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)
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 |
|---|---|---|---|---|
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 |
| 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 |
| Presented and accepted by CSU technical services. |
Attachments:
MarcHoldings.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Marc Holdings Revised.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Marc holdings records for serials.docx (application/vnd.openxmlformats-officedocument.wordprocessingml.document)
Holdings records for Accession Numbers.pdf (application/pdf)