==DRAFT 2/6/2019==
==Introduction==
Purpose: These standards provide an overview of the content of the CCS database and what standards are followed when new records are added. Specific cataloging procedures for CCS are located on the Cataloger’s Wiki. These standards were developed based on the [https://www.railslibraries.info/system/files/Anyone/mtg/2018/2018-04-23/136196/RAILS%20Cataloging%20Working%20Group%20Recommendations.pdf recommendations of the RAILS Cataloging Working Group] (October 16, 2017).

Audience: This document is intended for a broad audience including library administrators, public services staff, technical services staff, and, library staff members outside of CCS.

==CCS Fully Cataloged Bibliographic Record Input Standards==
In order to provide access to our library’s collections for our patrons, every library should fully catalog materials to CCS standards. Vendors that catalog for libraries also need to follow these standards.

All fully cataloged bibliographic records will follow full RDA standards. (CCS Governing Board November 30, 2016)

Libraries should contribute new records or upgrade records in OCLC when possible. This is a part of OCLC’s member agreement and helps other libraries using OCLC for cataloging or interlibrary loan.

===Requirements for all Records===
An accurate description of the material is required and should include enough information to distinguish one item from a similar item so that patrons can find the record they are looking for.
Access points are vital so that the records can be found by patrons. Recommended access points include:
*Creator headings that have been verified in the authority file
*Title headings and series headings
*Subject headings that have been verified in the authority file including Library of Congress Subject Headings and Genre Headings
*Keywords - It is recommended that records have table of contents information and summary notes.
*Numerical access points such as ISBN and other publisher numbers
*Correct format
*Valid audience code
*Valid Literary Form code

===Bibliographic Standards for Specific Formats===
'''Paperback vs. Hardcover''': A paperback edition that has the same content as a hardcover edition is required to be added to the same bibliographic record. However, if there is a significant difference in content, more than a 10% difference in number of pages, or a height difference of more than 2 cm, a separate record should be added to the database.

'''Large Print''': Bibliographic records for large print material should be separate from records that have regular size print. A large print edition statement should be supplied as well as a genre heading for Large type books.

'''Magazines''': Bibliographic records for magazines should have a type of material / format of Periodical. When a magazine ceases, the bibliographic record should be updated to reflect the date that it stopped being published. When a magazine changes title or there are other major changes, a new record must be added to the database and the old title updated.

'''Serials''': Serial volumes are added to serial bibliographic records with the exception of Travel Guides, Test Preparation Books, Tax Preparation Books, and Law Guides. These materials are cataloged on monograph bibliographic records.

'''DVDs and Blu-rays''': Blu-ray + DVD combo packs may be cataloged either on one record as a set, or on separate records for each format. TV shows should be cataloged on a record for the set and not cataloged as individual discs in the set.

'''Graphic Novels''': Graphic novels that are multi-volume and do not have individual titles should be cataloged on a monographic set bibliographic record. This allows patrons to place holds on these items. For each new volume, an ISBN number should be added to the bibliographic record with a qualifier note of the volume number so that the record can be located by ISBN number.

'''Foreign Language Materials''': When cataloging foreign language materials, use English language cataloging records.

'''Local Materials''': It is recommended that libraries catalog their local materials on OCLC whenever possible. Although the local materials may not be allowed to be loaned, researchers may discover materials of interest when they are cataloged on OCLC. If it is not possible to catalog them on OCLC, these records should have a 945 ‡b OCLC DO NOT SET field.

'''Equipment and other Realia''': Libraries that circulate equipment or other realia to their patrons but not outside of their library may use local records instead of OCLC records to describe their equipment. These records should have a 945 ‡b OCLC DO NOT SET field.

'''Electronic Resources''': Bibliographic records for electronic resources should be specific to the vendor providing the electronic resource and not vendor neutral.

===Detailed Field Requirements===
“Core” in some form indicates that the data element must be present in the catalog record if the information is present on the item being cataloged or is easily discoverable. It may be omitted if the information is not present on the item and is not readily ascertainable.

“RDA Core” indicates that the information is required by RDA itself.

“CCS Core” indicates that the information is required by CCS above what RDA itself requires.

