Version 2 (modified by Dan Scott, 13 years ago) (diff)

Add documentation

Editing serials

Serials support in Evergreen consists of one or more MARC Format for Holdings Data (MFHD) records that point to a given bibliographic record.

Current features

  • Serial holdings are scoped by library
  • MFHD records will point to the surviving record if the underlying bibliographic records are merged
  • MFHD records can be edited with the MARC editor

To add a new issue, supplement, or index

  1. Retrieve the record in the staff client. The holdings summary statements will appear under the main bibliographic section.
  2. Click the Edit link that appears beside the pertinent holdings summary heading. A MARC editor window will appear, containing the MFHD record for that set of holdings.
  3. Position your cursor in the 86[345] field and press CTRL+Up or CTRL+Down to copy the field above or below your cursor.
  4. Edit the new field, taking care to increment the $8 <sequence number> and to reflect the enumeration and chronology of the new issue/supplement/index in the remaining subfields.
  5. Click Save MFHD to save the MFHD record with the new information. At this time, you have to manually close the MFHD editor.
  6. Press Shift+F8 to reload the bibliographic record and check to ensure that the holding statement was updated as expected.

MFHD field summary

To summarize the MFHD fields that we currently care about:

Tag Subfield Description
852 $b Short name for the library that contains the holdings
852 $c Code for the shelving location
852 $h Call number
852 $z Public note
85[345] $8 Linking subfield; lets the corresponding 86[345] field link to this field's enumeration, chronology, and publication patterns
85[345] $a, $b, $c, $d, $e, $f Enumeration (controls how to label volumes and issues)
85[345] $i, $j, $k Chronology (controls how to label year / month / day)
86[345] $8 Linking subfield that link to the corresponding 85[345] field's enumeration, chronology, and publication patterns. Currently appears as <linking number>.<sequence number> where <sequence number> indicates the order in which the fields should be displayed.
86[345] $a, $b, $c, $d, $e, $f Enumeration
86[345] $i, $j, $k, $l Chronology
86[678] $a Summary holdings (866), supplements (867), and indexes (868); used to display holdings range
590 $a Summary statement of missing volumes
591 $a Summary statement of incomplete volumes