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Summary: Instructions for cataloging works that belong to a larger work but are also described at the unit level. 



This page is in progress; information shouldn't be considered final.



General info

These materials are called analytics because each unit of a larger overarching work is "analyzed" – i.e., given individual description and subject analysis, in addition to its inclusion as a unit in the larger work's description. Linking work is done in the catalog to maintain connections between the larger work's bib record and the individual bib records for the analyzed parts.

To compare set and serial analytics with other types of multipart works, visit the Multipart works explained page.


There are two types of analytics:

(1) Serial analytics are issues of a serial title that are added as items to the overarching serial bib record, but are also given monographic cataloging treatment at the issue level. Each record for an issue includes a series title (usually the title of the overarching serial). 

visual diagram of serial analytic records and their relationships

(2) Set analytics are volumes of a monographic set that are added as items to the overarching monographic set bib record, but are also given monographic cataloging treatment at the individual volume level. Each record for a volume includes a series title (usually the title of the overarching set).

visual diagram of set analytic records and their relationships

In general, for both set and serial analytics, the bib record for the larger work is set up on a standing order and will have a check-in record. But the cataloger only needs to concern themselves with new bib and item record creation for the appropriate unit parts being cataloged.

Multivolume sets within serial or set analytics

In either case of analytic cataloging, it is possible the cataloger will be describing a sub-set within the larger work. In other words, instead of analytic treatment of one individual volume or serial issue, the cataloger will perform analytic treatment for a multi-volume set. Here is a visual example of analytic cataloging of a multi-volume set within a larger monographic set:

visual diagram of set within an analytic set records and their relationships

An analyzed multi-volume set within a serial would look similar, with just a few small logistical differences. Captioning of sub-sets within larger multipart works involves some extra consideration. See the instructions below for more details. 

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Set analytics

Volumes to be added to monographic set analytics are placed on the analytics shelf near Kay's office, and generally contain a Serials Acquisitions streamer with the Set Analyze instruction, the call number of the larger work bib, and location info.

Edit the monographic set bib

  • Using the provided call number, locate the larger set's bib record in Sierra.

  • Make additions for your volume to the 505 and 866 fields as appropriate.
  • Note the bib record number (you will want it for linking in Sierra).

See the procedures for cataloging a normal monographic set for additional details about adding items to set records.

Perform individual cataloging on the volume

  • Find or create a bibliographic record specific to your volume
  • The bib record should include:
    • Call number of the larger set bib plus the volume caption
      • Example:
        • Set record call number is BS192.2.A1 2008|bG3
        • Individual volume call number in the 050/090 would be BS192.2.A1 2008|bG3 v.32
      • The appropriate call number is also usually already indicated for you on the streamer
    • 490/8XX pair containing title of the overarching set work
  • Ensure the item record for your volume contains the appropriate fields:
    • sublocation
    • field with appropriate volume caption
    • field with analytic workstat: xxxanalyticxxx
  • Ensure the full call number with caption is c-tagged in your new bib record in Sierra

Perform Sierra linking functions

  • In individual bib, go to Summary view
  • Select item you created for your volume
  • Edit → Link to additional bib record → Find bib
    • Locate the overarching set bib using the record number
    • Click "Use bibliographic record"
  • Move your item record to the correct numerical/chronological position in the list of item records.


Once the linking is performed, the bib record for the individual volume will repeat the volume caption in the OPAC's public display. This is a quirk of set analytic cataloging that can't be avoided and should not worry the cataloger.

Multi-volume sets



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Serial analytics

  • Substep a
  • Substep b
  • Substep c

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ContactAutumn Faulkner
TeamCMS
UpdatedFebruary 2019
CreatedAugust 2018

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