“CCS Recommended” indicates that the data element is optional, but should be present in the record if it is not difficult to discover and add.

If a data element is not mentioned, it is not Core and is therefore considered optional. Optional elements that are already present in a record and which will be retained should be verified for accuracy, whenever possible. Optional data already present in a record should not be deleted unless there are specific instructions to do so.

For original entries, OCLC guidelines apply.

The following table documents instances where CCS practice is at variance with OCLC input standards.

{| {{table}}
! MARC21 coding!!Element Name!!RDA Rule!!Core!!Rationale & Comments
|-
| Leader/06||Type of Record||N/A||CCS Core||Needed for automated format identification
|-
| Leader/07||Bibliographic level||N/A||CCS Core||Needed for automated format identification
|-
| Leader/18||Descriptive Cataloging Form||N/A||CCS Core||Informational for catalogers and automated processing routines
|-
| 006||Additional Material Characteristics||N/A||CCS Core||Core only for select formats (non-print serials, e-resources, non-print resources with accompanying print resources, Playaway audio, Playaway View, and any resources with significant accompanying material that would have a different Record Type if cataloged separately); needed for automated format identification; follow core/non-core rules for the same elements in the MARC 008 field
|-
| 007||Physical Description Fixed Field||N/A||CCS Core||CCS Core only for select formats (see below), and only certain character positions are Core (00 and 01, otherwise by format); needed for automated format identification

*'''Audio recordings''': 007/00-01, 03, 06

*'''Cartographic resources, Electronic resources, Graphic materials, Globes, Tactile material, Projected graphic, microforms''': 007/00-01

*'''Video recordings''': 007/00-01, 04
|-
| 008||Fixed Field||N/A||CCS Core||Only certain character positions are Core (see below); needed for automated format identification, searching, other automated functions, and cataloger information

