examine the holdings and item records. Check to see if your item already exists.

    If there is no location and/or copy number which matches yours you will need to create a holdings record and an item record.

    If there already exist a holdings record with a location and copy number which matches yours, but without an item record (barcode), you will need to examine the holdings record for accuracy and create an item record.

    NOTE: Make sure that you work with fully cataloged records. Do not add holdings records and/or item records to brief (GeacMerge) records.

  • Adding and displaying holdings records
    There should be a holdings record for each copy that the library owns. E.g. One holdings record for (sg) copy 1 and one holdings record for (sg) copy 2.

  • Click on the "Get Hldgs" icon to display a holdings record. Examine it for accuracy according to the guidelines listed below.

  • Click on the "New Hldgs" icon to create a holdings record. The holdings record (mfhd) template will display. Follow the guidelines for entering information below.

    To edit a field: Use the usual Windows cut/copy/paste and overwrite capabilities.
    To add a field:
         Use the F3 function key to add a line above the selected line.
         Use the F4 function key to add a line below the selected line.
    To delete a field, select the entire field and hit the delete key.
    To insert a delimiter symbol use the F9 function key.

  • When working with booksets you must change the "Type of Record" in the fixed fields part of the holdings record.
    • Click on the Leader button on the holdings record.

    • In the type of record drop down box, select multipart item holdings.

  • 852 field (location and call number field)

    Examples:
    852 0   |b sg |h QE350 |i. I5 1990
    852 0   |b sg |c Oversize |h QE350 |i. I52 1993q
    852 0   |b res |t 50 |h DG225.B79 |i B747 1995
    852 8   |b f |t 2 |h3225.1132

  • Indicator 1: Must have either a '0' (zero) for the Library of Congress classification scheme, an '8' for Richardson classification, accession numbers and others, or an '3' for Sudocs numbers.

  • Indicator 2: We will leave blank. Do not delete a '0' (zero) if there.

  • The location will be in a |b subfield
    The location must be in lower case. If you need to change the location, place the cursor at the beginning of the location, manually retype in a new location and delete the old location, or with the cursor in the |b field press ctrl/L and choose your location from the list. If you get an error message related to the location, and your location is in lower case, consult your supervisor.

  • Type in the following subfields in this order: (See examples above)

    |b = location
    |t = copy number (for any copy beyond the first. Copy 50 and higher are used for Reserve items)
    |c Oversize (if required. Also put the size symbol at the end of the call number)
    |h = class number
    |i = shelflist / cutter number. This is the last part of the LC call number that starts with a letter. It represents the main entry for the item. Not needed for non LC call numbers

  • 866 - If you are working with a bookset there must also be an 866 field in the holdings record, (which in NOTIS was in a separate MARC holdings record)
    • If you are working with an already existing holdings record.
      Check the 866 fields, this field should reflect your holdings.

      Example:
      866   0 |a Vol. 1-v. 2 (update this field to reflect your holdings, if necessary)
      866   0 |x DESIGNATOR: (is supplied by Cataloging staff and should not be changed, keep this in mind when creating the item record)

      Subfields:
      |a = holdings field
      |x = information not to be displayed in the public catalog (OPAC)
      |z = information displayed in the public catalog (OPAC)

    • If you have added a new location/copy.
      Add the summary holdings in the 866 |a subfield. Add your holdings following the examples below. The initial abbreviation for volume is Vol.; the subsequent abbreviation is v. For other languages use the appropriate vernacular designator. Add a space between the period and the number. Separate compound designators by comma.

      Indicator 1: We will leave blank

      Indicator 2: Must have a "0"

      Examples:
      866   0 |a Vol. 1-v. 2
      866   0 |a Vol. 1-v. 3, v. 5
      866   0 |a Bd. 1
      866   0 |a Pt. 1-pt. 4
      866   0 |a Vol. 1, pt. 1-v. 3, pt. 3
      866   0 |a 1-3 (if there is no designator)

  • Save the holdings record to the database by clicking on the boat icon.

  • Adding an item record
    The holdings record must be active when you create an item record.

  • Click on the "New Items" icon to create an item record.

  • In the item type choose appropriate loan code.

  • If working with a bookset fill in the enum. Use the designator used in the call number on the t.p. verso or from the book card/form.

    Note: This should reflect what was previously established in the designator field on the holdings record.
    Example: vol.1; Bd.1; t.1; etc. Always use vol. for volume.

  • Scan in the barcorde.

  • Save the item record to the database by clicking on the boat icon.

  • Repeat the steps above for each additional volume in a bookset.

When in doubt or if there are any questions regarding this procedure, contact Catalog Division.