Analytics

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

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.

There are two basic 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) with appropriate series numbering. 

(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) with appropriate series numbering.

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:

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

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Set analytics (single volumes)

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.

1. Edit the overarching 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.

2. 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
  • v field with appropriate volume caption
  • w field with analytic workstat: xxxanalyticxxx
• Ensure the full call number with caption is c-tagged in your new bib record in Sierra

3. 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.

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Analyzed sub-sets within a larger monographic set

1. Edit the overarching 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.
  • If two numbering systems are in use (one for the larger overarching set, one for the sub-set), use the captioning for the larger overarching set only, unless you feel patrons need more granular information. Remember the sub-set's numbering will be reflected in the sub-set bib record.
• 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.

2. Perform individual cataloging on the sub-set

• Find or create a bibliographic record specific to your volume, following procedures for cataloging monographic sets.
• Determine numbering of your subset – consecutive or non-consecutive?
  • Consecutive example: sub-set is volume 45, 46, and 47 of the larger overarching set
  • Non-consecutive example: sub-set is volume 42, 45, and 48 of the larger overarching set
    
    
• Consecutive numbering – bib should include:
  • Call number of the larger set bib + volumes of the subset
    • Example:
      • Set record call number is BS192.2.A1 2008|bG3
      • Sub-set is volumes 45-47
      • Individual volume call number in the 050/090 would be BS192.2.A1 2008|bG3 v.45-47
    • Ensure the full call number with caption is c-tagged in your new bib record in Sierra
  • 505 contents field with titles of sub-set volumes
    • If the sub-set uses its own numbering system, use them here, along with parallel numbers from overarching set
    • Example: T.1=v.45. Volume title. t.2=v.46. Volume title. t.3=v.47. Volume title.
  • 490/8XX pair containing title of the overarching set work
    • Use range of volumes in $v field of both
    • Example:
      • 490 1_ |a Series title ; |v 45-47
      • 830 _0 |a Series title ; |v 45-47
  • 866 field indicating which volumes of the sub-set we have in our collection
    • If the sub-set uses its own numbering system, use them here, along with parallel numbers from overarching set
    • Example: t.1-3=v.45-47
  • Item records for each volume in the sub-set
    • sublocation
    • v field with overarching series volume caption
    • w field with analytic workstat: xxxanalyticxxx

• Non-consecutive numbering – bib should include:
  
  • Call number of the larger set bib + 1st volume of the subset
    • Example:
      • Set record call number is BS192.2.A1 2008|bG3
      • Sub-set is volumes 42, 45, and 48 of the larger overarching set
      • Individual volume call number in the 050/090 would be BS192.2.A1 2008|bG3 v.42
    • NOTE: If the sub-set is also shared with LoM or Law, use the older practice of adding "etc."
      • Example: BS192.2.A1 2008|bG3 v.42, etc.
    • Ensure the full call number with caption is c-tagged in your new bib record in Sierra
  • 505 contents field with titles of sub-set volumes
    • If the sub-set uses its own numbering system, use them here, along with parallel numbers from overarching set
    • Example: T.1=v.42. Volume title. t.2=v.45. Volume title. t.3=v.48. Volume title.
  • one 490 for all volumes and one 8XX for each volume, containing title of the overarching set work 
    
    • Example:
      • 490 1_ |a Series title ; |v 42, 45, 48
      • 830 _0 |a Series title ; |v 42
      • 830 _0 |a Series title ; |v 45
      • 830 _0 |a Series title ; |v 48
  • 866 field indicating which volumes of the sub-set we have in our collection
    • If the sub-set uses its own numbering system, use them here, along with parallel numbers from overarching set
    • Example: t.1=v.42,t.2=v.45,t.3=v.48
  • Item records for each volume in the sub-set
    • sublocation
    • v field with overarching series volume caption
    • w field with analytic workstat: xxxanalyticxxx
      

3. Perform Sierra linking functions

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

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Serial analytics

• cataloger should be serials trained
• for titles not on standing order, cataloger responsible for holdings in check-in record and OCLC LHR
  • for standing order titles, cataloger not responsible for maintaining holdings info
• watch for series title changes → bump to Lyudmila (maintenance to standing order)

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