*'''All formats''': 008/06, 07-10, 11-14, 35-37 (searching), 15-17 (cataloger information)
*'''Print material''': 008/23 (automated format identification), 008/22, 008/33, 008/34 (automated processes), 24-27 (automated format identification)
*'''Computer files''': 008/23 (automated format identification), 008/22 (automated processes)
*'''Maps''': 008/25, 008/29 (automated format identification)
*'''Sound recordings & notated music''': 008/23 (automated format identification) 008/22, 008/30-31 (automated processes)
*'''Continuing resources''': 008/21, 008/23, 008/24 (automated format identification), 008/18, 008/19, 008/34 (cataloger identification)
*'''Visual material''': 008/29, 008/33 (automated format identification), 008/22 (automated processes), 008/18-20, 008/34 (cataloger identification)
|-
| 010||Library of Congress Control Number||N/A||CCS Core||Needed for record matching and cataloger identification
|-
| 020 $a||Identifier for the Manifestation - ISBN||2.15||RDA Core||Needed for record matching and cataloger identification
|-
| 020 $q||Qualification of Identifier for the Manifestation - ISBN||2.15.1.7||CCS Core||Informational for catalogers. Only Core when there are ISBNs for different versions in a single record
|-
| 022 $a||Identifier for the Manifestation - ISSN||2.15||RDA Core||Needed for record matching and cataloger identification
|-
| 024 $a||Identifier for the Manifestation - UPC, EAN, etc.||2.15||RDA Core||Needed for record matching and cataloger identification. Only Core for select formats (e.g. sound recordings, video recordings)
|-
| 024 $q||Qualification of Identifiers for the Manifestation - UPC, EAN, etc.||2.15.1.7||CCS Core||Informational for catalogers. Only Core for select formats (e.g. sound recordings, video recordings) when there are multiple identifiers of the same type in the record
|-
| 028 $a||Publisher's Number||2.15.2||RDA Core||Needed for record matching
|-
| 028 $q||Qualification of Identifiers for the Manifestation - Publisher's number||2.15.1.7||CCS Core||Informational for catalogers. Only Core when the publisher's number just applies to part of a multi-part item
|-
| 035||OCLC Number||N/A||CCS Core||Needed for record matching
|-
| 037 $a||Identifier for the Manifestation - Stock Number||N/A||RDA Core||Only Core for select formats (e.g. video games, eresources)
|-
| 037 $q||Qualification of Identifier for the Manifestation - Stock Number Source||N/A||CCS Core||Only Core for select formats (e.g. video games, eresources)
|-
| 040 $b||Cataloging Source - Language of Cataloging||N/A||CCS Core||Informational for catalogers. Should always be "eng"
|-
| 040 $e||Cataloging Source - Description conventions||N/A||CCS Core||Informational for catalogers. Should always be "rda"
|-
| 041 $a||Language of Text/Soundtrack||CCS Core||Needed for searching
|-
| 041 $d||Language of Sung/Spoken Text||N/A||CCS Core||Needed for searching
|-
| 041 $j||Language of Subtitles||N/A||CCS Core||Needed for searching
|-
| 041 $h||Original Language||N/A||CCS Core||Needed for searching
|-
| 099 $a||Local Free-Text Call Number||N/A||CCS Core||Core for preliminary records only
|-
| 100, 110, 111||Creator||19.2, 9.2.2, 11.2.2||RDA Core||Needed for searching, record identification and for linked data
|-
| 1XX $e or $j, 7XX $e or $j||Relationship Designator||18.5||CCS Core||Needed for searching
|-
| 130, 240||Preferred Title for the Work||6.2.2||RDA Core||Needed for searching & record identification
|-
| 245 $a $n $p||Title Proper||2.3.2, 2.3.1.7||RDA Core||Needed for searching & record identification
|-
| 245 $b, 246||Parallel Title||2.3.3||CCS Core||Needed for searching & record identification
|-
| 245 $b||Other Title Information, Parallel Other Title Information||2.3.4, 2.3.5||CCS Core||Needed for searching & record identification
|-
| 245 $c||Statement of responsibility||2.4.2||RDA Core / CCS Recommended||Core for first statement only. Needed for searching. (Recommended: Record any others that aid in resource discovery, identification, and selection; especially illustrators, adapters, and translators.)
|-
| 246 $a||Variant Title||2.3.6||CCS Core||Core for other titles that appear on the resource itself; corrected titles; spelling out of numbers, abbreviations, etc.; and other titles that are considered important for identification or access. Needed for searching.
|-
| 247 $a||Earlier Title Proper||2.3.7||CCS Core||Core when a title changes. Needed for searching. Only Core for integrating resources
|-
| 246 $a||Later Title Proper||2.3.8||CCS Core||Core for continuing resources and multivolume monographs with minor title changes. Needed for searching
|-
| 250 $a||Designation of Edition||2.5.2||RDA Core||Needed for record identification
|-
| 255 $a||Horizontal Scale of Cartographic Content||7.25.3||RDA Core||Needed for record identification
|-
| 255 $b||Projection||7.26||CCS Core||Needed for record identification
|-
| 257 $a||Place of Production||2.7.2||CCS Core||Core for video recordings only. Needed for searching
|-
| 264 $a||Place of Publication||2.8.2||RDA Core||Core for the first place only
|-
| 264 $b||Publisher's Name||2.8.4||RDA Core||Core for the first publisher's name only
|-
| 264 $c||Date of Publication||2.8.6||RDA Core||Needed for searching & record identification. (Note: Copyright Date is not core.)
|-
| 300 $a||Extent||3.4||RDA Core / CCS Core||Core when resource is complete. CCS COre in all other circumstances. Informational. Needed for record identification & selection
|-
| 300 $a, 008/18-20||Duration||7.22||CCS Core||Core for sound recordings and video recordings
|-
| 300 $b||Describing Content; Describing Carriers||3.15, 3.16, 3.18, 3.19.3, 7.15, 7.17, 7.18||CCS Core||Needed for record identification. Only Core for specified formats & situations (e.g. illustrated children's material)
|-
| 300 $c||Dimensions||3.5||CCS Core||Informational for catalogers. Needed for record identification
|-
| 300 $e||Related Manifestation - Accompanying Material||27.1||CCS Core||Informational. Needed for record identification
|-
| 310 $a||Frequency||2.14||CCS Core||Informational for catalogers
|-
| 336 $a||Content Type||6.9||RDA Core||Needed for searching
|-
| 337 $a||Media Type||3.2||CCS Core||Informational
|-
| 338 $a||Carrier Type||3.3||RDA Core||Needed for searching
|-
| 340 $n||Font Size||3.13||CCS Core||Needed for record identification. Only core for Large Print material
|-
| 344 $a||Type of Recording||3.16.2||CCS Core||Needed for automated format identification & record identification
|-
| 344 $b||Recording Medium||3.16.3||CCS Core||Needed for automated format identification & record identification. Only Core for digital sound recordings
|-
| 344 $c||Playing Speed||3.16.4||CCS Core||Needed for automated format identification & record identification. Only Core for analog sound recordings
|-
| 346 $a||Video Format||3.18.2||CCS Core||Needed for automated format identification & record identification
|-
| 346 $b||Broadcast Standard||3.18.3||CCS Core||Needed for record identification. Only Core for video recordings
|-
| 347 $b||Encoding Format||3.19.3||CCS Core||Needed for automated format identification & record identification. Only Core for digital sound recordings and digital video recordings
|-
| 347 $e||Regional Encoding||3.19.6||CCS Core||Core for video recordings and video games, but only when not the standard specific region for the United States
|-
| 362 $a||Designation of first issue or part; Designation of last issue or part||2.6.2, 2.6.3, 2.6.4, 2.6.5||RDA Core||Informational. Needed for record identification
|-
| 380 $a||Form of work||6.3||RDA Core||RDA Core only when needed to differentiate between otherwise identical descriptions
|-
| 382 $a $b $d $e $n $p $r $s $t||Medium of performance, Number of performers||7.21||CCS Recommended||Recommended for performed music. Informational
|-
| 490 $a||Title Proper of Series||2.12.2, 2.3.2.6.2||RDA Core||Needed for searching
|-
| 490 $v||Numbering within series||2.12.9||RDA Core||Needed for record identification
|-
| 490 $a||Title Proper of subseries||2.12.10||RDA Core||Needed for searching
|-
| 490 $v||Numbering within subseries||2.12.17||RDA Core||Needed for record identification
|-
| 500 $a||General Notes; Related work/expression/manifestation||2.17, 3.21, 25.1, 26.1, 27.1||CCS Recommended||Informational
|-
| 504 $a||Supplementary Content - Bibliography & Index||7.16||CCS Core||Informational. Only Core for books with bibliographies or indexes
|-
| Basic 505 $a OR Enhanced 505 $g $r $t||Related work; Comprehensive description||25.1, 2.3.2.6.1||CCS Recommended||Core when the resource is a collection of 100 or fewer short stories, plays, literary collections, fairy tales, songs except for fake-books (whether text, notated music, or audio recordings), Supreme Court cases, or collective biographies, or is in the series “Representative American Speeches” or “Best American Essays” ; Needed for searching
|-
| 508 $a||Artistic and/or Technical Credit||7.24||CCS Core||Core for video recordings. Needed for searching. Informational
|-
| 338 $a||Carrier Type||3.3||RDA Core||Needed for searching
|}

