Planning reports

Summary: 

Copy cataloging and adds

1. Search title in local catalog
2. If record is found, treat as an add
   1. Add Location – bib loc = mn, item loc = mnprc (or mnopr if item is oversize)
   2. Add a 655 field: d 655 _7 Planning reports.|2local
   3. To the item record, add c 099 [tab key] STATE OR COUNTRY City  [e.g., ARIZONA Phoenix, or CANADA Ottawa]
3. Search title in OCLC, if good copy is found, continue to #4. If no copy is found, go to original cataloging.
   1. Add an 099 call number in format:  STATE OR COUNTRY City – example: MICHIGAN East Lansing, or CANADA Windsor
   2. Add a 655 field:    655 _7  Planning reports. |2 local

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Original cataloging

Planning reports will be cataloged as normal monographs, with the following exceptions:

• The location code in the 049 should be EEMR.  

• Call numbers – Reports are assigned geographic call numbers in the 099 field. The call number will include a larger political entity (in all caps) and one or more smaller political entities (upper and lower case).

For example:
099 MICHIGAN Grand Rapids
099 CANADA Ontario Toronto
099 MICHIGAN Adams Township (Hillsdale County)
(county included because there are several Adams Townships in Michigan)
099 MICHIGAN Ada Township

• Catalog Maintenance will label the piece with the geographic and the title (which they take from the 245 field).

• For monographs: If you have two or more reports with the same geographic and title, you can use the date to distinguish them. Write the bracketed date under the geographic, and add a note for Catalog Maintenance on the bundled pieces (eg, Please add date to labels to distinguish titles). Do not include the bracketed date in the 099 or the 245 field.  Labelers will add the date to the geographic/title label.
    

Example: Two pieces have the title:  Tucson central planning report.

ARIZONA
Tucson
[1977]

ARIZONA
Tucson
[1978]

• Subjects
  • Always add a local genre heading in the 655 field (2nd indicator 7):  655 7  Planning reports. |2 local 
  • Construct subject headings and other fields as usual.
  • Many planning reports are for townships (usually in Michigan). Follow the Michigan township AAPs for constructing and/or using existing access points for Michigan Townships.
• If the piece is a 701 report, add a 536 note: The preparation of this report was financially aided through a Federal grant from the Dept. of Housing and Urban Development, under the Urban Planning Assistance Program as authorized by Section 701 of the Housing Act of 1954. This is report no.XXXXX.  [The 5-digit report number will be handwritten on the piece. If there is no number, omit the final sentence.]

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Physical processing

• The location code in the item record should be mnprc, or mnopr if the report is oversized.
• When writing the call number, do not use the inside front cover, even when the piece has a cover title. Move call number one page further in if possible.
• If you have an oversize piece, write "oversize" below the bib number.

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