==CCS On Order Bibliographic Record Input Standards==

When an item is ordered, there is often not enough information to properly catalog the item. Therefore, it is appropriate to use records from a vendor to describe what is being ordered. A library may also hand-key in a record for ordering purposes. An OCLC record is not required for these temporary records.

Supplying acquisitions records provides a way for patrons to place holds on the materials they are interested in.

Duplicate records for the same material causes confusion for patrons. When ordering it is acceptable to have a temporary duplicate record in order to complete the ordering process. However, the duplicate record should be merged as soon as possible.

The minimum information needed for an acquisitions record follows. Additional information is encouraged to assist patrons with identifying the material being ordered.
*Creator / Author heading (if applicable)
*Title
*Edition such as large print, video game format, abridged or unabridged audiobook, etc.
*Standard publisher numbers such as ISBN (for books), UPC (for AV)
*Correct format (TOM) - It is recommended to use the template in the purchase order when manually creating a record in order to create a record with the correct type of material.
*099 PRELIMINARY DATA RECORD

[[Category:Training]]
[[Category:CCS]]

2018-11-28T19:25:26Z

Kschmdt:

[[Category:Continuing resources]]
[[Category:Call numbers]]
[[Category:Using WorkFlows]]
[[Category:Training]]
Because of the way the serials module works, and because periodical call numbers almost always need a [[call number analytic]] designating the part, periodicals have their own special rules & patterns for the construction of call number analytics.

'''Primary source of date:''' Masthead.

'''Other sources:''' Cover, spine, running date on pages.

'''Holds:''' Because the Holds module treats differences in capitalization as different volumes, the following prefixes, chronology and suffixes are always used in this form and are always in mixed case when used for entering periodicals and their dates, whether you use the Serials Module or not. If a library is creating items in the Cataloging Module, the information that was formerly entered into the subfield z in Symphony is now entered in the VOL field in Polaris.

'''Example:'''
{| {{table}}
! Type!!Analytic prefix/suffix!!Example
|-
| Issue||Issue||Issue 49
|-
| Number||No.||No. 3
|-
| Part||Pt.||Pt. 2
|-
| Supplement||Suppl.||June 2018 Suppl.
|-
| Volume||V.||V. 1
|-
| January||Jan.||Jan. 2019
|-
| February||Feb.||Feb. 2019
|-
| March||Mar.||Mar. 2019
|-
| April||Apr.||Apr. 2019
|-
| May||May||May 2019
|-
| June||June||June 2019
|-
| July||July||July 2019
|-
| August||Aug.||Aug. 2019
|-
| September||Sep.||Sep. 2018
|-
| October||Oct.||Oct. 2018
|-
| November||Nov.||Nov. 2018
|-
| December||Dec.||Dec. 2018
|-
| Spring||Spr||Spr 2019
|-
| Summer||Sum||Sum 2019
|-
| Autumn or Fall||Aut||Aut 2018
|-
| Winter||Win||Win 2018
|-

|}

When creating predictions, please refer to the publisher's block containing the ISSN for issues to be skipped or combined issues or supplement issues. Note: This information may be different each year.

==Weekly publications==
: <code>Jan. 5, 2019</code>; <code>Mar. 31, 2019</code>; <code>Dec. 12, 2018</code>
{| {{table}}
!Title examples!!
|-
| ''US News and World Report'' (date on issue: June 22, 2006)||June 22, 2006
|-
| ''Economist'' (dates on issue: Jun 15-21, 2006)||June 15, 2006<br>''(<span style="color:red;">NOT</span> June 15/21, 2006 because it is not a combined issue)''
|-
| ''TV Guide'' (dates on issue: March 2-8, 2015)||Mar. 2, 2015<br>''(<span style="color:red;">NOT</span> Mar. 2/8, 2015)''
|-
| ''TV Guide'' (dates on issue: Feb. 24-March 2, 2014)||Feb. 24, 2014<br>''(<span style="color:red;">NOT</span> Feb. 24/MAR 2, 2014)''
|}
Sometimes regular weekly issues are combined and published two weeks apart. Both dates should show in the VOL field:
{| {{table}}
!Title examples!!
|-
| ''New Yorker'' (dates on combined issue: January 23/30, 2006)||Jan. 23/30, 2006
|-
| ''People'' (dates on combined issue: December 26, 2005/January 2, 2006)||Dec. 26/Jan. 2, 2006
|-
| ''Variety'' (dates on issue: June 26-July 9, 2006 ''a combination of the June 26-July 2 and July 3-9 issues'')||June 26/July 3, 2006<br>''(<span style="color:red;">NOT</span> June 26/July 9, 2006)''
|-
| ''TV Guide'' (dates on issue: Feb. 2-15, 2015 Double Issue ''a combination of the Feb. 2-8 and Feb. 9-15 issues'')||Feb. 2/9, 2015<br>''(<span style="color:red;">NOT</span> Feb. 2/15, 2015)''
|}

==Bi-weekly publications==
: <code>Jan. 5, 2006</code>; <code>Mar. 31, 2006</code>; <code>Dec. 12, 2005</code>
{| {{table}}
!Title examples!!
|-
| ''Forbes'' (date on issue June 15, 2006)||June 15, 2006
|-
| ''Christian Century'' (date on issue August 8, 2006)||Aug. 8, 2006
|-
| ''PC Magazine'' (date on issue May 23, 2006)||May 23, 2006
|-
| ''PC Magazine'' (date on combined issue July 2006)||July 2006
|}

==Monthly publications==
: <code>Jan. 2006</code>; <code>Mar. 2006</code>; <code>June 2006</code>
{| {{table}}
! Title examples!!
|-
| ''Good Housekeeping'' (date on issue: March 2006)||Mar. 2006
|-
| ''People en Español'' (date on issue: Agosto 2006)||Aug. 2006
|-
| ''Field and Stream'' (date on issue: December 2005/January 2006)<br> ''(published monthly except for combined December/January)''||Dec./Jan. 2006
|-
| ''Atlantic'' (date on issue: July/August 2006)||July/Aug. 2006
|}

==Bi-monthly publications==
* If the cover date, date on the spine and the date on the masthead differ, use the larger date span. Most of the magazines that fall into this category have the later month on the cover and the two months on the masthead and spine.

'''Example'''
:; Taunton's Fine Gardening
:: - cover date August, 2006;
:: - spine date – July/August 2006 and the
:: - masthead date July/August 2006
:: - July/Aug. 2006 (Date to be used for this issue)

: <code>Jan./Feb. 2006</code>; <code>May/June 2006</code>; <code>June/July 2006</code>; <code>Dec./Jan. 2007</code>
{| {{table}}
! Title examples!!
|-
| ''Taunton's Fine Woodworking'' (cover date: August 2006; masthead date: July/August 2006)||July/Aug. 2006
|-
| ''American Heritage'' (cover date: March 2006; masthead date: February/March 2006)||Feb./Mar. 2006
|}
* Some magazines that publish every other month (cover date, date on spine, and date on the masthead are the same) – a single month
: <code>Jan. 2006</code>; <code>July 2006</code>; <code>Dec. 2006</code>
{| {{table}}
! Title examples!!
|-
| ''Workbench'' (date on cover and masthead is February 2006)||Feb. 2006
|-
| ''Audubon'' (date on cover and masthead is January 2006)||Jan. 2006
|}

==Quarterly publications==
: <code>Win 2006</code>; <code>Spr 2006</code>; <code>Sum 2006</code>; <code>Aut 2006</code>
{| {{table}}
! Title examples!!
|-
| ''Chicago Wilderness'' (date on the issue: Summer 2006)||Sum 2006
|-
| ''Martha Stewart Weddings'' (date on the issue: Fall 2006)||Aut 2006
|-
| ''For example'' (date on the issue: Autumn 2006)||Aut 2006
|}

==Bi-Quarterly or Bi-Season publications==
: <code>Spr/Sum 2006</code>; <code>Aut/Win 2006</code>; <code>Win/Spr 2006</code>
{| {{table}}
! Title examples!!
|-
| ''Chicago Consumers' Checkbook'' (date on the issue: Summer/Fall 2006||Sum/Aut 2006
|}

==Custom Dates==
{| {{table}}
! Title examples!!
|-
| ''Camping Life'' (One undated issue between April & May is only identified as Gear Guide; according to the text block Camping Life is published February, April, Gear Guide, May, June, August, October and December.)||'''Custom pattern:''' <code>Feb.,Apr.,Gear,May,June,Aug.,Oct.,Dec.</code>
|}


==Supplements/Special Issues==

{| {{table}}
! Title examples!!
|-
| ''Taunton's Fine Cooking'' (date on issue: Winter 2006)||Win 2006
|-
| ''Midwest Living: Michigan Travel Ideas'' (date on issue: 2006) || 2006
|}

==Combining Issues==
When combining issues, use what the call number analytic of the each issue would have been, not the total coverage span, and separate the dates with a slash, not a hyphen. When multiple years are involved, omit the first year.

{| {{table}}
! Date on issue !! Combination of !! Call number analytic
|-
| January 23/30, 2006 || January 23, 2006<br>January 30, 2006 || Jan. 23/30, 2006
|-
| December 31, 2018/January 7, 2019 || December 31, 2018<br>January 7, 2019 || Dec. 31, 2018/Jan. 7, 2019
|-
| June 26-July 9, 2006 || June 26-July 2, 2006<br>July 3-9, 2006 || June 26/July 3, 2006
|-
| Feb. 2-15, 2015 || Feb. 2-8, 2015<br>Feb. 9-15, 2015 || Feb. 2/9, 2015
|-
| December 2018/January 2019 || December 2018<br>January 2019 || Dec. 2018/Jan. 2019
|}

==Additional notes==
; ''Art in America'' Annual Guide issue
: (Cover date: Annual Guide 2005/2006; masthead date: August 2005) Issue date would be Aug. 2005. In the "Public" note of the copy record you may indicate this is the Annual Guide 2005/2006).

; ''US News and World Report'' Best Graduate School issue
: This is the regular weekly issue with a date, not a special issue. In the "Public" note of the copy record you may indicate this is the Best Graduate School issue.

; ''Moo Cow Fan Club Newsletter''
: There is no date on the magazine just an issue number. Therefore, the call number analytic is: <code>|zISSUE 28</code>

When using the serials module, some periodicals, such as ''Woman's Day'' and ''Family Circle'', are difficult to predict. Therefore, it is recommended that each time the magazine is checked in, you should use the option to ''check in without generated predictions''.

Working with preliminary data records

2018-10-16T13:03:35Z

Kschmdt:

[[Category:Preliminary data records]]
[[Category:Procedures]]
[[Category:Training]]
[[Category:Polaris specific topics‏‎]]

==General concerns==
===How do libraries identify Preliminary Data records?===
[[Preliminary data record|Preliminary Data records]] (PDRs) should include these two fields:
* <code>049 JEDA</code> (CCS's OCLC symbol; may be a specific library's symbol instead)
* <code>099 PRELIMINARY DATA</code> or <code>099 VENDOR PRELIMINARY DATA RECORD</code>

===What should libraries do to Preliminary Data records imported from OCLC?===
* Add standard numbers (020/024/028/037/etc.) that are available and not already in the OCLC record. It is especially important to add the ISBN when importing a serial record, which probably does not already have it.
* Add any elements necessary to display the correct [[Guidelines for Use of TOMs|TOM]] (e.g. LDR, 006, 007, 008).

===Do libraries have to verify bibliographic data in Preliminary Data records?===
No. It will be verified when a cataloger has the item in hand.

===Do libraries have to check access points in Preliminary Data records?===
For PDRs that are hand-keyed or imported one at a time in Polaris, use the Check Headings tool to verify authorized access points and correct if possible. For PDRs imported in batch, access points will be verified by a cataloger after the item is received.

===Do libraries have to use OCLC records for Preliminary Data records?===
No. PDRs may be OCLC records, vendor records, or hand-keyed brief records.

However, libraries are encouraged to include OCLC numbers in Preliminary Data records whenever possible.<ref name="scrapmin201105">SCRAP, May 2011</ref>

==Final cataloging: After the item arrives==
===Will the library that created the Preliminary Data record always do the final cataloging?===
No. Any library may provide the final, complete record. That may be the first library to receive it, a library that has local holds to fill, or just the first one to get the item to a cataloger, but it will not necessarily be the library that created the PDR.

===What does final cataloging include?===
# The library's OCLC symbol in the 049 field
# The OCLC number in an 035 field
# The entire 099 field is deleted
# Following CCS standards as described in the rest of this manual

===What if my library receives an item for which there is an OCLC Preliminary Data record?===
Do one of the following:

* Verify the existing record and locally edit per CCS standards. However, unless the record has been imported very recently, it is a good idea to re-import the OCLC record in case it has since been merged or upgraded.
* Overlay with a record from OCLC, editing either in Connexion or in Polaris.

===What if my library receives an item for which there is a vendor or hand-keyed Preliminary Data record?===
If there's no other CCS record that it could be merged with, overlay the vendor/hand-keyed PDR with an OCLC record, editing either in Connexion or in Polaris.

===What if my library has the item in hand and intends to upgrade a Preliminary Data record but cannot do it immediately?===
Indicate responsibility for supplying a fully cataloged record with an addition in the 099 field, where 'xxx' is the library’s three-letter [[Library codes|NSLS symbol]], and 'xxxmarc' is followed by a space and today's date in YYYYMMDD format).
{{example|text=099 PRELIMINARY DATA xxxmarc 20180424 }}

==References==
<references />